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Develop a resource plan

Implementing your plan will require resources – people, materials, meeting space, and money, among other things. The next step is to create a plan for securing the resources needed to support your campaign plan.

When developing your resource plan you can begin by identifying what assets are already available to your coalition. Among these, people are your most essential resources. The activities and tactics needed to accomplish your goals are a critical part of campaign planning, and so, too, is knowing who is going to actually carry out those tasks. Look over the activities you laid out in your action plan and ask:

  • Do we have a good combination of leaders and workers?
  • Do we have all of the job descriptions? Social media? Fundraising? Campaign Manager? Do we have the right people in those positions?
  • Is the coalition organized in a way to ensure action and communication are effective and efficient (e.g., workgroups, subcommittees, etc.)? 

Partnerships sometimes focus so much on monetary support that they overlook the tremendous resource opportunity of in-kind donations. In-kind donations can go a long way in helping you meet resource needs. Create a wish list and give it to partners. Maybe an organization doesn’t have money, but they have meeting space, staff time, office supplies, volunteer recruitment power, catering connections, or other in-kind contributions. Let potential contributors find creative ways to meet needs.

In addition to people and in-kind support from member organizations, your campaign may need money for a range of items such as polling, lobbying, and paid media.

Funding alone doesn’t ensure a group’s success, but depending on the breadth of the effort it can be critical. The Funding Guide: Securing additional resources for community health improvement provides tools and resources for identifying and accessing funding resources for your community health initiative. It will help you understand how best to apply for outside funds. The Guide to Maximizing Resources: Leveraging your assets provides tools and ideas that build your capacity to identify, develop and leverage existing resources. It will help you consider your partnership’s strengths and capacity needs, as well as identify what resources need to be developed and what can be better leveraged.

The Donor Fundraising Get-Started Toolkit can help your organization plan or expand its efforts to secure funds from individual and corporate donors. These funds are often unrestricted, which means they provide more flexibility in how they can be used. Unrestricted funds may be a good match for lobbying efforts. They also might fund your equity-related activities, including reaching out to underrepresented communities and hiring community organizers from the communities that are most impacted by the health improvement effort being implemented.

Finally, to address your longer-term funding needs, Community Tool Box provides an outline for Sustaining the Work or Initiative.