Checklists

How to Set Up a New Client

7 Step Assessment

New Client Red Flags

Acquiring a New Firm

Define Target Market & Niche

Thought Leadership and Marketing

Sales Pipeline Management

Brand and Credibility Building

Assessing Core Fundraising Staff Roles

Building a Staffing Plan

Developing Role Clarity and Training Plans

Adjusting and Planning for Staff Capacity

Crisis Management

Difficult Client Environments

Making Contingency Plans

Post-Event Follow Up

Researching a Grant Proposal

Selecting a CRM

Data Entry and Cleanup

Tracking Metrics

Managing a Candidate Callroom

Sending Donor Surveys

Project Management Workflow Prospect Research/Wealth Screening Prospect List Management Developing a Finance Committee Making a Fundraising Plan and Calendar Before Meeting the Client Evaluating/Auditing Current Client Practices Setting Preliminary Goals Drafting a Custom Proposal Creating a Multi-Channel Plan Donor Segmentation Drafting a Case for Support Feasibility Studies Capital Campaign Infrastructure/Campaign Committees Capital Campaigns: Quiet Phase Capital Campaigns: Public Phase Capital Campaigns: Closing the Campaign Qualifying Prospects Making a Cultivation Plan Preparing for Solicitation Following Up Post-Donor Meeting Grant Readiness Check Writing Custom Grant Proposals Digital Presence Audit Integrating Digital Fundraising Tools Content Strategy Segmenting Donors Training Boards Training Executive Directors Overcoming Callroom Reluctance Grant Assessment