Sample Retainer Scope of Work

Retainers range from 2 to 20 hours per week. Engagements are a minimum of three months.

Campaign strategy

1. Provide campaign roll-out recommendations, including milestones for priority actions.
2. Co-develop a communication calendar and production plan.
3. Co-develop communication strategies to maximize engagement and donor participation.
4. Lead creative content planning sessions to ensure messaging and storytelling are timely, relevant, and produced on schedule. 
5. Support campaign from inception to launch, providing weekly strategy meetings.   
6. Support for a campaign launch event.

Broad-based fundraising (Annual Giving)

1. Provide direct response recommendations.
2. Co-develop a solicitation calendar and production plan.
3. Co-develop communication strategies to maximize engagement and donor participation.
4. Lead quarterly creative content planning sessions to ensure messaging and storytelling are timely, relevant, and produced on schedule. 
5. Support engagement and solicitation campaigns through weekly strategy meetings.   
6. Support for a day of giving event.

Engagement (Membership)

1. Provide awareness, cultivation, and retention recommendations.
2. Co-develop a communication calendar and production plan.
3. Co-develop communication strategies to maximize depth of engagement and retention.
4. Lead quarterly creative content planning sessions to ensure messaging and storytelling are timely, relevant, and produced on schedule. 
5. Support signature engagement campaigns through weekly strategy meetings.   
6. Support signature engagement events.

Team development

1. Co-develop streamlined workflow processes to enhance efficiency and productivity.
2. Assist in strategic planning to align processes with organizational goals.
3. Provide coaching and mentoring to improve team dynamics and performance.
4. Provide change management strategies for implementing process improvements.
5. Promote a collaborative culture within the organization.