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.