Setting Goals

There are two portions to the Set Goals area. First is the ability to set goals for your officers, whether based off of Peer Groups or for the individual officers. Second is a Peer Group editing feature which allows you to create, edit, and delete peer groups and assign officers appropriately.

To help you get started, Fundraiser Performance Management has populated recommended goals to provide guidance for your initial setup. Our recommended goals come from FPM Community Network Benchmark data and are set based on performance levels of the top 25% of gift officers. These annual goals are:

  • Visits = 120

  • First Time Visits = 40

  • Proposals Submitted at $25,000 or more = 20

  • Dollars Granted ≥ $1,000,000

Since every group of Officers is different, be sure to review and modify these goals for your specific Peer Group. Once you are done setting up the default goals for this Peer Group, you can then modify goals for specific Officers within the Peer Group.

Search – Search for a Gift Officer's name to determine what Peer Group they are assigned to and view their goals.

Fiscal Year – Select the year for your goals.

Arrow - Use the arrow to the left of the Peer Group name to expand or collapse that group.

Gear - The gear icon shows your options for the peer group including Edit Peer Group, Edit Goals, Edit Officers, or Delete Peer Group.