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Is It Feasible to Do Your Own Feasibility Study?

Is It Feasible to Do Your Own Feasibility Study?. Kate Troelstra Assistant Headmaster for Development Providence Day School Charlotte, NC. Feasibility Study Purpose . Assess readiness of the institution Test institutional priorities with key supporters and general constituency

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Is It Feasible to Do Your Own Feasibility Study?

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  1. Is It Feasible to Do Your Own Feasibility Study? Kate Troelstra Assistant Headmaster for Development Providence Day School Charlotte, NC

  2. Feasibility Study Purpose • Assess readiness of the institution • Test institutional priorities with key supporters and general constituency • Explore potential financial support • Identify leaders

  3. What Do You Need to Conduct an Objective Study? • Trust • Open Mind • Time • Staff

  4. Benefits of Going In-House • Firsthand feedback regarding priorities and potential • Great cultivation tool • Identify key volunteers • Buy-in from staff as well as donors • Quantitative and qualitative information

  5. Providence Day Quantitative:Who Did We Talk To? • Board of Trustees • Key Donors • Connectors • Started with a list of 100 and ended up with 70 interviews

  6. Providence Day QuantitativeWhat to Ask? • General • Involvement • The Heart of the Matter • Wrap-up

  7. Providence Day SchoolGeneral Questions • How did you choose PDS? • What do you see as strengths of PDS? • What do you see as challenges for PDS?

  8. Other General Questions • Tell me about your best campus experience. • How do you feel about (your institution name here)? • What areas of the institution interest you today? • How would you rate your interest in the institution?

  9. Providence Day SchoolInvolvement Questions • Do you volunteer your time with other organizations? If so, which ones? • Where do you rate PDS among your philanthropic interests?

  10. Other Involvement Questions • How do you select the causes you support? • What motivates you to volunteer for an organization? • Why do you give to the Annual Fund?

  11. Providence Day School Heart of the Matter Questions • Given the following institutional priorities, which do you feel are most important? • How much do you think we could raise in a school-wide effort over five years? • This is a gift table for a campaign that size. Where do you see yourself if PDS were to move forward with a campaign in the near future? • Do you know of anyone else who may be able to help us at that level?

  12. Other Heart of the Matter Questions • Have you made a capital gift to any cause? If so, tell me about it. • Would you consider making a major gift of $_______ to [your institution] in the next five years? • Would you ever consider making a major gift to the institution?

  13. Providence Day SchoolWrap-up Questions • Would you be interested in getting more involved at PDS? (use list) • Do you have any concerns about PDS you’d like to share? • What is the one thing that, no matter what, should NOT change at PDS?

  14. Other Wrap-up Questions • What one piece of advice would you give the institution as it plans for the future? • Which classmates do you keep in touch with? • How would you rate the institutional publications you receive?

  15. A Fun Ending • How would you finish the sentence: When I think of Providence Day School I think of……..

  16. Providence Day QualitativeWho Did We Talk To? • Anyone in the PDS community who had an interest • 12 information sessions in and around Charlotte

  17. Information Session Format • Where? • In someone’s home • On campus • Uptown for lunch • What? • Coffee/dessert • Program follows social time • 90 minutes total in length

  18. Information Session Content • Focus on school priorities • Give some historical perspective • Great opportunity for education • We used our Board of Advisors as a sounding board for the presentation

  19. Information Session Questions • What priority is most important to you? • What do you see as challenges for PDS in the future? • What is the one thing at PDS that shouldn’t be changed?

  20. RatingsThe Other Piece of the Puzzle • Electronic screenings • Peer screenings • Analysis of giving to your institution • Rate Everyone!!!

  21. Then what? • Priority decisions • General readiness feedback • Potential goal • Prospect analysis • Interview results • Double Productivity

  22. The Final Report • Introduction (method) • Priorities • Timing (readiness) • Goal • Key findings • Recommendations • Appendices (timeline, interview questions, interviewees, materials)

  23. What Couldn’t Be SaidThe Down Side to Doing It Yourself

  24. QUESTIONS?

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