U L T I M A T E N E W Y E A R C H E C K L I S T

Start your year off strong with our Ultimate New Year Checklist. Let us guide you through monthly priorities and help you keep

track of key areas to focus on throughout the year.

C O N S T I T U E N T D A T A M A N A G E M E N T P L A N N I N G

Constituent database is up-to-date DonorsMembersVolunteersEvent attendees

Constituent database is connected to email and donation formsDe-duplication and data hygiene process is in place

F I N A N C I A L P L A N N I N G

Annual budget approvedQuarterly financial statements are available to the boardPlans submitted to meet goals and budgetsAll financial records are in one place and ready for year-end reporting and auditing

F U N D R A I S I N G P L A N N I N G

Review results of past campaignsSet goals for campaignsIdentify new campaign opportunities: advocacy, giving days, virtual events, DIY fundraising drive Fundraising action plan created for each campaign:

What are you fundraising for?How will you fundraise (p2p, offline, email campaign)?When will fundraising begin and end?Who is your target audience? Digital and physical requirements outlined (website, event spaces, parking)

D I G I T A L C O M M U N I C A T I O N P L A N N I N G

Create overall integrated campaign outline:

Calendar

Key messages

Channel (emails, social, website)

Segmentation strategy (lapsed, monthly, planned giving, upgrades etc.)

Testing methodology

Creative and content requirement (downloads, copywriting, photos, lightboxes, emails etc.)

Online advertising support

Consistent eNews and stewardship strategy

Thank-you emails are reviewed and updated

Welcome series emails are reviewed updated Email stationery is reviewed and updated

W E B S I T E P L A N N I N G

Install/review Google Analytics and Tag ManagerReview SEO tactics Hero photos and homepage content up to dateContact information is accurateEmail sign-up links are prominent Donate button and CTA links are prominentLast blog or news post is recentEvent calendar is up-to-dateLatest newsletter is availableAudit all donation forms:

Mobile responsivenessAble to complete formThank you page is up-to-dateReceived autoresponder

D I G I T A L K E Y P E R F O R M A N C E I N D I C A T O R S

Determine website and email KPIsEmail file sizeUnsubscribe ratesEmail sendsOpen ratesClick-thru-ratesConversion ratesWebsite traffic and conversionDonation form traffic and conversion

Set KPI goals

E V E N T P L A N N I N G

Event calendar is up to date on websiteAnnual fundraiser(s) date setEvent committees are in place for all eventsEvent promotional package created (press release, email invites, etc.)Digital communication plan created

Website and digital requirementsEmail recruitment planSocial media promo posts scheduled to go out on Facebook, Twitter, and Instagram

Registration and attendee lists are updated

B O A R D P L A N N I N G

Board recruitment plan

Board recruitment is complete, and all roles have been filledOrientation materials are up-to-dateA plan is in place for board member transitions

Board meeting dates are set for the next quarterMeeting minutes are documented and are easily accessible for all staff/board members

V O L U N T E E R P L A N N I N G

Volunteer recruitment plan

Have all volunteer positions been filled?Volunteers have completed orientationDevelop volunteer engagement plan

What positions need to be filled?Deadline for recruitmentAssemble interview committeeSchedule interviews

Orientation and introduction to appropriate staff and volunteersInformation gathering and handover plan

Which positions need to be filled?Deadline for recruitmentAssemble interview committeeSchedule interviews

L E A R N M O R E A T

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