You as a donor

This is an extract / exercise from the presentation so that you can download and use it if you are needing to convince people the flaws in using COF or ROI as key measures.

You As A Donor

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Planning Your Strategy

This is an extract from the main presenation and should be useful for an hour planning / information gathering exercise internally, in conjunction with SWOTs and budgeting etc.

Planning Your Strategy

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Water

Presentation Water Group (14 10 2008)

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Wind

Wind

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Fire

Implementing Donor Team Fire

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Earth

The Lost Dogs Home Strategic Plan

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Thank you

Hi all

Thank you very much for all your hard work and I really hope that you are able to use what you learned to help plan, especially with what everyone is talking about regarding the recession.

Make sure you get the data first, and plan quickly.

The presentations are all being converted through Slideshare but will be up as soon as I can get them up.

I have put up your four, plus the whole of the actual presentation plus two mini presentations (You as a donor and Planning Your Strategy) so that you can download and use them internally.

Consultant people, please feel free to use with your clients but please credit us accordingly! Thanks all!

Sean

The Groups in Action

Well, Earth disappeared to re-convene later, but here we have the others cracking on...

First group up...Fire

and here we have Water...

And Wind... And the leader hard at work...

Thanks guys!

Hi, I'm Søren Buhl

I work at Dan Church Aid as a fundraiser.

My primary areas of work:

- Business Development
- Invention and innovation strategy
- Fundraising and communication as the driving force of CRM
- Implemeting new technologies in fundraising

I've been working with communication the last 7 years - the last 4 with fundraising as the focal point.

In the spirit of the experiment this master class is, I will expect nothing less than a life changing experience!

I'm usually more talkative - as you'll see.

Best regards
Søren

intro

Hello,

My name is Jan Kamphuis, marketing analist for Unicef in the Netherlands.
I've been working for this organisation for the last 8 years (market research, data analysis, profiling etc.).

I hope this session will expand my knowledge concerning the strategic aspects of segmenting and marketing. Most of all, I am looking forward to learning from the other masterclass participants.

P.S.:
During this session, I replace my collegae Jan Willem Hoogeweegen.

Sonja Jöchtl

Hello!
I work as a fundraiser for Caritas Austria - I do online fundraising and organize major fundraising projects such as marathons or mobile phone collections (conception, coordinating with media, finding companies supporting us and prepare material for regional caritas fundraisers who actually have direct contact with the donors). I am also projectleader for youngCaritas which is the youthplattform of the Caritas.
I am always watching out for new fundraising ideas that could be useful for our fundraisers -
at the moment we have 250.000 active donors, and I am convinced, that our local fundraisers could have much better results if they´d have a better look at their database.

I hope that I´ll get some hints from you to pass on to them. :-)

looking forward meeting you all in amsterdam,
sonja

Allan Würtz Laursen

Hi y'all. My name's Allan Würtz Laursen. I'm working for Amnesty International, Denmark as Direct Marketing Coordinator, working with individual giving. More specifically, I'm in charge of our online marketing activities, our direct mail programme, segmentation (for telemarketing and direct mails activities - RFM-modelling, for instance), donor loyalty, and budgetting and planning of member recruitment and development activities. I've been in this current role for nearly two years.

At Amnesty Denmark, we've just implemented a brand new CRM system. Currently, I'm in the process of learning how to take advantage of the system in order to optimise our individual giving programme. That's why I find this year's Masterclass exciting and relevant. Through the class, I expect to learn more about how to use the valuable information that is hidden in our database about our supporters and to turn the information into a strategic fundraising plan.

Looking forward to meeting you all.

Elisa Mariotti - Chiara Borghisani - Beatrice Allevi

Ciao,
We are three Italian beginners in fundraising and we are attending the IFC to learn as much as possible.

We work for a foundation “Istituto Ospedaliero di Sospiro” which assists disabled people (about 400) and elderly people (about 240).

Its mission is to look after the physical, psychological and social wellbeing of people.

The foundation doesn’t have a particular fundraising strategy. Many ideas have been carried on but now there is the need to organize and develop them.

We are supporting the fundraising manager in implementing a fundraising plan which will form the guidelines for the near future.

Our goals are to get more information about the fundraising world and “walk away with new ideas that will take our fundraising to a whole new level”!!!

Elisa Mariotti - Chiara Borghisani - Beatrice Allevi

Gala night - 16 October 2008

Hi all

Jan and I are going for the more sedate, networking option on 16 October (me because I am getting old...)

Anyway, we wondered if any you want to jooin us and /or bring a colleague (they don't have to be coming t the masterclass) and join us on a couple of tables.

I will ask IFC if they can reserve a couple for us, but in the meantime please email
galadinner@resource-alliance.org with your full name and organisation if you wish to attend the networking dinner, and ask to be on the same table as Jan or Sean.

Thank you Stine, Kirsten, Guillermo, Charles and Sarah for blogging your details. It would be great if the rest of you do too!

Sean

Stine Schmiot Raaholt

Hello! I'm a virgin-blogger but hope to learn more real soon.

