The Data-Driven Development Plan

Take control of your fundraising with a data-informed strategy to build the right relationships, raise more money, and reach your goals with confidence.

As a fundraising leader, you know the pressure to meet revenue goals can feel relentless. Juggling competing priorities - managing relationships, leading a team, planning events -  often leaves little room for strategic thinking or self care. 

The constant push to secure gifts, combined with limited time and resources, makes it even harder to focus on donor relationships. On top of that, you may be dealing with outdated technology, inefficient processes, and systems that don’t talk to each other. 

But when you’re being pulled in many different directions, there’s not much room in your schedule (or budget) for long-term planning and innovation. That lack of time and focus limits your ability to grow, and at its worst, it’s a recipe for burnout.

And that’s not OK - because you’re a passionate, driven change-maker! You chose this path for the joy and fulfillment of philanthropy, not the endless grind. You know you’re capable of building amazing donor relationships and securing transformational gifts. And you know your donors are hungry for a deeper, more fulfilling relationship with your organization. 

Here’s the thing…

You know in your gut that outdated beliefs, tools, and practices of traditional fundraising aren’t working for you, your organization, or your donors. Some days it feels like everything is out of your control. 

But as donor participation continues to shrink and fundraising gets more competitive every year, the future belongs to fundraising leaders who can re-imagine their strategy - a strategy rooted in data, supported by technology and process, and centered on people. 

Whether you’re a solo fundraiser or leading a small team, that transformation starts with harnessing your systems, processes, and data to work for YOU. 

So how do you start?

I understand the challenges of striving to reach revenue goals without a clear strategy rooted in data. I’ve helped fundraising leaders like you reclaim control through an objective, human-centered approach to donor engagement. 

With a Data-Driven Development Plan, you’ll have the clarity and confidence you need to focus on what matters most - building relationships and securing resources for your mission, without feeling overwhelmed. 

Here’s how we’ll work together to unlock the power of data and achieve your goals:

1. Identify Pathways and Barriers to Growth
   We’ll start with a deep dive into your donor data to pinpoint which relationships have the highest potential. This data-driven assessment helps you focus your attention on the most promising opportunities or blockers - no guesswork or gut instinct required.
   
2. Co-Create a Donor Engagement Strategy
   Using insights from the data, we’ll co-create a plan to prioritize the right relationships with the most effective outreach - giving you a clear path to your retention and revenue goals.
   
3. Connect Your Data Strategy
   Based on your donor engagement strategy, we’ll build out a roadmap for how your systems, processes, and data will support donor engagement, re-aligning those systems to work for YOU, not the other way around.
   
4. Rally Your Champions
   Once you’re empowered with your data-driven strategies and strong case for support, I’ll help you gain support from your champions to help put your plan into action.
   
5. Implement Systems to Manage Your Time and Results
   Together, we’ll set up systems and tools to ensure you can easily manage your plan and track progress toward goals, clearing the way for long-term success.

Ready to take your fundraising to the next level? Reach out today and let’s build a data-informed strategy that works for you.

When you have a Data-Driven Development Plan in place, you’ll know exactly which relationships to focus on, allowing you to engage donors with confidence and purpose. You’ll be able to communicate your approach clearly to your board and leadership, demonstrating a strategic plan for reaching your revenue targets. Most importantly, you’ll build deeper relationships with top donors and prospects, secure larger gifts, and make a lasting impact on your organization’s mission. 

Along the way to your Data-Driven Development Plan, you’ll learn how to:

• Clarify your case for support with data-driven insights into your constituents’ interests and desires.
• Reclaim control of your schedule through an objective analysis of how you focus your time for maximum impact.
• Strengthen the case for investment in technology and training to support your efficiency and growth.

Who is this for?

The Data-Driven Development Plan is a great fit for you if:

• You lead fundraising strategy as a Development Director, Executive Director, or board member.
• You have big ideas and a vision for yourself and your organization.
• You want more time to focus on donor relationships. 
• You’re willing to explore new ways of working and challenge the status quo when necessary.
• You see the value in data and technology even if you don't consider yourself a "techie."

The Data-Driven Development Plan is NOT a great fit for you if:

• You’re a firm believer in the “traditional” approach to fundraising and donor engagement. This work challenges many of the beliefs and assumptions of traditional fundraising. 
• You’re unwilling to take risks or try new things. This work will highlight opportunities and challenges that require calculated risk-taking and experimentation outside your comfort zone.
• You’re unwilling to invest the time and energy to put your plan into practice. Fundraising success takes time, and this is a long-term investment, not an overnight solution. 
• You're looking for someone else to do the work for you. I’m here to co-create strategies that work for you and set you on the path to implementing those strategies for yourself and your team. 

Don’t let your fundraising efforts rely on guesswork - take back your time and eliminate stress with a data-driven strategy.