[ ] Hold welcome meeting

[ ] Schedule listening tour:

What's going well? What would you change?

• [ ] Individual board members
• [ ] Executive Director (or project leader)
• [ ] Larger donors
• [ ] Influential leaders working in the area
• [ ] Is there anyone we need to talk to who is not here?

[ ] Present finance plan

[ ] Schedule weekly team check ins

[ ] Define gift levels

[ ] Determine who is doing the asking.

[ ] Schedule individual calltime.

[ ] Create database and scrub information.

[ ] Create prospect list of grants.

[ ] Assign prospects to solicitors

[ ] Create prospectus

[ ] Create Ask Script

[ ] Ensure website is operational and in compliance

[ ] Ensure thank you process is in place

[ ] Begin solicitation

[ ] Create stewardship plan (thank yous and engagement)

[ ] Build out new networks where necessary

[ ] Create raiser resource website

[ ] Move donors to raisers

[ ] Support raisers in hosting events and soliciting friends