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    Feasibility StudySetup Manual

    Good News Church

    February 2014

    The FOCUS Group, Inc.521 A1A Beach Blvd

    St. Augustine, FL 32080800.324.9117 office

    800.324.8816 faxwww.tfgrp.com

    The FOCUS Group, Inc. 2014

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    February 27, 2014

    Don GuernonDirector of Church OperationsGood News Church1357 Wildwood DriveSt. Augustine, FL 32086

    Dear Don,

    Thank you for partnering with The FOCUS Group to conduct the feasibility study for Good

    News Church s capital campaign.

    This Feasibility Study Setup Manual will serve as a guide for the feasibility study associateand the staff to prepare for the study.

    The feasibility study report will include specific recommendations for moving forward to planand conduct your capital campaign. Our pledge to you is that our research andrecommendations will be at the highest professional level available in fund raising today.While the strictest level of confidence will be maintained with the interviewees, you will receivespecific documentation that serves as the basis for our analysis and recommendations.

    I want to assure you and the leadership at Good News Church, that as we meet with majordonors and others in your constituency, we are keenly aware that we represent you. We will doeverything we can to encourage the respondents interest in and support for your mission.

    From time to time we will give you periodic reports on how the study is proceeding. However,if you have questions or need any additional information at any time, please do not hesitate tocontact me.

    Sincerely yours,

    Brad LaylandManaging Partner and Senior Consultant

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    TABLE OF CONTENTS

    Page

    Glossary of Terms

    Critical Highlights Overview

    Guidelines for Scheduling Interviews

    2

    3

    4-6

    Guidelines for Selecting Respondents for Interviews 7-10

    Guidelines for Leadership Team Making Initial Contact 11-12

    Feasibility Study Timetable 13-16

    Sample Documents

    Interview Schedule Interview Fact Sheet Sample Letters

    Institutional Data Instructions

    17-23

    1819

    20-23

    24-25

    Feasibility Study Associate (FSA) Job description 26-27

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    G LOSSARY OF TERMS

    GNC Good News Church

    TFG The FOCUS Group

    Leadership Team Don GuernonAndy HirkoSmiley SturgisDave Aucremann

    FSA Feasibility Study Associate

    CA Consultant AssociateTravis [email protected](m) 904.540.8881

    TFG Consultants Brad [email protected]

    (m) 904.687.7876

    Ame [email protected](m) 407.492.0215

    Steve [email protected](m) 804.502.5025

    Priority designations:

    Priority 1 Most highly preferredPriority 2 Next level of preferencePriority 3 Candidates for a focus groupPriority 4 Leadership Team

    Specific documents are identified in italics throughout these materials.

    mailto:[email protected]:[email protected]
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    CRITICAL H IGHLIGHTS O VERVIEW (details follow)

    Complete Case Statement. Complete the list offifty prioritized respondents.

    Leadership Team calls priority 1prospective respondents to personallyinvite their participation. Then,invitation letters are sent.

    FSA calls respondentsafter invitation calls aremade to schedule aninterview.

    FSA sends interview confirmation letter and

    case statement draft at least one week inadvance of interview.

    FSA sends completed Interview FactSheet for each respondent to the CA oneweek in advance of interview.

    FSA updates anychanges to the InterviewSchedule in Google docs& notifies CA via emailby the end of the day ofthe change.

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    G UIDELINES FOR SCHEDULING INTERVIEWS

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    GUIDELINES FOR SCHEDULING INTERVIEWS

    1. Develop an interview strategy based on geographic location and priority. Tomaximize the interviewers time and save travel costs , it is imperative to determineand adhere to an overall geographic strategy.

    2. Prioritize respondents with the Leadership Team to determine who to call first.3. Obtain consultants available days to conduct interviews from the CA. 4. Offer consultants available dates to the respondent based on geographic strategy. If

    you have a specific time in mind based on other interviews already scheduled, askthe respondent if they could do an interview during specific times. The scheduleshould be built around priority 1 respondents.

    5. Interview dates should be confirmed at least two weeks in advance in order to helpkeep travel costs as low as possible.

    6. The appointment is not finalized until TFG consultants and CA verify the schedule,taking flights and travel times into consideration.

    7. Send the respondent the Case Statement and Confirmation Letter for the interviewapproximately one week in advance after the appointment is confirmed. TFG hasfound it valuable to send both an electronic and hard copy. Call to confirm receiptof materials and to confirm interview 3 days prior to visit.

