respect the role; respect the person raising money in the bush westlink seminar 25 june, 2003
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RESPECT THE ROLE; RESPECT THE PERSON Resourcing Community Groups in Regional WA Barry Healy Not-For-Profit Development Unit WACOSSTRANSCRIPT
RESPECT THE ROLE; RESPECT
THE PERSON
Raising Money in the Bush
Westlink Seminar 25 June, 2003
RESPECT THE ROLE; RESPECT
THE PERSON
Telephone number for questions
1800 678 208To avoid feedback please turn TV volume down when
speaking on the telephone
WESTLINKYOUR TALKBACK TELEVISION
NETWORK
RESPECT THE ROLE; RESPECT
THE PERSON
Resourcing Community Groups in Regional WA
Barry Healy
Not-For-Profit Development Unit
WACOSS
RESPECT THE ROLE; RESPECT
THE PERSON
Resourcing
• You need to step back and assess the resources you already have
• Then think about what things you need
• Then think about how to go and get them
Resourcing community groups is like planning a dinner
RESPECT THE ROLE; RESPECT
THE PERSON
Typical Project PlanName of project: Annual Sports Carnival
Individual Activity Human resources or skills needed
Physical resources needed
Finances/administration
Accounting, book keeping Computer, software, office
Gathering funds Grant writing skills Stationary
Sports carnival Volunteers, management
RESPECT THE ROLE; RESPECT
THE PERSON
Typical Capacity Audit
People/skillsOrganisational abilityAccountancyMarketing
Office space Space in Lotteries House
Funds in bank $4,000
EquipmentComputerPrinter
RESPECT THE ROLE; RESPECT
THE PERSON
Resourcing Options
Possible sources:• Grants (council, state, federal government)• Philanthropic grants• Sponsorship / donations• Merchandising, entrance fees• Fund-raising events • Sharing resources
RESPECT THE ROLE; RESPECT
THE PERSON
Resourcing Options (cont)
Sponsorship / donations:• Demonstrate how you can benefit them
Prominent acknowledgement (logo)
Signs or banners at venues Free tickets Marketing rights
RESPECT THE ROLE; RESPECT
THE PERSON
Resourcing Options (cont)
• Sharing resources Community Chest Can you borrow resources
RESPECT THE ROLE; RESPECT
THE PERSON
Continuous Improvement
• After the project assess: Was your resource plan accurate? How was your timing? Did you gather resources quickly enough? How successful were your sponsorship approaches? How can you attract more sponsors or maintain existing ones?
RESPECT THE ROLE; RESPECT
THE PERSON
Sponsorship Management and Reporting
Samantha Noall – ManagerHealthway Sponsorship Advisory
Service
RESPECT THE ROLE; RESPECT
THE PERSON
• Planning essential.
• Sponsorship Implementation plan.
• Sponsor plan – detail how to service each sponsor.
• Ensure you deliver all benefits.
Sponsorship, Management and
Reporting
RESPECT THE ROLE; RESPECT
THE PERSON
Sponsorship plans must…
• Set sales targets• Define corporate and brand objectives.• Identify promotional extensions.• Accurately predict below line costs • Detail person hours and costs.• Detail review and evaluation methods• Contain a detailed timeline
RESPECT THE ROLE; RESPECT
THE PERSON
• Introduction – include aims and objectives.• Situational analysis–event history, sponsors.• Objectives • Target audience.• Action List• Budget and human resources.• Evaluation.• Accurate budgeting.
A Guide to Writing a Plan
RESPECT THE ROLE; RESPECT
THE PERSON
• Sponsor servicing.
• Adopt a “can do” attitude.
• What does the sponsor expect?
• Don’t oversell benefits.
• Try and over deliver benefits.
Managing Your Sponsor
RESPECT THE ROLE; RESPECT
THE PERSON
• To deliver all benefits offered.• Be genuinely committed to the sponsorship.• Service the sponsor to the best of your ability• Protect your sponsors rights• Promote your sponsors wherever possible• Always acknowledge your sponsors• Introduce new ideas.
Your Obligations to Your Sponsor
RESPECT THE ROLE; RESPECT
THE PERSON
• Control your members• Advise the sponsors in advance of any
potential unpleasant publicity.
Your Obligations to Your Sponsor (cont)
RESPECT THE ROLE; RESPECT
THE PERSON
• To provide payment or contra as agreed.
• Be genuinely committed to the sponsorship.
• To look after your interests where possible.
