(First Engagement: July 2007 through October 2007)
Scope of Work: Development Office Audit
- Assessment of current development staff, structure, annual plan, and strategies
- Recommendations for a strategic plan to achieve fundraising goals
- Development of a set of benchmarks/metrics for the Executive Director and Board to measure progress and success of the plan
Actions
- Staff training on fundamentals of fundraising
- Analyze donor records, prospect screening, research
- One-on-one planning with staff to write Corp/Foundation and Major Donor Plans
- Realignment of staff responsibilities
- Board training
Deliverables
- Preliminary Assessment
- Major Gifts Plan
- Corporation/Foundation Plan
- Assessment & Plans to Board
(Second Engagement: June 2009 through December 2009)
Scope of Work: Development Office Review and Interim Management
- Staffing: Assessment of responsibilities and skills with possible reassignments
- Planning: Develop FY10 Development Office Annual Plan, including goals & measures
- Major Gifts Program: Create and implement a Major Gifts plan for FY10.
- Staff Management: Interim supervision of Development Office and development functions.
- 25th Anniversary: Assist in planning the 2010 year-long 25th Anniversary celebration.
- Staff Sourcing: Assist in designing new office structure and hiring staff
Deliverables
- Staff assessment with recommendations for reallocating responsibilities
- Departmental & Individual FY10 Annual Plans with goals and time lines
- Review of major prospects and Board rating & screening sessions; Board training on role of Board in fundraising; Major donor assignments to Board & staff with individual coaching
- Weekly management meetings, mentoring, and teaching sessions for Development Office staff
- Scope of Work and funding strategy for 25th Anniversary public relations initiative
- Job description, interviewing, performance expectations for new Major Gifts Officer
- Revised templates for reporting to Board