Our annual series of Charity Seminars held across the region will this year focus on the various elements involved in building a sustainable charity.
The seminar programme will cover:
• Creating a vision: How to build a resilient organisation and resilient teams
• Turning a vision into a plan: What does a good plan look like and how do you obtain funding?
• Keeping the plan on track: This session will focus on key aspects of financial reporting including the different information requirements of management and trustees
• Effective trustee boards as part of building a sustainable charity
• Real relationships that provide sustainable income
• Why are you here? Achieving impact from your fundraising messages
Our annual series of Charity Seminars held across the region will this year focus on the various elements involved in building a sustainable charity.
The seminar programme will cover:
• Creating a vision: How to build a resilient organisation and resilient teams
• Turning a vision into a plan: What does a good plan look like and how do you obtain funding?
• Keeping the plan on track: This session will focus on key aspects of financial reporting including the different information requirements of management and trustees
• Effective trustee boards as part of building a sustainable charity
• Real relationships that provide sustainable income
• Why are you here? Achieving impact from your fundraising messages
Our annual series of Charity Seminars held across the region will this year focus on the various elements involved in building a sustainable charity.
The seminar programme will cover:
• Creating a vision: How to build a resilient organisation and resilient teams
• Turning a vision into a plan: What does a good plan look like and how do you obtain funding?
• Keeping the plan on track: This session will focus on key aspects of financial reporting including the different information requirements of management and trustees
• Effective trustee boards as part of building a sustainable charity
• Real relationships that provide sustainable income
• Why are you here? Achieving impact from your fundraising messages
Learn how to implement process change initiatives through the use of effective change management strategies. This session will discuss how to redesign your system and processes to enable a 360 degree view of your prospects.
Playing the Numbers: Learning the New Rules of Museum FinanceWest Muse
As museums adjust to ever-changing economic realities it is essential to have a few tricks up your sleeve in regard to understanding and analyzing budgets and finances. How can you recognize the warning signs that your organization may be headed for trouble? What do directors, development professionals, and managers need to know about finance in order to steer clear of danger and maintain a healthy operation? This interactive session addresses these questions with specific tools of the trade.
Moderator: Marjorie Schwarzer, Administrative Director, Museum Studies, University of San Francisco
Presenters:
Dr. Robyn Raschke, Associate Professor of Accounting, University of Nevada, Las Vegas
Deborah Frieden, Principal, Deborah Frieden & Associates, Oakland, California
Our annual series of Charity Seminars held across the region will this year focus on the various elements involved in building a sustainable charity.
The seminar programme will cover:
• Creating a vision: How to build a resilient organisation and resilient teams
• Turning a vision into a plan: What does a good plan look like and how do you obtain funding?
• Keeping the plan on track: This session will focus on key aspects of financial reporting including the different information requirements of management and trustees
• Effective trustee boards as part of building a sustainable charity
• Real relationships that provide sustainable income
• Why are you here? Achieving impact from your fundraising messages
Our annual series of Charity Seminars held across the region will this year focus on the various elements involved in building a sustainable charity.
The seminar programme will cover:
• Creating a vision: How to build a resilient organisation and resilient teams
• Turning a vision into a plan: What does a good plan look like and how do you obtain funding?
• Keeping the plan on track: This session will focus on key aspects of financial reporting including the different information requirements of management and trustees
• Effective trustee boards as part of building a sustainable charity
• Real relationships that provide sustainable income
• Why are you here? Achieving impact from your fundraising messages
Learn how to implement process change initiatives through the use of effective change management strategies. This session will discuss how to redesign your system and processes to enable a 360 degree view of your prospects.
Playing the Numbers: Learning the New Rules of Museum FinanceWest Muse
As museums adjust to ever-changing economic realities it is essential to have a few tricks up your sleeve in regard to understanding and analyzing budgets and finances. How can you recognize the warning signs that your organization may be headed for trouble? What do directors, development professionals, and managers need to know about finance in order to steer clear of danger and maintain a healthy operation? This interactive session addresses these questions with specific tools of the trade.
Moderator: Marjorie Schwarzer, Administrative Director, Museum Studies, University of San Francisco
Presenters:
Dr. Robyn Raschke, Associate Professor of Accounting, University of Nevada, Las Vegas
Deborah Frieden, Principal, Deborah Frieden & Associates, Oakland, California
Content that Converts Institutional Investors Ximene Weaver
Watch Ximene Weaver, Savvy Investor's Head of Content, at the Digital Client Engagement virtual event. In this presentation, Ximene covers the key takeaways from the latest Savvy Investor report including the results of the Savvy Content Engagement Survey as well as a number of content marketing best practices. These slides provide asset management marketing teams and relationship managers with specific data, practical tips, upcoming content trends and topic forecasts for engaging institutional investors.
April Heyward - Designing and Implementing Service Delivery Models in Researc...April Heyward
Designing and Implementing Service Delivery Models in Research Administration Presentation at the 4th Annual Florida Research Administration Conference (FRAC) at the University of Central Florida (UCF)
Value Streams – Accelerate Your DevOps Journey!DevOps.com
IT Management increasingly requires metrics and insights into what is happening on the software factory floor. With each new process iteration, how do product teams demonstrate their progress towards DevOps practices? How do they justify the money and time spent on the transformation?
Join James Gregory, Solution Architect and Jeff Keyes, Product Marketing Manager from Plutora to discuss utilizing value stream metrics to focus transformation efforts and demonstrate results of each effort.
You’ll learn about:
What metrics are important and why to capture them
How to capture delivery metrics.
How to find the constraints in your delivery process.
How to show progress on your digital transformation journey.
Are you an Agile Project Manager or an Agile Project Leader?AdaptiveOrg Inc.
As Agile and agile thinking has continued to gain traction in organizations beyond the software development teams, project managers are left wondering what it all means to them. Some Agile practitioners promote the idea the PMs are no longer needed once you make the transition to using a practice such as Scrum. Does this mean that the PM role will become obsolete in Agile organizations? Or does it mean that the role of traditional project manager needs to transform to being a agile project leader? If you are a PM in an organization making the transition to Agile, come find out what it means to you and what you need to do start the transformation to becoming an Agile Project Leader.
