Difference between revisions of "Fundraising/Raising the Fun/Fundraising Roadmap"

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(Created page with "This is the sketch of the roadmap for fundraising based on the Scandiuzzi Krebs document found in the Fundraising_Tasks page. ---- = Planning Phase = This is the firs...")
 
 
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 +
 +
= Governance =
 +
{|class="wikitable"
 +
! Leadership Committee
 +
| gaardn
 +
| ratikate
 +
| rando
 +
 +
|-
 +
! Project Management
 +
| rando
 +
| tdfischer
 +
 +
|-
 +
! Volunteer Coordinator
 +
| gaardn
 +
 +
|-
 +
! Social Media Coordinator
 +
| ratikate
 +
 +
|-
 +
! Fundraising Copy Management
 +
|
 +
 +
|-
 +
! Grant Management
 +
| ??
 +
 +
|-
 +
! Donor Managemnet
 +
| ??
 +
 +
|-
 +
! Resource Management
 +
| ??
 +
 +
|}
 +
 +
 +
----
 
This is the sketch of the roadmap for fundraising based on the Scandiuzzi Krebs document found in the [[Fundraising_Tasks]] page.
 
This is the sketch of the roadmap for fundraising based on the Scandiuzzi Krebs document found in the [[Fundraising_Tasks]] page.
  
----
+
<googlespreadsheet>1VjIBfVviAEpCy2SPyJwOXDX7GeoDV3_MJdojuL-56HE</googlespreadsheet>
 +
 
 +
Please see this Google Sheets for a tracker which includes an Overview, task list, road map, case statement, and fund tracking.  This is the basis for project managing the effort as a list of tasks to be owned and managed.  Ownership of tasks will change as people have time to volunteer, and no one will be put under pressure to deliver.  The PM, current Matt Arcidy (Rando) will give a best effort to highlight issues as they arise, be it short falls, missed targets, resource gaps, etc, but will not act as a person manager, boss, etc.
 +
 
 +
[https://docs.google.com/spreadsheets/d/1VjIBfVviAEpCy2SPyJwOXDX7GeoDV3_MJdojuL-56HE/edit?usp=sharing Tracker]
 +
 
 +
= Key =
 +
 
 +
{{ProgressComplete|A complete task}}
  
 +
{{ProgressPartial|A partially complete task}}
  
 +
{{ProgressIncomplete|An incomplete task}}
  
 
= Planning Phase =
 
= Planning Phase =
Line 9: Line 60:
 
This is the first three months of work, before we start going out to donors.
 
This is the first three months of work, before we start going out to donors.
  
These may all be done in parallel.
+
These may all be done in parallel, to some degree, except parts of the case statement.
 +
 
 +
== Example Case Statements ==
 +
 
 +
There are some good case statements worth reading as references:
 +
 
 +
[[File:Give Kids The World Case Statement.pdf]]
 +
 
 +
[[File:Humane Society Silicon Valley Case Statement.pdf]]
 +
 
 +
[[File:Mission Hospital Case Statement.pdf]]
 +
 
 +
[[File:Sedona International Film Festival Case Statement.pdf]]
  
  
Line 19: Line 82:
 
* Thorough Case Statement
 
* Thorough Case Statement
  
=== TODO Case Statement ===
+
{{ProgressPartial|Formatting}}: Make it nice and LaTeX-y for giving to people/printing out.
 +
 
 +
=== Case Statement Progress ===
 +
 
 +
Please add links to subsections of [[Fundraising_Thorough_Case_Statement]] for each of these things.
 +
 
