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Strategic Planning Tool
Capital Campaign
Clarity Worksheet
Clarity Worksheet
Work through each section honestly. This isn't a pitch document — it's a thinking tool designed to help you discern whether a capital campaign is the right move, and what it will take to succeed.
1
The Why
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2
The What
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3
Readiness
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4
Funding
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5
Risks
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6
Commitment
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7
Summary
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1
The Why — Mission Alignment
A capital campaign must be rooted in a clear, compelling reason that connects directly to your mission. If the "why" isn't strong, the campaign won't sustain itself.
Be concrete. Write it the way you'd explain it to a neighbor.
Names, ages, neighborhoods, numbers. The more specific, the stronger the case.
2
The What — Project Definition
Get specific about what this campaign will fund. Vague goals create vague campaigns — and vague campaigns lose donors.
Address, square footage, capacity changes, number of people served — whatever is known.
3
Organizational Readiness
These items drive your readiness score. Assess honestly — a weak foundation can derail even a compelling campaign.
Leadership & Governance
Financial Infrastructure
Community & Donor Relationships
4
Funding Strategy
Capital campaigns are won through lead gifts, not mass small donations. A well-structured gift table is what makes campaigns work.
A strong lead gift — typically 10–20% of the total goal — signals credibility and builds momentum.
5
Risks & Honest Alternatives
Naming risks early is how you plan around them — and how you know whether a capital campaign is truly the right path right now.
6
Commitment & Organizational Capacity
A capital campaign is a major undertaking. Being honest about capacity now prevents costly missteps later.
7
Readiness Summary
Based on your Section 3 checkboxes, here is your current campaign readiness score. A starting point — not a final verdict.
Campaign Readiness Score
Complete the 12 governance & infrastructure items in Section 3 to see your full picture.
0
out of 12
0%
Complete Section 3 to see your assessment
Check the boxes in Section 3 and your readiness picture will appear here.
Ready to discuss your results?
Bring this completed worksheet to your next consultation with RightTouch Solutions. We'll walk through your answers together and map out the clearest path forward — whether that's launching, building toward launch, or exploring an alternative approach.
RightTouch Solutions · righttouchsolutions.com · Fort Worth, TX
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