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SHORT TERM |
Step 3: Prioritize. We take great care and time on this step in the process. Many times this open dialogue leads to a revisiting of steps 1 & 2. It goes without saying the output from this step drives the rest of the process flow. |
ADMIN. NEEDS |
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LONG TERM |
The donors' legacy and intent is examined against all current and future priorities discussed and defined. The priorities forth by the board members are the building blocks for any reengineering and/or recommendations made later in the process. Very often, the next or future generations have valuable input and insight at this stage of the discussions. |
DONOR LEGACY |
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