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 IFC WORD OF MOUTH Magazine adverts DIRECT MAIL EMAIL Website. ‘First Friday Fundraisers’ WikiFund.com

5. ENGAGING WITH CLIENTS I 1 st meeting & discussion of their problem. Written proposal with 3 options, timescale and fees - monthly in arrears. 2 nd 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 EXPERIENCE UNDERSTANDING & AGREEMENT CLIENT’S INCOME

10. Consultancy is not price sensitive… John Baguley

11. CONSULTANCY PROCESS IFC Staff Marketing Engaging Working Invoicing

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