Development Got You Down? Enhancing organizational shifts to help you thrive or to keep your talent.
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Transcript of Development Got You Down? Enhancing organizational shifts to help you thrive or to keep your talent.
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Development Got You Down?
Enhancing
organizational shifts to help you thrive or to keep your talent
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The Rome Group Ellen Howe, CFRE
senior consultant
Ashley Casan Holmes, MSWconsultant
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Our Mission:
To strengthen communities by strengthening nonprofits
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Today’s Agenda• The Challenge: the revolving door• Impact on our organizations• Barriers to success
• The Solution: strategies for success• Managing Up • Managing Down
• Tools, Tips, and Tricks
Development Got You Down?
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Why can’t we make it stick? The average tenure of a fundraiser at their job is just 16 months!
Befuddled, frazzled, frustrated…yep• Lengthy vacancies • Anticipated departures• Development just isn’t for me
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Help Wanted: Please!Key issues with the talent pool• Lack of Qualified Candidates• Poor Performance• Missing Skills • Competition for Talent
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Impact on our Organizations
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Barriers to Success• Unrealistic Expectations• Lack of systems • Lack of leadership buy-in/engagement• Complicated relationships• Lack of Goals & Influence• No Culture of Philanthropy
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What can the Fundraiser do…• Seek out mentorship and professional
development to stay sharp• Know your data and understand what
it tells you• Manage up – motivate and engage
your leadership • Make those calls
Strategies for Success
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What can the CEO do…• Hire Right• Build a Database of Contacts &
Employee Prospects• Offer Atypical Benefits• Extensive Orientation & Social
Interactions• Consider Mentorship• Grow Your Own Fundraiser
Strategies for Success
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What can the CEO do…• Invest in Professional Development• Provide Pathway for Career Growth• Set Clear Expectations• Be Responsive and Accessible• Recognize Staff’s Value and
Contributions• Deal with Conflict Quickly
Strategies for Success
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Culture of Philanthropy• Customer-centered and donor-centered• Everyone in the organization:• Understands that philanthropy is
critical to organizational health• Serves as a philanthropic ambassador• Helps to cultivate relationships on
behalf of and in support of the organization
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Culture of Philanthropy • Sharing mission moments and
cultivating a shared sense of pride • Systems and tools for easy information
and reporting • Inter-staff training (programs and
development) • Offer time to brainstorm easy ways
to support each other
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Managing Up •Using a Call Plan
Planning your work • Development Plan
Reporting on your work • Development Dashboard
Tools, Tips, and Tricks
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• Provide background information on the prospect/donor
• Write a Call Plan• Prepare materials for call• Prepare follow-up information and
thank you letters• Record and track all contributions• Recognize success
Managing Up
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• Begin by plotting out everything that has to be done for the year by date
• Work backwards to determine when preparation needs to begin
• Plot your course, assign responsibility, and stick to your plan
• Use your plan to keep board, and leadership up to date
Getting Organized
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• Know your data (use excel) • Track your progress so that the
Development Team is up to date on achievement
• Meaningful way for Director of Development to have influence on goal setting
• Schedule the conversation in advance of board budgeting
Track Your Success
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Contributions
FY 2015 Goal
FY 2015 YTD FY 2014 YTD Progress Toward Goal
Annual Appeal
Grants
Major Gifts
Online Giving
Special Events
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Questions? Comments?