"The day was well-structured. David already had a track record with us so people understood and respected him. He’s a friendly and affable man, which does help, and he asks the right probing questions. He has a habit of making you think about things in quite a different way – he tips things on their head and that’s invaluable."

Samantha Dixon, Director, WPCC

Stimulating collective long-term thinking

client: Weston Park Cancer Charity (WPCC)

Background:
Weston Park Cancer Charity was in the habit of refreshing its fundraising plan once a year but wanted to be a bit more long-term in its thinking, particularly because some of its fundraising ideas were ‘slow-burn’ and might not bear fruit for a number of years.

Brief:
Action Planning’s David Saint was asked to facilitate a planning day with Weston Park Cancer Charity staff to explore ideas for a 3-to-5-year fundraising strategy.

Process:
David led the planning day with the charity’s staff members, unpacking the various issues in order to come up with a list of priorities, which could then be left with the team for them to work into a fundraising strategy.

Outcomes:
The strategy that arose from the planning day has been presented to trustees and their approval has been received on all the proposals that were presented.

Consultant's Insight:
Fundraisers normally want to dive straight in to talk about funding sources and fundraising techniques. By pulling back and starting with a detailed consideration of what the money was for, we were then able to have a much more informed and constructive conversation about appropriate sources and techniques.

The answer's yes.

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