1. Logo slide
Use on screen during the presentation walk-in and pre-amble. This slide is also used at the end of the presentation as a back-drop

2. Richard Bellamy
Head of Heritage Lottery
Fund - Wales

3. Firm Foundations
( or Fit for Funding ) 3 3 3

4. Understanding the wider context
Who is your audience for your end use?
Who are your competitors?
What does your market research tell you about need?
Is there a problem in the market that needs to be addressed?
What are your options to address the problem, or realise the opportunity?

5. Understanding your [heritage] asset
Do you fully understand the significance of your asset(s)?
What are the potential constraints?
Conservation or preservation? Understanding the difference.

6. Understanding your organisation
What is your five-year strategic goal?
What are your core objectives?
What are your organisational values?
What does success look like for your organisation?

7. Understanding Your Organisation
What is the potential impact of the project on your organisation and people?
How much change can your organisation tolerate?
Is your Governance arrangements fit for purpose?
Who are your key stakeholders?
What resources do you have to develop a project, and then manage its delivery?
What are your income projections? Are these realistic? How often are they reviewed?

8. Health check Your legal status (Charity/CIC etc.)
Governance & decision-making / delegated authority / set up ‘project steering group’
Financial systems
Polices and processes
Procurement processes
VAT status and implications

9. Health Check Any existing debts/mortgage?
Cash flow /loan availability? Have you anything in the bank to kick things off?
Ownership or lease of property or acquisition?

10. An introduction to risk

11. An introduction to risk
What do we mean by risk?
Honesty
Capturing
Mitigating
Lesson learnt:
Critical friends
Lessons learnt from other projects
What are the organisational/strategic risks that you need to be aware of and who is responsible for these?

12. Project Foundations
Define the project objectives
What are your options?
How do you decide on the preferred option?
Who are the project stakeholders?
Who are the beneficiaries?
What will success look like
What would happen if your project did not go ahead?

13. Project Foundations
What will happen to your organisation if you go ahead? Or not?
Is the project viable?
Does it offer value for money?
What resources will you need?
What are the risks and how do you plan to mitigate these?
Is it really deliverable?
Do you understand the ongoing maintenance/management costs?
Is it sustainable? Reviewing your income forecasts.

14. A funders perspective Do you understand what your funders want?
Strategic fit
Outcomes
Value for money
Compliance
Monitoring and evaluation
Contract management
Etc. etc.
How to make sure you get it right – embedding bid writing into your project.

15. £300 million per year until 2018
Future funding
£300 million per year until 2018

16. Trends in HLF funding Rise in applications to Heritage Grants
and Our Heritage
Rejection rates
increasing
Increasing interest in Resilience Funding 16 16 16

17. Grant Programmes Sharing Heritage – grants £3000 - £10,000
Our Heritage – grants
£10,000 - £100,000
Heritage Grants open
programme – grants
£100,000 upwards

18. Outcomes As a result of our investment ... Heritage will be …
better interpreted and explained
better managed
identified/recorded
in better condition
People will have …
changed their attitudes and/or behaviour
developed skills
had an enjoyable experience
learnt about heritage
volunteered time
Communities…
environmental impacts will be reduced
more people and a wider range of people will have engaged with heritage
your local area / community will be a better place to live, work or visit
your local economy will be boosted
your organisation will be more resilient.
So here’s a reminder of the ‘outcomes’
To help applicants, we have created a menu of 14 outcomes under the headings of heritage, people and communities.
A project does not have to deliver against all of our outcomes! Some projects may deliver a small amount of outcomes, others may deliver more.
Lots of funders talk about outcomes and outputs. An output is essentially something you do or create; an outcome is the difference you make. So, an output may be a new interpretation board, the outcome is that people can now learn about heritage. 18

19. Proportionate approach
Sharing Heritage – one outcome for people
Our Heritage – one for heritage and one for people
Heritage Grants under £2m - one each for heritage people and communities
Heritage Grants over £2m – a wide range of outcomes achieved (at least two for heritage, people, communities)

20. How we assess applications
What is the heritage focus?
Impact of original HLF grant?
Need/opportunity?
Why now and why Lottery?
Will the outcomes be achieved?
Value for money
Well planned?
Financially realistic?
Sustainable changes?