Strategic Planning

Dynamic fundraising strategies and inclusive planning processes are key to success in fundraising. We aim to provide our clients with advice that focuses first on the development of the strategic plan, and then on the most effective ways to implement the plan.

Strategic plans are living documents. They define overarching goals, strategies and courses of action that must be monitored closely and revised with shifting conditions. Unified by bold but realistic visions and supported by core principles that guide decision-making, strong plans include focused, integrated strategies to achieve desired results. A fully integrated strategic plan provides not only a textured vision, but also a detailed framework that identifies specified benchmarks and measurement criteria.

Marts & Lundy’s approach to planning fundraising strategies helps our clients to:

  • Continuously measure progress against goals and objectives
  • Create a stronger brand signature through a growing evidence and story pool that creates opportunities to communicate and spotlight achievements
  • Encourage members of the administrative and academic community to “own” their individual pieces of the plan
  • Ensure that close friends will become more engaged in the goals and aspirations of the institution and, therefore, more inclined to partner with the leadership to realise those goals

To learn more about ways we can help you develop and implement successful strategies, click here.