https://bloomerang.co/resources/webinars/ Diane Leonard will teach you how to utilize the Scrum framework in your organization to significantly improve the fundraising team process.

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Presented by Diane H. Leonard, GPC, STSI
Using an Agile
Framework in
Fundraising
Teams

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• ScrumTrainer by Scrum Inc. ™ (STSI)
• Scrum Master by Scrum Inc.™ (SMSI)
• Product Owner by Scrum Inc. ™ (POSI)
• Grant Professional Certified (GPC)
• Product Owner, Agile in Nonprofits
• Approved Trainer, Grant Professionals Association
• Began career as Program Officer
• Over $80 million secured for clients
• Runner and coffee drinker
About
Diane
H.
Leonard,
GPC,
STSI

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What
We
Will
Cover
Today
I. How to increase the impact of your fundraising efforts
II. How to increase the happiness of your fundraising team
III. How to utilize Scrum in creating your fundraising plan for
the year
IV. How to manage large fundraising projects utilizing Scrum
V. How to facilitate your fundraising team utilizing Scrum
VI. Questions & Answers

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A little background
What is Agile?

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A little background
Then what IS Scrum?
Scrum IS a uniform approach to doing work, assigning
work in teams, and iterating work successfully during a
long period of time.
Scrum IS an Agile framework.
Scrum Guide: www.scrumguides.org

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A little background

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I. How to increase the impact of your fundraising efforts
To address the elephant in the
room.
I believe your fundraising skills are
on point…
But also believe there are always
ways you can improve the way
your team works together to
achieve your goals

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I. How to increase the impact of your fundraising efforts
Read and watch more at www.agileinnonporifts.com

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I. How to increase the impact of your fundraising efforts
…Because the line about Scrum
that gets most people interested?
“The art of doing
twice the work in
half the time.” Available at Amazon.com

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I. How to increase the impact of your fundraising efforts
…Because what we say at Agile in Nonprofits
“The art of creating
twice the impact in half
the time.”

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I. How to increase the impact of your fundraising efforts
Can you:
• Make your work more
visible?
• In your department?
• In your organization?

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I. How to increase the impact of your fundraising efforts
Can you:
• Change the make-up or size
of your team?
• Is your grant team too
small? Too big? (Ideal is 3
– 9)
• Is your grant team
inclusive of enough cross-
functional skills?

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I. How to increase the impact of your fundraising efforts
Can you:
• Focus on increasing team
happiness
• During stressful
deadlines?
• On a consistent basis?

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II: How to increase the happiness of your fundraising team
When was the last time you were asked at work if you were happy with your team?
…And had an honest team dialogue about how to make it better?

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II: How to increase the happiness of your fundraising team

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II: How to increase the happiness of your fundraising team

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II: How to increase the happiness of your fundraising team

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II: How to increase the happiness of your fundraising team
An idea for co-located teams

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II: How to increase the happiness of your fundraising team
An idea for distributed teams:
Video conference polling

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II: How to increase the happiness of your fundraising team
An idea for team psychological safety
www.easyretro.io

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II: How to increase the happiness of your fundraising team
Available at www.amazon.com

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III: How to utilize Scrum in creating your fundraising plan for the year
Questions to ask your team:
What did we accomplish last year?
What big goals/ideas/projects do we have as a team for the year?
Who sets the priorities for our team?
What are our sequentially ordered priorities right now?

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III: How to utilize Scrum in creating your fundraising plan for the year
The goal is to create a prioritized plan that is visible to the team and stakeholders.

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III: How to utilize Scrum in creating your fundraising plan for the year
The goal is to create a prioritized plan that is visible to the team and stakeholders.

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III: How to utilize Scrum in creating your fundraising plan for the year

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III: How to utilize Scrum in creating your fundraising plan for the year

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IV: How to manage large fundraising projects utilizing Scrum

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IV: How to manage large fundraising projects utilizing Scrum

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IV: How to manage large fundraising projects utilizing Scrum

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IV: How to manage large fundraising projects utilizing Scrum

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IV: How to manage large fundraising projects utilizing Scrum
Estimating our planned work can help us answer the question:
“Are we on track to finish this project on time?”

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V: How to facilitate your fundraising team utilizing Scrum
The ScrumTeam = Fundraising Team
- Development Director
- Major Gifts Officer
- Grant Professional/Grant Writer
- Special Events Coordinator
- Database Manager

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V: How to facilitate your fundraising team utilizing Scrum
Sprint
Lay your fundraising plan and
timelines out across your sprints.
Can you complete a foundation grant
in 1 sprint? 2?
How will you break up planning for a
special event across sprints?

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V: How to facilitate your fundraising team utilizing Scrum
Sprint Planning
Plan what drafts, outreach
campaigns, and related
stories you will accomplish
toward your sprint goal in
the next sprint (1 – 4 week
consistent time boxes).

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V: How to facilitate your fundraising team utilizing Scrum
Daily Scrum
Bring your cross functional Scrum team
together for 15 minutes daily to answer
the following 3 questions:
1. What impediments do we have?
2. What did we do yesterday toward our
Sprint goal?
3. What will we do today toward our
goal?

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V: How to facilitate your fundraising team utilizing Scrum
Sprint Review
A time to share a current version of
your drafts or progress with your
colleagues and stakeholders.
Drafts for input:
v1
v2
v3

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V: How to facilitate your fundraising team utilizing Scrum
Sprint Retrospective
Gather your team and ask these 3
questions:
1. What went well this sprint?
2. What could have gone better this
sprint?
3. What is one thing we can do (a Kaizen)
that would make us happier/faster as a
team?
Available at Amazon.com

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V: How to facilitate your fundraising team utilizing Scrum
Read and watch more at www.agileinnonporifts.com

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Q&A
Please enter questions into
the question box.
Think of a question afterward?
Email Diane
at diane@dhleonardconsulting.com

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