Getting Started

How to use the Getting Started analytic

There is a chart and supporting data for each of the seven levers.  Fundraising teams should analyze these and prioritize resources based on the amount of fundraising revenue that each lever could impact.  For example, if the organization is having to replace significant dollars from the Top segment donors each year because of high lapse rates in this segment, they could focus resources on an enhanced stewardship program, or add additional senior development officers so that those top donors have a more personal relationship with the organization. 

This analytic should be part of annual strategic planning and resource allocation.

Analytic ID: QX142

Analytic Name: Getting Started

Focus: 3.3: Dashboards

Type: Diagnostic | Lifecycle: Portfolio Management | Time: Retrospective | Audience: Advanced

Segments: All/None specified | Scope: Organization, Segment

COLLECTIONS: New Development Director Starter Kit

Standalone analytic — no direct navigation links