際際滷

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S
MARTWa
y
I
ndicators
DEVELO
PMENTDRIVERS
INCOME
DONOR MOVES
WHAT ARE MY/
OUR GOALS?
WHAT IS OUR
VALUE-ADDED?
WHAT IS THEIR
VALUE-SOUGHT?
Our Institutional
Strengths
Vision, Mission,
Plan
Donor Motivations
HOW DO WE CONNECT
WITH THEM?
Value-Add, Value-Sought
WHICH
OPPORTUNITIES
DO WE PURSUE?
SMART WayTM
Scorecard
WHAT ACTIONS
DO THEY TAKE?
Donor Moves
WHAT ACTIONS
DO WE TAKE?
Development Drivers
HOW DO WE ENSURE
CONSISTENT RESULTS
OVERALL?
Plan-Do-Check-Act
HOW DO WE
CONTROL WORKLOAD
AND RESULTS?
Simplified Performance Metrics
HOW DO WE MANAGE
THE PIPELINE?
Opportunity Management
Tools
FUNDRAISING THE SMARTWAYTM
S
MARTWa
y
I
ndicators
DEVELO
PMENTDRIVERS
INCOME
DONOR MOVES
LEAKYBUCKET STATISTICS
Responses from 700 nonprofit executives to our on-line assessment in the nonprofit sector
HAVE
a strategic
plan
47%53%
LACK
a plan
have undocumented
preferences for qualifying
prospects
of respondents
have no qualifying
standards at all
Only 6% of our respondents
utilize an ideal-donor pro鍖le
including insights into charitable
philosophy and motivations
for giving
15%
16%
61%37%
When it comes to qualifying criteria,
most development officers are flying
blind or relying on their intuition
63%
Rely on
total income,
a trailing indicator
Track any leading
indicators at all
Dont track
their income
tactical responses to a strategic
problem
49%
responded
hold more
special
events
48%
responded
write more
grant
applications

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Fund smart 2015 infographic final

  • 1. S MARTWa y I ndicators DEVELO PMENTDRIVERS INCOME DONOR MOVES WHAT ARE MY/ OUR GOALS? WHAT IS OUR VALUE-ADDED? WHAT IS THEIR VALUE-SOUGHT? Our Institutional Strengths Vision, Mission, Plan Donor Motivations HOW DO WE CONNECT WITH THEM? Value-Add, Value-Sought WHICH OPPORTUNITIES DO WE PURSUE? SMART WayTM Scorecard WHAT ACTIONS DO THEY TAKE? Donor Moves WHAT ACTIONS DO WE TAKE? Development Drivers HOW DO WE ENSURE CONSISTENT RESULTS OVERALL? Plan-Do-Check-Act HOW DO WE CONTROL WORKLOAD AND RESULTS? Simplified Performance Metrics HOW DO WE MANAGE THE PIPELINE? Opportunity Management Tools FUNDRAISING THE SMARTWAYTM
  • 2. S MARTWa y I ndicators DEVELO PMENTDRIVERS INCOME DONOR MOVES LEAKYBUCKET STATISTICS Responses from 700 nonprofit executives to our on-line assessment in the nonprofit sector HAVE a strategic plan 47%53% LACK a plan have undocumented preferences for qualifying prospects of respondents have no qualifying standards at all Only 6% of our respondents utilize an ideal-donor pro鍖le including insights into charitable philosophy and motivations for giving 15% 16% 61%37% When it comes to qualifying criteria, most development officers are flying blind or relying on their intuition 63% Rely on total income, a trailing indicator Track any leading indicators at all Dont track their income tactical responses to a strategic problem 49% responded hold more special events 48% responded write more grant applications