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:

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

Why Use Meitler
Consultants?

bullet To clearly articulate your vision for ministry and address the issues before
a major funding campaign.
 
bullet To avoid the mistakes made by others. Rely on 40 years of experience.  Meitler Consultants has had a significant role in
over 90 studies or planning programs that
led to a capital campaign.
 
bullet To develop realistic goals and action plans to move your ministry forward.
 
bullet To facilitate clarification of long-range facility needs and options.
 
bullet To create appropriate financial projections and a sound funding plan to clarify how capital will be used.
 
bullet To demonstrate to donors wise stewardship of resources.
 
bullet To articulate your vision and plan through a case statement to guide your
campaign.
 
bullet To build ownership and consensus throughout
the planning process.