 +
 
 +
* {{ProgressComplete|Broad Case Statement}}
 +
* {{ProgressComplete|Thorough Case Statement}}
 +
** {{ProgressComplete|Organization info}}
 +
*** {{ProgressComplete|Mission}}
 +
*** {{ProgressComplete|History}}
 +
*** {{ProgressComplete|Current Programs/Events}}
 +
*** {{ProgressComplete|Finances}}
 +
**** {{ProgressComplete|Current Income + Expenses Overview}}: How much $ for each, avg. over the last 6 months
 +
**** {{ProgressComplete|Income and Expenses Graph}} By month
 +
** {{ProgressComplete|Organizational constituency—who does it serve and how many}}
 +
** {{ProgressComplete|Organizational distinctiveness}}
 +
** {{ProgressComplete|Capital plans}}: What kind of capital we're going to raise, and how
 +
** {{ProgressComplete|Vision}}
 +
*** {{ProgressComplete|Activities}} Asked nick
 +
*** {{ProgressComplete|Events and Programme}}: Asked nick; Events, big projects, functionality we intend to do. Ideally incl. org-managed events.
 +
** {{ProgressComplete|People involved in the campaign and their roles}}: Name, Picture, Bio, Role
 +
** {{ProgressComplete|Budgets}}
 +
*** {{ProgressComplete|Needs}}: what constraints should the building satisfy
 +
*** {{ProgressComplete|Cost of moving}}
 +
*** {{ProgressComplete|Cost of improvement}}
 +
*** {{ProgressComplete|Cost of acquisition}}
 +
*** {{ProgressComplete|Leasing}}
 +
**** {{ProgressComplete|Annual operating budget}}
 +
***** {{ProgressComplete|}} NEEDED: Rent Price Range
 +
***** {{ProgressComplete|}} NEEDED: Expenses are double current numbers: $2600/mo
 +
***** {{ProgressComplete|}} NEEDED: Put aside $2000/mo for emergency fund
 +
*** {{ProgressComplete|Purchasing}}
 +
**** {{ProgressComplete|Annual operating budget}}
 +
***** {{ProgressComplete|}} NEEDED: Mortgage Price Range
 +
***** {{ProgressComplete|}} NEEDED: Expenses are double current numbers: $2600
 +
***** {{ProgressComplete|}} NEEDED: Put aside $2000/mo for emergency fund
 +
** {{ProgressComplete|Opportunities for donors}}: How can donors of each sort achieve their goals by donating?
 +
*** {{ProgressComplete|}} NEEDED (from anyone): Donor Priorities for individual donors
 +
*** {{ProgressComplete|}} NEEDED (from anyone): Donor Priorities for corporations
 +
*** {{ProgressComplete|}} NEEDED (from anyone): Donor Priorities for government institutions
 +
 
 +
== Donor Planning ==
 +
 
 +
For ref: SK doc sections Individual Donors, Thorough Case Statement
 +
 
 +
* {{ProgressPartial|Foundation and Corporate Donors}}
 +
** {{ProgressPartial|Who}}
 +
** {{ProgressIncomplete|Rewards}}
 +
** {{ProgressIncomplete|Case statement mods}}
 +
* {{ProgressIncomplete|Government Institutions}}
 +
** {{ProgressIncomplete|Local}}
 +
*** {{ProgressIncomplete|Who}}
 +
*** {{ProgressIncomplete|Rewards}}
 +
*** {{ProgressIncomplete|Case statement mods}}
 +
** {{ProgressIncomplete|State}}
 +
*** {{ProgressIncomplete|Who}}
 +
*** {{ProgressIncomplete|Rewards}}
 +
*** {{ProgressIncomplete|Case statement mods}}
 +
** {{ProgressIncomplete|National}}
 +
*** {{ProgressIncomplete|Who}}
 +
*** {{ProgressIncomplete|Rewards}}
 +
*** {{ProgressIncomplete|Case statement mods}}
 +
** {{ProgressIncomplete|International}}
 +
*** {{ProgressIncomplete|Who}}
 +
*** {{ProgressIncomplete|Rewards}}
 +
*** {{ProgressIncomplete|Case statement mods}}
 +
* {{ProgressIncomplete|Individuals}}
 +
** {{ProgressIncomplete|Leadership}}: >$25k
 +
*** {{ProgressIncomplete|Who}}
 +
*** {{ProgressIncomplete|Rewards}}
 +
*** {{ProgressIncomplete|Case statement mods}}
 +
** {{ProgressIncomplete|Major}}: $2.5k - $25k
 +
*** {{ProgressIncomplete|Who}}
 +
*** {{ProgressIncomplete|Rewards}}
 +
*** {{ProgressIncomplete|Case statement mods}}
 +
** {{ProgressIncomplete|Grassroots}}: <$2.5k
 +
*** {{ProgressIncomplete|Who}}
 +
*** {{ProgressIncomplete|Rewards}}
 +
*** {{ProgressIncomplete|Case statement mods}}
 +
 
 +
= Outreach Phase =
 +
 
 +
We need to track both donor progress and overall progress of fundraising.
 +
 
 +
== Overall Progress ==
 +
 
 +
This section tracks the overall progress towards our fundraising goals, with two breakdown models: $1M goal and $2M goal
  
* Revise the current version to take into account the points in SK's Thorough section
+
 
 +
=== $1,000,000 ===
  
 
{|class="wikitable"
 
