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Workflow

by Admin last modified 2007-10-30 14:27

This is a rough program outline.  Each work plan is customized to meet agency needs.  A full plan with dates of sessions is made available at the beginning of each program.  The workshops are pre-scheduled and agencies are expected to participate in workshops and round tables.

January - March:

Interactions

    • 'Getting to know you' phase where agency and mentors get acquainted
    • Introductions are made to key staff, board and volunteers
    • Review of existing documentation and plans etc.
    • Develop an understanding of existing organziational fund development culture
    • Assess and review of current and past fund development practices
    • Conduct a Development Audit
    • Creation of 12 month organizational workplan to meet program and organziational goals

Education

    • AFP Essentials - 'Starting a Development Plan'
    • AFP Essentials - 'Board and Volunteer Development'

Networking

    • Organization Roundtable - Workplanning discussion
    • Mentor Consultant Roundtable - Progress and coaching discussion

April - August:

Interactions

    • Begin to develop agencies Case for Support
    • Determine fundraising goals
    • Examine donor database
    • Review exisiting fund development policies
    • Assess and review fund development activities

Education

    • AFP Essentials - 'Annual Giving'
    • CentrePoint - 'Funder Panel Discussion'

September - December

Interactions

    • Complete tools and techniques of fundraising
    • Methods of fundraising
    • Finalize agencies Case for Support
    • Finalize agencies Fund Development Plan
    • Develop evaluation criteria

Education

    • AFP Essentials - 'Individual Major Gift Fundraising'

Networking

    • Organization Roundtable - 'Transitioning out of the program'
    • Organizational Roundtable - 'Group evaluation'
    • Mentor Roundtable - 'Helping your agency to transition from the program'
    • Mentor Roundtable - 'Group evaluation'
    • Whole group - Wind up and celebration

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