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Fundraising Work Plan Sample and How to Use it

Updated: May 28

You know those scary, heavy, meaningless documents some of us imagine when someone says "work plan"? Those are OUT. They take a bunch of time and energy, are only looked at twice a year and privilege a certain type of writing ability that isn't actually a key component in many folx' roles.

Click the image to start the video.


Now, a document to help you get clear with yourself and your team about accountability as well as kickstarts a practice for norming when things need to come off the work plan? Yes. Those are IN. And they do actually help teams accomplish values-driven work together.

This video takes you through the template we use and offers some coaching on how you can put it to work on your team. If you'd like our template spreadsheet to make your own, let us know by filling out our contact form.


Happy planning!

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