Fundraising StrategyAlign operations and technology to achieve results. Efficient, effective, common sense solutions.
Zuri’s strategic services expertise helps our clients align data, technology, processes, and teams with fundraising goals and growth.
Our work often starts with comprehensive assessments of business processes, staffing levels and roles, and how well programs are served by what is in place.
Assessment work focuses on a combination of best practices and practices that are best for clients. Our counsel include the big picture and the smallest detail. For example, we may guide a university’s ten-year road map while suggesting a tweak to prospect development coding to get more out of the major gift team.
Recent examples of the work we’ve done in this space include:
System Selection Counsel
Zuri Group is skilled in helping organizations wade through the complexities of picking new software. Our approach results in a data-driven analysis that is backed by documented criteria and supports collaborative decision-making.
System Implementation and Change Management Counsel
In addition to Zuri providing end-to-end technology services to convert to new systems, Zuri is helping clients understand and get in front of the change management demands experienced by large university systems and other complex organizations.
Advancement Operations Assessments and Optimization
Zuri’s strategic services provide comprehensive current-state assessment work for clients to understand how well the organization has established their processes, organized staff, and implemented tools. When large organizations combine systems, we often assist to untangle and improve what is in place. This includes revisiting policy and procedure manuals, training, and data improvements.
Process-specific Improvement Projects
Some clients seek our expertise on a topic to refine issues. For example, MIT engaged Zuri to evaluate its prospect development effort. MedStar Health System engaged us to improve their Raiser’s Edge use and data, as well as for a grateful patient program. Yale engaged Zuri to develop a roadmap for advancement technology that aligned with the advancement campaign planning, leadership and budgeting purposes.
Capacity and Optimization
Zuri’s team will help organizations understand how well their team and their prospect base is positioned to support a campaign or a specific growth plan. We can evaluate and provide guidance on prospect pool potential, staffing models, and system campaign-readiness.