Check out our webinar channel to hear the whole presentation http://www.brighttalk.com/channel/13643/the-agility-series
The Iowa Small Business Survey is a transformative research approach dedicated to engaging, understanding and disseminating the needs of small businesses within Iowa to a wide array of partners. This novel and inclusive approach includes three components not typically associated with the act of conducting a survey. First, the survey is collaboratively assembled by a wide group of stakeholders, second, academic researchers and classroom professors are invited to participate and publish using the findings, and last, a traditional survey report is augmented with an innovative and lively ‘magazine’ highlighting the findings and other information about the state ecosystem.
This approach has resulted in new technical assistance programs, academic papers, notable new funding for the university, stronger collaboration between statewide stakeholders, improved government relations between entrepreneurs and elected officials and of particular note, the survey directly facilitated funding for two 2013 UEDA award winning programs: Dream Big Grow Here, and the Business Concierge. The release of the 2014 Iowa Small Business Survey coincides with a statewide movement to address the needs of Iowa women entrepreneurs. Iowa ranks last in the country for growth of women entrepreneurs by number of firms, revenue, and employment. The 2014 survey provided direct feedback from Iowa women-owned business concerning their capital, technical assistance, network and community support needs which will be developed into a plan and funding request at the state and national levels.
View the full case study at: http://universityeda.org/value-to-members/best-practice-sharing/awards-of-excellence/2014-awards-of-excellence/awards-of-excellence-2014-finalists/iowa-small-business-owner-survey/
PPP Forgiveness and Payroll During Year-End for Your NonprofitTechSoup
Preparing for year-end W-2s and 1099s is tough enough normally, but this year many will also be completing Paycheck Protection Program loan forgiveness applications that require significant payroll cost reporting.
Finding the needed reports can be challenging, and knowing what can be included for forgiveness is even harder. Get a step-by-step walk-through of how to get ready for payroll reporting at year-end, including PPP forgiveness payroll reporting requirements.
Reassessing Your KPIs to Measure Shared Services Performance that CountsChazey Partners
Do you want to develop killer KPIs for your Shared Services? Then you need to be able to distinguish internal and external metrics, and know which ones count. View this article to learn 5 Steps to develop KPIs for Your Shared Services
Our annual series of Charity Seminars held across the region will this year focus on the various elements involved in building a sustainable charity.
The seminar programme will cover:
• Creating a vision: How to build a resilient organisation and resilient teams
• Turning a vision into a plan: What does a good plan look like and how do you obtain funding?
• Keeping the plan on track: This session will focus on key aspects of financial reporting including the different information requirements of management and trustees
• Effective trustee boards as part of building a sustainable charity
• Real relationships that provide sustainable income
• Why are you here? Achieving impact from your fundraising messages
Using the Logic Model for Impact & Success; #SLA2017Rebecca Jones
Given at the SLA Conference in Phoenix 2017, an overview of the logic model to measure the outcomes of information services & programs from the decision-makers' perspectives.
Content that Converts Institutional Investors Ximene Weaver
Watch Ximene Weaver, Savvy Investor's Head of Content, at the Digital Client Engagement virtual event. In this presentation, Ximene covers the key takeaways from the latest Savvy Investor report including the results of the Savvy Content Engagement Survey as well as a number of content marketing best practices. These slides provide asset management marketing teams and relationship managers with specific data, practical tips, upcoming content trends and topic forecasts for engaging institutional investors.
April Heyward - Designing and Implementing Service Delivery Models in Researc...April Heyward
Designing and Implementing Service Delivery Models in Research Administration Presentation at the 4th Annual Florida Research Administration Conference (FRAC) at the University of Central Florida (UCF)
Value Streams – Accelerate Your DevOps Journey!DevOps.com
IT Management increasingly requires metrics and insights into what is happening on the software factory floor. With each new process iteration, how do product teams demonstrate their progress towards DevOps practices? How do they justify the money and time spent on the transformation?
Join James Gregory, Solution Architect and Jeff Keyes, Product Marketing Manager from Plutora to discuss utilizing value stream metrics to focus transformation efforts and demonstrate results of each effort.
You’ll learn about:
What metrics are important and why to capture them
How to capture delivery metrics.
How to find the constraints in your delivery process.
How to show progress on your digital transformation journey.
Are you an Agile Project Manager or an Agile Project Leader?AdaptiveOrg Inc.
As Agile and agile thinking has continued to gain traction in organizations beyond the software development teams, project managers are left wondering what it all means to them. Some Agile practitioners promote the idea the PMs are no longer needed once you make the transition to using a practice such as Scrum. Does this mean that the PM role will become obsolete in Agile organizations? Or does it mean that the role of traditional project manager needs to transform to being a agile project leader? If you are a PM in an organization making the transition to Agile, come find out what it means to you and what you need to do start the transformation to becoming an Agile Project Leader.
Check out our webinar channel to hear the whole presentation http://www.brighttalk.com/channel/13643/the-agility-series
The Iowa Small Business Survey is a transformative research approach dedicated to engaging, understanding and disseminating the needs of small businesses within Iowa to a wide array of partners. This novel and inclusive approach includes three components not typically associated with the act of conducting a survey. First, the survey is collaboratively assembled by a wide group of stakeholders, second, academic researchers and classroom professors are invited to participate and publish using the findings, and last, a traditional survey report is augmented with an innovative and lively ‘magazine’ highlighting the findings and other information about the state ecosystem.
This approach has resulted in new technical assistance programs, academic papers, notable new funding for the university, stronger collaboration between statewide stakeholders, improved government relations between entrepreneurs and elected officials and of particular note, the survey directly facilitated funding for two 2013 UEDA award winning programs: Dream Big Grow Here, and the Business Concierge. The release of the 2014 Iowa Small Business Survey coincides with a statewide movement to address the needs of Iowa women entrepreneurs. Iowa ranks last in the country for growth of women entrepreneurs by number of firms, revenue, and employment. The 2014 survey provided direct feedback from Iowa women-owned business concerning their capital, technical assistance, network and community support needs which will be developed into a plan and funding request at the state and national levels.
