360 Win™ Toolkit


Below you will find links to additional materials


Chapter 1 

  1. Wellbeing Quick Assessment and Self Coaching Guide

  2. Video (hyperlink): Relationship Building for Prosperity® Model

Chapter 2

  1. Interview for a Donor Prospect

  2. Introduction to SMART Goals

  3. A (Very)Deep Dive into Goal Setting: SMART (Quantitative) Goals and Qualitative Goals Applied to Stakeholders, Including You!

Chapter 3

  1. Additional StOrientation™ Materials

  • Key Elements of a Story Ambassador Role Description

  • Detailed agenda for the StOrientation™, after the demo 

  • Supporting the storyteller team to feel and function like a team

2. Interview for Board/Committee Members and Volunteers

Chapter 4

  1. Board Orientation and Retreat Sample Agenda

Chapter 5 

  1. Donor Strategy Session Guide

  2. Strategy Map 

  3. Story Paths of Head Heart Hands

  4. Team Action Tracking Form

Chapter 6

  1. An “inspiring” Harvard Business Review article about inspiration that will support you in thinking about and moving in the direction of your inspiration.  Why Inspiration Matters    

Chapter 7 

  1. Your success log (or potential Ta Dah list)

  2. Clarifying your quantitative and qualitative goals if you haven’t yet done so.

  3. Your 360Win™ Planning and Evaluation for Results Chart

Chapter 8 

  1. What might come before a solicitation

  2. Strategies to encourage an offer of a gift vs asking

  3. A Donor Case Study to Practice Preparing for the Ask

  4. Donor Engagement Mindset Assessment (DEMA)