Consulting, facilitation and training differ from coaching engagements, which is why these services are subdivided into two different sections on the Service Menu. Consultants bring specific skills, experience and analytical processes to a situation (e.g. an annual campaign, strategic planning process or any organizational change initiative). Consultants are engaged to possibly help better understand the situation and present workable solutions.
Annual Campaign Consulting Services
- Full-Service Annual Campaign Engagement
- Donor and Prospect Identification and Evaluation/Qualification
- Donor and Prospect Assignment Assistance
- Case Statement Development
- Direct Mail / Targeted Mail Package and Letter Development
- Comprehensive Annual Campaign Planning
- Post-Campaign Facilitated Evaluation and Critique
Providing consulting, coaching and facilitation services from soup to nuts throughout the campaign. Services include but are not limited to prospecting volunteer leadership, recruitment strategies, developing a written campaign plan, access to online project management tools, donor prospecting, donor evaluation and qualification, prospect assignment, case-statement development, prospect cultivation strategies, donor stewardship strategies, solicitation training and kickoff meeting facilitation, facilitated report meetings, targeted mail technical assistance, campaign evaluation and coaching services for staff throughout the campaign.
Facilitation of exercises to help determine who to ask and for what amount to ask. While external donor profiling reports are not included in this service, they could be added on for an up-charge fee to pay the external vendor.
Working with volunteer solicitors to assign prospective donors can be difficult and time-consuming work. These services include working directly with volunteers to secure their input on who they want to solicit as well as working with key campaign leadership to wisely make the assignments.
Case Statement Development
Working with key campaign leadership and targeted donors to identify community needs and organizational programming that should be part of campaign messaging. Services include writing the campaign case statement and webinar training on best practices for usage.
A facilitated discussion between staff and campaign leadership goes back to the case statement, and storyboards are developed for direct mail or targeted mail pieces. In addition to writing a letter, these services include design suggestions for the overall mail package. Services do not include printing, assembling or postage; however, mail house services can be suggested.
Facilitating a post-campaign meeting to help determine what went right and wrong, and what to do about it next year. Services include analysis of campaign data and a final report with recommendations.
Resource Development Consulting Services
- Resource Development Audit Services
- Resource Development Review
- Comprehensive Annual Resource Development Plan
- Major Gifts Program Planning, Implementation and Evaluation Consulting Package
- Donor-Centered Communications Package
- Social Media Communications Package
- Capital Campaign Feasibility Study
- Full-Service Capital Campaign Engagement
Similar to a financial audit but solely focused on assessing an organization’s resource development program, including data gathering and analysis, interviews or focus groups with donors, volunteers, staff and prospects … a great practice before starting work on an annual resource development plan or long-term strategic plan.
Similar to a financial review, but this service does not include the engagement work (with donors et al) associated with the aforementioned Resource Development Audit Services. This service does include data gathering, analysis and recommendations. It is a great activity to undertake prior to developing your agency’s annual resource development plan or long-term strategic plan.
It’s a best practice to develop a written, detailed resource development plan every year as part of your organization’s revenue budget. These services include helping staff and volunteers collaborate on developing such a plan with realistic revenue projections, range of gifts charts, a statement of fundraising purpose, various case statements, goals/strategies for each revenue stream, process and results-based benchmarks and targets, volunteer prospecting, and much more.
Providing consulting, coaching and facilitation services over one full year. Services include but are not limited to: prospecting volunteer leadership; recruitment strategies for leadership as well as natural partners, primary players and relationship managers; development of confidential personal strategy plans for prospects; access to online project management tools; donor prospecting; prospect assignment; case statement and menu of opportunities development, prospect cultivation/stewardship strategies; solicitation training; assistance with proposal development; and coaching services for staff throughout the campaign. Donor research can be added on for a small fee to pay the external vendor.
Survey research shows that donors typically don’t like the way organizations communicate with them. This services package includes four to six one-page “donor bulletins” focused on program outcomes and community impact messaging. Services include copy creation, bulletin layout and distribution. Costs do not cover printing or postage.
Many organizations don’t have a cohesive strategy for how to use or implement social media tools. These services include creation of an organization’s Facebook and Twitter accounts as well as WEEKLY content creation, posting and monitoring.
Before planning and implementing a capital campaign, it is important to conduct a feasibility study to assess donor support, organizational capacity issues, campaign goals and message testing.
Providing consulting, coaching and facilitation services starting with the campaign planning phase and through implementation and evaluation phases. Services include but are not limited to prospecting volunteer leadership, recruitment strategies, developing a written campaign plan, donor prospecting, donor evaluation and qualification, prospect assignment, case statement development, prospect cultivation strategies, donor stewardship strategies, solicitation training and kickoff meeting facilitation, facilitated report meetings, campaign evaluation, and coaching services for staff throughout the campaign. Online project management software is utilized to maintain a sharp focus on the written campaign plan and maximize volunteer engagement.
Organizational Development Consulting Services
- Board Development Planning
- Business Plan Development for New Service Site or Programs
- Strategic Planning
- Evaluation Tools and Services
Facilitating staff and volunteer collaboration to develop a written Board Development Plan that includes policies, procedures and tools around board composition gap analysis; prospect identification; prospect evaluation; recruitment practices and process; new board member orientation; annual board member evaluation; and volunteer recognition. In addition to production of the written plan, these services include a facilitated gap assessment and prospecting exercise.
Facilitating staff and volunteer collaboration to develop a non-profit business plan focused on sustainability by assessing feasibility, market analysis, operational expenses, revenue strategies, etc.
Facilitating staff, volunteer, client and donor collaboration to create a short-term tactical plan or long-term strategic plan. These services include data gather & analysis; mission/vision statement re-assessment; SWOT analysis; goal setting; objectives development; action planning; establishing post-planning evaluation, monitoring, indicator tools; facilitating planning retreat; and may include some post-planning executive coaching services for an additional fee.
Before embarking on another campaign, event or planning initiative, it is always a good idea to know where you’re at. After completing a planning initiative, it is wise to develop tools and indicators to monitor implementation progress and create a sense of accountability. The Healthy Non-Profit can help with evaluation (e.g. critique meetings and data analysis) or development of tools (e.g. scorecards, dashboards, etc). Pricing is dependent on the size of your project. So, give us a call and we’ll work on a customized proposal to meet your needs.