Pre-campaign Planning & Case Statement Development

Pre-Campaign Planning & Case Statement Development

The Roadmap for Success

Preparing adequately for a campaign effort is critical to its success—and JGA can help your board and staff with key steps to determine: the overall goal and specific funding priorities; responsibilities of all involved; and, a basic plan to execute a successful campaign.

During Pre-Campaign Planning, JGA will work closely with your organization to address questions like:

  • How can you enlist volunteer help for campaign planning?
  • How will you determine campaign priorities, funding goals, and timeline?
  • What is the best way to tell prospective donors about your vision and the campaign?
  • How can you qualify additional prospects?
  • What are your next steps in campaign planning?

To assist in these critical early campaign planning steps, JGA will provide pre-campaign planning services to organizational leadership and the development team. These important steps need to occur prior to a feasibility study and will pave the way for a smooth campaign.

Our team can also partner with you to develop a preliminary case statement, a written document that articulates what you do, your impact, and your exciting plans for the future. This brief, easy-to-read document is aimed at the heart and head of the potential donor and clearly communicates why they should support your organization. To gain context, JGA will review key resource documents and talk with a few leaders, staff, and stakeholders. Facts and figures balanced with tangible impact points will present your organization as a sound investment that will make a difference. Finally, a preliminary case statement serves as an important base document that can be further improved and adapted for other communication needs as campaign planning moves forward.

JGA Tip Sheet “Campaign Prep – Set the Stage for Successtips on what you can do now to begin preparing for a campaign

JGA Tip Sheet “Getting the Board on Board- Campaign Preptips to help prepare your board for a campaign