Story Matters - Doc Outreach & Engagement Campaign Budget

GREAT FILM NAME HEE

EXPENSES Amt Unites # Rate item costs

1 PERSONNEL & CONSULTANTS
Strategy - Research & Development 2 months 1 $ 5,000 $ 10,000
Campaign Oversight- during release 6 months 1 $ 6,000 $ 36,000
Campaign Oversight - post release 3 months 1 $ 3,000 $ 9,000
Film Director 3 months 1 $ 1,500 $ 4,500
Film Producer 12 months 1 $ - $ -
Campaign Coordinator 8 months 1 $ 5,000 $ 40,000
Assistants & Interns 6 months 1 $ 1,000 $ 6,000

PERSONNEL TOTAL
2 ADMINISTRATIVE & TRAVEL
Travel - Airfares 2 people 2 $ 600 $ 2,400
Travel - train 1 people 2 $ 300 $ 600
Travel - Hotel 8 room nigh 2 $ 125 $ 2,000
Travel - local 12 per mont 2 $ 20 $ 480
Travel - meals 12 person d 2 $ 50 $ 1,200
trips ^ people ^
Campaign HQ (office, phone/internet) 12 months 1 $ 250 $ 3,000
Admin supplies & Shipping 12 months 1 $ 75 $ 900
Legal & Accounting 12 months 1 $ 200 $ 2,400
Crowd-source & card fees 50000 % fee 1 9% $ 4,500
Fiscal sponsorship fees 180000 % fee 1 7% $ 12,600

ADMINISTRATIVE SUBTOTAL
3 DELIVERABLES
Web design & build 1 allow 1 $ 10,000 $ 10,000
Creative design (fee) 1 allow 1 $ 1,500 $ 1,500
Viewers Guide
Editorial - writing/edit 1 fees 1 $ 5,000 $ 5,000
Graphic design 1 fees 1 $ 2,500 $ 2,500
Custom Printing 1 allow 200 $ 2 $ 400
Educational Guide & Outreach
Editorial 1 allow 1 $ 10,000 $ 10,000
Graphic Design 1 allow 1 $ 1,500 $ 1,500
Print Run 1 copies 100 $ 2 $ 200
International Film Versions
Language Versions 1 allow 1 $ 1 $ 1
Dubs for international 1 copies 1 $ 1 $ 1
Content Creation & Curation
Social Media Management 6 months 1 $ 750 $ 4,500
Specialized Printing 20 allow 1 $ 20 $ 400
 Campaign Postcards 2500 1 $ 0.45 $ 1,125
T-Shirts for volunteers 200 0 $ 11 $ -
Video Content 1 1 $ 2,500 $ 2,500
DELIVERABLES SUBTOTAL
4 Development: Partners & Funders
Braintrust meeting 1 fee 1 $ 10,000 $ 10,000
Catering 20 1 $ 25 $ 500
Travel or Honoraria 15 allow 1 $ 50 $ 750
Materials 20 allow 1 $ 4 $ 80
Foundation Proposal Writing 3 1 $ 750 $ 2,250
1
5 Partner / Event Screenings
Venue 3 allow 1 $ 300 $ 900
Equipment 1 allow 3 $ 300 $ 900
Catering - two events 75 allow 2 $ 25 $ 3,750
Guest travel / hospitality 2 allow 2 $ 500 $ 2,000
6 Promotional Programs & Regrants
Grant to grassroots orgs. 2 allow 1 $ 2,500 $ 5,000
7 Publicist 6 month 1 $ 2,500 $ 15,000
(for launch, then distributor covered)
8 Campaign Evaluation 1 allow 1 $ 20,000 $ 20,000

9 Contingency 1 allow 1 $ 8,000 $ 8,000

GRAND TOTAL $ 244,337

Amt Unites x Rate
 The campaign plays out over a year, this presumes a 2 month development phase, an intensive
phase 6 month during and just after theatrical release, and follow-up on evaluation and reports to
funders.

