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🟢 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. Refl...
🟡 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: ...
🟠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 fu...
🔴 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. Re...
🟢 Well-developed diversified technology platforms & tools are used to both elicit and solicit audience/prospects & develop reports, analytics etc, manage all donations & donors
Highly developed: Advanced technology use in fundraising operations. Reflection...
🟠Technology platforms are used for both donor and financial management but the platforms require more development and automation
Under developed: Limited technology use for a few back office activities only. ...
🟡 Some technology platforms (like a grant management tool- e.g. Salesforce, Fluxx etc.) are operational to manage grants and run basic financial and program implementation reports only
Developing: High need areas are covered only. Reflection: Are we aware of som...
🔴 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...
🔴 Do not have any means or mechanism to gather intelligence
High risk: Does not use any form of market intelligence in fundraising function. ...
🟡 We do have some online subscriptions for automated funding alert and the fundraising team is well served by it
Developing: Minimal mechanisms are in place to gather necessary basic data. Refl...
🟠Mainly dependent on a few key people and individual networks
Under developed: Market intelligence is limited to certain human connections. Re...
🟢 All the primary market intelligence (competitive and product intelligence, market and customer understanding) are made available through systemic intelligence gathering mechanisms
Highly developed: Strong systems and processes are in place to best gather accurate...
🔴 We do not have any meaningful marketing mediums in the digital or other space and hardly or never use them for fundraising
High risk: Did not develop robust systems or processes to enhance visibility. R...
🟠We do have a website and some social media pages that are rarely improved upon and is maintained mainly for statutory or market need
Poorly developed: Very basic mediums were created to enhance visibility. Its effect...
🟡 We do not have strong discoverability as we have minimal digital and non-digital platforms. Shared resources (staffing and budget) are used to keep them running
Under developed: Minimal mechanisms are in place to enhance visibility. Refle...
🟢 We are easily discoverable & have strong sector presence. Contents are curated and managed by dedicated resource/s regularly. Data & analytics of these platforms are studied periodically.
Highly developed: Strong systems and processes are in place to enhance visibility c...
🟢 Outcome related targets exist, have actual milestones that are consistently adopted; have clear long-term goal that is both actionable and linked to overall vision and mission
Highly developed: Very strong processes are in place for goal setting. The ambition...
🟡 Mostly multiyear and linked to aspiration
Fairly developed: Goals exist and are mostly driven by funding need. Reflectio...
🟠Mostly short-term and renegotiated, and not linked to overarching program goals
Developing: Goals are short term and market (income need vs expenses planned) drive...
🔴 Targets and objectives are not clear or incoherent or does not exist
Poorly developed: Low awareness on the advantages of having proper outcome-oriented g...