The first step in the planning study process is determining what it is that you want the study to accomplish.

Second is the creation of a list of those folks you’d like to interview – a list that can be as long as you’d like … as long as you’re realistic. No one goes on that list unless you have or can get access to that person.

The people you want to interview are those folks who can and will likely have an impact on your ability to successfully implement the programs, campaigns and/or activities that you’re considering.

Next is the creation of an extensive list of questions that relate to the NPO’s mission, programs, fundraising and what you want the study to accomplish. Questions must be designed/worded to avoid planting doubt as to the need for or likely success of any particular program or activity.

As it will not always be appropriate to run down the prepared list of questions with every interviewee, the interviewer must be able to “read people,” must be able to know when to forget the prepared questionnaire and just chat with Mr./Ms. Jones about the NPO’s issues and possible futures.

Sample interview questions might be:
* On a scale of 0-10, how would you rate the importance to you
(and to your family) of “this” aspect of the NPO’s mission?
* On a scale of 0-10, how would you rate the importance to you
(and to your family) of “this” program?
* What would it take to get you to want to be part of the leadership
for a major fundraising effort?
* What would it take to get you to want to be a major donor for
such an effort?
* What should we do to get other potential leaders/donors enthusiastic
about the project/activity we’re considering?
• When might be the best time to kick-off the program/campaign? Why?

– Watch for Part 3 – July 27 –
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Have a question about starting or expanding your fundraising program? Email me at AskHank@Major-Capital-Giving.com. With over 30 years of counseling in major gifts, capital campaigns, bequest programs and the planning studies to precede these three, we’ll do our best to answer your question.