Starting a new role as a campaign fundraiser or managing a team of fundraisers? ClickUp's 30-60-90 Day Plan template is your secret weapon to hit the ground running and exceed fundraising goals every step of the way!

Here's how this template empowers both you and your manager:

• Set clear objectives and action plans for the first 30, 60, and 90 days
• Strategize fundraising tactics and outreach activities for maximum impact
• Track progress, adjust strategies, and showcase results for continuous improvement

Ready to revolutionize your campaign fundraising game? Get started with ClickUp's 30-60-90 Day Plan template today!

30-60-90 Day Plan For Campaign Fundraisers

Crafting a clear roadmap for your fundraising efforts is crucial for success in the campaign world. A 30-60-90 day plan for campaign fundraisers offers a structured approach that benefits both the hiring manager and the employee starting the role by:

• Setting clear expectations and goals for the new employee, promoting a smooth onboarding process
• Providing a strategic framework for the employee to hit the ground running and start making an impact early on
• Offering a way for the hiring manager to track progress and provide support where needed throughout the campaign
• Ensuring alignment between the employee's efforts and the overall fundraising strategy, leading to more effective and successful fundraising initiatives

Hey there, whether you're a hiring manager looking to onboard a new campaign fundraiser or an employee stepping into this critical role, ClickUp’s 30-60-90 Day Plan For Campaign Fundraisers template has got you covered:

• Custom Statuses: Track progress seamlessly with statuses like Complete, In Progress, To Do, and Waiting On Client to ensure efficient campaign fundraising execution
• Custom Fields: Utilize custom fields such as Who's in charge and Onboarding Stage to assign responsibilities and track the progress of onboarding stages
• Custom Views: Access different perspectives with 7 unique views including References, Onboarding Board, Chat, and Calendar to facilitate smooth onboarding and campaign planning
• Task Management: Streamline onboarding with task assignments, due dates, dependencies, and notifications for effective collaboration and goal achievement.

Congratulations on your new role as a Campaign Fundraiser! To hit the ground running and make a significant impact, follow these five steps using the 30-60-90 Day Plan template in ClickUp. This plan will help you set clear objectives and track your progress effectively, ensuring a successful fundraising campaign.

1. Familiarize yourself with the organization

For the Employee: Take the time to thoroughly research the organization's mission, past fundraising campaigns, and current strategies. Understand the target audience, key stakeholders, and the organization's overall goals.

For the Hiring Manager: Encourage the new employee to dive deep into the organization's background and provide any relevant resources or contacts to assist in the research process.

Utilize the Docs feature in ClickUp to compile all the essential information about the organization for easy reference.

2. Develop a comprehensive fundraising strategy

For the Employee: Craft a detailed plan outlining your fundraising approach for the first 30, 60, and 90 days. Define specific fundraising goals, identify potential donors, and create a timeline for executing different fundraising activities.

For the Hiring Manager: Review and provide feedback on the proposed strategy, offering insights and suggestions to enhance its effectiveness.

Utilize Goals in ClickUp to set measurable targets for each phase of the fundraising campaign.

3. Build relationships with key stakeholders

For the Employee: Initiate conversations with key stakeholders such as donors, volunteers, and board members. Establish rapport, communicate your vision for the campaign, and seek their input and support.

For the Hiring Manager: Introduce the new employee to relevant stakeholders and facilitate networking opportunities to foster strong relationships.

Utilize Board view in ClickUp to visualize and manage your stakeholder engagement strategy effectively.

4. Execute fundraising activities and track progress

For the Employee: Implement the fundraising strategy by organizing events, sending out solicitation emails, and leveraging social media platforms to raise awareness. Monitor donation progress, track donor responses, and adjust strategies as needed.

For the Hiring Manager: Provide guidance and resources to support the employee in executing fundraising activities successfully. Offer assistance in overcoming any challenges that may arise during the campaign.

Utilize Calendar view in ClickUp to schedule fundraising events and track important deadlines.

5. Evaluate campaign performance and plan for the future

For the Employee: Evaluate the success of the fundraising campaign by analyzing donation metrics, donor feedback, and overall impact. Identify areas of improvement and develop a plan for sustaining fundraising momentum beyond the initial 90 days.

For the Hiring Manager: Conduct a performance review meeting to discuss the campaign outcomes, recognize achievements, and collaborate on future fundraising strategies.

Utilize Dashboards in ClickUp to visualize campaign performance metrics and gain insights for future fundraising initiatives.

Campaign managers and fundraisers can use the 30-60-90 Day Plan for Campaign Fundraisers template in ClickUp to strategically organize and execute successful political campaign fundraising efforts.

To get started, follow these steps to maximize your fundraising potential:

• Add the template to your Workspace and designate the appropriate Space for your campaign fundraising efforts.

• Invite your team members and stakeholders to collaborate on the fundraising plan.

• Utilize the following views to streamline your fundraising strategy:

  • References View: Collect and organize essential fundraising materials and resources.
  • Onboarding Board View: Visualize the onboarding process for new team members or volunteers.
  • Chat View: Communicate with team members in real-time to ensure seamless coordination.
  • Calendar View: Schedule key fundraising events, deadlines, and milestones.
  • Start Here View: Get a quick overview of the initial steps to kickstart your fundraising plan.
  • Onboarding Plan View: Outline detailed onboarding procedures and responsibilities for team members.
  • Onboarding Progress View: Track the progress of onboarding tasks and ensure a smooth transition for new team members.

• Organize tasks into four statuses: Complete, In Progress, To Do, Waiting On Client, to monitor progress effectively.

• Customize the template by adding two custom fields: Who's in charge and Onboarding Stage, to assign responsibilities and track onboarding progress efficiently.

• Update statuses and custom fields as tasks progress to keep all team members informed and aligned with the fundraising plan.