Strategic Planning

Your nonprofit organization has a mission statement that serves as the foundation behind the work you do. But, do you have a strategic plan to guide you in carrying out your goals?

Without a strategic plan, it's difficult to develop the action plan you need to make your program and services a success and move your organization toward being an essential part of the community.

How I Can Help

I will help your organization put together a comprehensive strategic plan that outlines your goals, creates an action plan to achieve those goals, and develops metrics to measure the success of the plan. We'll work together to:

• Clarify Your Mission and Vision – We'll refine the messaging around your mission and vision to help guide every decision you make and ensure that all the key stakeholders of your organization are aligned on what to focus on through each step of the process.
• Set Goals and Objectives – Once we clarify the mission, we can determine the most immediate goals and objectives for your organization and develop a list of activities that will have the greatest impact in achieving those goals.
• Create a SWOT Analysis – This serves as a deep dive into your organization's strengths, weaknesses, opportunities, and threats and how they tie into the goals and objectives we established.
• Define Success Metrics – We also put together a list of metrics we want to track and the processes for assessing progress toward the goals so we can make necessary adjustments along the way.
  

How You Benefit

A strategic plan will help you build trust with your donors and allow your funders, partners and volunteers to see how their contributions make a different to your organization's success. It also serves as the foundation for your communications and fundraising plans, which all leads to your nonprofit's long-term financial sustainability.

Marketing Plans

Your nonprofit can't help the community if the people you serve don't know you are out there. A marketing and communications plan is essential because it helps you express what you do and how you help the community.

Through effectively sharing about the programs and services you provide, your organization will build stronger relationships with your audience and foster deeper connections with those you serve.

How I Can Help

I will help your organization create a communications plan that brings greater awareness to your nonprofit and builds connections between you and the community, especially the people you serve.

We'll work together to:

• Defining Your Target Audience – We'll start off by identifying the audience you are trying to reach (whether its internal or external) and the best way to get your message to them.
• Outline Your Organization's Value – Once we know the audience, we'll create messaging that shows why your organization is unique, how you address the needs in your community and what you plan to do to develop deep and meaningful relationships with your audience.
• Craft Your Messages – We'll create a list of all the topics and key messages that are important to your organization and use that to develop a variety of content, including: press releases, newsletters and other email marketing, social media posts, blogs, thought leadership pieces and ghost-written content for executive directors to share on social media or as letters to the public.
• Develop a Call to Action – Once you know who you are speaking to, you have to address what you want them to do when they receive your message. We'll work to develop a call to action that conveys a sense of urgency about what you are trying to achieve and let's your audience know how they can help.
  

How You Benefit

A well-executed marketing and communications strategy will help your nonprofit reach people in need right in your community. It will also help you build the brand awareness with donors and supporters that leads to more contributions and the growth and sustainability of your organization.

Fundraising Plans

Fundraising campaigns are obviously vital to the continued success of every nonprofit organization. But do you have a plan in place that will help guide your year-round fundraising efforts?

When your nonprofit takes the time to create a fundraising plan, it will provide you with an outlook for the entire year that focuses on what you're going to do to raise money and how you will show your donors that their contributions made a difference to your organization.

How I Can Help

I will help your organization develop a successful fundraising strategy that outlines the goals for your campaign and metrics to measure that will indicate the plan was a success.

We'll work together to:

• Clarify Your Goals – We'll create a strategy that aligns your fundraising efforts with the organization's mission and program goals.
• Engage with Donors – The best strategies include a balance between donor retention and recruitment so we'll identify potential new donors and ways to reach them, including corporations, foundations and government grant opportunities. We'll also continue to build relationships with your existing donors and work to increase their giving levels.
• Plan for Sustainability – An important part of your fundraising strategy includes developing a list of diverse funding sources so your organization doesn't rely on a single donor or revenue stream. We will assess how you can build recurring revenue with your fundraising strategy through things like monthly giving programs.
• Set Measurement and Financial Targets – We'll also develop the key performance indicators to track to measure the progress and success of your campaign. We'll also set clear financial targets so your organization knows how much funding is required and what it will be used for.
  

How You Benefit

A detailed fundraising strategy helps your nonprofit to build the year-round sustainable income you need to carry out your programs and services. It will also lead to your organization raising more money because you will be continuously building a trusting relationship with your donors and other funders and showing them how their contributions to your nonprofit are impacting the community.

Donor Relations Plans

Every nonprofit knows the statistic that its more cost-effective to retain existing donors than it is to attract new ones. A donor relations plan will help you turn one-time donors into committed supporters and advocates of your organization.



Developing a donor relations plan will also help your organization focus on building trust with donors through consistent and meaningful engagement that's personalized to each donor and makes them feel valued and appreciated.

How I Can Help

I will help your nonprofit stand out with a plan that focuses on making your donors feel like they are a part of your organization and being transparent about how you will use their donation to make a difference in the community.

We'll work together to:

• Provide Meaningful Donor Experiences – We'll make your donors feel like they are a bigger part of your organization through things like behind-the-scenes tours, invitations to special events, and volunteer opportunities that give them a hands-on look at your work in the community.
• Create a Sense of Community – When you bring your donors together as a community, they have the opportunity to see how they can come together collectively for the greater good of your mission and the overall community. We'll develop ways that your donors can connect with each other and your staff through things like exclusive workshops and special networking opportunities.
• Recognize Loyal Donors – We'll create a donor stewardship program with tiered recognition levels that honor consistent donors with special benefits. We'll build a deeper relationship with them by showcasing their gift in unique ways on your website and in your annual report and send personalized letters to your donors honoring their retention milestones.
• Personalize Donor Outreach – We'll work together to use your preferred CRM software to track things like individual donor interactions, preferences, and giving histories to create personalized outreach. We'll also create the messaging you can use to set up automated thank-you messages and updates to keep donors engaged.

How You Benefit

A donor relations plan will help you build a sustainable organization by creating a lasting connection to your existing donors. It will make your organization stand out from the rest by putting a focus on who your donors are and what they value and not just how much they can contribute.

Donor Acquisition Plans

Although your nonprofits values your existing donors, it's always important to look to acquire new donors to help sustain your organization into the future.



A donor acquisition plan helps you identify where to find new donors and guides you in communicating with them so they feel like they are a welcomed and valuable part of your organization.

How I Can Help

I will help your nonprofit create a unique strategy that effectively attracts and engages new donors by introducing them to your organization's mission and values.

We'll work together to:

• Create a Donor Welcome Kit – We'll develop a donor welcome kit that contains everything your nonprofit needs to develop an instant connection with new donors. It provides you with a way to offer information about your organization and express immediate gratitude for their contribution to your cause.
• Develop Donor Personas – We'll work together to identify the demographics, interests and motivations of your potential donors and what drives them to donate to nonprofits. This will guide your outreach and messaging strategies to them and help determine the best way to reach them.
• Craft a Compelling Message – We'll craft a message that resonates with your prospective donors by making them an active part of the story and showing how their contribution can have a direct impact on your organization.
• Use the Power of Storytelling – We'll use stories to connect new donors to your mission by showing your nonprofit's success and highlighting the people your organization has helped in the community. We'll also gather testimonials from your current donors that share how they feel their contributions have made a difference to your nonprofit.

How You Benefit

A donor acquisition plan will help you grow your nonprofit's programs and services by attracting more annual revenue for your organization. It also helps build awareness and community engagement for the work you do by introducing your organization to new people.