View the full case study at: http://universityeda.org/value-to-members/best-practice-sharing/awards-of-excellence/2014-awards-of-excellence/awards-of-excellence-2014-finalists/iowa-small-business-owner-survey/
PPP Forgiveness and Payroll During Year-End for Your NonprofitTechSoup
Preparing for year-end W-2s and 1099s is tough enough normally, but this year many will also be completing Paycheck Protection Program loan forgiveness applications that require significant payroll cost reporting.
Finding the needed reports can be challenging, and knowing what can be included for forgiveness is even harder. Get a step-by-step walk-through of how to get ready for payroll reporting at year-end, including PPP forgiveness payroll reporting requirements.
Reassessing Your KPIs to Measure Shared Services Performance that CountsChazey Partners
Do you want to develop killer KPIs for your Shared Services? Then you need to be able to distinguish internal and external metrics, and know which ones count. View this article to learn 5 Steps to develop KPIs for Your Shared Services
Our annual series of Charity Seminars held across the region will this year focus on the various elements involved in building a sustainable charity.
The seminar programme will cover:
• Creating a vision: How to build a resilient organisation and resilient teams
• Turning a vision into a plan: What does a good plan look like and how do you obtain funding?
• Keeping the plan on track: This session will focus on key aspects of financial reporting including the different information requirements of management and trustees
• Effective trustee boards as part of building a sustainable charity
• Real relationships that provide sustainable income
• Why are you here? Achieving impact from your fundraising messages
Using the Logic Model for Impact & Success; #SLA2017Rebecca Jones
Given at the SLA Conference in Phoenix 2017, an overview of the logic model to measure the outcomes of information services & programs from the decision-makers' perspectives.
Developing Your Case for Support: The Foundation For Your Fundraising SuccessBloomerang
https://bloomerang.co/resources/webinars/
How can you make your Case for Support powerful, provocative and successful? Robin L. Cabral, MA, CFRE, will highlight best practices in preparing and using your case for support.
Altus Alliance 2016 - Performance-based Budgeting with QuesticaSparkrock
Presentation by Gerry McDonald on February 5th, 2016.
Whether you are a government, non-profit or educational organization, the term “Performance-Based budgeting” has probably started to creep into your organization’s vocabulary. The trend of requiring this type of budgeting in order to get funding for programs is on the rise. Join Questica as they present the best ways to introduce this type of budgeting at your organization. You’ll walk away from the presentation understanding how to better assign the metrics that matter.
Strategic Management: The Ultimate Goal of Strategic Planning Kathy Brandt
Developing a strategic plan is the first step in leading a strategic organization. The efficacy of the plan is judged not by how many goals you achieve, but in how well you utilize the plan to strategically lead your organization. According to the Balanced Scorecard Institute, strategic organizations implement processes to “systematically coordinate and align resources and actions with mission, vision and strategy.”
In this SlideShare, Richardson discusses how decreasing customer loyalty, higher expectations, and constant competitive threats are making forecasted business from your best customers anything but a certainty. Richardson analyzes how to Driving Key Account Growth by Planning and Execution to Access the White Space.
MHM's J. Scott Denlinger's presentation from the Finance, Human Resources, Business Operations Conference - June 4-5, 2015.
During this presentation, Scott covered:
*Determining appropriate level of reserves
*Building and maintaining operating reserves
*Budgeting for increases in reserves
*How to create a cash flow budget
Bridging the Gap - Getting the Most Out of a New Development DirectorBloomerang
https://bloomerang.co/resources/webinars
Ellen Howe, CFRE & Ashley Holmes, MSW will provide strategies for non-profit leaders to ensure that critical fundraising activities continue until a new Development Director is hired.
Strat budgeting for brgy final by Liezel P. Dolotallas; designed by Marvin F....Liezel Dolotallas
This is a combination of budgeting and strategic planning presented at University of Mindanao..this is a combination of modified works and additional inputs made...Hope this can help you..
The presentation was part of the Funding Conference in London on Monday 23 February 2015.
The presentation was by Richard Sved, NCVO Associate and will help you identify how to plan a strategy and introduce you to new tools that you'll need to monitor your organisations progress.
Find out more about the Funding Conference from NCVO: https://www.ncvo.org.uk/training-and-events/funding-conference/workshops
Find out more about NCVO's practical support on funding: https://www.ncvo.org.uk/practical-support/funding
Exeter - Essential 6-monthly Finance Directors' Update - November 2019PKF Francis Clark
This round of seminars will, as always, provide you with key updates and issues affecting FDs and business owners as shown in the programme below. We will also endeavour to include any relevant Brexit updates and will take questions from the audience.
Plymouth - Essential 6-monthly Finance Directors' Update - November 2019PKF Francis Clark
This round of seminars will, as always, provide you with key updates and issues affecting FDs and business owners as shown in the programme below. We will also endeavour to include any relevant Brexit updates and will take questions from the audience.
Bristol - Essential 6-monthly Finance Directors' Update - November 2019PKF Francis Clark
This round of seminars will, as always, provide you with key updates and issues affecting FDs and business owners as shown in the programme below. We will also endeavour to include any relevant Brexit updates and will take questions from the audience.
For innovative businesses it is vital to take advantage of support that can enable a business to grow. This includes tax reliefs aimed at the different stages in a business’s life cycle and the various avenues that are available for raising finance to take the business to the next level of its development. In this session we will look at the early stage of R&D claims and funding opportunities, through to share schemes, EIS and international expansion and the correlation with raising finance, both equity and debt, culminating in the final stage of the business being sold, what this can look like and how to be prepared.
Bodmin - Essential 6-monthly Finance Directors' Update - November 2019PKF Francis Clark
This round of seminars will, as always, provide you with key updates and issues affecting FDs and business owners as shown in the programme below. We will also endeavour to include any relevant Brexit updates and will take questions from the audience.
Taunton - Essential 6-monthly Finance Directors' Update - November 2019PKF Francis Clark
This round of seminars will, as always, provide you with key updates and issues affecting FDs and business owners as shown in the programme below. We will also endeavour to include any relevant Brexit updates and will take questions from the audience.
Bournemouth - Essential 6-monthly Finance Directors' Update - November 2019PKF Francis Clark
This round of seminars will, as always, provide you with key updates and issues affecting FDs and business owners as shown in the programme below. We will also endeavour to include any relevant Brexit updates and will take questions from the audience.
