IDEO Non-Profit MEMORANDUM (ANSWERED)

QUESTION

Instructions

Part1

Create a WBS for your individual project. Submit it as an attachment to a memo. Your submission should have a Word document (the memo), as well as a document for the WBS). The WBS can be any format that shows the breakdown of the work in a clear manner.

Expectations

• The top-level category must be well defined
• It must have multiple second-level categories that are easily identifiable
• Each second-level category must have multiple third-level categories (you can go below the third level if you like)

 

Part 2

Create a RACI chart for your individual project using real or imagined people for the various roles. Submit it as an attachment to a memo. Your submission should have a Word document (the memo), as well as a Word or Excel table for the RACI chart).

Expectations

• Identify major activities (WBS level three would be appropriate, but not the only way to do this) that require management or business unit involvement.
• Identify managers and business units with Responsible, Accountable, Consulted and Informed roles for each of the major activities.
• Clearly represent the activities and responsibilities in a RACI-type grid.

Hints

Focus on deliverables; don’t dive too deeply into the activity list. The expectation is not that you will look at every task in the Gantt or WBS, but that you’ll be looking at the major activities. It is recommended that you consider three levels—project, phase such as planning, and task.

Project Selection Track

Introduction

I project I have decided to undertake is a Virtual Fundraising Gala to help raise funds to support

IDEO non-profit organization. IDEO is a non-profit design studio that design products and services alongside organizations that are committed to creating a more just and inclusive world and their mission is to design a more inclusive world.(IDEO.org) A virtual fundraising gala gives the opportunity for the company to fund its mission, pay overhead costs, develop campaigns, and make improvements that will benefit future clients who use their services.

Overview of context

IDEO is a global design company founded in Palo Alto, California in 1991. “It’s the creative brains behind the first manufacturable mouse in Apple.”(productplan.com) IDEO has over 30 years of history in producing  innovative solutions to problems and fueling creativity around the world. The 700+ IDEO team that populates nine offices around the world, IDEO has made it its business to create spaces where inspiration and creativity flows easily. This makes it ideal for a virtual gala because it can reach all over the world at one time to garner donations. The departments needed for this project would be the Executive Director, Board of Directors, Marketing, The staff, Volunteers, and Software Engineers.

Overview of Organization and Departments involved in project

Executive Director

As the leader the Executive Director carries the vision of the organization and inspires stakeholders to raise money with them.( transformconsultinggroup.com) Additionally, the Executive Director is responsible for talking with major donors, corporations and foundations. The director is also helpful when setting up fundraising goals.

Board Members

Board Members are also responsible for taking full advantage of their network and relationships. Therefore, the Board members should also be involved in soliciting gifts from major donors and foundations.

Marketing Team and The Staff

Marketing and staff are needed to get the word out to potential donors and previous donors about the fundraiser. By utilizing peer-to-peer marketing strategies, social media, and other grassroots efforts to spread the word. Everyone on the staff are essential in fundraising for a non-profit.

Volunteers

Volunteer staff can be essential by reading and sending emails, monitoring social media posts and sharing fundraising efforts with their network. Software engineers will be needed for the creation of the virtual fundraising platform or website being utilized for the gala.

Brief Statement of background with organization and track

I do not have a specific connection or history with this organization, but I do like their mission and sustainability movement in the design world. I have never worked for a non-profit, but I have done some project s while working for the New York City Department of Transportation. I have an Associates Degree in Business Information and Technology and am currently working toward a combined degree in Business, Management, and Economics and an MBA in Business Management.

Brief Description of Project

The virtual fundraising Gala is a way to host what would normally be a fundraising gala, using a live streaming platform to engage IDEO’s supporters right from the comfort of their own homes. The virtual gala program will feature a similar layout to that of a live gala program with speakers or inspirational videos educating and engaging the audience, a fundraising portion that will include clear calls to action to support the organization. The virtual gala run between 60 – 90 minutes in an effort to keep audience’s attention. This project is still in the infancy stage within the organization.

Identification of Resources

• Hyer – Director will specify goals and guidelines for gala
• Berger – Head of Global Marketing will be apprised of goals and specifications and will create plan for individual marketing staff and volunteers.
• Software design staff will help with setting up livestream platform for gala
• Executive Director, Board Members, Staff, Volunteers, and social media will be used to compile donor/attendee list.

