Feel free to open the call with pleasantries, then a few minutes after the call's start time, dive into the around-the-room report.  As a reminder, here are the questions we recommend asking:

Go "around the room" so each person can report on their MTD work (couples can report together). This helps to make sure everyone shares. 

• The number of Financial Asks. (Feel free to inquire how it went.)
• Something you’re thankful for in MTD this week
• Something that's working or a question or discussion item for your group → [If they can’t think of anything] What would make this call helpful for you today?
• Action items update - see last week's column on the Action Items Spreadsheet.
• Optional: What’s in the way? What are some of the obstacles in your MTD work?

After everyone has given an update, move on to the Q&A portion. You decide what questions to tackle first. Encourage your group to answer each other's questions. This can often be the place where the most insight is gained. 

After Q&A, move to this week's strategy skill session: how we follow up on our End of Year Ask donors through the Thank, Show, Connect, Offer rhythm. FYI: Your cohort might want to focus on the "Thank" portion of this rhythm because that's the season they're currently in - thanking those who gave a special gift at year-end. We also wanted to introduce the full cycle because that's what extends beyond the "thank you" in how to cultivate special-gift donors to give again. 

Thank, Show, Connect, Offer

Resource Pages 

Pages you can send to those you're coaching.

Annual Stewardship Plan & Timeline

Fundamentals for Engaging High-Capacity Givers

Creative Ways to Connect With Supporters

Ways to Connect