Whilst uncertainty is unhelpful to many in the sector, the delay to Brexit has seen a continuing boom in the commercial property market in the South West, with 1.7m square feet of space coming on stream over the last 12 months – concentrated in the industrial and logistic sectors. What is clear is that those in the property sector, whether developer, landlord, investor or landowner need to concentrate on exploiting opportunities and managing costs wherever possible.
Property is still a key asset, giving strong income returns and means of capital preservation for the investor and wider family. Our highly knowledgeable and experienced advisers will offer practical, constructive insights and advice
With over 300 debt finance options currently available to businesses, we thought it timely to have a look at that market.
Presenters include:
. Michael Cass (Capitalise)
. Rachel Taylor (SWIG Finance)
. Andrew James (PKF Francis Clark)
In addition to an overview of the debt market, presentations will include tips on how to access the finance that matches your business’ requirements.
This month’s Breakfast Briefing is based on the hottest topic in company ownership – Employee Ownership Trusts.
South West firm, Paradigm Norton is the latest business to make headlines by becoming employee owned. It follows hot on the heels of Richer Sounds joining the most well-known employee owned company, John Lewis. High street staple Lush has also started the journey.
PKF Francis Clark will be joined by Christian Wilson from Stephens Scown to look at the Employee Ownership Trust model from a legal and tax perspective. We will also hear some of the factors that are stimulating increasing interest in the model, including the results of research showing that the greater staff engagement and lower staff turnover associated with this model helps to employee owned companies to achieve:
- Sales increase of 4.6% per year
- EBITDA increase of 25.5% per year
- Productivity increase of 4.5% per year
We will also consider some of the practical issues to be considered in deciding whether this is an option to pursue and in implementation. There will be a brief mention of some other related (i.e., employee engagement) issues.
The seminar is timed to coincide with the expected publication dates of the new Academies Financial Handbook and the new Academies Accounts Direction. We will cover the main changes in a clear and understandable way.
These technical presentations will be complemented by other relevant and topical matters, including, governance and risk management, VAT and Integrated Financial Curriculum Planning - which is currently a very popular financial health check review of the ESFA.
Our intention is for the seminars to be relaxed and informal, offering you opportunities to ask questions and to meet your counterparts from other Trusts.
Topics include:
• Update on the Academies Accounts Direction
• Update on the Academies Financial Handbook
• What does a good board look like?
• Integrated Curriculum Financial Planning
• Are you managing risk?
• VAT Update
The seminar is timed to coincide with the expected publication dates of the new Academies Financial Handbook and the new Academies Accounts Direction. We will cover the main changes in a clear and understandable way.
These technical presentations will be complemented by other relevant and topical matters, including, governance and risk management, VAT and Integrated Financial Curriculum Planning - which is currently a very popular financial health check review of the ESFA.
Our intention is for the seminars to be relaxed and informal, offering you opportunities to ask questions and to meet your counterparts from other Trusts.
Topics include:
• Update on the Academies Accounts Direction
• Update on the Academies Financial Handbook
• What does a good board look like?
• Integrated Curriculum Financial Planning
• Are you managing risk?
• VAT Update
Tata Group Dials Taiwan for Its Chipmaking Ambition in Gujarat’s DholeraAvirahi City Dholera
The Tata Group, a titan of Indian industry, is making waves with its advanced talks with Taiwanese chipmakers Powerchip Semiconductor Manufacturing Corporation (PSMC) and UMC Group. The goal? Establishing a cutting-edge semiconductor fabrication unit (fab) in Dholera, Gujarat. This isn’t just any project; it’s a potential game changer for India’s chipmaking aspirations and a boon for investors seeking promising residential projects in dholera sir.
Visit : https://www.avirahi.com/blog/tata-group-dials-taiwan-for-its-chipmaking-ambition-in-gujarats-dholera/
LA HUG - Video Testimonials with Chynna Morgan - June 2024Lital Barkan
Have you ever heard that user-generated content or video testimonials can take your brand to the next level? We will explore how you can effectively use video testimonials to leverage and boost your sales, content strategy, and increase your CRM data.🤯
We will dig deeper into:
1. How to capture video testimonials that convert from your audience 🎥
2. How to leverage your testimonials to boost your sales 💲
3. How you can capture more CRM data to understand your audience better through video testimonials. 📊
Improving profitability for small businessBen Wann
In this comprehensive presentation, we will explore strategies and practical tips for enhancing profitability in small businesses. Tailored to meet the unique challenges faced by small enterprises, this session covers various aspects that directly impact the bottom line. Attendees will learn how to optimize operational efficiency, manage expenses, and increase revenue through innovative marketing and customer engagement techniques.
Enterprise Excellence is Inclusive Excellence.pdfKaiNexus
Enterprise excellence and inclusive excellence are closely linked, and real-world challenges have shown that both are essential to the success of any organization. To achieve enterprise excellence, organizations must focus on improving their operations and processes while creating an inclusive environment that engages everyone. In this interactive session, the facilitator will highlight commonly established business practices and how they limit our ability to engage everyone every day. More importantly, though, participants will likely gain increased awareness of what we can do differently to maximize enterprise excellence through deliberate inclusion.
What is Enterprise Excellence?
Enterprise Excellence is a holistic approach that's aimed at achieving world-class performance across all aspects of the organization.
What might I learn?
A way to engage all in creating Inclusive Excellence. Lessons from the US military and their parallels to the story of Harry Potter. How belt systems and CI teams can destroy inclusive practices. How leadership language invites people to the party. There are three things leaders can do to engage everyone every day: maximizing psychological safety to create environments where folks learn, contribute, and challenge the status quo.
Who might benefit? Anyone and everyone leading folks from the shop floor to top floor.
Dr. William Harvey is a seasoned Operations Leader with extensive experience in chemical processing, manufacturing, and operations management. At Michelman, he currently oversees multiple sites, leading teams in strategic planning and coaching/practicing continuous improvement. William is set to start his eighth year of teaching at the University of Cincinnati where he teaches marketing, finance, and management. William holds various certifications in change management, quality, leadership, operational excellence, team building, and DiSC, among others.
