Day 1 Agenda
8 - 9am - Breakfast and introductions
Candidates are encouraged to show up early for breakfast and networking
9am - 10am - Training Kickoff
Welcome, review agenda, logistics, about PCCC
10am - 11:30am - List building and donor Research
Making a donor list with your candidate, tools and systems for donor research. Circle of donors. Making clean spreadsheets. How to research and determine ask amounts.
11:30 - 11:45am - Break
11:45 - 12:30 - Using NGP
Basics of what NGP is, how to use it and where to find additional trainings
12:30pm - 1:30pm - Lunch
1:30pm - 2:30pm - Making the ask
Principles for making a strong ask, training your candidate to make strong asks.
2:30 - 2:45pm - Break
2:45pm - 3:45pm - Managing Call Time
Preparation, keeping the candidate on the phone, follow up. Trainees research donors from their own networks and create call sheets.
3:45pm - 5:30pm - Call time practice
Trainees manage each other making PCCC fundraising calls to their personal fundraising networks. Debrief in small groups after. How to leave messages and managing call backs.
5:30pm - 5:45pm - Break
5:45pm - 6:30pm - Saying Thank You & Donor Cultivation
Best practices and systems for ensuring everyone gets thanked. Turning small donations into larger ones. Trainees make thank you notes to any donations they just received.
6:30pm - 7pm - Wrap up
Thanks, review what we’ve learned, working w/ PCCC going forward.
7pm - 10pm - Social event for trainees
Day 2 Agenda
8 - 9am - Breakfast and introductions
Candidates are encouraged to show up early for breakfast and networking
9am - 9:30am - Training Kickoff
Welcome, review agenda, logistics.
9:30am - 10am - PAC Fundraising and Labor Outreach
Effective labor outreach, how much to budget
10am - 10:15am - Break
10:15am - 11:45am - Fundraising Events
Setting goals, Logistics, recruitment, execution and following up. Sharing good, bad and ugly stories.
12pm - 1pm - Lunch
1pm - 2pm - Online Fundraising
Building an email list, making compelling asks, working w/ partners. Using ActBlue.
2pm - 3:30pm - Budgeting, Cash Flow and Compliance
Documenting money in & out, prepping for reports. Create a handout of Sec of State websites.
3:30pm - 3:45pm - Break
3:45pm - 5:30pm - Call time practice #2
Review lessons from day 1 and apply. Trainees manage each other making fundraising calls to their donor networks. Using the same partners as yesterday. Includes a short debrief at the end.
5:30 - 5:45pm - Break
5:45pm - 7pm - Writing a Finance Plan & Tracking your progress
Tying it all together into one document, setting quarterly goals. Using scenarios prepared by PCCC.
7pm - 7:30pm - Wrap up
Thanks, review what we’ve learned, working w/ PCCC going forward.
