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People
Practice
Process
Staffing
Skill
Experience
Leadership Involvement
Revenue
Cash-flow
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Goals
Optimisation - Visibility
Optimisation - Market Intelligence
Scoping
Policies and Guidelines
Optimisation - Tech
Culture and Values
Fund Development Strategy
Fundraising Channel/Method Choice
🟢 Adequately filled with future growth plans
Highly developed: Fundraising operational structure is adequate to meet present and immediate future needs. Reflection: Can the fundraising team structure be strengthened? Do we need an expansion plan? No response required. Others - Action: ...
🟠Some positions are filled
Under Developed: Team structural issues exist and are required to be addressed for improvement in situation. Reflection: What are the root cause for lack of development in fundraising operations? Market does not provide scope of hiring? How do we so...
🟡 FR work done (shared efficiently) by other staffs/Board members
Developing: Fundraising operations require development, but may not be an urgent need (based on effectiveness of present system and future feasibility) Reflection: How can the fundraising team structure be further strengthened? Do we need an expansi...
🔴 Inadequate
Poorly developed: Required to build an exclusive team of professional. Reflection: What are the root cause for lack of development in fundraising operations? Market does not provide scope of hiring? How do we solve the problem? Conventional operat...
🔴 Have not assessed formally, and skill level of staff/s is/are not known
Poorly developed: Skill level of fundraising professionals is not known. Reflection: Why is it important to know the skill levels of specialists in an organisation? Conduct skill mapping- how could it be done. Others - Action: Shall find out me...
🟡 Regular fundraising needs adequately covered by well-developed internal fundraising skills that exist
Fairly developed: Internal fundraising skills are adequate to cover present need. Reflection: Conduct skill mapping- how could it be done. Are our staff selection process very well developed to understand the skill set a candidate comes with? Cannot ...
🟠Main fundraising needs covered by some combination of internal skills and capacity
Developing: Fair amount of confidence with present team capacity and skill. Reflection: Conduct skill mapping- how could it be done. Are our staff selection process very well developed to understand the skill set a candidate comes with? Cannot map sk...
🟢 Highly developed internal fundraising skills and capacity exist in multiple funding source types to cover all regular needs
Highly developed: A combination of skills and capacity exist for various types of fundraising. Reflection: No response required as we have high level skills and expertise both. Cannot map skills as fundraising function operates via a voluntary system ...
🟡 Fundraisers are mostly from other fields of work and dedicate some time to fundraising work
Developing: Refining the team structure around specific fundraising tasks and related skills will bring more precision and effectiveness. Reflection: Work on an exposure plan for existing fundraisers. We need a proper FR plan first to create team stru...
🔴 Fundraisers are mostly freshers with no strong similar experience
Poorly developed: Require leadership - attention to instil greater capacity in the team. Reflection: Can we hire senior level staffs around certain flexible or other inventive working arrangements. We need a proper FR plan first to create team structu...
🟠Fundraisers have some prior similar experience
Under developed: Demands attention on development of the team. Reflection: Can we hire senior level staffs around certain flexible or other inventive working arrangements? We need a proper FR plan first to create team structure and hire new talents....
🟢 Highly diverse and experienced fundraising team with average 5 years or more working experience
Highly developed: A team of diverse strength and capacity exists. Reflection: No response required as we have high level expertise in the team. Others - Action: No action necessary as we have highly developed FR team. Others - Notes for Deve...
🔴 The Board is hardly involved in improving fundraising work; does not consider fundraising tasks as important and do not talk about it
High risk: Address the issue ASAP with the Board. Reflection: Reach out to Board more effectively and find better ways of engaging them in FR work- for opening doors, driving strategy, network etc. Scope of Board engagement for fundraising- define bet...
🟡 The Board generally demonstrates passive coordination of fundraising work
Developing: The Board may be under utilised and the issue demands attention. Reflection: Review Board composition and make it more contemporary with changing development landscape. Creating structures within the Board specifically to drive FR ambition...
🟠The Board demonstrates a no-nonsense, aggressive, results-oriented focus on fundraising
Under developed: The Board may become more effective if it can find a more creative and constructive way of engagement with the leadership. Reflection: Review Board composition and make it more contemporary with changing development landscape. Scope o...
🟢 The Board raises funds and is generally considered to demonstrate mentoring, facilitating, or nurturing fundraising work
Highly developed: Board involvement and its optimal use for fundraising is evident. Reflection: No response required as board is not supposed to be involved in any fundraising work, and it is managed by professionals/practitioners. Others - Actio...
🟡 Over the last 3-years, our fundraising income has grown consistently but moderately
Fairly developed: Revenue has been growing consistently, but rate of growth is not satisfactory. It might mean a lack of annual growth in active donor base, or stagnated gifts from existing donors. Reflection: Identify triggers for faster growth. Wi...
🟠Over the last 3-years our income has been inconsistent- sometime it grew a little, but reduced as well in some years
Under developed: Revenue growth has been inconsistent and unsatisfactory. Reflection: Understand reasons for no growth. Identify triggers for faster growth. Others - Action: Is there any way to arrest any further future slides- what actions ...
🟢 Our revenue growth trend has been very good for several years
Highly developed: Consistent growth in revenue as per expectations. Reflection: No response needed. Others - Action: No action necessary as we are satisfied with our growth. Others - Notes for Development: Consistent growth in revenue ...
🔴 Our income has reduced or remained the same over the last 3-years (negative growth)
High risk: Revenue did not grow at all in the last few years. It might be a combination of reasons- capacity, intent/culture, and nearly 2- year period of a global public health emergency. Reflection: Consider reducing costs until future growth path...