Strategic Planning Tools for Fundraising
Understand key planning frameworks and how to use them to improve performance
In association with
This programme is designed for development directors and senior fundraisers who need strategic tools and techniques to reframe a new or existing fundraising strategy. We provide participants with an understanding of all the key strategic tools available for developing or improving income, and explore how to use them appropriately and effectively.
| The course delivered exactly what it ‘said on the tin’. It gave an excellent overview of the strategic tools available for fundraising and great examples of how voluntary organisations have used them. I would recommend that anyone who wants practical and applicable tools should go on this course.
Lauren Ellis, Fundraising Co-ordinator, British Red Cross |
Benefits to you and your organisation
This intensive programme will enable you to use a range of strategic tools to create your fundraising plans with confidence. In this challenging, interactive day you’ll:
- understand all the key strategic tools available, and how to use them appropriately and effectively in fundraising
- explore a range of strategic models and how they can be used to tackle different fundraising challenges
- learn how to reframe and stretch your existing fundraising strategy using the latest tools and approaches
Core modules
This focused and energising seminar is built around a range of topics and includes:
- Strategy mapping: learn how to visually share your fundraising strategy and share it at a board, volunteer or staff level
- Creating strategic drivers: learn how to actually use PEST and SWOT - generating strategic drivers to frame concerns
- Risk analysis: explore how to scope and include risk and sensitivity analysis in fundraising targets
- Identifying strategic competencies: clarify your key abilities and knowledge to deliver the plan, indentifying your existing and emerging competencies
- Clarifying core terms: develop a shared vocabulary for your fundraising strategy including vision, mission and values
- Assessing your fundraising product portfolio: use the =mc Boston Matrix to establish the impact of your fundraising mix
- Deciding new directions: find out how to use the Ansoff Matrix to identify which of 4 directions you should adopt
- Fundraising cycles: understand the importance of donor/product cycles and their time-frames
- Competitor analysis: explore how to frame decisions to enter or exit from fundraising activities using Porter's 5 Forces
Learning approaches
The programme uses case studies from UK and international charities. You’ll have opportunities to practice the tools personally and apply them to your own situation.
About the programme leader
This programme will be led by Bernard Ross one of Europe’s leading authorities on not-for-profit strategy especially in fundraising. Bernard has helped create strategies for organisations as diverse as UNICEF and Tate Gallery, the Royal College of Physicians and ActionAid. He speaks regularly at IoF in UK, the IFC in Holland and AFP in the USA.
To find out more about Bernard’s strategic work try his book Breakthrough Thinking, Wiley selected as the Best Non-Profit Management Book in the USA.
| Dates | 01 October 2012 |
|---|---|
| Duration | 1 day |
| Cost | £230+VAT |
| Venue | London |
| Documentation | Workbook containing all topics covered during the programme. |
| Booking Info | Book Now Also available in-house » |
Please contact us if you'd like to discuss your training requirements with our team, or would like more information |
