- Make a list – begin with a brain dump. List everything you do related to fundraising and development…everything. If you are part of a team, ask the rest of your team to help you. Look back at your calendar from the past year. Think back to the items on your to-do list.
- Examine the results of those activities – now that you’ve made your list, write down the results. Look at the revenue and expenses for each activity. Now take that a step farther: were there other benefits? For instance, a stewardship event doesn’t show a positive net income but if it gave you an opportunity to engage your donors, be sure to list those benefits. Examine the results in terms of deeper engagement with your existing donors.
- Determine what you want to keep, delete, add – based on the results, what is worth keeping? Make notes on how it can be improved. Now look at the things that didn’t raise much money and didn’t provide other benefits. Make the (sometimes painful) decision to eliminate those activities. At this step, take time to note the things that are missing from your development program.
Once you determine where you are, you’ll be better ready to decide where you want to be and how you will get there. That’s what a development plan can do for you: identify where you want to be and map out how to get there.
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