For Impact | The Suddes Group - For Impact

Porticus Discovery Questionnaire

General Information

Name *

First

Last

Your Organization *

Please describe what your organization does. (What is your IMPACT?) *

Why are you attending? What do you hope to get out of this training? *

What is your operating budget? *

Are you in a campaign or preparing for a campaign? *

How many times in the last 3 months have you or your organization sat down with a prospect one-on-one and asked for at least $5,000? *

What do you perceive to be the biggest obstacles in your organization? *

What do you perceive to be the biggest opportunities in your organization? *

Please describe those from your organization who are attending the training, including the following information: (1) Name, (2) Title, (3) Time to dedicate to fundraising. *

Rate the following training deliverables: 5 = MOST help needed; 1 = LEAST help needed.

Developing a funding timeline

Selected Value: 3

Determining funding goals

Selected Value: 3

Clarifying the funding message (or, why someone should invest in your org)

Selected Value: 3

Developing materials / engagement tools

Selected Value: 3

Putting together a funding plan

Selected Value: 3

Training: Learning HOW to make a visit or ask

Selected Value: 3

Knowing WHAT to say

Selected Value: 3

Overcoming objections

Selected Value: 3

Building consensus within team around funding priorities

Selected Value: 3

Motivating champions, potential investors and board members

Selected Value: 3

Knowing HOW to leverage board, staff and development team members

Selected Value: 3

Identifying prospects

Selected Value: 3

Prioritizing prospects

Selected Value: 3

Strategizing prospects

Selected Value: 3

Getting the visit

Selected Value: 3

Follow-up strategies

Selected Value: 3

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Porticus Discovery Questionnaire

General Information

Rate the following training deliverables: 5 = MOST help needed; 1 = LEAST help needed.