Board Action Plan

Board Action Plan

The Board Action Plan allows Nonprofit organizations to work closely with their Board Members to develop a Fundraising plan with concrete actions for each member. This allows Nonprofits to assign and track fundraising activities related to their Board Members and move towards greater engagement and accountability.

The Board Action Plan is part of Xceede Solutions Inc.’s suite of offerings aimed at helping Nonprofits build Sustainable Fundraising Strategies through deeper Board of Directors engagement and involvement in the overall fundraising activities of the organization. This app is native to the Salesforce Platform™.

Board Engagement Plan & Goals

Establish an annual plan for the Board Members to assist in fundraising by leveraging their personal and professional networks. Over assign your targets to ensure that the overall goal is met and measure the progress of your plan using various Fundraising Metrics.

Board Member Action Items

Assign concrete goals to each Board Member and work with them to draw up a set of Action Items and appropriate timelines. Allow your fundraising staff to work closely with the Board Members in order to facilitate the various “asks” on behalf of your organization.

Reports & Dashboards

Review the progress of the fundraising activities and board engagement through various reports and dashboards. Measure progress against the goals and see which Board Member is leading the way!

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