Development Program Audit / Assessment
- Review of an organization’s existing development program to evaluate and recommend next steps for growth, including but not limited to:
- Comprehensive review and evaluation of existing development materials
- On-site visit includes interviews of leadership team members, finance officer, development staff, development advisory board members, select donors, select organizational members and other significant constituents
- Oral exit report with preliminary findings and recommendations
- Final written report with findings and recommendations to assist in planning for future growth
- Presentation of final report to appropriate audiences
Organizational Mergers
- Provide counsel to newly merged congregations needing to evaluate the development efforts of their merging entities in order to create one unified development program
Development Strategic Planning
- Work with an organization’s leadership team and development staff to formulate a multi-year development strategic plan
- Assist in analysis of the organization’s current development program and the formulation of future goals, strategies and timelines
Readiness Assessment to Start a Development Program
- Conduct a readiness and responsiveness assessment which focuses on characteristics and conditions that must be present for a development program to be successful
- Evaluation of the internal and external development environments
- Gathering of information and testing of assumptions through a specific sequence of activities
- Identification of environmental and institutional strengths, weaknesses, opportunities and challenges for beginning a development program are presented in a written report
Development Education for Organizational Leaders and / or Members
- Workshops tailored to the needs of leadership teams to assist them in understanding their essential role in the ministry of development
- Workshops specific to the role of members of religious congregations to assist them in understanding their essential role in their congregation’s development program
Development Office Set-up
- Assist in the set-up for development programs in organizations that have never had a formal development program
Development Director Search Process
- Assist in writing position descriptions, advertisement, initial screening of applicants, interviewing candidates, recommendations regarding interviewed candidates
Development Staff Retreat Days
- Planning for and facilitation of retreat days for development staffs and teams
Development Advisory Board Formation and Training
- Assist in developing criteria for identification of board members, the writing of by-laws and the education of Advisory Board members
Counsel on:
- Case Statements
- Assist the development director in the formulation of the organization’s case statement
- Development Plans
- Assist in the writing of an integrated development plan
- Formulation of Development Policies
- Assistance in formulating policies for gift acceptance, special events and other development activites
- Direct Mail Programs
- Assist in the evaluation of and reformulation of direct mail programs
- Newsletter and Publications
- Assist in the establishment of development newsletters and other development publications, brochures and other materials
- Major Gift Programs
- Assist in defining what constitutes a major gift for the organization and in setting up an organizational major gifts program
- Planned Giving Programs
- Assist in setting up an organization planned giving program
- Special Events
- Assist in the evaluation of special events programs
