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Customer Success Manager at Blackbaud Canada

  1. Happiness w iPodBuild a fundraising plan – review your plan weekly and quarterly.
  2. Use Monday as your launch day for the week – build a weekly to-do list and block off time to complete your tasks.
  3. Drink more water – you’ll have to go to the bathroom and take a break from your computer.
  4. Leave 20% of your weekly calendar free. You’ll have time to fight the fires when they happen.
  5. Talk to your boss – meeting formally or informally once a week will make sure you’re on the same page with priorities.
  6. Focus your time on activities that are directly related to bringing money in – donors, grant applications, major gift conversations, appeal letters are great examples.
  7. Break large tasks (like build communications plan for appeal letters) into smaller, achievable tasks.
  8. Job shadow a programming staff person each quarter – You’ll not only build trust with your team, you’ll also be able to gather your own stories to share with donors.
  9. Book holidays. And take them.