Four goals, one fix

Record each thing once, then connect the boards. Every goal in the brief comes down to this.

The calendar sync works, but only for Lynn

It creates events, but only in one personal calendar, and the board it runs on isn't used.

See the check

Connecting donors, programs and workshops.

A proposal for the four goals in the meeting brief. It's based on a read-only review of the monday.com account: nothing has been changed.

Pro plan 7 members 85 active boards Reviewed 22 Sept 2026

Goal 1Donors, VIPs and eventsOne Contacts board, an Events board, and attendance per person per event. Goal 2Projects → programsA pipeline with clear stages, and a Won project becomes a program automatically. Goal 3Workshop logOne Sessions board from booking to report, instead of three places. Goal 4Alerts and calendarNotify the team, email facilitators, and send real calendar invites.

Record each thing once, then connect

Right now the same kinds of information are copied in several places. People appear in Donations — All Years, Event Lists, Event Attendees, Prospect Funders and Foundation Donations. Partner organisations are typed as free text on Partnership Projects, Impact Reports and every program board. Completed workshops are recorded in three different places.

All four goals come down to the same fix: one board for each kind of thing, linked with Connect boards columns. Mirror columns can then show information from linked boards, such as a contact's total giving. Both are included in the Pro plan.

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flowchart LR
  ORG[Organizations]:::n
  CON[Contacts
donors · VIPs · partners]:::n
  DON[Donations]
  EVT[Events]:::n
  ATT[Event Attendance]:::n
  PIPE[Partnership Projects
= pipeline]
  PROG[Programs]:::n
  SES[Workshops / Sessions]:::n
  FUND[Prospect Funders]
  CON --- ORG
  DON --> CON
  ATT --> CON
  ATT --> EVT
  DON -. optional .-> EVT
  PIPE --> ORG
  PIPE --> FUND
  PIPE -- "Won → auto-create" --> PROG
  PROG --> SES
  SES --> ORG
  classDef n fill:#EEE2FD,stroke:#8021ED,stroke-width:2px,color:#160529

Purple = a new board, or an existing board repurposed. Arrows show which board holds the link.

Donors & events →