Many development offices are highly productive but still struggle to make meaningful progress toward their goals.  The issue is rarely effort or commitment. More often, they lack a shared, multi-year planning framework to guide decisions across fundraising, constituent relations, and donor engagement. 

Without a clear structure for defining priorities, aligning tactics, and measuring progress over time, development work can become reactive, fragmented, and focused on annual outcomes rather than sustained growth.

This webinar, part of our “Development Systems that Work” series, presents a core process and practical framework for building a multi-year plan for your development office. Participants will learn how to anchor their work in a small set of key belief statements about their programs, donors, and institution. From there, they will identify the facts, data, and stories that support those beliefs; and use them to shape  annual goals and tactics. The framework can be applied across all core areas of a successful development operation, including fundraising, constituent relations, donor engagement, and stewardship. 

This webinar serves as the foundation for subsequent webinars on planned giving, donor portfolios, and leadership annual giving programs.