Guide your philanthropy event creation with our comprehensive checklist, covering event planning from conception to post-event evaluation.
1
Identify the cause or purpose of the event
2
Decide on the event format
3
Set a date for the event
4
Create a budget
5
Approval: Budget
6
Plan the program schedule
7
Secure a venue
8
Recruit volunteers
9
Outreach to potential donors and attendees
10
Approval: Outreach plan
11
Arrange for catering and other amenities
12
Select and book speakers or entertainers
13
Approval: Speaker/Entertainer Selection
14
Design and distribute invitations
15
Create a marketing plan
16
Coordinate with the press for publicity
17
Set up on-site logistics
18
Approval: On-site Logistics Plan
19
Gather materials and resources needed
20
Carry out the event
21
Post-event follow-up and evaluation
Identify the cause or purpose of the event
This task is crucial as it sets the foundation for the entire event. Consider the impact you want to make and the specific cause or purpose you want to support. What are the main objectives you hope to achieve? Think about how this event will align with your philanthropic goals. Are there any particular challenges or considerations related to this cause?
Decide on the event format
The event format will largely depend on the cause or purpose you identified in the previous task. Consider the level of formality, the duration, and the overall atmosphere you want to create. How will the format help achieve your objectives? Are there any specific preferences or requirements you need to consider?
1
Gala Dinner
2
Charity Auction
3
Fundraising Walk
4
Community Outreach
5
Concert Performance
Set a date for the event
Choosing the right date is crucial to ensure maximum attendance and support. Consider any timing constraints or considerations related to your cause. Are there any significant dates or events you want to align with? How much time will you need for planning and preparation?
Create a budget
Planning your budget will help you allocate resources effectively and ensure all aspects of the event are covered. Think about expenses related to venue, catering, entertainment, marketing, logistics, and any other relevant areas. Are there any specific sources of funding or sponsorship opportunities you can explore? What strategies can you implement to maximize financial effectiveness?
Approval: Budget
Will be submitted for approval:
Create a budget
Will be submitted
Plan the program schedule
Developing a detailed program schedule will ensure a smooth flow of activities during the event. Consider the duration of the event, the sequence of different activities, and any special moments you want to include. How will the program engage attendees and convey your cause effectively? Are there any specific time constraints or logistics to be aware of?
Secure a venue
Choosing the right venue is crucial for the success of your philanthropy event. Consider the capacity, accessibility, and atmosphere of potential venues. Are there any specific requirements related to your event format or audience? How will the venue contribute to the overall experience?
Recruit volunteers
Volunteers play a key role in successfully executing a philanthropy event. Identify the roles and responsibilities you need volunteers for. How will they contribute to the event? Consider any specific skills or qualifications required. What strategies can you implement to attract and motivate volunteers?
Outreach to potential donors and attendees
Engaging potential donors and attendees is crucial for the success of your event. Develop a comprehensive outreach plan that includes strategies for reaching out to individuals and organizations. How will you communicate the cause and generate interest? Consider different channels and techniques for outreach. Are there any potential challenges or objections you need to address?
1
Email
2
Social Media
3
Phone Call
4
Direct Mail
Approval: Outreach plan
Will be submitted for approval:
Outreach to potential donors and attendees
Will be submitted
Arrange for catering and other amenities
Providing food, beverages, and other amenities will enhance the overall experience of your event. Consider the preferences and dietary restrictions of your attendees. Are there any specific themes or concepts you want to incorporate? How will the catering contribute to the atmosphere and purpose of the event?
1
Vegetarian
2
Vegan
3
Gluten-free
4
Dairy-free
5
Nut-free
Select and book speakers or entertainers
Engaging speakers or entertainers can add value and draw attention to your philanthropy event. Consider individuals who are passionate about your cause or have expertise in the field. How will their participation enhance the event experience? Are there any specific requirements or preferences you need to consider?
Approval: Speaker/Entertainer Selection
Will be submitted for approval:
Select and book speakers or entertainers
Will be submitted
Design and distribute invitations
Creating visually appealing invitations will attract potential attendees and convey the significance of your event. Consider the design elements, tone, and format that align with the event's purpose. How will the invitations effectively communicate the cause and generate interest? Are there any specific methods or platforms you prefer for distribution?
1
Email
2
Postal Mail
3
Social Media
4
Event Website
Create a marketing plan
Developing a comprehensive marketing plan will help you effectively reach your target audience and generate interest in your philanthropy event. Consider different channels and techniques for promotion. How will your marketing efforts convey the cause and attract potential attendees? Are there any specific partnerships or collaborations you can leverage?
1
Social Media Campaigns
2
Press Releases
3
Influencer Partnerships
4
Content Marketing
5
Community Outreach
Coordinate with the press for publicity
Engaging with the press can provide valuable publicity for your philanthropy event. Identify media outlets and journalists who are interested in your cause. How will the press coverage raise awareness and generate engagement? Are there any specific press release requirements or strategies you need to consider?
Set up on-site logistics
Planning and coordinating logistics will ensure a smooth and successful event. Consider factors such as seating arrangements, signage, audio-visual equipment, and any other requirements specific to your event format. How will these logistics support the overall experience and program? Are there any potential challenges or contingencies you need to plan for?
Approval: On-site Logistics Plan
Will be submitted for approval:
Set up on-site logistics
Will be submitted
Gather materials and resources needed
Identify and gather all the materials and resources required for your philanthropy event. This may include printed materials, promotional items, equipment, props, and any other relevant items. How will these materials contribute to the overall experience and support your cause? Are there any specific sourcing or procurement considerations?
Carry out the event
Executing the event requires detailed planning, coordination, and implementation of all the tasks. Think about the sequence of activities, the roles and responsibilities of team members, and any contingencies you need to prepare for. How will you ensure a seamless and impactful experience for the attendees? Are there any specific procedures or guidelines to follow?
1
Set up venue
2
Welcome guests
3
Conduct program activities
4
Manage logistics
5
Coordinate with volunteers
Post-event follow-up and evaluation
Assessing the outcomes and impact of your philanthropy event is important for future planning and improvement. Consider the key performance indicators you want to measure. How will you gather feedback from attendees and stakeholders? Are there any specific methods or tools you prefer for evaluation?