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It guides teams to assess existing assets, repeat messages that worked, and prioritize the biggest “big rocks” before breaking work into manageable tactics. The checklist covers defining goals and a clear fundraising ask, budgeting for advertising and printing, scheduling calendar actions before the holiday rush, and monitoring execution to ensure the plan is working across emails, social media, letters, personal asks, and peer-to-peer outreach.",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":11,"@type":70,"position":76},"https://docshare.wps.com/template/presentations/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/year-end-campaign-planning-checklist-start-3/280239/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/year-end-campaign-planning-checklist-start-3/280239.png","ImageObject",442,249,{"name":88,"@type":89},"Ben ","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-11-04","2026-09-16",true,{"@type":98,"interactionType":99,"userInteractionCount":35},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"What are the 3 easy steps to start year-end campaign planning?","Question",{"text":108,"@type":109},"First assess what you already have, then recycle messages that worked, and finally start with your biggest “big rocks” before expanding into smaller tasks.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"What should be included when outlining campaign prep activities for each week/day?",{"text":113,"@type":109},"Set goals, define a clear fundraising ask, allocate a budget for advertising and printing, monitor campaign performance, and block time on the calendar before the Holiday Season begins.",{"name":115,"@type":106,"acceptedAnswer":116},"How should the plan be organized for email and social media tactics?",{"text":117,"@type":109},"For emails, export or create a list, decide sending timing and volume, choose who will write them, and schedule sending in advance. For social media, refresh accounts and cover images, ensure posting access, plan a detailed posting schedule, and coordinate messaging focus across the month and year-end dates.","https://schema.org",{"og:url":78,"og:type":120,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":122,"canonical":78},"index,follow",{"doc_id":124,"site_id":56},280239,1791124249,{"code":4,"msg":5,"data":127},{"doc_id":124,"user_id":128,"nickname":88,"user_avatar":129,"doc_module":9,"category_id":8,"category_name":11,"doc_title":59,"doc_description":61,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":35,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":135,"language":136,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":137,"faqs":138,"seo_title":139,"seo_description":61,"update_tm":140,"read_time":76},2336478951081,"https://ap-avatar.wpscdn.com/davatar_276721f389ce27ea32af1340a28f341c","Year-End Campaign Planning Checklist  \nPleased to meet you!  \nMeet the Author  \nMonica Pitts  \nI’m Monica Pitts, the Chief Creative Officer of MayeCreate Design. I’m a matchmaker of form and function. Founded in 2005, MayeCreate focuses on web design and online marketing. I live in Columbia, MO with my husband Mike, two kiddos Ellis and Aveleen and our two pups Roxie and Quimby. I am an audio book junkie, aerialist, yogi, runner, crafter who loves traveling and playing in the dirt.  \n [www.mayecreate.com | info@mayecreate.com |](www.mayecreate.com | info@mayecreate.com |)@mayecreate  \nWhere should you start?  \nFor those of you who might be feeling a bit behind or overwhelmed let’s break it down into 3 easy steps!  \n1. Assess what you have.  \nYou always start where you are, regardless of how long you've been around. Where are you right now, what do you have that will allow you to connect with people? Remember we build our plan around our assets and our strengths! What assets do you have that you can use to reach people?  \n2. Recycle.  \nGive yourself permission to say the same thing twice. If the message worked the first time, then use it again. Pull from past successes, if it's not broken...don't fix it!  \n3. Start with your big rocks.  \nBuild the biggest thing first. Then break it into pieces to use in the rest of your marketing. Doing the heavy lifting first allows you to repurpose all that hard work into the more tedious day to day communications to spread your message.  \nStill unsure? Listen to the 9 minute podcast for more.  \nWhere to start with marketing your year end fundraising.  \nwww mayecreate com | [info@mayecreate.com](info@mayecreate.com) | @mayecreate  \nStarting Yesterday!  \nOutline your campaign prep activities.  \n(For each week/day/minute depending on how much of control freak you are...)  \n❏ If you haven’t set your goals, set them now.  \n❏ Determine a clear ask for your end of year fundraising.  \n❏ Set aside a budget for advertising and printing.  \n❏ How will you monitor your campaign activities to make sure your plan is working?  \n❏ Put time on your calendar to do things you need to do before the Holiday Season kicks in. You will be busy with your campaign and normal life things.  \nPUT IT ON YOUR CALENDAR.  \nBrainstorm With Your Team  \n❏ Personal Asks  \n❏ Letters/Cards to Donors  \n❏ Phone Calls  \n❏ Emails ❏ Lunch  \n❏ Pledges  \n❏ Peer to Peer  \n❏ Hosted Fundraisers  \n❏ Social Media  \nOutline Tasks for Each Tactic  \nNot sure what to say in your ask? Try this recipe.  \n3 Part Recipe to Craft Your Year End Fundraising Ask  \nwww mayecreate com | [info@mayecreate.com](info@mayecreate.com) | @mayecreate  \nCreative checklist.  \nRemember-We start with the big rocks first so I always start with my emails because I can pull my year end giving letter and social  \nmedia posts right out of my email content.  \nEmails  \n❏ Can you export a list or have a way to send them enmass so you can track the activity?  \n❏ If you don’t have a list have your volunteers and staff members create a list by exporting their email lists.  \n❏ When will you send them? How many will you send?  \n❏ Who is the best person to write them?❏ Write these in advance and schedule  \nthem to send if possible. If not write in advance and create a calendar reminder for yourself to send them with a link to the email content.  \nWhen to send your year end giving emails… and why.  \nListen to the Podcast  \n\n| |\n| --- |\n| Watch the 5 min Video |\n\nwww mayecreate com | [info@mayecreate.com](info@mayecreate.com) | @mayecreate  \nCreative Checklist.  \nSocial Media Efforts  \n❏ Refresh existing accounts, update your cover images with your campaign information.  \n❏ Make sure everyone who will need access to post has access.  \n❏ Follow and interact with influencers, past donors, sponsors and partner organizations.  \n❏ Gather resources for successful posts like photos, videos and stories.  \n❏ Make a detailed plan for posting.  \n❏ Create and schedule as many social posts as possible.  \n❏","cbCaik6LPD2LY8Ct","https://ap.wps.com/l/cbCaik6LPD2LY8Ct","pdf",866687,9,"English","# Year-End Campaign Planning Checklist\n## Start with 3 easy steps\n## Campaign preparation outline\n## Brainstorm with your team\n## Email outreach\n## Social media efforts\n## Personal asks and peer-to-peer","[{\"question\":\"What are the 3 easy steps to start year-end campaign planning?\",\"answer\":\"First assess what you already have, then recycle messages that worked, and finally start with your biggest “big rocks” before expanding into smaller tasks.\"},{\"question\":\"What should be included when outlining campaign prep activities for each week/day?\",\"answer\":\"Set goals, define a clear fundraising ask, allocate a budget for advertising and printing, monitor campaign performance, and block time on the calendar before the Holiday Season begins.\"},{\"question\":\"How should the plan be organized for email and social media tactics?\",\"answer\":\"For emails, export or create a list, decide sending timing and volume, choose who will write them, and schedule sending in advance. For social media, refresh accounts and cover images, ensure posting access, plan a detailed posting schedule, and coordinate messaging focus across the month and year-end dates.\"}]","Year-End Campaign Planning Checklist - Start 3 | PDF",1789535368]