• To commit below line funds
Your Sponsor’s Obligations to You
RESPECT THE ROLE; RESPECT
THE PERSON
• Clearly define what the sponsor wants.
• Nominate one person.
• Seek feedback.
• Involve your sponsor and their staff.
• Sponsors rule – OK!
• You want your sponsors to feel part of your organisation and an important part of your team.
Sponsorship Management Tips
RESPECT THE ROLE; RESPECT
THE PERSON
• Coming together is the beginning,
• Staying together is progress,
• Working TOGETHER is SUCCESS!
Remember…
RESPECT THE ROLE; RESPECT
THE PERSON
• If you are sourcing sponsorship you must have a sponsorship policy.A) Set the rules for entering into sponsorships. B) Uniform approach C) Accountability and responsibility D) Must apply to all departments.
Developing a Sponsorship Policy
RESPECT THE ROLE; RESPECT
THE PERSON
• You should have a sponsorship agreement for all sponsorships.
• Sets out all benefits offered.
• Must be signed by both parties.
Sponsorship Agreement
RESPECT THE ROLE; RESPECT
THE PERSON
• You must provide your sponsors with a report.• Must include:
participation rates spectator numbers media exposure, feedback forms newsletters and any promotional tools market research results objectives and results gained.
Evaluation Reports
RESPECT THE ROLE; RESPECT
THE PERSON
• Must include Brief introduction Thanks Sponsorship package Objectives and benefits Appendix – including attachments Future direction
Sponsor Reports
RESPECT THE ROLE; RESPECT
THE PERSON
• Throughout the sponsorship did you review and continue to ensure the sponsors were receiving value?
• Are you delivering and matching the expectations of the sponsor?
• Are you a valued business partner?
Ask yourself these important questions
RESPECT THE ROLE; RESPECT
THE PERSON
• Government (Local, State, Federal)
• Charitable trusts and foundations Australian Directory of Philanthropy
www.philanthropy.org.au• Corporate Foundations
eg: AMP, Sony, Westfield
Types of Grants
RESPECT THE ROLE; RESPECT
THE PERSON
Organisations that are successful in attracting grants usually…
• Prepare a yearly calendar of closing dates for all funding sources
• Request application forms well before the closing date
• Prepare the application well in advance
Attracting grants
RESPECT THE ROLE; RESPECT
THE PERSON
• Pay careful attention to the details required and presentation quality
• Clearly outline the goals and objectives of the project
• Describe why the project is needed and support this with facts and figures
• Detail the methods used to conduct the project
Attracting grants (cont)
RESPECT THE ROLE; RESPECT
THE PERSON
• Indicate the expected outcomes of the project
• Consult advisory officers in relevant trusts and departments where appropriate
• Submit applications before the closing date
Attracting grants (cont)
RESPECT THE ROLE; RESPECT
THE PERSON
• Dept of Sport and Recreation- Community Sport and Recreation Facilities Fund- Country Package
• Healthway - www.healthway.wa.gov.au- Over $5,000 and Under $5,000
• Australian Sports Foundation- www.asf.org.au
Grants Available
RESPECT THE ROLE; RESPECT
THE PERSON
• www.ourcommunity.com.au- Easy Grants Newsletter (monthly summary
of grants)- Raising Funds Newsletter (monthly update
on fundraising ideas)- Membership ($85 / yr)
Where to more grants
RESPECT THE ROLE; RESPECT
THE PERSON
• www.grantsearch.com
• www.communitywise.wa.gov.au/assistance/grdirectory.pdf(NB: Grants Referral Directory is 118 pages long).
Where to more grants
RESPECT THE ROLE; RESPECT
THE PERSON
• Seeking and Servicing a Sponsor (Free)- Department of Sport and Recreation (www.dsr.wa.
gov.au)
• Sponsorship Fundraising and Grants ($5)- Australian Sports Commission (www.ausport
.com.au)
Resources
RESPECT THE ROLE; RESPECT
THE PERSON
• How to Find Money Fast ($30)- www.ourcommunity.com.au
• How to Win a Philanthropic Grant ($30)- www.ourcommunity.com.au
Resources
RESPECT THE ROLE; RESPECT
THE PERSON
Telephone number for questions
1800 678 208To avoid feedback please turn TV volume down when
speaking on the telephone
WESTLINKYOUR TALKBACK TELEVISION
NETWORK
RESPECT THE ROLE; RESPECT
THE PERSON
For More Information
Department of Sport and Recreation Regional Office
www.dsr.wa.gov.au