Category Total Notes

Presumes you hire a senior strategist to design the campaign with you.
This could be the strategist, someone working for them, or the filmmaker. This is NOT full time.
This is approx. 1/4 time, key final push on educational, complete campaign funding reports.
Nice to be able to pay filmmaker to do partner events.
This assumes the producer is paying others to do the campaign.
Ideally, you would have a full-time coordinator or assistant. :)
You may need a lot of support during theatrical or center of campaign.

$ 105,500

This is for brain trust mtg, partner event or funder cultivation meeting.
We allowed for three trips, two fligths, one train or bus.
Hotel nights is 8 days total, times two people.
This covers taxis and miscellaneous travel for team throughout the year.
This is a low per diem for major cities.

This sample rate is for a desk in a co-working space.

These vary by platform.

These vary but average is 7%.

$ 30,080

$ 11,500 This is for design and build, writing / editorial covered in personnel above.

$ 7,900
While the campaign strategist or filmmakers may write the guide
there are specialists who do this, its time intensice and worth hiring someone.
This is enough for funders, partners, VIPs etc.
$ 11,700
Allows for customize, this could be as high at $75,000 for a custom curriculam guide.
This is lower as you could use template from original guide.
This is enough for funders, partners, VIPs etc.
$ 2
TBD

$ 8,525
This is for social media coverage and/or graphic design beyond initial website and poster art.
This is printouts or presentation for potential funders or big partners.
 Allows for custom content online or for partner org.
$ 39,627 $ 39,627
$ 13,580
This could be the campaign strategy consultant, or a 1-time fee to a firm.
Light breakfast and a lunch for 20 people.
Allow for honoraria for meeting participants where appropriate.
Color printing, binder, white board, sharpies, post-its, etc.
This allow 3 full days @ $750, consider fixed fee for master template & 2-3 iterations.

$ 7,550 This assumes a minimum of three event screenings, e.g. one in each major market for the film
This is a low avge, presumes at least one is free, others could be higher.
This is a low avge, presumes at least one is free, others could be higher.
The # of guests is an average for screnigns ranging from 50 to 150 guests.
You may need car service or full travel for film subjects and other special guests
$ 5,000
This could support grassroots outeach support for organization, free tix for under-served audiences.
$ 15,000 Ideally, you'd have a publicist working on the campaign in addition to the film publicist.
This is below market rate.
$ 20,000 Suggested rate is 10% of budget. Bring someone on once you get
first funding to devise evaluation process in advance.
$ 8,000 This is aprox 2.5% of total.

$ 244,337
Category Total Notes
DOCUMENTARY ENGAGEMENT CAMPAIGN BUDGET Film with theatrical distributor, 8 month campaign
PUBLIC HEALTH FILM

