The course covers all the main aspects of financial management, looking backwards at annual accounts and forwards at
planning tools, and how these are linked:
Financial management:
- role of financial management – purpose and responsibilities;
- financial management and the need for sound control systems.
Management reporting:
- management reporting to the Board;
- accountability and reporting to funders and stakeholders.
Statutory Financial Statements:
- principles underlying financial accounting statutory reporting requirements;
- content and format;
- working through a set of annual accounts to explain the terminology, what the figures mean and how the different parts link together;
- how the new SORP will affect annual accounts.
Budgeting:
- purpose;
- setting;
- monitoring and reporting;
- full cost recovery.
Cashflow projections:
- purpose and construction of simple cashflow
During this 2 day interactive course participants will:
- Identify strengths and areas to work on;
- Have a framework for managing and supervising people;
- Develop skills, techniques and strategies for managing people;
- Obtain support and encouragement;
- Tackle work related problems and issues.
Using group and individual tasks participants will learn about:
- being responsible for people and their work: hopes and fears;
- managing people, teams and group;
- managing change;
- identifying challenges and learning goals;
- supervision and appraisal;
- putting theory into practice: case study.
How does fundraising work … and why do donors give? You will discuss these questions, whilst examining the Pyramid,
the Onion and the Seven Steps fundraising models.
How much money is out there, who has it, who gets it and how much does it cost to raise? Pam will guide you through
an overview of Scottish fundraising, the landscape we live in and up-coming trends.
Does your organisation have what it takes? Discover the key organisational steps to becoming ‘fundraising ready’.
Knowing who are you and how you fit in is vital to success – you will examine your cause, your impact and internal
and external factors.
First things first: your case for support! Pam will guide you through putting this together and show you how to
modify it for a range of supporters: individuals, trusts and foundations, companies and events.
Strategy 101 for 2016 and beyond… You will discuss sustainability and review the various tools to get there and how
to put the plan together.
Avoid the Daily Mail front page – understanding ethical and legal codes of practice is a vital factor when
fundraising, so you will explore these and stewardship/donor relations.
This hands on course will help you understand how self-doubt can manifest itself andimpact your physical being, performance and day-to-day work. You’llshare strategiesthat build resilience and self-confidence to ensureyou have the tools to tackle typical hurdles and challenges. You’ll discover how to betterhandle difficult situations or scenarios, including difficult conversations and day to day conflict.
Facebook, twitter and blogging don’t have to be a mystery…this course will look at:
- Blogging
- Video & audio
- A social media strategy in 20 minutes
During this 2 day interactive course participants will:
- Identify strengths and areas to work on;
- Have a framework for managing and supervising people;
- Develop skills, techniques and strategies for managing people;
- Obtain support and encouragement;
- Tackle work related problems and issues.
Using group and individual tasks participants will learn about:
- being responsible for people and their work: hopes and fears;
- managing people, teams and group;
- managing change;
- identifying challenges and learning goals;
- supervision and appraisal;
- putting theory into practice: case study.
What do fundraisers really do anyway? Pam knows, with nearly 25 years of experience working in fundraising, she will
tell you all about the activities and related resources that make up ‘fundraising’. She will reveal the
mysteries behind where the money is: who has it, how much do they have and how much does it cost to raise
it.
Understanding organisational funding needs and how to target the right source for these is vital to any funding
application you might make, as is knowing what funders need – you will examine funders expectations and why
they may be suitable (or not) to your organisation!
Every sector has it’s own jargon and buzzwords, and funders are no different so you will begin to speak the funders
language by looking at current jargon and how to communicate with a range of funding sources.
After a tasty lunch and time to chat with fellow participants, you will begin to put all you have learnt into
practise…there are as many different formats and styles for writing proposals and requests for support as
there are applicants and so you must be able to identify the most appropriate for each application you
make.
As every good Scout will tell you their motto is “be prepared”, indeed in funding it is essential that you be
prepared. Pam will guide you through strategy, planning and time lines, and how to create realistic
fundraising plans for the short and medium term.
Taking care of donors after the cheque is in the bank plays as important a part of funding as the application does,
it is more than just a thank you! You will explore the complexities of stewardship and the art of
cultivation.
Funding is not a quick progress, it takes time, effort and a lot of leg work especially when it comes to research –
Pam will take you through the role of research and how important it is in successful funding applications,
it is beyond looking in the directories.
Who are you approaching for support and why? If your application doesn’t fit don’t force it into a funder’s
guidelines – you will explore how to make the best match between the work you want to fund and the most
appropriate funder.
How many funders is one too many? With over two decades of fundraising experience Pam knows why you should pursue
different sources of support and how to avoid seeking funding every three years…and she’ll let you in on
it!
It’s not OK to have your application stand out from the crowd… it’s A-OK! Sing your own praises when writing
proposals, which include organisational case statements that can be modified to suit different funding
applications – it’s a skill and Pam will show you how!
It’s important to make the most of what you’ve got – you will look at how to engage your management committee,
volunteers and other staff in supporting your efforts and making your fundraising more effective!
What comes first, the funder or match funding? Partnerships and joint applications are key to third sector
fundraising, so you will examine how to make them work in your favour.
You know funding is not a quick progress, it takes time, effort and a lot of leg work especially when it comes to
research – Pam will take you through the role of research and how important it is in successful funding
applications… it is beyond looking in the directories.
Taking care of donors after the cheque is in the bank plays as important a part of funding as the application does,
it is more than just a thank you! You will explore the complexities of stewardship and the art of
cultivation.
The course covers all the main aspects of financial management, looking backwards at annual accounts and forwards at
planning tools, and how these are linked:
Financial management:
- role of financial management – purpose and responsibilities;
- financial management and the need for sound control systems.
Management reporting:
- management reporting to the Board;
- accountability and reporting to funders and stakeholders.
Statutory Financial Statements:
- principles underlying financial accounting statutory reporting requirements;
- content and format;
- working through a set of annual accounts to explain the terminology, what the figures mean and how the different parts link together;
- how the new SORP will affect annual accounts.
Budgeting:
- purpose;
- setting;
- monitoring and reporting;
- full cost recovery.
Cashflow projections:
- purpose and construction of simple cashflow.
The aim of this two-day course is to provide an introduction to training and learning. To learn how people learn, make the messages you want to get across stick through creating the right structure and environment for your participants. The course is designed to help participants design and deliver learning to small groups.