#19 Quick Fundraising Assessment: The 4 Insights
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- The Four Insights Assessment is a quick, efficient way to evaluate your fundraising operation
- The four questions to ask:
- 1. What Works? - Identify successful strategies, effective tools, and good team dynamics
- 2. What's Broken? - List everything that's not working in your fundraising
- 3. What's Confused? - Identify areas causing confusion, such as muddled strategies or unclear communication
- 4. What's Missing? - Consider gaps in your strategy, skills that need development, or tools that could make a difference
- Apply the 80/20 principle (Pareto Principle) to identify the 20% of factors that, if improved, could resolve 80% of your issues
- Based on your insights, jot down three actionable steps to improve your fundraising
- This exercise takes 5-10 minutes individually or 20 minutes in a group setting
- Assess what works, what's broken, what's confused, and what's missing to pinpoint areas for improvement and take decisive action
For more tips on effective fundraising strategies, check out the accompanying one-page PDF.
Winning Edge gives you the tools you need to lead and influence in the political and policy arenas. Every other week, Winning Edge releases short (approximately 5-minute) spots—or “snacks”—focused on one of four areas: fundraising, media, policy, or persuasion.
For more, visit our website: www.thecommonwealthpartners.com
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