As the new year unfolds, many people are focused on setting resolutions for the year. I prefer to think about setting new intentions rather than resolutions, and I like to think about it from both a personal and professional perspective. Setting new intentions rather than resolutions feels like it allows for more fluidity along the way. You are working toward and channeling your energy in the direction of something larger that you want to achieve rather than a narrow do-or-die resolution. It's less about success and failures and more about moving in the right direction or making progress.
For Advancement Leaders, setting fresh intentions at the start of the new year can serve as a roadmap for your team and an opportunity to accelerate fundraising success, foster stronger donor relationships, and improve your overall performance.
Setting goals with your team is crucial for success. They not only provide direction, focus, motivation, and accountability, but they also serve as a communication tool with the rest of the division about the priorities your team is focused on at a given time. Whether you're overseeing database management, prospect research, or gift processing, all units of the advancement operations team can prioritize clear and measurable goals essential for driving progress and achieving organizational objectives.
Begin with understanding your division and department goals. This will set the tone and priorities for the remainder of the teams and individuals. If you are not a department lead, start with what you know. Even if it's not explicitly outlined throughout your division, you can identify what the priorities are in general. Consider how you can support other units in their goals and adjust your unit's goals to support their goals.
Take this to the next level by aligning those priorities and goals down to the unit and eventually to the individual. As an individual contributor, you can create your own goals in this same way, even if your manager doesn't require it. This shows your initiative and understanding of how your role influences others throughout the organization.
One theme we are hearing around goals: Be flexible with them. Most organizations provide a mechanism for updating goals mid-year. Keep goals fluid, have frequent conversations around them, and measure them.
2. Embrace Digital Transformation
In an increasingly digital world, where technology plays a pivotal role, embracing its potential is no longer optional—it's essential. To maximize your organization's success and impact, it is crucial to invest in robust digital platforms that streamline your operation and enhance your donor experiences, making it more attractive and more convenient for them to contribute to your organization.
Embracing digital transformation goes beyond just adopting new technologies; it requires a holistic approach that involves transforming processes and mindsets to drive digital-first growth and ensure long-term success in this rapidly evolving landscape. Let's face it: change can be scary, and some technology can be intimidating to learn. Embrace the idea that you CAN do it.
One digital transformation theme we are hearing: Promoting connectedness and transparency by breaking down data siloes. Gone are the days of hoarding data. Organizations are turning to more self-serve models.
Behind every successful organization lies a skilled and motivated team that serves as the backbone of its achievements. As you set your intentions for this year, consider making it a top priority to invest in the growth and development of your team. This can be achieved by providing ample training opportunities that empower them to enhance their skills and knowledge. Encourage a culture of skill sharing, where team members can learn from one another and collectively contribute to the organization's success. Embrace the value of continuous learning, fostering an environment where curiosity is nurtured and new ideas are welcomed.
Recognizing and rewarding the efforts of your team members is crucial in boosting morale and motivation. Take the time to acknowledge their hard work and dedication, celebrating their accomplishments along the way. By doing so, you create a positive and supportive work environment that inspires your team to go above and beyond.
Remember, the success of your organization's advancement efforts is intricately linked to the competencies and dedication of your team. By investing in their development, you are investing in the long-term success and growth of your organization. So, make it a point to prioritize your team's development this year and watch as their skills and motivation propel your organization to new heights.
One professional development theme we are hearing: cross-train your team by getting units that don't traditionally interact to spend some time together. One organization even implemented a buddy program.
In today's increasingly data-driven world, making decisions backed by comprehensive and insightful data is often the key to achieving the best possible results. As we step into a new year, let's set an intention not only to collect and analyze donor data but also to leverage it more effectively. By utilizing advanced analytics, we can gain deeper insights into donor behavior, preferences, and emerging trends. Armed with this knowledge, we can then optimize our fundraising and operational strategies to drive even more impactful and sustainable outcomes. Unlock the true potential of data-driven fundraising and make a lasting difference in the lives of those we serve.
One data and analytics theme we are hearing: Using AI tools to automate traditionally manual and repetitive processes.
As an Advancement professional, you play a crucial role in not only raising funds but also in managing these funds responsibly and transparently. It is of utmost importance to prioritize establishing and maintaining robust and connected processes and systems that guarantee timely, transparent, and responsible fund management.
By regularly communicating the specific use and impactful outcomes of donations to your donors, you can foster trust and encourage continued support. Remember, effective fund management serves as a cornerstone of donor stewardship, ensuring the long-term sustainability and success of your organization's mission.
One stewardship theme we are hearing: Putting mechanisms in place to ensure that you spend donor money. They gave it for you to use it and they love hearing about the impact their gift made.
In conclusion, the new year presents an opportunity to reflect on our goals and set intentions for growth. For Advancement Leaders, these intentions can serve as a guide to drive success in the year ahead.
As we take the new year by the horns and embrace positive change, let's take this opportunity to set new intentions that foster growth, efficiency, and impact. Let's strive to become better leaders, foster stronger relationships, and make a bigger difference in our organizations and communities.
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