Strong organizations require strong planning efforts and a commitment to both working effectively in real-time but also having a plan for the future. When it comes to capital campaign planning, a strategic plan can help to reignite your organization. How you may ask? Being able to fine-tune your organizational foundation, you’re able to prepare for future fundraising success. Let’s review the process.
The strategic planning process focuses on three core areas.
Research
Crescendo Fundraising Professionals uses a strengths-based model of strategic planning to assist small to large organizations in developing a roadmap for the future. This process assists non-profits in getting to the point of organizational strength and programmatic delivery to be ready for a campaign readiness study prior to a capital campaign or in preparation for an organizational shift.
Idea Generation
Through several sessions (in person, online, over a period of several days or in one intensive session) Crescendo Fundraising Professionals will guide the process in discovery of what is and what could be followed by mapping out how to get there with goals, objectives, and yearly activities. Please note, additional support could include budgeting, action plans, and board, staffing and financial assessments.
Goal Setting
Crescendo Fundraising Professionals will deliver a comprehensive report on findings after analyzing the organization's finances, reviewing surveys from key stakeholders, and assessing past strategic planning efforts. The strategic plan will be presented for the organization to adopt for future organizational and financial success.
Now that the three core areas are complete, the report is complete and ready to be put into action. It’s important to note that the report is an incredibly fluid document and the first 1-3 years may not change substantially, however the following 2-3 years likely will change based on the organizations’ progress. We recommend considering adding a yearly or bi-annual review of the plan to continue progress. Intentionally making time for review or the strategic plan will make sure the plan is indeed put into place and the process was put to good use and a great use of the organization’s funds.
Interested in learning more? We’d love to discuss your organization’s needs.