Planning your holiday greeting cards to ensure they are received on time doesn't take luck or a higher power at the post office. It simply requires a well-planned schedule.

This tool is designed to walk you through the steps involved in sending your holiday cards out promptly.
  • First, select the tasks you need to accomplish
  • Next, list a person who you will assign the task to
  • Then, create a due date for each task
After submitting this information, you will receive a step-by-step worksheet that you can print out and use to manage your holiday card program. To complete this outline efficiently, we recommend you start with the last task — the actual day your cards will hit the mail — and build your plan backward to make sure your cards get to their intended recipients on time.

Finally, if you need help determining what you want your holiday cards to accomplish for your business, be sure to consult these card sending tips.
Please fill all the fields.
Task Select Item: Assign To: Due Date:
mm/dd/yy
Solicit samples and quotes from vendors for holiday cards.
Select cards and receive and approve proofs.
Order cards and set delivery date from vendor.
Build holiday card recipient list by collecting VIP names from employees.
Begin compiling contact information for recipients.
Confirm final recipient list.
Follow up on missing or inaccurate addresses and update recipient list.
Create final list of holiday card recipients - complete with correct contact information.
Create mailing labels and affix to envelopes, or print addresses on envelopes.
Review recipient list with addressed envelopes to account for missing or duplicate contacts, and update envelopes with missing information.
Distribute cards to appropriate employees for personalized message.
Sign or personalize cards with message.
Collect cards from employees to prepare for mailing.
Stuff envelopes and compile for mailing.
Seal cards and add postage.
Check prepared cards against distribution list and account for duplicate or missing contacts.
Distribute/mail cards.

Show me my Greeting Card Planning Worksheet

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