Pre-campaign Planning

From Vision To Reality

Every capital campaign grows from a vision for the future.  Pre-campaign planning lays the necessary foundation upon which to build realistic goals to transform your vision into reality.

 

Why Conduct Pre-Campaign Planning?

Cultivate support for the vision -
reliable data, realistic goals and sound action plans provide high levels of trust in your vision for the future.

Reach your potential - Organizations that put together a compelling case raise more money.

Encourage stewardship - a professional plan articulates realistic and achievable goals, assures potential donors that their support is needed and will be invested wisely.

Build ownership - involving a board representation of your community before the campaign cultivates greater ownership and enhances a willingness to support your vision with time and dollars.

Avoid Disappointments - too often proposed plans are not realistic or the goals are not consistent with the desires of constituents.

"Development of the Central Catholic High School Strategic Plan was a great experience for us.  We are now positioned to begin planning for a capital campaign to implement an ambitious plan of enrollment growth and facility expansion."

Brother Thomas Long, FMS
President
Central Catholic High School
Archdiocese of Boston

The Building Blocks
of a Capital Campaign

Before embarking on a major funding campaign, there are essential steps to take to ensure appropriate scope and focus for the campaign. Steps in pre-campaign planning often include many of the following:

Compile and analyze data from market research, demographics, internal statistics, facility
evaluation.
 
Envision the future.
 
Consider options.
 
Set priorities.
 
Draw preliminary facility plans based on needs and vision.
 
Draw up a projection of costs to implement the vision.
 
Analyze sources of funds
and create a funding plan.
 
Determine if, and how debt should be used.
 
Craft a campaign strategy, establish a timeline, select professional counsel.
 
Write a case statement that is compelling, persuasive and credible.
Launch a successful campaign.

Why Use Meitler
Consultants?

To clearly articulate your vision for ministry and address the issues before
a major funding campaign.
 
To avoid the mistakes made by others. Rely on 36 years of experience.  Meitler Consultants has had a significant role in
over 79 studies or planning programs that
led to a capital campaign.
 
To develop realistic goals and action plans to move your ministry forward.
 
To facilitate clarification of long-range facility needs and options.
 
To create appropriate financial projections and a sound funding plan to clarify how capital will be used.
 
To demonstrate to donors wise stewardship of resources.
 
To articulate your vision and plan through a case statement to guide your
campaign.
 
To build ownership and consensus throughout
the planning process.