Being a professional who deals with sponsorships and the sometimes arduous task of tracking fulfillment of sponsor benefits has made me really appreciate the value in developing the most logical and efficient standard operating procedures.
About one week ago, I sat at my desk and stared at my monitor for a while, frustrated because I *knew* there had to be some “magical” document I could create to keep track of multiple sponsors at multiple tiers and multiple combinations of benefits.
After racking my brain and trying with my usual go-to for keeping track of things, Excel, I decided to try something different and give Word a try hoping it would spur some creative thinking.
Lo’ and behold – it worked!
After messing around for an hour or two, I came up with what I think is a pretty helpful template to track sponsor benefits fulfillment.
In my position, I deal with several very different sponsorship packages. I plan to revise the template accordingly for each separate sponsorship package. These would become living documents and updated annually as content and sponsors change.
Please feel free to take a look and let me know what you think. (Note – the event, sponsorship package, sponsors and benefits are completely fictional and provided as an example.)
Download: Sponsor Benefit Tracking Template
What is your go-to resource or tool to track information like this?
Do you have suggestions to improve my template?
Do you have a completely different and better way to do this?
As always – please feel free to share in the comments!
Great Post Christina! I’m going to ‘borrow” this for my sponsors. I keep finding myself saying did we get that yet, or are they supposed to get us that? Then digging through a bunch of contacts. This is definitely going on my wall so with a quick glance I know where I am.
I think I may make another version for things sponsors owe us as well. Thanks for the template…I’m sure there is software out there somewhere to do all this but I can’t afford ‘fancy’ stuff like that.
Cheers!
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