Account Planning

Who matters, and how well do we know them?

An account plan is not a spreadsheet. It is an honest picture of the people in a relationship and how well you know each of them. This half-day builds one for a relationship you care about.

Who it is for

Account managers, relationship leads, partnership and major-gift fundraisers, anyone responsible for a few important relationships.

You leave with

One real account plan, on a page. A list of the people you should know and do not. Three things to do this month.

What we cover

Mapping the people. Shading how well you know them. Spotting gaps and risks. Choosing where to invest. Reviewing the plan so it stays alive.

How it runs

Half day, online or in person. Up to twelve, mixed sectors by design. Workbook, follow-up at thirty days.