SMART WAY™ PIPELINE MANAGEMENT

If You're Going to Lose Anyway - Lose Early!

Borrow a great discipline from our for-profit cousins - Pipeline Management. This simple, straightforward reporting method keeps track of all major giving opportunities, across all funding streams, development officers, and campaigns, creating high levels of clarity and accountability for all members of the fundraising effort, even including volunteers. Compare plan-to-actual across your entire portfolio of active opportunities; see where progress encounters bottlenecks and obstacles; know what to fix and what to leave alone. This report encourages the development shop to overcome 'ask reluctance,' engage funders more often and more deeply, and is the SMART Way's secret weapon for predictable, consistent income growth.