↔️ The Shift: Modernizing Fundraising Operations

This excerpt from "The Shift: Modernizing Fundraising Operations" proposes a significant overhaul of a university's fundraising department. The Executive Summary introduces "The Shift" as a plan to move from siloed, school-specific fundraising to a more collaborative, cross-university approach. The Overview section highlights inconsistencies in workflow across different teams and presents survey results indicating that staff, while apprehensive, are capable of handling change both emotionally and rationally, aligning with the "Elephant and Rider" theory from "Switch: How to Change Things When Change is Hard." Finally, the Proposal outlines concrete steps for implementation, including reshuffling prospect portfolios and introducing a Belonging and Inclusion Group (BIG) to foster a more cohesive and efficient department.