Capacity Building in Resource Mobilization
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Capacity Building in Resource Mobilization For telecentre.org Network Partners Training Workshop Richmond Hotel, Bangkok, Thailand April 15-18, 2008 PowerPoint PPT Presentation


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Capacity Building in Resource Mobilization

For telecentre.org Network Partners

Training Workshop

Richmond Hotel, Bangkok, Thailand

April 15-18, 2008


Planning Steps

Capacity Building in Resource Mobilization for telecentre.org Network Partners, 15-18 April 2008, Bangkok


Resource Mobilisation

  • Understanding, defining and communicating all the dimensions of our need.

  • Inform, motivate and facilitate giving.

  • Engaging and involving our donors as stakeholders and investors.

  • Donor foundations based on shared values.

Capacity Building in Resource Mobilization for telecentre.org Network Partners, 15-18 April 2008, Bangkok


Action Plan Guidelines (Ex)

  • See Handout

Capacity Building in Resource Mobilization for telecentre.org Network Partners, 15-18 April 2008, Bangkok


Core RM Functions

Members:President/ Executive Director

Resource Mobilization Director/Staff

Resource Mobilization Committee

Functions:1. Plan for RM

2. Manage RM process

3. Review giving history

4. Reflect ideas and vision of board members, Executive Director, and others in administrative roles

5. Assist with major gift solicitation

6. Lead staff and volunteers

7. Serve as contacts

8. Suggest prospects

9. Develop strategies

Capacity Building in Resource Mobilization for telecentre.org Network Partners, 15-18 April 2008, Bangkok


The fundraising cycle

Capacity Building in Resource Mobilization for telecentre.org Network Partners, 15-18 April 2008, Bangkok


First Things First

  • Organizational readiness: acceptance of the need to raise resources

    • RM essentials (systems, indicators, codes, database)

  • Organization’s commitment to fund raising

    • RM priorities

    • RM policies

    • Resource allocation

Capacity Building in Resource Mobilization for telecentre.org Network Partners, 15-18 April 2008, Bangkok


Resource Mobilization Planning Steps

  • Review Organizational Strategic Plan and Current RM Work

  • Determine Resource/Funding Needs

  • Identify Constituency and Potential Donors

  • Matching Potential Donors to Organizational Needs

  • Reviewing/Selecting RM Methods

  • RM Campaign Planning

Capacity Building in Resource Mobilization for telecentre.org Network Partners, 15-18 April 2008, Bangkok


SWOT

Analysis

RM Needs

List

Potential

Donors

Comm

Plan

RM

Strategies

RM Action

Plan

Matching

The RM Planning Process

Assessment of RM Capacity

Determine

Funds &

Gaps

Identify and assess

Donors

Formulate

Key Messages,

Develop Skills

Matching Donors to Org Needs

Determine fund raising strategies to meet target needs

The RM Action Plan

Capacity Building in Resource Mobilization for telecentre.org Network Partners, 15-18 April 2008, Bangkok


Tool 1: SWOT Analysis (Ex)

Capacity Building in Resource Mobilization for telecentre.org Network Partners, 15-18 April 2008, Bangkok


Tool 2. Analyse your needs (Ex)

See handout

This exercise helps you analyse your KEY needs and plan for where and how to fulfil these.

  • Program Needs

  • Capital Needs

  • Others

Capacity Building in Resource Mobilization for telecentre.org Network Partners, 15-18 April 2008, Bangkok


Tool 2: RM Needs List

PROGRAM COSTS

PROJECTED BUDGET

COMMENTS

2007

2008

2009

2010

Program Requirements

Committed Funds

GAP

Capacity Building in Resource Mobilization for telecentre.org Network Partners, 15-18 April 2008, Bangkok


RM Step 3

Identifying Constituency and Potential Donors

Capacity Building in Resource Mobilization for telecentre.org Network Partners, 15-18 April 2008, Bangkok


Tool 3. Stakeholder Review (Ex)

