Assessment & Planning


Zion's Liberty Bell Museum Strategic Planning

Assessment and Planning lays the groundwork for your mission

Every successful development program is built on a strong mission and vision and driven by a carefully developed strategic plan. The strategic plan establishes a roadmap for advancing that mission and prioritizes fundraising efforts. Effective fundraising also requires ongoing assessment and careful planning. MMS Advancement Associates LLC can help. Services include:

  • Audit and readiness assessments. MMS Advancement Associates LLC will carefully evaluate your organization’s current relationships and fundraising programs and make recommendations for improving fundraising effectiveness. An audit advances your programs, services and long-term aspirations by strengthening leadership and management processes and fundraising capabilities. Many clients choose to undertake an audit focused on campaign readiness in advance of a feasibility study. Fundraising audits also can focus on a particular opportunity, such as grant funding, major gifts or a capital campaign.
  • Development planning. A development plan supports your organization’s mission and long-range goals and is essential to a successful fundraising program. As consultants, we are uniquely positioned to help your team identify overarching goals and strategies that will move your program forward. MMS Advancement Associates LLC will lead your staff and volunteers in the development of a plan that addresses your organization’s particular needs with tailored strategies and campaigns to improve your fundraising results.
  • Strategic plan development. MMS Advancement Associates LLC believes that the strategic planning process is as important as the plan because it fosters acceptance of your team’s work. We engage your board and staff to develop a clearly written plan that moves your strategic plan implementation forward with a sense of momentum.
  • Retreat and workshop facilitation. When you need to update your strategic direction, clarify board and staff roles and responsibilities, outline operational plans, or train volunteers or staff to implement new development programs, turn to MMS Advancement Associates LLC. We offer interactive sessions based on adult learning principles to ensure that your participants leave ready for action.

Contact us to learn how assessment planning can help advance your mission and transform lives.

Photo compliments of Zion's Liberty Bell Museum, Allentown, PA