How is the Development Next Steps form different from the Contact History portion of the RIS form? Do I really need two separate forms to track this information?
I respect your desire to streamline the research process! But actually, these two forms do different things. The Contact History portion of the RIS form is basically a phone log that helps you monitor your communication with one specific funder. And since it’s part of a larger form, it has a limited amount of space for you to take detailed notes. The Next Steps form, on the other hand, allows you to focus on a number of funders at one time. It gives you four columns to work with that you can resize to fit your needs. In the first column, you’ll list the types of funding sources you’re seeking support from along with contact information. The second column is where you’ll jot down a brief progress report—this lets you know what communication you’ve already made. In the third column, you’ll write down some general notes. As you see in the sample page, these notes can be about anything you find important to remember. And in the last column, you’ll describe the steps you need to take next i
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