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Top Tips on Funding Bids
Maximizing your organisation’s
chances
What is fundraising?
• In simple terms, fundraising is about selling
an idea to someone who has the means to
help you make it happen.
What does fundraising involve?
I. Analysing your position
Begin by answering as honestly as possible some
questions about the nature of the work which you are
seeking to fund.
1. What is the need that your work is addressing? Is it an ongoing social need or is it occasional, seasonal or one-off?
2. Who are the beneficiaries of your work?
3. What difference does your work make? (What would
happen if you didn’t do what you do?)
What does fundraising involve?
I. Analysing your position
4.
5.
6.
Who else is doing similar work? What is their relationship
with you? e.g. friend, ally, competitor?
What is unique or distinctive about your approach to the
work?
How are the needs of your beneficiaries expected to
change and/or increase over the next few years? How will
you respond to these changes? - What are your medium
term plans?
What does fundraising involve?
II.


Analysing your environment (SWOT &
PEST)
For an effective fundraising strategy we must understand
the environment in which we will be undertaking our
fundraising
It works well when you involve a small group of people
who know your organisation well to carry this exercise to
share a whole range of ideas and viewpoints
What does fundraising involve?
II.
Analysing your environment (SWOT &
PEST)

There are a number of tools that are used to analyse
the environment such as the SWOT analysis
SWOT analysis involves identifying the:
- Strengths
- Weaknesses
- Opportunities and
- Threats facing your organisation

What does fundraising involve?
II.


Analysing your environment (SWOT &
PEST)
Strengths
 Internal to your organisation
Weaknesses  Things that you know to be true. Give you
an advantage or hold you back


Opportunities  External to your organisation
Threats
 How the external world will impact on
your work and funding opportunities
now and in the future
What does fundraising involve?
II.



Analysing your environment (SWOT &
PEST)
To explore external factors in detail the PEST analysis (also
known as STEP) is used
It is used to look at the trends in society which are going to
affect you’re your fundraising
PEST /STEP stands for:
- Political
- Economical
- Social
- Technological
What does fundraising involve?
II.
Analysing your environment (SWOT &
PEST)

Political factors:
Questions to ask to help analyse political factors
What new policy initiatives are being
developed/proposed? How are these going to affect us?
Are there changes in legislation that are going to impact
on our work?
What changes are happening in government programmes,
funding and/or tax that are likely to affect us?



What does fundraising involve?
II.
Analysing your environment (SWOT &
PEST)

Political factors:
Questions to ask to help analyse political factors
What capacity do we have to influence policy and the
political decision making process? Can we develop
the capacity? Do we have access to, or the support
of, key politicians?

What does fundraising involve?
II.
Analysing your environment (SWOT &
PEST)

Economic factors:
Questions to ask to help analyse economic factors
What is the economic outlook like in the immediate
future? Are the interest rates about to go up? Is
inflation high? Are wages being kept low?
What are the economy’s longer-term prospects? Is a
recession on the horizon?


What does fundraising involve?
II.
Analysing your environment (SWOT &
PEST)

Economic factors:
Questions to ask to help analyse economic factors
In what ways will the above affect the organisation’s
ability to secure adequate funding? How will they
affect demand for our services?

What does fundraising involve?
II.
Analysing your environment (SWOT &
PEST)


Social factors:
Include changes in people’s values and attitudes, changes in
people’s lifestyles and demographic changes (e.g. Changes
in size, distribution, age of the population etc..)
Questions to ask to help analyse social factors:
What are the dominant attitudes towards our cause?Is it a
popular cause or is it unpopular?
Do different groups in society feel differently towards our
cause?


What does fundraising involve?
II.
Analysing your environment (SWOT &
PEST)

Social factors:
Questions to ask to help analyse social factors:
What are the dominant attitudes towards our
cause?Is it a popular cause or is it unpopular?
Are these attitudes changing? Is there a trend? Are
these changes positive or negative?
How are demographic changes likely to affect our
cause, work and/or activities?



