This half day workshop covered institutional strategic planning, project planning leading to comprehensive campaign components, and planning for your fundraising office
A critical component of board governance is overseeing the organization and determining its strategic direction. Strategic planning is more than a work plan for the organization. Learn how organizations can benefit from the strategic planning process itself, how to identify the right facilitator, and specific tools for implementation and accountability.
Case Study: Strategy / Strategic Plan for Charity / Non-ProfitChief Innovation
This is a Case Study of a Strategic Plan we did for a Charity in the southwest U.S.. Posting this to show people an example of what this looks like, and to demonstrate that they can do it themselves instead of paying for a consultant. For larger charities, professional consultants may make sense, but for the smaller ones, a smart Board Member and some volunteers can probably do this. This is based off our own Strategy Methodology for Small Businesses.
A Guide to Nonprofit Strategic Planning Bloomerang
Imagine how history might have changed if Martin Luther King, Jr. had said, “I have a strategic plan”, instead of his famous words, “I have a dream”. What are your organization’s dreams for the future? On the practical side, are you worried about the future? What are the critical issues you face? Have you taken the time to think big and think real about where your organization will be in one year, three years, five years? Does your nonprofit have a shared vision and a roadmap for getting there?
Participants will learn key elements in a successful strategic planning process:
being inclusive and proactive in engaging stakeholders
building consensus and “ownership”
making data-driven decisions
ensuring measurability and accountability
being future-focused
You’ll also see how the process worked for one community college and how college stakeholders engage in reviewing, modifying, and updating the plan each year.
The primary benefit of the planning process is the process itself, not a plan. It is essential to put energy and effort into planning your process. The four questions you want to answer: Where are we? Where do we want to be in the future? What part of the status quo do we need to change to get us where we want to be in the future? How do we make it happen? Remember, if you don't know where you want to go it doesn't matter which road you take!
A critical component of board governance is overseeing the organization and determining its strategic direction. Strategic planning is more than a work plan for the organization. Learn how organizations can benefit from the strategic planning process itself, how to identify the right facilitator, and specific tools for implementation and accountability.
Case Study: Strategy / Strategic Plan for Charity / Non-ProfitChief Innovation
This is a Case Study of a Strategic Plan we did for a Charity in the southwest U.S.. Posting this to show people an example of what this looks like, and to demonstrate that they can do it themselves instead of paying for a consultant. For larger charities, professional consultants may make sense, but for the smaller ones, a smart Board Member and some volunteers can probably do this. This is based off our own Strategy Methodology for Small Businesses.
A Guide to Nonprofit Strategic Planning Bloomerang
Imagine how history might have changed if Martin Luther King, Jr. had said, “I have a strategic plan”, instead of his famous words, “I have a dream”. What are your organization’s dreams for the future? On the practical side, are you worried about the future? What are the critical issues you face? Have you taken the time to think big and think real about where your organization will be in one year, three years, five years? Does your nonprofit have a shared vision and a roadmap for getting there?
Participants will learn key elements in a successful strategic planning process:
being inclusive and proactive in engaging stakeholders
building consensus and “ownership”
making data-driven decisions
ensuring measurability and accountability
being future-focused
You’ll also see how the process worked for one community college and how college stakeholders engage in reviewing, modifying, and updating the plan each year.
The primary benefit of the planning process is the process itself, not a plan. It is essential to put energy and effort into planning your process. The four questions you want to answer: Where are we? Where do we want to be in the future? What part of the status quo do we need to change to get us where we want to be in the future? How do we make it happen? Remember, if you don't know where you want to go it doesn't matter which road you take!
Based partially on Bryson (2011), this is the first class for the Siena Heights Graduate College LDR 660 Strategic Planning class I teach at Lake Michigan College.
Presentation on board governance strategic thinking and theory of change for students in the Regis University's Masters of Nonprofit Management program.
