Scoping

• 🟢 Fundraising landscaping is done regularly every year or biennially and the findings are incorporated in annual fundraising plans
• 🟡 A detail study of fundraising landscape was conducted last year and was put to use while planning
• 🟠 Scoping and mapping exercise were possibly conducted in the past but is not well known in the organisation
• 🔴 Have not formally assessed scope of fundraising in the last 5 years

🟢 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:

1. Advanced use of scoping exercise in fundraising function.
   
   
2. Scoping is an integral part of developing fundraising strategy and plan.
   
   
3. 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:

1. Was done last year and also used while planning.
   
   
2. Scoping is a recent phenomena and is currently being used effectively to develop plans etc.
   
   
3. 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:

1. Scoping is yet to emerge as a strong tool for optimising fundraising function.
   
   
2. Scoping is not seen as a critical tool to develop fundraising strategies and plans.
   
   
3. 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:

1. Did not conduct any scoping exercise in the last few years.
   
   
2. Scoping is not seen as a critical tool to develop fundraising strategies and plans.
   
   
3. Build systems and processes for best use of scoping in delivering more contextualised fundraising services.