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Donor Lifecycle Stage Scoring

Source: R/analysis_donor_lifecycle_stage.R
analysis_donor_lifecycle_stage.Rd

Assigns donors to lifecycle stages:

  1. Prospect (alignment > 0.7, no funding)

  2. New Partner (1-2 years funding)

  3. Growing Partner (increasing amounts, multiple sectors)

  4. Strategic Partner (multi-year, flexible funding)

  5. Legacy Partner (10+ years, co-design initiatives)

Usage

analysis_donor_lifecycle_stage(
  flows,
  alignment_df = NULL,
  recipient_name = NULL
)

Arguments

flows

Dataframe flows.

alignment_df

Optional tibble with donor alignment scores (donor, alignment_score 0-1).

recipient_name

Character: The name of the recipient organization to filter the flows by.

Value

a list with data, aka a Tibble with donor, metrics and stage (factor) and a plot.

Details

Uses flows to compute engagement_frequency, funding_trend (slope), multiyear_share proxy, and partnership_complexity proxy, scoped to a specific recipient organization.

Examples

result <- analysis_donor_lifecycle_stage(flows, 
             recipient_name= "United Nations High Commissioner for Refugees" )
print(result$plot)