    8. Attempt to schedule five or more interviews per day for each consultant. Days withfewer than five interviews must be cleared by the CA.

    9. The FOCUS Group offers extra interview days at the following rate:

    Minimum Charge is Day (4 hours) 2 Interviews is Day (6 hours) 3 Interviews or more is 1 day (8 hours) If an entire day has been reserved, but no interviews scheduled by the

    preceding week, the day may be billed as a full day

    10. The Fact Sheet should be filled out as completely as possible and emailed to the CAwith the directions one week in advance in order to maximize the effectiveness ofthe interview. Include as many phone numbers as possible for each respondent,including the phone number of the interview site and/or the respondents cellphone number. The CA will forward the Fact Sheet and directions to the appropriateconsultant.

    11. Phone interviews are possible, but should be scheduled sparingly. Face-to-faceinterviews are much more effective. Phone interviews are scheduled when arespondent lives in an area where there are no other interviews planned, or forrespondents who are not considered major donors. A respondents lack ofavailability on the scheduled days (i.e., out of town or illness) may necessitate aphone interview.

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    12. Update the Interview Schedule in Google docs and email the CA each time somethingchanges. This information includes: total interviews scheduled, interviewscompleted, and interviews yet to schedule. These updates are important to ensure

    that the contracted number of interviews is completed and to maintain clearcommunication between GNC and TFG.

    TIMING CONSIDERATIONS

    In general, each interview should last approximately one hour. When schedulinginterviews, there are a few considerations to keep in mind that will help ensureconsultants enough space to travel between interviews in a timely manner and to honorthe respondents that agree to participate in the feasibility study.

    1. Consider travel time, parking and additional situations, and commuter traffic inscheduling appointments. Allow at least fifteen minutes as a buffer, in addition totravel time, for traffic, parking, etc.

    2. When scheduling an interview over a meal, please allow for one and a half hours forthe interview.

    3. When scheduling an interview with a couple in their home, please allow for one hourand fifteen minutes for the interview.

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    7

    GUIDELINES

    FOR

    SELECTING

    RESPONDENTS FOR INTERVIEWS

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    G UIDELINES FOR SELECTING RESPONDENTS FOR INTERVIEWS

    The FOCUS Group will be examining four fundamental factors in the feasibility study:

    1. The case statement2. The support for the proposed initiatives3. The leadership potential for the campaign4. The giving potential for the campaign

    As you consider these four factors, focus on the people and constituencies from whomGNC can recruit leaders and raise major gifts . Once you have determined the verybest people to interview regarding these four factors, make sure the selection isbalanced in terms of covering the various influence groups across the GNCconstituencies.

    The process.TFG will be conducting approximately thirty to thirty-five individual interviews orfocus group interviews. In light of this, approximately fifty respondents should beidentified to offset lack of availability of some respondents due to travel or personalreasons. Most of the individual/couple interviews will be approximately an hour.Interviews will take place at GNC or in offices, restaurants or in homes of theinterviewees. Interviews may be scheduled over a meal when appropriate.

    The interview fact sheet.Each interview must be approached with goals in mind related to the factors noted

    above. Each respondent will be asked to comment on all four, but the consultants needto know beforehand in which areas the respondent can best contribute. Thisinformation should be noted on the Interview Fact Sheet.

    Major donors and potential leaders.A minimum of eighty percent of the interviews should be with priority one people whoare targeted as major donors ($100,000 or higher pledged over three years) and majordonors who have the stature and experience to be leaders in the campaign. Hopefullythere will be major donors among the other twenty percent. This latter group isimportant, nevertheless, since by virtue of their association with GNC, they will be able

    to give good insight on the case for the campaign and recommendations for leadership.The best examples of this latter group are executive leadership and current or formerboard members.

    Focus groups.Where appropriate there could be several focus groups. A focus group is equal to oneindividual interview and is appropriate for respondents who are not major donorprospects.

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    Selecting Respondents.When selecting respondents, plan as many interviews as possible keeping the followingthree critical factors in mind:

    Connection/interest: Select people who have a history of relationship toGNC and/or a board member and/or someone on staff.

    Ability: Have clear evidence that they are individuals with substantial networth. "Substantial" should be defined as individuals worth multiplemillions, not simply millionaires.

    Inclination: Have evidence that these individuals have a reputation forgiving in the six and seven figure range.

    Keep in mind that people should be selected who are not only major donor prospects,but also people to whom you can look for active leadership in the campaign. Identifypeople who have networks with peers with similar financial capabilities. Sometimesthese networks will be geared to a particular business or a type of business. In othercases the network will relate to family and social ties.

