Taking Engagement Seriously – Developing an Engagement Journey

Developing an Engagement Strategy

Nonprofits are continuously presented with opportunities to engage with constituents – partners, volunteers, advocates, donors, the beneficiaries of the mission and more. While some organizations rise to the challenge and provide a rich engagement experience to those seeking to connect, other times organizations miss an opportunity to meet constituents with the right type of engagement at the right time. Those missed opportunities can translate to loss of connection, loss of dollars, loss of goodwill and loss of motivation to do more with the organization. To help nonprofits understand the impact this can have, Heller has created the paper Taking Engagement Seriously to explain how to develop an Engagement Strategy, and clarify how it can influence how your organization approaches all of your constituent engagement efforts. We covered the first step in planning an engagement strategy in our blog post on the CRM System. Step two focuses on developing an engagement strategy.

An engagement strategy is an outline or “journey map” that guides your organization to truly serving your constituents’ needs while you strive to meet your organizational goals. This can be challenging for organizations at any stage in their development. Organizations in a growth phase struggle to make the increased investments in sophisticated technology, while established organizations can struggle with creating a personal and relevant experience.


While we know we need to treat and engage with our supporters better – never before has that need become such an urgent mandate. The commercial sector is investing in technologies and strategies that have heightened consumers’ expectations for relevant, personal and important information whenever they want it. Taking Engagement Seriously goes into detail on the following topics to help you create an effective engagement strategy.

    • Obtaining the “360-degree-view” of the constituent
    • Strategy and content before technology
    • Choosing which channels work best for your constituents
    • And more!

For more information on developing an engagement strategy to align your organization and advance your nonprofit’s mission, head to the Heller Consulting website to download the free paper, Taking Engagement Seriously.

Jump to Taking Engagement Seriously!
Emma Shipley

About Emma Shipley

I have always held a passion for community involvement, fundraising, and volunteering, which has brought me in touch with a number of nonprofit organizations. During my time at Indiana University, I worked with the City of Bloomington Volunteer Network to connect citizens with their ideal volunteer experience while promoting volunteerism in the community. In addition, I spent the summer of 2012 working as a mentor for adolescent girls ages 5-15 at Girls, Incorporated of Monroe County. I received my degree in Journalism with a focus in Marketing and Visual Communications. In my free time, I enjoy live music, visiting farmer’s markets, trying new recipes, and exploring Chicago.

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