Strategic planning is an organization's process of defining its strategy, or direction, and making decisions on allocating its resources to pursue this strategy. It may also extend to control mechanisms for guiding the implementation of the strategy.
Playing the Numbers: Learning the New Rules of Museum FinanceWest Muse
As museums adjust to ever-changing economic realities it is essential to have a few tricks up your sleeve in regard to understanding and analyzing budgets and finances. How can you recognize the warning signs that your organization may be headed for trouble? What do directors, development professionals, and managers need to know about finance in order to steer clear of danger and maintain a healthy operation? This interactive session addresses these questions with specific tools of the trade.
Moderator: Marjorie Schwarzer, Administrative Director, Museum Studies, University of San Francisco
Presenters:
Dr. Robyn Raschke, Associate Professor of Accounting, University of Nevada, Las Vegas
Deborah Frieden, Principal, Deborah Frieden & Associates, Oakland, California
Without a clear guide for fundraising activities in your organization it is difficult to convey needed fundraising efforts throughout your organization, engaging all who are able and leveraging the most dollars for your organization.
Join Emily Davis, author of Fundraising and the Next Generation and President of Emily Davis Consulting to learn:
- Who to involve in the planning process;
- Steps to take to assess your organization, and;
- Essential elements of any fundraising plan.
Fundraising Intelligence: Measuring Fundraising Return on Investment and the ...fmahunik
Presented by Sally Boucher and Faön Mahunik on 04/29/2011. This presentation defines fundraising return on investment and cover the components that make up the overall income and expense lines in the budget. It also discussed the differences between efficiency and effectiveness as well as the differences in measuring ROI and CRD. Topics that are also covered include: Keys to good metrics and important metrics to measure, Prospect research’s impact on fundraising ROI, and Management metrics and tracking. You can access the webinar recording here: https://wealthengineevents.webex.com/wealthengineevents/lsr.php?AT=pb&SP=EC&rID=3660437&rKey=987a1f518451b890
Major gift fundraising is more productive and predictable with a structured moves management process, yet common obstacles hold many nonprofits back. Learn how to get beyond “shoulda/coulda/woulda” & seize 2012 as the year you cultivate a new level of sustainable support. Plus: take away tools & templates that let you hit the ground running, ready to make your moves in a matter of just a few hours.
How to ensure successful leadership and capacity building in your organisatio...Blackbaud Pacific
In this free webinar Elise Sernik, Founder of Leadership Space, and Director of People for Purpose provides the tools, ideas and perspectives which will help to make you more successful in your leadership roles.
Watch the on demand webinar at www.blackbaud.com.au/notforprofit-events/webinars/past
What is a fundraising strategy?
A plan that
•Sets out organizational funding needs
•Identifies actions, timescales, resources to meet this need.
A Strategy is a long term plan of action designed to achieve a particular funding goal.
Why create one?
•Sustainability
•New sources
•Diverse funding base
•More income
Who Needs to Be Involved in the Planning Process?
•Leadership –planning
–Board(s) and Staff
•Stakeholders –as part of community survey
–Government
–Private
•Donor-Investors –community survey, planning
–Individuals, foundations, corporations
•Constituents –community survey, planning
–Customers, community
Context for fundraising
1.Case for Support
2.Funding Need
3.Scenario Planning
4.Internal Bridges & Barriers
5.Competitors
6.Audiences
Key Stages in Developing a Strategy
•Clarify organisational goals/needs
•Analysis –where are we?
•Generating ideas
•Choosing what to focus on
•Planning and resourcing
•Monitoring
Based partially on Bryson (2011), this is the first class for the Siena Heights Graduate College LDR 660 Strategic Planning class I teach at Lake Michigan College.
Presentation on board governance strategic thinking and theory of change for students in the Regis University's Masters of Nonprofit Management program.
Strategic planning is an organization's process of defining its strategy, or direction, and making decisions on allocating its resources to pursue this strategy. It may also extend to control mechanisms for guiding the implementation of the strategy.
