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Planning During Times of Uncertainty

A Tool to Help Advancement Leaders Navigate Change

Advancement leaders are planning in an environment defined by volatility. Federal policy shifts, economic pressure, declining engagement, and public skepticism are forcing teams to make decisions with incomplete information and limited room for error.

This planning tool helps advancement leaders stress-test their strategy against uncertainty. It provides a simple framework to map how priorities, resources, and tactics may need to shift under different future conditions, so teams can act with greater clarity and confidence.

How the tool works

  • Select two variables creating the most uncertainty for your team, such as donor engagement, budget, staffing, or leadership priorities
  • Assess your institution’s current position
  • Explore how your advancement strategy would adapt across four potential scenarios

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