What is the TDS Return Filing Due Date for FY 2024-25.pdfseoforlegalpillers
It is crucial for the taxpayers to understand about the TDS Return Filing Due Date, so that they can fulfill your TDS obligations efficiently. Taxpayers can avoid penalties by sticking to the deadlines and by accurate filing of TDS. Timely filing of TDS will make sure about the availability of tax credits. You can also seek the professional guidance of experts like Legal Pillers for timely filing of the TDS Return.
Personal Brand Statement:
As an Army veteran dedicated to lifelong learning, I bring a disciplined, strategic mindset to my pursuits. I am constantly expanding my knowledge to innovate and lead effectively. My journey is driven by a commitment to excellence, and to make a meaningful impact in the world.
[Note: This is a partial preview. To download this presentation, visit:
https://www.oeconsulting.com.sg/training-presentations]
Sustainability has become an increasingly critical topic as the world recognizes the need to protect our planet and its resources for future generations. Sustainability means meeting our current needs without compromising the ability of future generations to meet theirs. It involves long-term planning and consideration of the consequences of our actions. The goal is to create strategies that ensure the long-term viability of People, Planet, and Profit.
Leading companies such as Nike, Toyota, and Siemens are prioritizing sustainable innovation in their business models, setting an example for others to follow. In this Sustainability training presentation, you will learn key concepts, principles, and practices of sustainability applicable across industries. This training aims to create awareness and educate employees, senior executives, consultants, and other key stakeholders, including investors, policymakers, and supply chain partners, on the importance and implementation of sustainability.
LEARNING OBJECTIVES
1. Develop a comprehensive understanding of the fundamental principles and concepts that form the foundation of sustainability within corporate environments.
2. Explore the sustainability implementation model, focusing on effective measures and reporting strategies to track and communicate sustainability efforts.
3. Identify and define best practices and critical success factors essential for achieving sustainability goals within organizations.
CONTENTS
1. Introduction and Key Concepts of Sustainability
2. Principles and Practices of Sustainability
3. Measures and Reporting in Sustainability
4. Sustainability Implementation & Best Practices
To download the complete presentation, visit: https://www.oeconsulting.com.sg/training-presentations
Cracking the Workplace Discipline Code Main.pptxWorkforce Group
Cultivating and maintaining discipline within teams is a critical differentiator for successful organisations.
Forward-thinking leaders and business managers understand the impact that discipline has on organisational success. A disciplined workforce operates with clarity, focus, and a shared understanding of expectations, ultimately driving better results, optimising productivity, and facilitating seamless collaboration.
Although discipline is not a one-size-fits-all approach, it can help create a work environment that encourages personal growth and accountability rather than solely relying on punitive measures.
In this deck, you will learn the significance of workplace discipline for organisational success. You’ll also learn
• Four (4) workplace discipline methods you should consider
• The best and most practical approach to implementing workplace discipline.
• Three (3) key tips to maintain a disciplined workplace.
Affordable Stationery Printing Services in Jaipur | Navpack n PrintNavpack & Print
Looking for professional printing services in Jaipur? Navpack n Print offers high-quality and affordable stationery printing for all your business needs. Stand out with custom stationery designs and fast turnaround times. Contact us today for a quote!
3.0 Project 2_ Developing My Brand Identity Kit.pptxtanyjahb
A personal brand exploration presentation summarizes an individual's unique qualities and goals, covering strengths, values, passions, and target audience. It helps individuals understand what makes them stand out, their desired image, and how they aim to achieve it.
What are the main advantages of using HR recruiter services.pdfHumanResourceDimensi1
HR recruiter services offer top talents to companies according to their specific needs. They handle all recruitment tasks from job posting to onboarding and help companies concentrate on their business growth. With their expertise and years of experience, they streamline the hiring process and save time and resources for the company.
2. .
“The Commission’s job is not to represent charities to the
public but to represent the public interest to you.”
3. 10:00 Chairman’s introduction
10:10 Creating a vision Sarah Pryce, The Critical Friend
10:30 Turning a vision into a plan Paul Stout, PKF Francis Clark
10:45 Keeping the plan on track: financial reporting Mike Bath, PKF Francis Clark
11:05 Keeping the plan on track: VAT Kathryn Jenkins, PKF Francis Clark
11:25 Keeping the plan on track: Cyber Security Richard Wilding, PKF Francis Clark
11:35 Break
11:55 Effective trustee boards as part of a sustainable
charity
James Evans, Tozers Solicitors
12:15 Real relationships that provide sustainable
income
Paul Courtney, Institute of
Fundraising South West
12:35 Communications that count: Why are you here? Mark Picken, MPAD
12:50 Questions
13:00 Lunch
.
Seminar schedule
21. Does your vision do these things?
• Inspire you
• Inspire the team
• Make you proud
• Give you goosebumps
22.
23.
24.
25.
26. A traditional view of resilience
•Stamina
•Grit and determination
•Tenacity
•Being the last person standing
•Working hardest or longest
•Being unbreakable and invincible
•Never giving up
27.
28.
29. So what is resilience?
The capacity to
recover quickly from
difficulties;
toughness
Oxford Dictionary
The ability of a
substance or object
to spring back into
shape; elasticity
Oxford Dictionary
30. A more relevant take on resilience
•Flexible
•Adaptable
•Grounded
•Learns from mistakes
•Motivated
•Knows when to stop or to change course
38. Building resilient people is a
win:win
•Less perceived stress
•Lower rate of absenteeism
•More likely to stay longer
•Higher levels of job satisfaction
•Have better physical and mental health
52. A quick recap
•Create a vision that inspires you and the people
around you
•Make resilience a priority
•Set clear priorities, create enough capacity,
trust and empower people
•Be the kind of leader who people want to
follow
54. Turning a vision into a plan
Paul Stout, Corporate Finance Director
55. Turning a vision into a plan
• What is a Strategic plan?
