๐Ÿš€Proposal 01 - Strategy Sprint
Completed

Donor CircleMVP Blueprint

A strategic 4-hour engagement to transform your vision into a clear, fundable MVP roadmap for revolutionizing university fundraising.

๐ŸŽฏ

Pilot Partner

Spelman College Ready

๐Ÿ“…

Target Launch

May/June Prototype

๐Ÿ’ฐ

Circle Potential

$500K+ per 30-person circle

The Opportunityโœจ

Transforming University Fundraising

Empowering peer-to-peer donor networks to unlock unprecedented giving potential

Key Points

  • ๐Ÿ‘ฅClient: Tycely Williams
  • ๐ŸซProduct: Connect To Give - Donor Circle - alumni giving reimagined
  • ๐Ÿ’ตStatus: Self-funded, seeking MVP clarity
  • ๐ŸŽ“Pilot: Spelman College committed to pilot
  • ๐Ÿ“†Timeline: Investor-ready prototype by June

Journey to Launch

๐Ÿ“‹
Discovery4-Hour Sessions
๐Ÿ”ง
MVP BuildSpelman Pilot
๐Ÿš€
ScaleMulti-Institution
MVP RequirementsPhased RoadmapCost EstimatesAI Co-Builder SetupDecision Framework
Product Vision๐ŸŽฏ

The Donor Circle Concept

A revolutionary approach to university fundraising through organized, high-commitment donor communities

๐Ÿ—๏ธ Circle Architecture

๐Ÿ›๏ธ

Ecosystem = University

e.g., Spelman College

๐ŸŽ“

Institution-wide

๐ŸŽฏ

Purpose-based

๐Ÿ’œ

Affinity-based

๐Ÿ‘ฅ Up to 30 donors per circle

$5K/year ร— 5 years = $500K+ per circle

๐Ÿ‘ฅ

Circle Leaders

Each circle has 1-2 dedicated leaders responsible for:

  • โœ“ Recruiting qualified donors
  • โœ“ Member engagement
  • โœ“ Progress tracking
๐Ÿค

Peer-to-Peer Dynamic

Fundraising driven by alumni networks, not just advancement offices:

  • โœ“ Social proof momentum
  • โœ“ Visible progress tracking
  • โœ“ Community accountability
๐Ÿ’ณ

Compliant Money Flow

App orchestrates, not holds funds:

  • โœ“ Connects to existing portals
  • โœ“ Tracks multi-year pledges
  • โœ“ University maintains control

Data & Intelligence Flow

๐Ÿ“Š

CRM Data

Blackbaud Import

โž•

Enrichment

Consumer Data

๐Ÿง 

Intelligence

Scoring & Recs

๐ŸŽฏ

Output

Donor Prospects

๐Ÿ’ก

Business Model Consideration

Exploring a hybrid revenue model: SaaS subscription fees per institution/circle + performance-based percentage of funds raised. Our engagement will help align pricing with product scope and build a credible financial model.

MVP Scope๐Ÿ› ๏ธ

Spelman Pilot Features

Focused functionality for a successful first launch

๐Ÿ‘ฅ

Circle & User Management

  • Create and manage circles
  • Define purpose, goal, duration
  • Assign circle leaders
  • Add/invite members
๐Ÿ“Š

Data Integration

  • Blackbaud CRM connection
  • CSV upload option
  • Key attribute mapping
  • Basic donor qualification
๐ŸŽฏ

Donor Recommendations

  • Rule-based criteria setup
  • Income & giving history filters
  • Affinity tag matching
  • Prospect surfacing for leaders
๐Ÿ“ˆ

Goal & Progress Tracking

  • Pledges per donor
  • Circle progress bars
  • Campaign-wide metrics
  • Multi-year commitment tracking
๐Ÿ‘๏ธ

Visibility & Engagement

  • Donor dashboards
  • Circle member views
  • Real-time progress updates
  • Social proof elements
โš™๏ธ

Admin Controls

  • Institutional admin view
  • Campaign configuration
  • Basic reporting
  • Data exports
๐Ÿ”ฎ

Future Phases (Post-MVP)

Advanced AI modeling, multi-institution marketplace, sophisticated analytics, and expanded integrations will be defined in later phasesโ€”not MVP.

Investment๐Ÿ’Ž

Initial Engagement

A focused strategic block to unlock your MVP roadmap

Engagement Completed

This Strategy Sprint has been successfully completed. The deliverables have been provided and the next phase is ready to begin.

Completed: January 2025

๐ŸŽฏ

Strategy Sprint

$1,500

4-Hour Consulting Block

Completed

What Was Delivered

๐Ÿ“‹Clear MVP feature list vs nice-to-haves
๐Ÿ—บ๏ธPhased roadmap: MVP โ†’ Scale โ†’ Full Vision
๐Ÿ’ฐCost ranges per phase (design, eng, data, ops)
๐Ÿค–AI co-builder workflow setup
๐Ÿ“ŠDecision framework for funding & pricing
๐Ÿ“Prioritized product backlog for June launch

Ready to continue? View the current proposal:

View Phase 1 Proposal
Next Steps๐Ÿš€

Continue the Journey

Phase 0 complete - now let's build the platform

Strategy Sprint

4-hour engagement completed - MVP scope and roadmap defined

Phase 0: Partner-Ready Foundation

Story, pilot offer, and partner hub delivered

03

Phase 1: Platform BuildCurrent

Full web application for donor circles with Blackbaud integration - 12 weeks

04

Pilot Launch & Scale

Deploy with first school, gather feedback, onboard additional institutions

โ†’

Next: Phase 1 Platform Build

With Phase 0 complete, we're ready to build the full donor circle platform. Phase 1 delivers a production-ready web application with Blackbaud integration in 12 weeks.

FAQโ“

Common Questions

You'll have complete clarity on your MVP scope, phased roadmap, and cost estimates. From there, you can choose to move forward with development (with us or another partner), seek funding with your new materials, or continue refining using the AI co-builder workflow we set up.

Blackbaud is the most common CRM in higher education advancement offices. Starting here gives us the broadest compatibility for pilot partners like Spelman, with clear paths to add other CRMs in future phases.

We'll show you how to use AI tools to continue refining your product specs, user stories, Figma screens, and investor pitch materialsโ€”even outside our sessions. You'll have a repeatable process to keep building independently.

Absolutely. The deliverables are designed to give you the clarity and materials you need to communicate your product vision credibly to investors, pilot partners, and potential technical collaborators.

The Strategy Sprint is designed to deliver maximum value in a focused block. If deeper engagement is needed, we can discuss additional consulting or move directly into a development phase based on our findings.