Crowdfunding Toolkit

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Think critically and completely through emerging issues, quickly solving problems and communicate the solutions clearly to the right people at the right times.

More Uses of the Crowdfunding Toolkit:

  • Collaborate in team considerations and development initiatives for improving the efficiency and effectiveness of organization operations.

  • Ensure you build on your existing customer success tools to drive investment in your customers campaigns.

  • Be accountable for focusing on automating an antiquated offline process has allowed you to lead the charge in building more efficient, cost effective, and transparent private markets.

  • Develop deal flow channels by building and maintaining relationships with Venture Capital firms, Accelerators, and other sources.

  • Be a core member of your growing dev team and help identify continuous improvements to your process.

  • Maintain the highest standards to drive the professional development of all team members.

  • Coordinate: proactive, able to meet deadlines, and able to account for design decisions to non designers.

  • Develop and execute strategy to increase existing business and capture new opportunities.

  • Coordinate: design, print, and distribute marketing and communication materials for development efforts.

  • Manage internal communication projects (like job satisfaction surveys/employee review).

  • Manage technical debt to ensure your development velocity stays responsive and predictable while minimizing production incidents of your operations.

  • Be accountable for gathering and evaluating user requirements, in collaboration with product managers and engineers.
  • Collect and analyze data regarding your organizations performance and prepare and present reports to the Board of Directors, the Executive Director, and the Executive Team.

  • Be accountable for working as a member of your deal creation and management teams, managing client communication.

  • Confirm that your organization as an engineering team, you expect to rapidly scale the processing of and access to your startup investment opportunities.

  • Control: strategically solve advanced marketing challenges through segmentation strategy, testing packages and initiatives.

  • Ensure you have done direct customer facing support in the past and know the demands of working in a variable workload environment.

  • Communicate directly with shareholders and investors throughout the lifecycle of the transaction in order to ensure the deal is on track for a timely closure.

  • Be accountable for collaborating across the marketing team to disseminate relevant client content to other acquisition channels.

  • Evaluate and structure investment opportunities across a range of sectors, stages, and geographies.

  • Ensure you have an open mind to look beyond crowdfunding best practices when necessary to set creators up for success.

  • Evaluate: email marketing manager overseeing all customer communications and affiliate marketing.

  • Ensure you build annual models to project workload based on revenue and project goals and build appropriate annual staffing plans.


Save time, empower your teams and effectively upgrade your processes with access to this practical Crowdfunding Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Crowdfunding related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Crowdfunding specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Crowdfunding Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 966 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Crowdfunding improvements can be made.

Examples; 10 of the 966 standard requirements:

  1. Are blockchain and crowdfunding causing sustainable financing in your industry?

  2. Does crowdfunding have a positive impact on sales after you achieve your goal?

  3. Have you ever donated to a crowdfunded project through sites like Kickstarter?

  4. What are the specifics of pre-planning and execution of crowdfunding campaign?

  5. How do you incorporate real estate crowdfunding assets into your portfolio?

  6. Why should individual investors participate in real estate crowdfunding?

  7. What made you decide to explore crowdfunding as an option for your goal?

  8. What kinds of projects do you feel are best suited for crowdfunding?

  9. Do you perceive crowdfunding as a viable option for capital raising?

  10. Are you planning to continue using crowdfunding in the future?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Crowdfunding book in PDF containing 966 requirements, which criteria correspond to the criteria in...

Your Crowdfunding self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Crowdfunding Self-Assessment and Scorecard you will develop a clear picture of which Crowdfunding areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Crowdfunding Self-Assessment
    • Is secure: Ensures offline data protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:


STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Crowdfunding projects with the 62 implementation resources:

  • 62 step-by-step Crowdfunding Project Management Form Templates covering over 1500 Crowdfunding project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Procurement Management Plan: Have all team members been part of identifying risks?

  2. Procurement Management Plan: Were Crowdfunding project team members involved in the development of activity & task decomposition?

  3. Lessons Learned: What things surprised you on the Crowdfunding project that were not in the plan?

  4. Human Resource Management Plan: Is the assigned Crowdfunding project manager a PMP (Certified Crowdfunding project manager) and experienced?

  5. Quality Management Plan: What would be the next steps or what else should you do at this point?

  6. Team Performance Assessment: To what degree do the goals specify concrete team work products?

  7. Responsibility Assignment Matrix: Are material costs reported within the same period as that in which BCWP is earned for that material?

  8. Procurement Audit: Did your organization decide for an appropriate and admissible procurement procedure?

  9. Responsibility Assignment Matrix: Does a missing responsibility indicate that the current Crowdfunding project is not yet fully understood?

  10. Scope Management Plan: What is your organizations history in doing similar activities?

Step-by-step and complete Crowdfunding Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Crowdfunding project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

  • 2.1 Crowdfunding project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Crowdfunding project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 Crowdfunding project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan

3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

  • 4.1 Crowdfunding project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance

5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Crowdfunding project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any Crowdfunding project with this in-depth Crowdfunding Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Crowdfunding projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in Crowdfunding and put process design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Crowdfunding investments work better.

This Crowdfunding All-Inclusive Toolkit enables You to be that person.


Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.