Playing the Numbers: Learning the New Rules of Museum FinanceWest Muse
As museums adjust to ever-changing economic realities it is essential to have a few tricks up your sleeve in regard to understanding and analyzing budgets and finances. How can you recognize the warning signs that your organization may be headed for trouble? What do directors, development professionals, and managers need to know about finance in order to steer clear of danger and maintain a healthy operation? This interactive session addresses these questions with specific tools of the trade.
Moderator: Marjorie Schwarzer, Administrative Director, Museum Studies, University of San Francisco
Presenters:
Dr. Robyn Raschke, Associate Professor of Accounting, University of Nevada, Las Vegas
Deborah Frieden, Principal, Deborah Frieden & Associates, Oakland, California
Without a clear guide for fundraising activities in your organization it is difficult to convey needed fundraising efforts throughout your organization, engaging all who are able and leveraging the most dollars for your organization.
Join Emily Davis, author of Fundraising and the Next Generation and President of Emily Davis Consulting to learn:
- Who to involve in the planning process;
- Steps to take to assess your organization, and;
- Essential elements of any fundraising plan.
Fundraising Intelligence: Measuring Fundraising Return on Investment and the ...fmahunik
Presented by Sally Boucher and Faön Mahunik on 04/29/2011. This presentation defines fundraising return on investment and cover the components that make up the overall income and expense lines in the budget. It also discussed the differences between efficiency and effectiveness as well as the differences in measuring ROI and CRD. Topics that are also covered include: Keys to good metrics and important metrics to measure, Prospect research’s impact on fundraising ROI, and Management metrics and tracking. You can access the webinar recording here: https://wealthengineevents.webex.com/wealthengineevents/lsr.php?AT=pb&SP=EC&rID=3660437&rKey=987a1f518451b890
Major gift fundraising is more productive and predictable with a structured moves management process, yet common obstacles hold many nonprofits back. Learn how to get beyond “shoulda/coulda/woulda” & seize 2012 as the year you cultivate a new level of sustainable support. Plus: take away tools & templates that let you hit the ground running, ready to make your moves in a matter of just a few hours.
How to ensure successful leadership and capacity building in your organisatio...Blackbaud Pacific
In this free webinar Elise Sernik, Founder of Leadership Space, and Director of People for Purpose provides the tools, ideas and perspectives which will help to make you more successful in your leadership roles.
Watch the on demand webinar at www.blackbaud.com.au/notforprofit-events/webinars/past
What is a fundraising strategy?
A plan that
•Sets out organizational funding needs
•Identifies actions, timescales, resources to meet this need.
A Strategy is a long term plan of action designed to achieve a particular funding goal.
Why create one?
•Sustainability
•New sources
•Diverse funding base
•More income
Who Needs to Be Involved in the Planning Process?
•Leadership –planning
–Board(s) and Staff
•Stakeholders –as part of community survey
–Government
–Private
•Donor-Investors –community survey, planning
–Individuals, foundations, corporations
•Constituents –community survey, planning
–Customers, community
Context for fundraising
1.Case for Support
2.Funding Need
3.Scenario Planning
4.Internal Bridges & Barriers
5.Competitors
6.Audiences
Key Stages in Developing a Strategy
•Clarify organisational goals/needs
•Analysis –where are we?
•Generating ideas
•Choosing what to focus on
•Planning and resourcing
•Monitoring
How to write and implement a successful fundraising plan copyAplos Software
Does your organization have a fundraising plan? Do you have a clear and achievable plan for raising more money this year and in the years to come? Would you like to clearly map out the strategies your organization needs to take to find and cultivate new and larger donors with limited resources?
For many nonprofit organizations raising money can be one of the most challenging issues they face. Finding the donors and the dollars to advance your mission and grow your organization requires planning and follow-through. A fundraising plan is a road map to help identify your organization’s goals, plans and timelines, and it will help you meet your financial goals.
