Are
You Ready for a Capital Campaign?
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your organization contemplating a capital campaign in its future?
Our campaign experts will conduct a pre-planning workshop for
your board and staff to lay a solid foundation for success.
This planning workshop is held in the early stages of your process.
Our team of consultants will come to your facility, work with
your board and staff to develop an action plan to take you to
the next step. |
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Typical
Agenda |
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| 8:00
- 8:30........... |
Welcome & Introductions |
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| 8:30 - 10:00.........
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Organizational &
Program Audit - Who Are You & What Do You Do?
During, this session, there will be an
interactive discussion about the organizational strengths and
weaknesses relating to program, board governance, and staffing.
Participants will complete the first part of the Campaign Readiness
Audit questionnaire during this session. |
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| 10:00 - 10:15 |
Break |
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| 10:15 - 11:45
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Facilities
Audit --Where Do You Do It and Where Will You Do It?
During this session, discussion will
revolve around the faculties and finances of the organization,
answering the questions of how much space is needed, where the
facility is and where it will/should be located, and how much
it is likely to cost to build or renovate current facilities.
The second part of the Campaign Readiness Audit questionnaire
is answered during this session. |
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| 11:45 - 12:30 |
Lunch |
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| 12:30 - 2:00 |
Constituency
Audit—Who Are Your Donors & How Are You Perceived
By Them?
In this session,
participants will discuss the organization's past giving history,
the perceptions their donors have and how they can build on
their annual giving programs during a capital campaign. A discussion
on the planning study and how it can help assess donor acceptance
of the project will take place. |
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| 2:00 - 3:30 |
The Plan
--Where Do We Go Next?
Participants
will be guided through developing a plan of action for the organization
to take them into the capital campaign. This plan will include
a timetable for engaging a construction manager, architect,
fundraising consultant, and staff. Steps will be outlined from
approving the capital campaign and implementing a planning study
to the final victory celebration & donor recognition. |
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Follow
Up Consultation |
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| Within
a month of the workshop our consultants will schedule a follow
up call to assist you with implementing your plan. |
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