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Capacity Building in Resource Mobilization For telecentre.org Network Partners Training Workshop Richmond Hotel, Bangkok

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 .

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Capacity Building in Resource Mobilization For telecentre.org Network Partners Training Workshop Richmond Hotel, Bangkok

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

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

  3. 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

  4. Action Plan Guidelines (Ex) • See Handout Capacity Building in Resource Mobilization for telecentre.org Network Partners, 15-18 April 2008, Bangkok

  5. 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

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

  7. 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

  8. 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

  9. 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

  10. Tool 1: SWOT Analysis (Ex) Capacity Building in Resource Mobilization for telecentre.org Network Partners, 15-18 April 2008, Bangkok

  11. 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

  12. 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

  13. RM Step 3 Identifying Constituency and Potential Donors Capacity Building in Resource Mobilization for telecentre.org Network Partners, 15-18 April 2008, Bangkok

  14. Tool 3. Stakeholder Review (Ex) • See handout Capacity Building in Resource Mobilization for telecentre.org Network Partners, 15-18 April 2008, Bangkok

  15. Tool 3A. Donor Relationships (Ex) • See Handout Capacity Building in Resource Mobilization for telecentre.org Network Partners, 15-18 April 2008, Bangkok

  16. 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

  17. 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

  18. 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

  19. 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

  20. 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

  21. 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

  22. 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

  23. 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

  24. Tool 5. Reviewing/Selecting Resource Mobilization Strategies Capacity Building in Resource Mobilization for telecentre.org Network Partners, 15-18 April 2008, Bangkok

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

  26. 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

  27. 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

  28. Finally • This will result in your Action Plan, but Capacity Building in Resource Mobilization for telecentre.org Network Partners, 15-18 April 2008, Bangkok

  29. 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

  30. Happy Planning Chetan & Surat Capacity Building in Resource Mobilization for telecentre.org Network Partners, 15-18 April 2008, Bangkok

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