Three Plan Approach Adaptive Sports USA 11.2018

Introductions

Decide on best method to create a strategic plan and understand the key elements to incorporate. Create a year-long communications plan with key elements. Calendar a fundraising plan with clear goals, objectives, and action steps. Understand the importance of integrating all three plans to move the mission forward - to the next level of excellence. Learning Outcomes:

What are the three plans? Strategy Communications Fundraising

Strategic Plan: Importance Framework Process

Importance Proactive Visioning The mission – not the money – drives the Strategic Plan Engineer. Set the culture. Articulate ONE Mission and Vision.

Framework Mission driven SWOT RACI Quarterly Follow-up Case Statement

MISSION WHAT IS YOUR WHY? PROBLEM SOLUTION

SWOT STRENGTHS WEAKNESSES OPPORTUNITIES THREATS

WHO OWNS THE ACTION RESPONSIBLE ACCOUNTABLE CONSULTED INFORMED

Process Wide-range Scope: surveys, narratives Systematic focus group process Intense deep-dive: 1-2 days

Communications Plan: Basics Best Practices How to within org capacity

Basics = Engagement Message Timing Audience Channel

Personal Solicitation vs. Mass Market Individual: Donor - Centric Best Practices Personal Solicitation vs. Mass Market Individual: Donor - Centric Impact – Ask – Thank – Impact

WITHIN ORG CAPACITY CHIEF EVERYTHING OFFICER WRITER EXTRAORDINAIRE SOCIAL MEDIA SAVVY

Fundraising Plan: SMART Goals Objectives & Timeline Action Steps

SMART Goals MONETARY GOALS DONOR NUMBERS: ACQUISITION RETENTION LAPSED SPECIFIC MEASURABLE ATTAINABLE REALISTIC TIMELIMITED MONETARY GOALS DONOR NUMBERS: ACQUISITION RETENTION LAPSED MAJOR GIFTS CAMPAIGNS/APPEALS: EVENTS PEER-TO-PEER MONTHLY GIVING

Monetary Goal giftrangecalculator.com

Objectives & Timeline KEY STRATEGY ACTION STEPS TIMELINE

Action Steps RESEARCH ENGAGEMENT PLAN SOLICITATION STEWARDSHIP

TIMELINE

Strategy Commun –ications Fundraising Integration

Annual Calendar Jan Feb Mar Apr May June July Aug Sept Oct Nov Dec Strategy: Program Events 1 2 3 Fundraising: Events Comms: Appeal Thank Report