Making the most of digital 21st June 2017 UKCF WEBINAR SERIES Making the most of digital 21st June 2017

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Making the most of digital 21st June 2017 UKCF WEBINAR SERIES Making the most of digital 21st June 2017

Agenda Welcome and intros – Mike Scott (UKCF)   Welcome and intros – Mike Scott (UKCF) Guest speaker – Scott Walker(Devon CF) Update from Steve Mackenzie (D2 Change Review Panel Chair) Q&A – open discussion Next steps?

Digital Leadership Programme www.cosmic.org.uk/leaders

4 modules 12 masterclasses

Dates & Times

What you will learn… Our Programme Overview Masterclasses Programme How to ensure your business gains a digital competitive advantage Use of digital to help streamline processes and enhance productivity Using digital to embrace change management Gain the ability to recognise and embrace new technologies and future gaze Our Programme Overview Masterclasses Programme Series of masterclasses at central locations Open to all executives and aspiring leaders High level associates and lectures Virtual platform for ongoing learning

Your Project A chance to challenge your business Your project will offer you the chance to embed your new learning and its adoption. You will cover the following in a short report - The digital economy and its trends How digital will impact on business development Digital challenges and opportunities on specific operations Digital roadmap to set out recommendations and implementation plan Mentoring will take place throughout the project A chance to challenge your business

Strategic development Digital Vision Strategic development

Digital Vision Digital – The method, the process, the route to Donors, Groups & Communities Connected – Internally, Externally, with donors, groups, peers & partners Foundation – Us, our vision, our mission, our theory of change

The Project Culture & Strategy

PROSPECTING

PROSPECTING CONVERSION

PROSPECTING CONVERSION ON-BOARDING

PROSPECTING CONVERSION ON-BOARDING RELATIONSHIP F

PROSPECTING CONVERSION ON-BOARDING RELATIONSHIP DISTRIBUTION F F

PROSPECTING CONVERSION ON-BOARDING RELATIONSHIP DISTRIBUTION IMPACT F F Feedback F F

PROSPECTING CONVERSION ON-BOARDING RELATIONSHIP DISTRIBUTION IMPACT REVIEW & GROWTH F F Feedback F F

Donor Journey Operational Process Apr 2017—Sept 2017

Donor Journey Operational Process Apr 2017—Sept 2017 Oct 2017—Mar 2018

Donor Journey Operational Process Apr 2017—Sept 2017 Oct 2017—Mar 2018 Apr 2018—Oct 2018 Operational Process Apr 2017—Sept 2017 Oct 2017—Mar 2018 Apr 2018—Oct 2018

Donor Journey Operational Process Prospecting Apr 2017—Sept 2017 Oct 2017—Mar 2018 Apr 2018—Oct 2018 Prospecting Identify Research Compliance Operational Process Apr 2017—Sept 2017 Oct 2017—Mar 2018 Apr 2018—Oct 2018

Donor Journey Operational Process Prospecting Conversion Apr 2017—Sept 2017 Oct 2017—Mar 2018 Apr 2018—Oct 2018 Prospecting Identify Research Compliance Conversion Understand Inform Ask Donation Operational Process Apr 2017—Sept 2017 Oct 2017—Mar 2018 Apr 2018—Oct 2018

Donor Journey Operational Process Prospecting Conversion On-Boarding Apr 2017—Sept 2017 Oct 2017—Mar 2018 Apr 2018—Oct 2018 Prospecting Identify Research Compliance Conversion Understand Inform Ask Donation On-Boarding Set Up Induction Educate Expectations Plan Operational Process Apr 2017—Sept 2017 Oct 2017—Mar 2018 Apr 2018—Oct 2018

Donor Journey Operational Process Prospecting Conversion On-Boarding Apr 2017—Sept 2017 Oct 2017—Mar 2018 Apr 2018—Oct 2018 Prospecting Identify Research Compliance Conversion Understand Inform Ask Donation On-Boarding Set Up Induction Educate Expectations Plan DISRUPTION DISRUPTION DISRUPTION Operational Process Apr 2017—Sept 2017 Oct 2017—Mar 2018 Apr 2018—Oct 2018

Donor Journey Operational Process Relationship Prospecting Conversion Apr 2017—Sept 2017 Oct 2017—Mar 2018 Apr 2018—Oct 2018 Prospecting Identify Research Compliance Conversion Understand Inform Ask Donation On-Boarding Set Up Induction Educate Expectations Plan Relationship Strategy Aims Build DISRUPTION DISRUPTION DISRUPTION Operational Process Apr 2017—Sept 2017 Oct 2017—Mar 2018 Apr 2018—Oct 2018