EXPENSES Amt Unites Rate item costs Category Total Notes

1 PERSONNEL & CONSULTANTS
Strategy - Research & Development 2 months $ 5,000 $ 10,000 Engagement Consultants - some firms charge up to $30,000 monthly.
Campaign Production & Activation 6 months $ 8,000 $ 48,000 Engagement Consultants
Production Oversight 6 months $ 3,500 $ 25,000 Film Producer
Editorial Oversight 6 months $ 3,500 $ 22,000 Film Director
Outreach Coordinator 8 months $ 2,600 $ 20,000
Assistants & Interns 20 weeks $ 900 $ 5,000
Media Content & Curation 7 months $ 2,000 $ 14,000 This is for social media managemeng and on-going graphic design needs beyon
PERSONNEL TOTAL $ 144,000
2 ADMINISTRATIVE
Travel/lodging 1 allow $ 14,268 $ 14,268 Trips to topic related conferences, braintrust meeting, etc.
Campaign HQ (office, phone/internet) 8 months $ 500 $ 4,000 This presumes donated space as fee is so low.
Admin supplies & Shipping 8 months $ 427 $ 3,417
Legal & Accounting 8 months $ 1 $ 8
Fiscal sponsorship fees 200000 5.00% $ 10,000 This is 5% of funds passed throught the fiscal sponsor.
ADMINISTRATIVE SUBTOTAL $ 31,693
3 DELIVERABLES
Web design & build 1 allow $ 12,000 $ 12,000 $ 17,000 This is for design and build, writing / editorial covered in personnel above.
Creative design (fee) 1 allow $ 5,000 $ 5,000
Viewers Guide 2 fees $ 5,000 $ 10,000 $ 10,500 This is 1/2 for editorial and 1/2 for digital design and layout.
Custom Printing 50 allow $ 10 $ 500 This presumes a digital guide, with printing for special presentations only.
Educational Guide & Outreach 1 allow $ 5,000 $ 5,000 $ 9,500 Allows for customize, this could be as high at $75,000 for a custom curriculam g
Print Run 1500 copies $ 3 $ 4,500
International Guide & Outreach 1 allow $ 5,000 $ 5,000 $ 18,600 We've broken out guides as different funders might support specific guides.
Travel (filmmaker to represent film) 2 trips $ 5,000 $ 10,000 This is a deliverable for international distribution grant.
Versions & Direct Distribution 600 copies $ 6 $ 3,600 For this project, the language versions were donated .
Materials - print and create
Specialized Printing 20 allow $ 20 $ 400 $ 3,725 We often created color printouts of ppt presentation for potential funders or big p
Campaign Postcards 2500 $ 0.45 $ 1,125
T-Shirts for volunteers 200 $ 11 $ 2,200 Such a good investment!
Video Content 1 $ - $ -
DELIVERABLES SUBTOTAL $ 59,325 $ 59,325
4 Partnership Development 1 fee $ 20,000 $ 20,000 $ 20,000 Consulting firm could be hired to just do this portion, leaving activation to the film
(e.g. brain trust meeting)
5 Special Event & Screenings 1 allow $ 11,000 $ 11,000 $ 11,000 Allows for an opening night event or two in key cities.
Some foundations will NOT cover this, but corporations may if you provide logo
6 Promotional Programs & Regrants 3570 $ 7 $ 24,990 $ 44,990 Could cover cost of theatre tix for youth, purchase DVD's for small non-profits.
regrant to grassroots 2 $ 10,000 $ 20,000
7 Publicist 1 month $ 15,000 $ 15,000 $ 15,000
(for launch, then distributor covered)
8 Campaign Evaluation 1 allow $ 11,000 $ 11,000 $ 11,000 This is a little low, I've seen a suggested 10% of total cost.

9 Contingency 1 allow $ 8,000 $ 8,000 $ 8,000 This is about 2.5% of total.

GRAND TOTAL $ 345,008 $ 345,008

Amt Unites Rate Category Total Notes
 US EDUCATION FILM - Sample Budget

1 PERSONNEL & CONSULTANTS time rate

Filmmaker / Director 12 $7,500
Campaign Manager 12 $6,400
Content Editor pre-theatrical 3 $6,250
Senior Strategist pre and thru theatrical 5 $6,000
Manager, Youth Outreach pre theatrical 4 $6,000
Partner Relations pre and thru theatrical 6 $3,750
Distribution Manager pre and thru theatrical 6 $6,400
Development Support 6 $3,000
Interns 12 $1,500
PERSONNEL & CONSULTANTS
2 ADMINISTRATIVE & TRAVEL
Rent 12 $1,325
Phones 12 $200
Supplies & Shipping 12 $700
Travel for fm's 12 $1,750
Meals & Biz Dev 12 $500
Legal & Accounting 1 $5,000
Bookkeeper, bank fees (allow for final reporting) 12 $500
Fiscal Sponsor Fees 300000 $0
ADMINISTRATIVE & TRAVEL
3 DELIVERABLES / ACTIVATION
Film website build distributor created 0 $0
Social Media - pre to post theatrical rate varies 6 $3,500
Creative Designer Fee 1 $6,000
Special Webtool 1 $16,000
Web host post theatrical 6 $600
Printing 1 $5,000
DELIVERABLES / ACTIVATION
4 Partnership Development 1 5000
(brain trust meeting)
5 Special Events & Screenings 1 $25,000
(opening night event)
6 Promotional / Special Programs
Education Webinar Set-up and deploy 1 $57,460
Pilot Program - sample city 1 $4,900
Data for School Policies 1 $2,500
Promotional Programs
7 Publicist supplemental 3 $5,000

