Example Fund Raising Project WBS

 

1. Project Planning

    1.1. Set objectives
    1.2. Compliance

      1.2.1. Review school / community /charitable organization policies and or
      by-laws to ensure event is in compliance with policy
      1.2.2. Will fund raising event provide adequate opportunity to raise needed
      revenue?

    1.3. Define event theme
    1.4. Sponsorships & Donations

      1.4.1. Identify potential sponsors / donors

        1.4.1.1. Venue
        1.4.1.2. Staffing
        1.4.1.3. Consulting

          1.4.1.3.1. Design
          1.4.1.3.2. WWW and social media setup

        1.4.1.4. Refreshments
        1.4.1.5. Merchandise

          1.4.1.5.1. Review merchandising policy – can unsold items be
          returned?

        1.4.1.6. Event main attractions

    1.5. Venue Planning

      1.5.1. Define venue criteria

        1.5.1.1. Capacity, seating
        1.5.1.2. Special access requirements (for attendees, pets, performances,
        vendors, etc.)
        1.5.1.3. Furnishings, amenities
        1.5.1.4. Telecommunications
        1.5.1.5. Security

      1.5.2. Identify potential venues
      1.5.3. Choose venue

        1.5.3.1. Secure necessary permits

        1.5.4. Venue design

          1.5.4.1. Identify design team

        1.5.5. Refreshments

          1.5.5.1. Determine menu / selection
          1.5.5.2. Select caterer / vendor

      1.6. Communications plan
      1.7. Budget

        1.7.1. Staffing
        1.7.2. Venue

          1.7.2.1. Space rental
          1.7.2.2. Design

        1.7.3. Entertainment
        1.7.4. Refreshments
        1.7.5. Marketing

      1.8. Scheduling
      1.9. Marketing Plan
      1.10. Staffing Plan
      1.11. Business case

    2. Donation Management

      2.1. Contact potential donors
      2.2. Define donation tracking and management tool
      2.3. Obtain donations
      2.4. Donation storage

        2.4.1 Financial Transactions
        2.4.1 Physical donations

    3. Attendance Management

      3.1. Invitations
      3.2. Ticket Sales

    4. Marketing

      4.1. Define marketing materials / venue

        4.1.1. Print, radio, www, social media, email

      4.2. Identify design consultant
      4.3. Identify print consultant

    5. Event Day

      5.1. Setup

        5.1.1. Decorations
        5.1.2. Food
        5.1.3. Special events

      5.2. Clean up

    6. Project Closing

      6.1. Thank you / Tax letter for donors
      6.2. Project success article

        6.2.1. Print media version
        6.2.2. WWW / social media updates

    6.3. Fiscal audit review and sign-off
    6.4. Project lessons learned

     

    Fund Raising WBS (graphical format)

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