ASSIGNMENT: Understanding Skills and Roles Worksheet
Part 1: Identify Your Team's Roles and Tasks
To get started, decide what organization you want your fundraising event to raise money for and write it below.
Organization: _____________________________
As the team leader, you are responsible for determining what roles you'll need to fill on your committee, assigning tasks to be completed, and ensuring that your team members have the skills necessary to complete those tasks.
Do the following:
1. Choose 4 roles you think you will need for your committee from List A below and fill in the table.
LIST A: ROLES
• Budget Manager - Responsible for making payments and tracking all expenses.
• Talent Coordinator - Responsible for hiring speakers and/or performers.
• Catering Planner - Responsible for selecting and coordinating the dinner menu and food-related vendors
• Event Coordinator - Responsible for coordinating location, travel, accommodations, security, vendors and any other necessary arrangements up until the day of the event.
• Event Planner -- Responsible for determining event content and program
• Correspondence and Networking - Responsible for invitations and reminders and generating excitement for the event.
• Safety Coordinator - Makes sure event meets OSHA and other industry safety standards.
• Fundraiser - Responsible for soliciting money at the event for your chosen organization.
• Event Manager - Responsible for coordinating wait staff, servers, bartenders, and greeters at the event.
• Publicist - Responsible for publicizing the event in local publications, social media, etc.
2. List 3-5 tasks in the table next to each role. These are tasks that each team member will need to complete based on the roles you have chosen. Use List B below to select the tasks.
LIST B: TASKS
• Organizing team members
• Assigning jobs to team members
• Sending out invitations
• Tracking the guest list
• Meeting with catering companies
• Determining the order of events
• Getting cost estimates
• Identifying and confirming speakers/presenters/entertainers
• Identifying and contacting sponsors/partners
• Setting up online ticketing
• Negotiating vendor contracts
• Getting speaker/presenter bio information and photos
• Making travel and accommodation arrangements for presenters
• Having contracts signed
• Researching special permits/licenses/etc.
• Advertising event on social media
• Arranging parking
• Reviewing security needs
• Reconciling the budget with invoices and receipts
• Creating an event timeline
• Tracking sponsor funds
• Choosing music and decorations
• Creating email event notifications
• Creating participant "goodie bags"
• Posting event details on the organization's Facebook page
• Sending reminders and schedule details to speakers/presenters/facilitators
• Organizing committee meetings and planning sessions
• Approving all expenses
• Creating a map for the event's location
• Checking in with committee members to ensure they are on track
• Tracking fundraising in real-time for the event
3. Select the corresponding skills from list C belownext to each role/task. These are skills the team member will need to have in order to complete their tasks.
LIST C: SKILLS
• COMMUNICATION: Listening, speaking and writing; can accurately interpret what others are saying and organize and express their own thoughts clearly.
• TEAMWORK: The ability to work well in one or more groups and bring out the best in others.
• ANALYTICAL ABILITY: Great at using creativity, reasoning, and past experiences to identify and solve problems effectively.
• PERSONAL MANAGEMENT: Can plan and manage multiple assignments and tasks, set priorities, and adapt to changing conditions and work assignments.
• INTERPERSONAL EFFECTIVENESS: Can relate to co-workers and build positive relationships with others both within and outside of the organization.
• TECHNICAL LITERACY: Proficient with basic computer skills.
• MANAGEMENT ABILITY: The ability to take charge and manage co-workers and lead teams.
• FLEXIBILITY: Can grow and adjust to changes as they come and make compromises.
• CREATIVE THINKING: The ability to generate innovative ideas.
• ACADEMIC COMPETENCE: Basic literacy in reading and writing, and the ability to understand and perform core math concepts.
• INTEGRITY & WORK ETHIC: Dependability, drive, honesty, self-confidence, and a positive attitude
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Team Member (insert roles from List A.)
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Tasks to be completed (Choose 3-5 tasks for each role from List B.)
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Skills Needed (Choose 2-5 skills per role from list C.)
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Team Leader (You)
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(e.g. organizing team members)
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(e.g. communication, leadership/management ability)
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PART 2: Answer these Questions
Explain why your committee is a team rather than a group.
As team leader, what are three traits you will foster within your committee so that they are working as an effective team? Explain why each is important.
Format your assignment according to the following formatting requirements:
1. The answer should be typed, double spaced, using Times New Roman font (size 12), with one-inch margins on all sides.
2. The response also includes a cover page containing the title of the assignment, the student's name, the course title, and the date. The cover page is not included in the required page length.
3. Also include a reference page. The Citations and references should follow APA format. The reference page is not included in the required page length.