{|class="wikitable"
! Can do it..
+
! Amount
! Write about..
+
! Goal #
 +
! Current #
 +
! Goal $
 +
! Current $
  
 
|-
 
|-
| NOW
+
| $150,000
| Organization mission, history, programs and finances
+
| 1
 +
| 0
 +
| $150,000
 +
| $0
 +
 
 
|-
 
|-
| NOW
+
| $100,000
| Organizational constituency—who does it serve and how many
+
| 2
 +
| 1
 +
| $200,000
 +
| $100,000
 +
 
 
|-
 
|-
| NOW
+
| $50,000
| Organizational distinctiveness
+
| 3
 +
| 0
 +
| $150,000
 +
| $0
 +
 
 
|-
 
|-
| LATER
+
| $25,000
| Capital plans
+
| 5
 +
| 0
 +
| $125,000
 +
| $0
 +
 
 
|-
 
|-
| NOW
+
| $10,000
| Programmatic plans
+
| 10
 +
| 0
 +
| $100,000
 +
| $0
 +
 
 
|-
 
|-
| LATER
+
| $5,000
| Vision
+
| 10
 +
| 0
 +
| $50,000
 +
| $0
 +
 
 
|-
 
|-
| NOW
+
| $2,500
| People involved in the campaign and their roles
+
| 15
 +
| 0
 +
| $37,500
 +
| $0
 +
 
 
|-
 
|-
| LATER
+
| $1,000
| Budgets
+
| 100
 +
| 0
 +
| $100,000
 +
| $0
 +
 
 
|-
 
|-
| LATER
+
| $250
| Opportunities for donors
+
| 500
|}
+
| 0
 +
| $125,000
 +
| $0
  
Include broad selection of reasons why each kind of donor should care about NB
+
|-
 +
! TOTAL
 +
! 646
 +
! 0
 +
! $1,037,500
 +
! $100,000
  
 +
|}
  
== Donor Planning ==
 
  
There are three donor types:
+
=== $2,000,000 ===
 
 
* 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.
+
{|class="wikitable"
 +
! Amount
 +
! Goal #
 +
! Current #
 +
! Goal $
 +
! Current $
  
=== TODO for each donor type ===
+
|-
 +
| $200,000
 +
| 1
 +
| 0
 +
| $200,000
 +
| $0
  
# 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)
+
| $150,000
# 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)
+
| 2
 +
| 0
 +
| $300,000
 +
| $0
  
 +
|-
 +
| $100,000
 +
| 4
 +
| 1
 +
| $400,000
 +
| $100,000
  
== Financial Planning ==
+
|-
 +
| $50,000
 +
| 6
 +
| 0
 +
| $300,000
 +
| $0
  
We need to have a clear picture of where we are and have been, and also where we're going.
+
|-
 +
| $25,000
 +
| 8
 +
| 0
 +
| $200,000
 +
| $0
  
=== Current + Past ===
+
|-
 +
| $10,000
 +
| 15
 +
| 0
 +
| $150,000
 +
| $0
  
* Monthly income: Total $ / Recurring $ / Ad Hoc $
+
|-
* Monthly costs: Rent / Other (maybe finer grained)
+
| $5,000
 +
| 20
 +
| 0
 +
| $100,000
 +
| $0
  
=== Future ===
+
|-
 +
| $2,500
 +
| 30
 +
| 0
 +
| $75,000
 +
| $0
  
We can either lease or buy. For each, we need to establish:
+
|-
 +
| $1,000
 +
| 150
 +
| 0
 +
| $150,000
 +
| $0
  
* Needs: what constraints should the building satisfy
+
|-
* Cost of acquisition, improvement, and moving
+
| $250
* Annual operating budget
+
| 750
 +
| 0
 +
| $187,500
 +
| $0
  
 +
|-
 +
! TOTAL
 +
! 986
 +
! 0
 +
! $2,062,500
 +
! $100,000
  
== 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 ==
 
== Donor Progress ==
Line 118: Line 358:
  
 
{|class="wikitable"
 
{|class="wikitable"
 +
! Name
 
! Contact
 
! Contact
 
! Meeting/Tour
 
! Meeting/Tour
Line 141: Line 382:
 
|
 
|
 
|                       
 
|                       
 
|}
 
 
== 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
 
  
 
|}
 
|}

Latest revision as of 07:01, 8 April 2020

Governance[edit]

Leadership Committee gaardn ratikate rando
Project Management rando tdfischer
Volunteer Coordinator gaardn
Social Media Coordinator ratikate
Fundraising Copy Management
Grant Management ??
Donor Managemnet ??
Resource Management ??



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

Please see this Google Sheets for a tracker which includes an Overview, task list, road map, case statement, and fund tracking. This is the basis for project managing the effort as a list of tasks to be owned and managed. Ownership of tasks will change as people have time to volunteer, and no one will be put under pressure to deliver. The PM, current Matt Arcidy (Rando) will give a best effort to highlight issues as they arise, be it short falls, missed targets, resource gaps, etc, but will not act as a person manager, boss, etc.

Tracker

Key[edit]

Complete - A complete task

Partial - A partially complete task

Incomplete - An incomplete task

Planning Phase[edit]

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

These may all be done in parallel, to some degree, except parts of the case statement.

Example Case Statements[edit]

There are some good case statements worth reading as references:

File:Give Kids The World Case Statement.pdf

File:Humane Society Silicon Valley Case Statement.pdf

File:Mission Hospital Case Statement.pdf

File:Sedona International Film Festival Case Statement.pdf


Case Statement[edit]

Consult SK doc, in sections

  • Broad Case Statement
  • Thorough Case Statement

Partial - Formatting: Make it nice and LaTeX-y for giving to people/printing out.

