fm's information packet
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FOCUS MATTERS DELIVERS
1. Higher pledge-fulfillment rates, better workflow efficiency, and greater productivity .
2. Effective tools and knowledge to maximize conventional money, expand the giving base, and engage raisers.
3. Customizable services to effectively address fundraising barriers and operational choke points.
4. Simple yet effective strategies and tactics to proceed smarter, faster, and with less resources.
5. FOCUS: Structure, accountability, and ROI logic.
OKC OFFICE 405-630-6644 DC OFFICE
202-630-5416 RALEIGH OFFICE
919-389-3895 EMAIL
[email protected] WEBSITE
thefocusmatters.com
Success requires first expending ten units of effort to produce one unit of results. With the right system, you track what is working, and by ‘focusing’ that momentum, you will produce quickly ten units of results with each unit of effort—
Michael Thomas Hayden, Co-Founder of Focus Matters, LLC
SYSTEM Results-based Discipline That Drives Efficiency
1. The FOCUS SYSTEM effectively aligns staff ’s performances for operational advantages and higher productivity.
2. Utilizes good targeting, accountable tasks, coordinated deadlines, personal contact, and programmed follow-ups.
SCOPE Build, Coordinate, and Leverage
1. Provide or train staff, then build and manage systems and processes.
2. Create finance plan that coordinates appropriate funding mechanisms and structures.
3. Leverage fundraising efforts for optimal strategic gain and value added outcomes.
STYLE Track, Evaluate, and Collaborate
1. Its net, not gross. Savings “virtually” guaranteed. Results “systematically” achieved.
2. Often experts identify problems but offer few “choke point” solutions other than “Call More”. Not us— We Identify. We Solve. We Proceed to Succeed.
ONE STOP SHOP
Digital, New Media, and Direct Mail Services
Immediate Call Time Services
Finance Director Placement
Project Oversight with Evaluation and Control
Scalable Staffing and Service Options:
For Smarter Capacity Building
Sophisticated Finance Database
Creative Services: For Better Appeals
I personally saw the discipline and results they brought to NC Governor
Bev Perdue’s fundraising.— Richard Sullivan,
DGA’s Finance Chair
They’re the best at planning the work and then working the plan.—
Joe Dorman, 2014 Candidate for OK Governor
SMALL%CAMPAIGN%
MEDIUM%CAMPAIGN%
LARGE%CAMPAIGN%%
OUTSOURCED SERVICING FOR PRODUCTION NEEDS
1. Scalable Staff Augmentation From Virtual Help 2. Back Office Tools and Equipment For Productivity
Enhancement 3. Special Services To Enhance Solicitation Progression
Call1Room1In1A1Box%Start%Working%With%Virtual%Help%
Within%72hrs.%
Consultant%Interacts%Regularly%%
SMART CAPACITY BUILDING!
Build Appropriately for time, need, and scope..!
Full%Service1%On%Site%Staffer%
SUPERVISION�SERVICES�STYLE�
ROI$$Decision$Making$
!On0Demand$Value0Added$
$
Call0Room0In0A0Box$!
Reduces!Overhead!Expenses!
Strategic$Consul=ng$
Tradi=onal$Finance$Management$
On0going$Oversight$By$Senior$Staff$
!
We$Provide$Staffer$$$or$$$$$$$
You$Hire,$We$Train$
FINANCE MANAGEMENT�It’s all about NET, not GROSS!
On1Site!Finance!Director!
!!!!!!
Utilize strategies and funding mechanisms appropriate for
the project’s scope. ________________________
Incorporate clever
workarounds and tactics for incremental gains with Time
and Savings.
!!On1Site!or!Virtual!Visits!
Virtual$Staffer$
!Gap!Fillers!Or!!Enhancers!
On1Site!or!!Virtual!Visits!
!
Candidate with Typical Operation Focus Matters' Client
HERE’S WHY…
With broad-based expert i se , structured best practices, effective tools, tracking services, clever workarounds, and customizable, value-added services, FOCUS MATTERS is designed to help clients:
• Save Precious Time • Boost Staff Productivity • Increase Pledge Fulfillments • Develop Capacity Quicker • Decide Smarter for Greater
Strategic Gain, Utilizing ROI Evidence.
