Annual Development Strategy Package

Assess Current State:

• Gather Information: Collect data on current performance metrics, organizational objectives, market trends, and stakeholder feedback.

• SWOT Analysis: Conduct a SWOT (Strengths, Weaknesses, Opportunities, Threats) analysis to identify internal strengths and weaknesses, as well as external opportunities and threats.

• Benchmarking: Compare your organization's performance against industry standards or competitors to understand where you stand.

Define Goals and Objectives:

• SMART Goals: Establish Specific, Measurable, Achievable, Relevant, and Time-bound goals aligned with the organization's mission and vision.

• Prioritize Objectives: Determine the most critical goals for the organization's success and focus on those.

Identify Development Needs:

• Skill Gaps: Assess the skills and competencies needed to achieve the defined goals and identify organizational gaps.

• Resource Analysis: Evaluate the availability of budget, technology, and personnel required for development initiatives.

• Stakeholder Input: Solicit input from key stakeholders, including employees, customers, and partners, to identify areas for improvement.

Develop Strategies and Tactics:

• Strategic Initiatives: Formulate high-level strategies to address the identified needs and achieve the established goals.

• Actionable Tactics: Break down each strategy into actionable tactics or steps to implement within the designated timeframe.

• Resource Allocation: Allocate resources effectively to support the implementation of strategies and tactics.

Draft the Plan:

• Document Goals and Strategies: Write down the goals, strategies, and tactics in a formal document.

• Timeline: Establish a timeline with milestones and deadlines for each initiative.

• Responsibilities: Assign responsibilities to individuals or teams to execute specific tasks.

• Performance Metrics: Define key performance indicators (KPIs) to measure progress and success.

• Creating a fund development plan involves several key steps to ensure it's comprehensive and practical. Here's a structured approach to developing one:

Create an Action Plan:

• Break down each fundraising strategy into actionable steps.

• Assign responsibilities and deadlines for each task.

• Develop a timeline for implementation, considering seasonality and donor engagement cycles.