Program Modules

    1. What to Expect in the Next 6 Months

    2. What Business are you In?

    3. Program Overview

    4. Why the Assessment Cannot be Skipped

    5. Who should you Invite to your Assessment?

    6. Identifying the Right People to Participate in your Assessment

    7. Inviting People to Participate in your Assessment

    1. The Power of Story

    2. Understanding a BrandScript

    3. The 80:20 Rule

    4. Let your BrandScript be your Guide

    5. What constitutes a campaign?

    6. Homework: BrandScript Elements Template

    1. Introduction to Data

    2. How and What to Track about your Programs

    3. Is Tracking Program Data Really that Important?

    4. Homework - Program Data Questionnaire

    5. Donor Data - What you need to know

    6. What you - and others - need to know about your personal relationships

    7. Creating Evergreen Notes

    8. Establishing Connections and Giving Credit where it's Due

    9. Audience Segmentation and Attributes

    10. Entering and Tracking Data about Gifts

    11. Creating Organizational Continuity

    12. Donor Data Homework Part 1 - About your Donor Data

    13. Donor Data Homework - Part 2 - Donor Data Sets

    14. Organizational Funding Data

    15. Funding Exercise

    1. What the heck are Revenue Streams?

    2. Revenue Streams Overview

    3. What should your revenue mix actually look like?

    4. How do you grow individual giving revenue?

    5. What kind of revenue should you be targeting?

    6. HOMEWORK: Identify One New Revenue Stream

    1. Introducing the Lifecycle of a Donor

    2. The Lifecycle of a Donor

    3. The Value of a Sustaining Donor Part 1

    4. The Value of a Sustaining Donor Part 2

    5. HOMEWORK: A Prelude to Stewardship

    1. What is Stewardship?

    2. The Four Personality Styles

    3. How do you know who has which personality style?

    4. A Closer Look at Each Style

    5. Which style is your donor?

    6. How does this relate to good stewardship?

    7. HOMEWORK: Know your Donors