Detailed Checklist: A Second Scenario in Planning for Advancement Efforts Overseas

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by Gretchen Dobson (Gretchen Dobson, LLC)

In the companion piece to this checklist, I suggested that it's critical to plan for international advancement efforts nine months out, for three reasons. This allows you time to plan and manage your resources systematically, plan ahead and confirm your spot on your volunteers' and donors' calendars, and identify cost-effective travel options.

TWO DETAILED SCENARIOS

I want to offer two scenarios for planning an advancement effort overseas on such a nine-month timeline. I offer one scenario below, and one here. These two scenarios are precursor events or meetings that will support the overall goals of a new comprehensive campaign. I offer these scenarios in a "timeline" format to guide the staff when working with volunteers and campus VIPs. I have also included tips and checklists for each month of the planning process.

If you find these scenarios useful, please share them with your colleagues!


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