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Case Statement Workshop<br />
Case Statement – What is it?<br />The stated rationale for the existence of an institution as well as for its growth and s...
We’ll Explore<br />More about what it is..<br />Definitions included in<br />Uses of<br />Elements of<br />Information Sel...
A Case Statement Also…<br />Shows the organization’s productivity and benefit to society<br />Shows how the organization w...
A Case Statement Will<br />Speak to the organization’s programs and objectives moving forward<br />Speak to its goals for ...
Definitions<br />Mission Statement<br />Defines the central purpose of the organization<br />Goals<br />Major areas of con...
Uses of the Case Statement<br />An internal and external document with 5 primary uses:<br />Early Stage of Prep<br />To Ob...
Uses of the Case Statement<br />Recruitment Tool for New Board Members<br /><ul><li>CS should answer questions prospective...
CS is an excellent “Leave Behind” for major donors</li></li></ul><li>Uses of the Case Statement<br />Resource for Producin...
Media Tools
Proposals
Reports
Letters</li></ul>This Document is the Quintessential Boilerplate<br />
Elements of the Case Statement<br />Mission Statement – Who are you?<br />Goals and Objectives – What we do want to accomp...
Information Selection<br />Historical – Why you?<br />Geographical – Why here?<br />People Served – Why them?<br />Financi...
Questions for the Writer<br />Why should someone give to us?<br />Why should corporations give to us?<br />Why should foun...
Suggestions for the Writer<br />Be direct, brief and thorough <br />Write only what is supportable and defensible<br />Str...
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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

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Case Statement Presentation

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

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