From time to time, in work and in life, you face a task or a goal that seems overwhelming.

When I started to write a book, it seemed like an insurmountable task. Then, I read somewhere that if you just write one page per day, by the end of the year you’ll have a 365 page book! One page per day seemed completely manageable.

Of course, none of my books are 365 pages long, but writing one page per day got me to my goal without feeling overwhelmed – and I was able to write them in under a year!

Chunking Up Your Capital Campaign

Often a task or a goal can seem overwhelming when looking at the big picture — especially something as daunting as a capital campaign. However, if you can break down the goal into manageable pieces or chunks, the smaller parts are all doable.

One of the most useful aspects of the Capital Campaign Toolkit is that it comes with step-by-step instructions on how to move through each phase of the campaign. And each step by itself is completely manageable.

One of the tools in the Capital Campaign Toolkit I’m going to share today is one we recently added, which is a “Checklist for the End of the Quiet Phase” (if you are already a Toolkit subscriber, log in and find it at the end of the Phase 4 handouts).

Seven Steps to Move Beyond Your Campaign’s Quiet Phase

This checklist will help you determine what you need to do before holding your kick-off event and moving into the public phase.

1. Assess progress toward campaign goal

We recommend having raised a minimum of 65% of the campaign goal before going public. For smaller organizations and campaigns, having closer to 75% or even 80% is advisable.

2. Revise campaign timetable as needed

This is a good opportunity to step back and revisit your campaign timeline. Are things on track? Do you need to prepare for a longer campaign or can you wrap up more quickly than anticipated?

3. Determine goal to be published

Up until this point, you’ve been using a “working goal”. Now is the final opportunity to adjust the goal up or down before a public announcement of the official campaign goal.

4. Determine mid-level solicitation teams and enlist leaders for each team

The public phase is when you’ll want to use lots of volunteers to go out and solicit mid-level gifts for your campaign. It’s time to enlist team leaders and provide training for those teams.

5. Complete campaign brochure and develop webpage for public phase

As you approach the public phase of your campaign and you have a firm goal, you’ll want to create a web presence as well as create a glossy brochure. Up until now, you should have been using word documents to share details of your campaign to your largest supporters.

6. Plan campaign kick-off

It’s finally time to plan the capital campaign kick-off event where you will publicly announce your campaign for the first time, and which will officially launch the public phase of your campaign. Kick-off events range in scale and scope from a small groundbreaking with punch and cookies, to something much more elaborate and formal.

7. Secure challenge gift to announce at kick off

A wonderful tool to raise money towards the end of your capital campaign is with a challenge gift. Many donors feel motivated to give when they know their gift is going to be matched.

Get More Capital Campaign Checklists

You will find this and other checklists throughout the Capital Campaign Toolkit, in addition to a multitude of other useful tools to help you navigate your capital campaign.

If you have any questions about your campaign or how the Toolkit could work for you, please email us at support{at}capitalcampaigntoolkit.com.