7 Step Process

7 Step Process

The process you follow to increase your development capacity derives from the questions you are likely asking yourself about your organization. You first need to understand your organization’s unique identity and then seek to identify, secure, and cultivate your funders. NextStep services are listed below as they relate to your questions.


Step 1:

ESTABLISH IDENTITY


How do we uniquely define ourselves?

  • Strategic Planning
  • Theory of Change
  • Mission, Vision, Approach Statements
  • Logic Models

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Step 2:

DEVELOP PIPELINE


How do we identify funding prospects?

  • Prospect Research
  • Revenue Sector Strategy Development
  • Fundraising Plan
  • Return on Investment Analysis
  • Board Activation

Step 3:

SECURE FUNDS


How do we secure funding?

  • Master Application Template
  • Grant Writing
  • Collaborative Grants
  • GuideStar Profiles
  • Appeal Design
  • Impact Report Design
  • Sponsorship Package Design
  • Board Activation
  • Capital Campaigns
  • Planned Giving Campaigns

Referrals for Event Planning, Crowdfunding, Social Media Campaigns, Podcasts, and Video Production


Step 4:

SUSTAIN DONORS


How do we maintain our funders?

  • CRM System Selection & Customization
  • Development Best Practices

Step 5:

BUILD TEAM


How do we increase development capacity?

  • Development Staff Needs Assessment, Job Description Drafting, Interviews
  • Development Staff Orientation & Coaching

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Step 6:

INTEGRATE ORGANIZATION


How does our entire organization best align with our development team?

  • Healthy & Holistic Development Orientation and Workshop
  • Inter-Departmental Strengths & Challenges Assessment
  • Inter-Departmental Protocols

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Step 7:

KEEP IT FRESH


How do we keep our development efforts fresh?

>Start back at Step 1.