Leadership For Philanthropy

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Leadership For Philanthropy

Major Giving for Public Radio

A project developed and administered by DEI and funded by the Corporation for Public Broadcasting

Consultant Site Visit Report

REVISED 1/1/2012

Station:

Due 5 days after site visit

Consultant:

Submit completed report via email to:

Deborah Turner, Project Executive Director

DEI dturner@deiworksite.org

Note: It’s advisable to change the “view” of this form to “print layout” in order to see the form properly.

Question?

Feel free to contact Deb at 207-989-8933

Overview of individual meetings:

MEETING #1

Summary of meeting held

DATE TOPIC

Comments

MEETING #2

Summary of meeting held

Comments

DATE TOPIC

MEETING #3

Summary of meeting held

Comments

DATE TOPIC

MEETING #4

Summary of meeting held

Comments

DATE TOPIC

MEETING #5

Summary of meeting held

Comments

DATE TOPIC

MEETING #6

Summary of meeting held

Comments

DATE TOPIC

If additional meetings, copy sheet please.

# ATTENDEES TITLES/ATTENDEES OVERALL RATING

PRODUCTIVE MEETING

(10 POINT SCALE)

10=EXCELLENT 1=POOR

# ATTENDEES TITLES/ATTENDEES OVERALL RATING

PRODUCTIVE MEETING

(10 POINT SCALE)

10=EXCELLENT 1=POOR

# ATTENDEES TITLES/ATTENDEES OVERALL RATING

PRODUCTIVE MEETING

(10 POINT SCALE)

10=EXCELLENT 1=POOR

# ATTENDEES TITLES/ATTENDEES OVERALL RATING

PRODUCTIVE MEETING

(10 POINT SCALE)

10=EXCELLENT 1=POOR

# ATTENDEES TITLES/ATTENDEES OVERALL RATING

PRODUCTIVE MEETING

(10 POINT SCALE)

10=EXCELLENT 1=POOR

# ATTENDEES TITLES/ATTENDEES OVERALL RATING

PRODUCTIVE MEETING

(10 POINT SCALE)

10=EXCELLENT 1=POOR

Findings and Assessment:

Please describe in detail your overall findings and assessment of station during your visit:

Overall Readiness Cultivating your Philanthropic Community

Case for Support

GM/CEO Skill Set

Board and Volunteer Engagement

Staff and Development Support

Systems (development software, donor research, etc.)

COMMENTS

10=excellent, 1=poor, or anywhere in between

Understands LFP and focus area tasks ahead

Strong skills already in place

Confidence level of station manager

Staffing and resources available

Staff and Board ‘buy in’

Consultant perspective

Potential for success

Greatest Potential Strength Greatest Potential Weakness/Barrier to success

Recommendations for Station Work Plan (brief summary – detail can be entered in the Station

Work Plan):

Objective Description

Other Issues:

Provide comment on any other issues relevant to the station’s work in the project that you feel would be helpful for us to know.

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