Due Diligence
Next Steps – May 1, 2012
After getting comfortable with the basics in Due Diligence: The Basics, you’ll soon find that the process is now so easy, you’re ready to hone your Due Diligence skills and “go for the gold.” Due Diligence: Next Steps takes this important step in the fundraising process even further- increasing your funding opportunity, sharing insight on how to open more doors to funding sources, and expanding your knowledge base and comfort with the due diligence process.
Next Step Webinar Modules
- 7. Governance
This is an often overlooked area in LOI’s and Proposals. Learn the 7 key attributes of successful governance—from daily operations to board of directors. Learn how to present what foundations are looking for to fund you.
- 8. Risk management
Foundations are in the business of giving—but also managing risk. They have specific things that they look for in reviewing your Proposals. The lower the risk and the greater the impact, the greater likelihood for funding. Learn how to assess risk in your organization, or programs, how to manage risk, and present a low risk opportunity for foundations.
- 9. Human resources
How do you handle your human resources? What policies do you have in place. We’ll outline the key personnel policies that your organization needs to present a successful story. The quality of your personnel policies help determine employee turnover. We’ll help you leverage solid statistics of turnover.
- 10. Outcome measures
Foundations are increasingly paying attention to outcomes as a significant factor of funding. We’ll train you on how to think about outcomes; at what point to introduce them; what management structure to put into place to have winning outcomes; how to present them in Proposals; and how to use them to guide your practice. We’ll also teach you how to leverage resources in your community to do a great job with outcomes.
- 11. Intangibles
We detail all that goes into what you might take for granted: how to write solid, hard hitting LOI’s; how to present a compelling story; how to address the item that foundations look for and yet don’t disclose.
- 12. References
FouReferences can add credibility to your cause and organization. We’ll point out the do’s and don’ts of references including: types of references, who to approach, and how to use them effectively.
