Effectively Onboard Major Gift Officers with a 90-Day Plan

Last updated March 11, 2019

Course Length

59m

Last Updated

March 11, 2019

Effectively Onboard Major Gift Officers with a 90-Day Plan

Last updated March 11, 2019

Effectively Onboard Major Gift Officers with a 90-Day Plan

59:46

Learn how to maximize onboarding success through two-way accountability between the manager and the new major gifts officer.

Overview

This webcast will detail a 30-60-90-day onboarding plan that will help your new major gift officers (MGOs) hit the ground running from day one. While this plan is targeted towards millennial hires with little prior fundraising experience (but many transferable skills), anyone could benefit from this onboarding framework.

Better onboarding starts with considering regular goals and tasks for both the new hire AND the manager. Join us online to get a roadmap for this kind of onboarding that will increase production, lessen turnover, and advance donor relationships.

Who should attend?

Anyone in charge of onboarding and managing new MGO hires would benefit from this training. Teams would especially benefit from this training by getting on the same page regarding their onboarding plans.

Agenda

After briefly discussing common onboarding pitfalls and sharing their personal onboarding success story, John Dinkens and Dan Bolsen will walk you through a 30-60-90-day MGO onboarding plan according to key monthly outcomes:

Day 30: New hire should be familiar with the key internal and external stakeholders and fundraising priorities across campus.
Day 60:New hire should be making five significant contacts and five donor visits per week.
Day 90: New hire should be “off and running” with donor visits.

You will leave with an understanding of how you can flex this onboarding plan based on your own and your new hire’s strengths.

Leave with a Template

You will leave with a template for a 30-60-90-day MGO onboarding plan. This plan differs from other onboarding plans by ensuring that the new hire and the manager work together towards shared success.

The plan includes monthly training outcomes and weekly tasks for both the manager and the new hire to complete. It provides a roadmap for weekly dialogue between the manager and the hire and effectively onboards donors to the new gift officer.