    In terms of networks, we are not talking simply about relationships, but about peoplewho have used their networks to help benefit a nonprofit organization in a substantialway. We are looking for major donors who have a generous heart and have experiencein giving and inviting others to do what they have done at the level at which they have

    participated.Categorizing respondents.With these thoughts in mind, the categories of respondents are as follows: (80% ofpotential interviewees should fall in categories 1 and 2.)

    1. Major donors (current or lapsed) and prospective campaign leaders

    These should be individuals who are known to have assets in the multiplemillions and have used their resources to give gifts to nonprofits totaling in thehigh five or mid-to upper six figures. Hopefully, a few have given seven-figuregifts.

    This category should include individuals who not only are substantial givers buthave the reputation for going to their peers and inviting them to do what theyhave already done themselves.

    Of the top donor categories, this one should have the majority of respondents.

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    2. Major donors (current or lapsed)

    These are donors who give very substantial gifts, but are not known to takeleadership or participate in asking their peers to give.

    3. Influential friends and prospective friends

    This category includes individuals who are not major donor prospects, but whoare influential as community, church or civic leaders and/or who serve onfoundation or corporate boards.

    4. Foundation administrators/trustees and key "competitors"

    Here TFG is looking for some insight on what is happening in the relatedphilanthropic marketplace over the next few years. We will also get theirreactions on the compelling nature of the GNC case.

    5. Focus Groups

    These should be affinity groups that have a stake in the success of the campaign(alumni, staff, and other must interview ees with limited financial capacity).

    6. Leadership Team

    It will be important to interview Don Guernon, Andy Hirko, Smiley Sturgis andDave Aucremann as part of the Feasibility Study.

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    G UIDELINES FOR LEADERSHIP TEAM M AKING INITIAL CONTACT

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    G UIDELINES FOR LEADERSHIP TEAM MAKING INITIAL CONTACT

    TFG recommends that top prospects be called in advance by the Leadership Team toinvite them to participate in the feasibility study. Typically these calls will be from thePastor or the highest level staff person with the closest relationship and influence.

    When calling emphasize:

    1. The importance of the proposed campaign for GNC as a step that will greatlyenhance your movements effectiveness;

    2. The importance of the capital campaign to achieve the strategic goals;

    3. How essential it is to the study to get candid opinions, advice andrecommendations without having to measure one's words or to be concerned

    about someone's feelings (there is no attribution in the feasibility study);

    4. The value of having experienced, objective fundraising counsel collect the dataand formulate recommendations and campaign plans that will best fit and serveGNCs mission .

    5. Advise that they will be contacted soon by a GNC staff member (the FSA) toconfirm a date and time for their interview.

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    FEASIBILITY STUDY TIMETABLE

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    Good News ChurchFeasibility Study Timetable

    TASK February March April May Comments/Assignments

    I. Begin Research and Prepare Case Statement

    1st Draft Case Statement GNC toassemble draft for TFG review

    GNC staff prepare casestatement draft with TFGcounsel

    TFG reviews, makes recommendations TFG

    2nd Draft Case Statement for Interviews GNC makes revisions inpreparation for interviews

    TFG reviews Final Draft and signs off TFG

    II. Respondents Selection & Invitation (Using compiled interviewee list, schedule 5-6 interviews per day)

    Gather internal data and input allinformation on the Interview Fact Sheets. Ongoing Ongoing FSA

    Leadership to call priority respondents toexplain purpose of feasibility study andprepare candidate for phone call from FSA.

    GNC Leadership Team

    FSA send invitation letters to top preferredrespondents. Goal is to secure 30-35interviews. (A focus group =1 interview)

    Build mailing list, FSA send outinvitation letters.

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    TASK February March April May Comments/Assignments

    III. Preparation and Schedule for Interviews

    Interview Schedule (Consultants need toschedule flights at least two weeks inadvance.)

    CA to provide interview datesto FSA.

    Schedule interviews: Call five business

    days after the invitation letters are sent.Once interview is set, the CA will confirmall interviews with FSA.

    Ongoing Ongoing

    FSA to manage schedule. Emailany changes to CA using theInterview Schedule daily. The CAwill confirm tentativeinterviews.

    FSA sends letter to confirm interview date,time and place, along with case statementdraft. Send one week before interview. Callto confirm receipt of materials and toconfirm interview 3 days prior to visit.

    Ongoing Ongoing FSA

    Complete Interview Fact Sheet for eachrespondent before the interview and sendto the CA one week in advance of

    interview.

