10 Steps to Professional Success
6. Meet with key stakeholder leaders, board members and major donors for advice, counsel and guidance, and determine how these stakeholders will fit in the new organizational plan.
7. Meet privately with each senior management professional, and determine how to use each leader in philanthropy, especially internally, with special emphasis on the CFO.
8. Make regular presentations at meetings of staff and volunteers, and ask these staff leaders to speak publicly, support and reinforce messages.
9. With key directors and managers, present a showcase of their operational programs at service club meetings to spread the word and promote major funding priorities.
10. Create a strategic/operational plan, evaluate it annually, and make adjustments along the way with all parties' input, plus make sure board of trustee financial presentations are simple!
It is critical that you view your new position with a global eye — with both short- and long-term goals in mind. Do not be afraid to talk to your peers and seek "best of class" models whenever possible. Consider implementing a development audit plus SWOT analysis early in your tenure that brings participation by stakeholders to the forefront. They have to understand business is not as usual and new expectations are being created. Make sure you and your CEO are on the same page and you have personal written goals and objectives from day one. Constantly critique your performance, and seek ways to obtain feedback and suggestions. Have a vision for your program at one year, year three and year five, as sample time frames.
Be innovative and flexible. Seek to make adjustments along the way. Be prepared that the major roadblock to your success and organizational success, based upon history, is the ability for institutional cultural change toward the concept of "immersed philanthropy." To make complete change and have everyone's acceptance it takes time, education, trust, faith and, above all, patience. FS
Duke Haddad, Ed.D., CFRE, is currently associate director of development, director of capital campaigns and director of corporate development for The Salvation Army Indiana Division in Indianapolis. He also serves as president of Duke Haddad and Associates LLC and is a freelance instructor for Nonprofit Web Advisor.
He has been a contributing author to NonProfit PRO since 2008.
He received his doctorate degree from West Virginia University with an emphasis on education administration plus a dissertation on donor characteristics. He received a master’s degree from Marshall University with an emphasis on public administration plus a thesis on annual fund analysis. He secured a bachelor’s degree (cum laude) with an emphasis on marketing/management. He has done post graduate work at the University of Louisville.
Duke has received the Fundraising Executive of the Year Award, from the Association of Fundraising Professionals Indiana Chapter. He also was given the Outstanding West Virginian Award, Kentucky Colonel Award and Sagamore of the Wabash Award from the governors of West Virginia, Kentucky and Indiana, respectively, for his many career contributions in the field of philanthropy. He has maintained a Certified Fund Raising Executive (CFRE) designation for three decades.