For Impact

Porticus Discovery Questionnaire

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General Information

Name*
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Rate the following training deliverables on a scale of 1 to 5, where 1 = LEAST help needed and 5 = MOST help needed.

Developing a funding timeline
Determining funding goals
Clarifying the funding message (or, why someone should invest in your org)
Developing materials / engagement tools
Putting together a funding plan
Training: Learning HOW to make a visit or ask
Knowing WHAT to say
Overcoming objections
Building consensus within team around funding priorities
Motivating champions, potential investors and board members
Knowing HOW to leverage board, staff and development team members
Identifying prospects
Prioritizing prospects
Strategizing prospects
Getting the visit
Follow-up strategies