Fundraising Prioritization Project Template

Fundraising Prioritization Project in Priority Matrix

Prioritize fundraising initiatives to maximize impact and resource utilization in your non-profit organization.

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Proposed Tasks

Urgent and Important

• Task 1: Identify All Current Fundraising Initiatives - due in 1 week
  ☐ List all ongoing and planned fundraising initiatives ☐ Group them based on their nature and target audience
• Task 4: Plot Initiatives on Eisenhower Matrix - due in 1 month
  ☐ Place each initiative in the appropriate quadrant of the matrix
• Task 5: Develop Action Plan for Q1 Initiatives - due in 5 weeks
  ☐ Create detailed action plans for each initiative in the 'Urgent and Important' quadrant
• Task 9: Implement Action Plan - due in 9 weeks
  ☐ Start executing the action plan for 'Urgent and Important' initiatives
• Task 10: Monitor Progress - due in 10 weeks
  ☐ Regularly check the progress of each initiative and adjust plans as necessary
• Task 13: Continue Monitoring and Adjusting - due in 13 weeks
  ☐ Keep tracking the progress of initiatives and make adjustments as needed
• Task 12: Adjust Plans Based on Feedback - due in 3 months
  ☐ Make necessary adjustments to the project plan based on stakeholder feedback

Important but not Urgent

• Task 2: Evaluate Importance of Each Initiative - due in 2 weeks
  ☐ Assess the potential impact of each initiative on the organization's finances and mission ☐ Rate them on a scale of 1-10
• Task 3: Assess Urgency of Each Initiative - due in 3 weeks
  ☐ Determine the urgency of each initiative, considering factors like deadlines, opportunity windows, etc. ☐ Rate them on a scale of 1-10
• Task 6: Schedule Q2 Initiatives - due in 6 weeks
  ☐ Plan out a timeline for 'Important but not Urgent' initiatives
• Task 11: Report on Project Progress - due in 11 weeks
  ☐ Prepare a progress report on the project for stakeholders
• Task 15: Document Lessons Learned - due in 15 weeks
  ☐ Record key learnings from the project for future reference
• Task 14: Evaluate Project Success - due in 4 months
  ☐ Assess the success of the project in terms of fundraising outcomes and efficiency gains
• Task 19: Review and Update Fundraising Strategy - due in 19 weeks
  ☐ Review the organization's overall fundraising strategy in light of the project's outcomes and update as necessary
• Task 16: Plan for Next Round of Fundraising Initiatives - due in 5 months
  ☐ Begin planning for the next set of fundraising initiatives based on learnings from this project
• Task 20: Plan for Future Fundraising Prioritization Projects - due in 7 months
  ☐ Plan for future iterations of this project to continuously improve fundraising effectiveness

Urgent but not Important

• Task 7: Delegate Q3 Initiatives - due in 7 weeks
  ☐ Assign 'Urgent but not Important' tasks to appropriate team members

Neither Urgent nor Important

• Task 8: Review Q4 Initiatives - due in 2 months
  ☐ Reevaluate 'Neither Urgent nor Important' initiatives for potential reprioritization or discontinuation
• Task 17: Share Project Success with Team - due in 17 weeks
  ☐ Celebrate the project's success and acknowledge the team's hard work
• Task 18: Share Project Success with Stakeholders - due in 6 months
  ☐ Communicate the project's success and its impact on the organization to stakeholders