Why should you join my 2020 Goal Setting & Planning Workshop?

In 2018, I made the decision to move from freelance fundraiser practitioner to Consultant, Trainer & Coach

These were roles I had done well and loved as part of my wider fundraising management work. And were the roles I knew I could add most value in

But, I had gained a solid reputation as a Fundraising Director & Capital Appeal leader. I’d got most work by word of mouth and had never had to “sell” me

And, as a seasoned fundraiser, selling yourself does not come naturally. It’s never about you, it’s quite rightly always about the beneficiary, the cause, the Why

So, selling ‘Claire the specialist who could help charities work on their recruitment, wellbeing & retention’ was not something that came naturally. I needed a plan

And, while I’d created many successful plans to move Charity X from A to B, I’d never created a plan about me

After much procrasti-faffing and procrasti-social mediaing, I decided to go back to the tried and tested goal-setting and planning formula I’d used and honed previously and apply it to myself

I started with my goals - 1) to get over myself and launch the Charity wellbeing project I had been toying with for nearly a year; 2) to become as in demand as a consultant, trainer & coach with my ideal charity clients as I was a practitioner; and 3) to look after myself

From here I identified the main blockage currently preventing that from happening - VISIBILITY

And from identifying my word for the year, I then worked through the formula and came up with my month-by-month plan

Did it work?

Conferences spoken at: Pre-2019 0; During 2019 5

Number of training workshops delivered for national providers: Pre-2019 0; During 2019 9

Number of podcast interviews: Pre-2019 0; During 2019 2

Number of wellbeing research participants to date: 659 (over 2 phases)

Number of current paying consultancy & coaching clients: 12


Paid ‘new’ work ✅

Work/life balance ✅

Visibility ✅

Wellbeing ✅

Come and create your plan to move you towards your goals! Wednesday 8th January,

2pm - 5pm (UK time)

Early Discount until 23.30 NYE!

#Fundraiser #charity #2020goals



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