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Scoping
🟢 Fundraising landscaping is done regularly every year or biennially and the findings are incorporated in annual fundraising plans
Highly developed: Advanced use of scoping exercise in fundraising function.
Reflection:
- No response necessary.
- Others -
Action:
- No action necessary.
- Others -
Notes for Development:
- Advanced use of scoping exercise in fundraising function.
- Scoping is an integral part of developing fundraising strategy and plan.
- Fundraising strategy and operations evolved out of a systemic and logical process- aligned with core mission. Scope of fundraising work is aligned with socio-economic and geopolitical context, where the organisation operates.
🟡 A detail study of fundraising landscape was conducted last year and was put to use while planning
Fairly developed: Was done last year and also used while planning.
Reflection:
- Are we making adequately informed fundraising operational and strategic choices?
- Others -
Action:
- Improve institutional system for making it a regular exercise to improve fundraising practice.
- Others -
Notes for Development:
- Was done last year and also used while planning.
- Scoping is a recent phenomena and is currently being used effectively to develop plans etc.
- Build consistency and greater rigour.
🟠 Scoping and mapping exercise were possibly conducted in the past but is not well known in the organisation
Developing: Scoping is yet to emerge as a strong tool for optimising fundraising function.
Reflection:
- Are we making informed fundraising operational and strategic choices?
- Determine institutional standards and process for this exercise- who does it, how, frequency and how the findings are to be used.
- Others -
Action:
- Develop a timeframe to publish the next landscaping study.
- Create an internal team for fresh landscaping and incorporate the exercise as part of strategic planning exercise.
- Others -
Notes for Development:
- Scoping is yet to emerge as a strong tool for optimising fundraising function.
- Scoping is not seen as a critical tool to develop fundraising strategies and plans.
- Build systems and processes for best use of scoping in delivering more contextualised fundraising services.
🔴 Have not formally assessed scope of fundraising in the last 5 years
Poorly developed: Did not conduct any scoping exercise in the last few years.
Reflection:
- Seek support from other local organisations.
- Determine institutional standards and process for this exercise- who does it, how, frequency and how the findings are to be used.
- Others -
Action:
- Leadership to find ways of working with other charities or market forces to extract informations to start with.
- Create an internal team for fresh landscaping and incorporate the exercise as part of strategic planning exercise.
- Others -
Notes for Development:
- Did not conduct any scoping exercise in the last few years.
- Scoping is not seen as a critical tool to develop fundraising strategies and plans.
- Build systems and processes for best use of scoping in delivering more contextualised fundraising services.