TEAMSOPER'S JOINT FUNDRAISING REVIEW
Most clients begin working with TeamSoper as part of their own review of fundraising, development, and / or institutional advancement programs.
Sometime described by potential clients or other consultants as a "Development Audit," TeamSoper's process involves a nonprofit's top management and key professionals. We believe it is more accurately described as a "Joint Review."
Michael Soper, TeamSoper's President, assists your entire development and fundraising team over a day and one-half series of on-site meetings to identify areas of success and those areas that need improvement.
Group discussions focus on identified and tested industry best practices in the areas of membership, mid-level and major giving, corporate sponsorship and foundation grants.
Challenges include increasing net income through gains in revenue or reductions in expenses. Action plans are produced with an intensive focus on the best success measures to achieve the organization's overall development goals. A complete written report is provided to all participants.
TeamSoper assists the management and staff of nonprofit organizations with a review of their entire fundraising program, its activities and their results. Or, based on the interests of our client, TeamSoper can more tightly focus the review on one or more of the following areas:
- Lower-level individual support from membership or donorship programs
- Mid-level donor clubs or societies
- Major donor programs, circles or societies
- Web site and e-mail based fundraising and relationship development programs
- Corporate support initiatives and program / event underwriting
- Foundation funding / project & proposal development
- R&D / dream creation & new service innovation
- Customer service programs & enhancements
- Professional development & performance reviews
Regardless of the challenges facing your nonprofit, the chances are great that TeamSoper can assist you and your team in identifying the specific problems, discovering the obstacles to progress, reaching agreement on how to measure success, and creating new action plans to advance the organization's goals.
The professional fees associated with TeamSoper's on-site "Joint Review" is less than many spend on sending one or two staff members to a workshop or conference.
Consider the benefits of engaging your entire team in a review of their performance -- celebrating their successes and finding the most promising areas for improvement. We believe there is value in both the process and the resulting plans.
Sound interesting? Give Michael Soper a call at 435-654-5896.