General meeting guide

A 30-minute conversation about ownership-not people.

Use general process descriptions only. No donor, prospect, organization, gift, or relationship information belongs here.

Agenda

  1. Confirm the internal portfolio and CRM decision owners.
  2. Review source categories whose purpose or permission is unclear.
  3. Review unresolved provenance, accuracy, and correction questions.
  4. Confirm donor-choice and confidentiality routes.
  5. Assign reserved questions to authorized leaders or qualified professionals.
  6. Record which general framework statement needs revision.