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Discovery Services
Woodburn, Kyle & Company offers a selection of services that allow a client to assess its current position, pursue goals, and raise significant sums of money.
Discovery Services are designed to assess an organizations position in relation to raising money, creating the organizational structure, and planning to achieve success. These Discovery Services can make recommendations for other services with specific objectives or stand-alone.
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Campaign Planning Study |
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The Campaign Planning Study is ideal for an organization that needs to create a stronger case for support before launching a successful campaign.
The Campaign Planning Study provides an organization the opportunity to assess, receive interim recommendations, and test a stronger version of its plan for the future with outside interviewees.
The first phase of the Campaign Planning study focuses on reviewing the organizational case, creating a Concept Case, and conducting interviews with members of the organization. In the second phase, the consultant makes necessary recommendations to the organization and revises the Concept Case to test it with people outside the organization.
The end product of the Campaign Planning Study is a comprehensive findings report presented in oral and written form. |
A phased approach combining feedback, planning and
recommendations
Ideal for organizations uncertain about the strength of their organizational case for support
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Classic Campaign Feasibility Study |
The Classic Campaign Feasibility Study is ideal for an organization that is preparing to launch a campaign. The organization should have strong visibility, an established donor base, a respected Board, and well-developed project plans or case for support.
The Classic Campaign Feasibility Study focuses on a series of family and community interviews conducted concurrently. The interviewees respond to a Concept Case Statement. The study identifies the campaign goal and objectives. In addition, the Classic Campaign Feasibility Study assesses the availability of leadership and volunteers and sources of funds.
The end product of the Classic Campaign Feasibility Study is an oral presentation followed by a written executive summary. |
A traditional study approach designed to assess the goal and the ability to launch a campaign
Ideal for organizations certain about their organizational case and defined project plans
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Campaign Readiness Evaluation |
The Campaign Readiness Evaluation is a one-day consulting visit to assess an organization, its project plans, and its case for fundraising support.
The Campaign Readiness Evaluation consists of a review of materials and conversations with staff and Board.
The Evaluation is often used by organizations when compiling their financials in advance of going to the bond market. Campaign Readiness Evaluation results in an oral presentation followed by a written executive summary with recommendations.
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Used in advance of going to the bond market
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Positioning Assessment |
The Positioning Assessment is a one or two-day consulting visit that evaluates the ability of an organization to achieve its future goals and objectives. This assessment is ideal for the organization that is weighing options, considering significant change, and assessing its image.
The Positioning Assessment consists of organizational review, research, conversations, and interviews. The Positioning Assessment results in an oral presentation followed by an executive summary with recommendations.
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Defining an organization's ability to take the next step
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