Embed Size (px)
Citation preview
The Art of WarAka The Art of a Strategic Fundraising Plan
Gregory CampitelliCampitelli Consultancy
Experience
33 years experience Film & TV Education Not For Profit SMS & Publishing
Publishing Education Sector
Consultancy Philanthropy, Three Year Plan, Major Gifts, Bequests & Capital Campaigns
Outcomes of Session
1. What is a Strategic Plan?2. What does it look like?3. Who is it for?4. Why should you have one?5. What are the elements and features of a Plan?6. What are the next steps?
The Art of War
An ancient Chinese military treatise dating from the 5th century BC.
By the ancient Chinese military strategist Sun Tzu –"Master Sun" (Sunzi or Sun-tzu孫子)
The text is composed of 13 chapters, each of which is devoted to one aspect of warfare
It is commonly thought of as a definitive work on military strategy and tactics.
What is a Strategic Plan Master document:-
What you are doing Why are you doing that activity (because we have always done it ) When do you plan on doing that activity How will you it and what resources are required Budget – How much will it cost? & How much will it make? How do you know if it successful or not - Measures
“Plans are nothing and planning is everything.” Dwight Eisenhower
What does a Plan Look Like
A Word Document 40 – 80 pages long with an Executive Summary No – pretty pictures Yes – tables and graphs
Spreadsheet Time Line (Gantt Chart) Budget (Each activity broken down by income & expenditure)
“A plan is a list of actions arranged in whatever sequence is thought likely to achieve an objective.” John Argenti
A Plan Is Not
Set in concrete A powerpoint presentation One page word document A list of ideas A budget on its own
Survey
Yes No Partly In My Head
“In the midst of chaos, there is also opportunity” Sun Tzu
Who is it for?
Internal document Easy to read by a third person For you, your office and your team CEO The Board – vision and oversight
“I am prepared for the worst, but hope for the best.” Benjamin Disraeli
Why Have One? The Benefits
Due Diligence Best Practice - FIA Raising Standards Improving Performance Greater Efficiencies = $$ = more resources = $$ Empowers – gives you more control
Allows you to say no Elevates position & engages leadership
“Always plan ahead. It wasn't raining when Noah built the ark.”Richard C Cushing
Outcomes of Plan
Clear direction and roadmap Ensures fair resources are applied Know what is on every week, every month Feeling less overwhelmed Less reactive and more structured Allows discussion & analysis to be focused on topics Leads to greater agility (is this a contradiction?) Better accountabilities = fair measures to judge activities
/performance
Management
Down: Team members
Across: Dept
Heads
Up: CEO
Barriers to Success
TimeKnowledge of how to write
one
Other urgent priorities
Undervaluing its
importance
“The beginning is the most important part of the work.”Plato
The Approach
Silo
Integrated
The Activities
Bequests In Memoriam / In Celebration Major Events Community Fundraising / Crowd Raffles Communications PR Brand Management Collateral Development
Database Acquisition Direct Mail Regular Giving Corporate Partners Workplace Giving On Line – web / social media Major Gifts Trusts & Foundations
The ProcessDocument All
Current Activities
SWOT Analysis on each Activity
Key Messages & Purpose
Method
KPIs
Budget Projections
Resources
Time Line
The Plan
1. Description What is the activity? 50 word description
2. Rationale Why are you doing it? (Because we always have is not an answer) What is the background to the activity
3. Objectives What at the objectives? To XXXX Objectives typically are measurable
4. Demographic Who is the primary audience? Age range, behaviours etc
6. Industry Benchmarks Industry averages
5. Resources What human resources are required? (staff, vols parents) Could be a sub committee that meets (who, charter, how often)
6. Collateral What printed materials are required? May include brochures, merchandise, showbags Web information; e-mail signatures
7. Methodology How are you going to do it? What are the key action steps Current Method / New Method
8. Donor Recognition & Stewardship Any recognition Specific stewardship outside main program
9. Promotion and Marketing How will the activity be promoted?
Internal External
10. Historical Performance Last three financial years Gross income Expenditure Number of donors
11. Projections Income / Direct Expenditure (NB not salaries or indirect) Three Year projections
Conservative Stretch
12. Key Performance Indicators How will the activity be measured?
Finally – 13…Time Line Gantt Chart Shows all the activity by date, by when & status
Budget A dedicated budget – it’s an investment Itemised by activity Expenses & Income
Resources How many FTE’s are required to deliver this work
“Great results, can be achieved with small forces.” Sun Tzu
