Wansbeck funding strategies for the 21st century (as delivered)

www.markbutcherassociates.co.uk

Good morning!

Bid Writing and Beyond

Funding Strategies for the 21st Century

Getting started

• Housekeeping

• Introductions

• Aims

• Strategic overview of options

Your learning goals?

Creating a ‘mixed economy’ funding model

• Improving your bids

• The key to successful partnerships

• Corporate and Community support

• Earning money

Strategic Options

Potential/Readiness Matrix

Readiness

Potential

+ -

-

‘Potential’ is not just about you – think about where the market is going …

Potential /Readiness Matrix

Readiness

Potential

+ -

-

High Potential, High Readiness

Potential /Readiness Matrix

Readiness

Potential

+ -

-

High Potential, High Readiness

Low Potential, High Readiness

Potential /Readiness Matrix

Readiness

Potential

+ -

-

High Potential, High Readiness

Low Potential, High Readiness

High Potential, Low Readiness

Potential /Readiness Matrix

Readiness

Potential

+ -

-

High Potential, High Readiness

Low Potential, Low Readiness

Low Potential, High Readiness

High Potential, Low Readiness

Potential /Readiness Matrix

Readiness

Potential

+ -

-

Your ‘cash cow’s

Potential /Readiness Matrix

Readiness

Potential

+ -

-

Your ‘cash cow’s

Things you used to do that have stopped working

Potential /Readiness Matrix

Readiness

Potential

+ -

-

Your ‘cash cow’s

Never go here

Things you used to do that have stopped working

Potential /Readiness Matrix

Readiness

Potential

+ -

-

Your ‘cash cow’s

Never go here

Things you used to do that have stopped working

This is where you focus

List all of the ways you can think of to earn money …

Readiness

Potential

+ -

-

Routes to money

• Trusts

• Specific Trusts

• CCG’s

• Local Authority

• ERDF

• Community Rehabilitation Companies

• Community Fundraising

• Housing Benefit

• Community Chest

• Business Sponsorship

• Earned income

Potential /Readiness Matrix

Readiness

Potential

+ -

-

High Potential, High Readiness

Low Potential, Low Readiness

Low Potential, High Readiness

High Potential, Low Readiness

Improving Your Bids

More pressure, slimmer chances

Fewer programmes

Shorter commitments. Less risk

More proactive partnering

Consultation

More consultation, more user control

More consultation, more user control

“How do you know this project is needed and how does it fit with other projects in your area?”

“How have children and young people influenced how you planned this project, and how will they continue to be involved in how your project is run?”

How have you consulted with the people and organisations who will benefit from your project and what did you find out?

Examples of consultation include:

● community surveys

● focus groups

● public meetings

● discussions with other organisations of the wider community.

You need to tell us who you have consulted and when you talked to them about your project.

Consultation should be less than two years old. If you can’t consult with the people that you want to help, tell us why. We also want to know how:

● your project has been influenced by what people have told you

● you know that the people you want to help will use your project.

Data

Management

Understand what you offer

Slice it thinner

…and thinner again!

Could you tell a funder ….

• How many hours you spend on each case; i.e. how much time (and money) it costs to deliver each outcome?

Could you tell a funder ….

• That the outcomes you achieve are calibrated against a scale such as Edinburgh Warwick, Every Child Matters or the Soul Record? Can you make your excellence measurable?

ECM’s 5 outcomes:

• Being healthy A more healthy lifestyle• Staying safe Less harm and neglect and growing up able to look

after themselves. • Enjoying and achieving Maximisation of potential and the

development of skills for adulthood. • Making a positive contribution Using their skills and abilities in

ways to enhance their own lives and the lives of their community.• Achieving economic well-being Overcoming income barriers to

achieve full potential in life.

Measuring ‘distance travelled’

The Outcomes Star

The Outcomes Star

The Outcomes Star

Could you tell a funder ….

• How many of your clients are male and how many female?

Could you tell a funder ….

• How many of your clients are LGBT?

Could you tell a funder ….

• How many of your clients have visited a food bank?

Could you tell a funder ….

• How many of your clients are ex-service people?

Consider the depth of the ‘data dive’

• Shallow: ‘87% of our users have taken up new activities.’ ‘Local residents say their park is much cleaner.’

Consider the depth of the ‘data dive’

• Shallow: ‘87% of our users have taken up new activities.’ ‘Local residents say their park is much cleaner.’

• Deeper: ‘43% of our users are now going to the gym and 44% are now swimming at least once a week.’

Consider the depth of the ‘data dive’

• Shallow: ‘87% of our users have taken up new activities.’ ‘Local residents say their park is much cleaner.’

• Deeper: ‘43% of our users are now going to the gym and 44% are now swimming at least once a week.’