    Ongoing OngoingFSA ensures fact sheets are fullycompleted.

    Interviewing approximately 30-35respondents personally, averaging five tosix (5-6) interviews per day and preparingthe data for analysis.

    TFG

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    TASK February March April May Comments/Assignments

    IV. Institutional Data Gathering

    Complete Institutional Data Reports usingelectronic forms for: Giving by Elderboard members, Organization three yeargiving history, Foundation Giving.

    FSA

    Submit Institutional Data Reports electronically to TFG. FSA

    V. Follow Up to Interviews TFG Consultants report wheninterviews are completed. CA notifiesFSA to send thank you letter.

    Ongoing Ongoing TFG ConsultantsCA

    Send thank you letter, with promise ofExecutive Summary Report after Elderboards review and action.

    Ongoing Ongoing FSA to send out letters followinginterviews.

    VI. Report Review Conference Call Pastor and other GNC Leadershipwith TFG Consultants

    VII. Submission of Feasibility Study Report

    Present FS report to GNC Elder Board. TFG Representatives

    Following presentation of the report toElder board.

    TFG advises on preparation ofExecutive Summary Report

    Send each respondent an ExecutiveSummary Report with cover letter. TBD

    FSA to send out ExecutiveSummary Report with cover letterannouncing board action torespondents

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    SAMPLE DOCUMENTS INTERVIEW SCHEDULE INTERVIEW FACT SHEET SAMPLE LETTERS

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    SAMPLE INTERVIEW SCHEDULE

    Interview Schedule

    Date Time Consultant Name Location Contact info Notes Prior(1-

    2/28 8:00AM Ame Bill and Barbara JonesStarbucks Coffee 123 Sesame Street,Anytown, IN 32788

    Cell: 677-345-0000Email: [email protected] 1

    2/28 9:30AM Ame Joe SmithHis office: Sears Building 658 12th Ave, Suite A, Anytown, IN 32788

    Office: 677-345-9293Assts name is Joan

    Office ison 3rd floor

    1

    3/11 3:00PM Steve George and Jillian ClarkTheir home: 5 Sparrow Lane, Chicago,IL 55590

    Home: 589-990-7676 Jillians cell: 589 -993-0988

    Park onthe street 1

    3/11 5:30PM Steve Bob HamptonDinner @ The Chart House: 314 TownsDrive, Chicago, IL 55590

    Restaurant: 589-098-0045Cell: 589-444-9821 2

    3/12 8:15AM Steve Valarie JohnsonPanera Coffee shop: 678 1 st Ave,Chicago, IL 47859

    Cell: 674-987-0321Panera: 589-234-0986 1

    Letters

    Invitation Confirm Thank You Summary

    personal call by Smiley S,Sr. Pastor 3/12 Sent 3/16 Sent 3/30 Delivered 4/5

    personal call by Smiley S,Sr. Pastor 3/13 Sent 3/16 Sent 3/30 Delivered 4/5

    personal call by Andy H,WGV pastor 3/21 Sent 3/24 Sent 3/31 Delivered 4/7

    personal call by Andy H,WGV pastor 3/22 Sent 3/24 Sent 3/31 Delivered 4/7

    personal call by Andy H,WGV pastor 3/23 Sent 3/24 Sent 3/31 Delivered 4/7

    mailto:[email protected]:[email protected]
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    FEASIBILITY STUDY INTERVIEW FACT SHEET

    Date: The FOCUS Group Consultant: ...........

    Respondents Name: Phone at

    Interview:Interview Time: Interview Date: Cell phone:

    Interview Address (If a business or restaurant, include name and/or name of building. If ahome, please note):

    Interview Category:(Please Bold)

    Major Donor Board Pastor/Church Parent

    Exec. Staff Alumni Foundation Faculty Other___________Key information/comments aboutrespondent: priority,closest contact,history withorganization, etc.History of giving: Amount Designation(s)

    2013

    2012

    2011

    Giving capability to proposed campaign: (Please project gift range below & any specific details)

    High Projectionover 3 years

    Low projectionover 3 years Details

    $ ___________ $ ___________

    Has this interviewee documented a planned gift to your institution: If so,When or currently in process:

    Describe type of planned gift:

    Estimated Value:Known major gifts to other nonprofits, current or past, especially to similarorganizations/projects:

    Projected campaign leadership role:

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    Interview Invitation Letter(Lower tiered prospects)

    S A M P L E

    [Date]

    Dear Mr. Smith:

    [Introductory paragraph with ministry highlights]. The Board has approved a feasibility

    study for a capital campaign to

    I want to personally invite you, along with a few others, within the next four weeks toreview a confidential draft of our case statement outlining the proposed campaign forGood News Church. After you receive and review these materials, I am asking you totake an hour to participate in a formal interview setting and confidentially discuss GoodNews Church s proposed campaign.