8 Campaign Evaluat funder covered 0 $0

9 Contingency

Outreach Campaign Total

One year campaign

Amount category total

$90,000
$76,800
$18,750
$30,000
$24,000
$22,500
$38,400
$18,000
$18,000
$336,450

$15,900
$2,400
$8,400
$21,000
$6,000
$5,000
$6,000
$15,000
$79,700

$0
$21,000
$6,000
$16,000
$3,600
$5,000
$51,600
$5,000 $5,000

$25,000 $25,000

$57,460
$4,900
$2,500
$64,860
 $15,000 $15,000

$0 $0

$577,610 $577,610
 US Environmental
CAMPAIGN EXPENSES Justice Int'l Education US Education

1 PERSONNEL & CONSULTANTS

Campaign Lead Consultant
Filmmaker
Coordinators
Assistant / Paid Interns
Social Media
Media Content & Curation
PERSONNEL TOTAL
2 ADMINISTRATIVE
Travel/lodging/ meals
Campaign HQ (office, phone/internet)
Admin supplies & Shipping
Legal & Accounting
Fiscal sponsorship fees
ADMINISTRATIVE SUBTOTAL
3 DELIVERABLES
Web design & build
Creative design (fee)
Viewers/Education Guides
Custom Printing
International Outreach
Travel (filmmaker to represent film)
Versions & Direct Distribution
Materials Development
Special Printing
Print Materials - e.g. postcards
T-Shirts for volunteers
Texting Campaign
Video Content
DELIVERABLES SUBTOTAL
4 Partnership Development
$ 10,000 $ 5,000 $ 60,000
$ 10,000 $ 90,000
$ 10,000 $ 48,000 $ 127,500
$ 3,000 $ 29,000
$ 25,800
$ 18,750
$ 30,000 $ 56,000 $ 351,050
$ 16,000 $ 27,000
$ 1,500 $ 26,700
$ 1,500
$ 11,000
$ 15,000
$ 19,000 $ 33,600 $ 79,700
$ 27,500 $ 16,200 $ 30,600
$ 6,000
$ 8,000 $ 18,600
$ 5,000
$ 6,000
$ 12,200
$ 41,600
in staff and travel

5 Special Screenings& Events $ 10,000 $ 10,000

(community screenings) $ 25,000
6 Promotional Programs $ 750 $ 10,900
 Sponsored Tickets & DVD's for NGO's
Regrants
7 Publicist $ 15,000

8 Campaign Evaluation 8000

9 Contingency

SUBTOTAL - Other $ 10,750 $ 40,000

GRAND TOTAL $ 80,500 $ 157,500 $ 512,350
Sample Health Doc Ping Pong

$ 64,000
$ 25,000
$ 35,000

$ 20,000
$ 20,000
$ 164,000

$ 31,693

$ 17,000

$ 25,000

$ 15,000
$ 3,600

$ 1,525
$ 2,200

$ 64,325

$ 11,000
$ 24,990
$ 20,000
$ 15,000

$ 10,000

$ 8,000

$ 88,990
$ 333,162
CAMPAIGN FUNDING

CAMPAIGN EXPENSES US Environmental Justice Public Health Doc

CAMPAIGN BUDGET $325,000
Foundations
BERTHA $16,000
Chicken and Egg $90,000
Fledgling
Ford Foundation $110,000
Gates
Impact Partners
ITVS
MacArthur
Open Society Foundations $50,000
Sundance Doc Fund $50,000
Other $17,000 $75,000
Other $20,000
Other $2,500
Other

INDIVIDUAL DONORS $17,000 $35,000

CORPORATE

EARNED INCOME $0

FUNDING SUBTOTAL $196,500 $286,000

 US Environmental
Ping Pong Justice Int'l Education

$ -