In this one-hour interactive webinar, we will walk you through everything you need to know to develop a strong and practical fundraising plan for your organization regardless of the size or budget of your nonprofit.
During this webinar, you will learn:
– Why your organization needs a written fundraising plan, and how your organization can best use it to achieve your goals
– A simple, step-by-step process for writing a successful fundraising plan
– How to plan and assess the best strategies for your nonprofit organization
– Components of a strong fundraising plan
– How to get everyone involved and engaged in your fundraising plan
Ansoff's Matrix is a classic model of marketing and business strategy that business students can use very effectively in their exams. This revision presentation outlines the key features of the model.
TechSoup Connect Texas: Go From Zero to Hero with GrantsTechSoup
Hosted by TechSoup Connect Texas on January 3, 2021
https://events.techsoup.org/events/details/techsoup-techsoup-connect-texas-chapter-presents-go-from-zero-to-hero-with-grants/
During this program with Will Yang of Instrumentl, we will discuss what about grants make them such a powerful source of funding, as well as what we can all do with our nonprofits to ready ourselves for grant success in 2022.
By the end of this program, you'll be able to understand:
Why grants are so powerful, especially in 2022?
What is prospect research and why is it important?
5 clear steps you can take to prepare your nonprofit for grant success.
Will works with Instrumentl. Backed by years of personal and professional experience in the nonprofit and academic arenas, the founding team came together to create the most comprehensive source of grant and funder data in the world, and designed it around the needs of our community.
Founded in 2014, Instrumentl was built to help fundraisers make the best use of their valuable time and energy. We make the grant process faster, easier, and more efficient, so you can do what you do best: make a positive impact.
About Will
Will Yang leads growth at Instrumentl, the online institutional fundraising platform for bringing grant prospecting, tracking, and management to one place. Instrumentl helps over 1,400+ nonprofits save time in finding and applying for more grants, with customers increasing their grant application output by 78% after a year of using the software while saving three hours per team member every week.
Will oversees community partnerships and can often be found hosting Instrumentl's bi-weekly partner workshops which feature top thought-leaders in the grant writing space. Hundreds of grant professionals tune in to these events to learn openly and collaborate with one another. These workshops featuring many of the few Grant Professional Association Approved Trainers and Amazon Best Selling educators allow Will to have a deep understanding of some of the many challenges nonprofits seeking grants face.
Impact of Development Planning on Fundraising SuccessBloomerang
https://bloomerang.co/resources/webinars/
Join Dr. Adrian Sargeant, Director of the Institute for Sustainable Philanthropy, and Barbara O’Reilly, CFRE, Principal of Windmill Hill Consulting, as they talk about a global research study the Institute recently completed that is the first of its kind to look at how development planning contributes to fundraising results.
Organizational Capacity-Building Series - Session 7: Strategic PlanningINGENAES
This session defines strategic planning, describes why it is important, and details the major steps to strategic planning. These presentations are are part of a workshop series that was implemented in Nepal and 2016 as part of the INGENAES initiative.
Basics Of Grant Writing from Precise EditDavid Bowman
1-day grant writing course from Precise Edit, experts in preparing winning funding proposals. This presentation shows how we help clients get funded--and how we can help you.
Organizational Capacity-Building Series - Session 5: Program PlanningINGENAES
This session discusses key issues to consider when starting an NGO. These presentations are are part of a workshop series that was implemented in Nepal and 2016 as part of the INGENAES initiative.
Donor mapping is one of the most important tools in the fundraising process and getting it right determines the success or failure of your NGO. We review what a good donor map looks like, dive into the top five sections to focus on and share lessons learned from creating over 200 donor maps.
Strategic Planning The Path To Fundraising Success Wvdo 10 08
1. Strategic Planning The Path to Fundraising Success WVDO Advanced Skills Workshop Tom Wilson October 21, 2008
2.
3.
