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

How to use it

  1. Replace the demo data. The 8 partners and 8 events are made-up. Delete them and add your own.
  2. Click into any column header to see what it means and how to fill it. Every field has a description.
  3. Don't overwrite formula or rollup columns. They update themselves.
  4. Use the saved views to focus. We've built 9 — switch between them with the tabs above each database.
  5. Update weekly. The dashboard only tells the truth if the two databases are kept current.

Day 1 Setup (15 minutes)

  1. Open the Partners database. Delete the 8 demo rows. Add your real partners — start with the most important 3–5.
  2. Open the Events database. Delete the 8 demo events. Add what's already on your calendar.
  3. For each event, link the partners supporting it using the Partners property. Partner Count and Partner Revenue will roll up automatically.
  4. Set the Status on every row. The dashboard comes alive the moment you do.
  5. Open the Dashboard page. That's your weekly review. Bookmark it.

A few ideas behind this tool