Funding Tracker Template
Track your progress toward a fundraising goal.
About the Funding Tracker template
A funding tracker -- also known as a donation thermometer, goal thermometer, fundraising thermometer, or donation tracker -- is an integral part of any fundraising campaign. Funding trackers help non-profits and other organizations track their progress toward a fundraising goal. By easily visualizing your milestones and goals, you can raise more money and keep your team on task.
How to use the Funding Tracker template
The funding tracker template empowers you to raise more money for your organization. It provides an easy-to-use format for anyone who needs to track their progress toward a fundraising goal. Here are a few factors to keep in mind while using your funding template.
Step 1: Establish a fundraising goal. To set a realistic funding goal, you need to examine two factors. First, think about what you want to accomplish. Are you a nonprofit looking to raise money for a cause? Are you a startup that needs revenue to ship a product? Or are you trying to get your small business off the ground? Your fundraising goal might vary depending on the nature of your organization. Second, think about your potential donors. Will you be soliciting friends and family? The public? An investment firm? Do some research on similar organizations that have sought funding in the past, and use this research to anchor your goals.
Step 2: Sketch out a donor profile. If you have established a funding goal, then you have started to form a picture of your average donor. Flesh out that picture. How much do you expect the average donation to be? What about the upper bound? Lower bound?
Step 3: Set up benchmarks for success. Most organizations conceptualize their funding tracker as a thermometer. Label the bottom of the thermometer with the smallest amount of funding you might expect to receive. Label the top of the thermometer with the upper bound. Populate the rest of the thermometer with milestones for funding. This will help keep your team on track -- and if you share the funding tracker with the public, it will motivate donors to fund your endeavor.
Why create a Funding Tracker?
1. Track your progress. Funding trackers are an easy way to measure your progress toward fundraising goals. If you are raising funds for a charitable cause, you can expect to receive donations from a variety of sources: online donations, email, text-to-give, and snail mail, to name a few. If you are raising funds for a startup, you can expect to interface with numerous investors and investing organizations. Funding trackers allow you to keep track of your progress without losing sight of your goals.
2. Market your cause. Many organizations choose to share their funding tracker publicly. By sharing the tracker, you can keep your donors excited and motivate people to give. Donors can use the funding tracker to get a snapshot of their impact on your project. And as people give, they can share the tracker on social media.
3. Set clear goals. The funding tracker template empowers you to establish fundraising goals. Raising money for an organization or cause can be a daunting task. Establishing and visualizing a goal and benchmarks for success can keep you on track and motivated. Plus, you can adjust your goals throughout the fundraising process, add milestones, and keep track of donors.
4. Track your donors. Regardless of whether you’re a startup raising funds to grow your business, or a non-profit raising money for a good cause, you’ll need to keep track of your donors. When myriad donors are contributing using a variety of methods, it can be difficult to remember who did what and when. Keep track of your donors so you can express your gratitude when the fundraiser is over.
When to use the Funding Tracker template
Use the Funding Tracker template any time you need to raise money for an organization or cause. You might find it especially beneficial when you have multiple donations coming from a variety of sources.
Get started with this template right now.
Corrective Action Plan Template
Works best for:
Project Management, Operations, Strategic Planning
For a manager or HR leader, it’s the least fun part of the job: Documenting an employee’s performance issues and talking about them directly to that employee. A corrective action plan makes that tough task a little easier by putting issues into a professional, written framework. That way the process, next steps, and details of the conversations are all clearly documented. This template will enable you to eliminate murky communication, align on expectations, and provide step-by-step instructions for your employee.
Kanban Framework Template
Works best for:
Kanban Boards, Agile Methodology, Agile Workflows
Optimized processes, improved flow, and increased value for your customers — that’s what the Kanban method can help you achieve. Based on a set of lean principles and practices (and created in the 1950s by a Toyota Automotive employee), Kanban helps your team reduce waste, address numerous other issues, and collaborate on fixing them together. You can use our simple Kanban template to both closely monitor the progress of all work and to display work to yourself and cross-functional partners, so that the behind-the-scenes nature of software is revealed.
Visual Story Map Template
Works best for:
Marketing, Desk Research, Mapping
Some people like to think of a visual story map as a stylized to-do list, but it’s a lot more powerful than that. Visual story mapping allows your product management team to visualize multiple dimensions of information.
Goal Tracker Template for Small Businesses
Works best for:
Kanban Boards, Agile Methodology, Agile Workflows
Goal Tracker Template for Small Businesses empowers small businesses to set and track their goals effectively. By visualizing goals, milestones, and progress, this template fosters accountability and motivation. With features tailored to small business needs, such as revenue tracking and customer acquisition goals, teams can prioritize initiatives and make data-driven decisions to drive growth and success.
Change Control Process Template
Works best for:
Agile Methodology, Documentation, Product Management
You can predict, research, and plan for every detail of a project to go a certain way—then along comes the unforeseen and modifications are needed. That’s when a change control process comes into play. It helps define the right steps to take, gives stakeholders full visibility, and reduces the chances of errors and disruption. And this template is easy to use and highly effective—for ensuring that proposed changes are reviewed before they’re implemented, and empowering teams to veto changes that might prove unnecessary or disruptive.
Kanban Successful Evolutionary Change
Works best for:
Kanban Boards, Agile Methodology, Agile Workflows
Kanban Successful Evolutionary Change template guides organizations through the process of implementing Kanban methodology for gradual and sustainable workflow improvement. By emphasizing incremental changes and continuous feedback, this template fosters a culture of continuous improvement and adaptability. Teams can visualize their workflow, identify bottlenecks, and implement changes iteratively, leading to improved efficiency and productivity.