A strategic plan is foundational for any institution. It helps you articulate your vision for the future and confirm your mission. It serves as a roadmap for all activities and a guidepost for setting priorities and making decisions, and it helps identify and communicate fundraising priorities. As you enter your new academic and fiscal year amidst the Covid-19 pandemic, you may need to review, edit, or even redo your strategic planning goals and objectives, as the future is now altered in ways we could not have predicted even a few months ago.
What is the role of the Advancement Team in the strategic planning process? How can we raise funds to advance the mission of our organizations even as we are charting a new or updated direction for an uncertain future? In this session, we will explore a comprehensive strategic planning process, and discuss the ways that Advancement, Development, Alumni Relations, Donor Relations, Stewardship, Communications, and other members of your department should be involved in the planning process, and enthusiastic about what a new or updated Strategic Plan can mean for your organization and your prospects.
Topics we will cover include:
• Why Does a Strategic Plan Matter?
• Your Strategic Plan and Covid-19
• Establishing a Planning Timeline
• Who Should Be Involved in Planning
• Advancement Division and the Plan
• Identifying Fundraising Priorities
• Updating and Communicating Results
Who Should Attend:
This program is intended for staff and leaders who are working with or planning on developing a strategic plan that include fundraising goals and objectives. This could include:
- Campaign Volunteer Leaders
- Chief Advancement Officers
- Development Directors
- Annual Giving staff
- Major Gift and Planned Giving staff
- Alumni/Constituent Relations staff
- Prospect Researchers
- Campaign staff
The fee for this webinar is $295 per institution. One fee covers your entire team. Current Gonser Gerber clients’ fee is $145. Once one person from your institution registers, we send you instructions on how to get additional links for each of your team members to log in.
Walter Collins, Senior Consultant, Gonser Gerber, joins us with more than 18 years of fundraising experience in a variety of senior leadership roles. Most recently, Walter served as Vice President of Advancement for San Francisco Theological Seminary, helping the Seminary dramatically grow its annual giving, major gifts, leadership giving, and foundation giving support. Prior to his time at the Seminary, Walter served as the Vice President for Advancement, Alumni Relations and Asset Management at Pacific Union College, Executive Director of the California Symphony Orchestra, and President and CEO of United Way in California.