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SPRINGFIELD COLLEGE PHONATION CALLER EVALUATION Firsthand you so much for your pledge to the 20022003 Springfield College Annual Fund! I hope you'll take a few minutes to evaluate the telephone call
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How to fill out phonathon caller evaluation template

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How to fill out phonathon caller evaluation form

01
Start by gathering all the necessary information about the phonathon caller, such as their name, date of the call, and the purpose of the evaluation.
02
Evaluate the caller's communication skills, including their clarity, tone of voice, and ability to engage the person on the other end of the call.
03
Assess the caller's knowledge and understanding of the organization or cause they are representing during the phonathon.
04
Rate the caller's persuasion and fundraising abilities, including their ability to handle objections and close the donation.
05
Evaluate the caller's professionalism, punctuality, and adherence to the phonathon guidelines.
06
Provide feedback and suggestions for improvement in specific areas where the caller may need to enhance their skills.
07
Summarize the evaluation with an overall rating or score for the caller's performance during the phonathon call.
08
Submit the completed phonathon caller evaluation form to the appropriate supervisor or department for further review and action.

Who needs phonathon caller evaluation form?

01
Organizations or institutions that conduct phonathons for fundraising purposes typically need a phonathon caller evaluation form.
02
Supervisors or managers responsible for assessing the performance of phonathon callers might also need this form to evaluate their team members.

What is PHONATHON CALLER EVALUATION Form?

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The phonathon caller evaluation form is a document used to assess the performance and effectiveness of individuals participating in a phonathon, which is a fundraising initiative that involves making phone calls to potential donors.
Individuals or organizations that conduct phonathon fundraising activities are typically required to file the phonathon caller evaluation form to ensure compliance with relevant policies and to evaluate their fundraising efforts.
To fill out the phonathon caller evaluation form, you should provide details such as the caller's name, hours worked, number of calls made, donation amounts secured, and any feedback on the calling experience. Ensure all required fields are completed accurately.
The purpose of the phonathon caller evaluation form is to collect data on caller performance, assess the success of the phonathon campaign, identify areas for improvement, and ensure that fundraising activities align with institutional goals.
Information that must be reported on the phonathon caller evaluation form typically includes the caller's name, contact information, hours worked, number of successful calls, amount of funds raised, and overall performance ratings.
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