A strategic and tactical plan that addresses all components of campaign planning and management, including core strategies to realize goals and a table of gifts needed to meet those goals; cash flow projections and operating budgets; timeline for all phases of the campaign; roles and responsiblities for leadership and volunteers; naming, crediting, and acceptance policies; and prospect management strategies. Serves to guide a wide range of campaign activities and can help avoid delays at key junctures in the campaign or at critical points of a gift negotiation. Can also be designed as mid-campaign operating plans, or overall fundraising plans for smaller institutions.
With its largest campaign initiative in the school's history on the horizon, William Penn Charter School sought counsel to assess its readiness. Now several years into its campaign, it has received its highest dollar amount in campaign funds to date.