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.

 

Client Implementation
(click on name below)

Mayo Foundation


Minnesota Medical Foundation

 

Penn State University

 

Purdue University

 

The Ohio State University

 

9/28/2004

Insight Into Philanthropy

9/29/2004

ASDD

10/13/2004

ASDD

5/25/2005

Coaching, Management, and Leadership

6/29/2005

Envisioning & Articulation

8/16/2005

ASDD

4/20/2007

Insight Into Medical Philanthropy

11/14/2007

Insight Into Medical Philanthropy

5/14/2008

ASDD Checkup

5/14/2008

Insight Into Philanthropy

3/30/2009

Insight Into Medical Philanthropy

3/31/2009

Philanthropic Practices for Medical Professionals

 

 

University of California,
Irvine

 

University of California,
San Diego

 

University of California,
San Francisco

 

University of California,
Santa Barbara

 

University of California,
Santa Cruz

 

University of Florida

 

University of Illinois

 

University of Iowa

 

 

 

 

 

 

 

 

 

 

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