Nonprofit organization build

SafeSpace

A program plan, a three-year budget, and a fundraising system that refer to the same numbers.

The situation

A clinical team doing good work carried the fundraising on top of the caseload. The plan lived in a grant application. The budget lived in a spreadsheet nobody trusted.

What we found

Three different versions of the program existed in three documents. Every ask started from a blank page, and no one could say what a funder was paying to produce.

What we built

01The organization brain: programs, history, language, numbers, and decisions in one source of truth

02A program plan naming who is served, what is delivered, by whom, and what success means

03A three-year budget built directly from that plan

04A gift table and donor pipeline underneath the revenue number

05An impact framework with indicators and a reporting rhythm

06A weekly operating rhythm the team runs without us in the room

The artifacts

Program planStructure shown

Who we serve

What we deliver

Depth and dosage

Who delivers it

What success means

Three-year budgetStructure shown

LineY1Y2Y3

Program delivery

People

Tools and space

Cost of fundraising

Revenue needed

Gift tableStructure shown

LevelGiftsProspects

Lead gift

Major gifts

Mid level

Grants

Community and events

Donor pipelineStructure shown

Identified

Qualified

Cultivation

Ask scheduled

Committed

Stewardship

Impact frameworkStructure shown

01Program logicWhat changes, and how

02OutcomesThe change worth naming

03IndicatorsHow you know

04CollectionWho gathers it, and when

05Reporting rhythmWhat a funder reads, and how often

Weekly operating rhythmStructure shown

MonWeek set. Priorities named. Numbers pulled.

TuePipeline worked. Outreach sent. Meetings booked.

WedProgram delivery. Notes captured where they count.

ThuFinance check. Cash, invoices, and what is coming.

FriClose the loops. Log the week. Set up Monday.

How it runs now

The pipeline gets worked on a set day each week. Finance is reviewed on another. The board sees the same numbers the staff do.

The result

One source of truth, a live donor pipeline, and a three-year ask instead of an annual scramble.

Who led what

RemiProgram plan, budget, fundraising build

KendraImpact framework and evaluation

ShannonFinance visibility and compliance

Disclosure

An engagement with SafeSpace, shown with their permission.

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