Yearlong Plan for KPIs and Metric Goals
Once you have a solid understanding of important key performance indicators (KPIs) and setting goals, it’s time to make a plan. Unfortunately, simply coming up with this plan in your mind isn’t enough. If you don’t write it down and create a calendar to keep you on track, your chances of success greatly diminish.
In fact, studies show that writing down your goals increases your likelihood of achieving them by 42 percent! Every aspect of the DonorWerx Framework is geared towards helping your ministry accomplish what you’ve set out to do, so we’ve provided an example and template for creating a yearlong plan in the subsequent pages.
Remember that you can find these metrics in the SecureGive app. Fill out the blank resource after reviewing the example, and don’t be afraid to dream big!
KPIs and Metric Goals Over 12 Months (Example)
September 2023
| GPA | $30 | $28 |
| FTD | 10% | 8% |
| RPD | 90% | 92% |
| % Dig | 5% | 5% |
| % Rec | 3% | 5% |
| DNR | 40% | 35% |
October 2023
| GPA | $33 | $30 |
| FTD | 10% | 5% |
| RPD | 90% | 95% |
| % Dig | 10% | 12% |
| % Rec | 7% | 7% |
| DNR | 40% | 38% |
November 2023
| GPA | $35 | $35 |
| FTD | 10% | 5% |
| RPD | 90% | 95% |
| % Dig | 15% | 15% |
| % Rec | 10% | 10% |
| DNR | 40% | 42% |
December 2023
| GPA | $38 | $40 |
| FTD | 10% | 5% |
| RPD | 90% | 95% |
| % Dig | 20% | 22% |
| % Rec | 13% | 15% |
| DNR | 45% | 48% |
January 2024
| GPA | $40 | $43 |
| FTD | 10% | 2% |
| RPD | 90% | 98% |
| % Dig | 25% | 25% |
| % Rec | 15% | 18% |
| DNR | 45% | 49% |
February 2024
| GPA | $45 | $45 |
| FTD | 10% | 7% |
| RPD | 90% | 93% |
| % Dig | 30% | 33% |
| % Rec | 20% | 21% |
| DNR | 45% | 52% |
March 2024
| GPA | $48 | $49 |
| FTD | 10% | 9% |
| RPD | 90% | 91% |
| % Dig | 35% | 37% |
| % Rec | 23% | 25% |
| DNR | 50% | 52% |
April 2024
| GPA | $50 | -- |
| FTD | 10% | -- |
| RPD | 90% | -- |
| % Dig | 40% | -- |
| % Rec | 25% | -- |
| DNR | 50% | -- |
May 2024
| GPA | $53 | -- |
| FTD | 10% | -- |
| RPD | 90% | -- |
| % Dig | 45% | -- |
| % Rec | 30% | -- |
| DNR | 50% | -- |
June 2024
| GPA | $55 | -- |
| FTD | 10% | -- |
| RPD | 90% | -- |
| % Dig | 50% | -- |
| % Rec | 35% | -- |
| DNR | 60% | -- |
July 2024
| GPA | $58 | -- |
| FTD | 10% | -- |
| RPD | 90% | -- |
| % Dig | 55% | -- |
| % Rec | 40% | -- |
| DNR | 60% | -- |
August 2024
| GPA | $60 | -- |
| FTD | 10% | -- |
| RPD | 90% | -- |
| % Dig | 60% | -- |
| % Rec | 45% | -- |
| DNR | 60% | -- |
Abbreviation Summary
GPA: Giving Dollars Per Adult
FTD: First-time donors
RPD: Repeat donors
% Dig: Digital gift percentage of all giving
% Rec: Recurring gift percentage of all giving
DNR: Donor retention rate
*** The above calendar assumes March 2024 has just ended in a fiscal year that started in September 2023. Information was all garnered from the SecureGive app. Your overall goal for most of these KPIs should be an increase every month.
Certain metrics, however, may remain low even when you’re doing everything right. For instance, a church with a very high repeat donor rate (RPD) will see a lower percentage of overall giving coming from first-time donors (FTD).
In fact, an RPD of 100% means your FTD rate will be zero! If new members join your church, though, it will cause your RPD to drop even if the new congregants immediately tithe. Keep these nuances in mind when planning your calendar.
Also, note that the donor retention rate goals listed are high for the nonprofit sector. Fortunately, this isn’t the nonprofit sector! Once a congregant gives, they’re likely to continue doing so. You can improve this number by increasing recurring gifts (% Rec) through automatic payments. ***
KPIs and Metric Goals Over 12 Months
M/Y_______________________
| GPA | -- | -- |
| FTD | -- | -- |
| RPD | -- | -- |
| % Dig | -- | -- |
| % Rec | -- | -- |
| DNR | -- | -- |
M/Y_______________________
| GPA | -- | -- |
| FTD | -- | -- |
| RPD | -- | -- |
| % Dig | -- | -- |
| % Rec | -- | -- |
| DNR | -- | -- |
M/Y_______________________
| GPA | -- | -- |
| FTD | -- | -- |
| RPD | -- | -- |
| % Dig | -- | -- |
| % Rec | -- | -- |
| DNR | -- | -- |
M/Y_______________________
| GPA | -- | -- |
| FTD | -- | -- |
| RPD | -- | -- |
| % Dig | -- | -- |
| % Rec | -- | -- |
| DNR | -- | -- |
M/Y_______________________
| GPA | -- | -- |
| FTD | -- | -- |
| RPD | -- | -- |
| % Dig | -- | -- |
| % Rec | -- | -- |
| DNR | -- | -- |
M/Y_______________________
| GPA | -- | -- |
| FTD | -- | -- |
| RPD | -- | -- |
| % Dig | -- | -- |
| % Rec | -- | -- |
| DNR | -- | -- |
M/Y_______________________
| GPA | -- | -- |
| FTD | -- | -- |
| RPD | -- | -- |
| % Dig | -- | -- |
| % Rec | -- | -- |
| DNR | -- | -- |
M/Y_______________________
| GPA | -- | -- |
| FTD | -- | -- |
| RPD | -- | -- |
| % Dig | -- | -- |
| % Rec | -- | -- |
| DNR | -- | -- |
M/Y_______________________
| GPA | -- | -- |
| FTD | -- | -- |
| RPD | -- | -- |
| % Dig | -- | -- |
| % Rec | -- | -- |
| DNR | -- | -- |
M/Y_______________________
| GPA | -- | -- |
| FTD | -- | -- |
| RPD | -- | -- |
| % Dig | -- | -- |
| % Rec | -- | -- |
| DNR | -- | -- |
M/Y_______________________
| GPA | -- | -- |
| FTD | -- | -- |
| RPD | -- | -- |
| % Dig | -- | -- |
| % Rec | -- | -- |
| DNR | -- | -- |
M/Y_______________________
| GPA | -- | -- |
| FTD | -- | -- |
| RPD | -- | -- |
| % Dig | -- | -- |
| % Rec | -- | -- |
| DNR | -- | -- |
Abbreviation Summary
GPA: Giving Dollars Per Adult
FTD: First-time donors
RPD: Repeat donors
% Dig: Digital gift percentage of all giving
% Rec: Recurring gift percentage of all giving
DNR: Donor retention rate