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...or Interim
Board Chair
Consultant
Development Director
Executive Director
New to Role or Organization
Clients Need to Understand:
Donor Base Analysis & Prospecting for Consultant's Client
Current Situation Includes:
Improve Fundraising Outcomes & Efficiency
Have an existing Development team, but:
Build a Robust Development Program or Campaign
Current Situation Includes:
Org-Wide Data
7-Step Consulting Process
Product Data
--Assessments & Surverys: Intellectual Property--
Impact
Investment
Infrastructure
Revenue & Donor Base
Business/Financial Modeling:
typically add-on from org-wide assessment
Fundraising Program: major entry point
Product Launch #1 Donor Base:
major entry point
Systems & Processes
Personnel Modeling:
typically add-on from org-wide assessment
Campaigns
Campaigns span all three org categories
Feasibility studies including assessment of all organizational categories and donor base analysis
Purpose & Programs
Strategic Planning: major entry point with a focus on fundraising
Messaging: typically add-on service
Scalable Consulting
(Phase 1): HCG consultants building, using and refining templates, tools and guides created from HCG experience. -- Intellectual Property--
(Phase 2): Onboard new consultants focused on data management and analysis, client management, and sales. Utilize fully developed internal H20 processes, templates, tools, and approach.
Primary Questions:
Reporting & Prioritization
(Phase 1): HCG analyze data and create high-level findings and 5-7 next step recommendations
(Phase 2): Internal report automated content with HCG consultant to review and approve
(Phase 3): Internal report fully automated
Report to Include: