Strengthening great relationships with donors
When a non-profit wanted to increase funding support, we helped strengthen its great relationship with donors.
At the heart of any non-profit is the ability to form rich, meaningful, and ever-evolving relationships with a growing supporter base. For the Ounce of Prevention Fund, this includes meaningful connections with supporters, policy advocates, affiliated partners, early childhood professionals, and children and families.
To help strengthen those critical relationships, our CRM team helped the Ounce assess its existing relationship-management capacity and map out a path for future improvements. For the early education non-profit, better engagement directly relates to better funding and support.
Ounce of Prevention Fund
Mission: Giving children in poverty the best chance for success in school—and life—by advocating for and providing the highest quality care and education from birth to five
Footprint: 4,000+ children and families in Chicago and throughout Illinois
Programs and services: Early Head Start, Head Start, Educare, community education, public policy advocacy, early childhood professional training
Quality interactions with supporters
The Ounce continuously works to improve how it connects with current and potential supporters, partners, field professionals, and families. It wanted to better structure and manage constituent management—from identifying and cultivating to sustaining and expanding—with its diverse supporters of early childhood education. To do so, it asked us to help assess its business and system capabilities to improve interactions with its national base of constituents.
A CRM playbook
We held executive workshops and interviews across divisions to identify shared functional requirements for a much-needed cross-organizational CRM system. Those insights helped us create a CRM playbook that included:
high-level system requirements for stakeholder engagement and management improvement
general requirements to establish and support CRM operations
non-profit specific best practices for change management, training, and user adoption
recommendations for a phased implementation approach, highlighting the key capabilities, objectives, and benefits of each proposed phase
pricing estimates for implementation and actual software costs from two potential vendors
Taking the next step
We helped the non-profit take the next step toward an informed stakeholder management solution. These efforts support the Ounce’s ultimate goal of providing quality early childhood education and development for children in poverty from birth to age five.
As a result of the CRM assessment, the Ounce has the knowledge and tools that it needs to keep moving forward.
Foundational knowledge: We provided a methodology to assess and build relationships and a foundation to implement a centralized constituent management solution
Solution requirements: The Ounce has the required capabilities—such as costs, timelines, and phased approach options—it needs to implement a CRM solution, and the resourcing requirements needed to ensure continued operation, maintenance, and scope for the platform
“We helped the Ounce boost support for early childhood education by taking the crucial first step toward a robust stakeholder management solution.”