Elementum
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Prioritized Giving Plan.

Turn your finding into an ordered plan that names your first guide, sequences the rest, adds any parallel routes, and puts a date on your first move.

This is the final step of the diagnostic, once you have your finding and your two numbers. One page. Keep it where you will see it.

Part A. Your route from the finding

Part B. The sequence, if you have more than one

List the guides you will work, in this order: strategy first, then retention, then base, then major relationships. You cannot run a journey you have not planned, and filling a leaking bucket wastes the money.

Part C. Parallel routes to add

If this is trueAdd this workYes / no
Concentration is a danger (from the Reality Check)The resilience plan in your continuity work
My case for support would not move a strangerBrand, awareness and storytelling
My board will not take up giving and getting at allBoard governance and development

Part D. Your first move

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Your plan names your next guide. Back to the diagnostic, or start over.