SERVICES

ADVANCEMENT STRATEGIC PLANNING

Comprehensive Strategy for Sustainability

Full-service development of advancement planning in accord with organization's strategic plan. Includes:

• 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 of staff and volunteers for brand awareness and fund development.

End product will be a written plan broken down into individual departmental pieces, to include 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 accord with organization's strategic plan. Includes:

• inventory and audit of current advancement and fundraising activities

• writing of case statements and other standardized languaging for organization

• determining appropriate fundraising methodologies

• developing individual plans for annual fundraising, event fundraising, online fundraising, third-party fundraising, planned giving, major gifts, and grant writing as appropriate

• creation of timelines and calendared items.

Includes training of staff and volunteers for brand awareness and fund development.

End product will include 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, to include 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.

• Draft strategic communications plan 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

• Creating 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, to include constituent and staff focus groups and community survey

• Reporting to organization leadership on focus groups and surveys

• Drafts of mission, vision and brand promises as requested

• Vetting of all options among all constituents and staff

• Assist with implementing use of each in collateral material, web site design, social media, and in-house communications.

FACILITATING STRATEGY SESSIONS

Working Together to Determine the Right Path

Good planning is critical to every strategy. I help facilitate your process to achieve consensus and success in finding the best strategy for your organization. Includes:

• Pre-meeting preparation, including surveys and interviews of key stakeholders, leadership, and volunteers

• Analysis of data collected

• Work with leadership to decide desired outcomes of sessions

• Prepare any 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 Abilities

Includes:

• Research individual grant request 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," determining a person's net worth, influence, and potential "affluence" in helping 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.