The beginning of a new year is an important time to reflect and set intentions. As you evaluate your progress and envision what’s possible, consider one of these four targeted services to help your organization start the new year (or your next fiscal year!) on the right track.
Did you know that 31% of nonprofit revenue is raised in December? Often, after that vital work is completed, we breathe a sigh of relief and move on, missing an important opportunity to assess our progress. We are offering an analysis of your year-end appeal and key metrics, including cost-to-raise-a-dollar, retention, upgrades, acquisition, and more, compared against our own benchmarks to help your team assess its performance and use it as a baseline for future analyses.
As your team sets its goals for the next twelve months, keep in mind that poor database practices are a significant source of burnout, and strong database practices propel strategic decisions. We are offering three one-hour sessions with a database expert to set intentions around using the database in 2025 – tee up solutions to fix longstanding issues, explore new functionality, and learn about leading practices in reporting and relationship management. We bring expertise across all major CRM platforms.
No matter when your fiscal year starts and ends—winter or summer—it’s never too late or too early to begin annual planning! We are offering a streamlined four-week planning process that culminates in a two-day retreat. Our process adapts to your needs and uses balanced scorecards to create a customized one-year roadmap for your organization. Once your plan is in place, we’ll support you with quarterly check-ins to review progress, reassess priorities, and address challenges.
What’s a strategy or an annual plan without an energized team to bring it to life? We are offering a “pulse check” survey that allows staff the opportunity to share their input on what is going well, what is not, and what you can do to strengthen staff satisfaction and retention as we get 2025 underway.
Wherever you are in your data journey, our Strategic Information ServicesOpens a new window team is here to help. Whether you’re building your systems from scratch or perfecting the details, we’re ready to roll up our sleeves and partner with you.
We’re ready to invest in your success. Are you?
