STEP 1: Contact Decision Makers
Once you've completed all the preparation in the Getting Started section, you're ready to start reaching out to decision makers!
At this stage, the ultimate goal of contacting leadership is to establish a good working relationship and schedule a meeting with them where you can present your ask.
Use the Contacting Leadership Templates for samples of messages you can send to decision makers, and follow the Contacting Leadership Flowchart for advice on how to proceed depending on how they respond.
Once you've secured a meeting, move onto the next step: Preparing a Presentation.
Let us know!
Keep us posted on how your institution responds to your request for a meeting.
STEP 2: Prepare a Presentation
Your presentation to decision makers is your first opportunity to explain your ask and convince them of its importance. We've prepared a sample presentation you can download below, but if you decide to make your own, be sure that it does the following:
makes a compelling case for your ask
explains how and why your ask benefits the institution
addresses possible barriers or misunderstandings
Let us help!
Need help preparing for your presentation? Let us know by filling out the form below and we'll be in touch to see how we can support you!
HOW CAN WE HELP?
Send us an email below or at and our team will get back to you!
Balanced is a registered 501(c)3 nonprofit.
We depend on the generous donations of our supporters to provide you with resources like this toolkit.
Please donate to help keep our programs free and available to all.