![]() Then add these projects to a portfolio to help you manage and monitor all your fundraising events in one place. Once a Task is done, the Event Planner labels that Task as “Complete. If you’re using our template: Duplicate the EXAMPLE TASK in the template, rename it, and convert it into a project. ![]() If work is outsourced for a Task, the Event Planner labels that Task as “Outsourced.” When work begins on a Task, the Event Planner labels that Task as “In Process.” PROMOTING - Use the Promoting column for any marketing-related Tasks, such as developing a marketing plan, creating promotional materials, and managing an event website.ĮXECUTING - Enter any Tasks related to executing your event into this column, such as organizing event setup and registration, managing on-site logistics, and coordinating with staff and volunteers.įOLLOW UP - Put any follow-up Tasks for the event into this column, such as sending out a post-event survey, analyzing feedback, and preparing an event report.Įvent Planner works on Tasks in the first column, then the second column and so on, moving along the board from left to right. VENUE & VENDORS - Put any Tasks related to vendor and venue selection in this column, such as touring potential venues, booking a venue, and coordinating vendor setup and breakdown. PLANNING - Use this column to plan the event details, such as identifying the event’s goals and objectives, creating the budget, and selecting the event date. ![]() Event Planner adds Tasks to the appropriate columns:
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