Organization Development Plan

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ORGANIZATION Development Plan, DATES (no more than 3 years recommended)
Date Created
Prepared by [CHIEF DEVELOPMENT OFFICER]
Purpose of this document
With the participation of the CEO and Board, the following plan serves as a guide for
development initiatives through END DATE. It is intended that this will be assessed,
revised and updated on an annual basis. This plan supports the efforts of the
ORGANIZATION strategic plan, and as changes are made to the strategic plan, this
document will be updated to reflect that.
Brief History
Insert a very short history of your organization including founders, year founded,
budget growth, program accomplishments, etc. The purpose of including the history
is to give people a sense of story. This is also something you can include in your case
materials.
Mission
Insert your mission here.
Vision
Insert vision here. Some organizations replace this with a values statement.
Unique Value Proposition
What makes you different from every other organization? Get to the root of it and
insert that here.
Strategic Priorities
List in bulleted or numbered format major priorities for the organization even if they
are not things that you can specifically raise money for. Typically these come directly
from the strategic plan.
Roles and Responsibilities of the Development Program (OPTIONAL)
Definition of a development program: the development program involves raising
funds, developing relationships and connecting people with causes they are
passionate about. Roles within a development program include connectors, who tie
together people and causes; experts, who speak knowledgably and passionately about
the mission of an organization; and closers, who ask for support.
Mission: the ORGANIZATION development program supports the strategic priorities
of ORGANIZATION by securing funding from diverse sources and building positive
relationships throughout the community.
(OPTIONAL) Philosophy: Insert a guiding philosophy here. A sample: the
development program is the responsibility of all, including all staff, volunteers, board

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