Fundraising performance expert Ellen Bristol will demonstrate how to recruit planning team members and establish a culture to ensure desirable outcomes. You will learn how to set up business rules to govern how the team performs its planning assignments.
What You'll Learn
- What is a development plan? Why do you need one?
- How can you prepare for planning?
- Whose voices must be heard to create a sound plan?
- What are the roles and responsibilities of the planning team?
- Why is an agenda important?
- What foundational elements should you craft and include?
- How can you review and validate the plan?
Training Overview
Who is on your organization's planning team? Use collaboration to create a better plan for 2021.
Nonprofits that involve multiple stakeholders in a methodical planning effort produce stronger results than those that delegate the responsibility for creating a development plan to a single employee or volunteer. A planning team will produce more effective and useful plans while increasing engagement among staff, board members, and volunteers.
To drive specific results, your plans should incorporate:
- Accurate historical data
- Market intelligence
- Performance expectations
- Deadlines
- Success targets
- Meaningful and affordable budget allocations
As your organization embarks upon a new year, now is the perfect time for a comprehensive and inclusive planning effort.
- What is a development plan? Why do you need one?
- How can you prepare for planning?
- Whose voices must be heard to create a sound plan?
- What are the roles and responsibilities of the planning team?
- Why is an agenda important?
- What foundational elements should you craft and include?
- How can you review and validate the plan?
Who Should Attend?
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Expert Presenter
Ellen Bristol
- Founded Bristol Strategy Group in 1995
- Thought leader in managing the performance of the revenue-generating teams in nonprofits, B-Corps, and social enterprises
- Developer of the Fundraising the SMART Way™ methodology
- Designer of the long-term research project The Leaky Bucket Assessment for Effective Fundraising
- 20-year career as a major-account sales representative for Fortune 50 companies
- Repurposed the most meaningful and proven disciplines of strategic sales management to the nonprofit sector
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