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Comprehensive planning is an essential element of a major capital campaign. Evaluating the readiness of your organization's development operation and the viable scope of a proposed campaign sets the stage for success.
Comprehensive Readiness Assessment
Internal Assessment
The internal assessment consists of a thorough review of the current state of the development program, including analysis of your organization's overall infrastructure as it relates to development and a potential campaign. The goal is to assess the organization's readiness for intensified fundraising.

Three distinct phases comprise this assessment:
  • A thorough review of all systems, plans, materials, and collateral support pieces.
  • A series of confidential interviews with key staff and volunteers.
  • An in-depth review and analysis that yields a detailed report, including recommendations to improve the development operation.
Planning Study
The goal of a Planning Study is to review the key components necessary to design and conduct a successful campaign. The primary points of assessment include the availability of volunteer resources to spearhead and sustain the effort, the optimal timing of the proposed campaign, and the most persuasive Case for Support to appropriately communicate the effort.

Aside from the data gathered, the study begins the cultivation process for a campaign. Through the process, major prospects and leaders are made aware of campaign plans in advance of the campaign and issues can be discussed in a candid, confidential manner. Beyond the value of their guidance, seeking the advice of community leaders often leads to a broader ownership of the project once the campaign begins.

Together, the Internal Assessment and Planning Study assess both internal and external factors contributing to a campaign's success. A comprehensive written report with full statistical analysis and narrative rationale will be developed, and a presentation made in person by a Senior Ketchum officer.
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