• The “Strategic plan”
• Financial projections
• Using your Strategic plan to raise
finance
56. The alternative to having a plan if you want to
attain your vision…
“Unlike an ordinary compass, Jack Sparrow’s
compass proved most valuable, as it pointed
to what the owner wanted most”
57. What is a Strategic plan?
• Documentation of the overall delivery system for the achievement
of the objectives
• A process that makes the “management”:
• See their Charity objectively
• Assess their achievements
• Set, or reset, their strategy based on their view of the future
performance
• Determine the resources available or required to meet the
Charity objectives
Be prepared to commit time and effort to the Strategic plan
58. Strategic Plan: Requirements
• Strategic Objectives (Vision), Strategy and Action Points
• Clear
• Concise
• Understood
• Strategies and Short term action points to cover:
• Revenue + Costs (Discretionary and non discretionary)
• Fundraising and PR
• Finance
• Personnel
• IT/ Training - possibly outsourced
• Regulatory/ Assets
• Stakeholder aspirations – outcome to beneficiaries and service
users
• Words and Numbers (and these need to be internally consistent)
59. Strategic Plan: Format, options and tips
• One page! – internal use only, or basis for fuller plan
• Format: Depends on audience and purpose
• More conventional
• Accuracy, Brevity and Clarity (ABC rule) and Keep It Simple
(KIS)
• Avoid jargon
• Pictures (including graphs, charts and tables) and words
• Use Appendices
• Presentation is key avoid being “too glossy” but also avoid
“boring”
• Content checklist
60. Financial Projections – What?
• Income and Expenditure account, Balance
Sheet and Cash Flow (integrated)
• Monthly for say first 2 years, annual thereafter
• Assumptions document*
• Narrative
• Clear and concise
• Attach workings for staff costs etc
• Prepare workings in a presentable format
(* = useful for getting “buy in” from users)
61. Financial Projections – how?
• Built up from base data e.g., staff list, rental costs
• Depends on your activities e.g.
• Steady delivery pattern – monthly/ quarterly
• Vs unpredictable e.g disaster relief services
• Charity shops – weekly/ monthly
• Specific project reports – depending on milestones
• Format consistent with annual and/ or management accounts
• Figures consistent with Strategic Plan
• Set out your Key Performance Indicators (“KPIs”)
62. www.website.com
Projections: Reporting and monitoring
• Budgets and forecasts
• Management tools not aspirational
statements
• Sensitivity analysis on key assumptions
• Don’t forget capital expenditure
• In-year reporting – KPIs (financial)
• How are we doing against
budget/forecast?
• Action required – reforecast, discretionary
costs?
• Cash flow v income and expenditure
(beware grants)
• How quickly do you need to be able to
respond/ react?
• What data do you collect/ does your
system produce?
63. Funder ready
1. Identify the right funder
2. Demonstrate
awareness of services
users, opportunities and
threats
4. Housekeeping
and mitigating issues
3. Credible and evidenced
64. Using your Strategic plan to raise finance
• Appropriate
• Tailored
• Competitive
65. Preparation for a fundraise: General
• Environment & current
operations
• Communicates “Strategic
case”
• Future strategy
• Professional
• Tailored
• Especially important for
start-ups
• Realistic
Supported
• Add up
Underpin Strategic case
• “Integrated” (Balance
sheet & Cash flow)
Monthly cash headroom
Sensitivities
• Central / Local Govt
Contracts e.g domiciliary
care
• Tax – VAT, PAYE/NI, CT
(if trading subsidiary)
• Statutory + management
accounts & other records
Strategic plan Projections “Housekeeping”
66. Funding options
DebtGrants
• Eligibility – sector, size
• Impact / project – i.e. usually
not for general expenses
• Only receive once spent
• Ongoing compliance
/reporting
Requirements
• Cash flow
• Security
• Covenants – appropriate?
Requirements
Crowdfunding
69. Where does financial reporting fit in?
Charitable
Objects
Aims and
objectives
Strategic plan
Reporting and
monitoring
Trustees
Management
70. Reporting and monitoring
• Financial information
• Fundamentals
• KPIs
• Management v trustees
• Reserves policies
• Driving factors
• Stress-testing and resilience
71. www.website.com
Reporting and monitoring fundamentals
• Understand your activities
• Deliverables – what and to whom?
• Sources of income?
• Required resources – revenue and
capital?
• Identify your break even position
• Cost base – discretionary and non
discretionary?
• Certainty of income – funding gap?
• Get to grips with cash flows
• Timing and amounts?
• Source and application?
72. www.website.com
Reporting and monitoring fundamentals
• Budgets and forecasts
• Management tools
• Assumptions and sensitivities
• Revenue and capital expenditure
• In-year reporting
• How are we doing against
budget/forecast?
• Action required – reforecast,
discretionary costs?
• Cash flow v income and expenditure
(beware grants)
73. www.website.com
How much and how soon?
• How quickly do you need to be able to
respond/ react?
• What data do you collect/ does your
system produce?
• Depends on your activities e.g.
• Steady delivery pattern – monthly/
quarterly
• Charity shops – weekly/ monthly
• Specific project reports – depending on
milestones
• Key Performance Indicators
74. Why have KPIs?
• Setting and measuring targets
• Best use of resources
• “The canary in the mine”
Management
• Achievements and performance
• Financial and non financial
Reporting
• Engagement with staff and
stakeholders
• Transparency and openness
Communication
75. 75
Same picture, different angles
Trustees
Reporting and
monitoring
Management
Operational
- Manage
- Control
- Report
Governance
- Challenge
- Sustainability
- Assurance
76. What do management need?
• Useful and timely data
• Restricted and unrestricted reserves
Manage
• Allocate responsibility
• Regular routines, reviews
Control
•Operational v strategic
•Transparency v excessive detail
•“Dashboards”
Report
77. Trustees and good financial governance
Strategy
Reporting
Control
environment
78. Trustee challenge is crucial to good governance
“There is no such thing as stupid
question…”
“….only stupid answers!”
The Emperor’s new clothes?
79. Useful questions for trustees to ask
• What are the sensitivities in the budget/ forecast?
• What is our break even point?
• What is our funding gap?Challenge
• How are we doing against budget?
• What are the red flags?
• What due diligence have we done?
• What do we have in reserve?
Sustainability
• Have previous budgets and forecasts been reliable?
• Do explanations from management stack up, are they
consistent?
• Number and size of adjustments between
management and statutory accounts?
