Execute your fundraising goals

Execute your fundraising goals

Learn how to execute fundraising more efficiently with Asana so that you have more time to make an impact in the world!

About this course

Whether you are planning a fundraising event, scheduling your next campaign for donations, or applying for a grant, funding your organization’s mission takes a lot of work. Find out how to work more efficiently with Asana so that you have more time to make an impact in the world.

Who should take this course:

If you're new to Asana and want to learn how to use it to manage your fundraising events, fundraising campaigns, or grant applications this course is for you. Who are you?

 

  • “I’m a nonprofit development professional who runs fundraising events for my organization.”
  • “I’m a nonprofit development professional who manages digital fundraising campaigns for my organization.”
  • “I’m a nonprofit development professional who oversees grant applications for my organization.”

Learning objectives:

Whether you are planning a fundraising event, managing a digital fundraising campaign, or tracking grant applications by the end of this course, you’ll be able to leverage Asana Premium & Business features to…

 

  • Use an Asana template to structure your development work
  • Schedule your fundraising projects with Timeline
  • Speed up and simplify the review process for fundraising assets
  • Share updates on your work so no one is wondering where work stands
  • Create your own custom template to save time on repeatable work

Course expectations:

  • Watch 5 short on-demand videos.
  • Complete 1 short quiz.
  • Apply what you learn to tracking your own fundraising project.

Time:

  • 5 minutes per unit
  • 30 minutes for the entire course

Curriculum

  • Unit 1: Start with a template
  • What you'll learn in Unit 1

     

  • The basics
  • Fundraising templates
  • Fundraising events
  • Digital fundraising campaign
  • Grant tracking
  • Start with your own spreadsheet
  • Unit 2: Map out your schedule with Timeline
  • What you'll learn in Unit 2

     

  • Tip for using Timeline
  • Timeline overview
  • Multi-select and move

     

  • Dependency conflict shift
  • Unit 3: Develop fundraising assets with approvals
  • What you'll learn in Unit 3

     

  • Create an approval task

     

  • Tip for creating approvals
  • Unit 4: Provide status updates
  • What you'll learn in Unit 4
  • Add members to your project
  • Report project status
  • Tip on reporting cadence
  • Unit 5: Create your own custom template
  • What you'll learn in Unit 5
  • Templatize your fundraising work
  • Create your own custom template
  • Check your understanding
  • Unit 6: Additional resources for your fundraising use case
  • Resources for your fundraising use case
  • Tell us what you think

     

  • Congratulations!

     

About this course

Whether you are planning a fundraising event, scheduling your next campaign for donations, or applying for a grant, funding your organization’s mission takes a lot of work. Find out how to work more efficiently with Asana so that you have more time to make an impact in the world.

Who should take this course:

If you're new to Asana and want to learn how to use it to manage your fundraising events, fundraising campaigns, or grant applications this course is for you. Who are you?

 

  • “I’m a nonprofit development professional who runs fundraising events for my organization.”
  • “I’m a nonprofit development professional who manages digital fundraising campaigns for my organization.”
  • “I’m a nonprofit development professional who oversees grant applications for my organization.”

Learning objectives:

Whether you are planning a fundraising event, managing a digital fundraising campaign, or tracking grant applications by the end of this course, you’ll be able to leverage Asana Premium & Business features to…

 

  • Use an Asana template to structure your development work
  • Schedule your fundraising projects with Timeline
  • Speed up and simplify the review process for fundraising assets
  • Share updates on your work so no one is wondering where work stands
  • Create your own custom template to save time on repeatable work

Course expectations:

  • Watch 5 short on-demand videos.
  • Complete 1 short quiz.
  • Apply what you learn to tracking your own fundraising project.

Time:

  • 5 minutes per unit
  • 30 minutes for the entire course

Curriculum

  • Unit 1: Start with a template
  • What you'll learn in Unit 1

     

  • The basics
  • Fundraising templates
  • Fundraising events
  • Digital fundraising campaign
  • Grant tracking
  • Start with your own spreadsheet
  • Unit 2: Map out your schedule with Timeline
  • What you'll learn in Unit 2

     

  • Tip for using Timeline
  • Timeline overview
  • Multi-select and move

     

  • Dependency conflict shift
  • Unit 3: Develop fundraising assets with approvals
  • What you'll learn in Unit 3

     

  • Create an approval task

     

  • Tip for creating approvals
  • Unit 4: Provide status updates
  • What you'll learn in Unit 4
  • Add members to your project
  • Report project status
  • Tip on reporting cadence
  • Unit 5: Create your own custom template
  • What you'll learn in Unit 5
  • Templatize your fundraising work
  • Create your own custom template
  • Check your understanding
  • Unit 6: Additional resources for your fundraising use case
  • Resources for your fundraising use case
  • Tell us what you think

     

  • Congratulations!