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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
Dates16 September 2008
Duration1 day
Cost£200+VAT Includes full documentation, lunches and refreshments.
VenueLondon
DocumentationWorkbook containing all topics covered during the programme.
Booking InfoBook 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
workshops

This programme was fantastic. I needed practical ways to develop effective fundraising strategies for community events and left with some excellent practical tools. The relevant fundraising examples used left me with a clear understanding of how to apply the tools and I immediately used them for a recent event. One of our most successful to date!

Sharon Mee, Community Development Manager, Same Sky


The course delivered exactly what it ‘said on the tin’. It gave an excellent overview of the strategic tools available for fundraising and great examples of how voluntary organisations have used them. I would recommend that anyone who wants practical and applicable tools should go on this course.

Lauren Ellis, Fundraising Co-ordinator, British Red Cross


This was an excellent course that introduced a wide range of interesting and practical tools that I will immediately apply to my work.

Emma Digance, Acting Head of Fundraising & Volunteering, Brendoncare


I left this course with a clearer understanding of where I want to take our fundraising strategy and feel confident that I now have the tools to achieve this.

Cheryl Kolcak, Database Administrator, Motability


Transforming the performance of not-for-profit organisations