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Crafting a Successful Finance Plan: Proven Strategies & Tracking Methods

Learn how to create and manage a finance plan effectively, including setting goals, hosting events, engaging hosts, internet and mail solicitation, PAC and official giving, and maintaining flexibility in your plan. This guide offers practical tips for progress tracking and goal setting.

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Crafting a Successful Finance Plan: Proven Strategies & Tracking Methods

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  1. Writing A Successful Finance Plan By Rachael Rice

  2. Sample Finance Plan: Overview

  3. Call Time & Meetings Set Your Schedule & Track Progress • Dials per hour • Connects per hour • Pledges per hour • Hard • Soft • Non-specific

  4. Events Things to Consider When Setting Event Goals: • Event targets – who will you ask? • Setting goals to targets • Do you have a host committed to raise? • Do you have a host committee? • How much can you push in? • How much time do you have to give to follow up? • Track your progress and be honest

  5. Things to think about when projecting income from An Event Host / RAISER Setting a Goal Commitment: What did the host/raiser agree to? What did you ask the host/raiser to do? What do you think they have the time & potential to do? Who are they raising from? Are you double counting? Helpful tips Touch base with the host/raiser regularly and reiterate the goal. Can you pair up hosts? Be realistic about what the host/raiser can actually deliver-moderate your expectations on your Finance Plan accordingly. People are well intentioned but . . . Track your progress and be honest!!

  6. Internet and Mail • Re-solicits: • Mail or E-mail universe (x) average response rate (x) average contribution = Goal 250 universe (x) 8% response rate/20 donors (x) $25.00 average contribution = $500 How often do you re-solicit? • Mail: 4 weeks • E-mail: Weekly • Prospecting: • Mail or E-mail universe (x) 2% average response rate (x) average contribution = Goal 500 universe (x) 2% response rate/10 donors (x) $15.00 average contribution = $150

  7. PAC GIVING

  8. Elected Official GIVING • What to think about when setting an Elected Official Goal • Delegation / Region • Leadership • Common Interest Background • Moderate your expectations

  9. Keeping it all together Commit your plan to paper but . . . Your finance plan is a LIVING DOCUMENT that will change throughout the campaign You should update your plan regularly Put your plan on a Google Doc and share! Be realistic about your potential & your outstanding pledges

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