STRATEGIC PLANNING Same logic HOW TO GO THERE ? Where we

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Technical Assistance for
Civil Society Organisations
Regional Office
This project is funded
by the European Union
STRATEGIC PLANNING
Same logic
HOW TO GO THERE ?
Where we are
Where we
want
to be
Technical Assistance for
Civil Society Organisations
Regional Office
This project is funded
by the European Union
MAIN CONCEPTS
Where we want to be: Desired Future
Mission, Vision, Goals, Objectives
Where we are: Present
Problems/Obstacles, Weaknesses, Threats,
Opportunities
How to go there: Solutions
Strategies, Programs, Projects, Services,
Products, Activities, Actions
Technical Assistance for
Civil Society Organisations
Regional Office
This project is funded
by the European Union
ORGANIZATION STRATEGIC PLAN
• It looks at your organization existing
situation using different frames of analysis
• It describes the desired future synthesized
in your organization Mission and Vision
• It identifies what activities, programs,
services , products you will provide in order
to achieve them
Technical Assistance for
Civil Society Organisations
Regional Office
This project is funded
by the European Union
YOUR ORGANIZATION FUNDRAISING
STRATEGY
o Can be elaborated when your
organization have a strategic plan:
knows how to go from where it is to
where it wants to be
o Includes solutions to achieve financial
sustainability of your organization
activities, programs, services, products
Technical Assistance for
Civil Society Organisations
Regional Office
This project is funded
by the European Union
PROPOSED STEPS FOR ELABORATING YOUR
ORGANIZATION FUNDRAISING STRATEGY
2011-2012
•
•
•
•
•
•
•
Imagine desired future
Analyze present situation
Plan to achieve desired situation
Evaluate programs, services, products costs
Identify possible sources of funding
Decide on fundraising objectives
Elaborate Action Plans to achieve fundraising
objectives
Technical Assistance for
Civil Society Organisations
Regional Office
IMAGINE DESIRED FUTURE
Organization Mission
• Why your organization exist
• For whom your organization work
• How your organization works
• Where your organization works
Organization Vision
Your organization 3 years from now: size,
location, people, beneficiaries, activities,
outsiders’ perception about, etc
This project is funded
by the European Union
Technical Assistance for
Civil Society Organisations
Regional Office
This project is funded
by the European Union
ANALYZE PRESENT SITUATION
•
•
•
•
SWOT analysis
Programs and target beneficiaries
Types of funding sources
Programs need and cost recovery
Technical Assistance for
Civil Society Organisations
Regional Office
This project is funded
by the European Union
PLAN FOR 2011-2012 TO ACHIEVE
DESIRED SITUATION
• In order to achieve your Mission and Vision,
based on the information generated by the
different frames of analysis of the existing
situation decide:
• What activities you want to perform and
what programs, services, products you want
to deliver
• When you want to deliver them
Technical Assistance for
Civil Society Organisations
Regional Office
This project is funded
by the European Union
EVALUATE COSTS AND POSSIBLE
FUNDING SOURCES
• Know what you want
• Evaluate the planed activities,
programs, services, products costs
• Know your prospect
• Research and identify your possible
sources of funding
• Determine your fundraising objectives
based on these two steps
Technical Assistance for
Civil Society Organisations
Regional Office
This project is funded
by the European Union
ELABORATE ACTION PLANS TO ACHIEVE
FUNDRAISING OBJECTIVES
Decide the actions
• Timing
• Who is responsible
• What resources are needed (money,
time, information, other) in order to
make the request and build the
relationships
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