Through group and individual exercises this one day course will cover:
benefits of monitoring and evaluating
key stages of measuring impact and value
what is impact and what is value?
the current measurement of your project for funders
what data can you collect to demonstrate impact and value to funders?
top tips for putting together a basic impact and value evaluation report for your funders
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; and financial management and the
need for sound control systems.
Management reporting: management reporting to the Board; and 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; and how the new SORP will affect annual accounts.
Budgeting: purpose; setting; monitoring and reporting; and full cost recovery.
Cashflow projections: purpose and construction of simple cashflow
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.
You’ll look at some of the why, where, when, how behind comms and marketing during class discussions and group work.
You’ll look at good (free or almost free) tools, which will help you build some imaginative marcomms
campaigns. Then you’ll plan and execute a campaign (and present it for fun!), maybe setting up a demo
Twitter account, Facebook page, media call, or stakeholder event.
You’ll take a real, live plan back to base after picking up new skills:
- why marketing & communications matters – particularly the need to sell internally
- know your comms options – looking at the “traditional” and “digital” ways we can communicate
- curate a list of ways to tell stories – and how to decide what to do
- learn about video and design
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.
What’s the big deal with minutes anyway? Minutes are a record of what takes place at a meeting and ensures nothing
is lost or forgotten – you will learn how to take, prepare, and present minutes.
No need to write like the wind and capture every word – minutes don’t have to be verbatim but they do have to record
certain facts. You will explore what must be recorded: participants, decisions, actions…
Time is precious, so make every second count – think like a Scout and be prepared! Teresa Dolan will discuss the
meeting cycle and what to prepare before your meeting takes place.
Minutes don’t have to be long, complicated or in fancy language but they do need to record clearly and simply…you
will examine the most difficult aspects of taking minutes and how best to address them.
Anyone can scribble a rough outline of a meeting, right? Yes, but to take good notes and create minutes that provide
an accurate reflection requires a particular set of skills – Teresa will show you!
The good, the bad and the ugly – get the pop-corn ready as you screen them all! You’ll examine good and bad minutes,
which will help you follow best practice and avoid common mistakes.
The intended outcome and objective of the course is for attendees to leave with a clearer understanding of the principles of data protection and the GDPR and provide sufficient knowledge to better navigate the path toward compliance via the completion and use of both the personal data audit and the ability to develop and produce their own data protection policy document.
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’s the big deal with minutes any way? Minutes are a record of what takes place at a meeting and ensures nothing
is lost or forgotten – you will learn how to take, prepare, and present minutes.
No need to write like the wind and capture every word – minutes don’t have to be verbatim but they do have to record
certain facts. You will explore what must be recorded: participants, decisions, actions…
Time is precious, so make every second count – think like a Scout and be prepared! Teresa Dolan will discuss the
meeting cycle and what to prepare before your meeting takes place.
Minutes don’t have to be long, complicated or in fancy language but they do need to record clearly and simply…you
will examine the most difficult aspects of taking minutes and how best to address them.
Anyone can scribble a rough outline of a meeting, right? Yes, but to take good notes and create minutes that provide
an accurate reflection requires a particular set of skills – Teresa will show you!
The good, the bad and the ugly – get the pop-corn ready as you screen them all! You’ll examine good and bad minutes,
which will help you follow best practice and avoid common mistakes.
This workshop uses practical exercises to help you:
- write content which is creative, clear and concise;
- learn to write to a deadline;
- find the right style, tone and language for your content;
- structure content to tell a story or relay a message;
- avoid bad habits, clichés and gruesome grammar.