    I believe it is important to emphasize two things. First, this is not a meeting at whichyou will be asked to make a gift; however, the interviewer will confidentially discuss

    your potential level of support for this new effort. Second, your comments and views onGood News Church and its proposed campaign will be kept confidential, and theresults of the meetings with you and others will be reported anonymously.

    Our [leadership -- use appropriate term, i.e. Board and Administration] have asked TheFOCUS Group, Inc. to conduct these interviews and then to prepare a report withrecommendations. [Someone representing GNC] will be calling you to invite yourparticipation in this very important interview process and to schedule your individualinterview.

    Your taking the time to advise Good News Church through this feasibility study will beextraordinarily helpful. Your insight and advice will be invaluable to us as we planwhat is best for Good News Church.

    Cordially yours [or preferred sign-off],

    [Appropriate GNC Staff Member]Title

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    Interview Confirmation Letter (email)

    S A M P L E

    [Date]

    Dear Mr. Smith:

    Thank you for agreeing to participate in the feasibility study for Good News Church s proposed capital campaign. Enclosed is a draft of the Case Statement. Please review thismaterial in detail in preparation for your interview. Your interview is scheduled to takeplace [date] [time] at [place] with [consultant name].

    I would like to re-emphasize two things. First, this is not a meeting at which you willbe asked to make a gift; however, the interviewer will confidentially discuss yourpotential level of support for this new effort. Second, your comments and views onGood News Church and its proposed campaign will be kept confidential. The results ofthe meetings with you and others will be reported anonymously.

    Our Board has asked The FOCUS Group, Inc. to conduct these interviews and prepare areport with recommendations.

    I am very grateful to you for taking your valuable time to advise Good News Churchthrough this interview process.

    Cordially yours [or preferred sign-off],

    [Appropriate GNC Staff Member]Title

    P.S. If there is a last minute change to your schedule, please contact The FOCUS Groupconsultant [place consultants name and cell phone number here]

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    Interview Thank You Letter

    S A M P L E

    [date]

    Dear Mr. Smith:

    Thank you for participating in the feasibility study for Good News Church s proposedcapital campaign. Your input into this study is invaluable, and I personally would liketo thank you for investing your time to participate.

    Once the feasibility study report has been completed and submitted to the Good NewsChurch Board, you will be receiving an Executive Summary of the report outlining thefindings and recommendations of the study. At any point during this process, I wouldlike to encourage you to call me with questions or additional input that you may have.It is very important that we keep an open dialogue with you as we contemplate thecapital campaign.

    Thank you again for taking your time to advise the board and administration of GoodNews Church through this feasibility interview process.

    Cordially yours [preferred signoff],

    [Appropriate GNC Staff Member]Title

    Note: It is a good idea to have thepastor personally sign this letter andinclude a brief personal handwritten

    note at the bottom of the letter, ex:We really appreciate your participationand time. I look forward to seeing you andyour family soon.

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    Follow-up Letter with Executive Summary

    S A M P L E

    [date]

    Dear Mr. Smith:

    This [winter] you shared your time generously with Good News Church byparticipating in our feasibility study for our proposed campaign. Your gift of time andinterest is greatly appreciated, and I would like to take this opportunity once again tothank you for your insights and ideas regarding our proposed campaign.

    As promised, I am pleased to share with you the Executive Summary of the feasibilitystudy report, prepared for us by The FOCUS Group. Since you care deeply about GoodNews Church, I am sure you will find this Executive Summary to be encouraging.

    If, while reading this report, you find that you have questions or additional commentsthat you would like to share, please call me at xxx-xxx-xxxx ( direct line if appropriate). Iwould appreciate hearing from you.

    You will also be pleased to know, [or,] as you already know the board has voted to

    Thank you again for your time and your support. It is an exciting time for all of us atGood News Church.

    [signoff],

    [Pastor]

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    Feasibility Study - Institutional Data

    The Feasibility Study Report will include a number of specific recommendations related

    to the case, campaign goal, donor prospects, organizational structure, campaignmanagement, etc. By providing the material requested below the analysis andrecommendations in the report will be more tightly focused on the specific next stepsand strategies needed for a successful campaign.

