The plan exists as a guide to remind everyone (staff, board members and volunteers) the annual fund raising goals and how it has been decided to achieve them. Just as you may detour on a trip and have your GPS automatically reroute, your plan can also be altered and should always be considered as a tool, not a constraint.
The planning process should identify the roles board, volunteers, development and programming staff. This creates a culture of philanthropy. Be sure the conversations in the planning process are “donor-centric.” The planning process is a time to review: what has worked in the past, what has failed, what is draining staff time without much payback. The organization should also review best practices and new technology opportunities; the world of fundraising is changing rapidly.
Check the organization’s assumptions:
Check staff and volunteer time allocation:
Key Development Plan Components: