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Accountability When Fundraising: Deal RoadMap
 

Accountability When Fundraising: Deal RoadMap

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Accountability When Fundraising: Deal RoadMap. Learn how following a Deal RoadMap and bring money into your business. Sign up for our FREE course today https://www.udemy.com/dealroadmap/ ...

Accountability When Fundraising: Deal RoadMap. Learn how following a Deal RoadMap and bring money into your business. Sign up for our FREE course today https://www.udemy.com/dealroadmap/

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    Accountability When Fundraising: Deal RoadMap Accountability When Fundraising: Deal RoadMap Presentation Transcript

    • Course Objective Where are we? Where are we going? ● Get everyone on your deal team working towards the same goal ● Accountability tool ● Drives decisions and saves time
    • Key Learning Outcomes ● How to put together a Deal Road Map ● Obtain agreement of key stakeholders ● How to be successful fundraising ● Avoid pitfalls and misallocation of time
    • Project Management Basics Customized for You 1. Define your scope 2. Time 3. Resources 4. Budget
    • The Real Value is Accountability ● 20% of the value is from thinking through the process and defining a scope ● 80% of the value is from holding people accountable and make sure everything is present at close
    • Key Elements Task/Activity Start and End Date Primary person responsible Secondary person responsible Completion percentage Notes
    • Sharing Outside Your Organization You decide Make a subset available for outside people to access
    • Step One... ● Pilfer
    • Validate 1. Get buy in from all stakeholders 2. Validate with your advisory board 3. CEO / founder to talk with peers that have been through the process (don't forget they are an influencer) 4. Talk with your attorney
    • The Kickoff Have a kickoff event where everyone's roles are defined Build a roster
    • Weekly Accountability Meeting ● Go through the deal road map on a line by line basis once a week. ● It is a living document
    • Action Plan ● Outline Accountability tools and timelines ● Create Deal Road Map ● Share your Deal Road Map
    • Next Steps ● Join our Master Fundraising Course ● Join us now for 50% off ● "FAN" www.udemy.com/raisemoneyusingdigitalmedia/ ● Feedback: Jason (at) INVESTyR.com