Database Planning Template

GOALS / OBJECTIVES: (use this template when doing your fundraising, communications, or organizing planning) Example:  Increase number of New donors  Increase rate or renewing current donors

Information Out & How Strategy / Tactics Information IN & How (what information do you need Resources Needed (Fundraising, (what information do you Target Audience(s) to get out, e.g. reports, searches, Who & What (tools, people, skills,$) Communications, or need to collect and track & analysis, evaluation, and how Organizing) how will you get info?) will you use it?)

 People who have  Total # of asks and by what From Voter door knock  Fundraising,  Need help with skills in Acquire New Donors attended 2010 method or campaign (direct Canvass: organizing, and tech deduping and merging events and actions: mail, phone bank, email, face-  ID people contacted at team to gather lists lists  Contacts made to-face, etc.) the door, especially with  DB administrator and  Need staff and during Voter door-  Total # people who gave & known issue interest interns merge lists volunteers to help with knock canvass percent of those of where  Demographics, address and clean data data entry  People in our asked; by method or and phone information  DB administrator sets  Need $2000 for staff db database who have campaign People attended 2010 events up needed training and to upgrade never given and we  Total amount of contributions and actions: information in database or use excel haven’t asked more  Average / median gift  Good addresses and database to track to handle reports than 2x’s (or never  Range of gifts (lowest – phone numbers campaign methods  Need $ to get email asked) highest)  May need to do list  DB administrator, blaster service that  Friends of staff and enhancement to get web administrator, integrates with our board good contact info communications and database plus training  Friends of Leaders People who haven’t give and fundraiser, setup staff we haven’t asked >2x: web content and  Make sure have good email addresses/phone communications numbers messages  Tracked how many asks Progressive Technology Project Database Planning Template 1 Information Out & How Strategy / Tactics Information IN & How (what information do you need Resources Needed (Fundraising, (what information do you Target Audience(s) to get out, e.g. reports, searches, Who & What (tools, people, skills,$) Communications, or need to collect and track & analysis, evaluation, and how Organizing) how will you get info?) will you use it?)

and what/how we asked (campaign / source code)  Ensure they haven’t given before Friends of Staff and board members:  Track relationship with contact Merge Lists of Friends, with event participants and voter contacts with current db contacts (includes people who haven’t given):  Dedup list  Ensure people are NOT new donors before doing the ask  Decide and track method and campaign of ask – may need to source code (direct mail, phone bank, etc.)

Progressive Technology Project Database Planning Template 2 Information Out & How Strategy / Tactics Information IN & How (what information do you need Resources Needed (Fundraising, (what information do you Target Audience(s) to get out, e.g. reports, searches, Who & What (tools, people, skills,$) Communications, or need to collect and track & analysis, evaluation, and how Organizing) how will you get info?) will you use it?)

Progressive Technology Project Database Planning Template 3