The whole Operating System, start to finish
about 1 month ago • 4 min readThe Chief Fundraiser Operating System Issue #424-minute read Hi Reader, Fourteen weeks ago, I set out to build an operating system for the Chief Fundraiser role. I thought I knew what it would look like. Twelve clean systems. A logical sequence. A framework you could install and run. Here's what I actually built: something messier and more honest than that. The systems are real. But what surprised me — writing each one, testing the language against what we actually do at my organization — is...
READ POSTRight person. Right amount. Right time. Right purpose. Miss one.
6 days ago • 3 min readThe Ask You Should Not Make (Yet) Issue #473-minute read Hi Reader, Jerold Panas spent decades studying why major gifts succeed and why they don't. His framework was deceptively simple: Ask the right person, for the right amount, at the right time, for the right purpose. People often compress it to three variables. Panas was intentional about the fourth. Purpose is what separates technique from judgment. The real signal isn't just getting all four variables right. It's knowing when one of...
READ POSTYour team has KPIs. Nobody owns one.
20 days ago • 3 min readA KPI System People Can Stand Inside Issue #453-minute read Hi Reader, My management team pushed back. Not hard. Not angrily. But clearly. I'd brought them the final piece of a two-year EOS journey: setting our department's One Number. The structure works in three layers: company, department, and individual. The ask was to pick one number that defines development's contribution to the organization. They couldn't do it. Not because they didn't understand. Because one number couldn't hold a...
READ POSTThe risk your revenue dashboard hides
2 months ago • 2 min readYour Forecast Won't Warn You Issue #394-minute read Hi Reader, Two years ago, we learned something the hard way. A corporate donor surprised us by deciding not to renew a seven-figure partnership. By the time it hit the dashboard, the window for recovery was already closing. The system wasn’t broken. It just didn’t warn us. Most fundraising dashboards are built to measure what happened. Very few are built to surface where you’re exposed. That difference matters when conditions change. Why...
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