Kenny Rogers

For this week’s Advisor, FS asked a number of agencies and other companies that serve the nonprofit fundraising sector for tips on making the most of the client/vendor relationship. Here are some of their thoughts. “The No. 1 thing we’ve found is to clearly identify every task, lay it out on a spreadsheet, get agreement before beginning, then update the spreadsheet weekly with the status of each project. This helps to pinpoint problems, document progress, track mission creep and keep clients happy. It’s a technique I took from my Disaster Incident Management System training. They call it a ‘Tasks in Progress’ list.” — Rick