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Use this box to track the dates the Key Contact contacted the Organization. You’ll need to write the dates in manually. Example: Date of First Contact: 01/15/2026
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Use this box to add general notes about your contact with the Member Group. Example: Spoke with Jane Smith for approximately 30 minutes. She was excited to share details about Intiative B that her organization just received a grant for.
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Use this box to add notes about specific priorities for the Member Organization. Example: Organization B’s priority for 2026 is engaging with their local government.
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Use this box to add feedback, ideas, goals to help WE-CAN better engage with and support the Member Group.
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Use this box to add notes on follow-up actions that may be needed to better support the Member Groups intiatives, priorites or goals.