You have your fundraising strategic plan... now what? Step by step guide to creating an action plan that will get you and your nonprofit moving in the right direction.

1. Crea%ng
an
Ac%on
Plan
for
Your
Fundraising
Plan
Predic%ng
When
Lightning
Will
Strike

2. } Connecting the dots
} Feeling overwhelmed
} It’s a not rocket science… it’s a proven
formula
} Planning makes all the difference
} My single goal for today’s training is that you
leave this session with content that makes you
say “wow” and makes your work seem easier
all while raising MORE MONEY
My “Why”
"Working
Girl"
by
Source.
Licensed
under
Fair
use
via
Wikipedia
-­‐
hCps://en.wikipedia.org/wiki/File:Working_Girl.jpg#/media/File:Working_Girl.jpg

4. Do You Have A
Fundraising Plan?
Y o u r P l a n

5. • For each revenue source
• Essential
• Distribute to all staff, volunteers and organization
leadership

6. NO
FUNDRAISING
PLAN?
NO
PROBLEM!

7. Mission,
Vision
and
Goals
SWOT
Brainstorm
Analyze
Exis%ng
Revenue
Sources
Determine
Selec%on
Criteria
Filter
All
Opportuni%es
State
Development
Priori%es
(3-­‐5)
Develop
Ac%on
Plans
Determine
Metrics
Project
Timeline
Assign
Responsibili%es
Adjust
Staffing/
Infrastructure
Finalize
Financial
Projec%ons
Communicate
Your
Plan!

8. What is the most painful part of
creating a sponsorship
proposal?
To d a y i s a b o u t …
c o n f i d e n c e

9. Why?
• For each revenue source
• Distribute internally to all staff, volunteers and
organization leadership
• Determine individual team member goals and objectives

10. Fundraising
Strategy
Ac%on
Plans
by
Revenue
Source
Individual
Ac%on
Plans

11. End
Goal:
Individual
Ac%on
Plans
S t e p 1
Mission and
Vision

12. Mission
and
vision
specific
to
THIS
revenue
source!
• To
reach
new
donors
• To
raise
$250,000
by
2020
• To
become
an
efficient
direct
marke%ng
opera%on
genera%ng
$1
million
a
year
net
by…

13. End
Goal:
Individual
Ac%on
Plans
S t e p 2
Goals and
Objectives

14. State
the
goals
and
objec%ves
necessary
to
achieve
the
vision
in
the
%me
outlined.

15. End
Goal:
Individual
Ac%on
Plans
S t e p 3
Action Steps

16. Ac%on
Planning…
Ready,
Set,
GO!
1.
2.
3.
4.
5.

17. End
Goal:
Individual
Ac%on
Plans
S t e p 4
Resources

18. How/Who
Will
You
Get
This
Done?
1.
2.
3.
4.
5.

19. Put Everything On
One Page!
F i n a l S t e p

20. One
Page
Plans
• Share
internally
• Put
at
your
desk
• Keep
on
your
phone
• Refer
to
it
ogen
• Team
members
use
these
to
create
their
ac%on
plans!

21. MEASURE MEASURE MEASURE
R e m e m b e r

22. Collect
Analyze
Evaluate
Adjust

23. TRUST,
BUT
VERIFY
Words
of
Wisdom

24. THANK
YOU!

25. Resources

26. Resources

27. CONTACT ME
Rachel Kubicki
512-944-3417
rachel@acgworks.com
acgworks.com