References Used

https://www.ideo.org/

https://www.productplan.com/learn/lessons-from-ideo-for-unlocking-creative-potential/

https://transformconsultinggroup.com/2014/03/06/who-is-responsible-for-fundraising-at-nonprofits/

East Coast Trail Association. Rowe, W. Gl; Slawinski, Natalie. Case No. 9B07M021. Published 01/30/2007, Richard Ivey School of Business, (15 pages).

ANSWER

 

IDEO Non-Profit

MEMORANDUM

To: Project Team Members

From: [Your Name]

Date: [Date]

CC:

Subject: Virtual Fundraising Gala for IDEO

I am pleased to write to you that we will be undertaking a project to organize a virtual fundraising gala for IDEO, a non-profit organization that is dedicated to creating a more inclusive world through innovative design solutions. The purpose of this memo is to provide an overview of the project, its objectives, responsibilities, and the resources we will need to accomplish our project goals.

Overview of the Project

The IDEO virtual fundraising gala is an opportunity to raise funds to support the organization’s mission, help them pay overhead costs, develop campaigns, and make improvements that will benefit their future client base. We plan on having the gala held on a live streaming platform and will feature a program similar to a live gala program, including speakers, inspirational videos, and a fundraising portion that will include clear calls to action to support the organization. The said gala will run between 60-90 minutes to keep the audience engaged, and achieve the goals set out for the project.

Outcomes: The outcome of the project is to successfully organize a virtual fundraising gala that engages IDEO’s supporters and raises funds to support IDEO’s mission and sustainability movement.

Overview of the Organization and Departments Involved

The project will involve various departments, including the Executive Director, Board of Directors, Marketing, The Staff, Volunteers, and Software Engineers. The Executive Director will provide the vision for the organization and inspire stakeholders to participate in raising the funds. The Board Members will be responsible for soliciting gifts from major donors and foundations. The Marketing Team and the Staff will use peer-to-peer marketing strategies, social media, and other grassroots efforts to spread the word about the event. The volunteers will be essential in reading and sending emails, monitoring social media posts, and sharing fundraising efforts with their network. Finally, the Software Engineers will be needed for the creation of the virtual fundraising platform or website being utilized for the gala.

Summary of Responsibilities

Title	Responsibility
Executive Director	Provide guidance and support, and assist in identifying major donors and foundations.
Board Members	Assist in identifying major donors and foundations and help with fundraising efforts.
Marketing Team	Develop and implement a marketing campaign and provide support for the virtual fundraising gala.
Staff	Assist with the planning and execution of the virtual fundraising gala and provide support for marketing efforts
Volunteers	Assist with event logistics, social media monitoring, and fundraising efforts.
Software Engineers	Develop and set up the virtual fundraising platform or website.

 

Goals and Objectives

• To raise $500,000 in donations during the virtual fundraising gala.
• To engage and educate the audience about IDEO’s mission and sustainability movement.
• To increase IDEO’s visibility and reach through social media and other marketing efforts.
• To provide a seamless and engaging virtual experience for attendees.
• To build and maintain positive relationships with major donors, corporations, and foundations.

Plan of Action

• Develop a detailed plan for the virtual fundraising gala, including a timeline, budget, and marketing strategy.
• Identify and engage major donors, corporations, and foundations.
• Develop and implement a social media and marketing campaign to reach out to potential donors and attendees.
• Set up a virtual fundraising platform or website that allows for a seamless and engaging experience for attendees.
• Recruit and train volunteers to assist with the event.
• Create a program for the virtual fundraising gala that includes speakers, videos, and calls to action.

Project Organization Overview                      

Project Plan	Identify	Analyze viability	Actualize the Plan
Project performance Management	Near Term vs. Long term	External Engagement	Virtual Platform
Project Execution	Legal Compliance	Implementation	Efficiency

 

Project Milestones

Milestone	Date
Develop a detailed plan for the virtual fundraising gala
Identify and engage major donors, corporations, and foundations
Develop and implement a marketing campaign
Set up a virtual fundraising platform or website
Recruit and train volunteers
Create a program for the virtual fundraising gala

 

Project Performance Management

Near-Term

PPM will involve monitoring the progress of the project on a regular basis to ensure that it is on track to meet its short-term goals and objectives. This will include tracking the number of donors and funds raised, as well as assessing the effectiveness of marketing and outreach efforts. The project team will use data-driven insights to make adjustments to the project plan as needed and ensure that it stays on track.

