Three Keys To Development Success: Strategy, Goals, And Tracking

Nonprofit leader Chris Martinez will revolutionize your planning process, infuse energy in your development program, and provide you with immediately actionable direction and advice. You will receive a step-by-step plan to follow, examples of effective plans, and insight into how to track and adapt your plan to maximize success.

Sessions Include:

  • Strategically Planning
  • Goal-Setting
  • Designing And Implementing The Tracking Mechanism
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INFORMATION
Training Overview

Robust Development Plan = More Donations

Refine your strategy, goals, and tracking to increase fundraising.A solid development plan will bolster your organization’s success in winning donations to achieve your mission. As the world begins to emerge from the COVID-19 pandemic, you must prepare now for a strong future.

You can apply a wide variety of skills to create an effective roadmap for your development efforts. From strategic goal-setting and collaborative team-building to tactical execution, proven techniques will enable you to multiply fundraising results.

To power you beyond theory into action, we have assembled a series of three webinars to create or refine a step-by-step development plan customized for your nonprofit. By incorporating proven techniques and tactical action items, you will benefit from immediate implementation and results. Whether your development budget is $100 or $100 million, this approach will work for your organization.

Webinar 1: Strategically Planning

  • Adopting a process using documents or software
  • Writing goals together
  • Goal writing iterations
  • Goals, strategies, and tactics
  • Ownership and timelines
  • Being data-informed

Webinar 2: Goal-Setting

  • Adopting a process using documents or software
  • Writing goals together
  • Goal writing iterations
  • Goals, strategies, and tactics
  • Ownership and timelines
  • Being data-informed

Webinar 3: Designing And Implementing The Tracking Mechanism

  • Coaching throughout the year
  • Tracking and forecasting tools and timing
  • Donor centrism
  • Pleasing the board
  • Building resilience and celebrating success
  • How to pilot when it isn't working
  • Tactics to make extra revenue that will impress and inspire your team
Recommended Audience
Who Should Attend?
  • Chief executives
  • Executive directors
  • Board members
  • Senior management
  • Financial staff
  • Managers
  • Development staff
  • Program directors
What's included
Training includes
  • Certificate of Attendance
  • All resources and training materials