Creating the Case for Support
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Transcript of Creating the Case for Support
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Creating the Case for Support
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Step by Step A successful advancement initiative is the result of a
series of steps taken one at a time, in the proper sequence, according to a plan and timeline.
At any particular time, leaders should be concerned with only one step.
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Step by Step
If that step is not executed properly, the next will be more difficult.
If that step is executed properly, the next will be easier and more effective.
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Step 1
VISION To Support Mission
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Start at the Beginning
Vision begins with the President, Principal, Head of School.
Discernment process with faculty, staff, administration.
Create strategic plan.
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Next Steps
Involve Board and Committees.
Present to full Board for approval.
Share with constituency.
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Final StepsPrioritize funding components.
Create Case for Support.
Use the case document in ALL solicitation calls.
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Campaign/Major Gift Preparation1. Case for Support :
Describes what will be funded and why; the vision, the rationale - resulting from the strategic plan.
2. Prospect Identification: Financial potential. Find the wealth.
3. Marketing Materials: Case statement brochure, theme, video.
4. Capitalization Plan: Create the financing plan for the project.
5. Volunteer Leadership:1. Chair, Steering Committee.
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The Case For SupportThree Steps:
1. Leadership Consensus:
The vision and strategic plan must be first.
“Money Follows Vision”
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The Case for Support
2. Top Prospect Involvement:
Input and Feedback: Feasibility Study Focus Groups Individual Meetings On-Line Survey Core Planning Group
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The Case for Support Educate Create ownership Establish broad consensus Prioritize
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The Case for Support
3. Financial Plan:
5 year projections - highlights financing required to operate the school and fund the strategic plan and case points.
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The Case for Support
Conclusions go to the Board for final approvalCase statement document is printedCase document is used in the major gift
process
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The Case DocumentThe ‘sales’ piece to be used during the
MG/capital campaign.
Should be informative but succinct.
Includes the mission, vision, planning process, planning conclusions, funding components, amount required, leadership, giving pyramid.