Participant Coaching Plan

October 21, 2025

NAMIWalks �Team Introductions

What are NAMIWalks 10 Minute Trainings?

Agenda

• What is the Participant Coaching Report & Why it Matters
• How to Pull the Participant Coaching Report
• Participant Coaching Plan
• Prioritizing and Scheduling Outreach
• Q&A

What is the �Participant Coaching Report

What is the Participant Coaching Report

A downloadable report from DonorDrive that helps Walk Managers analyze participant behavior and target their coaching strategy for maximum fundraising success.

What It Shows: Key data for each participant, such as:

• Registration date
• Fundraising total and goal
• Team Captain status
• Returning participant status
• Page customization and Facebook fundraiser activity
• Shirt eligibility

Why the Participant Coaching Report Matters

From Data to Meaningful Coaching - Use insights to tailor outreach, because every participant’s journey is different.

The Participant Coaching Report turns numbers into stories:

• Who’s registered but hasn’t started fundraising
• Who’s leading a team but needs help recruiting

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• Who’s just one gift away from earning their shirt
• Personalized outreach makes your coaching mission-centered and effective, meeting participants where they are
• When you tailor your messages, participants feel seen, supported, and motivated to take action

Why the Participant Coaching Report Matters

Move from general outreach to intentional, participant-centered coaching.

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• Every column is an opportunity. The report shows where each participant is in their journey — from first-time walker to returning leader.
• Let data guide your outreach. Use insights to shape your tone, timing, and message.

• Meet participants where they are. Encourage new fundraisers; recognize returning ones.
• Purpose drives action. Personalized outreach strengthens engagement, fundraising, and retention.�

Personalized coaching is a strategic investment in long-term growth.

Why the Participant Coaching Report Matters

Turning Insights Into Action

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• $0 Fundraiser. Send a short “getting started” message with simple steps and a reminder that every dollar counts.
• Near-Shirt Earner. Celebrate progress: “You’re just $15 away from your NAMIWalks shirt!”

• Returning Walker. Thank them for coming back and remind them of the difference they make every year.
• Uncustomized Page. Encourage them to share their story — people give to people.�

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Every insight is a chance to connect and inspire action.

How to Pull the

Participant Coaching Report

How to Pull the Participant Coaching Report

How to Access

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• Log in to namiwalks.org/admin → Reports → Custom Exports → Participant Registrations
• Copy the Participant Coaching Template
• Enter your Event ID and Download as CSV

• Sort by key columns (goal %, Facebook fundraiser, returning participant, etc.)
• Use insights to segment your outreach and track progress

How to Pull the Participant Coaching Report

Quick Guide

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Participant Coaching Plan

Participant Coaching Plan

Participant Coaching Plan — Overview

Coaching is how we turn participants into fundraisers and fundraisers into champions. It’s about intentional, personalized outreach that deepens engagement and drives results.

Participant Coaching Plan

How It Works:

• Start with data: Run your Participant Coaching Report to see who’s registered, their goals, and activity.
• Use the scripts: Templates for calls, voicemails, and emails — for both new and returning participants, team captains, and corporate prospects.

Participant Coaching Plan

Best Practices:

• Personalize every touch — use names, teams, and goals.
• Prioritize the two most powerful calls: Welcome and Thank You.
• Track everything in your Outreach & Retention Tracker.
• Keep it simple: one meaningful connection can drive lasting commitment.

Prioritizing and �Scheduling Outreach

Prioritizing and Scheduling Outreach

When you plan for coaching, you plan for growth.

• Block time on your calendar each week for coaching calls and follow-ups — even one hour a week adds up.
• Start with your highest-value segments: returning participants, Walk Stars, team captains, and near-goal or milestone fundraisers.

Prioritizing and Scheduling Outreach

When you plan for coaching, you plan for growth.

• Think investment, not task: Consistent outreach builds relationships that grow Team and Participant revenue year over year.
• Measure your impact: Track outcomes in your Outreach & Retention Tracker to see where coaching drives results.

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• Consistency = ROI: The time you spend now strengthens retention, fundraising totals, and long-term loyalty.