Last updated 01-04-12

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Sample Training Plan Plan

It can be difficult to think about how to approach building an entire training plan. After all, each target audience needs completely different knowledge and skills. Further, learning about development and the roles different parties play requires a planned progression of learning blocks.

 

We have developed the following sample training plan as a way to think about the appropriate learning progression. This training is for an organization with 80 development professionals (our term for front-line fundraisers). Please keep in mind that we will scale this plan to meet the specific needs of your organization.

Sample Training: an organization with 80 development professionals

Round One

2 - ASDD; 40 participants per workshop
2 - Insight Into Philanthropy; 50 participants
     (40 deans/department heads/faculty and 10 development professionals) per workshop
1 - Coaching, Management, and Leadership; 30 participants
2 - Supporting a Culture of Philanthropy; 40 participants per workshop
2 - Insight Into Medical Philanthropy (if applicable); 50 participants
     (40 medical professionals and 10 development professionals) per workshop

.

Round Two: 4-6 Months after Round One

2 - Strategies for Donor Development; 40 participants per workshop
2 -Tactics for Optimizing Donor Meetings; 40 participants per workshop
1 - Philanthropic Practices for Deans and Other Academic Leaders; 50 participants
     (40 deans/department heads/faculty and 10 development professionals) per workshop
2 - Philanthropic Practices for Deans and Other Academic Leaders; 50 participants
     (40 deans/department heads/faculty and 10 development professionals) per workshop
1 - Philanthropic Practices for Medical Professionals (if applicable); 50 participants
     (40 medical professionals and 10 development professionals)
2 - Philanthropic Workshop for Medical Professionals (if applicable); 50 participants
     (40 medical professionals and 10 development professionals)


Round Three: 4-6 Months after Round Two

2 - Engagement, Evaluation, & Stewardship; 40 participants per workshop
2 - Philanthropic Practices for Deans and Other Academic Leaders; 50 participants
     (40 deans/department heads/faculty and 10 development professionals) per workshop
4 - Philanthropic Workshop for Faculty
2 - Envisioning & Articulation; 50 participants
     (40 deans/department heads/faculty and 10 development professionals) per workshop
2 - Philanthropic Workshop for Medical Professionals (if applicable); 50 participants
     (40 medical professionals and 10 development professionals)
1 - Dynamics of Development Communications; 40 participants
1 - Volunteers: Contributing to Successful Fundraising; 40 participants
     (32 donors/volunteers and 8 development professionals)

.

Round Four: 4-6 Months after Round Three

1 - ASDD; 40 participants
2 - Hi-Po Immersion; 12 participants per workshop
2 - Philanthropic Practices for Deans and Other Academic Leaders; 50 participants
     (40 deans/department heads/faculty and 10 development professionals) per workshop
1 - Supporting a Culture of Philanthropy; 40 participants  
2 - Philanthropic Workshop for Medical Professionals (if applicable); 50 participants
     (40 medical professionals and 10 development professionals) per workshop
1 - Development Skills for Deans and Other Academic Leaders; 50 participants
     (40 deans/department heads/faculty and 10 development professionals)
1 - Development Skills for Medical Professionals (if applicable); 50 participants  
     (40 medical professionals and 10 development professionals)
1 - Volunteers: Contributing to Successful Fundraising; 40 participants
     (32 donors/volunteers and 8 development professionals)

.

Notes

  • Newly-hired development professionals should attend public ASDD workshops offered in various cities throughout the year.

  • Newly-hired or newly-promoted managers should attend public Coaching, Management, and Leadership workshops offered throughout the year.

 

Actual Client
Implementation
(click on name below)

Mayo Foundation


Michigan State University

 

11/28/2005

ASDD

11/30/2005

Overview of ASDD

12/1/2005

ASDD

12/5/2005

ASDD

12/7/2005

Coaching, Management, and Leadership

12/9/2005

Overview of ASDD

12/13/2005

Insight Into Philanthropy

12/4/2007

Insight Into Philanthropy

12/4/2007

Overview of ASDD

12/5/2007

Strategies & Tactics for Donor Development

12/6/2007

Strategies & Tactics for Donor Development

12/7/2007

Overview of ASDD

12/7/2007

Philanthropic Practices for Faculty 

4/15/2008

Philanthropic Practices for Faculty 

4/16/2008

Philanthropic Practices for Faculty 

4/17/2008

Dynamics of Communications for Key Stakeholders 

 

Minnesota Medical Foundation

 

Penn State University

 

Purdue University

 

The Ohio State University

 

University of Florida

 

University of Illinois

 

University of Iowa

 

 

 

 

 

 

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