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End of Year: Planning for 2008

December 27, 2007

My wife and I had a really great break for our first Christmas--we saw lots of friends and family, had a lot of fun shopping in downtown Lancaster (buy local!), and ate an inappropriate amount of rich food. But I tend to think about Mission Research even on breaks, and have been working on the 2008 plan in my head, on paper, and on the computer.

Planning for 2008 has been both challenging and exciting. It's challenging because we have so much we need to do, plus the things we'd really like to do but can't. It's exciting because the process of planning has led me back to the origins of the business, and I've been thinking a lot about our values, vision, and original goals, and the gap between that and reality. The planning should help close that gap, and shape the vision for the future.

Our planning process is led by me but it will be a group process spanning several weeks. We have a general plan & goals--shipping a significant upgrade, releasing an exciting new product, and improving every part of the company--but in the process we've learned we should change the way we do some things, the way we measure our efforts, and the way we plan and execute. It's not easy work, but it's worthwhile.

Do you have a 2008 plan? How do you go about planning? For me, it's this: review mission, values, and long-term goals, and use that to inform determining 2008 goals, the plans to get there, and the resources and roles needed to support the plans (we have multiple departments, whose plans will work together for the master plan).

We'll also look at communications, work environment, professional development, etc and weave those into the larger plans. It sounds like a lot but with focus the outcome should be solid and fairly simple.

Wish me luck, and let me about your planning process!

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About GiftWorks

GiftWorks is fundraising software and so much more. It’s also a community of nonprofit experts and peers who help you make the most of your fundraising efforts.

GiftWorks helps you manage and cultivate donors/prospective donors, run effective fundraising campaigns, build targeted lists, send custom mailings and create robust reports. You can add GiftWorks Volunteers, Events and/or Online Donations for even more functionality.

GiftWorks is quick to set up and easy to use, so you can generate polished reports for your board in a snap. Best of all, GiftWorks is priced right so your big investments are in your mission, not your infrastructure.

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About The GiftWorks Team

The GiftWorks team is made up of hard working and caring individuals who have a heart for nonprofit organizations and a passion for making great software. For the past 7 years, our focus has been giving nonprofits the software and tools needed to accomplish their mission. Every day, the salespeople, software developers, customer support representatives, and every other member of the team work hard to get GiftWorks into the hands of nonprofits and help them to use GiftWorks to advance their cause, raise money, and accomplish their goals.

Many members of the GiftWorks team donate their time, effort, and other resources to nonprofits in Lancaster, PA and the surrounding area. We trust that our efforts, in cooperation with nonprofits around the world, can impact our generation and generations to come.

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