A Tracking Report helps review the activities your fundraising staff did in the previous month and projects their workload for the following months. This case study illustrates how to analyze a sample tracking report. This report covers foundations. There would similar reports for corporations and major givers.
Points to discuss with staff:
- January was a good month. All activities were accomplished and an additional donation was received. Gently ask if there are any new patterns from the 6 declines
- February has a large renewal upcoming. Review the status of the renewal.
- March will be busy emailing out the quarterly newsletter. Ensure staff have enough resources.
All data in this case study has been altered to protect confidentiality and to help illustrate learning points.