ResultsPlus Essential Elements Agenda

Training

Agenda
Day 1:
  • Introduction
  • Explore the ResultsPlus program
  • Keep track of your key constituents
  • Coordinate and track cultivation activities
  • Organize committee activities
Day 2:
  • Identify stakeholders and prospects
  • Segment your prospects
  • Create targeted communications
  • Record pledges
  • Process gifts in quantity
  • Process acknowledgments in quantity
Day 3:
  • Reconcile with the accounting department
  • Make changes to posted gifts and pledges
  • Make it lookthe way you want
  • Make it workthe way you want
  • Learn tips, tricks & tidbits including:  Monthly Maintenance, Favorite Functions, Added Assets, and Quick Clicks
What's included:
  • Laptop computers are provided for use during the class session
  • Training manuals are provided, containing ample space for notes and intended for ongoing use
Daily schedule:
  • Class sessions run from 9:00 am until 4:30 pm daily with a one-hour lunch break
  • Students are asked to check in 10 minutes prior the beginning of class
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