Strategic Plan Step 2: Assess

At Transform Consulting Group (TCG), data informs everything we do when working with clients. It should be no surprise that our #datanerds will spend a majority of our engagement assessing your data to inform the overall direction of your plan. It’s a critical step in the process! We shared a quick overview of our 4…

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4 Steps of Strategic Planning

We have the privilege of working with several organizations every year to help 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 by following four key steps.   1. Collaborate Good strategic plans are not…

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When and How to Create a Strategic Plan

We often talk with clients who identify barriers to their success, but they don’t realize that they may need to create a strategic plan in order to accomplish their goals. In other cases, our clients do recognize their need for a new strategic plan, but they lack the expertise and capacity to develop it on…

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2021 Giving Trends: What Does the Data Mean for Your Organization?

The data is out! We now have access to giving trends from 2021 and are looking at the implications these numbers will have on your organization’s strategies moving forward.  Giving USA 2022: The Annual Report on Philanthropy for the Year 2021 shows national giving last year remained strong following a record 2020, with individuals, bequests,…

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How to Develop Data and Evaluation Competencies in Your Staff

More and more organizations are working towards building a data-informed culture. We talked about what it means to be a Data-Informed Organization in this blog. As we have been working with organizations to build and strengthen their culture to be data-informed, an essential component of this work is building the capacity of their team. All…

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8 Signs You Need to Hire a Consultant

We are heading into the second quarter of 2022, and are you wondering if you need to hire a consultant? Before joining the Transform Consulting Group (TCG) team, I worked 13 years in the nonprofit sector as a practitioner and leader who hired and managed consultants. Now, as the consultant, I’m on the other side…

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Are You Engaging Women Donors?

Does your organization’s fundraising strategy include women? If not, it should. A growing body of research and data highlights the positive impact women make on charitable donations and the behaviors that are unique to this group of donors. While working through your organization’s fund development plans and implementation strategy consider how you can activate women…

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10 Tips for Your Year-End Giving Campaign

Another year is quickly coming to an end! Before you know it, we’ll be saying “Happy New Year” and plans for 2022 will be underway. We’re heading into the season of giving. It is that time of year where donor dollars increase significantly. Year-end giving trends suggest that nearly one-third of annual giving happens in…

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