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 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 WACOSS

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Page 1: RESPECT THE ROLE; RESPECT THE PERSON Raising Money in the Bush Westlink Seminar 25 June, 2003

RESPECT THE ROLE; RESPECT

THE PERSON

Raising Money in the Bush

Westlink Seminar 25 June, 2003

Page 2: 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

Page 3: RESPECT THE ROLE; RESPECT THE PERSON Raising Money in the Bush Westlink Seminar 25 June, 2003

RESPECT THE ROLE; RESPECT

THE PERSON

Resourcing Community Groups in Regional WA

Barry Healy

Not-For-Profit Development Unit

WACOSS

Page 4: RESPECT THE ROLE; RESPECT THE PERSON Raising Money in the Bush Westlink Seminar 25 June, 2003

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

Page 5: RESPECT THE ROLE; RESPECT THE PERSON Raising Money in the Bush Westlink Seminar 25 June, 2003

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

Page 6: RESPECT THE ROLE; RESPECT THE PERSON Raising Money in the Bush Westlink Seminar 25 June, 2003

RESPECT THE ROLE; RESPECT

THE PERSON

Typical Capacity Audit

People/skillsOrganisational abilityAccountancyMarketing

Office space Space in Lotteries House

Funds in bank $4,000

EquipmentComputerPrinter

Page 7: RESPECT THE ROLE; RESPECT THE PERSON Raising Money in the Bush Westlink Seminar 25 June, 2003

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

Page 8: RESPECT THE ROLE; RESPECT THE PERSON Raising Money in the Bush Westlink Seminar 25 June, 2003

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

Page 9: RESPECT THE ROLE; RESPECT THE PERSON Raising Money in the Bush Westlink Seminar 25 June, 2003

RESPECT THE ROLE; RESPECT

THE PERSON

Resourcing Options (cont)

• Sharing resources Community Chest Can you borrow resources

Page 10: RESPECT THE ROLE; RESPECT THE PERSON Raising Money in the Bush Westlink Seminar 25 June, 2003

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?

Page 11: RESPECT THE ROLE; RESPECT THE PERSON Raising Money in the Bush Westlink Seminar 25 June, 2003

RESPECT THE ROLE; RESPECT

THE PERSON

Sponsorship Management and Reporting

Samantha Noall – ManagerHealthway Sponsorship Advisory

Service

Page 12: RESPECT THE ROLE; RESPECT THE PERSON Raising Money in the Bush Westlink Seminar 25 June, 2003

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

Page 13: RESPECT THE ROLE; RESPECT THE PERSON Raising Money in the Bush Westlink Seminar 25 June, 2003

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

Page 14: RESPECT THE ROLE; RESPECT THE PERSON Raising Money in the Bush Westlink Seminar 25 June, 2003

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

Page 15: RESPECT THE ROLE; RESPECT THE PERSON Raising Money in the Bush Westlink Seminar 25 June, 2003

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

Page 16: RESPECT THE ROLE; RESPECT THE PERSON Raising Money in the Bush Westlink Seminar 25 June, 2003

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

Page 17: RESPECT THE ROLE; RESPECT THE PERSON Raising Money in the Bush Westlink Seminar 25 June, 2003

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• Control your members• Advise the sponsors in advance of any

potential unpleasant publicity.

Your Obligations to Your Sponsor (cont)

Page 18: RESPECT THE ROLE; RESPECT THE PERSON Raising Money in the Bush Westlink Seminar 25 June, 2003

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

Page 19: RESPECT THE ROLE; RESPECT THE PERSON Raising Money in the Bush Westlink Seminar 25 June, 2003

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

Page 20: RESPECT THE ROLE; RESPECT THE PERSON Raising Money in the Bush Westlink Seminar 25 June, 2003

RESPECT THE ROLE; RESPECT

THE PERSON

• Coming together is the beginning,

• Staying together is progress,

• Working TOGETHER is SUCCESS!

Remember…

Page 21: RESPECT THE ROLE; RESPECT THE PERSON Raising Money in the Bush Westlink Seminar 25 June, 2003

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

Page 22: RESPECT THE ROLE; RESPECT THE PERSON Raising Money in the Bush Westlink Seminar 25 June, 2003

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THE PERSON

• You should have a sponsorship agreement for all sponsorships.

• Sets out all benefits offered.

• Must be signed by both parties.

Sponsorship Agreement

Page 23: RESPECT THE ROLE; RESPECT THE PERSON Raising Money in the Bush Westlink Seminar 25 June, 2003

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• 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

Page 24: RESPECT THE ROLE; RESPECT THE PERSON Raising Money in the Bush Westlink Seminar 25 June, 2003

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• Must include Brief introduction Thanks Sponsorship package Objectives and benefits Appendix – including attachments Future direction

Sponsor Reports

Page 25: RESPECT THE ROLE; RESPECT THE PERSON Raising Money in the Bush Westlink Seminar 25 June, 2003

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• 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

Page 26: RESPECT THE ROLE; RESPECT THE PERSON Raising Money in the Bush Westlink Seminar 25 June, 2003

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• 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

Page 27: RESPECT THE ROLE; RESPECT THE PERSON Raising Money in the Bush Westlink Seminar 25 June, 2003

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

Page 28: RESPECT THE ROLE; RESPECT THE PERSON Raising Money in the Bush Westlink Seminar 25 June, 2003

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)

Page 29: RESPECT THE ROLE; RESPECT THE PERSON Raising Money in the Bush Westlink Seminar 25 June, 2003

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• 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)

Page 30: RESPECT THE ROLE; RESPECT THE PERSON Raising Money in the Bush Westlink Seminar 25 June, 2003

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• 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

Page 31: RESPECT THE ROLE; RESPECT THE PERSON Raising Money in the Bush Westlink Seminar 25 June, 2003

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• 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

Page 33: RESPECT THE ROLE; RESPECT THE PERSON Raising Money in the Bush Westlink Seminar 25 June, 2003

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• 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

Page 34: RESPECT THE ROLE; RESPECT THE PERSON Raising Money in the Bush Westlink Seminar 25 June, 2003

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• How to Find Money Fast ($30)- www.ourcommunity.com.au

• How to Win a Philanthropic Grant ($30)- www.ourcommunity.com.au

Resources

Page 35: 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