Effective donor segmentation starts with a solid plan. This comprehensive workbook guides you through the entire process, from identifying which segments to create based on your goals to designing specific outreach strategies for each donor group.

You'll get practical tools including a segmentation planning worksheet to assess your data and select priority segments, an RFM scoring template with threshold definitions and calculation examples, communication planning templates for building 90-day outreach calendars, and a quick reference guide with best practices and common mistakes to avoid.

Whether you're new to segmentation or refining your existing approach, this workbook gives you the framework to move forward with confidence.