It’s Time for Your Annual MPD Goals

What do you do to prepare MPD goals for the coming year?  I can share a few things I do.  One of these ideas should be done in the next few weeks.

Do you ever look over your MPGA report?  You can see it any time in the Staff Services area on the Staff Web.  You’ll find it under “shortcuts” in the lower left corner of the Staff Services home page.  Click on “MPGA” to read your report, download it, and/or print it.  You might want to download it before taking an extended MPD trip. (See below about MPD trips).

RIGHT NOW (after the January 10th paycheck and before February 7th) is the perfect time to get a copy of your MPGA report.  During this time period your report will have all your data for the previous year.  Because I get our own copy of the report every year in mid-January, I have summary data for any particular year on file.  So, I could compare how our account looked last year to any previous year if we ever needed to.

While you’re looking at your MPGA report online, notice the drop-down menu in the green bar across the top of the page.  Click on the drop-down arrow where it says “MPGA” and select the Thirteen Month Report for January 10th.  Download or print this report, too, because this report is a great supplement to the MPGA, especially the summary page, and will give you a good overall look at the previous year.

After you have your MPGA, you might flip through to the second report on frequencies to see if you need to encourage any donors to sign up for EFT.  Also, look through the lost donors report to see if you need to contact anyone.

I mostly use the fourth report every year (the report sorted by percentages).  Because 15 to 20% of our donors provide 50% of our annual income, I save their names in a group in TntMPD. I also have a group for the additional 10% who provide 80% of our income.  I recommend doing this because you can’t possibly keep up with several hundred people equally.  (Learn how to create Saved Groups in TntMPD).

Here’s one way you could use your new groups next year to be more effective in connecting with your donor team.  Using groups in TntMPD makes it easy for you to try this idea or something similar:

• A Christmas card to all donors
• An anniversary or birthday card to the 30% providing 80% of your income or better
• In addition, an Easter card to the 20% providing 50% of your income

In our case that would only be 65 anniversary cards spread out through the year and 33 cards to send at Easter. That’s a lot more do-able than 220 cards!  (Read more ideas for sending holiday cards.)

How do you use these eTools?  Do you have anything else you do that is helpful?

NOTES:

• MPD Trips:   (The following link will work if you are signed in to the Staff Web.)  Go to the 8-week plan for MPD trip planning for details about using your MPGA report to prepare for a trip.
• Again, you can download your MPGA report at any time, but downloading it now will also show you your actual reimbursement expenses to help you in  your planning for next year.
• This link should take you to the 13 Month Report.
• Click here for more ideas to use TntMPD.

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