Editing Fundraising/Raising the Fun/Fundraising Roadmap

This is the sketch of the roadmap for fundraising based on the Scandiuzzi Krebs document found in the [[Fundraising_Tasks]] page.

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= Planning Phase =

This is the first three months of work, before we start going out to donors.

These may all be done in parallel.


== Case Statement ==

Consult SK doc, in sections

* Broad Case Statement
* Thorough Case Statement

=== TODO Case Statement ===

* Revise the current version to take into account the points in SK's Thorough section

{|class="wikitable"
! Can do it..
! Write about..

|-
| NOW
| Organization mission, history, programs and finances
|-
| NOW
| Organizational constituency—who does it serve and how many
|-
| NOW
| Organizational distinctiveness
|-
| LATER
| Capital plans
|-
| NOW
| Programmatic plans
|-
| LATER
| Vision
|-
| NOW
| People involved in the campaign and their roles
|-
| LATER
| Budgets
|-
| LATER
| Opportunities for donors
|}

Include broad selection of reasons why each kind of donor should care about NB


== Donor Planning ==

There are three donor types:
  
* Organizations (org): Corporations, non-profits, foundations, universities, etc
* Governments (gov) Local, State, and National level institutions
* Individuals (indiv)

Each type will have it's own specific properties that affect the following information. Each may have sub-types that further affect it.

=== TODO for each donor type ===

# Who should we reach out to? What subcategories do these form? What is the contact point?
# What are appropriate rewards for this sort of donor? (for ref: SK doc section Individual Donors)
# How can we enrich or expand the case statement to make it more relevant to this particular kind of donor? (for ref: SK doc section Thorough Case Statement)


== Financial Planning ==

We need to have a clear picture of where we are and have been, and also where we're going.

=== Current + Past ===

* Monthly income: Total $ / Recurring $ / Ad Hoc $
* Monthly costs: Rent / Other (maybe finer grained)

=== Future ===

We can either lease or buy. For each, we need to establish:

* Needs: what constraints should the building satisfy
* Cost of acquisition, improvement, and moving
* Annual operating budget


== Vision ==

What cool new shit do we want to do in this new noisebridge?


= Outreach Phase =

We need to track both donor progress and overall progress of fundraising.

== Donor Progress ==

For each donor we'll need to do the following, in order:

# Apply/Contact
# Do Meetings and Tours (as necessary)
# Talk Amounts
# Transer Money
# Distribute Rewards

We should keep track of these in aggregate, in a timeline/sequence. As sufficient numbers of donors complete stage 4, we trigger an reward distribution, eg every 10 new $5000 donors, we throw a party inviting them all. Alternatively, could be every month, after some number of donors?

Timeline is as the following example:

{|class="wikitable"
! Contact
! Meeting/Tour
! Amount Discussed
! Amount Transfered    

|-
| John
| john@gmail, april 25, DONE
| meeting, may 3, DONE
| $10,000, may 7, DONE
| $10,000, june 1, DONE
|-
| Mary
| (511) 372-5507, may 14, DONE
| tour, june 9, DONE
|
|                       
|-
| Bill
| bill@microsoft
|
|
|                       

|}

== Overall Progress ==

We track by tiers, in tabular form, like so:

{|class="wikitable"
! Amount
! Goal #
! Current #
! Goal $
! Current $

|-
| $X
| 100
| 52
| $100X
| $52X
|-
| $Y
| 500
| 312
| $500Y
| $312Y

|-
! TOTAL
! 600
! 364
! $100X + $500Y
! $52X + $312Y

|}