6. TODAY’S SESSION IS A WORKING SESSION
Use this time to reflect, to observe and to
take action.
Learn these 6 rules to help you raise more
money, and be happier doing it!
9. AWARENESS ENGAGEMENT VISIONING
REVENUE
Build Pipeline
PEOPLE
Basic Management Skills
COMMUNICATIONS Organizational Messages
FOCUS
Systems Development
REPORTING Benchmarks
INFRASTRUCTURE Infrastructure and Tools
3 Stages of Leadership
10.
11. AWARENESS ENGAGEMENT VISIONING
REVENUE
Build Pipeline Grow Opportunities
PEOPLE
Basic Management Skills Influencing Skills
COMMUNICATIONS Organizational Messages Presentation Skills
FOCUS
Systems Development Time Management
REPORTING Benchmarks Report KPIs
INFRASTRUCTURE Infrastructure and Tools Accounting
3 Stages of Leadership
12.
13. AWARENESS ENGAGEMENT VISIONING
REVENUE
Build Pipeline Grow Opportunities Strategy for best ROI
PEOPLE
Basic Management Skills Influencing Skills
Building a Culture of
Philanthropy
COMMUNICATIONS Organizational Messages Presentation Skills Stellar Conversation Skills
FOCUS
Systems Development Time Management Focus and Discipline
REPORTING Benchmarks Report KPIs Manage Up
INFRASTRUCTURE Infrastructure and Tools Accounting CIO / CFO
3 Stages of Leadership
14.
15. AWARENESS ENGAGEMENT VISIONING
REVENUE
Build Pipeline Grow Opportunities Strategy for best ROI
PEOPLE
COMMUNICATIONS
FOCUS
REPORTING
INFRASTRUCTURE
Plus… 6 Dimensions of Fundraising Success
16. RULE # 1
Revenue – the more you touch it, the
more it comes in!
Set revenue targets and
metrics for each quarter.
Create visual reminders!
18. RULE # 1A
Have a Plan.
Stick to it.
(No, really. Stick to it!)
Create urgency at work:
build in tasks that are non-
negotiable.
19. When obstacles arise, you change your
direction to reach your goal.
You do not change your decision to get there.
Zig Ziglar
20. AWARENESS ENGAGEMENT VISIONING
REVENUE
PEOPLE
Basic Management Skills Influencing Skills
Building a Culture of
Philanthropy
COMMUNICATIONS
FOCUS
REPORTING
INFRASTRUCTURE
6 Dimensions of Fundraising Success
21. RULE # 2 Learner mindsets build
resilient leaders
Be a learner, not a judger.
24. RULE # 3
Your words are your truth.
Listen until your ears hurt
What 3 things are you
putting up with at work right
now?
25. I feel inefficient when I _________________________
I get stuck in ___________________________________
I am at my best when I ___________________________
To be productive at work I must ___________________
The biggest time suck in my week is ________________
People are curious when I introduce my organization to them.
True False
REFLECT
Revenue | People | Communications
27. RULE #4
Strategically triage your own work.
(and make yourself crazy efficient with
everything else)
Commit to 3 #PowerMoves
each week.
28. • Block your time in your calendar
• “Eat the Frog”
• Systematize your workflows
• Notice what you’re avoiding
• #GEFN
• The only thing you can 100% control
at work is your mindset
Beware of moving the deck
chairs on the Titanic.
33. RULE # 6
A good tool informs today and
tomorrow’s decisions
Reporting is integral to success.
What’s the bare minimum you need,
and how will you report?
35. AWARENESS ENGAGEMENT VISIONING
REVENUE
Build Pipeline Grow Opportunities Strategy for best ROI
PEOPLE
Basic Management Skills Influencing Skills
Building a Culture of
Philanthropy
COMMUNICATIONS Organizational Messages Presentation Skills Stellar Conversation Skills
FOCUS
Systems Development Time Management Focus and Discipline
REPORTING Benchmarks Report KPIs Manage Up
INFRASTRUCTURE Infrastructure and Tools Accounting CIO / CFO
3 Stages of Leadership
Plus… 6 Dimensions of Fundraising Success
36. When I think #powermove, I think of ____________
My colleagues and direct reports understand my leadership
style and what’s important to me – True False
During the budgeting process I feel _____________________
REFLECT
Focus | Reporting | Infrastructure
37. 6 rules to avoid the workaholic trap
1. REVENUE – the more you touch it, the more it comes in
2. PEOPLE - Learner mindsets build resilient leaders
3. COMMUNICATION - Your words are your truth
4. FOCUS - Strategically triage your own work
5. REPORTING - Metrics breed confidence and success
6. INFRASTRUCTURE - A good tool informs today and tomorrow’s
decisions
BONUS: Be compassionate with yourself