Fundraising Event Management Template

Fundraising Event Management in Priority Matrix

Manage and track fundraising events to ensure timely completion of tasks and achievement of targets.

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Proposed Tasks

High Impact, Urgent

• Create Event Budget
  ☐ Estimate expenses ☐ Plan for unexpected costs ☐ Allocate funds for each activity
• Identify Event Goals
  ☐ Define the purpose of the event ☐ Establish financial target ☐ Identify target audience
• Plan Event Marketing
  ☐ Create marketing plan ☐ Design promotional materials ☐ Plan social media campaign
• Secure Sponsorships
  ☐ Identify potential sponsors ☐ Prepare sponsorship proposal ☐ Negotiate sponsorship deals

High Impact, Not Urgent

• Organize Catering
  ☐ Decide on menu ☐ Find caterer ☐ Arrange tasting
• Plan Event Program
  ☐ Decide on event format ☐ Plan activities ☐ Arrange speakers/performers
• Recruit Volunteers
  ☐ Identify volunteer roles ☐ Recruit volunteers ☐ Train volunteers
• Secure Venue
  ☐ Research potential venues ☐ Negotiate rental contract ☐ Book venue

Low Impact, Urgent

• Event Registration Setup
  ☐ Choose registration platform ☐ Set up online registration ☐ Plan on-site registration process
• Finalize Event Schedule
  ☐ Confirm speakers/performers ☐ Finalize event timeline ☐ Distribute final schedule to all participants
• Plan Event Security
  ☐ Arrange for security personnel ☐ Plan emergency procedures ☐ Coordinate with local law enforcement if necessary
• Prepare Event Materials
  ☐ Design event program ☐ Prepare attendee badges ☐ Print promotional materials
• Send Invitations
  ☐ Create invitation list ☐ Send out invitations ☐ Track RSVPs

Low Impact, Not Urgent

• Arrange Accommodations
  ☐ Research local hotels ☐ Negotiate group rates ☐ Book rooms
• Arrange Transportation
  ☐ Plan parking ☐ Arrange public transportation options ☐ Organize shuttle service if needed
• Evaluate Event Success
  ☐ Compare actual results to goals ☐ Analyze feedback ☐ Identify areas for improvement
• Event Follow-Up
  ☐ Send thank you notes to attendees ☐ Collect feedback from attendees ☐ Analyze event success
• Organize Event Setup and Teardown
  ☐ Plan for event setup ☐ Coordinate teardown and cleanup
• Plan Event Decorations
  ☐ Choose event decor ☐ Arrange for setup and teardown
• Prepare for Next Event
  ☐ Document lessons learned ☐ Update event planning process ☐ Start planning for next event