Page 6 - iCG | Nonprofit Guide

MONTH 8: SOFTWARE SETUP, ACCOUNTING, & LEGAL SUPPORT
Select and Setup Donor/Grant Management Software (i.e. Salesforce, Blackbaud, Airtable, etc.)
Identify & Select Registration Software for Clients (i.e. Jotform, Formsite, etc.)
Identify Accountant or Firm
Bookkeeping Assistance (client discount) Identify Attorney or Law Firm
Legal Assistance (client discount)
MONTH 9: OPTIMIZING RELATIONSHIPS
Tools to Build and Maintain Relationships with Donors
Tools to Build and Maintain Relationships with Volunteers Connecting & Follow-up Techniques for Event/Program Attendees Assistance Creating Connections with Community Stakeholders
MONTH 10: STORYTELLING & SUCCESS STORIES
Implement Program Evaluation to Create Statistical Data
Evaluate Fundraising Performance for Data Sharing
Create Surveys for Clients, Donors, Volunteers, etc.
Assistance with Videograhy and Photography for 30-second Commercial Create Other Public Services Announcements
MONTH 11: BUILDING RELATIONSHIPS WITH POLITICIANS
Training & Assistance Building Connections
Governor’s Office
State Leaders (Representatives and Senators)
Local Leaders (City and County Commissioners/Councilmen) Training on How to Make The Ask
Training and Assistance on Lobbying/Selecting a Lobbyist
MONTH 12: ANNUAL STRATEGIC PLANNING RETREAT
Evaluate Progress of Organization with Executive Director
Host and Facilitate a Strategic Planning Retreat for ED & Board Review & Revise Current Strategic
Create Plan for The Year Ahead
Create One-year Anniversary Plans - Fundraising Opportunities Create and Share a SWOT Analysis
Lead Team-Building Exercises
Address and Assist with Annual Compliance Requirements Follow-up on Lingering Items