Long-term

This step will involve assessing the overall success of the project in achieving its long-term goals and objectives. This will include measuring the impact of the project on the organization and its ability to continue to support its mission of creating a more just and inclusive world. The project team will use KPIs such as donor retention rates and the organization’s overall fundraising success to assess the long-term impact of the virtual fundraising gala project. This will inform future fundraising efforts and the overall strategy of the organization.

 

Work Breakdown Structure for the IDEO Non-Profit Organization Virtual Fundraising

RACI Chart for IDEO Non-Profit Virtual Fundraising

Task	Responsible	Accountable	Consulted	Informed
Defining project objectives and goals	Project Manager	IDEO non-profit Director	IDEO non-profit Staff, Project Team Members	Stakeholders, IDEO non-profit Supporters
Identifying project stakeholders	Project Manager	IDEO non-profit Director	IDEO non-profit Staff, Project Team Members	Stakeholders, IDEO non-profit Supporters
Establishing the project scope	Project Manager	IDEO non-profit Director	IDEO non-profit Staff, Project Team Members	Stakeholders, IDEO non-profit Supporters
Developing project plan and timeline	Project Manager	IDEO non-profit Director	IDEO non-profit Staff, Project Team Members	Stakeholders, IDEO non-profit Supporters
Research fundraising strategies	Project Team Members	Project Manager	IDEO non-profit Staff, External Fundraising Experts	IDEO non-profit Director, Stakeholders
Defining the target audience	Project Manager	Project Team Members	IDEO non-profit Staff, External Fundraising Experts	IDEO non-profit Director, Stakeholders
Determining the fundraising goals	Project Manager	Project Team Members	IDEO non-profit Staff, External Fundraising Experts	IDEO non-profit Director, Stakeholders
Developing a fundraising plan and timeline	Project Manager	Project Team Members	IDEO non-profit Staff, External Fundraising Experts	IDEO non-profit Director, Stakeholders
Developing the branding strategy	Project Team Members	Project Manager	IDEO non-profit Staff, External Marketing Experts	IDEO non-profit Director, Stakeholders
Creating the marketing materials	Project Team Members	Project Managers	IDEO non-profit Staff, External Marketing Experts	IDEO non-profit Director, Stakeholders
Define messaging and communication plan.	Project Team Members	Project Manager	IDEO non-profit Staff, External Marketing Experts	IDEO non-profit Director, Stakeholders
Develop social media and email campaigns.	Project Team Members	Project Manager	IDEO non-profit Staff, External Marketing Experts	IDEO non-profit Director, Stakeholders
Plan and execute virtual events	Project Team Members	Project Manager	IDEO non-profit Staff, External Event Planners	IDEO non-profit Director, Stakeholders
Launch crowdfunding campaign	Project Team Members	Project Manager	IDEO non-profit Staff, External Crowdfunding Platform	IDEO non-profit Director, Stakeholders
Plan and execute other fundraising initiatives.	Project Team Members	Project Manager	IDEO non-profit Staff, External Fundraising Experts	IDEO non-profit Director, Stakeholders
Manage and track donations.	Project Team Members	Project Manager	IDEO non-profit Staff, External Financial Experts	IDEO non-profit Director, Stakeholders
Develop a donor recognition program.	Project Manager	Project Team Members	IDEO non-profit Staff, External Donor Recognition Experts	IDEO non-profit Director, Stakeholders
Engage with donors regularly.	Project Team Members	Project Manager	IDEO non-profit Staff, External Donor Engagement Experts	IDEO non-profit Director, Stakeholders
Provide updates on project progress and outcomes.	Project Manager	Project Team Members	IDEO non-profit Staff, External Communication Experts	IDEO non-profit Director, Stakeholders
Thank donors and show appreciation	Project Team Members	Project Manager	IDEO non-profit Staff, External Donor Appreciation Experts	IDEO

 

Identification of Resources

To accomplish our goals, we will need the following resources:

• P. Hyer – Director: To specify goals and guidelines for gala
• S. Berger – Head of Global Marketing: To be apprised of goals and specifications and to create a plan for individual marketing staff and volunteers
• Software design staff: To help set up the live stream platform for the gala
• Executive Director, Board Members, Staff, Volunteers, and social media: To be used to compile donor/attendee list.

This project is still in the infancy stage within the organization, and we have a lot of work ahead of us. However, with the support of the project team members, we are confident that we can achieve our objectives and make a meaningful impact on IDEO’s mission. I look forward to working with each of you on this exciting project.

If you have any questions or concerns, please do not hesitate to contact me.

Best regards,

[Your Name]

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