Templates - Nonprofits
Departments:
Fundraising
| Name | Description and Estimated Duration (Days) |
|---|---|
| Annual Giving Campaign (Nonprofit) | Plan and execute an annual giving campaign to raise unrestricted funds for the nonprofit. This project includes strategy development, list segmentation, creative production, multi-channel outreach, and donor acknowledgment. Estimated Duration: 24 working days |
| Board Fundraising Engagement Plan | Equip board members to be effective fundraising ambassadors, with clear goals, tools, and actions for outreach. Estimated Duration: 35 working days |
| Capital Campaign Management | Manage a multi-year, large-scale capital campaign to fund major initiatives such as facilities, endowments, or strategic programs. Estimated Duration: 80 working days |
| Corporate Sponsorship Outreach | Identify, pitch, and secure corporate sponsorships for programs, events, or general operating support. Estimated Duration: 50 working days |
| Donor Database Clean-Up & Optimization | Review, clean, and optimize donor data to improve segmentation, reporting, and campaign effectiveness. Estimated Duration: 20 working days |
| Donor Impact Report Creation | Create an annual or campaign-specific impact report to share outcomes, stories, and gratitude with donors, reinforcing trust and encouraging future support. Estimated Duration: 25 working days |
| Donor Segmentation & Personas Development | Create donor segments and detailed personas to guide targeted messaging, outreach, and stewardship. Estimated Duration: 25 working days |
| Donor Stewardship & Acknowledgment Plan | Create and implement a comprehensive donor stewardship program to build lasting relationships and encourage continued giving. Estimated Duration: 20 working days |
| Fundraising Calendar Development | Create an annual calendar of fundraising activities, campaigns, events, and stewardship efforts to guide proactive planning. Estimated Duration: 20 working days |
| Fundraising Event Planning | Plan and execute a successful fundraising event (e.g., gala, auction, benefit concert) to engage donors, raise funds, and build community awareness. Estimated Duration: 25 working days |
| Giving Tuesday/Special Campaign | Plan and execute a time-bound campaign (e.g., Giving Tuesday) to engage donors and raise funds in a concentrated period. Estimated Duration: 17 working days |
| Grant Application Calendar | Manage the grant application process across multiple funders, ensuring timely submissions, strong proposals, and follow-up reporting. Estimated Duration: 30 working days |
| Grant Application Submission Process | Manage the process of preparing and submitting a grant application, ensuring accuracy, alignment, and timeliness. Estimated Duration: 20 working days |
| Major Donor Pipeline Management (nonprofit) | Develop and manage a robust pipeline of major donors, focusing on identification, cultivation, solicitation, and stewardship activities to secure large gifts. Estimated Duration: 35 working days |
| Monthly Giving Retention Strategy | Develop and implement a strategy to retain monthly donors through consistent communication, stewardship, and upgrades. Estimated Duration: 30 working days |
| Peer-to-Peer Fundraising Campaign | Launch a peer-to-peer campaign that empowers supporters to raise funds on your behalf, using online tools and personal networks. Estimated Duration: 25 working days |
| Planned Giving Program Development (nonprofit) | Establish a planned giving program to secure long-term, legacy gifts for the organization. This project includes strategy development, marketing materials, donor identification, and stewardship. Estimated Duration: 23 working days |
| Recurring Donor Program Launch | Establish a program to attract and retain monthly donors, including marketing materials, onboarding workflows, and retention strategies. Estimated Duration: 23 working days |
| Recurring Donor Upgrade Campaign | Run a targeted campaign to upgrade existing recurring donors to higher giving levels. Estimated Duration: 22 working days |
| Volunteer-Led Fundraising Program Setup | Launch a program to empower volunteers as community fundraisers, expanding reach and engagement. Estimated Duration: 35 working days |
Programs & Service Delivery
| Name | Description and Estimated Duration (Days) |
|---|---|
| Annual Program Review & Strategic Planning | Conduct a comprehensive annual review of programs and develop a strategic plan for the upcoming year. Estimated Duration: 40 working days |
| Case Management System Setup & Onboarding | Implement a case management system to streamline client tracking, data collection, and service delivery. Estimated Duration: 45 working days |
| Client/Participant Intake & Needs Assessment Process | Design and implement an intake process to assess client needs, gather demographic data, and streamline service connection. Estimated Duration: 45 working days |
| Community Needs Reassessment & Listening Tour | Engage the community in dialogue to gather updated needs data and ensure programs remain aligned with evolving priorities. Estimated Duration: 45 working days |
| Community Outreach & Engagement Campaign | Design and execute a community engagement initiative to raise awareness and build relationships around key programs. Estimated Duration: 45 working days |
| Crisis Response & Continuity of Operations Plan | Develop a plan to maintain essential program services during emergencies, including roles, communication protocols, and contingency strategies. Estimated Duration: 50 working days |
| Impact Measurement & Reporting Process | Develop a standardized process for collecting, analyzing, and reporting program outcomes to stakeholders. Estimated Duration: 45 working days |
| Participant Onboarding & Orientation Process | Design and implement a process to welcome, orient, and integrate participants into programs and services. Estimated Duration: 35 working days |
| Partnership Development & Management Strategy | Identify, initiate, and cultivate partnerships to expand program reach, share resources, and amplify impact. Estimated Duration: 50 working days |
| Program Exit or Transition Plan | Design a plan to responsibly wind down or transition a program, ensuring participant support, staff communication, and documentation of lessons learned. Estimated Duration: 28 working days |
| Program Improvement Feedback Loop Implementation | Establish a structured feedback system for ongoing program improvement, including data collection, analysis, and action steps. Estimated Duration: 40 working days |
| Program Launch & Pilot Implementation | Establish and implement a new program or service to address a specific community need. This project includes planning, resource allocation, community engagement, implementation, and pilot testing to ensure program effectiveness before scaling. Estimated Duration: 50 working days |
| Program Monitoring & Evaluation (M&E) Framework Development | Create a system to monitor program outcomes, track metrics, and evaluate impact to inform program improvement. Estimated Duration: 50 working days |
| Program Sustainability Planning | Develop a long-term sustainability plan for the program, addressing funding strategies, staffing, risk management, and community partnerships to ensure program continuity and growth. Estimated Duration: 40 working days |
| Referral & Resource Network Development | Build a network of referral partners and resources to support program participants' diverse needs. Estimated Duration: 45 working days |
| Service Delivery Workflow Design & Implementation | Develop a streamlined workflow for consistent and efficient service delivery, including documentation, staff training, and launch. Estimated Duration: 55 working days |
| Support Group Program Setup & Facilitation | Establish and manage a support group program to foster peer connections and provide a safe space for participants. Estimated Duration: 35 working days |
| Volunteer Program Setup & Management | Establish a structured volunteer program to support service delivery, including recruitment, onboarding, training, and engagement. Estimated Duration: 35 working days |
| Workshop or Training Series Development & Execution | Plan, develop, and deliver a series of workshops or training sessions to educate participants on a specific topic. Estimated Duration: 30 working days |