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Special Events 101

Special Events Workshop October 2012

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Page 1: Special Events Workshop October 2012

Special Events 101

Page 2: Special Events Workshop October 2012

The Big Question

Special Events are an easy way to raise operating funds.

True or False?

Story time

Page 3: Special Events Workshop October 2012

AgendaKey Criteria of a Special Event

Why Special Events Fail

Choosing the Right Special Event

Planning a Special Event

Budget

Special Event Timeline

Determining Success

After the Event

Page 4: Special Events Workshop October 2012

A Successful Special Event

Is carefully planned

Makes use of a strong committee

Reaches its target audience

Sells the right amount of advance tickets

Meets its goals and objectives

Raises significant dollars

Promotes positive and timely follow-up

Page 5: Special Events Workshop October 2012

Why do Special Events Fail?There are 3 primary pitfalls

1. Belief that a SE is can or should be you biggest source of operating income

2. Too little return for the amount effort—did you budget for staff time?

3. Misuse of volunteers Burning them out Not giving them ownership Not expressing appreciation

Page 6: Special Events Workshop October 2012

Failure Specifics

Did not raise enough income

Did not attract new donors

Diverted attention from other fundraising efforts

Lack of clearly defined roles-staff and vols.

Inadequate sponsorship

Inadequate advance ticket sales

Page 7: Special Events Workshop October 2012

Choosing the Right Event

Have we examined all the options?Do we have the time, talent and resources?Have we set an appropriate $ goal?Have we explored what others have done?Does our SE reflect age, giving capacity of my

target participant?Does the theme fit my mission?

Page 8: Special Events Workshop October 2012

Ask yourself

Would I hold a golf tournament if I run a theatre company committed to bringing the arts to lower income kids?

Would my donors be interested in that?

Page 9: Special Events Workshop October 2012

Consider these Elements

A suitable and affordable venue

Add-ons; auctions, awards, celebrity, sig. cocktail?

Additional “asks”

Realistic budget

Publicity and promotion

Risk and Liability

Sponsorship

How many similar events are happening?

Page 10: Special Events Workshop October 2012

Planning a Special EventYou Need

A qualified, dedicated event chair

An abundance of volunteers

An active, dedicated and supportive Board

Ample to accomplish all the tasks

A good mailing/prospect list

Enough sponsors and supporters

A degree of community recognition

Page 11: Special Events Workshop October 2012

Where and WhenWhere?Should be logically connected to your organizationShould be easily accessibleShould match the mood of the eventShould fit your budget

When? Is there a time that works best for your organization?What else is going on at that time of year?Are your volunteers available when you need them?Have you provided enough planning time?

Page 12: Special Events Workshop October 2012

BudgetDetermine what portion of your ops budget will be covered

by the event

Factor in: STAFF TIME Venue rental Equipment (AV, chairs, etc.) Services (catering, transport. Security, etc.)\ Entertainment Publications/Publicity Decorations Recognition

Page 13: Special Events Workshop October 2012

Budget con’t.Ask yourself if you can get any of the above for Free!!

IncomeTicket salesSponsorship In-KindAdditional $ contributionsMembershipsAuction Item salesSwag sales

Page 14: Special Events Workshop October 2012

Timeline for a July EventAugust – select cmte., speaker(s), set mtg. schedule

September – assign tasks, contact speaker, choose venue, equipment, permits, insurance, security

October – draft event agenda in 15-30 min. increments

November – identify potential sponsors

December – ID target participants and begin sponsorship discussions

January – ID caterer and entertainment

Page 15: Special Events Workshop October 2012

Timeline con’t.February – approve menu, select music

March – print invitations, flyers, tickets. Finalize publicity plan

April – BIG CHECKIN MTG. On track? Issues?

May – start publicity, meet with volunteers, send invitations (last week of the month)

June – Coordinate all elements – do run through and talk to all vendors

July – Event and Followup

Page 16: Special Events Workshop October 2012

Determining Success Questions to ask after the event is over

Did we make enough money?

Were the tickets priced right?

Were enough tickets pre-sold?

Was our target market well-defined?

Will the event promote future community involvement?

Was the event well-planned executed?

Page 17: Special Events Workshop October 2012

Questions Did the special event interfere with other fundraising

efforts?

Did we attract good sponsorship?

Was our event cmte. Chair effective?

Was the staff/volunteers effective?

Was the board supportive of our efforts?

Did we give ourselves enough time?

Was our mailing list sufficient?

Page 18: Special Events Workshop October 2012

Questions Evaluate and analyze any mistakes that you have made

Keep this report on file. It is important historical data

Page 19: Special Events Workshop October 2012

After the EventHold an assessment meeting to discuss the previous

questions

Acknowledge donors and sponsors within 2 weeks

Big donors/sponsors should receive personal thanks – phone calls or in person

Tell your donors/sponsors what their money will support

Include any press received

Provide feedback to those who could not attend

Page 20: Special Events Workshop October 2012

Would you do it again?

Discussion

Page 21: Special Events Workshop October 2012

Thank You!

Cindy Pandini

[email protected]

604-568-9420