Help · If you run a club
Prize donors, sponsors and the to-do list
Every conversation with a donor or a sponsor is written down as it happens, so nobody asks the same business twice and nothing is typed from memory later.
How
- On the Moment’s console, under “Prize donors and sponsors”, the import’s donors are already listed with what they last gave. Under “Someone to ask”, give a business or a group by name, choose a prize or sponsorship, and press “Add to the list”.
- After you speak to them, press “Followed up”: by phone, by email, in person, or a note to the committee; what came of it; and a line for the record. The stage moves with it.
- When they say yes, record it. When the prize or the money arrives, press “It arrived” and describe it. That settles it.
- Under “Organise”, at the top of the Moment’s console, write what needs doing, with a day if it has one, and press “Add it”. Tick each off as it is done: the circle beside it. When nothing is open, the console says you are caught up.
- When the list grows, or something runs past its day, press “Put it in order”. A sheet shows the four milestones it makes and how many things come across; press “Put it in order” again and sort them into tracks, pick the step that proves each milestone done, and move a thing to the milestone it belongs to. From then on “Organise” shows the plan.
What happens then
- The stages read: To follow up, Still talking, Proposed, Said yes, Said no, Settled. The last thing that happened shows under each name.
- A no is written down too, so nobody asks them twice this year.
What Rally Round never does here
- Chase anyone for you, or send an email on your behalf from this list. The asking is yours; the record is ours.