Case Statement Progress[edit]

Please add links to subsections of Fundraising_Thorough_Case_Statement for each of these things.


  • Complete - Broad Case Statement
  • Complete - Thorough Case Statement
    • Complete - Organization info
      • Complete - Mission
      • Complete - History
      • Complete - Current Programs/Events
      • Complete - Finances
        • Complete - Current Income + Expenses Overview: How much $ for each, avg. over the last 6 months
        • Complete - Income and Expenses Graph By month
    • Complete - Organizational constituency—who does it serve and how many
    • Complete - Organizational distinctiveness
    • Complete - Capital plans: What kind of capital we're going to raise, and how
    • Complete - Vision
      • Complete - Activities Asked nick
      • Complete - Events and Programme: Asked nick; Events, big projects, functionality we intend to do. Ideally incl. org-managed events.
    • Complete - People involved in the campaign and their roles: Name, Picture, Bio, Role
    • Complete - Budgets
      • Complete - Needs: what constraints should the building satisfy
      • Complete - Cost of moving
      • Complete - Cost of improvement
      • Complete - Cost of acquisition
      • Complete - Leasing
        • Complete - Annual operating budget
          • Complete - NEEDED: Rent Price Range
          • Complete - NEEDED: Expenses are double current numbers: $2600/mo
          • Complete - NEEDED: Put aside $2000/mo for emergency fund
      • Complete - Purchasing
        • Complete - Annual operating budget
          • Complete - NEEDED: Mortgage Price Range
          • Complete - NEEDED: Expenses are double current numbers: $2600
          • Complete - NEEDED: Put aside $2000/mo for emergency fund
    • Complete - Opportunities for donors: How can donors of each sort achieve their goals by donating?
      • Complete - NEEDED (from anyone): Donor Priorities for individual donors
      • Complete - NEEDED (from anyone): Donor Priorities for corporations
      • Complete - NEEDED (from anyone): Donor Priorities for government institutions

Donor Planning[edit]

For ref: SK doc sections Individual Donors, Thorough Case Statement

  • Partial - Foundation and Corporate Donors
    • Partial - Who
    • Incomplete - Rewards
    • Incomplete - Case statement mods
  • Incomplete - Government Institutions
    • Incomplete - Local
      • Incomplete - Who
      • Incomplete - Rewards
      • Incomplete - Case statement mods
    • Incomplete - State
      • Incomplete - Who
      • Incomplete - Rewards
      • Incomplete - Case statement mods
    • Incomplete - National
      • Incomplete - Who
      • Incomplete - Rewards
      • Incomplete - Case statement mods
    • Incomplete - International
      • Incomplete - Who
      • Incomplete - Rewards
      • Incomplete - Case statement mods
  • Incomplete - Individuals
    • Incomplete - Leadership: >$25k
      • Incomplete - Who
      • Incomplete - Rewards
      • Incomplete - Case statement mods
    • Incomplete - Major: $2.5k - $25k
      • Incomplete - Who
      • Incomplete - Rewards
      • Incomplete - Case statement mods
    • Incomplete - Grassroots: <$2.5k
      • Incomplete - Who
      • Incomplete - Rewards
      • Incomplete - Case statement mods

Outreach Phase[edit]

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

Overall Progress[edit]

This section tracks the overall progress towards our fundraising goals, with two breakdown models: $1M goal and $2M goal


$1,000,000[edit]

Amount Goal # Current # Goal $ Current $
$150,000 1 0 $150,000 $0
$100,000 2 1 $200,000 $100,000
$50,000 3 0 $150,000 $0
$25,000 5 0 $125,000 $0
$10,000 10 0 $100,000 $0
$5,000 10 0 $50,000 $0
$2,500 15 0 $37,500 $0
$1,000 100 0 $100,000 $0
$250 500 0 $125,000 $0
TOTAL 646 0 $1,037,500 $100,000


$2,000,000[edit]

Amount Goal # Current # Goal $ Current $
$200,000 1 0 $200,000 $0
$150,000 2 0 $300,000 $0
$100,000 4 1 $400,000 $100,000
$50,000 6 0 $300,000 $0
$25,000 8 0 $200,000 $0
$10,000 15 0 $150,000 $0
$5,000 20 0 $100,000 $0
$2,500 30 0 $75,000 $0
$1,000 150 0 $150,000 $0
$250 750 0 $187,500 $0
TOTAL 986 0 $2,062,500 $100,000

Donor Progress[edit]

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

  1. Apply/Contact
  2. Do Meetings and Tours (as necessary)
  3. Talk Amounts
  4. Transer Money
  5. 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:

Name 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