  • See handout

Capacity Building in Resource Mobilization for telecentre.org Network Partners, 15-18 April 2008, Bangkok


Tool 3A. Donor Relationships (Ex)

  • See Handout

Capacity Building in Resource Mobilization for telecentre.org Network Partners, 15-18 April 2008, Bangkok


Tool 4. Analyse your existing sources of income and set targets

  • See Handout

Capacity Building in Resource Mobilization for telecentre.org Network Partners, 15-18 April 2008, Bangkok


Individual Giving

  • Least developed

  • Large potential market

  • Source of unrestricted funds

  • Increases awareness

  • Increases political legitimacy, transparency, and accountability

Capacity Building in Resource Mobilization for telecentre.org Network Partners, 15-18 April 2008, Bangkok


Working partnership between a grant agency and the organization

Substantial amount of resources to see the program/project through

Tendency to be fully dependent on one funding source

Inclined to being donor-driven vs. mission-driven

GrantsAdvantages Disadvantages

Capacity Building in Resource Mobilization for telecentre.org Network Partners, 15-18 April 2008, Bangkok


Generates awareness

Good for acquiring new donors

Enhances teamwork

Cost-, time-, and labor-intensive

Presence of factors beyond control (e.g. weather, political rallies)

Special Events Advantages Disadvantages

Capacity Building in Resource Mobilization for telecentre.org Network Partners, 15-18 April 2008, Bangkok


Targeted

Measurable

Room for testing

Room for advocacy

Costly

Modest returns

Direct MailAdvantages Disadvantages

Capacity Building in Resource Mobilization for telecentre.org Network Partners, 15-18 April 2008, Bangkok


Corporate Partnerships

Advantages Disadvantages

  • Good publicity for the company

  • At minimal or zero expense for the non-profit

  • Able to reach an alternative audience

  • Difficult to sell the idea to the company

  • Small returns

  • Risk of being associated with the company

Capacity Building in Resource Mobilization for telecentre.org Network Partners, 15-18 April 2008, Bangkok


Results in substantial donation/s

For the long term

Can be unrestricted

Highly-involved and personalized partnership

Efficient

Takes time to mature

Major Gifts

Advantages Disadvantages

Capacity Building in Resource Mobilization for telecentre.org Network Partners, 15-18 April 2008, Bangkok


Sustainable income if products are of good quality

“Business” expertise is not core competence of NGOs

May pose ethical dilemmas to the organization

Earned Income Advantages Disadvantages

Capacity Building in Resource Mobilization for telecentre.org Network Partners, 15-18 April 2008, Bangkok


Tool 5. Reviewing/Selecting Resource Mobilization Strategies

Capacity Building in Resource Mobilization for telecentre.org Network Partners, 15-18 April 2008, Bangkok


Strategic Choices

Capacity Building in Resource Mobilization for telecentre.org Network Partners, 15-18 April 2008, Bangkok


Important Factors

Objectives

Target Audience

Strategies / Methods

Tool 6: Priority RM Strategies List

Capacity Building in Resource Mobilization for telecentre.org Network Partners, 15-18 April 2008, Bangkok


Fund

Source /

Amount

RM

Strategy

Activity /

Task

Resources

Needed

Key

Personnel

Timeline

Tool 7: RM Action Plan

Capacity Building in Resource Mobilization for telecentre.org Network Partners, 15-18 April 2008, Bangkok


Finally

  • This will result in your Action Plan, but

Capacity Building in Resource Mobilization for telecentre.org Network Partners, 15-18 April 2008, Bangkok


Success will depend upon

  • Your organization’s mission

  • Your reputation and track record

  • Quality of your leadership

  • How well known you are

  • Your commitment & involvement

  • Timing

Capacity Building in Resource Mobilization for telecentre.org Network Partners, 15-18 April 2008, Bangkok


Happy Planning

Chetan & Surat

Capacity Building in Resource Mobilization for telecentre.org Network Partners, 15-18 April 2008, Bangkok


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