Ministry Partner Purpose and Outcome Definitions

There are two additional fields that are highly encouraged though not required to complete an activity. The Purpose and Outcome fields will help provide context about why you initiated the touch-point as well as what the overall result was. They are also helpful in locating activities that were meant to accomplish a specific goal, and they are crucial for accurate and effective reporting. For a detailed walkthrough please see the How to Create Activities article.

Purpose (Why)	Definition
Consultation	To discuss opportunities for partnership, needs, strategy, or training.
Cultivation	The main reason for this activity is to grow the relationship with the Partner that will propel them further into the cultivation process.
Follow-up	To follow up with the Partner from a prior communication.
Investigate	Evaluation of a potential partner organization to determine if there is an opportunity to form a partnership, identify needs, and gain understanding of ministry impact.
Networking	To gather additional leads for follow-up.
Partnership Formation	To finalize partnership, get a signed memorandum of understanding
Prayer	To pray with or for the partner
Project	Interaction which focuses on a specific project or project opportunity.
Prospecting	Initial effort of gathering partner leads.
Report Gathering	To capture a report from the field for use in ministry reporting.
Thank you	An activity created to thank a Partner (e.g., for a gift, for prayer, for participating in an event, etc.).
Training	To train for a project or upcoming event.

Outcome (What)	Definition
Approved	An interaction resulted in a request getting approved (e.g., equipment, resources, training, etc.)
Completed	The request or interaction was completed.
Denied	An interaction resulted in a request getting denied (e.g., equipment, resources, training, etc.)
Evaluate	There is a need for further evaluation (e.g., funding request, equipment, training, etc.)
In Process	Initial request or interaction was begun. Awaiting response.
Leads Identified	New leads were identified for further investigation.
New Partnership Initiated	A new partnership was formed and there will be further interaction.
Sent	A communication (e.g., letter, email, text, report, gift, etc.) was sent successfully.
Successful	The interaction was determined to be successful.
Unsuccessful	The interaction was determined to be unsuccessful