One of the most important tools for an organization is its development plan. But building an effective plan can be a difficult challenge. And once you have the perfect plan, how can you secure buy-in and activate the fundraising team?
You need a Dynamite Strategic Development Plan.
In this session you will discover five steps that guarantee your organization stays on track to reach its fundraising goals and what you need to do to get all members of your fundraising team actively producing effective results. Whether you are heading up a multi-year effort, setting your annual development plan, or building your first fundraising project, this session will clear the clutter, focus your efforts, get and keep everyone oriented towards your goals.
7. Identify Real Opportunities
● History is a great predictor... to a point
● It’s all about the activities
● Who’s providing the funds
○ no really... exactly who?
● How much for each Who or What
● Build the list
Get started right
12. Set Your Methods
● Figure your cost-per-dollar raised
Program name total time
___________________ _________(hrs)
total expenses/total $ received Cp$R
______________/______________ = ___________
14. Calendar it!
● Schedule fundraising activities on the
calendar
○ events
○ campaigns
○ thematic messages
■ everything from large events like an
annual gala to individual phone calls to
set a meeting can go on the calendar
● Note benchmarks (¼, monthly, daily to-dos?)
● Share the calendar
● Use dates to motivate and keep yourself and
others on track
16. Set specific benchmarks and goals
1) Fill in the scary gaps with a preview
★ You’re the tour guide
■ Build an itinerary
■ Be sure to include financial
benchmarks in your itinerary
2) Prepare an equipment list
★ What do they need to bring on the trip
3) Sum it up with numbers
17. DYN - O - MITE!!!
★ Step 1 – Identify Opportunities
★ Step 2 – Balance Acquisition,
Retention, Renewal and Upgrade
★ Step 3 – Set your Methods
★ Step 4 – Calendar it!
★ Step 5 – Set Specific Benchmarks
and Goals
20. Just Add Narrative
✓ Many Stories in a Campaign, used at
different times
✓ Not only the Case Statement
✓ Remember to Listen Harder, Pay Attention!
✓ The more you listen, the more you can
“personalize” the Campaign
✓ Don’t Assume, Don’t Allude
23. The Key - Individual Narratives
1. Give each stakeholder the chance to
create their own narrative
2. Provide guidelines and key phrases as
“hooks”
3. Listen to their responses and reinvent the
Case Statement and your own narrative
25. Narratives Come in Many Forms:
✓ The Development Director’s Gift Matrix
✓ The CEO’s Program Plans
✓ Each Volunteer’s Own Story of Why They’
re Involved
✓ The Program Staff’s Goals
Getting Buy-In
31. Intensive Listening Exercise
✓ Tell your story of “how you got here” in
five minutes
✓ Your partner will give “just the facts” back
to you in two minutes
✓ Reverse roles
✓ Did they get your story right – did you get
theirs?