4.
5.
6. 2007 Sources of Giving — $306 Billion Giving U.S.A. Bequests Foundations Individuals Corporations $127 Billion, 62% $39 Billion, 19% $23 Billion, 11% $16 Billion, 8% Sources of giving excluding giving to religion by individuals of $102 Billion
7.
8. Total Giving through Good Times & Bad 1969–70 1973–75 1980-82 1990–91 2001 Inflation-adjusted dollars Current dollars $ in Billions 1967 2007 Recessions (light green)
9.
10.
11.
12.
13. “ All things are created twice . . . first, there’s a mental creation, and then a physical creation to all things. “ If you want to have a successful enterprise, you clearly define what you’re trying to accomplish. “ You carefully think through the product or service you want to provide in terms of your market target, then you organize all the elements: financial — research and development — operations marketing — personnel — facilities” Covey 7 Habits of Highly Effective People Habit #2 Begin with the End in Mind
14.
15.
16.
17.
18.
19.
20.
21.
22.
23.
24.
25. Institutional Planning Mission Educate Students for a Life of Service Goal 1 Improve Learning Environments Goal 2 Upgrade Financial Vitality Goal 3 Improve Economic Diversity of the Student Body Goal 4 Engage with Community Goal 5 Create Continuous Learning Environment for Faculty & Staff
26. Institutional Planning Mission Educate Students for a Life of Service Goal 1 Improve Learning Environments Goal 2 Upgrade Financial Vitality Objective 1 New Library by 2013 Objective 2 Faculty Time Freed 10% to allow more time for Students
27. Mission Educate Students for a Lifetime of Service Goal 1 Improve Learning Environments Objective 1 New Library by 2013 Strategy 1 Architectural Design & Cost Estimate Strategy 2 City or County Partnership Strategy 4 Capital Campaign Strategy 3 Single Donor to Fund
28. Mission Educate Students for a Lifetime of Service Goal 1 Improve Learning Environments Objective 1 New Library by 2013 Strategy 1 Architectural Design & Cost Estimate Tactic 1 Visit New Libraries at other campuses Tactic 2 Interview Librarians, Students, Faculty Tactic 3 RFP for Library Architects Tactic 4 Form Architect Search Committee Involve Donors
68. Comprehensive Campaigns The Triple Ask 1) Confirm continuation of annual giving 2) Request capital funding over 5 years for buildings and/or endowment 3) Consider a planned estate gift to leave a legacy
69.
70.
71.
72.
73.
74.
75. What Is the Distribution of Gifts You Receive? Gifts of $1,000,000 or more $500,000 to $9,999,999 $250,000 to $499,999 $100,000 to $199,999 $50,000 to $99,999 $25,000 to $49,999 $10,000 to $24,999 $5,000 to $9,999 $1,000 to $4,999 Up to $1,000
80. Time Management Matrix Covey IV Trivia, busy work, some mail, some phone calls, time wasters, pleasant activities III Interruptions, some calls, some mail, some reports. some meetings, pressing matters, popular activities Not Important II Prevention, Relationship building, new opportunities, planning, recreation I Crises, Pressing Problems, Deadline-driven projects Important Non Urgent Urgent
81. Time Management Matrix Covey IV Trivia, busy work, some mail, some phone calls, time wasters, pleasant activities III Interruptions, some calls, some mail, some reports. some meetings, pressing matters, popular activities Not Important II Prevention, Relationship building, new opportunities, planning , recreation I Crises, Pressing Problems, Deadline-driven projects Important Non Urgent Urgent
82. Time Tracking Professional development Institutional misc. Fundraising office misc. Debriefing calls Preparing for calls Face-to-face donor contact Sun Sat Fri Thu Wed Tue Mon
83.
84. Contact Reporting Sheet for ________ Week of ____/__ 8) 7) 6) 5) 4) 3) 2) 1) Contact Report Filed Contact Date Prospect Name