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Live Webinar

90-minute live streaming program
  • August 11
  • 1:00 - 2:30 pm EST

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OnDemand Course

The Development Plan: Why You Need One and How to Create One That Works

August 11

Find out how to create and implement an effective development plan for your organization.

Is your organization stuck in the special event mode? Does your board refuse to accept their fundraising responsibility? Does the rest of your organization’s staff wonder what the development office actually does all day? Is your organization dependent on grants as its sole source of funding? Have you wondered why your development plans do not get implemented? If so, this topic is for you. Discuss the reasons a development plan can help assure success in your fundraising efforts; how to involve your organization’s leadership, both staff and volunteers, in the process; how to assure that the plan will be implemented; and how to evaluate success. This topic will teach you how to develop a plan that works.

Learning Objectives

  • You will be able to discuss how to develop a plan to involve board, staff, and volunteers in the planning process.
  • You will be able to describe how to outline the components of the development plan.
  • You will be able to review how to develop an evaluation system for the plan.
  • You will be able to identify the role of the board and development committee.

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Why Lorman?

Over 33 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Why a Development Plan?
  • What Happens When There Is No Plan?
  • How the Plan Fits in With the Organization's Strategic Plan
  • How Often Does the Plan Need to Be Updated?
Who Should Be Involved in the Planning Process?
  • The Role of Development Staff
  • Involving Non-Development Staff
  • The Role of the Board and the Development Committee
Implementing the Plan
  • Establishing and Monitoring Goals and Objectives
  • Assigning Responsibility, Timelines, and Budgets
  • Evaluating Progress
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Why Lorman?

Over 33 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Course

This course was last revised on May 10, 2016.

Call 1-866-352-9540 for further credit information.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

Live Webinar Registration

  • AIPB 1.5
     
  • This program is acceptable for 1.5 CPEC(s) towards the CB designation through the American Institute of Professional Bookkeepers (AIPB).
     
  • CPE 1.8 including Specialized Knowledge 1.8
     
  • Lorman Education Services is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: https://www.nasbaregistry.org/cpas/complaints. For more information regarding administrative policies such as complaint and refund, please contact our offices at 866-352-9539. CPE Credit: Maximum Credit Hours: 1.8 each session (based on a 50 minute credit hour). You must attend at least 50 minutes to obtain credit. Field of Study: Specialized Knowledge for 1.8 hours. Prerequisite: . Level of Knowledge: Intermediate. Teaching Method: Seminar/Lecture. Advance Preparation: None. Delivery Method: Group Internet Based. Please refer to the information in this brochure for outline, course content and objectives. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state's regulatory board. Please note: In order to receive CPE credit for this course you MUST use the streaming audio option, as well as enable and complete the required progress checks.
     
  • Lorman Business Center, LLC. is a registered provider for CPA CPE through the State Education Department of New York, Sponsor number: 000640. The following course will carry the subject area of Specialized Knowledge and Applications for 1.5 hours.
     

Who should attend?

This live webinar is designed for accountants, executive directors, officers, board members, controllers, CFOs, fundraisers, bookkeepers and tax managers.

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Why Lorman?

Over 33 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Linda Lysakowski, ACFRE

Linda Lysakowski, ACFRE

Linda Lysakowski, LLC

  • One of just over 100 professionals worldwide to hold the Advanced Certified Fund Raising Executive designation
  • During her thirty years in the development field, she has managed capital campaigns, helped dozens of nonprofit organizations achieve their development goals, and has trained more than 40,000 professionals in Mexico, Canada, Egypt, Bermuda, and most of the fifty states of the United States
  • Prolific writer, with more than two dozen books published for the nonprofit sector and six in the fiction and travel arena
  • Developed and manages 14 online courses for the nonprofit sector
  • Received the Outstanding Fundraising Executive award from the Eastern PA, Las Vegas, and Sierra (NV) chapters of AFP (Association of Fundraising Professionals), was recognized internationally with the Barbara Marion Award for Outstanding Service to AFP, and will be honored in November with the Lifetime Achievement Award from the Las Vegas Chapter of AFP
  • Has written numerous books including The Development Plan; Charity Channel’s Quick Guide to Creating a Development Plan, Fundraising as a Career: What, Are You Crazy?; Capital Campaigns: Everything You NEED to Know; Are You Ready for a Capital Campaign? workbook; Raise More Money from Your Business Community; Raise More Money from Your Business Community - The Workbook; The New Donor (co-author); Fundraising for the GENIUS, 2nd edition; The Fundraising Feasibility Study (contributing author); YOU and Your Nonprofit Board (contributing author); The Leaky Bucket: What’s Wrong With Your Fundraising: And How You Can Fix It (co-author); The Essential Nonprofit Fundraising Handbook (co-author); YOU and Your Nonprofit (co-editor); The Nonprofit Consulting Playbook (co-editor); Nonprofit Strategic Planning (co-author); Recruiting and Training Fundraising Volunteers; and in addition to her full-length books, she has written three AFP Ready reference books and has been published in numerous other publications including International Journal of Nonprofit and Voluntary Sector Marketing, Contributions, Advancing Philanthropy, Associations Now, CASE Currents, Major Gifts Report, Grant Station, New Directions in Philanthropy, and more
  • Selected training and public speaking includes AFP International Conference; AFP Hemispheric Conference; dozens of regional and local AFP chapters throughout North America; various statewide associations including PANO, OANO, UNA; nonprofit management centers in TN, OK, TX; numerous national and international association conferences including Variety International, Ronald McDonald House Charities, Junior Achievement, U.S. Tennis Association, Points of Light Foundation, The Centre on Philanthropy, Bermuda, and the United States Olympic Committee; a variety of educational conferences sponsored by CASE, AHP, ALDE, CMA, AACSB, GPA, and others
  • Graduate, with majors in banking and finance, theology/philosophy from Alvernia College in Reading, PA; graduate of AFP’s Faculty Training Academy and has received two AFP research grants
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Why Lorman?

Over 33 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

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Product ID: 407469
Published 2016, 2020
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