The Operational Plan

Originally published by Stevenson, Inc., this practical resource features goal-setting procedures, ways to engage key staff and others, and action plans for shaping effective annual fundraising strategies for nonprofit organizations.

Important topics covered include:

• Annual dollar and participation goals
• Board engagement
• Committee objectives
• First-year plans
• Direct mail appeals
• Quantifiable objectives
• Staff retreats
• Monitoring progress
• Outreach to diverse audiences
• Volunteer involvement
• Analysis and evaluation

Please note that some content featured in the original version of this title has been removed in this published version due to permissions issues.

CHAPTER 1 Getting Started: Examine Historical Data, Conduct Internal Audit (Pages: 4-9)

CHAPTER 2 Analyze Existing Member Categories: Benefits and Dues Structure (Pages: 10-13)

CHAPTER 3 Begin a Collective Planning Process (Pages: 14-20)

CHAPTER 4 Goal-Setting Procedures (Pages: 21-24)

CHAPTER 5 Recruitment and Retention Planning (Pages: 25-30)

CHAPTER 6 Include Chapter Development in Your Plans (Pages: 31-35)

CHAPTER 7 Member Events, Project (Pages: 36-37)

CHAPTER 8 Member Recognition (Pages: 38-39)

CHAPTER 9 Put Your Plan into Written form (Pages: 40-45)

CHAPTER 10 Monitor Progress and Evaluate Success (Pages: 46-48)

Scott C. Stevenson is the editor of The Operational Plan: How to Create a Yearlong Membership Plan, published by Wiley.