Checklist and Timeline

Lesson 4

Watch and listen to a recording with slides, or read the full text below. NOTE: Some pieces of the video content may be outdated. Rely on the text below for the most up-to-date content.

Use this handy checklist and timeline when navigating your campaign. We’ll cover all these items in depth as we progress through the lessons.

Though this checklist includes a recommended timeline, you can adjust based on your organization's capacity and specific campaign. In short, we recommend planning your campaign in February - March, recruiting fundraisers in April - May, and launching and promoting your campaign throughout June.

Prefer to print this out? Here you can download the PDF.

Download: Checklist and Timeline

.PDF

Task	Relevant Lesson(s)
February - March
Assign a point person	Cell
Sign up for email updates	Lesson 1.5
Complete the Give OUT Day Learning Center	Lesson 1.5
Set up EFT fund disbursement	Lesson 1.4
Determine fundraising goal and success metrics	Lesson 2.1
Determine campaign purpose/story	Lesson 2.2
Set up primary fundraising page and update settings	Lesson 2.1
Customize checkout/post-checkout experience	Lesson 2.3
Try securing a matching grant	Lesson 5.1
Identify prospective peer-to-peer fundraisers	Lesson 3.1 Lesson 3.2
Determine use of events and start planning	Lesson 5.2
Customize graphics	Lesson 4.1
Customize fundraiser toolkit	Lesson 3.3
Customize fundraiser template	Lesson 3.3
Map out email and social media communications	Lesson 4.2 Lesson 4.3
April - May
Send save the date	Lesson 4.2 Lesson 4.3
Recruit fundraisers	Lesson 3.2
Welcome fundraisers	Lesson 3.3
June
Launch and promote campaign across communications channels	Lesson 4.2 Lesson 4.3
Hold a phone/text banking session	Lesson 4.4
Maintain communication with fundraisers	Lesson 3.3
Reach out to media	Lesson 4.5
Reach out to influencers	Lesson 4.3
Finalize and hold fundraising events	Lesson 5.2
Set up and publicize matching grant	Lesson 5.1
Day of
Send and post day-of communications	Lesson 4.2 Lesson 4.3
Monitor and leverage prizes	Lesson 1.3
Day after
Share success	Lesson 4.2 Lesson 4.3 Lesson 4.5
Thank fundraisers and donors	Lesson 3.3 Lesson 4.2 Lesson 4.3
Add donors to database and begin further cultivation	Lesson 5.3