Strategic Requirements Workshop
Our strategic requirements workshop, brings internal stakeholders – both leadership and operational – together to map your organisation’s current data landscape. This interactive cross-functional workshop will map your core external stakeholders and platforms to identify opportunities for a future state of same.   Â
Our tried and tested method brings you through four facilitated stages:
Stakeholder mapping: Detailed capture of diverse stakeholder groups across teams and early exploration of where the majority of overlap between cohorts may lie.
Core functionality requirements:Â Brainstorm core functionality required to deliver, engage and steward each type of stakeholder to identify commonalities & specialisms.
Existing platforms: Capture platforms already in use across teams to deliver key functionalities and where known gaps lie for different teams.
Known pain points vs what’s working well: Identify functionalities that are core to requirements, adoption & engagement with platforms & known issues or integrations.
In addition to the internal stakeholder engagement inherent in the process, key insights from each stage will be recorded and presented. This is often a first step in requirements gathering to understand needs ahead of a CRM migration.
SX Journey Workshops
Our powerful and unique Supporter Experience workshop unleashes over two decades of cross-sectoral experience. Our approach is informed by best practice CX frameworks, specifically adapted for application in the nonprofit sector.
We will convene your key leadership & operational stakeholders to take time out to walk in the shoes of the donor. Together, we will collaborate to create a detailed journey map of pre-selected personas across multiple touchpoints. We will capture the As Is landscape while categorising & prioritising Future State opportunities across People, Process Technology.
Our approach draws heavily on the ying and the yang of Supporter Experience. On the one hand, we lean heavily into LEAN Six Sigma principles that drive efficient business processes. On the other, we have a strong emphasis on the emotional impact and root the work in the supporter’s perspective
Supporter Experience is NOT interchangeable with Donor Care. This workshop can be a critical step in engaging and driving ownership and supporter-centric culture across your organisation, from the top down. Physical outputs aside, significant value of this 3 hour workshop lies in cross-functional education and engagement.
Strategic Mentor Package
We are committed to capacity building in organisations so that they can continue to thrive in their journey far beyond any one time bound project. In addition to career mentoring, we provide specialist strategic mentor support on core areas spanning fundraising, Supporter Experience, and Data/ CRM strategy in particular.
This can be helpful as you embark on a new project and are establishing project plans and governance structure. Equally, at a certain point in the project, it is time for a consultant to say goodbye! But sometimes it’s helpful to have a sounding board as you move forward – this is a robust way to stay in touch.
This capacity is often used as a project sponsor to check in at key project milestones. The most appropriate and valuable parameters on how to use this time can be agreed in collaboration with you and your key stakeholders.
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