METRICS(GRID(AND(RESULTS(DASHBOARD(
Visual: Highlights Specific Progress Measures For The Team To See. Brings Accountability To Light.
Purpose: A Tool For Corrective Measures And Quality Control. “ROI” Decision-Making In Business Context. Strategic Evaluation From Consultant Shared With Internal Stake Holders For Alignment Purposes. Update: Daily.
FOCUS SYSTEM DISCIPLINE�
EXCEEDING(
ACHIEVING(
INADEQUATE(
On-going Tracking: Inputs, Outputs and Functional Activities Converted to Process Measures. !Consultant Conducts Weekly Strategic Evaluations and Provides Modification Recommendations.!
!!
.!
JUSTIFY(THE(NEED(
IDENTIFY(THE(CONSTRAINTS(
PLAN(THE(WORK(
WORK(THE(PLAN(
MANAGE((PERFORMANCE(
DESIRED(RESULTS(
CRITICAL(PROGRAM(MANAGEMENT(
FOCUS MATTERS PLAN�KEEP IT SIMPLY AND SMART�
GOALS Protect Legal Standing Maximize Conventional Money Expand The Giving Base Engage Raisers Manage Perceptions Strengthen Relationships Message Integration High Team Efficiency Smart Coordination of All Efforts !!COMPONENTS Specific Asks Measureable Actions Analytical Tracking Relevant Message Tangible Deliverables Effective Tactics Scalability Time Sensitive
TACTICS
OUTREACH MECHANISMS
PITCH AND NARRATIVE ARCH
TARGETS AND RELATIONS PROGRAMS
ORGANIZATION’S OBJECTIVES, SCHEDULE, AND CAPACITY
DISCIPLINE CREATED BY USING OUR SYSTEM FINANCIAL OPTIMIZATION CREATED BY A UNIFYING SYSTEM !
HIGH$FUNCTIONING$ORGANIZATION$
!
Strategy(with(Assessments(
Metrics(Mapping(
(Tasks(with(Deadlines(
(Processes((with((Ac:vity(Measures(
Reports(with(Performance(Reviews((
(Evalua:ons(with(
Correc:ons(
BENEFITS$Focus:(Clear(Direc:on(And(Accountability.(
Performance:(High(Func:oning.(
Unity:$$Organiza:onal(Collabora:on(And(Alignment.!
(
FOCUS SYSTEM�
�(A SAMPLE OF THE PARTNERS’ PREVIOUS CLIENTS)�
! Former Lt. Governor Jari Askins, OK
! Former Governor Bev Perdue, NC
! Former Governor Brad Henry, OK
! Former Lt. Governor Bill Halter, AR
! Former Governor Tom Vilsack, IA
! Former Governor Mike Easley, NC
! Former Governor Bill Richardson, NM
! Former Governor Jim Hodges, SC
! Former Governor Don Seigleman, AL
! Former Congressman John Spratt, SC
! Congressman David Scott, GA
! Former Lt. Governor Lucy Baxley, AL
! Former US Senator Chris Dodd, CT
! Oklahoma Democratic Party
! North Carolina Democratic Party
! South Carolina Democratic Party
! New Mexico Democratic Party
! NC Secretary of State Elaine Marshall, NC
! Former Congressman Bob Clements, TN
! Former SC Sec. of Ed. Inez Tenanbaum, SC
! TN, SC, AR and OK Lottery Campaigns
! Former College of Charleston President Alex Sanders, US Senate Campaign, SC
! Columbia’s Mayor Steve Benjamin, Attorney General’s Campaign, SC
! NC Beginnings
! NC Diabetes Association
! Click It or Ticket, SC
! Former State Senator Tommy Moore, Governor’s Campaign, SC
! Former State Senator George Jepsen, Governor’s Campaign, CT
! Former OK State Rep. Joe Dorman
! Former SC’s Secretary of Education, Inez Tenenbaum
! Former Congressman John Spratt, SC
! Congressman Jim Clyburn, SC
PARTNERS’ ACCOMPLISHMENTS Over $240M Raised to Date
10 Incumbent Governors and 10 Congressional Members Presidential to Some of the Most Competitive Statewide Races