Arts Org Programming Toolkit
A simple system for tracking your partners, events, and the story they tell together.
<aside>
👋 New here? Follow the Day 1 Setup below — 15 minutes and you'll have a working system.
</aside>
What's in this workbook
- Partners database — every sponsor, donor, and in-kind partner. Track commitments, fulfillment, renewals.
- Events database — every event you produce. Plan, budget, run a checklist, capture results.
- Dashboard page — summary views that pull from both databases automatically.
How to use it
- Replace the demo data. The 8 partners and 8 events are made-up. Delete them and add your own.
- Click into any column header to see what it means and how to fill it. Every field has a description.
- Don't overwrite formula or rollup columns. They update themselves.
- Use the saved views to focus. We've built 9 — switch between them with the tabs above each database.
- Update weekly. The dashboard only tells the truth if the two databases are kept current.
Day 1 Setup (15 minutes)
- Open the Partners database. Delete the 8 demo rows. Add your real partners — start with the most important 3–5.
- Open the Events database. Delete the 8 demo events. Add what's already on your calendar.
- For each event, link the partners supporting it using the Partners property. Partner Count and Partner Revenue will roll up automatically.
- Set the Status on every row. The dashboard comes alive the moment you do.
- Open the Dashboard page. That's your weekly review. Bookmark it.
A few ideas behind this tool