Strategic Planning Tools for Fundraising
Understand key planning frameworks and how to use them to improve performance
In association with
Why attend this masterclass?
This intensive day provides an overview of all the major tools for fundraising analysis and offers a detailed insight into a number of techniques for prediction and risk analysis. You'll also learn how to share these ideas and tools with colleagues and engage them in the fundraising process.
This programme has been used in-house by a number of UK-based and international agencies to develop their own strategic plans and strategic fundraising including the Canadian Cancer Society, Oxfam, NCH and Mencap.
Benefits to you and your organisation
This intensive programme will enable you to use a range of strategic tools to create your fundraising plans with confidence. In this challenging, interactive day you’ll:
- understand all the key strategic tools available, how to use them appropriately and effectively in fundraising
- explore a range of strategic models and how they can be used to tackle different fundraising challenges
- learn how to reframe and stretch your existing fundraising strategy using the latest tools and approaches
Core modules
This focused and energising day is built around a range of topics and includes:
- strategy mapping – visualising your fundraising strategy
- using analysis tools to create strategic drivers
- how to develop risk and sensitivity analysis in fundraising targets
- developing core values and competencies for fundraising
- assessing your income portfolio: the Boston Matrix
- deciding on new directions: the Ansoff Matrix
- understanding fundraising cycles and their time-frames
- using Michael Porter's 5 Forces model for competitor analysis
Who should attend?
- charity fundraisers who need strategic tools to tackle fundraising challenges
- development directors who need to reframe their fundraising strategy and existing portfolio
| Dates | 16 September 2008 |
|---|---|
| Duration | 1 day |
| Cost | £200+VAT Includes full documentation, lunches and refreshments. |
| Venue | London |
| Documentation | Workbook containing all topics covered during the programme. |
| Booking Info | Book Now Also available in-house » |
Please contact us if you'd like to discuss your training requirements with our team, or would like more information |


