Developing an Effective Strategic Fundraising Plan

Ready to start planning for 2010? Well, here are ten excellent steps from Douglas Shaw and the Christian Leadership Alliance for forming a Strategic Fundraising Plan. (Notice how mission-driven the whole plan is!)

1. Identify your Mission Statement/Vision Statement.
2. Establish your goals for each major area of responsibility as they support your vision and mission.
3. Document your historical methods for achieving your goals and their effectiveness.
4. Establish assumptions for each major area of consideration.
5. Develop specific strategies for each area including all resources needed to accomplish your goals.
6. Review your strategic plan to assure compliance with goals and their direct support of your mission. Confirm that resources are available; if not modify the plan to acquire additional resources or downsize the plan.
7. Publish your strategic plan to all members involved in accomplishing it.
8. Monitor the execution of your plan, making modifications to assumptions as new information dictates.
9. Modify your plan as reality dictates, making sure that all parties are aware of all changes and appropriate approvals are secured.
10. Maintain a continuous planning file during the course of the year to facilitate more effective planning in the upcoming year.

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