FundSvcs Community

 View Only
Expand all | Collapse all

Campaign Volunteers, structure, and roles, etc...

  • 1.  Campaign Volunteers, structure, and roles, etc...

    Posted 6 days ago
    Hello All,

    We (Brandeis) are planning on launching a campaign in the year ahead and are revising our volunteer structure, plans, roles, etc… I’d welcome any sharing of volunteer structures and/or roles and descriptions. I’ve perused the site and reviewed what I could but would welcome any materials you might have.

    Thanks in advance!


  • 2.  RE: Campaign Volunteers, structure, and roles, etc...

    Posted 6 days ago
    Stephen, will you hire a consulting firm to help you with the campaign? Those firms often propose volunteer structures they prefer after they conduct your readiness assessment. The firm will also develop volunteer handbooks or proprietary training materials. So, you might wait to engage with that firm before doing too much to change the internal structure.

    Often, there will be a "Campaign Cabinet" during the very early stages of the "quiet" phase of the campaign. This is a small group led by institutional leadership with only a handful of donors who have made substantial commitments (lead donors) and will help the institution prepare for a broader push both in fleshing out campaign details based on your campaign plans and to identify others to participate in a broader Campaign Steering Committee.

    With campaign planning well underway and key donor volunteers identified, you often establish this committee with the Cabinet as its nucleus and another two dozen or so more. Here, you must be careful to keep the Steering Committee manageable. The larger they are, the harder they are to manage! Think how difficult (sometimes) it is to staff and manage your board! Meeting frequency for this group won't be as often as the Cabinet. Some organizations will time these meetings with the regular Board meetings.

    From here, you may establish sub-committees with a Chair(s) reporting to the Steering Committee. Again, Counsel will lend advice as to the right number and purpose. The committees could be established by geography, donor type,  campaign purposes and programs, and other logical constructs.

    I prefer a limited use of volunteers under one campaign structure. When you add Campaign Advisory Committees for different purposes, the lines of authority and purpose become blurred. I'd try to stick within the Campaign Steering Committee structure with sub-committees focusing on those niches rather than creating additional "boards" that require more leadership and internal staff resources.


    John H. Taylor
    John H. Taylor Consulting, LLC
    2604 Sevier St.
    Durham, NC   27705
    919.816.5903 (cell/text)

    Serving the Advancement Community Since 1987

  • 3.  RE: Campaign Volunteers, structure, and roles, etc...

    Posted 5 days ago
      |   view attached

    Thanks for the detailed response! We did engage a firm for the feasibility etc... KublerWirka, which has been excellent to work with. They've recommended the framework/structure so I am just hoping to round things out with descriptions, roles, expectations.

    We are thinking of it exactly as you note - with an executive committee that drives the work and is hierarchically responsible for subcommittee/priority driven work.

    I have the framework together with supporting materials - unbranded the pdfs attached. Would welcome feedback you and others might have!

    Glad to see the listserv alive and well!