Operations
Fundraising
Gala Event
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External Communications
Purpose:
Purpose-aligned, compelling communications for reach and impactDomains:
- Mailchimp account
- www.whidbeyinstitute.org
- Instag
Accountabilities:
- Procuring photos for social media and communications needs
- Producing and distributing newsletters and mailings
- Designing graphics
- Producing printed material
- Storing archival material related to communications
- Sharing press releases and announcements to local media
- Updating content of onsite kiosks
- Providing material for onsite information racks to @Office Admin
- Marketing events
- Administering social media accounts and coaching @Operations role holders to be successful
- Updating and maintaining website and blog
- Working with external web development contractor to address website issues and to improve website usability
- Training other roles to update specific, role-related aspects of website as needed
- Defining and updating social media policy and/or guidelines
- Defining and updating communications style guides
- Researching and reporting on key projects, programs, and relationships
- Selecting and adopting communications tools, platforms, and channels
- Designing communications calendar in collaboration with other roles
- Posting social media content
- Creating social media guidelines for other roles
- Arranging for one or two staff members to proofread newsletters and other important communications.
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Info provider
Purpose:
Ensuring inquiries are answered by the appropriate roleAccountabilities:
- Responding to messages received at the info@whidbeyinstitute.org email address, or forwarding them to relevant role
- Responding to voicemails left on the main telephone line, or forwarding them to relevant role
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Onsite Videography & Photography
Purpose:
UnspecifiedAccountabilities:
- Photographing people, site, and events
- Recording and editing audio and video for special events
- Sharing photos and/or videos as appropriate
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Registrar
Purpose:
Successfully hosting registration for applicable programsAccountabilities:
- Providing registration reports to program leaders
- Stewarding registrant experiences
- Sending welcome emails to registrants
- Assigning lodging
- Recording offline registration payments
- Handling overdue payment for registrations
- Alerting @Bookkeeper and @Database Adminstrator roles when registration is complete and ready for financial close
- Alerting @Hosting & Logistics when nametag printing and stuffing will be needed, with adequate lead time
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Registration Builder
Purpose:
To provide accurate and appealing program registration formsDomains:
- Retreat Guru
Accountabilities:
- Building registration forms
- Uploading content from Program Information Form to web events platform
- Maintaining Program Information Form
- Serving as primary contact with registration platform
- Training other staff as needed in use of registration platform
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Tech Admin Two
Purpose:
Maintaining specific technology and systems to meet staff and guest needsAccountabilities:
- Maintaining primary voicemail account.
- Supporting the adding and maintaining Google users, calendars, groups, group membership
- Researching and implementing technology improvements to meet team and participant needs
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Fundraising Writer
Purpose:
Creating compelling written and graphic materials for fundraisingAccountabilities:
- Writing language for grant applications when prompted by @Foundation Fundraiser
- Writing appeal letters when prompted by @Giving Programs
- Writing fundraising event invitations when prompted by @Giving Programs
- Writing on-line fundraising appeal messaging when prompted by @Giving Programs
- Writing thank you letters when prompted by @Giving Programs or @Donation Caretaker
- Producing annual reports
- Producing fundraising collateral as needed
- Outsourcing print jobs as appropriate
- Following brand guidelines established by @External Communications to ensure fundraising collateral follows brand guidelines and complements organization-wide communications content, look, and feel.
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Gala Communications Coordinator
Purpose:
To coordinate and create messaging for the Gala (registration page, emails, print invitations)
To ensure printed matter and graphic elements for Gala are on-theme, beautiful, and engaging
Accountabilities:
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GALA GRAPHIC DESIGN & PRINTING
Designing and printing signage for Gala
Designing and printing program for Gala
Designing paper and electronic invitation
Conveying Gala look and feel to @External Communications
Conveying Gala look and feel to @Registration Builder
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GALA MESSAGING
Gathering messaging input from @Gala Fundraising Strategist and @Gala Run-of-Show
Creating and sending paper and electronic Gala invitations and reminders, as @External Communications
Staying abreast of @Gala Fundraising Strategist-led efforts to contact Gala invitees personallyl via email and phone calls.
Supporting written and spoken messaging from participants in the Gala including coaching and if needed writing
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GALA REGISTRATION
Designing and creating online Gala registration page (as @Registration Buildier)
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GALA MEDIA
Coordinating Gala photographer (and if desired, videographer) plan with @Gala Event Logistics Coordinator
Overseeing Gala photographer's (and if desired, videographer's) Gala event plans, presence, and follow-up, coordinating with @Program Coordinator
Preparing Gala slideshow and film clips, coordinating with @Program Coordinator and @Gala Event Logistics Coordinator
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