1. Three Plan Approach
Adaptive Sports USA

2. Introductions

3. 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:

4. What are the three plans?
Strategy
Communications
Fundraising

5. Strategic Plan:
Importance Framework Process

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

7. Framework
Mission driven
SWOT
RACI
Quarterly Follow-up
Case Statement

8. MISSION
WHAT IS YOUR WHY?
PROBLEM
SOLUTION

9. SWOT
STRENGTHS
WEAKNESSES
OPPORTUNITIES
THREATS

10. WHO OWNS THE ACTION
RESPONSIBLE
ACCOUNTABLE
CONSULTED
INFORMED

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

12. Communications Plan:
Basics
Best Practices How to within org capacity

13. Basics = Engagement
Message
Timing
Audience
Channel

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

15. WITHIN ORG CAPACITY CHIEF EVERYTHING OFFICER WRITER EXTRAORDINAIRE
SOCIAL MEDIA SAVVY

16. Fundraising Plan:
SMART Goals Objectives & Timeline Action Steps

17. 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

18. Monetary Goal
giftrangecalculator.com

19. Objectives & Timeline
KEY STRATEGY
ACTION STEPS
TIMELINE

20. Action Steps
RESEARCH
ENGAGEMENT PLAN
SOLICITATION
STEWARDSHIP

21. TIMELINE

22. Strategy
Commun –ications
Fundraising
Integration

23. 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