Donor Journey Operational Process Distribution Relationship Apr 2017—Sept 2017 Oct 2017—Mar 2018 Apr 2018—Oct 2018 Distribution Assessment Decide Fund Feedback Prospecting Identify Research Compliance Conversion Understand Inform Ask Donation On-Boarding Set Up Induction Educate Expectations Plan Relationship Strategy Aims Build DISRUPTION DISRUPTION DISRUPTION Operational Process Apr 2017—Sept 2017 Oct 2017—Mar 2018 Apr 2018—Oct 2018

Donor Journey Operational Process Distribution Relationship Impact Apr 2017—Sept 2017 Oct 2017—Mar 2018 Apr 2018—Oct 2018 Distribution Assessment Decide Fund Feedback Impact Visits Reports Results Prospecting Identify Research Compliance Conversion Understand Inform Ask Donation On-Boarding Set Up Induction Educate Expectations Plan Relationship Strategy Aims Build DISRUPTION DISRUPTION DISRUPTION Operational Process Apr 2017—Sept 2017 Oct 2017—Mar 2018 Apr 2018—Oct 2018

Donor Journey Operational Process Distribution Relationship Impact Apr 2017—Sept 2017 Oct 2017—Mar 2018 Apr 2018—Oct 2018 Conversion Understand Inform Ask Donation On-Boarding Set Up Induction Educate Expectations Plan Relationship Strategy Aims Build Distribution Assessment Decide Fund Feedback Impact Visits Reports Results Review & Growth Strategy Aims Ask Donation Prospecting Identify Research Compliance DISRUPTION DISRUPTION DISRUPTION Operational Process Apr 2017—Sept 2017 Oct 2017—Mar 2018 Apr 2018—Oct 2018

Funding For Digital Transformation Donor Journey Apr 2017—Sept 2017 Oct 2017—Mar 2018 Apr 2018—Oct 2018 Distribution Assessment Decide Fund Feedback Impact Visits Reports Results Review & Growth Strategy Aims Ask Donation Prospecting Identify Research Compliance Conversion Understand Inform Ask Donation On-Boarding Set Up Induction Educate Expectations Plan Relationship Strategy Aims Build DISRUPTION DISRUPTION DISRUPTION Operational Process Apr 2017—Sept 2017 Oct 2017—Mar 2018 Apr 2018—Oct 2018 Funding For Digital Transformation

Funding For Digital Transformation Donor Journey Apr 2017—Sept 2017 Oct 2017—Mar 2018 Apr 2018—Oct 2018 On-Boarding Set Up Induction Educate Expectations Plan Relationship Strategy Aims Build Distribution Assessment Decide Fund Feedback Conversion Understand Inform Ask Donation Impact Visits Reports Results Review & Growth Strategy Aims Ask Donation Prospecting Identify Research Compliance DISRUPTION DISRUPTION DISRUPTION Operational Process Apr 2017—Sept 2017 Oct 2017—Mar 2018 Apr 2018—Oct 2018 Funding For Digital Transformation Human Resources

Funding For Digital Transformation Internal Communications Donor Journey Apr 2017—Sept 2017 Oct 2017—Mar 2018 Apr 2018—Oct 2018 On-Boarding Set Up Induction Educate Expectations Plan Relationship Strategy Aims Build Distribution Assessment Decide Fund Feedback Impact Visits Reports Results Review & Growth Strategy Aims Ask Donation Prospecting Identify Research Compliance Conversion Understand Inform Ask Donation DISRUPTION DISRUPTION DISRUPTION Operational Process Apr 2017—Sept 2017 Oct 2017—Mar 2018 Apr 2018—Oct 2018 Funding For Digital Transformation Human Resources Internal Communications

Funding For Digital Transformation Internal Communications Donor Journey Apr 2017—Sept 2017 Oct 2017—Mar 2018 Apr 2018—Oct 2018 Distribution Assessment Decide Fund Feedback Review & Growth Strategy Aims Ask Donation Prospecting Identify Research Compliance Conversion Understand Inform Ask Donation On-Boarding Set Up Induction Educate Expectations Plan Relationship Strategy Aims Build Impact Visits Reports Results DISRUPTION DISRUPTION DISRUPTION Operational Process Apr 2017—Sept 2017 Oct 2017—Mar 2018 Apr 2018—Oct 2018 Funding For Digital Transformation Human Resources Internal Communications Finance

And so it begins….

Making the most of digital Steve Mackenzie (Essex CF) Chair of D2 Change Review Panel

UKCF Webinar series 2017 Upcoming Wed 19th July - Fundraising compliance & GDPR (BWB) Wed 2nd Aug – Living Wage Friendly Funders Wed 23rd Aug - Impact measurement & evaluation