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7 Steps to Organizing a Fundraising Campaign with SharePoint Online

Fundraising is all about teamwork, organization, and imagination. Ignite your team’s drive for communication and accomplishment by focusing some strategic energy on building an organized and efficient fundraising project site. Creating an Organized and Efficient Project Site 1 – Define the Audience Decide who needs to access the fundraising project site. Write down all the possible groups of people who may need access to all or just a portion of the site. Will it be internal staff only, volunteers, partners, and/or board members? Deciding who needs access not only helps with organization, it will also give your IT staff time to prepare technical feedback on your concepts. If you have some spare time, learn how to develop personas on 2 – Establish Goals and Objectives Now decide what you want your SharePoint site to do for your audience. SharePoint can easily be setup to accomplish multiple tasks, but each section should have a specific purpose. Think about what you need each audience segment to do and map these to goals or tasks. This becomes your audience goal matrix. Example: Volunteers need to do a call down to potential donors. In this situation you might want to have a section dedicated to communicating with potential donors with supporting documents like a telescript, mission statement, common questions, and a link to the secure list of donor names and telephone numbers where they can update status. 3 – Create a site map The size of your organization will influence  the size of your fundraising project site. Based on the newly created audience goal matrix, begin listing the content needs and decide how the information will be categorized. One technique to accomplish this goal is to write down potential content categories  on notecards and group them together as a team. Remember, the site map should contain broad categories. Get more information on Sitemaps from Perform a card sort with Optimal Workshop (there’s a free version, up to 30 cards) 4 – Set up a Taxonomy to Organize Files Taxonomy is simply information about the information and helps organize files across the organization. Taxonomy makes it easy to find and display documents regardless of its physical location within SharePoint. This essentially allows the same document to potentially be in two places at once. Taxonomy areas to consider are: Document keywords (or metadata) Document naming convention In a fundraising campaign, one might create a specific document taxonomy around the campaign name, campaign stage, and audience type. You are likely to come up with more! Note: Even if you haven’t identified a taxonomy for your entire organization quite yet, deciding on categories now for...

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