Free Resource
The Fractional Leadership Readiness Checklist
Ten questions to know whether interim or embedded senior fundraising leadership is the right move for your organization right now. Answer honestly — there's no wrong answer, just a clearer picture of where you stand.
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- 1
Is your development director role vacant, or likely to become vacant within the next six months?
- 2
Has fundraising leadership turned over more than once in the past three years?
- 3
Is your executive director or board currently absorbing fundraising leadership duties on top of their own role?
- 4
Do you have donors capable of significant gifts without a clearly assigned relationship owner?
- 5
Are you planning a campaign, capital ask, or major growth push in the next 12 months without senior fundraising leadership in place to lead it?
- 6
Has staff turnover or burnout affected donor retention or your team's capacity to manage relationships well?
- 7
Are your moves management, prospect research, or stewardship processes inconsistent or undocumented?
- 8
Would two to three days a week of senior-level fundraising leadership solve more of your problem than a full-time hire you're not yet ready to recruit for or fund?
- 9
Do you need to bridge a leadership gap while you recruit for a permanent hire, without pausing donor relationships in the meantime?
- 10
Is your board asking why fundraising isn't growing, without a clear answer for what's missing?
Three or more "yes" answers is a strong signal that fractional or interim fundraising leadership is worth a conversation — before a vacancy or a stalled campaign forces the decision.
This isn't a formula — it's a starting point. Every organization's context is different, and a short conversation will tell you more than any checklist can.