Example Fund Raising Project WBS
1. Project Planning
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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
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1.4.1.1. Venue
1.4.1.2. Staffing
1.4.1.3. Consulting
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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
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1.4.1.5.1. Review merchandising policy – can unsold items be
returned?
1.4.1.6. Event main attractions
1.5. Venue Planning
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1.5.1. Define venue criteria
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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
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1.5.3.1. Secure necessary permits
1.5.4. Venue design
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1.5.4.1. Identify design team
1.5.5. Refreshments
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1.5.5.1. Determine menu / selection
1.5.5.2. Select caterer / vendor
1.6. Communications plan
1.7. Budget
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1.7.1. Staffing
1.7.2. Venue
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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
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2.1. Contact potential donors
2.2. Define donation tracking and management tool
2.3. Obtain donations
2.4. Donation storage
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2.4.1 Financial Transactions
2.4.1 Physical donations
3. Attendance Management
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3.1. Invitations
3.2. Ticket Sales
4. Marketing
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4.1. Define marketing materials / venue
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4.1.1. Print, radio, www, social media, email
4.2. Identify design consultant
4.3. Identify print consultant
5. Event Day
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5.1. Setup
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5.1.1. Decorations
5.1.2. Food
5.1.3. Special events
5.2. Clean up
6. Project Closing
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6.1. Thank you / Tax letter for donors
6.2. Project success article
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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)