Marketing events look like they will be virtual, rather than in-person, for a very long time, and to help our users we have a template that can set you up in just seconds with a complete Task Board:
Click to view this template
This is a more elaborate template, with over 20 separate cards organized into a smooth workflow: Pre-Planning → Launch Preparation → Promotions → Operations.
Each card, representing a significant task, comes with helpful resources (as attachments) and detailed subtasks. Here’s an example:
An example task from this template
We have been preparing a number of templates for our users. Most recently we have been focusing on our Marketing and Nonprofit users, but we will also be launching templates for many more jobs, to reflect the broad spread of our users around the world.
Check out the template and let us know if we can improve it!
Marketing events look like they will be virtual, rather than in-person, for a very long time, and to help our users we have a template that can set you up in just seconds with a complete Task Board:
Click to view this template
This is a more elaborate template, with over 20 separate cards organized into a smooth workflow: Pre-Planning → Launch Preparation → Promotions → Operations.
Each card, representing a significant task, comes with helpful resources (as attachments) and detailed subtasks. Here’s an example:
An example task from this template
We have been preparing a number of templates for our users. Most recently we have been focusing on our Marketing and Nonprofit users, but we will also be launching templates for many more jobs, to reflect the broad spread of our users around the world.
Check out the template and let us know if we can improve it!
Marketing events look like they will be virtual, rather than in-person, for a very long time, and to help our users we have a template that can set you up in just seconds with a complete Task Board:
Click to view this template
This is a more elaborate template, with over 20 separate cards organized into a smooth workflow: Pre-Planning → Launch Preparation → Promotions → Operations.
Each card, representing a significant task, comes with helpful resources (as attachments) and detailed subtasks. Here’s an example:
An example task from this template
We have been preparing a number of templates for our users. Most recently we have been focusing on our Marketing and Nonprofit users, but we will also be launching templates for many more jobs, to reflect the broad spread of our users around the world.
Check out the template and let us know if we can improve it!
We had previously mentioned our Grant Pipeline for nonprofits; here’s a similar version that our nonprofit users can use to track their fundraising in general.
Click to view this template
This simple template lets your nonprofit team track all the fundraising opportunities that are out there, and make sure they get attended to as they go through the process: Prospect → Contacted → Pitch Preparation → Await Response.
As the possible opportunities move through the process, for each opportunity you need to track at least this information:
Name and contact details for donor.
Organization (include specific department or program office if you are dealing with a foundation).
Key motivations: what’s the donor’s known mission, and how does your nonprofit fit within that vision.
Likelihood of donation: this is something that you update as the task moves through the process.
Pitch process: smaller donors may have an information process, but larger donors are likely to have intermediaries like foundations or family offices that have a specific process they like to follow before they will commit to a donation. Make sure you follow their process!
Expected Date: when you think the donor might make a decision.
Fiscal Year: which fiscal year the grant will come in, for your nonprofit.
Check it out and let us know if we can improve it.
We had previously mentioned our Grant Pipeline for nonprofits; here’s a similar version that our nonprofit users can use to track their fundraising in general.
Click to view this template
This simple template lets your nonprofit team track all the fundraising opportunities that are out there, and make sure they get attended to as they go through the process: Prospect → Contacted → Pitch Preparation → Await Response.
As the possible opportunities move through the process, for each opportunity you need to track at least this information:
Name and contact details for donor.
Organization (include specific department or program office if you are dealing with a foundation).
Key motivations: what’s the donor’s known mission, and how does your nonprofit fit within that vision.
Likelihood of donation: this is something that you update as the task moves through the process.
Pitch process: smaller donors may have an information process, but larger donors are likely to have intermediaries like foundations or family offices that have a specific process they like to follow before they will commit to a donation. Make sure you follow their process!
Expected Date: when you think the donor might make a decision.
Fiscal Year: which fiscal year the grant will come in, for your nonprofit.
Check it out and let us know if we can improve it.
We had previously mentioned our Grant Pipeline for nonprofits; here’s a similar version that our nonprofit users can use to track their fundraising in general.
Click to view this template
This simple template lets your nonprofit team track all the fundraising opportunities that are out there, and make sure they get attended to as they go through the process: Prospect → Contacted → Pitch Preparation → Await Response.
As the possible opportunities move through the process, for each opportunity you need to track at least this information:
Name and contact details for donor.
Organization (include specific department or program office if you are dealing with a foundation).
Key motivations: what’s the donor’s known mission, and how does your nonprofit fit within that vision.
Likelihood of donation: this is something that you update as the task moves through the process.
Pitch process: smaller donors may have an information process, but larger donors are likely to have intermediaries like foundations or family offices that have a specific process they like to follow before they will commit to a donation. Make sure you follow their process!
Expected Date: when you think the donor might make a decision.
Fiscal Year: which fiscal year the grant will come in, for your nonprofit.
Check it out and let us know if we can improve it.
The workflow itself is simple: To Do → Researching → Recording → Editing → DesigningGraphics → Scheduled → Done.
We have included useful links and suggestions in the first column to help you if you are new to YouTube video production. Here’s an example, on how to produce a video description:
YouTube Resources Example
Check it out and let us know if we can improve it.
The workflow itself is simple: To Do → Researching → Recording → Editing → DesigningGraphics → Scheduled → Done.
We have included useful links and suggestions in the first column to help you if you are new to YouTube video production. Here’s an example, on how to produce a video description:
YouTube Resources Example
Check it out and let us know if we can improve it.
The workflow itself is simple: To Do → Researching → Recording → Editing → DesigningGraphics → Scheduled → Done.
We have included useful links and suggestions in the first column to help you if you are new to YouTube video production. Here’s an example, on how to produce a video description:
YouTube Resources Example
Check it out and let us know if we can improve it.
What do you need to achieve for branding? Well, Gibson believes it requires answering three questions about your company:
What is it? Be descriptive.
What are the customer benefits? How does it improve customers’ lives?
What is its personality? If your product, company or service was human and you met at a cocktail party, how would you describe him/her?
When using this template to answer these three questions, make sure you:
Bring in as many people from across the company when you do your positioning, to get as many perspective as possible.
Be succinct and clear, to the point where a middle-school student could understand what you are saying.
Limit yourself to three words.
Avoid fuzzy words.
Create a personality for your company.
Own a specific word in your company’s mind.
The first three steps, identified as tasks in the Getting Started column on this template, are:
Understanding what is a brand.
A brand is the unique story that consumers recall when they think of you.
Understanding what is a branding pyramid
Understanding the concept summary
The concept summary takes all of the thinking from your positioning model, branding pyramid and internal discussions about what your company wants to be when it grows up — and reduces it to one paragraph.
The template walks you through the process, step-by-step:
The next time you need to do a branding exercise for your company or product, use this template. And let us know if we need to improve it.
