An Introduction to Skylark

1. An Introduction to Skylark Presentation to: << insert client name>> << date>>

2. What is Skylark? • Skylark is an informal network of business people who help growing charities. • We offer our professional expertise on a “pro bono” basis to enable charities to achieve their objectives. • We provide both expert advice and small amounts of money to enable clients to do what might otherwise be unachievable. • Our Aims & Philosophy • Skylark aims to support growing charities , in particular those which are experiencing challenges in doing so, maybe in terms of direction, size or internal management • We try to facilitate and empower the people we work with, trying to “make a difference” by enabling them to achieve something that would not otherwise be possible. • Our philosophy can be summarised by the slogan “teach a man to fish and you feed him for a lifetime” So you could say we’re aiming to be fishing coaches. • Our work is always project based. Typically our projects take from a few months to a year in duration.

3. Our Background • Skylark was born out of a wish to “put something back” by three people in 1997 – Fiona Cooper, Tim Ewbank & Graham Whitney, who bring a diverse range of skills & experience accumulated through over fifty years of corporate working life. • The common thread of our experience is management consulting. • Fiona’s professional background is in business development in communications and investment banking. Previously she was a Managing Director of Deutsche Bank. • Tim’s experience is in management of information technology and infrastructure. Previously Tim was IT Director of Amgen • Graham’s principal expertise is strategic corporate development and business development. He was a Partner with PriceWaterhouseCoopers now IBM. • Equally important, are the people we know, who help in specific projects. We draw on a wide network of professionals able and willing to share their skills and time. They cover such areas as business planning, organisational development, marketing, market research, change and project management and IT planning

4. Characteristics of Young Charities • Many charities start life through the enthusiasm, energy, dedication and entrepreneurial skills of a single individual. • The early part of this “First Stage “ is characterised by: • High growth and rapid progress • A simple , clear and well understood strategy of “establishing the charity” • Decision making and organisational structures being essentially “hub and spoke” with the founder at the centre of the hub • A dedicated team driven by personal motivation to support the cause and the founder • Finances, both fund raising and expenditure being tightly controlled by the founder

5. The Challenges of moving from Stage 1 to Stage 2 Stage 2 Clear Strategy & Structure Effective management process Sustainable Organisation Controlled Growth Transition Stage 1 Driven by Founder High growth Clear Strategy Loss of focus Roles & Responsibilities unclear Performance Issues Morale issues

6. We focus on helping charities move to the “Second Stage” • However, once established , which may take anything up to say 5 to 10 years issues start to develop • A range of opportunities arise or the growth of the charity reduces and the choices as to which direction to pursue become more difficult. The strategy becomes less clear in the eyes of the staff and donors and the charities beneficiaries • The “hub and spoke” model starts to become a constraint as the founder is unable to delegate effectively and managers become frustrated as to what decision making power they have • The roles of the Board of trustees, the CEO and the management Team become increasingly confused and require clarification and re assertion • Fund raising becomes more challenging • The “cause” becomes insufficient to keep staff motivated as they seek the more traditional motivations of work, recognition, reward, clarity, empowerment, development and training • The founder wants to ensure he or she is able to leave a legacy of a thriving organisation when the time comes to move on. • There is an increasing need for efficiency and cost management in order to avoid bureaucracy and to maximize the funds supporting beneficiaries directly. • Information, both financial and operational, previously kept by the founder now needs to be collected, analysed and acted upon in the right way by many different parties • Reporting to the Board of trustees becomes increasingly important

7. We help charities address issues such as these • New opportunities have arisen and decisions about direction and focus become more difficult • Growth slows and fresh momentum is sought to re-vitalise the charity • New skillsets are needed to take the charity to the next stage • Growth has outstripped management processes, such as governance, financial management, information systems and reporting • Significant capital investment is required, which means turning to new sources of funding, as well as sound business planning • The management structure, perhaps centred on the founder, becomes inappropriate, and a new structure is needed to take the organisation forward • External factors have changed the charity's environment, offering new opportunities and threats. From our experience, many of these issues emerge as charities progress from Stage1 to Stage 2 …..

