In this follow-up episode to our first CoMoGives-related episode sharing our "Aha!" moments from running the annual giving campaign, we break down our planning process month-to-month so you can see how it all flows from start to finish. Erika Payne joins me again as we explore what our process looks like for the entire year, from the end of last year's campaign to the end of the next year's. It's essentially a ton of big-hearted documenting, testing, and celebrating, with a small business structure.
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In this follow-up episode to our first CoMoGives-related episode sharing our “Aha!” moments from running the annual giving campaign, we break down our planning process month-to-month so you can see how it all flows from start to finish. Erika Payne joins me again as we explore what our process looks like for the entire year, from the end of last year’s campaign to the end of the next year’s. It’s essentially a ton of big-hearted documenting, testing, and celebrating, with a small business structure.
DEC
1. Keep track of all the things that didn’t go right in a document
JAN-FEB
2. Review the document and all data after campaign, quickly so it’s not lost
a. Brainstorm how to improve in the pain point areas
3. Survey donors
4. Attend the member recap to hear what orgs think was good or bad
5. Reconcile the previous year’s numbers
MARCH-MAY
6. Really dig into marketing data so we can make a plan for next year based on what worked
7. Brainstorm ways to improve and market
8. Pitch those ideas to the client
9. Set new year campaign goal
10. Estimate and schedule ideas for the website
11. Create Participant Sign up form & Test
JUNE-JULY
12. Form a focus group of nonprofits
13. Plan marketing workshop
a. Plan training for nonprofits
14. Start updating website
15. Open up organization registration
16. Plan & schedule marketing activities
a. Schedule everything humanly possible for marketing
AUGUST-SEPTEMBER
17. Train nonprofits on how to use the website
18. Hold training workshop for nonprofits
19. Work in making improvements to the website
20. Design Marketing
a. Social media
b. Ads
c. Emails
OCTOBER-NOVEMBER
21. Review/Revise marketing materials
22. Continue making improvements to the website
23. Look at list of improvements, decided if there are any we need to hold off on until next year.
24. TEST TEST TEST everything on the website
a. Then test again
25. Adjust hosting capacity
26. Make sure the payment portal is setup and and ready to take payments
a. Then test yet again
DECEMBER
27. Turn on the Campaign!
28. Support nonprofits as campaign runs
29. Review all data daily and put into spreadsheet to see benchmarks
30. Adjust marketing as needed
31. Encourage nonprofits
32. Celebrate successes
33. Document stuff we want to change for next year
34. Celebrate the campaign end!
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