My name is Stine and I am from the Danish Cancer Society where I work as a project manager and Direct Marketing Specialist within the fundraising department.

My main focus is acquisition, retention and upgrading of private donors. This means planning the strategy and executing DM and TM campaigns as well as maintaining (and improving upon) planned activities.

I started in the Cancer Society 2½ years ago and before that I have work at different DM- and internet advertising agencies for over 6 years. I am looking for new ideas or approaches within my focus areas and I'm looking forward to meet all of you and learn from your experiences.

Stine

Kirsten Poulsen

Hi there! This is my very first blog but probably not the last. Blogging is very in, I hear... My name is Kirsten and I am from the Danish Red Cross where I work as a project manager within the fundraising section. My main focus is acquisition, retention and upgrading of private donors through any and all donation forms. This means planning the strategy, working out the budgets and executing DM and TM campaigns as well as maintaining (and improving upon) planned giving programmes. I have held my current position for 2 years and have a total of 8 years behind me as a fundraiser in relief and health organisations. After a recent change of management I have become the most experienced fundraiser in my area. Consequently, I am looking for new ideas or approaches to ensure continued growth. Looking forward to learning with and from all of you!

Sarah Williams

Hello. I'm Sarah Williams and I am the Head of Supporter Relationship Marketing at Diabetes UK. I have been in this current role for 6 months and was previously the Individual Giving Manager for here 3 years. I have worked in fundraising for 8 years and prior to Diabetes UK I worked at Parkinson's Disease Society and the British Red Cross.

I am really excited about attending this workshop because Diabetes UK are currently in the process of building a new 'datamart' system - to enable us to harness the powerful information we know our database holds - but hereto we have had difficulties accessing - especially concerning LTV. The organisation has challenging growth plans over the coming years and it is key that this asset is fully exploited. I want learn what questions I should be asking - and how I turn the answers into useful, practical strategic plans.

Charles Mollenhauer

Hi. My name is Charles Mollenhauer. I have been working in fundraising for 19 years: 10 years in the USA, 9 years in Germany. During that time I have been director of direct mail, major gifts, database management, and director of development for Germany. I have skills in planning and executing marketing plans, standard marketing reports and corporate reports and ad hoc reporting both in RE7, Crystal Reports, SQL, and Access. My current job (starting 1. January 2009) will be International Fundraising IT Systems Manager. My goals from this master class is to learn more about what others are doing when it comes to implementing long and short term goals and reporting on those goals.

Charles Mollenhauer
Executive Director of Development
International Fundraising IT Systems Manager
Legionäre Christi eV
Justinianstr 16
50679 Köln-Deutz
Office: +49 221 880439 20
Fax: +49 221 880439 99
Cell Phone: +49 176 100 28608

Guillermo de los Santos

I'm Guillermo de los Santos, currently working as a Fundraising Coordinator at MSF South Africa. We are currently testing the potential of raising funds from private individuals in South Africa. I'm currently developing the fundraising strategy and implementation plan for 2009. We just launch our first DM test to South African magazine subscribers. We have an excellent response from the South African audience during the xenophobia crisis
I was appointed in May 2008 so I have been for 5 months in the job. Previously, I worked for Peace Parks Foundation (affiliate to WWF-SA), UNICEF, UNHCR, Caritas. I have been working in fundraising since 2000.
As MSF is a new organization in SA, and we are in the process of developing the brand, I would like to get as much possible insights to analyze and interpret the data correctly for future fundraising actions. I would like to increase the revenue more than 100%

Please register as an author

If you are a delegate to the masterclass, then please register as an author. Follow the link in the email, which may be in your junk email box, and you can then post.

See you on the 14th!

Please don't forget to bring...

A copy of your organisations current strategic plan (or information regarding it)
A laptop if possible. Please don’t panic if you are unable to bring one along
Your brain, a ton of energy, an open mind and willingness to help the others

About you

Please post a short blog, introducing yourself and answering these questions:
1) Your job – what you do, not just your job title
2) How long have you been in the job
3) What you want to get out of the Masterclass
To learn how to post a blog, click here.

A few teaser slides - The Lost Dogs' Home snapshot 2003

Here are a few of the charts from the presenation, giving you a snapshot of The Lost Dogs' Home database back in 2003. Click on the little icon that looks like a projector screen to get the slides full screen.

Some Teaser Charts For Ifc Mc Attendees

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An introduction to Graeme Smith

This video is a cute introduction to Graeme Smith, Managing Director of The Lost Dogs' Home and the lovely bloke giving us permission to use his charity as a case study for training!

What to expect

The Masterclass is a bit of an experiment, with Sean Triner and Jan Chisholm commissioned by The Resource Alliance to try this new approach. It is well planned, but has never been done before, so expect the unexpected! The plan, however, is simple.

The Lost Dogs’ Home are giving access to their entire data analysis information as a training tool.
Following a bit of an overview about data, gathering it, using it and what to look for we get practical pretty quickly.

What we are going to do is pretend we have been commissioned by The Lost Dogs’ Home to advise them on a fundraising plan.

