1.Complete the Survey .
We walk your team through a comprehensive survey.

2. Create the Baseline.
We help your organization establish an engagement baseline.

3.Build the Engagement Action Plan.
We define the practical actions for your organization to take to move forward!


How does it work?

We analyze engagement factors including:

  • WHO are you engaging? (Your organization engages more than simply donors!)
  • WHAT delivery methods are you utilizing to engage?
  • WHEN and with what frequency are you engaging?
  • WHERE are you engaging? (online, mobile web, social media, print, events, other)
  • HOW are you engaging? (Manipulative techniques? Effectiveness?)

  • Upon completion, we will have established an engagement baseline that outlines your areas ofstrength, weakness, and opportunities.

  • From this baseline, we develop your Engagement Action Plan that includes both short-term steps and long-term actions, to reach your organization’s goals.