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Case Statement Presentation

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The Case Statement - The stated rationale for the existence of an institution as well as for its growth and strengthening

The Case Statement - The stated rationale for the existence of an institution as well as for its growth and strengthening

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  • 1. Case Statement Workshop
  • 2. Case Statement – What is it?
    The stated rationale for the existence of an institution as well as for its growth and strengthening
  • 3. We’ll Explore
    More about what it is..
    Definitions included in
    Uses of
    Elements of
    Information Selection
    Question’s for the writer
    Document itself
    Outline for prep
    Now what?
  • 4. A Case Statement Also…
    Shows the organization’s productivity and benefit to society
    Shows how the organization wants to improve its services
    Serves as the basis for all other communications materials
    Brochures
    Annual Reports
    General Publicity
    Media Outreach
  • 5. A Case Statement Will
    Speak to the organization’s programs and objectives moving forward
    Speak to its goals for future programs
    What will funds be used for?
    How will funds improve the lives of your clients
    Speak to the efforts of the organization to be sustainable, viable and productive well into the future
  • 6. Definitions
    Mission Statement
    Defines the central purpose of the organization
    Goals
    Major areas of concentration and priorities used to accomplish mission
    Objectives
    Specific activities accomplished within a time frame to accomplish goals
    These are important basics that must be developed first.
  • 7. Uses of the Case Statement
    An internal and external document with 5 primary uses:
    Early Stage of Prep
    To Obtain Consensus
    Helps to focus on priorities
    Helps to set direction
    Helps to define goals
    Discussion Document for Staff
  • 8. Uses of the Case Statement
    Recruitment Tool for New Board Members
    • CS should answer questions prospective board members may have
    Obtaining Major Gifts
    • CS can often be used as a proposal with a targeted cover letter
    • 9. CS is an excellent “Leave Behind” for major donors
  • Uses of the Case Statement
    Resource for Producing Other Documents
    This Document is the Quintessential Boilerplate
  • 14. Elements of the Case Statement
    Mission Statement – Who are you?
    Goals and Objectives – What we do want to accomplish?
    Programs and Services – What do you do?
    New Directions – What would you like to do?
    Governance – Who is on your board?
    Staff
    Location
    Finances
  • 15. Information Selection
    Historical – Why you?
    Geographical – Why here?
    People Served – Why them?
    Financial – How much does this cost?
    Management and Staff Bios
    Stories – Anecdotal evidence of the need/success – Powerful
    Revise and update as needed – One Editor!
  • 16. Questions for the Writer
    Why should someone give to us?
    Why should corporations give to us?
    Why should foundations give to us?
    Why should the government give to us?
    What does the local community expect from us?
    How will we recognize our donors?
    How will we publicize our activities and accomplishments?
    Have I told the whole story?
  • 17. Suggestions for the Writer
    Be direct, brief and thorough
    Write only what is supportable and defensible
    Stress the org’s commitment to the community and the future
    Write for the donor’s point of view
    Emphasize organizational strengths
    Be positive and optimistic
    Be rational and emotional
    No Passive Language
    “We will….”
    “We would like to maybe be able to…”
  • 18. Elements of the Case Statement
    Mission Statement – Who are you?
    Goals and Objectives – What we do want to accomplish?
    Programs and Services – What do you do?
    New Directions – What would you like to do?
    Governance – Who is on your board?
    Staff
    Location
    Finances
  • 19. The Document
    8 to 10 pages – Longer CS will need an executive summary
    Produce in such a way that it can be easily updated
    Use photos
    Cover should reflect your brand
    Not too many typefaces
    Visual impact should reflect your organization
    Produce in small batches or one offs
  • 20. Now What?
    The writer is done. The design is planned.
    Before you proceed
    Is the ED satisfied?
    Is the Staff satisfied?
    Is the Board satisfied?
    This is a living document that will be (hopefully) used by everyone involved with your organization. It tells your unique story. It allows all of you to tell it in the same way.
    It is the go to source of information about….