Creating a Moves Plan Types

Moves Plan Types are an easy way to assign prospects and solicitors together with a structured agenda for cultivating donations/donors. Over time, a solicitor manages, or moves, a prospect through tasks and stages, bringing that prospect closer to their organization, forming a relationship. Moves Plan Types can be created within Personify360 and used as templates for future assignment.

The system is setup to have only one open plan type per prospect. This way there won't be multiple people soliciting the prospect for the same reason. Alternatively, you should create different plan types for each type of solicitation (e.g., Major Donor, Planned Giving, Scientific Contributions, Scholarship Fund, etc.). Then, you can have multiple fundraising initiatives for the same prospect.

To define a moves plan type:

1. From the Personify360 main toolbar, select Moves Mgmt > Moves Plan Types.
The Moves Plan Type Definitions search screen displays.

2. Click Create New.
The Moves Plan Type Definitions screen displays, as shown below.

3. Enter the Moves Plan Type name.

4. Enter the Moves Plan Type Description.

5. Check the Active checkbox if you want the Moves Plan Type to be active in Personify360.

6. Under Plan Stages, click Add.
The Stage Detail fields unlock.

7. Select the Stage from the drop-down.

8. Enter in the Pipeline Percentage you want to associate with this Stage.

9. Check the Active checkbox if you want the stage to be active in this Moves Plan Type.

10. Repeat these steps to create more Stages as needed.

11. When you are finished creating your Moves Plan Type, click Save.

Screen Element	Description	Business Rules
Moves Plan Type	Text box. This is the name of the Moves Plan Type. This 24 character plan type must be unique for the organization, organization unit. "PLANNED_GIVING" and "MAJOR_DONOR" are examples of typical moves plan types used by organizations.	Fnd_Moves_Plan_Type. MOVES_PLAN_TYPE Text; 24 characters. Always required. Validation: Must be unique by organization, organization unit. Can be edited on insert, but once saved, cannot be edited.
Moves Plan Type Description	Text box. A description of the moves plan type that will be displayed on the prospect moves plan screen when a moves plan is assigned to a moves plan.	Fnd_Moves_Plan_Type. MOVES_PLAN_TYPE_DESCR Text; 500 characters. Always required. Can always be edited.
Active	Checkbox. Checking this checkbox enables the Moves Plan Type in Personify360. Unchecking it disables the Plan Type but keeps the record hidden.	Fnd_Moves_Plan_Type_Stage. ACTIVE_FLAG Text; 1 character. Always required. Valid values: Y or N. Default: Y. Can always be edited.
Stage Detail
Stage	Drop-down. This is a subcategory of a Plan Type. It is a tracking term used to describe how close a prospect is to donating. The Moves stage associated with the Moves plan type. Example Moves plan type stages are: "SUSPECT "PROSPECT "QUALIFIED "SOLICITED "CULTIVATED "STEWARDSHIP "NOT_VIABLE	Fnd_Moves_Plan_Type_Stage. MOVES_STAGE_CODE Text; 24 characters. Always required. Validation: App_Code.CODE where App_Code.SUBSYSTEM = 'FND' and App_Code.TYPE = 'MOVES_STAGE' and App_Code.ACTIVE_FLAG = 'Y'. Must be unique for organization, organization unit and moves plan type. Can be changed on insert, but once saved, cannot be edited; record must be deleted.
Pipeline Percentage	Text box. This field associates with the stage. It is the percentage chance a prospect will donate. For example, if a prospect reaches the qualification stage, they could have a 40% chance of donating.	Fnd_Moves_Plan_Type_Stage. PIPELINE_PCT Numeric value; must be a whole number between 0 and 100. Always required. Default: 000. Can always be edited.
Active	Checkbox. Checking this checkbox enables the Stage in the Moves Plan Type. Unchecking it disables the Stage but keeps the record hidden.	Fnd_Moves_Plan_Type_Stage. ACTIVE_FLAG Text; 1 character. Always required. Valid values: Y or N. Default: Y. Can always be edited.