or .. What do I do now?

The First Steps

Or maybe more like ….

I’m new and I’m already lost, confused and overwhelmed!

Don’t panic …

You’ve taken the first step already …

only 35 left to go!

Steps 2-351. Done!!!!!!

2. Get home safely

3. Tell boss that 20-30hrs a week will be devoted to RP, hope they don’t mind

4. Investigate new job that is more understanding of ASHRAE and RP duties

5. Immediately write a check for $1,000 to show commitment

6. Announce Goal to Board, ask them for $1,000 each to show their commitment

7. Celebrate that Goal is already 50% achieved and it’s only September

8. Call up every single member of the chapter who has given in the last 10 yrs and thank them for their support!

9. Call up every single member of the chapter who has NOT given in the 10 yrs and demand an explanation.

10. For those members who have given, ask them to please double their contribution this year.

11. Explain that it’s really, really important that they donate and that they will be publically ridiculed if they don’t.

12. Plan public ridiculing party for those chapter members who don’t give.

13. Don’t forget to say Thank you! to those who do give.

14. This Thank You! should be subdued if they only give what they gave previously and didn’t double at your suggestion.

15. Reserve skywriting plane to say Thank You! to those who do double their contribution from last year.

16. Memorize Training Manual

17. Memorize and prepare PowerPoint of current Research Plan to be presented at every chapter meeting

18. Immediately write a check for $1,000 to show commitment

19. Announce Goal to Board, ask them for $1,000 each to show their commitment

20. Celebrate that Goal is already 50% achieved and it’s only September

21. Call up every single member of the chapter who has given in the last 10 yrs and thank them for their support!

22. Call up every single member of the chapter who has NOT given in the 10 yrs and demand an explanation.

23. For those members who have given, ask them to please double their contribution this year.

24. Explain that it’s really, really important that they donate and that they will be publically ridiculed if they don’t.

25. Plan public ridiculing party for those chapter members who don’t give.

26. Don’t forget to say Thank you! to those who do give.

27. This Thank You! should be subdued if they only give what they gave previously and didn’t double at your suggestion.

28. Reserve skywriting plane to say Thank You! to those who do double their contribution from last year.

29. Memorize and prepare PowerPoint of current Research Plan to be presented at every chapter meeting

30. Immediately write a check for $1,000 to show commitment

31. Announce Goal to Board, ask them for $1,000 each to show their commitment

32. Celebrate that Goal is already 50% achieved and it’s only September

33. Call up every single member of the chapter who has given in the last 10 yrs and thank them for their support!

34. This Thank You! should be subdued if they only give what they gave previously and didn’t double at your suggestion.

35. Celebrate a successful RP Campaign!

Step #1

Attend the Centralized Training

Learn the Nuts & Bolts Meet your RVC and Staff & get your Goal Ask all the questions you need to make

sure you know the 3 ‘biggies’ – What, Where and Who

The 3 ‘biggies’

What is RP & what am I doing?? And why didn’t I volunteer to be historian instead???

Where to start once you leave training

Who to contact if you don’t know the What and the Where

Step #2 When you get back - pull out the

calendar and put it some place where you can see it

Don’t lose it! If you do lose it, print it out again

Fill out your Action Plan based on the Timeline AND your personal timeline Reference that if you’re unsure what you

should be doing or call your RVC or Staff

Step #3

Sharing ….

Share … Goal with your Board & Chapter Officers

for their buy-in and commitment! Full Circle Time

Goal and RP Calendar with your Chapter! Special Events Donor Recognition Full Circle Completed RP Night

This is where your Newsletter & Chapter website helps!

HALF WAY DONE AND YOU STILL HAVEN’T HAD TO

MAKE ANY SCARY CALLS OR ASK (MUCH) FOR MONEY!

Step #4

Run the 10 Yr History Report Sort it

Last year’s donors on top, highest first Adjust the view Adjust the font Adjust the column width Take a deep breath & complain this

is going to take too long (it won’t – I promise)

Just do it

Pick up the phone & call the first person who is: A donor from last year Someone you know (past RP Chair maybe?) A medium size donor

Do you want your first call to be asking for $10,000?

THANK them for giving in the past“Thank you so much for your support last year

!” and …

You’ve just made your first donor solicitation!!

Only 50+ more to go!

Step #5 Keep making calls, contacts, solicitations

People should KNOW what you’re going to say to them by January and throw money at you JUST to make you go away

Run your Real Time Reports Monthly Have people given like they said? Have they given what you expected?

Follow up as needed

USE the donor call sheets & lists sent to you by Staff

Lists from Staff

Not just for OUR benefit but YOURS!

Matching Gift Lists Trane Johnson Controls

Upsell Donors Donors who are close to Honor Roll Level

‘Decreased’ Donors

The Big One

Missing it can undo all previous steps

(except #1 since we can’t go back in time)

Step #6

6 Easy Steps to making Goal1. Attend & Learn2. Plan3. Share4. Ask5. Use6. Send it in

And the 7th … bonus step that makes it all much better

Smile ... It’s going to be FUN