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🔴 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...
🟠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- w...
🟡 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 - Â Action: Improve institutional system for making it a regular e...
🟢 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 - Â Action: No action necessary. Others - Notes for Development: Advanced use of scoping exercise in fundrai...
🟠Some policies are in place to meet basic requirements that are compliance related
Poorly developed: Policies and guidelines are limited to mitigating risks only. They might have been developed only as a compulsion. Reflection: We may have basic requirements covered; do we have a periodic and consistent development plan f...
🟡 Fundraising guidelines and policies were developed to meet industry standards, and it reflects organisation leadership vision as well
Developing: Policies and guidelines are possibly limited to mitigating risks and dictate certain standards. Reflection: We may have basic requirements covered; do we have a periodic and consistent development plan for them. Not having adeq...
🟢 Fundraising guidelines and policies were developed and are practiced to meet organisational values, mission and culture
Highly developed: Policies and guidelines play a very important role in fundraising success. Reflection: No response necessary as we have adequate policies and guidelines at place and they are periodically reviewed. Others -Â Action: ...
🔴 Have not developed any formal guidelines or policies, or may have one of them
High risk: Absence of formal policies and guidelines. It may also be not practiced for lack of awareness and underdeveloped process. Reflection: How can we immediately create policies and guidelines. Do we understand the risks and the upsi...
🟢 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 data and put it to optimal fundraising use. Reflection: No action required. Others - Action: No specific actions are required as we are fully satisfi...
🟠Mainly dependent on a few key people and individual networks
Under developed: Market intelligence is limited to certain human connections. Reflection: We will provide more resources to Program team to build a more robust market intelligence system. Can we collaborate with other local players? Other...
🟡 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. Reflection: Have very advanced research and development unit but we may be required to invest slightly more to make the function more dynamic. Others - Action: ...
🔴 Do not have any means or mechanism to gather intelligence
High risk: Does not use any form of market intelligence in fundraising function. Reflection: Don't have the scope or capacity to improve our marjet intelligence gathering system. What do we do? Can we collaborate with other local players? ...
🟡 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 some of the most urgent needs in this area; what can and must be met? What has impede tech growth-state of our mind or resources? Others -Â Action: Conduct a ...
🔴 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 function and the team operates with basic tools. Reflection: What has impede tech growth- state of our mind or resources? Check-listing of existing tech in...
🟠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. Reflection: Create an internal team to solve the problem; define scope clearly. Consult a specialist to quickly assess current state and develop a development ...
🟢 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: No response required. Others -Â Action: Have highly developed and future proof technology infrastructure and no actions are required. Others -Â Not...
🟢 Fundraising staffs are held together by loyalty, mutual trust, and an unwavering commitment. Team management style is characterised by teamwork, consensus, and participation
Highly developed: Fundraisers are held together by strong bonds. Professional commitment is top class. A certain kind of standard behaviour, adopted by the whole organisation together, is practiced consistently. Reflection: No response requ...
🟠Fundraising staffs are held together by formal rules and policies and operates professionally and smoothly
Under developed: Formal guidelines or rules dictate behaviour, and outcomes are satisfactory. Reflection: Design and conduct internal surveys to develop action plan for improvement. How can development of a certain culture in a team enable...