Send your team a weekly campaign progress update

Step by step

1. Set up a campaign tracker

   Make a Google Sheet with tabs for income by week and by channel (online, events, post, corporate), the target, costs so far, and a notes tab for activity like mailings sent or events held.

2. Book a weekly slot

   Create a recurring Monday morning Google Calendar event to update the sheet. If your ChatGPT plan includes scheduled tasks, set one to remind you with the prompt below.

3. Write the update from the numbers

   Copy the week's totals and notes into your AI assistant with this prompt.

   Prompt to copyWrite a weekly fundraising update for [campaign] for my team and [trustees / manager]. Target: [amount] by [date]. Raised so far: [amount]. This week by channel: [paste]. Last week by channel: [paste]. Costs to date: [amount]. Activity this week: [paste notes]. Include: a one-line headline, percentage of target reached and weeks remaining, what rose or fell compared with last week and the likely reason based on the notes, the best-performing channel, cost to raise each pound so far, 3 suggested focus areas for this week, and anything that needs a decision. Under 250 words. Use only these figures and show your sums.

4. Check the sums and send

   Check the percentages against your sheet, then email the update from Gmail to the team or post it in your usual team chat.

5. Keep a running record

   Paste each update into a single Google Doc so you can see the whole campaign story and use it in your final report.

More Charities & Community guides