Development Audit and Plan of Action

Are you seeking a predictable path for consistent revenue growth?

Here’s a simple, cost effective plan to make sure that your Development will meet your fundraising goals.


  • Create the fastest and best path for consistently increasing donations.
  • Innovate around central practices, programs and products for greatest revenue increase; relative to mission and plan.
  • Preserve the core and simultaneously adapt to a changing world.

Discovery Phase

  • Review Management Expectations
  • Review 2018 and 2019 Development (and Marketing) Plans
  • Donor Analysis – New, retention, lift and attrition
  • 3-5 Year Lookback and Trend Analysis
  • Review Budget and Staffing – How much need to raise? How much will it cost?
  • OpX360® for Fundraising, Marketing & Communications with person(s) responsible for department(s)

Timeline: One Month

Deliverables: Development Audit and Recommendations

Strategy Phase

  • Define success and S.M.A.R.T. objectives with Executives
  • Engage Development Team to review findings, objectives and create strategies to achieve objectives
  • Prepare Timeline
  • Adjust Budget and Staffing as necessary

Timeline: One Month

Deliverables: 2020 Development Plan of Action

Investment will vary based on size and scope of your nonprofit. For a confidential no-obligation proposal, please email our Managing Director, Marc Stein.

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