1. napierstudents.com Introduction to your financial plan

2. Short term actions required to get the Club on the right path to achieving its long term vision

3. Learning Outcomes Students to improve understanding of club finances Clubs to understand the importance of a SWOT Analysis Students to be able to link club finances to club development plan Students are prepared for summer budget planning and setting of membership fees

4. Let’s look at club membership fee in more detail….

5. Task 1 Group Work What was your total membership income? (membership fee X member numbers) Discuss any further income generated by clubs? (Sponsorship / Fundraising and additional membership fees)

6. Comparison Between Clubs Club Income Sport Mship No. NSA Mship Price Official Mship Additional MshipSponsor/fundraising/trips Total Income American Football59 £ 70.00 £ 4,130.00 Not recorded £ 1,017.95 £ 5,147.95 Football (Men) (4 teams)77 £ 80.00 £ 6,160.00 £ 610.00 £ 180.00 £ 6,950.00 Snowsports142 £ 40.00 £ 5,680.00 not recorded £ 5,680.00 Surf39 £ 40.00 £ 1,560.00 £ 180.00 £ 2,000.00 £ 3,740.00 Do you notice any differences?

7. Let’s look at club membership fee in more detail….

8. What will your club membership fees be used for? General Areas Transport Affiliations to National Governing Bodies Competition fees Officials / Umpire / Referee Fees Equipment* Playing and Leisure Wear Storage Medics Fines Kit Maintenance Socials and Fundraisers Additional competition Fees (e.g. Scottish Student Sport) * Some clubs equipment costs are high

9. Transport StartAway Venue Round Trip MileageApprox Fuel Costs Mini Bus Costs EdinburghGlasgow90£25£65 EdinburghStirling70£20£65 EdinburghDundee120£35£65 Average Mini Bus Costs for away fixtures For Example = Edinburgh to Glasgow 1 trip = £90 10 trips throughout season = £900

10. Real life club examples Varies between team fixtures and recreational clubs Trip based clubs – training at specific venues Clubs with fixtures – varies annually with location Transport during the year…

11. Real life club examples National Governing Body (NGB) Affiliations during the year: Affiliation to NGB American Football £ 1,236.50 Badminton £ 95.00 Cheer £ - Snowsports £ -

12. Real life club examples Competition Entry Fee’s during the year: Competition Entry Fee's American Football £ - Badminton £ 240.00 Cheer £ 1,761.00 Snowsports £ 2,870.00

13. Real life club examples Referee, umpires and officials during the year:

14. Real life club example Recap Variation of Sports – require different expenditure More teams can be more expensive Manage expectations Fee’s Linked to Financial Plan and Club Development Plan

15. Correct Membership Fee Income + Money Raised = Sustainable Club Affiliations Competition Fees Umpires / Officials /Support Staff Equipment Additional Competitions Socials Kit Maintenance Fines Playing and Leisure Wear Storage Transport The Ideal Club

16. Introduction to your club development plan

17. Learning Outcomes Understanding a club development plan Understanding the club development cycle Understanding the 6 stages of creating a development plan

18. Club Development Plan Vision for the future Sustainability – linked to SportMark Starter Level Aims over a specific period of time Tool for club management Implemented through an action plan

19. Strategic Benefits of Club Development (Daire)

20. Club Development Cycle

21. Planning

22. Stage 1 – Where are you now? Use SWOT to determine internal and external club environment

23. Stage 1 – Where are you now?

24. SWOT EXAMPLE StrengthsWeaknesses  High membership numbers  Not enough courts for club members OpportunitiesThreats  New Facility opening 15 mins away  People wanting to play squash – too expensive to travel and play

25. Group 1 – American Football, Men’s Football and Women’s Football – Greig Group 2 - Kayak, Sub Aqua, Surf – Joyce Group 3 - Snowsports, Rock Climbing, Archery – Max Group 4 - Golf and Badminton – Daire Group 5 - Basketball (M+W), Netball and Volleyball (M+W) – Mike Group 6 - Cheer, Dance - Robyn Task SWOT analysis for a sport in your group (Flipchart paper and pens)

26. Stage 2 – Where do you want to be? Vision - The ability to think about or plan the future Objectives - A specific result that a person or system aims to achieve within a time frame

27. Example “To be an inclusive American Football Sports club and further develop links in the community” Our vision is underpinned by the following values: Being open, responsive and accountable Seeking best value for money for our members Promoting sustainable development Putting service to 'our community' first Working in partnership To achieve our vision we will: Provide sporting opportunities from recreational to elite Provide quality sporting facilities Ensure the club is well run Improve club’s equipment Regularly seek views and respond to suggestions Celebrate our successes

28. Stage 3,4 and 5 – Forming a plan – Delegation and Implementing the plan How you will get there? Who is responsible ? Putting plan into action Specific (specify what the club wants to achieve) Measurable (is the club able to measure whether it is meeting the objectives or not?) Achievable (are the objectives achievable and attainable?) Realistic (can the objectives realistically be achieved by the club with the resources it has?) Timed (when does the club want to achieve the set objectives?)

29. An Example Action Plan – Rock Climbing Objective Where are you now Where you want to be How will you get there Who is responsible? When? Target date Cost and Evidence Achieved? 1.1 Fortnightly Indoor Climbing Sessions Weekly indoor climbing and bouldering sessions. Encourage members to attend more sessions, and help to create an identity and place for members within the club. Club President / Secretary / Social Secretary Sept 15th Indoor Climbing £20 per session at Alien Rock Event Schedule and the improved climbing ability of our members. 1.2 1.3

30. Linking your financial plan to club development plan

31. Learning Outcomes Understanding how to link your financial plan to development plan Understanding how to draft a financial plan and the key areas of the plan

32. Financial Plan Example Napier Tennis Club

33. Task Group Work Expenditure and Income What you will realistically need to buy and why? What you realistically want to buy and why? What will the club be spending money on? How will the club generate income? How will the club still be functioning and be financially stable in years to come? Report back with how your club will flourish linking Development and financial planning

35. napierstudents.com Summary Link between club finances and development plan will allow club to stabilise direction Club Committee Importance – vision – communication – buy in of others Finances of club not just an annual account Avoid Fire Fighting - Plan ahead “Short term actions required to get the Club on the right path to achieving its long term vision”