Add a Prospect Plan

On the Plans tab of a prospect, you assign or create plans you intend to employ to cultivate the selected prospect.

Screen Item	Description
Plan name	Enter a name to identify the plan.
Site	If your organization supports several offices at various locations, select the site in which this plan is to take place. You create Site entries in Site, accessed from Administration. For more information, see the Administration Guide.
Plan type and Start date	Select or enter the type of plan you want to create. For example, if you intend to cultivate this prospect for a major gift, select or enter “Major gift.” You can also enter a start date for the prospect plan.
Primary manager	Select the binoculars. A search screen appears, and you can locate the primary manager you want to assign this prospect.
Secondary manager	Select the binoculars. A search screen appears, and you can locate the secondary manager you want to assign this prospect.
Start date/End date	If the plan length is known, you can enter start and end dates defining the term.
Secondary solicitors/Role	Select the binoculars. A search screen appears, and you can locate the secondary solicitor you want to assign this prospect. You can assign as many solicitors as necessary in this grid. In the Role column, select the secondary solicitor’s role: volunteer, trustee, president, etc.
Plan participants/Role	The Plan participants column identifies the constituent participants. Who displays in the drop-down menu depends on the type of prospect: Constituent group: Lists members included in the group Constituent household: Lists family members Organization constituent: Lists contacts and relationships to the organization Individual constituent: Lists related constituents The Role column identifies the plan participants role in the group. For example, “Decision Maker” or “Key influencer”.
Narrative	Add any comments or notations.

Steps Tab Fields

Screen Item	Description
Add steps from plan outline	If on the Plan outline tab in Major Giving Setup you created an outline of the plan you want to implement for certain Plan type(s), select the Add steps from plan outline drop-down arrow and select the outline you want used for this prospect. The selected outline defaults in the grid. If no outlines exist in the program, the button is grayed out and reads No plan outlines defined.
Expected date	This is the date you expect to perform the step.
Expected start time	This is the time you expect to start work on the step.
Expected end time	This is the time you expect to complete work on the step.
Time zone	The time zone for the dates.
Objective	What you hope to accomplish during the planned step.
Owner	The individual responsible for executing the planned step. Select the binoculars to access the Search screen and locate the individual.
Stage	Where in the cultivation scheme this step type falls (Identification, Cultivation, Negotiation).
Status	Status of associated step: planned, pending, complete.
Actual date	If in the Status column you selected “Completed”, enter the completion date. A date must be assigned to all “Completed” steps.
Contact method	How you intend to contact the prospect: email, phone call, meeting.
Category	Select a category to further define the contact method.
Subcategory	Select a subcategory to further define the contact method.
Additional solicitors	“Yes” = additional solicitors are assigned; blank = no additional solicitors assigned.
Participants	“Yes” = participants are assigned; blank = no participants assigned.
Update status	Select an updated status to apply to any selected row in the Steps grid.
Insert step	In the Steps grid, select the row beneath where you want to add an additional step and select Insert step. A blank row appears above the selected row.
Edit additional details	In the Steps grid, select the step you want to edit and select Edit additional details. The Edit a step screen appears, and you can make any necessary changes.
Adjust expected dates	To adjust Expected date entries, select the step or steps you want to change and select the plus and minus buttons to adjust the dates.