Campaign toolkit roadmap (what to do when)


The roadmap is the plan that guides your team through the campaign, from launch to #GivingNewsDay and through the final days of December.

How to use the roadmap:

  • Assign roles before the campaign starts. November and December will move fast! Make sure everyone on your team knows what they own, so they can quickly send appeals, monitor progress, and pivot if something isn't working.
  • Follow the roadmap step by step, or adapt it to fit your team's needs. The roadmap is built around 1–3 email appeals per week, enough to stay visible without fatiguing your list. Using this as a starting point, shift dates around your editorial calendar and note any blackout days (holidays, breaking news, etc.) before the campaign starts.

Open the campaign toolkit roadmap →

Campaign Toolkit Resources
*New for 2026* Campaign Operating System