8. We assist in three main areas Leadership & Governance Individual Leadership Coaching Leadership Styles Assessment Governance between Trustees & Management Organisational Development Strategy & Vision Development Organisational Structure design Business Planning & Monitoring Outcomes Marketing & Communications Researching & Supporting new Projects, Services & Expansions Information Technology Strategy & Planning, and Software Selection Implementation Project management support and training Change Management

9. Our Experience • Vital Regeneration • We assisted Vital Regen staff plan the organization’s separation from its parent organization and establishment as an independent charity. Specifically, we are working with the Trustees to crystallise their vision for the organization. We are helping establish standard processes across their two main sites for the administration of training courses. We are assisting them in selecting & implementing suitable application software to support their training programs, marketing and grant bid process. In addition, we provide ongoing mentoring to the newly created Director and have facilitated a Visioning Workshop for the Trustees . • Changing Faces • We conducting a major organisational review and established a Programme of Work to significantly improve the organisational effectiveness of Changing Faces. The work covered changes in Strategy, Organisational Structure, Governance between the trustees and the Charity, Values, Management Processes and Leadership Styles. The team based approach allowed individual staff to improve their competencies and confidence across a range of management areas in a protected environment and significantly improved the morale and effectiveness of the overall organisation.

10. Our Experience • The Charles Hayward Foundation • The Foundation was seeking to measure the impact of their grant awards. Skylark assisted them to identify criteria, and develop and pilot a process for the evaluation which has been adopted by the Foundation as “best practice” • Robert Owen Communities • We assisted ROC to develop a process for strategic and operational planning, including plan preparation, progress monitoring and performance measurement. The new approach has been implemented, and we ran several workshops with ROC to help roll it out across the organisation. • Youth at Risk • We assisted YaR redesign their management reporting process to better reflect the organisation’s strategic aims and needs of the Trustees. We worked with YaR to review the content and format of their present reports, and prototyped a completely different style of reporting. This gained strong Management and Trustee support, and was welcomed by operational teams. To assist implementation, the resulting reports were created in software for the regional teams, with appropriate training. The Charles Hayward Foundation

11. Our Experience • Burned Childrens’ Club • We compiled a handbook on the better running of burns camps. Also, we assisted the administrator to computerise the club’s record keeping. We set up the first ever patient focused conference, based on innovative market research, for burns survivors with about 200 attendees & published the papers • Burns Survivors Association • We helped establish The Burn Survivors Association as a registered charity. We commissioned research into burns care & assisted with the development of the BSA’s infrastructure and public relations. In Oct 2003 we helped organise their first conference. • Changing Faces • We helped Changing Faces develop its strategy for increasing its Public Giving, undertook independent market research on a new investment idea and provided coaching and consultancy on its organisational structure and planning of a major office move.

12. What our clients say about us “Their volunteers are professionals withmany different areas of expertise, including public relations, legal, marketing, etc. They bring to any project the experience of not just knowing what needs to done, but also how to get it done”  Terry Everitt, Founder & Chairman of BSA "Graham and Fiona were a great help to us, clearly explaining new ideas and were patiently supporting while we caught up. They were definitely prepared to go the extra mile and the project will have lasting value." David Brown,  Administrator, The Charles Hayward Foundation “”The Skylark team has given a unique mix of skills and insights delivered with sensitivity, enthusiasm but lots of reality too, helping us to evaluate big exciting ideas but also to deliver on the harder, less exciting ones.” James Partridge, Chief Executive, Changing Faces “The flexibility, support & generosity of the Skylark team has made a real & significant difference to our infrastructure, reporting & ability to provide quality information” Neil Wragg, Chief Executive, Youth at Risk “Many thanks for the extremely important and useful days spent with ROC. Your hard work was clearly remembered and it is very clear that people enjoyed the whole learning experience..… believe that ROC will be grateful to Skylark for years to come." David Wilson, Chief Executive, Robert Owen Communities

13. Contacts Fiona Cooper 07801 940102 fiona.h.cooper@btinternet.com Tim Ewbank 07980 981360 tim.ewbank@btinternet.com Graham Whitney 07802 232960 graham.whitney@uk.ibm.com