Welcome and Course Overview

Throughout this course, you will kickstart your year-end appeal planning, so that you can fearlessly ask for what your organization needs to succeed. Over the next 30 days, we will cover effective goal setting, identifying the resources you have and the resources you'll need, and creating a solid action plan for moving forward. By the end of this course, you will have the tools and mindset needed to kickstart your year-end appeal with confidence and success.

Some of the key topics we will cover include reviewing what's worked (or not) in the past, creating a realistic budget and timeline, and setting clear goals for your year-end appeal. We will also explore a wide range of resources to make your planning and execution run more smoothly, as well as how to create an appeal plan that is easy to approve, easy to implement, and easy to track. By the end of this course, you will have a great foundation for launching your most successful year-end appeal yet.

Key Lesson Concepts:

  • Set clear goals for your year-end appeal
  • Identify the gap between the resources you have and the resources you need
  • Define measurable success factors and a report-out schedule
  • Create an appeal plan outline you can use again and again

Complete and Continue