Creating the Case for Support

Step by Step A successful advancement initiative is the result of a

series of steps taken one at a time, in the proper sequence, according to a plan and timeline.

At any particular time, leaders should be concerned with only one step.

Step by Step

If that step is not executed properly, the next will be more difficult.

If that step is executed properly, the next will be easier and more effective.

Step 1

VISION To Support Mission

Start at the Beginning

Vision begins with the President, Principal, Head of School.

Discernment process with faculty, staff, administration.

Create strategic plan.

Next Steps

Involve Board and Committees.

Present to full Board for approval.

Share with constituency.

Final StepsPrioritize funding components.

Create Case for Support.

Use the case document in ALL solicitation calls.

Campaign/Major Gift Preparation1. Case for Support :

Describes what will be funded and why; the vision, the rationale - resulting from the strategic plan.

2. Prospect Identification: Financial potential. Find the wealth.

3. Marketing Materials: Case statement brochure, theme, video.

4. Capitalization Plan: Create the financing plan for the project.

5. Volunteer Leadership:1. Chair, Steering Committee.

The Case For SupportThree Steps:

1. Leadership Consensus:

The vision and strategic plan must be first.

“Money Follows Vision”

The Case for Support

2. Top Prospect Involvement:

Input and Feedback: Feasibility Study Focus Groups Individual Meetings On-Line Survey Core Planning Group

The Case for Support Educate Create ownership Establish broad consensus Prioritize

The Case for Support

3. Financial Plan:

5 year projections - highlights financing required to operate the school and fund the strategic plan and case points.

The Case for Support

Conclusions go to the Board for final approvalCase statement document is printedCase document is used in the major gift

process

The Case DocumentThe ‘sales’ piece to be used during the

MG/capital campaign.

Should be informative but succinct.

Includes the mission, vision, planning process, planning conclusions, funding components, amount required, leadership, giving pyramid.