Annual planning made easy

An annual schedule outlining your fundraising plans for the year can really help get everyone focused. We've made it even easier for you by sharing a template.

This template is based on a real working document and is designed to provide an overview of all your organisation's activities, across the whole year. It's broken down into different sections:

  • ongoing fundraising (i.e. recycling schemes, 100 clubs)
  • pure fundraising (i.e. bake sales)
  • events for families (i.e. sponsored walk)
  • adult social events (i.e. quiz night)

Columns allow you to note the date, the volunteer responsible for each activity and a loose outline of when action needs to be taken.

Sit down with your fundraising colleagues to agree dates for the activities you'd like to run. This makes it easier to spot whether your event will clash with others in the local area, or if you just have too much going on! Once all your activities and dates are agreed, you can get on with the business of rallying volunteers.

The template is a simple Word document, so you can edit it as required. We have filled in a few of the columns to give you an idea of the sort of information you may find useful. Download the planning schedule template here.

Please email the Let's Get Fundraising team if you'd like to share any of your templates or fundraising ideas.

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