Assessing your program should be a regular part of business. Whether a new non-profit or one with a long history, any fundraising program can benefit from an in-depth examination that allows you to adjust your course and develop the plans and mechanisms for significant progress.

Frequently, the impetus for an assessment is a change in leadership; a campaign beginning, at mid-point or concluding; a plateau or a slump in the overall program or a component. However, anytime is a good time to check and fine tune your program’s health.

Assessments may be at the macro or micro level:

• Entire program
• Program component (e.g., annual fund/membership, major gifts)
• An aspect of a program/component (e.g., case statements, annual fund solicitation letters)
• Points of integration and interface with other areas (e.g., alumni relations and communications)

Deliverables

• A report of findings that identifies strengths and areas for improvement; specific recommendations to create a solid foundation to build upon.
• Presentation to the CEO, Board or a committee if desired.
• Assistance in implementation if desired.

Add-on: Periodic (mid-year and/or one-year) review of progress.