Business Document Design

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Hi there!

I have ***attached*** a sample business document to give you an idea of how your paper should look.

This document is called a Strategic Work Plan or sometimes just Strategic Plan. Good luck!

PHILOSOPHY STATEMENT, GOALS AND OPERATING PRINCIPLES

PHILOSOPHY: The Assistant Director of Development is responsible for administering, managing and supporting activities related to HMI's Development and Fundraising functions in coordination with the Executive Director, the Associate Executive Director of Development and the Development Committee of the Board of Directors. These activities include but are not limited to the following: events, individual giving, individual donor foundations, bequests and legacies, mailings, communications and campaigns, and data management.

GOAL 1: Individual Giving

GOAL 2: Event Management

GOAL 3: Marketing and Communications

OPERATING PRINCIPALS: The following abilities ensure the achievement of all goals, objectives and outcomes:

• Exceptional administrative, organizational, and time management skills
• Ability to exercise independent judgment when appropriate
• Strong decision-making skills and proven ability to manage complex information and budgets
• Interpersonal communication skills.

STRATEGIC OUTLINE

GOAL #1: Individual Giving - Hetrick-Martin will implement new and expand existing donor recruitment strategies to raise $xxx over the next 18 months.

OBJECTIVE #1: Implement a comprehensive major donor campaign.

TASKS
A) Increase Mentors Circle participation by identifying, segmenting, and aggressively recruiting prospects from the existing database.
B) Solicit input from stakeholder groups (specifically, the Board of Directors and Development Committee) as the basis for enhancing Mentors Circle initiatives.
C) Continue to target specific mailings (both paper and electronic) to lapsed Mentors Circle donors and to prospects.
D) Clearly define the difference between Major Donors (multiple gifts over the last 12 months totaling $2,500+, or one single gift of $2,500+ associated with an event) and Mentors Circle (a single gift, not associated with an event, of $2,500+ within the last 12 months).
E) Continue personal follow-up to prospects, lapsed donors, and new donors via phone, email, and hand-written notes.

OBJECTIVE #2: Effectively manage the Donate to Educate campaign.

TASKS
A) Focus all lower-level giving opportunities towards the Donate to Educate campaign.
B) Increase productivity of the campaign by actively seeking ...