Development Audit and Plan of Action

Are you seeking a predictable path for consistent revenue growth?

Here’s a simple, cost-effective plan to help ensure your development will meet your fundraising goals.


  • Create the fastest and best path for consistently increasing donations.
  • Innovate around central practices, programs, and products for the greatest revenue increase, relative to mission and plan.
  • Preserve the core and simultaneously adapt to a changing world.

Discovery Phase

  • Review management expectations
  • Review current and prior-year development (and marketing) plans
  • Perform donor analysis – New, retention, lift, and attrition
  • 3 – 5 year lookback and trend analysis
  • Review budget and staffing – How much do you need to raise? How much will it cost?
  • Complete the OpX360 Fundraising, Marketing & Communications assessment with the individuals responsible for those areas

Timeline: One Month

Deliverables: Development Audit and Recommendations

Strategy Phase

  • Define success and S.M.A.R.T. objectives with executives
  • Engage Development Team to review findings and objectives and create strategies to achieve objectives
  • Prepare timeline
  • Adjust budget and staffing as necessary

Timeline: One Month

Deliverables: Development Plan of Action

Investment will vary based on the size and scope of your nonprofit. Please contact us for a confidential no-obligation proposal.