Playbooks

What are playbooks?

Playbooks are practical, step-by-step guides for running real-world volunteer campaigns. While our Platform Guides explain how features work, playbooks show you when and why to use them — in the context of an actual campaign timeline.

Each playbook includes:

• Week-by-week timelines so you know exactly what to do and when
• Checklists you can follow to make sure nothing falls through the cracks
• Cross-links to platform docs for the technical "how-to" on each step
• Lessons from real organisations who've run these campaigns with PurposeTech

Who are playbooks for?

Playbooks are designed for campaign managers, volunteer coordinators, and operations leads — anyone responsible for planning and executing a volunteer campaign from start to finish.

Whether you're running your first campaign or your fiftieth, playbooks give you a reliable framework to follow.

Available playbooks

Your First Campaign

New to PurposeTech? This playbook takes you from signup to a live campaign in 7 days. Covers account setup, branding, creating your first sites and shifts, inviting volunteers, and going live.

Best for: New organisations getting started with PurposeTech.

Running a Street Appeal

An 8-week countdown to appeal day. Covers site planning, regional coordinator setup, volunteer recruitment, communications, day-of logistics, and post-appeal reporting.

Best for: Charities running annual fundraising street appeals with multiple collection sites.

Running a Community Cleanup

Plan and execute a multi-site community cleanup event. Covers site selection, volunteer matching, day-of logistics, and post-event impact reporting.

Best for: Environmental organisations and community groups running cleanup events.

Suggest a playbook

Don't see a playbook for your type of campaign? Let us know — we're always adding new ones based on what our customers need.