Upcoming Fundraising Event Plan Template

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Coordinate all aspects of your upcoming fundraising event and ensure nothing is overlooked with this detailed plan. From finalizing the event theme to post-event follow-up, this template provides a step-by-step guide to organizing tasks and deadlines for a smooth and successful charity event.

By following the outlined tasks and subtasks, you can efficiently manage everything from marketing strategies and venue booking to volunteer recruitment and sponsor coordination.

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Upcoming Fundraising Event Plan for Priority Matrix

Upcoming Fundraising Event Plan in Priority Matrix

Organize and execute a successful fundraising event with this comprehensive plan.

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Proposed Tasks

High Impact, Immediate Tasks

  • Finalize Event Theme - Due in 2 Days
    ☐ Research potential themes ☐ Discuss with team ☐ Decide on final theme
  • Plan Marketing Strategy - Due in 1 Week
    ☐ Identify target audience ☐ Create marketing messages ☐ Choose marketing channels
  • Finalize Event Details - Due in 3 Months
    ☐ Confirm all bookings ☐ Check all preparations ☐ Prepare for contingencies

High Impact, Long-Term Tasks

  • Secure Event Venue - Due in 2 Weeks
    ☐ Research potential venues ☐ Visit shortlisted venues ☐ Book chosen venue
  • Organize Event Logistics - Due in 3 Weeks
    ☐ Plan event layout ☐ Arrange catering ☐ Organize transportation if necessary
  • Post-Event Follow-Up - Due in 3.5 Months
    ☐ Send thank you notes ☐ Collect feedback ☐ Analyze event success

Low Impact, Immediate Tasks

  • Design Event Invitations - Due in 1 Month
    ☐ Choose invitation design ☐ Write invitation text ☐ Print and distribute invitations
  • Recruit Volunteers - Due in 1.5 Months
    ☐ Identify volunteer roles ☐ Advertise volunteer opportunities ☐ Train volunteers

Low Impact, Long-Term Tasks

  • Create Event Program - Due in 2 Months
    ☐ List event activities ☐ Arrange activities in order ☐ Print event programs
  • Coordinate with Sponsors - Due in 2.5 Months
    ☐ Identify potential sponsors ☐ Reach out to sponsors ☐ Coordinate sponsor contributions