What does fundraising involve?
II.
Analysing your environment (SWOT &
PEST)

Technological factors:
include changing technology which can help us work
more effectively as well as access to technology which
can reduce the need for our services.
Questions to ask to help analyse social factors:
What technology do we use at the moment to help
us attract funding? How is it changing?

What does fundraising involve?
II.
Analysing your environment (SWOT &
PEST)

Technological factors:
Questions to ask to help analyse social factors:
What technology do we rely on to provide services to
our user/clients? Is this available to them
elsewhere/cheaper/more conveniently located?
Are there other new technologies that we could
usefully exploit?


What does fundraising involve?
An example of a SWOT analysis for a small organisation.
STRENGTHS
Internal
Factors
Established team
• Experienced management
• Good reputation
•
WEAKNESSES
• Limited number of funders
•
•
OPPORTUNITIES
External
Factors
Good relations with local
authority
• New funding sources coming
up
• Acquisition of new computer
system & software
•
Existing grants running out
No evaluation undertaken
THREATS
Change in benefit regulations
• Local agency expanding
services to cover the same
area
• Changing policy priorities
•
What does fundraising involve?
2. Fundraising Strategy
What is a fundraising strategy?



Plan that sets out how your organisation will access funds
to carry out its work.
Integral to organisation’s infrastructure
It’s a 1- 3 years or 1-5 years srategy
What is in a fundraising strategy?

Your org. must show where you are at and what your
current sources of funds are.
What does fundraising involve?
What is in a fundraising strategy?
1.
2.
3.
4.
5.
6.
Aims: What does your group want to do?
Partnerships/ target groups: Who will your group do it with/to?
Need: Why does your group need to do it? User participation
Time: When and within what time scale
Budget: How much will it cost?
Source of funding: Where will funds come from? PS: Can hold
events, concerts, jumble sales.
Can apply to trusts and government bodies
Identify all possible sources
What does fundraising involve?
What is in a fundraising strategy?
7.
Barriers: Is there anything internal or external that may
hinder you from fundraising effectively?
8. Human Resources: Who will be responsible for fundraising?
9. Other Resources: e.g. access to information on funding
environment/culture, networking and promotion of your
organisation and it’s work, actual implementation of
strategy
10. Monitoring and Evaluation: How will you record and assess
your impact?
11. Exit strategy: What will happen when the grant ends?
What does fundraising involve?
Why a fundraising strategy?




Planned approach has more chance of success than an adhoc approach
Continuity of fundraising where there is a staff turnover
Projection into long term funding needs of organisation
Avoids panic completion of funding applications
What does fundraising involve?
3. Project Plan
 Must have a beginning, a middle and an end and is
designed to meet a specific objective
 Must have SMART targets
Specific
Measurable
Achievable
Realistic
Time-lined
What does fundraising involve?
What does fundraising involve?
3. Project Plan
 Clear aims for funders to understand exactly what you are
intending to do
 Against each aims indicators must be set to measure
success and failure
 The organisation should have the capacity to achieve
targets of the project. For ex: a project aiming to deliver inhouse training for 250 women a year should have people
with the right skills to deliver the training.
What does fundraising involve?
3.
2.
Project Plan
The project should be realistic. For example, a project which
aims to deliver in-house training for 250 women a year will
not succeed if it is proposed to take place in a society where
women do not typically work outside their homes.
3. Time-line must be prepared showing critical milestones.
Please note:
 Project must be important to organisation and need it will
meet.
What does fundraising involve?
Please note:



The work should be good-value/use for/of the donor’s
money.
The project should be topical looking at current issues and
concerns.
The project should meet the donor’s criteria for funding.
What do Funders want to know?
 Who are you?






What need do you intend to meet?
How do you know the need exists?
How will you meet it?
How are users involved in the project?
Have you put a cost to your project?(VAT included)
Do you have skilled management and adequate
staff?
 Do you have necessary policies and procedures?
 How will you monitor?
 Do you have an exit strategy?
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