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About
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Clients
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Client Docs
Resources
Blog
FAQ
Contact
Book Consultation
About
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Developing Your Elevator Pitch – Connecting to your “Why” 

  • Staff and Volunteer Work session 

  • Up to 3 1:1 Coaching sessions for key leaders 

 

Organizational Readiness Package – Case Development and Training 

  • 1:1 Discovery (2-5 sessions)– Research and data gathering on your mission 

  • Stakeholder Interviews 

  • Assembling key docs and information to be ready for all types of fundraising 

  • Writing and development of  Case for Support library 

  • Copy writing for Case Brochure 

  • Developing written volunteer and staff roles and expectations that work 

  • Training and coaching for fundraisers to systematically build a portfolio and work through the fundraising cycle with donors 

  • Training and coaching of volunteers and non-fundraising staff to support the fundraising effort through storytelling. 

  • Key message development 

  • Talking points development  

  • Email, letter and proposal templates  

  • Annual updates and adjustments (optional) 

 

Development Planning 

  • Organizational Capacity Assessment 

  • Memo of Understanding between Foundation and Beneficiary 

  • Database Analysis 

  • Media Strategy 

  • Individual Relationship Building Coaching and Strategy 

  • Volunteer Engagement  

  • Clear Roles and Responsibilities 

  • Month by month plan to meet fundraising goals, led by fundraising staff 

  • Key message development 

  • Talking points development  

  • Email, letter and proposal templates 

  • Ongoing support (optional) 

 

Media Training for Board and Staff (annual) 

  • ½ day workshop 

  • Mock interviews 

  • Talking Points writing for key issues 

  • Ongoing support (optional) 

 

 Strategic Planning (Annual) 

  • Stakeholder Interviews 

  • Collaboration with ED on Vision 

  • Facilitation of Research Based Strategic Planning Session 

  • Written Plan to include 

  • 10 Year Vision  

  • 3 Year Picture 

  • 1 year plan with measurables, goals and accountability structure. 

  • Implementation and accountability training and planning 

  • Facilitated Quarterly check in’s and goal setting with leadership team 

  • Facilitated Annual meeting  

  •  Assess Vision, Picture and Plan 

  • Adjust 

  • Write next 1 year plan 

 

Executive Director Coaching 

  • 1:1 problem solving and support for the loneliest job. 

  • Speech and messaging coaching 

  • Strategy and fundraising coaching 

  • Board and Stakeholder Strategy and Engagement 

  • Strategic Relationship Building 

 

Development Director Coaching 

  • Fundraising 1:1 training and role play 

  • Accountability and organizational coaching 

  • Building out the fundraising cycle for your shop  

  • Identification 

  • Qualification 

  • Cultivation 

  • Solicitation 

  • Stewardship 

 

Board Officers Coaching 

  • Establishing the board’s role 

  • Board goal setting (what the board will achieve vs. staff) 

  • Supporting your ED 

  • Engaging the board as chair 

  • Written expectations and roles 

  • Board training 

1950 C Street

Lincoln, NE 68502

(402) 540-6906

wendy@theopenwindowsolution.com
Contact Us