Development Planning: Who, What, When, and How

with
Ellen Bristol
On-Demand
$99.00
Training Includes:
  • Certificate of Attendance
  • All resources and training materials
  • An on-demand recording will be available after the live presentation.
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?

  • Chief executives
  • Executive directors
  • Directors of finance
  • Directors of development
  • Development staff
  • Program directors
  • Board chairs
  • Board development committee members
  • Nonprofit consultants

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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