    Direct any questions about these forms and provide electronic copies of the reports andother documents to Travis Stevens [email protected] .

    The Elder Board and Development

    1. Please provide the following:

    a. The number of Elder board members.b. A list of all Elder board standing committees with committee job

    descriptions/purpose statements.

    2. Report each of the last three years of board giving indicating the totals given toannual fund, special projects, endowment, etc. Please indicate the percentage ofparticipation by fund/project and the total dollar amounts by project or fund.

    *An electronic form titled Giving by Board Members will be provided.

    Donor History

    1. Please provide a list of the top 100 donors (do not include deceased donors). Pleaselist in descending order from highest to lowest based on total lifetime giving.

    *An electronic form titled Top Donor List will be provided.

    2. Report separately for each of the previous three years the giving to the annual fund,special projects, and planned gifts indicating the goal, amount received andsubtotals for amounts received in each year by donor constituency.

    *An electronic form titled Three-year Giving History will be provided.

    3. Provide the giving history for any previous capital campaigns in the past ten years.

    *An electronic form titled Previous Campaign History will be provided.

    mailto:[email protected]:[email protected]:[email protected]:[email protected]
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    FEASIBILITY STUDY ASSOCIATE (FSA) JOB D ESCRIPTION

    The Good News Church Feasibility Study Associate (FSA) manages the administrativeportion of the interview process and acts as the liaison between GNC and TFG. Thisperson must be detail oriented and successful at multitasking. Experience in managingcomplex scheduling processes is valuable.

    The FSA plays a critical role primarily during the set up phase of the feasibility study,and the intensity of the work continues for approximately four weeks. The FSA willmaintain close contact with a Consultant Associate (CA*) at TFG over the course of thisperiod. During this crucial set up phase, contact will most likely be on a daily basis.The FSA must have a professional rapport, especially on the phone (99% of contact withrespondents during the set up phase is over the phone.) This phone contact is importantas it can leave a lasting impression and set the tone for the respondents experiencesthroughout the feasibility study.

    Responsibilities include:

    1. Review list of prioritized potential respondents prepared by Leadership Team.2. Fill out Research Request Forms and submit to TFG.3. Enter all names, cities, states, giving history and occupation into the Feasibility

    Interview Schedule. These interviewees include major donors (current and lapsed),present and former board members, alumni, parents, foundations andcorporations, and leadership team. Establish this list in consultation with theLeadership Team and submit to CA for TFG Consultants.

    4. Update Interview Schedule continually and email to CA whenever there is achange.

    5. Prepare and mail Invitation Letters to preselected respondents.6. FSA calls respondents after they have been called by a member of the Leadership

    Team or five days after they receive the Invitation Letter . Once these calls havebeen made, notify the CA that the scheduling process has begun.

    7. Schedule tentative interview dates and times with respondents according toTFGs pre -determined dates. CA will confirm following daily emails from theFSA of the Interview Schedule.

    8. Schedule focus groups. It is preferred to have 6 to 8 persons in each focus group.Each focus group counts as one interview.

    9. Complete the Interview Fact Sheets, soliciting data from key staff or departmentsas appropriate, and email to the CA with specific directions to location ofinterview, at least one week in advance; ensuring that all pertinent data is noted.

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    10. Prepare and mail Interview Confirmation Letters to respondents when interviewshave been confirmed, including a copy of the draft of the Case Statement for theirreview.(Note: It is a good idea to check with the respondents regarding how they would prefer to receivethis material. Faxing or emailing has worked in the past as an alternative to sending a hard copy

    in the mail, if this is what the respondents prefer. Occasionally, the respondents will accidentallytoss materials that are sent via regular mail, especially if they are not specifically looking forthem.)

    11. Arrange for Institutional Data Forms to be completed and sent to TFG staff.12. Make follow up calls to respondents a few days before each interview is to take

    place. Confirm receipt of C onfirmation Letter and draft of the Case Statement, andconfirm the details of the interview appointment. If respondents make ANYchange in interview details, contact CA immediately. Encourage respondent tocontact the consultant directly if time is of the essence and give them theconsultants cell number.

    13. Prepare and mail the Thank you Letters to respondents on a weekly basis as soonas interviews are completed.

    14. Prepare and send the Follow up Letters which will include the boards actions torespondents and enclose copies of the Executive Summary from the feasibilitystudy report.

    *CA for The FOCUS Group

    Travis [email protected]

    mailto:[email protected]:[email protected]