Event Resources

• Notes from discussion – key takeaways and links to resources mentioned on the call.
• Campaign Planner – This template helps you take a step-by-step approach to planning your campaign and outlining the messaging, audiences and resources you’ll need to be successful.
• Campaign Project Task Tracker – Get your whole team on the same page with this project management template. Keep track of all of the tasks, who’s driving each task and the due date.
• ​Meeting slide deck – download the deck we walked through during the event.​

Summary of Event Agenda

• Year-end strategies in a Habitat 2.0 world – what should you be planning for?
• Bringing stories into your year-end work – what works? Where do you find them?
• What channels work best? Is direct mail still worth it?
• How to manage a timeline and work plan to reduce stress and stay on schedule.

A New Approach to Year-End Planning

The collaborative fundraising model has changed things no matter what tier or path you are in. We’ll share the latest news and share how Community Connect can support the needs of affiliates.

Free Year-End Planning Tools + Processes

During the event, Community Connect will share a preview of a year-end planning process and a worksheet you can take back to your affiliate to start the planning process.

We will also provide a work planning document, so you can create your team’s work schedule, track and assign tasks to your team members.

What should I expect during this event?

These are not webinars or trainings.

These gatherings create space for affiliates to discuss challenges, share experiences and collaborate on new ideas. Community Connect uses these discussions to design the tools that the community needs.

All participants are welcome to participate actively or sit back and listen.