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Strategic Planning Tools for Fundraising

Understand key planning frameworks and how to use them to improve performance

In association with

This programme is designed for development directors and senior fundraisers who need strategic tools and techniques to reframe a new or existing fundraising strategy. We provide participants with an understanding of all the key strategic tools available for developing or improving income, and explore how to use them appropriately and effectively.

The course delivered exactly what it ‘said on the tin’. It gave an excellent overview of the strategic tools available for fundraising and great examples of how voluntary organisations have used them. I would recommend that anyone who wants practical and applicable tools should go on this course.

Lauren Ellis, Fundraising Co-ordinator, British Red Cross

Benefits to you and your organisation

This intensive programme will enable you to use a range of strategic tools to create your fundraising plans with confidence. In this challenging, interactive day you’ll:

understand all the key strategic tools available, and how to use them appropriately and effectively in fundraising

explore a range of strategic models and how they can be used to tackle different fundraising challenges

learn how to reframe and stretch your existing fundraising strategy using the latest tools and approaches

Core modules

This focused and energising seminar is built around a range of topics and includes:

Strategy mapping: learn how to visually share your fundraising strategy and share it at a board, volunteer or staff level

Creating strategic drivers: learn how to actually use PEST and SWOT - generating strategic drivers to frame concerns

Risk analysis: explore how to scope and include risk and sensitivity analysis in fundraising targets

Identifying strategic competencies: clarify your key abilities and knowledge to deliver the plan, indentifying your existing and emerging competencies

Clarifying core terms: develop a shared vocabulary for your fundraising strategy including vision, mission and values

Assessing your fundraising product portfolio: use the =mc Boston Matrix to establish the impact of your fundraising mix

Deciding new directions: find out how to use the Ansoff Matrix to identify which of 4 directions you should adopt

Fundraising cycles: understand the importance of donor/product cycles and their time-frames

Competitor analysis: explore how to frame decisions to enter or exit from fundraising activities using Porter's 5 Forces

Learning approaches

The programme uses case studies from UK and international charities. You’ll have opportunities to practice the tools personally and apply them to your own situation.

About the programme leader

This programme will be led by Bernard Ross one of Europe’s leading authorities on not-for-profit strategy especially in fundraising. Bernard has helped create strategies for organisations as diverse as UNICEF and Tate Gallery, the Royal College of Physicians and ActionAid. He speaks regularly at IoF in UK, the IFC in Holland and AFP in the USA.

To find out more about Bernard’s strategic work try his book Breakthrough Thinking, Wiley selected as the Best Non-Profit Management Book in the USA.

Dates	01 October 2012
Duration	1 day
Cost	£230+VAT
Venue	London
Documentation	Workbook containing all topics covered during the programme.
Booking Info	Book Now Also available in-house »
	Please contact us if you'd like to discuss your training requirements with our team, or would like more information

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Amnesty International needed a new strategic framework to cope with the different human rights situation globally. We created a tailored strategy map.
Age UK, the major UK charity was the product of a merger. They needed a new approach to income generation and we helped them to shape their new programme.
In need of a country strategy, the Alliance turned to us after they set up a new regional office in Uganda.
The UK government needed some inspiration for new politics, they turned to =mc learning and development for innovation training for senior civil servants.
Increasing global fundraising capacity. We were excited to help the British Council staff in Russia secure a 1 million Euro sponsorship deal!
For Concern, =mc learning & development team provided a global leadership programme for managers and country directors – linked to a multicultural competence framework.
Turning a local authority department into an independent organisation means major change! We supported DGHP to create new ways of working.
Greenpeace International needed advice on innovation to help engage younger people in the environmental agenda – we designed a systematic programme to help with this.
Mind wanted to be more aligned across departments to create a joined-up organisation. =mc consultancy helped them to create a new culture. Our clients We're proud of the clients we work with. Click on the logos below for more information.
The National Trust for Scotland needed a system to prioritise their projects. =mc introduced a special version of the strategy map.
NMSI, the UK’s largest museum cluster (including the Science Museum), asked us to assess their potential for increasing their unrestricted income.
Find out how we helped them to embed innovation as part of NSPCC’s organisational culture through driving forward innovation and knowledge management.
We’re ecstatic to have been awarded a National Training Award in 2008 with Plan International for their blended management learning programme for INGO staff.
=mc’s fundraising team were asked by this international federation – the largest INGO in the world – to help them develop their global fundraising strategy across 198 nations.
Growing a culture of innovation. We designed an innovation framework to help the RNIB achieve culture change and boost income.
We helped Sightsavers develop a new global strategic direction that achieved record levels of engagement across the organisation.
UNICEF UK asked us to help them develop a powerful case for support – follow the story of Our 5 Promises to Children.

Book Now

Dates:
01 October 2012

Cost:
£230+VAT

Venue:
London

Who should attend?

senior fundraisers who need strategic tools to tackle challenges

development directors who need to reframe their fundraising strategy and existing portfolio

Transforming the performance of ethically-driven organisations worldwide

Strategic Planning Tools for Fundraising

Benefits to you and your organisation

Core modules

Learning approaches

About the programme leader

Amnesty International needed a new strategic framework to cope with the different human rights situation globally. We created a tailored strategy map.

Age UK, the major UK charity was the product of a merger. They needed a new approach to income generation and we helped them to shape their new programme.

In need of a country strategy, the Alliance turned to us after they set up a new regional office in Uganda.

The UK government needed some inspiration for new politics, they turned to =mc learning and development for innovation training for senior civil servants.

Increasing global fundraising capacity. We were excited to help the British Council staff in Russia secure a 1 million Euro sponsorship deal!

For Concern, =mc learning & development team provided a global leadership programme for managers and country directors – linked to a multicultural competence framework.

Turning a local authority department into an independent organisation means major change! We supported DGHP to create new ways of working.

Greenpeace International needed advice on innovation to help engage younger people in the environmental agenda – we designed a systematic programme to help with this.

Mind wanted to be more aligned across departments to create a joined-up organisation. =mc consultancy helped them to create a new culture. Our clients We're proud of the clients we work with. Click on the logos below for more information.

The National Trust for Scotland needed a system to prioritise their projects. =mc introduced a special version of the strategy map.

NMSI, the UK’s largest museum cluster (including the Science Museum), asked us to assess their potential for increasing their unrestricted income.

Find out how we helped them to embed innovation as part of NSPCC’s organisational culture through driving forward innovation and knowledge management.

We’re ecstatic to have been awarded a National Training Award in 2008 with Plan International for their blended management learning programme for INGO staff.

=mc’s fundraising team were asked by this international federation – the largest INGO in the world – to help them develop their global fundraising strategy across 198 nations.

Growing a culture of innovation. We designed an innovation framework to help the RNIB achieve culture change and boost income.

We helped Sightsavers develop a new global strategic direction that achieved record levels of engagement across the organisation.

UNICEF UK asked us to help them develop a powerful case for support – follow the story of Our 5 Promises to Children.