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The importance of annual plans in fundraising

Everyone just started fresh with a new annual plan… hopefully! Annual plans are great. As a fundraiser you can’t live without them, because it’s your blueprint for fundraising success. Below a few reasons why I think you have to spend at least 10% of your whole year working on next year’s plans.

What do I mean with an annual plan in fundraising? In short, I would say a narrative document which explains all of your fundraising activities, and answers all why, when, how, who and how much questions. Obviously the annual plan should be linked to the overall organizational strategy. And attached to the narrative there should be a kind of Excel document explaining the numbers in detail per activity per month…

That sounds like an awful lot of work and, to be honest, it is! But it’s only the most important document in your fundraising department, so let’s do it anyway…

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