140514 dfp course description for web etc


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140514 dfp course description for web etc

  1. 1. Workshop Description Developing a Heritage Fundraising Plan About This Workshop This is one of two foundation level workshops for all heritage organisations undertaking any fundraising activities. Throughout the day, learners will be introduced to a structured model that can be used to develop bespoke fundraising plans to meet any fundraising need. The course will offer practical guidance on how to create and implement the plan; utilising existing people and resources to maximise income. Time: 10:00-17:00 Arrival from 09:45 Who should attend this Workshop? Any member of staff, volunteer, committee member or trustee, or Heritage Open Day organiser from a heritage or community group with responsibility for developing and delivering fundraising activities for a heritage project or organisation. In addition, applicants should be actively engaged in fundraising willing to cascade the learning within their organisation willing to demonstrate how their organisation would benefit from the fundraising training. Assuming you can answer 'yes' to all of the above this workshop is for you! Professional fundraisers are welcome, although the workshops are primarily aimed at those who have little or no experience in the types of fundraising covered by the workshops. Pre-course Activity Learners should come to the training with a specific fundraising need in mind for which they intend to develop a fundraising plan. If a Fundraising Strategy or Plan or anything similar already exists for their own heritage project or organisation, then learners should bring that along. Learning Outcomes On completion of this course, it is expected that learners will be able to: Develop a fundraising plan for a fundraising activity. Review the fundraising environment, identifying appropriate fundraising opportunities. Conduct a review of the performance of past fundraising activity. Establish objectives, timescale, budget and appropriate fundraising techniques. Discuss your fundraising plan with your Director, manager and other relevant colleagues/stakeholders and seek authorisation for its go ahead, as necessary. Ensure that any relevant legal and ethical requirements have been met and that that (if appropriate) your plan takes account of your organisation’s policies and procedures
  2. 2. Outline of Content The six topics are: 1. Establishing the Case for Support – What type of plan do you need and what is the purpose? Using audit tools to research the current position learners will understand how to collate relevant evidence to inform their planning. 2. The Case in Practice – How to interpret the audit information using a SWOT to select priority areas for fundraising. 3. Research & Segmentation - Creating donor profiles for existing donors to understand how to attract prospects demonstrating the value of prospect research to identify, cultivate and steward donors and where to source prospect data. 4. Developing the Plan – Setting fundraising objectives, determining appropriate strategy and tactics to achieve targets. Understanding the components of a written plan 5. Implementing the Plan – Focus on the parts of the written plan that are concerned with implementation. These include, schedule, budget and monitoring. 6. Monitoring & Evaluation – Articulating the measures for success that can be tracked and monitored during the delivery of the plan. How to identify risks set control measures to keep the plan on track to deliver the objectives to be evaluated on completion.  Learning Methods  The course will use a range of methods including:  Trainer directed presentation  Learner personal reflection  Whole group discussion  Small group case study work  Practical tasks in pairs  Heritage Expert input (where appropriate) Post attendance These workshops are designed to expose trainees to fundraising activities to which the trainee may not have had previous experience, such as fundraising with corporates, individuals, trusts, and other donors. We would like attendees to provide feedback on progress in applying the training in their organisation within 12 months of attending the course.