How to Conduct a Successful Boardroom/Case Study Below is an outline that sponsors should follow when developing their case study presentations.

PLEASE NOTE: We recognize that depending on the focus of your company this suggested outline and approach will vary.

Sponsors should share how customers are being successful within their target markets. Attendees want to understand how the nonprofit organization is being transformed by engaging with your company.

• Set the stage: What problem was the customer facing?
• How an evaluation was made to pinpoint the underlying problem, and how an investigation was conducted to uncover the options on solving the problem.
• How your fundraising technology, solutions or systems were deployed to solve the problem.
• What makes that nonprofit now stand out in the market.