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 help you develop a preliminary case statement, a written document that articulates the reasons your organization deserves the support of donors. This brief, easy-to-read document is aimed at the heart and head of the potential donor. Based on planning documents and interviews with key personnel, this document presents the facts and figures that show the organization to be a sound investment. Finally, a preliminary case statement serves as a draft that, through input and suggestions gleaned from interviews, can be further molded and improved.



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