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2 strategies and tactics for Fundraising

What is Fundraising strategy?

Team success often hinges on the ability to develop and implement effective strategies and tactics. It's a bit like playing chess, except that you have more than 1 player on each side.

Finding the right Fundraising strategy can seem daunting, particularly when you're focused on your daily workload. For this reason, we've compiled a selection of examples to fuel your inspiration.

Copy these examples into your preferred tool, or utilize Tability to ensure you remain accountable.

How to write your own Fundraising strategy with AI

While we have some examples available, it's likely that you'll have specific scenarios that aren't covered here. You can use our free AI generator below or our more complete goal-setting system to generate your own strategies.

Fundraising strategy examples

You will find in the next section many different Fundraising tactics. We've included action items in our templates to make it as actionable as possible.

Strategies and tactics for fundraising for Seed-Level SaaS

  • ⛳️ Strategy 1: Build a compelling pitch

    • Develop a clear and concise elevator pitch
    • Create a comprehensive pitch deck highlighting the problem, solution, market opportunity, traction, and team
    • Prepare a detailed financial model showing projected income statements, cash flow statements, and balance sheets
    • Include testimonials and case studies from early users or clients
    • Rehearse the pitch with your team and seek feedback to refine it
    • Record a video version of the pitch for digital platforms
    • Tailor the pitch to the investor's profile, focusing on what they care about most
    • Prepare for common investor questions and objections
    • Gather all necessary legal documentation and compliance records
    • Practise storytelling techniques to make the pitch memorable and engaging

  • ⛳️ Strategy 2: Identify and engage with potential investors

    • Research and create a list of potential seed investors, including angels, VCs, and crowdfunding platforms
    • Leverage your network to find warm introductions to potential investors
    • Send personalised emails to each potential investor outlining why you believe you're a good fit
    • Attend industry events, meetups, and conferences to connect with investors
    • Participate in pitch competitions to gain exposure
    • Utilise LinkedIn and other social platforms to expand your network
    • Engage with online communities and forums related to your industry
    • Create content (blogs, videos, social media posts) that demonstrates your expertise and market potential
    • Follow up persistently but respectfully with potential investors
    • Keep potential investors updated with progress reports and milestones

  • ⛳️ Strategy 3: Demonstrate traction and market validation

    • Launch a minimum viable product (MVP) to gather user feedback
    • Implement analytics to track user behaviour and engagement
    • Collect and share key performance indicators (KPIs) that demonstrate traction, such as user growth, retention rates, and revenue
    • Build case studies showcasing early successes and user benefits
    • Secure letters of intent or pre-orders from potential customers
    • Offer free trials and gather testimonials from users who experienced your product's benefits
    • Conduct market research to validate demand and identify pain points
    • Develop strategic partnerships or collaborations to expand reach
    • Show evidence of a scalable go-to-market strategy
    • Continuously improve the product based on user feedback to show adaptability and commitment to growth
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Implement these strategies

Strategies and tactics for creating a communication canopy strategy for school

  • ⛳️ Strategy 1: Integrate AAC methods

    • Identify and procure appropriate AAC devices and tools for students
    • Provide training for staff on using AAC devices effectively
    • Incorporate AAC use in daily classroom activities
    • Develop personalised AAC plans for each student requiring such support
    • Conduct regular assessments to evaluate the effectiveness of AAC usage
    • Engage parents in the AAC training process
    • Create visual aids and communication boards around the school
    • Promote peer-involvement in using AAC with students
    • Host workshops and information sessions on AAC for the school community
    • Collect feedback from students, parents, and teachers on the AAC implementation process

  • ⛳️ Strategy 2: Implement TEACH approach

    • Educate staff on the principles and techniques of the TEACH methodology
    • Develop structured classroom environments that support the TEACH approach
    • Create visual schedules and routines for students
    • Use task analysis to break down complex activities into manageable steps
    • Promote the use of work systems to enhance student independence
    • Provide consistent and predictable classroom environments
    • Tailor teaching practices to meet the individual needs of each student
    • Regularly monitor and evaluate student progress with TEACH methods
    • Foster collaboration between teachers, parents, and specialists
    • Share success stories and best practices with the school community

  • ⛳️ Strategy 3: Adopt the SCERTS model

    • Train teachers and support staff on the SCERTS framework
    • Develop Individualised Education Programmes (IEPs) based on SCERTS goals
    • Incorporate social communication goals into daily classroom activities
    • Use emotional regulation strategies to support student engagement
    • Create opportunities for interactive and cooperative learning
    • Implement sensory supports to accommodate individual sensory needs
    • Promote student self-advocacy through the SCERTS approach
    • Organise regular team meetings to review and adjust SCERTS-based practices
    • Engage families in understanding and applying the SCERTS model at home
    • Monitor and document progress to ensure the effectiveness of SCERTS interventions

  • ⛳️ Strategy 4: Highlight the importance of effective communication

    • Develop a curriculum module on the fundamentals of communication
    • Design informational materials highlighting the role of communication in learning
    • Conduct workshops and seminars on 'how and why we communicate'
    • Create role-playing activities to practice communication skills
    • Showcase successful communication strategies and student achievements
    • Involve speech-language pathologists in classroom activities
    • Cultivate a school-wide culture that values and respects all forms of communication
    • Encourage student presentations on communication topics
    • Disseminate research and articles on the benefits of effective communication
    • Create support groups for students and parents to discuss communication challenges and successes

  • ⛳️ Strategy 5: Address funding resistance and silence

    • Develop a comprehensive report detailing the need for communication resources
    • Engage with local authorities and explain the impact of communication support on student outcomes
    • Organise fundraising events to supplement funding gaps
    • Create a community coalition to advocate for better funding
    • Present case studies demonstrating the effectiveness of the current strategies
    • Host open forums to discuss financial constraints and potential solutions
    • Provide transparency on how funds are being utilised for communication enhancements
    • Seek partnerships with local businesses and organisations for support
    • Mobilise parents and the community for a letter-writing campaign
    • Submit grant applications to relevant foundations and educational institutions
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Implement these strategies

How to track your Fundraising strategies and tactics

Having a plan is one thing, sticking to it is another.

Don't fall into the set-and-forget trap. It is important to adopt a weekly check-in process to keep your strategy agile – otherwise this is nothing more than a reporting exercise.

A tool like Tability can also help you by combining AI and goal-setting to keep you on track.

More strategies recently published

We have more templates to help you draft your team goals and OKRs.

Planning resources

OKRs are a great way to translate strategies into measurable goals. Here are a list of resources to help you adopt the OKR framework:

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