Preparation: Planning Your Campaign


You’ve chosen your cause, now it’s time to organize and plan. Planning your campaign is just as important as the execution! What you are trying to achieve with your campaign? How do you break your big idea into manageable steps with shared responsibilities for all involved? Having concrete objectives informs all involved (including your supporters) of what they can do to participate. Whatever your cause, keep asking questions. Read newspaper articles about the topic. Visit organizations where good work is being done. Keep learning!


Confirm the Basics

Determine the fundamentals of your campaign. Based on what you found out during investigation, consider:

  • What is the central need you want to address?
  • Who is your target audience?
  • What resources and time do you currently have to run this campaign?
  • Who can you invite to be part of your campaign team?
  • What specific impact are you hoping to achieve?


Assemble a Team

With a team, you’ll benefit from the diverse skills and talents of teammates, have a built-in support system and share responsibilities. With a team approach, you usually have more extended networks of supporters to draw in other participants as needed, and more strategies for getting the word out about your campaign.


What Works?

Take a look at what other campaigners are doing.

  • Which campaigns do you find more compelling?
  • What do you like about the campaign page?
  • What could the campaigner have done to make it even more informative and appealing?

You’ll learn a lot by seeing how other campaigns are set up and progressing.


Create a Compelling Campaign Page

Creating a compelling campaign page is absolutely crucial to the success of your campaign! Your campaign page should clearly communicate to others what you’re trying to do and why you’re doing it. Here are some tips to ensure your campaign page pulls people in:

  • Description
    • Describe your purpose and reason for getting involved with  this issue, the need, and who is involved including any partners. Including statistics and infographics to break up the text and help people relate to your cause is always a good idea. Be sure to proofread!
  • Featured Image
    • Choose a captivating image for your campaign page, a visual representation of your cause. Images should be high enough resolution so that they aren’t blurry (you can see this when you preview your campaign prior to submission). Will this image compel others to be involved?
  • Video
    • A campaign video is the single best way to make a personal connection with your supporters and engage others in participating. Your video doesn’t have to be super professional, however it should inspire excitement for your campaign and highlight the importance of your cause. Draw people in with your personal story or connection to the cause, and provide a summary of your project. Videos should be no longer than 3 minutes. If you have friends with video production skills, get in touch with them early so they can be involved.
  • Personal Profile
    • Adding a brief description about who you are and why you care about this issue will personalize your campaign and allow others to relate to what matters to you. Be sure to add a photo of yourself or a team shot!


IdeaAnother moment to “pause” – this time on your Philanthropy Project campaign page. Take a moment to update how the process is going, what you are learning, and describe any significant moments so far. This time to reflect is for you, however you always have the option to post your thoughts and impressions on your campaign site.


Next Up: Action – From Ideas to Implementation