Learning How to Build a Comprehensive          Development Plan                  Lisa C. Intagliata, CFRE                 ...
Introductions   Introduce yourself, title, organization   Where you are in your development planning    –   Beginning   ...
Which plan comes first?   Long-Range Plan- Defines what your organization    will look like at the end of a given time  ...
What is a Development Plan?   Blueprint for raising funds   Required to achieve goals stated in your    strategic plan ...
Why is it important?   Gives a clear sense of who we are and how our    mission relates to the community we serve   Give...
Assessing Your Fundraising to Date           (Step #1 in Your Plan)•   Review all relevant written material    - direct ma...
Assessing Your Fundraising to Date                          (Continued)   Build understanding & ownership in your plan   ...
Possible Interview Questions   Why did you get involved with this organization?   What is you current opinion of the ser...
Creating an Organizational              Development Plan   Gather information from interviews   SWOT EXERCISE   Outline...
Outline Strategies/Tactics/Initiatives   Based on the goals you set for each facet of    your Development operation, map ...
Clarifying Your Financial Needs            (Step # 2 in Your Plan)   Draft an Institutional Budget   Test fundraising po...
How do you begin?#1 Work w/CEO to determine what your fundraising  needs will be next year (new staff, equipment, growth, ...
Net Fundraising Goal+   Costs of Fundraising= Total Development Goal For Year
Creating an Operational Development               Plan   Finally adopt both the budget & Op. Dev.    Plan   Finalize the...
OUTCOME   The outcome of the planning process is a    written, operational development plan for the    year which clearly...
Other resources   AFP International-- www.afpnet.org   AFP Southwest FL Chapter   Nonprofit Resource Center/Giving Part...
THANK YOU!                              Questions? Lisa C. Intagliata, CFRE Director of Development Sarasota Memorial Heal...
Upcoming SlideShare
Loading in …5
×

Learning how to build a comprehensive development plan2012

859 views
736 views

Published on

Published in: Business
0 Comments
1 Like
Statistics
Notes
  • Be the first to comment

No Downloads
Views
Total views
859
On SlideShare
0
From Embeds
0
Number of Embeds
0
Actions
Shares
0
Downloads
19
Comments
0
Likes
1
Embeds 0
No embeds

No notes for slide

Learning how to build a comprehensive development plan2012

  1. 1. Learning How to Build a Comprehensive Development Plan Lisa C. Intagliata, CFRE Director of Development Sarasota Memorial Healthcare Foundation, Inc. April 17, 2012
  2. 2. Introductions Introduce yourself, title, organization Where you are in your development planning – Beginning – In the middle (maybe stalling) – At the end What you hope to gain today-Your goals
  3. 3. Which plan comes first? Long-Range Plan- Defines what your organization will look like at the end of a given time Strategic Plan- Defines how you will get there Marketing Plan- Defines your potential markets and how to reach them Development Plan- Defines fundraising strategies & goals
  4. 4. What is a Development Plan? Blueprint for raising funds Required to achieve goals stated in your strategic plan Board’s responsibility to direct staff to prepare a fundraising plan-or work w/ consultant to do so Must determine strategies & set goals w/ your fundraising committee-interfaces w/ organization’s budgeting process (Exercise #2)
  5. 5. Why is it important? Gives a clear sense of who we are and how our mission relates to the community we serve Gives a clear sense of our organization’s direction, familiarity w/ its activities and how they relate to the community Directs us on how we plan to achieve the mission Gives us the knowledge of how much it will cost Bottom LineAs an organization, we can NOT raise funds without it
  6. 6. Assessing Your Fundraising to Date (Step #1 in Your Plan)• Review all relevant written material - direct mail, case statements, annual reports, brochures, newsletters etc… (Exercise #1)• Review your fundraising programs success rate- Ways you asked & how much you received (Exercise # 3- Cost Effectiveness Formulas)• Review the gift potential of each market/constituency (upgrading & acquisition opportunities) (Exercise # 4)• Review the available investment resources (volunteers, staff, space, equipment, materials, budget etc…) (Exercise #6B)
  7. 7. Assessing Your Fundraising to Date (Continued) Build understanding & ownership in your plan with volunteers & staff by involving them Interview 12-15 people close to your organization (Board members, volunteers, staff, alumni, parents etc…) What questions should you ask? Review Readiness Assessment Handout/Quiz
  8. 8. Possible Interview Questions Why did you get involved with this organization? What is you current opinion of the services offered to our clients? How effective has the board been in raising funds? How effective has the staff been in communicating its need for fundraising assistance to the Board? How good a job does the org. do with regard to media and PR? What are your specific responsibilities as a staff (board) member or volunteer?
  9. 9. Creating an Organizational Development Plan Gather information from interviews SWOT EXERCISE Outline Fundraising Goals for the Year - Annual Fund (Moves Management) (Exercise # 5) - Prospect Research - Corporations/Foundations - Special Events - Planned Giving - Communications/PR - Capital Initiatives? - Volunteer or Membership Recruitment/Retention
  10. 10. Outline Strategies/Tactics/Initiatives Based on the goals you set for each facet of your Development operation, map out the following: – Strategies to reach each goal – Tactics to achieve the strategy – Initiatives to actually achieve the tactics – Set each initiative to a timeline you can follow (Exercise # 6)
  11. 11. Clarifying Your Financial Needs (Step # 2 in Your Plan) Draft an Institutional Budget Test fundraising potential against the draft budget by identifying prospects, analyzing readiness & capacity, and identifying the resources required for solicitation strategies.
  12. 12. How do you begin?#1 Work w/CEO to determine what your fundraising needs will be next year (new staff, equipment, growth, # of people to serve)#2 Work with CFO to estimate the costs of the changes in step #1 and add to costs from last year’s budget#3 Determine what you are most likely to accomplish- amount of $ you will probably raise based upon past results (NET FUNDRAISING GOAL) (SEE HANDOUT)
  13. 13. Net Fundraising Goal+ Costs of Fundraising= Total Development Goal For Year
  14. 14. Creating an Operational Development Plan Finally adopt both the budget & Op. Dev. Plan Finalize the budget & confirm fundraising goals -FINALIZE OPERATIONAL DEV. PLAN
  15. 15. OUTCOME The outcome of the planning process is a written, operational development plan for the year which clearly articulates: * Goals (financial & operational) * Strategies * Tactics * Initiatives * Timeline
  16. 16. Other resources AFP International-- www.afpnet.org AFP Southwest FL Chapter Nonprofit Resource Center/Giving Partner Selby Library/Sarasota County Public Library System
  17. 17. THANK YOU! Questions? Lisa C. Intagliata, CFRE Director of Development Sarasota Memorial Healthcare Foundation, Inc. 1515 South Osprey Avenue Suite B-4 Sarasota, FL 34239 (941) 917-1286 (941) 917-2270 Fax Lisa-intagliata@smh.com

×