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Plan a One-Time Event
You can plan your one-time event as you wish, but we have some steps that we think will help.
To plan a one-time event, we recommend you:
- Sketch Out the Structure
When you're planning an event that relies on volunteer help, it's essential to first visualize (perhaps even sketch out) the event structure so that you can translate it into Salesforce.
Sketch Out the Structure
When you're planning an event that relies on volunteer help, it's essential to first visualize (perhaps even sketch out) the event structure so that you can translate it into Salesforce.
Many small to medium nonprofits hold events that require many volunteers. For example, the event planner at Sarah's local community kitchen puts on an annual gala where she needs to schedule setup crew, waitstaff, bartenders, cleanup crew, and more. And on top of all those volunteer positions, she needs different volunteers at different times.
The planner at the community kitchen knows she needs volunteers at these times:
- Setup Crew 4 pm - 6 pm (10 people)
- Guest Check In 6 pm - 7 pm (2 people)
- Waitstaff 6 pm - 8 pm (10 people), 8 pm - 10 pm (6 people)
- Bartender 6 pm - 8 pm (2 people), 8 pm - 10 pm (2 people)
- Cleanup Crew 10 pm - 12 am (10 people)
Think of the big fundraising event as the Campaign, since it is the top level of the structure. The event has specific volunteer tasks, such as setup and cleanup, that are represented by Jobs. You can further break down Jobs into Shifts that require a certain number of volunteers on specific dates and times.
The way you structure your data affects how your volunteer requests appear on your website. For more information on website integration, see Website Integration—A Tag Team Event.
Now that you have a vision of how you want your event structure laid out, go ahead and start creating it in V4S. First up, create the Campaign.
