FOR
CHIEF EXECUTIVE OFFICERS

1. Applying your skills in a new way

• • • • Understanding your broader role – fundraising and beyond
      • Understanding the institution you serve (mission, strategic vision, culture)

2. Relationships matter!

• • • • Who are your constituents in this role?
        • • Top leadership
          • Others internal to the organization
          • Others external to the organization
      • How to build effective working relationships with your constituents and donors

3. Prioritizing your time and energy

• • • • Focus on what you can control
      • Focus on what matters most

4. From the tactical to the visionary

• • • • The first 30 days, 90 days, 6 months
        • • Checklists
          • Critical Meetings
          • Various constituent trainings (staff, boards, volunteers)
      • One year and beyond
        • • Fundraising Planning
            • • Short term
              • Long term
              • How to execute on the plan
          • Roadblocks and solutions
          • Other training
          • Evaluation and adjustment of plans