Organizational Assessments

Every organization can benefit from an outsider’s view of present operations. Must-have tasks from ten years ago become routine and may not be needed anymore. Staff may not have time to step back and look at their current practices to determine if there are different ways of doing tasks. I have extensive expertise in assessing:

• Organizational structure, reporting lines, and job definitions.
  
• Development group dynamics, goals, and approaches (for example, strategy sessions).
  
• Volunteer organization goals, strategy, leadership, and mission.
  
• Development Officer metrics of success.
  
• Measuring return-on-investment of events.
  
• Key decisions around keeping or replacing an institution's fundraising system.
  
• Data integrity.
• The effectiveness of reporting tools and platforms.
• Data models to support agile analytics.
• Advancement communications.
• Annual giving programs, leadership gift metrics, and direct mail approaches.
• Donor relations and stewardship efforts for annual, major, planned, and principal gifts.
• Prospect research support.
• Prospect management systems for the effective deployment of gift officers.