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How to Implement your Strategic Plan

In January, we kicked off our Exercise Your Impact campaign. Throughout 2019 we’re sharing tools and resources that highlight critical phases of organizational planning. Our first quarter focus is on the first phase: Strategic Planning. As we finish out the quarter, we want to provide some tips on how to use and implement your strategic plan. In a previous blog series, we highlighted the 4 steps of strategic planning and detailed each step (step 1, step 2, step 3, step 4). But what happens once you’ve completed those steps? We often find that organizations get stuck on figuring out how to take the big picture elements in the strategic plan and make them operational. To avoid this, we create an “implementation plan” during

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4 Steps of Strategic Planning

We have the privilege of working with a few organizations every year to help them create their “road map” or strategic plan for the next 3-5 years.  In the course of completing these strategic plans, we have developed a formula that guides the process following four key steps. 1. Collaborate Good strategic plans are not created in isolation in a board room.  We work with you to identify all of the key stakeholders that we need to engage to inform the strategic planning process.  This will vary depending on your organization, but typically involves some of the following key stakeholders: Staff at different levels of the organization Board of Directors Volunteers Current and past funders and donors Key community partners/ stakeholders in

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Marketing 101: 4 Steps for Your New Year Marketing Efforts

Happy New Year! Now is the perfect time for setting goals and focusing in on priorities specific to your marketing efforts. At Transform Consulting Group, we know your work is important. We also understand that your time and resources may be limited, regardless of the role you play at your organization. Your marketing strategies cannot be a luxury that you ignore. With these quick tips, you can make the most of your efforts this year! 4 Steps for Your New Year Marketing Efforts Reflect Push the brakes and spend time reflecting on your marketing efforts last year similar to what you would do for your organization’s programs and services. What worked? What didn’t work? Did you reach your target audience

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Putting Data into Context

At Transform Consulting Group, we are proud data nerds. Through our evaluation services, we help clients collect, analyze, and share meaningful data. In this blog post, we explained who to share your data with and why. In today’s post, we will go one step further by providing tips on how to present your data in a meaningful way. More specifically, we’ll discuss how to put your data in context and why it is important to do so. When presenting your data, you shouldn’t share it in isolation. For example, an after school tutoring program might find that 75% of their students pass their required standardized tests. If the program shared this data point by itself, their audience might have a

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4 Steps to Build Your Asset Map

Have you ever moved to a new community and wanted to get connected, but didn’t know where to start? Maybe you have had a tangible need presented to you by a friend or family member, but you didn’t know where to direct them to get help? For many communities, an asset map serves as the perfect connection point between individuals and services. An asset map contains the details of available resources, organizations, clubs, boards, and more. This map can help individuals find specific organizations, such as home assistance or guidance on a committee to join. The map can also serve as a decision-making tool, bringing to light any potential strengths and/ or gaps in the community. We helped a local

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4 Tips to Make the Most Out of Your Volunteer Committee

When was the last time you were asked to join a committee? Did you have a deep sigh of angst or a smile of excitement. Your reaction was probably the former, which is not uncommon. Most professionals I know are involved in one if not multiple volunteer committees and seem either frustrated or lukewarm about the purpose or progress of the committee. Participating in committees is a great opportunity to get diverse voices and perspectives to inform complicated issues and bring forward new solutions. Committee work can also be a great leadership development and community engagement opportunity for staff. When we take the time to be thoughtful about our role and involvement, then we can accelerate the impact of our

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Besides an ask, did you say thank you?

Research shows nearly a third of giving happens at the end of the year, so now is the time to focus on communication and donor stewardship. Hopefully your year-end campaign will bring in new donors as well as repeat donors. Throughout your campaign, don’t forget to circle back to those who give and follow up with your gratitude. According to Blackbaud’s Charitable Giving Report, retention rates for first time donors are between 25-30%, but for multi-year donors, the retention rate doubles. We know it’s a busy time of year, but at TCG we recommend building in time to thank your donors and begin (or continue) building a relationship that will continue throughout the year and for years to come. Ultimately,

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2018 Indy Big Data Conference Visualization Challenge Summary

Our TCG team recently presented at the Fifth Annual Indy Big Data Conference for the Visualization Challenge (read about some of our lessons learned here). This year’s challenge focused on improving Indiana’s talent pipeline and workforce.  Participating teams were provided several datasets to analyze and interpret, and then present to a panel of judges. Following the first round of presentations, the judges then awarded five teams the opportunity to present to 500+ conference attendees. Our TCG was one of those top five teams selected! Read more about the Visualization Challenge and data sets here: https://www.indybigdata.com/visualization-challenge/. Our team used our Tableau expertise to create this interactive dashboard, and then we presented on our findings. The interactive dashboard addresses several key questions about

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7 Strategies to Maximize #GivingTuesday

As 2018 comes to an end, we’ve talked a lot about how to end the year with a bang when it comes to your fund development goals. (Find our 10 tips for your year-end giving campaign here). This blog is all about Giving Tuesday – the National Day of Giving. Giving Tuesday falls on the Tuesday right after Thanksgiving. The idea is to have a day for giving thanks (Thanksgiving), followed by two days for deals (Black Friday and Cyber Monday), and then there is a day dedicated to giving back (Giving Tuesday!). Giving Tuesday provides a unique opportunity for your organization to engage with donors, partners, and volunteers – and hopefully raise some money! To get the most out

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4 Free Ways to Increase Your Nonprofit’s Fundraising

Nonprofit leaders know that fundraising is critical to success. There are some easy and free electronic giving options that you can start using now! Regardless of how small or large your organization is, you can benefit from your supporters’ regular shopping habits. These donations can become a consistent part of your comprehensive fund development plan. We have identified 4 such platforms making these donations possible—either through retail companies or third party businesses. The basic formula for all of them is the same. You register your nonprofit with the platform for free. You let your supporters know that they can register themselves with the platform for free. Your supporters choose your nonprofit as the donation recipient. They make purchases, and you

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