• Deeper still! ‘89% of the local residents we consulted said there is less litter in the park. Several said that the new rubbish bins had made a difference. Others felt that people were aware of the clean-up campaign and were making an effort to take litter home or throw it away.’

Writing skills

Logic Model or Theory of Change

Logic Model or Theory of Change

Input Output Outcome Impact

Lawnmowers Independent Theatre Company

Logic Model for Lawnmowers

Logic Model for Lawnmowers

Money, Staff, Equipment, Premises, Transport

Logic Model for Lawnmowers

Money, Staff, Equipment, Premises, Transport

Theatre for Change, Schools for Fools, Beat This

Logic Model for Lawnmowers

Money, Staff, Equipment, Premises, Transport

Confidence, Skills, Joy, Purpose

Theatre for Change, Schools for Fools, Beat This

Logic Model for Lawnmowers

Money, Staff, Equipment, Premises, Transport

Connection, Engagement, Visibility, Acceptance

Confidence, Skills, Joy, Purpose

Theatre for Change, Schools for Fools, Beat This

Outcome/Impact Spectrum

Short Term (knowledge, skills, benefits)

Outcome/Impact Spectrum

Medium Term (behaviour, practice, decisions, policies)

Short Term (knowledge, skills, benefits)

Outcome/Impact Spectrum

Long Term (consequences: social, economic, environmental etc.)

Medium Term (behaviour, practice, decisions, policies)

Short Term (knowledge, skills, benefits)

Better Bid Writing

Can You Separate Your Outcomes From Your Impacts?

A framework of outcomes for young people

Demonstrating Impact

More bang for their buck

Case Study: Crisis Impact Report

The future will be increasingly about using your knowledge,

skills and experience to to find new and interesting solutions to

the problems faced by your beneficiaries AND YOUR

CUSTOMERS. It will not be about funding your services

Community Fundraising

A Wide Church ….

• Legacies• Membership / Friends Schemes• Lotteries• Non Uniform Day - Give a donation to

attend school / college in your own clothes.• Fancy Dress - Pay to come to work in

fancy dress.

A Wide Church ….

• Guess the Baby competition - photos of the staff / colleagues as babies.

• Fashion Show / Concert / Play / Musical Evening

• Trivia Quiz - Pop / Sport / General Knowledge / etc.

• Car Boot Sale• It's a Knock Out

A Wide Church ….

• Sponsored Silence, Haircut, or Walk

• Five / seven a side football / rugby / hockey / etc.

• Dine at Mine’ evening

• Choir Competition or Carol Singing

• Raffles

• Zip Wire Challenge or abseiling

• Collecting Boxes

How …

Net outlay of £10,000

Lottery in a Box

THE MATH

Number of players

Weekly stake Annual gross

30 £2 £3,120

50 £2 £5,200

60 £2 £6,240

70 £2 £7,280

100 £2 £10,400

Feasibility Assessment

• Would this work for you?

• Would the trustees buy it?

• Does it ‘feel right’ (i.e. fit with your values)

• Could you administer it

• What obstacles would there be?

• Would it be worth the effort to overcome them?

Great North Run

THE MATH

• 10 runners

• Recruited (initially) from friends and family of staff, trustees and clients

• Sponsorship target of £300

• Gross to charity £3,000

How feasible??

Just Giving

8,000,000 people

7,500 charities have raised

£485,000,000

Bagpacks

THE MATH

• 4 half day bag packs per year

• 6 volunteers

• £125 target

• TOTAL = 3,000

How feasible??

Blackbaud: eTapestry

THE MATH

How feasible??

Christmas is coming!

The Coco Ball:

•200 people x £60 = £12,000

•Auction = £10,000

•Raffles and games = £3,000

Total: £25,000

Profit: £20,000

How feasible??

Adventure Challenge

THE MATH

• 10 participants

• Personal deposit of £300

• Individual sponsorship target of £3,000

• Gross £30,000

• Price of holiday £15,000

• Profit for charity £18,000

How feasible??

Getting the message out

“Twitter isn’t the point.

Relationships are the

point. Relationships

are always the point”.

Marc A. Pitman, U.S. Fundraising

Consultant

Twitter

• Branding - Help to establish and grow your organisation's brand and image.Engagement - Get feedback, respond to questions, build trust and ownershipMarketing - Publicise services, products, issues. Customer service - Use Twitter's search feature to discover what people are saying about your organisation. Once you discover a conversation, you can handle any customer complaints or thank people for their feedback.Recruiting - Advertise open positions.

Say ‘Thanks’

Outlay of £22,000

Generating Income and Resources from Business

Teamwork (1)

Pledged £500,000 for local charities, of which £350,000 raised by staff

Teamwork (2)

Santanderpay for staff to volunteer for local charities

Link Corporate to Community

What do you have to sell?