Crowdfunding worksheet
The information links and questions on this sheet can help you focus your crowdfunding campaign thinking and planning.
1. Your project and business
1.1 How would you describe your project?
Hint: Expressing your project clearly helps you connect with the right people and helps them spread the word. Try producing it in different
forms for different distribution channels. Remember to include why a backer/investor should engage.
1.2 How is your business or project legally structured (e.g. Self employed, Partnership, Company Limited by Shares or Guarantee,
Charity, Unincorporated Association, Community Interest Company)?
Hint: Certain types of crowdfunding are only available to or suitable for certain types of organisation. If don’t yet have a legal structure, refer to
our What legal structure would suit me best? FAQ.
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© Tim Wright for Cultural Enterprise Office, 2015
www.culturalenterpriseoffice.co.uk
2. Your aims and targets
Clarifying your aims and targets will help you consider the best method or platform to promote your campaign and assess its scope and
success.
2.1 What are you trying to achieve?
Hint: How does a crowdfunding campaign fit with your wider plans? What benefits does crowdfunding offer you (e.g. opportunity to test the
market and demand, promote your brand)?
2.2 What specifically do you need the funding for?
Hint: Backers like to know what their money will be used for and the difference it will make so identify tangible activities and developments.
2.3 How much finance do you require?
How flexible is that sum?
Hint: If you haven’t drawn up a detailed budget before, take a look at our Understanding Project Budgets Guide and Tips for Writing a
Budget for your Creative Project Insight.
2.4 When do you need it?
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How flexible is that date?
© Tim Wright for Cultural Enterprise Office, 2015
www.culturalenterpriseoffice.co.uk
3. Audit your assets
3.1 What sort of networks do you have and how big are they?

Social Media presence (Yes/No)
Size/numbers

Clients
(Yes/No)
Size/numbers

Suppliers
(Yes/No)
Size/numbers

Mail lists
(Yes/No)
Size/numbers

Contact lists
(Yes/No)
Size/numbers

Other (please specify)
Size/numbers
Hint: This will be your core and starting crowd that you can build on for a campaign.
3.2 Who will be involved in this campaign (e.g. partners, staff, you)?
Hint: Who offers the necessary technical and communication skills and facilities? How much time do you and they have available?
3.3 What promotional tools and resources do you have?
Hint: What will you need to create or commission?
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© Tim Wright for Cultural Enterprise Office, 2015
www.culturalenterpriseoffice.co.uk
4. Offer method or platform
4.1 Which types of platform are you considering?
 Reward – offering different types of perks for purchase by investors
 Equity – selling shares in the company in return for investment
 Lending – taking out peer to peer loans and repaying the lenders (plus interest)
 Donation – being gifted funding with no tangible return to the giver
(Yes/No)
(Yes/No)
(Yes/No)
(Yes/No)
Hint: You can find more information on the different platforms at TheCrowdfundingCentre and CrowdingIn.
4.2 What are you offering backers/investors?
Hint: Think about why they want to engage with your project and their different levels of motivation and expectations. How will you fulfil the
offers you promise?
Further information
You can get more useful links and information from our other resources:
 What is crowdfunding and how can I do it? FAQ
 How and Why of Crowdfunding Insight
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© Tim Wright for Cultural Enterprise Office, 2015
www.culturalenterpriseoffice.co.uk