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Two Day Retreat
A two-day Planraising Retreat at a location of your
choosing that brings together your board and key staff, volunteers
and constituents. We help you set goals and choose the tools that
best fit your needs to build your 3-year strategic plan with an
emphasis on marketing, development and branding. Compare
1-Day and 2-Day Retreats.
Pre-Retreat Activities
We work with you to assess your current development and marketing
goals and activities with: |
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A detailed intake survey for your
organization |
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Custom surveys for your constituents--one for
key leaders and one for the general public |
Your Campaign
Page
We create your pre-retreat campaign page focused on gathering
support for your Planraising Retreat including: |
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information about your nonprofit
and your planraising retreat. |
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Job description and sign-up form for board or
committee positions. |
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An invitation to participate in your pre-planraising
survey with a link to your survey. |
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A general donate now button connected to your
Paypal or other merchant account (we will set up for you if
needed). |
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Tools to share with your constituents via Facebook,
Twitter and email. |
Promoting Your Planraising
We will create tools and provide additional tips and resources to
help you spread the word about your Planraising Retreat including:
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Custom graphics for use in email announcements,
website banners and badges. |
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A Planraising Promotion Guide with proposed timeline
and tips to help you direct people to your Planraising page.
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The Retreat
We recommend inviting 15-20 key stakeholders and keeping the retreat
casual with a potluck or other casual lunch. We want everyone to be
comfortable as we roll up our sleeves and get to work! Retreat agenda
includes:
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Discussing mission statement and branding strategies |
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Discussing best practices in fund
development and marketing |
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Reviewing and evaluating your SWOT analysis |
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Reviewing and evaluating your survey results |
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Identifying overall organizational golas and objectives
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identifying development and marketing goals, objectives
and specific tools (using our specially-designed toolkits) |
After the Retreat
We offer continued support for your Planraising effort for three months
after your retreat. We help you generate additional support by:
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Creating a unified overall strategic
plan and specific development and marketing plan based on your
Retreat outcomes, within one month of the retreat date. |
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Updating your campaign page with your retreat
results (approved by you). |
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Creating a more detailed donation form for your
Planraising page including specific strategies identified in
your plan that require funding. |
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