Timelines and Guidelines for Moves Mgt

The topic of Moves Management has been overshadowed in the recent year by the surge towards Analytics. I suggest to you it is worth your while to pause and reflect on what it is you want your Analytics to reveal, to suggest, which trends to take notice of and why.

Recently on Prospect L there was an interesting posting put forth by Michael Morrison at Illinois Wesleyan U on the subject of what he calls Stage Times.

The analysis relates to the Moves Management Process, check out the notes and compare to what you are using.


We use timelines that are very similar to Kat's, except ours are the same across the board:

Field Qualification: 6 months to assess where our university falls in the donor's philanthropic priorities and whether that is changeable at this time
General Cultivation: 6 months to determine the donor's interests (scholarships, academic programs, facilities, etc.)
Focused Cultivation: 6 months to match up a donor's interests with a university project
Solicitation: 6 months to present, negotiate, and close the ask
Temporary Stewardship: As long as necessary; monitored every 6 months

We also place people in Permanent Stewardship (when we do not expect to solicit them in the future, but we want to keep them actively assigned to gift officers for stewardship activities) and into a Hold status (when a disruption happens in a donor's life that requires us to halt our activities), and we monitor both of those every 6 months.

Looking at a stage-age report is useful for monthly portfolio review meetings with the leadership over our Major Gifts team, and for the quarterly/biennial meetings that I have with each gift officer.

Michael Morrison '03
Associate Director of Prospect Research, Management & Analytics
Illinois Wesleyan University