Practical planning yields practical results. Follow these basic steps to evaluate your fundraising methodology and develop a strategy that will take you to the next level.
A path to a new fundraising Plan
1. Recruit Your Team
3. Review Mission & Vision
2. Outcomes & Targets
Recruit a small team of staff, volunteers, and stakeholders who have a deep knowledge of the organization and fundraising practices.
2. Outcomes & Targets
3. Review Mission & Vision
2. Outcomes & Targets
Agree on the desired outcomes of your fundraising plan including organizational financial needs and revenue targets.
3. Review Mission & Vision
3. Review Mission & Vision
3. Review Mission & Vision
Review mission and vision statements for relevance and make necessary changes as required. This is an ideal time to review your raison d'être.
4. Conduct SWOT Analysis
6. Rank Fundraising Priorities
3. Review Mission & Vision
Analyze fundraising strengths, weaknesses, opportunities and threats. Explore strategies to improve on weaknesses and take advantage of new opportunities.
5. Research & Investigate
6. Rank Fundraising Priorities
6. Rank Fundraising Priorities
Research and investigate fundraising practices utilized by organizations similar to yours. Consider which strategies your organization can adopt and pilot-test them in your new plan.
6. Rank Fundraising Priorities
6. Rank Fundraising Priorities
6. Rank Fundraising Priorities
Build consensus on future revenue generation strategies and programs. Rank your fundraising priorities by short and long-term net revenue potential. Set targets and milestones.
7. Develop a Plan of Action
7. Develop a Plan of Action
7. Develop a Plan of Action
Create a quarterly plan of action to implement fundraising strategies and reach financial targets. List key activities for each quarter. Review and adjust on a regular basis.
8. Monitor Your Progress
7. Develop a Plan of Action
7. Develop a Plan of Action
Develop a tracking and monitoring system to keep everything on course. Modify your fundraising strategies and plan of action as required.
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