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CONSULTANCY 101

CONSULTANCY 101. JOHN BAGULEY WWW.IFC.TC. A TIME FOR CONSULTANTS. IFC BACKGROUND. STAFF & ASSOCIATES Strategy Capital appeals Major donor fundraising Foundation research Bid writing Direct Marketing New media. FINDING CLIENTS. ENGAGING WITH CLIENTS I.

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CONSULTANCY 101

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  1. CONSULTANCY 101 JOHN BAGULEY WWW.IFC.TC

  2. A TIME FOR CONSULTANTS

  3. IFC BACKGROUND STAFF & ASSOCIATES Strategy Capital appeals Major donor fundraising Foundation research Bid writing Direct Marketing New media

  4. FINDING CLIENTS

  5. ENGAGING WITH CLIENTS I • 1st meeting & discussion of their problem. • Written proposal with 3 options, timescale and fees - monthly in arrears. • 2nd meeting to discuss options and start date. • Contract agreed.

  6. ENGAGING WITH CLIENTS II Key questions: • Size of charity: turnover number of staff. • Programmes. • Present sources of income. • The problem? • How much do they need?

  7. PREPARING CLIENTS The role of consultants: • What consultants cannot do. Preparing Clients. • Agreeing expectations. • Accountables. • Deliverables.

  8. CARRYING OUT THE WORK Codes of Practice • Research. • Advice – fundraising – mentoring – interim-management. • Writing report. • Delivering report. • Agreeing further work.

  9. THE DRIVERS

  10. Consultancy is not price sensitive…John Baguley

  11. CONSULTANCY PROCESS

  12. QUESTIONS John Baguley CEO International Fundraising Consultancy WWW.IFC.TC

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