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719-440-3609
ADVANCEMENT
MOMENTUM
Building Your Sustainable Future
ADVANCEMENT STRATEGIC PLANNING
Comprehensive Strategy for Sustainability
Full-service development of advancement planning in alignment with organization's strategic plan:
Inventory and audit of current advancement activities
Mission and vision development
Brand development
Communications and public relations planning
Marketing planning
Fund development planning
Includes training for staff and volunteers on brand awareness and fund development.
End product includes a written plan broken down into individual departmental pieces, with suggestions on staffing and further training.
This will be a minimum four-month process.
FUND DEVELOPMENT PLANNING
Funding Strategies for Sustainability
Full-service development planning in alignment with organization's strategic plan:
Inventory and audit of current advancement and fundraising activities
Case statements development and other "boilerplate" for organization
Develop appropriate fundraising methodologies
Develop individual plans for annual fundraising, event fundraising, online fundraising, third-party fundraising, planned giving, major gifts, and grant writing as appropriate
Create timelines and calendared items.
Includes training for staff and volunteers on brand awareness and fund development.
End product includes a fully written fund development plan.
MARKETING PLANNING
Be Known and Found as the Experts
Includes:
Inventory and assessment of current plan and tasks
Market analysis, to include constituent forums and general public survey
Strategic development of marketing plan in alignment with organization's strategic operating plan, timeline and calendar for marketing campaigns, potential staffing/subcontractor needs, strategic use of marketing tools including media buying, social media, print collateral, staff and volunteer training on brand awareness, networking opportunities.
COMMUNICATION PLANNING
Getting Everyone on the Same Page
Includes:
Inventory, assessment and possible market analysis of current plan.
Interview and survey staff to understand strategic objective of communications.
Strategic communications plan draft for leadership review, addressing needs of organization, including samples, templates, forms, timelines and brand usage.
Crisis communication training and media relations training.
Brand development and staff and volunteer training.
Oversight of collateral design.
GRANTS MANAGEMENT
Ensuring Grant Funds are Well-Spent
Includes:
Research grants
Contact grant making staff
Develop relationships needed for successful shepherding of grant requests
Develop grant calendar (multiple years if necessary)
Monitor awards processes
Monitor use of grant funds
Develop staff relationships in expending grant funds
Create rubrics, spreadsheets, and other collateral
Write and provide grant reports as needed.
MISSION/VISION/BRAND AWARENESS
Who You Are and Why You Are Important
Includes:
Analysis of current brand and brand promise; constituent and staff focus groups and community survey with reporting to organization leadership.
Leadership review and vetting of drafts of mission, vision and brand promises as requested
Vetting of all options among all constituents and staff
Implementation assistance: collateral material, web site design, social media, and in-house communications.
STRATEGY SESSION FACILITATION
Working Together to Determine the Right Path
Good planning is critical to every strategy. A facilitated process achieves consensus and best strategies for your organization without any conflict of interest. Includes:
Pre-meeting preparation, including surveys and interviews of key stakeholders, leadership, and volunteers
Analysis of data collected
Plan with leadership to decide desired outcomes of sessions
Prepare and bring collateral material and supplies needed
Facilitate two to three two-hour long sessions (to include ice-breaker activities as needed and tracking all responses and thought processes for later review)
Develop final written strategy for board review.
GRANT WRITING
Professional Representation of Your Work and Impact
Includes:
Research individual grant requests for viability and fit
Research and interview of staff/volunteers to get organizational "voice" for grant
Establish relationship with granting organization
Write grant draft and allow for organization review
Submit grant upon agreement.
GENERAL AND GRANT RESEARCH
Let Me Find Those Who Will Support You
Research "suspects" for suitability to be "prospects:" determine 'prospects net worth, influence, and potential "affluence" to help an organization become more sustainable
Provide prospect reports as needed
Research for potential grants; determine fit and timing. End product is a list of all appropriate grants.
COMMUNITY RELATIONS
Putting Your Best Self Forward
Includes:
On-call media representation as needed, both in person and by phone/virtual media
Prepare and present slide deck information to local community groups of interest
Research and analysis of public awareness opportunities
Preparation of trade show/similar function materials
On-call attendance and organizational representation at trade shows or similar functions
Training of staff in brand awareness for organization.
PROFESSIONAL WRITING
All Your Professional Writing is Covered
From high-level white papers on systemic issues your nonprofit tackles, to newsletters - a good writer focuses on her audience and adapts writing styles to fit. Advancement Momentum writes grants and press releases for a separate fee (see above); all other writing is hourly fee based. Other writing includes proposal writing, sponsorship request letters, Letters of Interest, critical executive communications, newsletters, direct mail/marketing pieces, and content for brochures and collateral material.
TRAINING
Staff & Volunteers Will Advance Your Nonprofit
Training for both staff and volunteers for Community Relations and Fund Development is critical for the success of the nonprofit. Includes:
Training for both staff and volunteers to increase awareness and to talk fluently about organization's value promise and its brand
Preparation for interviews and public appearances
Work with voice talent for commercials
Help preparing trade shows
Present to Board members and staff on roles in fundraising, clarifying their expectations with fundraising
Train in concepts of relationship development
Provide scripting, rehearsal, role playing and in-person opportunities to learn solicitation techniques.
Contact me today and let me help you advance your nonprofit to a sustainable future.
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