The Development Office Self-Audit

Your team works hard. The calendar is full, the gala went off without a hitch, and the database grows every year. But revenue is flat, donor time keeps disappearing, and nobody can say for sure which part of the operation is holding things back.

This free toolkit is the self-serve version of how we look at a development office. Score thirty plain statements across five areas, and the scoring key tells you where to start, along with the tool in the kit that helps most. When you download it, we’ll email you the toolkit right away, then three short follow-up notes from Mary-Ellen over the next two weeks on putting it to use. Our monthly blog digest is separate, and you’ll get it only if you check the box.

What’s inside

• A self-audit scorecard covering systems and data, staffing and capacity, donor retention and stewardship, board involvement, and planning, with a scoring key that says what to fix first
• A weekly rhythm worksheet for small shops, built to put donor time on the calendar before anything else
• A grant go or no-go scorecard to fill out before anyone writes a word
• A one-page gift coding data dictionary, with code lists and a plan for switching over

Get the toolkit

Need this toolkit in another format, such as plain text or a Word file? Email info@transcendadvancement.com and we’ll send it.