Fundraising Playbook Template (Project)

Explore

Fundraising Playbook

Project Overview

This section provides a concise summary of the project’s mission, vision, and objectives, ensuring that everyone remains focused on the larger goals. The project’s vision drives all decisions and actions, offering guidance for both the initial launch and long-term growth. It's crucial for everyone to understand and align with the project’s purpose.

The mission, vision, and objectives define the project’s direction and guide team actions. These elements should be regularly referenced during decision-making and collaboration. The vision serves as a compass, ensuring all efforts are aligned with the project’s goals. When clarity is needed or the team loses focus, refer back to the vision to guide decisions and maintain alignment.

Effective communication of the vision is key to engaging and inspiring team members and stakeholders. Consistently incorporate the vision in presentations, discussions, and collaborations to ensure a shared understanding of the project’s direction.

Functional Guide for Project Overview

Understand the Mission, Vision, and Goals Start by thoroughly reviewing the project’s mission, vision, and goals. These foundational elements provide the guiding principles for all activities within the project. Ensure you clearly understand the project’s purpose and long-term objectives to align your efforts accordingly.

Align Your Contributions Use the project’s mission, vision, and goals as a reference when making decisions or setting priorities. Before taking action, ask yourself how your work supports the broader objectives of the project. This ensures that all contributions are cohesive and in alignment with the project’s overall direction.

Use It as a Reference Point Revisit the Project Overview whenever clarity is needed, especially during key decision-making moments. This section serves as a touchstone to help you recalibrate your focus, ensuring that your work and the team’s efforts remain aligned with the project’s core purpose and goals.

Communicate the Project’s Purpose When engaging with team members, stakeholders, or partners, refer to the Project Overview to clearly communicate the project’s mission and objectives. Consistently reflecting the project’s purpose in presentations, reports, and collaborations will keep everyone aligned with the bigger picture.

Project Overview Template (Ready-to-Use)

This template is designed to help you quickly and effectively compile the key details of your project. It covers essential areas such as the project’s mission, vision, objectives, and milestones, providing a structured format to ensure that all important aspects are addressed.

Each section is accompanied by a description to guide you in providing clear and concise information. Once completed, this overview will serve as a valuable resource for presentations, stakeholder communications, and internal alignment.

As you fill in each section, use the checkboxes to track your progress and ensure that the entire overview is completed.

How to Use:

Step-by-Step Input: For each section, fill in the relevant information in the "Input" column.

Tracking Progress: Once a section is complete, check the corresponding box under "Completed."

Final Review: Once all sections are completed and checked, your project overview is ready for use in presentations or reports.Project Overview Template (Ready-to-Use)

Project Overview Template

Project Overview Template

Section

Description

Input (Multiple Answers Allowed)

Completed

Project Name

Provide the official name of the project.

[Enter one or more project names if applicable]

☐

Mission

Describe the core purpose and reason for the project’s existence.

[List multiple mission statements if needed]

☐

Vision

Summarize the long-term vision and impact the project aims to achieve.

[Provide different visions or outcomes]

☐

Objectives

Outline the specific, measurable goals the project intends to accomplish.

[List several goals]

☐

Problem Statement

Briefly state the problem or challenge the project addresses.

[List all relevant challenges]

☐

Solution

Explain how the project provides a solution to the identified problem.

[Provide multiple solutions if applicable]

☐

Target Audience

Identify the main audience or customers for the project.

[List multiple audience groups]

☐

Key Features/Offerings

List key features or offerings that make the project unique.

[Enter multiple features/offers]

☐

Milestones

Highlight key milestones or phases of the project, with relevant dates.

[List multiple milestones with dates]

☐

Financial Summary

Provide a summary of the financial projections, including funding needed.

[Break down financial projections and funding]

☐

Team Overview

Introduce the core team members and their roles.

[List all team members and their roles]

☐

Call to Action

State the next steps or key asks (e.g., funding, partnerships, collaboration).

[List multiple next steps or asks]

☐

⁠

Want to print your doc?
This is not the way.

Try clicking the ⋯ next to your doc name or using a keyboard shortcut (

CtrlP

) instead.