10 Elements of The Annual Development Plan

August 9, 2016       The NonProfit Times      

The one sure thing that can be said about an annual development plan is that it comes every year. After that, well …

During Fundraising Day In New York 2016, hosted by the Greater New York chapter of the Association of Fundraising Professionals, marketing specialist Guy Kawasaki offered a look at planning “The Macintosh Way” by doing the right thing the right way.

It includes the following:
* Goal setting: This includes operating and program costs;
* Assess the funding mix: The easy part is “Where do we have the most reach now?” The hard part is “Where can we create opportunities?”;
* Assess the organization’s reach: What donor markets make the most sense for us?;
* Setting fundraising goals: Fundraising goals should be slightly aggressive and fundraising projections should be conservative;
* Choose the right campaign activities: The criteria include — most to least touch, least to most time-consuming, least to most expensive;
* Right-sizing resources: Start with the resources the organization’s resources: Assess existing talent, educate and train, focus and streamline. Only add resources if they will provide experience, expertise and efficiency;
* Maximizing staff resources: Focus activities on ones likely to get positive results;
* Outsourcing to in-sourcing: Consider this to help bridge gaps;
* Create an action plan: Lay out the fundraising work to be done on a 12-month “grid;” and,
* Set and monitor metrics: Think of goals by category, benchmarks, donors, visits/calls completed, database growth, staff competencies.

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