The Team Leader has a unique role on the Sustainable Funding Team—to coordinate the team’s efforts, not to do all the work!
The biggest challenge for Team Leaders is to delegate tasks to people who are often higher in the organization’s hierarchy, such as their executive director or esteemed board members. However, as your team meets regularly, people will naturally take on parts of the process that they enjoy.
Here are nine tasks that the Team Leader can delegate to other members of the team.
- Managing Ambassadors—if you have a team member who has already been a successful Ambassador, engage her in a new role as an Ambassador Manager, helping new Ambassadors get started and ensuring their success.
- Handling the logistics for the Ask Event or the Point of Entry Events, securing a venue, organizing table rentals, food planning, etc.
- Planning and executing Free Feel-Good Cultivation Events and ensuring that your Multiple-Year Giving Society donors each make it to one such event each year.
- Recruiting successful Ambassadors to be Table Captains and supporting/managing these Table Captains prior to the Ask Event.
- Being the Cultivation Partner for a number of multi-year donors, leading up to a larger Ask.
- Being the “sizzle police” for the Point of Entry Event—making sure your organization’s tour maintains all of the elements that make it sizzling with facts and emotion, each and every time you hold the event.
- Making thank-you/invitation calls to donors.
- Supporting data tracking efforts by being trained and entering data for cultivation contacts with donors.
- Board members on the team can be accountable for keeping the rest of the board informed and actively engaged in your organization’s implementation of the Benevon Model.