THE WORKING LIBRARY
Take the next
step with you.
Give a colleague something they can act on.
Use these with your existing records and workflows. The workbook includes a promise register, a story brief and a weekly capacity model.
ALL TOGETHER / XLSXThe Fundraising Atlas WorkbookFour sheets · Editable examples and formulas↗01Who Promised What?An agreed work queue with owners, dates, and blockers↗02The Second Gift Starts HereA welcome plan and a clear handoff to ongoing stewardship↗03One Introduction, Ready to MakeA permissioned introduction with an owned next action↗04One Story, Ready to SendAn approved update and a record of what was delivered↗05Before You Call Them LapsedA defined cohort, a reconciled count, and one investigation↗