The RTR Experience
Creating the Personalized Plan in 4 Steps
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Meet with key professionals and volunteers.
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Review work plans, goals, and materials.
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Assess key operations for alignment with work plan and goals.
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Develop and deliver Scope of Work, Deliverables, and Calendar.​
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Meet with key decision makers.
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Build consensus on Scope of Work, Deliverables, and Calendar.
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Finalize the partnership.
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Implement the plan.
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Meet with CEO weekly for engagement and feedback.
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Review our accomplishments
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Determine if further assistance is needed.
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If yes, update Scope of Work, Deliverables, and Calendar.
Potential Items for Scope of Work
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Cultivate, solicit, and steward donors.
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Implement the current development plan.
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Create development plans and fundraising strategies.
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Mentor, coach, and train the executive and/or development team.
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Comprehensively build and manage goal-oriented and collaborative teams.
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Develop, cultivate, and steward volunteer leadership.
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Evaluate, consult, and advise on development team structure, processes, and functions.
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Evaluate current team members' strengths and areas for growth.
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Develop individualized professional development plans.
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Build the development team's fundraising acumen.
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Consult on the Chief Development Officer search and engage in the interview process.
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Orient and/or coach the new Chief Development Officer.