Date post: | 06-Aug-2015 |
Category: |
Government & Nonprofit |
Upload: | ellen-bristol |
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SMARTWay
Indicators
DEVELO
PMEN
T DR
IVER
SINCOM
E
DONOR MOVES
WHAT ARE MY/OUR GOALS?
WHAT IS OUR VALUE-ADDED?
WHAT IS THEIR “VALUE-SOUGHT?
Our InstitutionalStrengths
Vision, Mission,Plan
Donor Motivations
HOW DO WE CONNECT WITH THEM?
Value-Add, Value-Sought
WHICH OPPORTUNITIES DO WE PURSUE?
SMART WayTM Scorecard
WHAT ACTIONSDO THEY TAKE?
Donor Moves
WHAT ACTIONSDO WE TAKE?
Development Drivers
HOW DO WE ENSURECONSISTENT RESULTS
OVERALL?Plan-Do-Check-Act
HOW DO WE CONTROL WORKLOADAND RESULTS?Simpli�ed Performance Metrics
HOW DO WE MANAGE THE PIPELINE?Opportunity ManagementTools
FUNDRAISING THE SMARTWAYTM
SMARTWay
Indicators
DEVELO
PMEN
T DR
IVER
SINCOME
DONOR MOVES
LEAKYBUCKET STATISTICSResponses from 700 nonpro�t executives to our on-line assessment in the nonpro�t sector
HAVE a strategic plan
47%53%LACKa plan
have undocumented “preferences” for qualifying prospects
of respondents have no qualifying standards at all
Only 6% of our respondents utilize an ideal-donor profile
including insights into charitable philosophy and motivations
for giving
15%16%
61%37%
When it comes to qualifying criteria, most development of�cers are �ying blind or relying on their intuition
63%Rely on
total income,a trailing indicator
Track any leading indicators at all
Don’t track their income
tactical responses to a strategic problem
49% responded “hold more
special events”
48% responded “write more
grant applications”