Fundraising Plan template – easy to use!

General George S. Patton said, “A good plan, violently executed now, is better than a perfect plan next week”

I don’t like the feels that come with the word “violently” and I know this quote has been reworded many times with nicer words than violently – but I always prefer to reference the original source, so General Patton gets the lead.

Here’s another way to say the same thing, “An imperfect plan executed with purpose today is better than a perfect plan never executed”.

You know how when you go to an online recipe site and there’s all this content before the actual recipe? I’m not going to do that.

I’m going to give you the ingredients and recipe for a SMARTplan first, and then over the next few Friday posts, I’ll provide lots of content on how to build a SMARTplan in more detail.

Here are the ingredients for a quick SMARTplan:

S   Story and Strategy (that’s double the impact for being Specific)

M   Metrics and Milestones (that’s twice as good, wouldn’cha say?)

A    Action and Assigned (Whaaaa?! that’s so much better than Attainable)

R    Roles and Responsibilities (well, now this is just getting too robust)

T    Timed and Timed (Gotcha! there’s a reason for this double timed)

Below is a link to download a simple plan template. If you don’t have a written plan in place, and you need something quickly, this will do. Please note, the R sections are removed – they require a little more explanation.

Here’s the template link – instructions are on the second tab.

Note: Template is not loading into the website right now – please email me at for a copy. I promise – this is not a pitch for business, and I will not send you emails in the future. As soon as we get this website glitch fixed, you’ll be able to download the template from here.

If the SMART ingredients and the plan template make sense to you – go for it!

Purposeful planning and execution, Go!


Author: Aimee Sheridan

Aimee has spent the last 20 years in non-profit leadership roles; raising revenue, awareness and building community partnerships to support services that care for those in need. Aimee’s signature strength has been in working with stakeholders to create comprehensive, integrated fundraising and marketing plans. By using data driven strategies focusing and on execution toward the goals, she has been able to help organizations increase their revenue because they are working on the right activities as part of the plan.

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