Introducing 

Prezi AI.

Your new presentation assistant.

Refine, enhance, and tailor your content, source relevant images, and edit visuals quicker than ever before.

Loading…
Transcript

H20 Overview

...or Interim

CUSTOMER

Board Chair

Consultant

Development Director

Executive Director

MOTIVATION

New to Role or Organization

Clients Need to Understand:

  • Primary Sources of Challenges
  • Areas of Opportunity: Short and Long-term
  • Prioritization by ROI

Donor Base Analysis & Prospecting for Consultant's Client

Current Situation Includes:

  • Fundraising or Organizational Development Consultant with an active client ready to do more sophisticated fundraising
  • Their client does not know their donor base well or needs to expand their base

Improve Fundraising Outcomes & Efficiency

Have an existing Development team, but:

  • Not reaching fundraising goals
  • Activities and processes are providing roadblocks/can improve
  • Everything seems to be in place but team not reaching potential

Build a Robust Development Program or Campaign

Current Situation Includes:

  • Only 1-2 revenue streams
  • Volunteer or non-development staff responsible for fundraising
  • New capital or endowment opportunity needing evaluation prior to launch

Org-Wide Data

7-Step Consulting Process

Product Data

INPUT

--Assessments & Surverys: Intellectual Property--

Impact

Investment

Infrastructure

Revenue & Donor Base

PRODUCTS

Business/Financial Modeling:

typically add-on from org-wide assessment

  • Assessment & Analysis
  • Business Plan
  • +/- Strategic Planning

Fundraising Program: major entry point

  • Assessment & analysis
  • Pinpoint pain points
  • Prioritize efforts and investment for highest ROI
  • Review systems & infrastructure
  • +/- Development Plan
  • +/- Donor Base Analysis

Product Launch #1 Donor Base:

major entry point

  • Donor Behavior Analysis
  • +/- Donor Research & Prospecting
  • +/- Building Prospecting Program
  • +/- Key Donor Profiles development

Systems & Processes

Personnel Modeling:

typically add-on from org-wide assessment

  • Assessment & Analysis focusing on roles & responsibilities for staff, board, and volunteers
  • +/- Restructure with new model
  • +/- Staff professional development planning & training
  • +/-Board development materials & training

Campaigns

Campaigns span all three org categories

Feasibility studies including assessment of all organizational categories and donor base analysis

  • +/- Launch or set up infrastructure for campaign
  • +/- Fundraising Program services
  • +/- Prospecting
  • +/- Messaging services
  • +/- Strategic Planning
  • +/- Personnel Model
  • +/- Business/Financial Model

Purpose & Programs

Strategic Planning: major entry point with a focus on fundraising

  • Strategic Priorities or full 3–5-year Strategic Plan
  • +/- Mission/Vision
  • +/- Annual work plan
  • +/- Logic Model and high-level program design

Messaging: typically add-on service

  • Case for support
  • +/- Program alignment
  • +/- Talking points
  • +/- Grant boiler plate
  • +/- Board and staff training

OUTPUT

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:

  • Referral Potential
  • Subscription Potential

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:

  • Summary findings of analysis, not just restatement of answers
  • Top prioritized recommendations with target timing
  • Links to resources & referrals to non-HCG services

Learn more about creating dynamic, engaging presentations with Prezi