Donor Database Assessment

Is your database not up to par, but you don’t know what to fix?

Or maybe you know what to fix, but aren’t sure where to start?

We can help!

Working side-by-side with your team, we analyze your data practices in light of emergent needs, and help you align fundraising systems with current–or evolving–fundraising strategy. Once we understand where you’re at and where you want to go, our experienced consultants will deliver a scaled, sequenced, and actionable road map for getting your systems from here… to there.

 

How it works:

  • We conduct an assessment interview with your team to review your current business practices and emergent needs. Together, we will clarify challenges and structure goals for turning your data into powerful, useful information, and by the end of the interview we will have defined the scope of the report that will be most valuable to your organization.

 

  • Based on the defined scope, we will deliver an Assessment Report that includes a summary of findings and a work plan that sequences major tasks and processes. The work plan will include estimates of time and technical resources required for implementation, and can be used to guide the work of staff or—if appropriate—to structure the work of continued consulting services.

 

Flat Fee: $750 (travel not included. JoslynCreative uses simple screen-share technology that allows us to meet our clients wherever you are)

Call to brief us on your emergent needs and schedule an Assessment Interview.