Assurance
80. www.website.com
Charity reserves
• Why? To ensure sustainability of the charity
• Maintain delivery of outcomes
• Protect beneficiaries
• Respond to variations in funding
• React to appropriate opportunities
• What? Reserves = funds that can be spent
freely on charitable purposes
• Exclude endowments and restricted
income
• Exclude tangible assets
• Exclude designated reserves
82. www.website.com
Developing your reserves policy
• Must be appropriate to your circumstances
• What are you trying to deliver?
• How are you funded?
• What are the uncertainties over
income?
• What is your cost exposure?
• How much do you need:
• To cover your funding gap?
• To cover for emergencies?
• To support planned development,
improvement, repair?
84. Stress-testing: how resilient are you?
• Current headroom?
• How to increase/improve?
• Risk mitigation opportunities?
What
combination of
risks causes the
biggest problem?
• Check your calculations?
• Designated reserves for
future plans?
• Charitable purposes?
What if you seem
to have plenty of
headroom?
86. www.website.com
Agenda
• VAT issues for charities
• VAT and funding
• VAT exemption pitfalls
• Reliefs on expenditure
• Upcoming
• Making Tax Digital for VAT (MTDfV)
• Brexit
• Checklist summary
87. .
VAT and Funding
New funding agreement?
VAT?!
• Supply or grant or donation?
• If grant or donation:
• relate to non-business activity?
• Or merely supplement business activities?
88. 88
No VAT on the income
No recovery of VAT on related costs
Some of the relevant VAT exemptions:
Education
Welfare
Sport
Cultural
Fund-raising
Subscription / Membership
VAT Exemption Pitfalls
89. Charity “Help the Community Ltd”
“to improve the health and employability of local
community”
Secured funding:
- Money from Local Authority – help young people
- Agreement local college - employability course
VAT Exemption Pitfalls - Example
90. .
VAT Exemption Pitfalls – Example
Local Authority Income (£60K)
Specifically to build and run a youth centre
Not a grant
Does not meet the welfare exemption
Income counts towards VAT threshold
91. .
VAT Exemption Pitfalls – Example
Local College Funding (£30K)
To find pupils to enrol on course
Money based on pupils found
Provide equipment for teaching
Help find teachers
Does not meet education exemption
Income counts towards threshold
92. .
VAT Exemption Pitfalls
Cultural Exemption Eligibilty
Precluded from distributing and does
not distribute profits
Profits applied to continuance or
improvement of facilities
Managed and administered on a
voluntary basis – no financial interest
94. .
VAT Reliefs on Expenditure
Land,
Property
and
Construction
Purchase or construction of new building used
for a relevant charitable purpose (RCP)
Construction of annex to be used for RCP
Purchase or construction of new building to be
used for a relevant residential purpose (RRP)
Certain works to dwellings and/or RRP
buildings taxed at 5%
Option to tax made by landlord or vendor can
be disapplied where use will be RCP or RRP
95. .
VAT Reliefs on Expenditure
Other
Reliefs
Advertising
Medicinal products purchased by charities engaged in
medical care or research
‘Relevant goods’ purchased by charity or eligible body
using charitable funds or voluntary contributions
Fuel or power at 5% rate used ‘otherwise than in the
course or furtherance of a business’
96. .
Making Tax Digital for VAT (MTDfV)
• Effective for VAT returns
starting from 1 April 2019
• Applies to all taxpayers
registered on a compulsory
basis
• VAT returns must be submitted
either using accounting
software or via bridging
software
• Ability to submit more
information
97. Brexit
• Effective 1 January 2021 ????
• Will affect charities that trade with other EU countries
• Purchases of goods will become imports subject to
VAT and customs duty
• Sales will become exports
• Still uncertain … but worth being aware of
98. .
Checklist Summary
Income
• Is your income a grant or contract?
• Are you confident of the VAT liability of income?
Exemption
• Are you aware of all the conditions necessary to apply an exemption?
MTDfV
• Will your system be able to submit VAT returns under MTDfV rules?
Brexit
• Have you considered the impact of BREXIT and done anything about
it?
100. What happens in an internet minute?
16m
text
messages
4.1m
videos
viewed
342,000
apps
downloaded
46,200
posts
uploaded
452,000
tweets
990,000
swipes
156,000
emails
40,000
hours
listened
50
‘voice-first’
devices shipped
120
new accounts
created
15,000
GIFs sent via
messenger
1.8m
snaps
created
3.5m
searches
751,522
spent online
900,000
logins
70,017
hours watched
101. Cyber Crime is growing
• Cyber criminals have huge technical
know-how. Far superior to most
legitimate businesses/charities.
• Charities are often oblivious to the threat
that results from their lack of cyber
security.
• A company doesn’t have to have a
transactional website to be vulnerable.
• Many charities possess intellectual
property that has significant financial
value to cyber criminals
102. 102
Current risks and threats
Current examples:
• One in five charities have been attacked in
the last year
• Majority of large charities have experienced
cyber attacks, says report
• Research by the government finds that 73
per cent of charities with incomes of more
than £5m have been victims in the past year
103. 103
Current risks and threats cont
Further examples:
• The report says that, despite the prevalence
of cyber security breaches in the sector, only
21 per cent of all charities have a cyber
security policy in place, and only 8 per cent
have an existing cyber security incident
management process.
• Only 42 per cent of charities had sought any
guidance or advice on cyber security, and 5
per cent of them recalled using government
guidance on the subject.
104. 104
Current risks and threats cont
Further examples:
• The Information Commissioner’s Office has
fined eleven charities that breached the Data
Protection Act by misusing donors’ personal
data.
• Cyber attacks can be nothing short of
catastrophic for an organisation, and for
those about whom it holds sensitive
information, and every charity is a potential
target for attackers with financial motivations
105. Cyber Essentials
• Self-assessment questionnaire for the company to complete
• Covers 5 key areas/71 questions
• We provide upfront assistance (1.5 days needed) to support
how to complete and progress
• It is submitted via a secure portal for us to assess
• Basic vulnerability scan performed
• Assessor feedback provided
• Once successful can use the Cyber Essentials logo for 12m
• Limited insurance provided/can help reduce further cyber
insurance
106. Cyber Essentials PLUS
• We audit and test the 5 key control areas
• Includes detailed vulnerability and limited penetration
testing
• A report is then issued
• Once successful can use the Cyber Essentials PLUS
logo for 12m
• Can help to reduce cyber insurance further
107. 107
General Data Protection
Regulations 2018
• What is GDPR?
