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

Photo of the Great Wall of China
Member Exclusive

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.


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!

We hope you’re enjoying this read. The full text of this article or report is complimentary for Academic Impressions members. to read it!

If you're signed up to receive our Daily Pulse, but your institution does not have an active membership, you won't have access to this article.


An Academic Impressions membership provides multiple users on your campus with unlimited access to exclusive reports, research briefs, hundreds of free webcasts and online trainings, and discounts on conferences. Learn more about membership and get unlimited training and reading for you and your team today.