Moves management, from portfolio to lasting impact
Know the next move. Carry the relationship forward.
Follow Morgan Ellis’s interest in student access through qualification, a campus visit, a scholarship commitment, and personal stewardship. Each stage has evidence, an owner, and a next move.
Gratona / AdvancementInteractive example
Step 1 of 7 · PortfolioWeekly portfolio review
Start the week with the relationships that need you.
Sarah reviews upcoming moves and stalled handoffs. The director sees the same plans with enough context to help.
| Relationship / objective | Stage | Next move |
|---|---|---|
| Morgan Ellis · Student access | Identification | Confirm trustee introduction |
| Patel household · Annual scholarship | Stewardship | Review impact update |
| Cedar Foundation · Lab equipment | Solicitation | Answer proposal questions |
Decision & ownershipSarah Mitchell
Sarah and the director agree on priorities based on relationship readiness and outstanding commitments.
Prepared with TaliFor your team’s review
Prepare a portfolio brief highlighting overdue moves, unanswered questions, and upcoming visits.
Relationship plans · Contact reports · Next-move dates
The week starts with purposeful conversations and clear ownership.