Development and Sustainability Planning

Looking for sustainability?

You’ve arrived.

The Development and Sustainability Planning process is our signature product.

Development and Sustainability PlanningDesigned to thoroughly assess your organization’s fundraising potential and create a long-term plan for sustainability.

Our Development Planning Process is not one-size-fits all: it takes into account the unique culture and style of each organization, in order to make improvements that work for you.

This multi-part process brings together board, staff, and key stakeholders to identify the opportunities, challenges, issues, and needs facing your organization. The Development Planning Process has three deliverables:

  1. Organizational Assessment of strengths and weaknesses, including: financial situation, case for support, impact and outcome measurements, cultivation and fundraising activities, and organizational leadership.
  2. Environmental Analysis identifies opportunities and threats facing your organization; link findings to best practices and business and philanthropic trends.
  3. A three- to five-year Development Sustainability Plan engages board and staff to create long-term sustainability goals, work plans, and budgets.


Let’s get started on your path to sustainability!