Make Sure You See the Forest AND the Trees When Preparing for Campaigns

Presenter: Tracey J. Church, Tracey Church & Associates, Research + Consulting Services and Izabela Piasecka-Latour, The Arthritis Society
Year: 2016
Price: Members: $49; Nonmembers: $79
Body of Knowledge Alignment:
 Relationship Management
Competencies and Levels: 

  • CA: Competency 1: Campaign Infrastructure and Design, Level II
  • CA: Competency 2: Campaign Planning, Feasibility and Goal Setting, Level II
  • CA: Competency 4: Campaign Identification and Pipeline, Level II

If someone can't see the forest for the trees, they get so caught up in small details that they fail to understand the bigger picture. When preparing for a campaign, a great deal of emphasis is placed on the internal readiness of an organization. Researchers must look at the campaign goals and the affiliated gift tables, volunteer campaign cabinets and peer review opportunities, the donor pipeline, and prospect ratings among many other areas. But, fundraisers and researchers need also to look at what factors outside of their organization may have a positive or negative impact on their pending campaign. The political or economic climate in your region, other major campaigns and senior volunteer activities are just a few of the many external factors which may impact the success of your campaign. Join Tracey and Izabela as they look at the top internal and external factors researchers should consider for their organization to help prepare for campaign. Some case study examples will be included.

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