The course covers all the main aspects of financial management, looking backwards at annual accounts and forwards at planning tools, and how these are linked:
Financial management:
- role of financial management – purpose and responsibilities;
- financial management and the need for sound control systems.
Management reporting:
- management reporting to the Board;
- accountability and reporting to funders and stakeholders.
Statutory Financial Statements:
- principles underlying financial accounting statutory reporting requirements;
- content and format;
- working through a set of annual accounts to explain the terminology, what the figures mean and how the different parts link together;
- how the new SORP will affect annual accounts.
Budgeting:
- purpose;
- setting;
- monitoring and reporting;
- full cost recovery.
Cashflow projections:
- purpose and construction of simple cashflow.
If organisations are to benefit from volunteers’ time, energy and talents, it is important that they invest resources to make sure that their volunteers are well supported and that there is a good match between the volunteer’s expectations and experience.
Organisations change and adapt over time. It is important therefore that volunteering within organisations is reviewed from time to time, so that it matches the needs of the organisation and the expectations of current and future volunteers.
This course will cover the following aspects of managing volunteers:
- identifying the need for volunteers
- defining the tasks for volunteers
- recruiting volunteers to fill these roles
- supporting volunteers within their roles
- reviewing volunteers
- valuing volunteers
Through a mix of short talks and group work, looking at case studies and playing games, you will:
- Identify strengths and areas to work on;
- Have a framework for managing and supervising people;
- Develop skills, techniques and strategies for managing people;
- Obtain support and encouragement;
- Tackle work related problems and issues.
Using group and individual tasks you will learn about:
- being responsible for people and their work: hopes and fears;
- managing people, teams and group;
- managing change;
- identifying challenges and learning goals;
- supervision and appraisal.
Through group and individual exercises this one day course will cover:
- benefits of monitoring and evaluating;
- key stages of measuring impact and value;
- what is impact and what is value?
- the current measurement of your project for funders;
- what data can you collect to demonstrate impact and value to funders?
- top tips for putting together a basic impact and value evaluation report for your funders.
This hands on course will help you understand how self-doubt can manifest itself andimpact your physical being, performance and day-to-day work. You’llshare strategiesthat build resilience and self-confidence to ensureyou have the tools to tackle typical hurdles and challenges. You’ll discover how to betterhandle difficult situations or scenarios, including difficult conversations and day to day conflict.
Twitter, Facebook and blogging don’t have to be a mystery any longer…this course will look at:
- Blogging
- Video & audio
You'll also look at creating a social media strategy - every post, reply, like, and comment should serve a purpose!
Having asocial media strategy will mean you’ll have everything you plan to do, and hope to achieve, at hand! It’ll guide you and let you know whether you're succeeding or failing at your objectives.
Data protection and the GDPR raises many questions for third sector organisations. What is your organisation to do when it receives a Data Subject Access Request? Which of your client-users, customers, staff member or ex-staff member can submit at SAR? What is your organisation supposed to do with marketing? How can it market? To whom can they market? How can it fundraise? What will happen if they fall foul of the legislation?
To answer these questions and many more, you’ll concentrate on:
- a brief overview and reminder of GDPR and DPA 2018
- the Data Subject Rights
- Subject Access Requests
- timescales and (possible) exemptions
- penalties for getting it wrong
- the PECR
- the legal bases for processing
- consent and ‘opt-in’ and ‘opt-out’
The intended outcome and objective of the course is for attendees to leave with a clearer understanding of the principles of data protection and the GDPR and provide sufficient knowledge to better navigate the path toward compliance via the completion and use of both the personal data audit and the ability to develop and produce their own data protection policy document.
Following a day of group work and individual tasks you will be able to:
- identifying the elements of an effective report;
- plan a report;
- develop the structure;
- decide on the content;
- identify the audience and use appropriate language;
- understand appendices and references;
- overcome ‘writer’s block'
Who are you approaching for support and why? If your application doesn’t fit don’t force it into a funder’s guidelines – you will explore how to make the best match between the work you want to fund and the most appropriate funder.
How many funders is one too many? With over two decades of fundraising experience Pam knows why you should pursue different sources of support and how to avoid seeking funding every three years…and she’ll let you in on it!
It’s OK to have your application stand out from the crowd - sing your own praises when writing proposals, which include organisational case statements that can be modified to suit different funding applications. It’s a skill and Pam will show you how!
It’s important to make the most of what you’ve got – you will look at how to engage your management committee, volunteers and other staff in supporting your efforts and making your fundraising more effective!
What comes first, the funder or match funding? Partnerships and joint applications are key to third sector fundraising, so you will examine how to make them work in your favour.
You know funding is not a quick progress, it takes time, effort and a lot of leg work especially when it comes to research – Pam will take you through the role of research and how important it is in successful funding applications… it is beyond looking in the directories.
Taking care of donors after the cheque is in the bank plays as important a part of funding as the application does, it is more than just a thank you! You will explore the complexities of stewardship and the art of cultivation.