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🔴 Most fundraising functions are managed in basic MS Word applications like- MS Excel, PowerPoint etc. and no specific fundraising management software is in use

Poorly developed: Technology is yet to be introduced as an optimiser in fundraising function and the team operates with basic tools.

Reflection:

  • Check listing of existing tech infrastructure as against need - for various functions (HR, Finance, FR, etc.)
  • What has impede tech growth- state of our mind or resources.
  • Create an internal team to solve the problem; define scope clearly.
  • Consult a specialist to quickly assess current state and develop a development plan.
  • Are we aware of some of the most urgent needs in this area; what can and must be met.
  • No response required.
  • Others - 

Action:

  • Conduct a comprehensive technology infrastructure assessment and create budget for new needs.
  • Cututal alignment has to be made stronger for technology related adaptation.
  • Have highly developed and future proof technology infrastructure and no actions are required.
  • Consult internal functions and determine new technology needs.
  • Based on identified need, scout for open tools that come at a very low or no cost.
  • Others - 

Notes for Development:

  1. Technology is yet to be introduced as an optimiser in fundraising function and the team operates with basic tools.

  2. Identify high needs asap and plan for tech system development.

  3. Technology system development is highly necessary. However, if you do not have a fundraising portfolio at all (meaning you do not have more than 1 or 2 funders), it might make sense for you to go slow on tech development and develop a fair portfolio first.