Moves and the development scorecard
Move prospects through the pipeline and read the team's leading and lagging activity.
Major gifts are won through a sequence of intentional moves: qualify a prospect, cultivate the relationship, make the ask, steward the gift. Relae tracks where every prospect sits and what the next move is.
Capture a contact report
After a meaningful contact, write what happened in plain words and confirm it as a contact report. What happened becomes the relationship history. What is next becomes a planned move on the timeline, so history and what is ahead never get tangled. A contact can move a prospect to the next stage.
The scorecard
The development scorecard reads activity against benchmarked targets and weights it into a score out of 100, balancing leading activity (qualifications, substantive contacts, asks delivered) against lagging outcome (asks funded, gift production). It grounds in moves-management practice. A manager sees the whole team; an officer sees their own line. Every metric carries what it measures and why.