To standardize the "Moves Management" process for major gifts, a consultant should implement Action Plans
. This feature allows a nonprofit to define a "checklist" of tasks that represent their best practices for high- touch fundraising.
Step-by-Step Implementation:
* Template Creation: The consultant creates an Action Plan Template named "Major Gift Solicitation."
* Standardized Tasks: Within the template, they define the mandatory steps, such as:
* "Research donor wealth profile" (Due in 2 days)
* "Draft personal solicitation letter" (Due in 7 days)
* "Schedule face-to-face meeting" (Due in 14 days)
* Flexibility for Users: When a Major Gift Officer starts a solicitation, they generate an Action Plan from this template and link it to the donor's record. A key feature of Action Plans is that once they are generated, the officer can add additional, ad-hoc tasks that are unique to that specific donor, meeting the "add tasks as needed" requirement.
* Tracking: The tasks generated by the Action Plan appear in the officer's standard Salesforce task list and on the record's activity timeline, ensuring full visibility into the progress of the solicitation.
Why other options are incorrect:
* Actionable Segmentation (Option A): This is used to create specific lists of donors for outreach (like a "call list") but does not provide a task-based workflow for individual solicitation.
* Actionable Relationship Center (Option C): While ARC helps visualize the donor's relationships, it is a data visualization tool, not a workflow engine for standardized task management.