04
Months 4–9 · Toward 75 - deepening commitment
Engagement & Stewardship
Retain and deepen supporters through stewardship, engagement, and genuine community - moving from founder-centric to team-led.
What to do in this phase
4 key steps
These are the same items you can check off in your progress tracker.
Establish consistent rhythms
Run dependable communications plus regular touchpoints. Launch your first volunteer or giving circles with short, clear commitments.
Try this: Start circles once you have 30–40 regular supporters; multiply a circle around 12–15.
Create connection opportunities
Host events - service projects, shared meals, virtual gatherings - that build relationships beyond the ask.
Try this: Plan at least one connection event per month.
Develop engagement pathways
Offer clear ways to go deeper - volunteering, advocacy, monthly giving - and add mentorship. Make the next step obvious for everyone.
Try this: Track each supporter's progress along the pathway.
Communicate consistently
Send regular updates with stories, impact, and wins. Show outcomes, not just appeals.
Try this: Communicate 2–3 times per week; watch your email open rate.
What good looks like
- 50–75 regular supporters
- 30–40% in a circle or volunteer role
- Engagement pathway in place
- 5–10 emerging champions identified