We are going to go back in time, to 2003. You will see some short interviews of the Managing Director of The Lost Dogs’ Home and be given key information about the Australian fundraising sector in 2003.

You will also be shown data analysis from The Lost Dogs’ Home, looking at their data up to 31 December 2002.

Each group will be given a different task to grow either income or number of supporters by certain amounts, and with different 'constraints' imposed by the Managing Director of The Lost Dogs' Home. These tasks are:

Earth: Your plan must increase income by 500% by 2008, without our cost of fundraising ever going above 40%.
Wind: Your plan must increase income by 500% by 2008, with no restrictions on cost of fundraising, though the net income we have available for services must increase every year.
Fire: Your plan must increase income by 100% by 2008, without our cost of fundraising ever going above 40%.
Water: Your plan must increase the numbers of donors we have to 50,000 by 2008, without our cost of fundraising ever going above 40%.

Groups will be able to ask further questions from Jan and Sean who will be playing the part of the Managing Director and fundraising staff at The Lost Dogs’ Home.

Groups will then go away and devise a plan.

Groups will then come back and share the plans, we will discuss merits, techniques and want further information would be needed to actually make the plans work.

The Masterclass will conclude with another short video and a data snapshot for the The Lost Dogs’ Home in 2008, explaining what plan they followed and what happened for them.

By the end of it, we hope to increase all attendees understanding and ability of how to interpret data, prioritise and ask the right questions for preparing any plan.

We think it is going to be brilliant, lots of people – especially those wonderful people working at The Lost Dogs’ Home – have put tons of work into it, but ultimately it will only work if you go for it too. We’ll need you to work hard together to get the most out of it.

Thanks – and I hope you enjoy it.

How to post

New to blogs?

Anyone can read or comment on this blog, but if you are an attendee you can also 'post' a new blog as an 'author'. You will receive an email inviting you to become an author. It may be in your junk / spam folder, so check there. It should be from 'Sean is always learning'.

Follow the link from that email and register, using the email that it was sent to. Please use your real name to identify yourself.

When you visit the blog, you should log in, using your registration details. Then you will see an option 'New Post'. Click it and type away. You can add photos and stuff, but mainly just type away. Don't forget to add a title, and also in the bottom you will see 'Labels for this post'. Type in some keywords to help identify the subject of the blog.

So, for example, if you are doing your first blog about who you are, type your name, a comma, then and 'Who I am' in the labels section.

What group are you in?

We will be asking people to join carefully planned groups (!) - here they are:
The groups are:

Earth
Allan Würtz, Laursen, Direct Marketing Coordinator, Amnesty International - Denmark
Beatrice Allevi, Administration Assistant, Fondazione Istituto Ospedaliero di Sospiro - Italy
Bert Merkestein, Data Consultant, Delphi Fundraising - Netherlands
Janet Oldfield, Director, Intl Save The Children Alliance - UK
Tone Faugli, Product Manager - Fundraising, Red Cross - Norway
Mr Søren Buhl, Fundraiser, DanChurchAid - Denmark

Wind
Charles Mollenhauer, Director, Legionäre Christi e.V - Germany
Chiara Borghisani, Administration Manager, Fondazione Istituto Ospedaliero di Sospiro - Italy
Sandra Millar, Fundraiser, Sandra Millar's Corporate Sevrices - South Africa
Sarah Williams, Head of Supporter Relationship Marketing, Diabetes - UK
Adele Marzetta, Fundraising Assistant, UNHCR - Italy
Michael Dixon, Direct Marketing Officer, World Society for the protection of Animals - UK

Fire
Paul F Walder, Strategic Planner, Spinas - Gemperle Gmbh - Switzerland
Renuka Bhogal, , Greenpeace - UK
Sonja Jöchtl, Fundraiser, Caritas - Austria
Stine Schmiot Raaholt, Project Manager, Danish Cancer Society - Denmark
Deana Shaw, Director - Direct Marketing, UNICEF - Canada
Tim Hunter, Deputy Director of Fundraising, NSPCC - UK

Water
Elisa Mariottii, Administration Assistant, Fondazione Istituto Ospedaliero di Sospiro - Italy
Henk De Graaf, Managing Director, Alpha Fundraising Consultancy - Netherlands
Kirsten Poulsen, Fundraiser, Red Cross - Denmark
Guillermo de los Santos, Fundraising Coordinator, Medecins Sans Frontieres - South Africa
Jan-Willem Hoogeweegen, Head of Department Marketing & Communication, UNICEF - Netherlands
Rob Patmore, DRTV Consultant, Crossbow DRTV, Netherlands

Timings and Venue

Our first session will start promptly at 14.00 on Tuesday 14th October. Please get there for 13:45 and we can get to know each other a bit, and get into groups.

While the session is due to finish at 17.30 we have asked that the room be available after this time so that you can continue your group work, and perhaps return after dinner.

Please note that that night will be hard work, with groups expected to help each other out probably until at least 21:00. The more you put into this, the more you will get out of it.

Second session will commence promptly at 09:00 though some groups may elect to have breakfast together.

Venue - the masterclass will be in Boston 17.