Portfolio of Current Services: Institutional Planning

Our firm believes strongly that all nonprofits have two choices: plan for growth, or plan for decline. Through highly developed methods and strategies, Ter Molen Watkins & Brandt engages all essential leaders and stakeholders in integrated planning efforts that stem from the very mission of the institution itself.

We can work with you in a variety of ways and through every phase and type of planning effort, including:

Leading and Organizing a Long-term Strategic Planning Effort

We can help you organize and lead the process, and stand ready to serve as facilitators for the process itself. This may involve ongoing meetings with Board members and staff, an extended planning retreat for key leaders, and/or the formation and guidance of committees and subcommittees with specific planning responsibilities. We are also available to coordinate volunteer and staff activity as the effort moves from strategic plan to actual accomplishment.

In addition we conduct a host of other types of seminars, workshops, training sessions, and Board retreats, and are eager to help you in any way we can.

The Situation/Organizational Analysis

Like the Development Assessment, the Situation or Organizational Analysis provides a description of your institution? current fundraising capabilities and resources, and then determines the organization? adequacy and appropriateness in light of stated or intended goals. The Analysis includes an inventory of organizational structure and by-laws, volunteer leadership and personnel responsibilities, office capabilities, available human and program resources, and operating budgets. The deliverable is an assessment of these factors in terms of current institutional fundraising priorities and institutional readiness for the rigors of an aggressive fundraising effort.

 

Next Service: Advancement Reviews and Assessments
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