# 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: 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.