Team Based Fundraising Step by Step or Teamwork from Start to Finish

Team-Based Fundraising Step-by-Step: A Practical Guide to Improving Results Through Teamwork

Author: Mim Carlson

"Although nonprofits have adopted a team approach in program delivery and even management, many nonprofits have not used this same successful approach in fundraising. This friendly guide argues for creating a fundraising team that involves board members, executive staff, line staff, and volunteers and gives examples of how such teams can operate effectively. Along the way, the author makes fundraising seem less mysterious and intimidating, and lead the reader to feel confident and enthusiastic about creating a successful fundraising team--no small achievement."--Jan Masaoka, executive director, CompassPoint Services

Many nonprofits rely on a lone staff member or volunteer to raise the money they need to sustain or grow their programs. In this insightful resource, leading fundraiser Mim Carlson presents a practical approach to involving the entire organization in fundraising. In doing so, she helps board members, executive directors, and development directors turn their staff and volunteers into a cohesive team with clearly defined goals, specific roles, joint accountability, diverse talents and skills, and strong leadership.

In Team-Based Fundraising Step by Step, Carlson draws on popular team-building theory and successful techniques--as well as on her years of fundraising experience--to offer a fresh framework for helping teams become more unified in their fund development activities. She argues that individuals who act alone cannot make the most of fundraising strategies and instead advises readers to include the board of directors, the executive director, staff, and other volunteers in strategic planning and development.

This practical, step-by-step guideshows readers how to develop and implement a whole-organization approach. Providing both a rationale for this novel approach and illustrations of how it has produced successful results, Carlson offers important tools for effective collaboration:
• Detailed implementation strategies
• Sample forms
• Checklists
• Worksheets
• Summaries of roles and responsibilities

At last, nonprofit managers, board members, development professionals, and fundraisers at all levels of experience have a dynamic guide to making the most of fundraising opportunities through effective collaboration.

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Teamwork from Start to Finish: 10 Steps to Results

Author: Fran Rees

Show your team how to chart its own course, evaluate its progress, and self-correct.
Many books talk about teamwork, but few address the actual process of creating and managing effective teams. You'll learn to approach teamwork as a journey with a beginning, middle, and satisfying And. Find out how to construct a blueprint to carry your team along.
Discover the two factors essential for well functioning teams: getting work done and building and maintaining the spirit and momentum of the team.
Frequently teams are built and challenged to work as a unit, but the team members aren't clear about what steps to take and when to take them. Keep your team from becoming confused, frustrated and ultimately giving up. Develop step-by-step proceedures to get work done!
You'll learn these ten steps:

• Focusing the team
• Assigning roles
• Establishing guidelines
• Planning the work
• Doing the work
• Reviewing team performance
• Completing the work
• Publishing the results
• Rewarding the team
• Moving on

Create teams that work together to increase productivity, improve quality, and achieve high levels of customer satisfaction.

Table of Contents:

Overview of the Ten Steps.
Phase I: Getting Organized.
Step One: Focus the Team.
Step Two: Assign Roles.
Step Three: Establish Guidelines.
Phase II: Producing.
Step Four: Plan the Work.
Step Five: Do the Work.
Step Six: Review Team Performance.
Step Seven: Complete the Work.
Phase III: Wrapping Up.
Step Eight: Publish the Results.
Step Nine: Reward the Team.
Step Ten: Move On.
Practical Lessons in Teamwork.
Making Team Decisions.
Holding Productive Team Meetings.
Capitalizing on Team Diversity.
Understanding Group Dynamics.
Celebrating Team Milestones.
Fostering Team Creativity.
Bibliography.
Appendix.