Do More 24Capacity Building and

Strategy Training Series

Session #1: Goal setting and strategy overview

November 17, 2016

• Introduction to the cohort and structure of sessions

• Overview of Do More 24 on June 8, 2017

• Questions

Introduction and overview

• Factors to consider• It’s not “dollars out there” it’s connecting with your

donors• It’s about creating the “achievable victory for your

organization”• Could be winning the with most donors or with the most

dollars, or 2nd, 3rd, or 4th place with most dollars• For most, it’s a project, something that will resonate

with your donors and their peers• Focus on winning hourly prizes and social media contests

Goal Setting

• Creating SMART goals• S – specific• M – measurable• A – achievable• R – relevant• T – time specific

Goal Setting

• Make your SMART goals fun• Make your SMART goals a stretch• Make your SMART goals tell a story• Tie your SMART goals to your mission• Have a “backup” SMART goal for when you

achieve it…

Goal Setting

• Today: create three draft goals

• Homework: get a primary goal and a backup goal approved by December session

Goal Setting

• Factors to consider:• Your UNIVERSE• U = Donors + Prospects (i.e. peers of donors,

volunteers, vendors, corp partners, customers, etc.)• Amount of goal vs regular revenue• Amount of goal vs donor giving capacity• How your org performed in past Do More 24• What is your time and capacity to lead?

Goal Setting

For each draft goal create a strategy to include:

WHAT, WHO, HOW, and WHY

• WHAT = the SMART goal• WHO = the UNIVERSE• HOW = how you’re going to engage them• WHY = their motivation for funding the goal

Strategy session

Gift Table• Generally calculated as:

• 1-2 gifts for 20% of goal……..• 2-4 gifts for 20% of goal……..• 5-10 gifts for 15% of goal……• 10-20 gifts for 10% of goal…• 20+ gifts for 35% of goal…….

Ask ratio of 4 or 3 to 1:

Ask 8 people Ask 16 people Ask 30 people Ask 60 people Ask everyone else

• Sample for a $100,000 goal

Gift Table

Gift size # of gifts # of asks Total $ % of total

$10,000 2 8 $20,000 20%

$5,000 4 16 $20,000 20%

$2,500 6 20 $15,000 15%

$1,000 10 30 $10,000 10%

$100 Lots (350) Thousands $35,000 35%

$100,000 100%

• Questions and clarifications

Q&A

• Donor engagement• Do More 24 is a program for donor engagement through giving

and through social media• Get your donors involved and active so they include their peers

for your success• We’re starting these classes in November to prepare you to start

early, don’t wait until June 8• Homework:

• For session on 12/2, review your three goals and strategy with leadership to select primary and secondary goals

• Next class: Fri. Dec 2 – Creating Your Donor Strategy

Summary and next steps