• What are the consequences – 2 levels?
Higher of up to 20m Euro’s/4% of global
turnover
Higher of up to10m Euro’s/2% of global
turnover
• What should I do?
108. IASME (Information Assurance for Small and Medium Enterprises)
• IASME – two levels standard and gold
• 180 questions (including those in Cyber Essentials)
• Includes GDPR specific questions
• Akin to ISO27001
• A report is then issued
• Once successful can use the IASME logo for 12m
109. www.website.com
Next steps
• Pick up a brochure
• Complete form
• September cyber event
• Contact your PKF Francis Clark adviser or
e-mail: cyber@pkf-francislark.co.uk
112. Key Principles
1. Clear organisational purpose
2. Strong and effective leadership
3. Integrity
4. Decision making, risk and control
5. Board effectiveness
6. Diversity
7. Openness and accountability
113.
114. Is everyone here for the
right reasons?
- Committed to the cause
- Want to help the charity deliver public
benefit
- Committed to good governance and
continued improvement of the charity
115. Do you understand the
role?
Must understand trustee role and
responsibilities –CC3 & governing document
116.
117. Common problems
-Misunderstanding of role
- Micromanaging
- Third party interests
-Conflicts of interest
- Failure to appreciate a conflict exists
- Self-certifying
-Lack of diversity
- Closed recruitment processes
- Obstacles to accessible participation
118. Common problems
- Problems with information
- Too much, not understandable, KPIs not clearly
identified
- Ineffective delegation
- Insufficient use of sub-committees
- Delegation frameworks not clear
119.
120. Leadership, vision and
values
• Clear and relevant aims and strategy for
achieving them
• Board agrees vision, values and leads by
example
• Ensure values are reflected in all the charity’s
work
121. Culture and behaviour
• Safe to suggest, question and
challenge, difficult issues not avoided
• Appropriate skills and knowledge of the
charity
• Trustees can give enough time to the
role
• Chair helps develop strong working
relationships between trustees
123. Skills and structure
- Consider skills, knowledge and experience
needed on a regular basis to govern, lead
and deliver charity’s purposes
- Also look at board composition- min 5, max
12?
- Consider maximum terms of office 9 year
max?
124. Recruitment and appraisal
- Formal, rigorous, transparent recruitment
- Appointments made on merit, against
objective criteria and considering benefits of
diversity
- Proper induction processes
- Board performance reviews - including the
chair
125.
126. “Good governance is no longer an
optional extra. It’s essential to
charities’ effectiveness and
probably their survival too”
Sarah Atkinson
Director of Policy and Communications
Charity Commission
132. Relationships (the Goose way)
• Working in a team combined effort (70%
further)
• Its harder on your own – there’s
something about the team that draws
them back
• Share the lead
• Help each other – protect those that
struggle
• They encourage…
137. I want to trust you
• What are you doing with my
money?
• What are your plans for the future?
• Can I come with you on the
journey?
• Is it about you, me or us?
• We want to be together….
140. What would you expect
if you gave money to
your charity?
141. Tell me the truth!
• What does it cost to make a
change?
• How can I make a difference?
• Don’t make promises you
cannot keep!
142. For better and for worse
• Celebrate the good stuff
• Be honest with the bad stuff
• Don’t brush it under the carpet
• What did Bob always tell us….
143.
144. For richer, for poorer
• Don’t panic
• Be honest with the costs
• Be ambitious, don’t be stupid!
145. Til death us do part
• I’m in this for the long haul (I’m not a one
night stand)
• What’s the long term plan?
• What happens when I’m gone?
• How can I make a difference when I’m
gone?
147. Deep relationships
• Involvement vs. Engagement
• Going with the flow – being flexible
• Delighting our donors
• What does it look like when we really know
each other?
152. Loyalty
• Let your work do the talking
• Communicate your IMPACT
• Cast your vision
• Take people with you on your journey –
TOGETHER!
153.
154.
155. Paul Courtney
T: 01752 893839
M: 0779 933 0816
E: paul@kairosfundraisingsolutions.com
W: www.kairosfundraisingsolutions.com
Twitter: @paulkairos
156. Mark Picken | @mpad_mark
Summer 2018
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@weareMPAD www.mpad.co.uk
Why are you here?
157. t. 01872 321533 e. info@mpad.co.uk
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In the news
158. “Shockwave through the sector”
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159. “Good will factor is diminishing”
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“People now trust charities no more
than they trust the average stranger
they meet on the street.”
Baroness Stowell
Chair of Charity Commision, 16 April 2018
163. “The biggest reason why people give you
money is because you ask for it”
National charity CEO
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164. Poll 1 - If you donate to charities,
what is the main reason?
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165. Poll 2 - If you support charities, do they
mainly tend to be?
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166. Poll 3 - Have recent media stories, such as Oxfam or Save
the Children, impacted on your views about charities
negatively?
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167. Poll 4 - Have recent media stories impacted
on your support for charities?
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Poll 5 - Have you ever taken part in an
event to raise money for charity?
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Poll 6 - If you have donated to a charity, did it
say thank you?
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Poll 7 - Have you liked or shared a charity’s
social media post?
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Poll 8 - If you have shared a charity’s
social media post, have you then donated
to that charity?
174. What should happen - set your
organisational objectives
Increased profile
Increased supporters
or volunteers
Increased engagement
Increased donations
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180. What often happens:
Diving head forwards into tactics
I want a
website!
I want some
national PR
That Facebook /
social media stuff
- I want that!
I need some
advertising We need a
new logo
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182. “What’s in it for me?”
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(more than a mention in PR)
184. What can you measure?
Outputs into outcomes
Frequency
of press
releases
Frequency of email
marketing shots
Frequency of
social media
campaigns
Traffic to
website
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185. What can you measure?
Outputs into outcomes
Outcomes
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Donations Event
sign-ups
More
volunteers
186. Recap
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• What’s your purpose?
• What’s your offering?
• Key Messages
• Who are you talking to?
• Where will you find them?
• What’s in it for me?
• What’s your impact?
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