In this workshop…

…you'll begin to establish rules for precisely defining your segments. Then, you'll document those rules within your template for year-to-year reference and consistency.

Before we get started, make sure you have the following materials accessible:

• Module 2 Class 1 Worksheets (they'll walk you through as you determine your parameters)

• Donor Segmentation Parameters Template (where you'll record and archive your decisions)

• Your donor database (you’ll need it to gather some historical information)