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RESPECT THE ROLE; RESPECT THE PERSON Raising Money in the Bush Westlink Seminar 25 June, 2003.

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Presentation on theme: "RESPECT THE ROLE; RESPECT THE PERSON Raising Money in the Bush Westlink Seminar 25 June, 2003."— Presentation transcript:

1 RESPECT THE ROLE; RESPECT THE PERSON Raising Money in the Bush Westlink Seminar 25 June, 2003

2 RESPECT THE ROLE; RESPECT THE PERSON Telephone number for questions 1800 678 208 To avoid feedback please turn TV volume down when speaking on the telephone WESTLINK YOUR TALKBACK TELEVISION NETWORK

3 RESPECT THE ROLE; RESPECT THE PERSON Resourcing Community Groups in Regional WA Barry Healy Not-For-Profit Development Unit WACOSS

4 RESPECT THE ROLE; RESPECT THE PERSON Resourcing You need to step back and assess the resources you already have Then think about what things you need Then think about how to go and get them Resourcing community groups is like planning a dinner

5 RESPECT THE ROLE; RESPECT THE PERSON Typical Project Plan Name of project: Annual Sports Carnival Individual ActivityHuman resources or skills needed Physical resources needed Finances/ administration Accounting, book keepingComputer, software, office Gathering fundsGrant writing skillsStationary Sports carnivalVolunteers, management

6 RESPECT THE ROLE; RESPECT THE PERSON Typical Capacity Audit People/skills Organisational ability Accountancy Marketing Office spaceSpace in Lotteries House Funds in bank$4,000 Equipment Computer Printer

7 RESPECT THE ROLE; RESPECT THE PERSON Resourcing Options Possible sources: Grants (council, state, federal government) Philanthropic grants Sponsorship / donations Merchandising, entrance fees Fund-raising events Sharing resources

8 RESPECT THE ROLE; RESPECT THE PERSON Resourcing Options (cont) Sponsorship / donations: D emonstrate how you can benefit them Prominent acknowledgement (logo) Signs or banners at venues Free tickets Marketing rights

9 RESPECT THE ROLE; RESPECT THE PERSON Resourcing Options (cont ) Sharing resources Community Chest Can you borrow resources

10 RESPECT THE ROLE; RESPECT THE PERSON Continuous Improvement After the project assess: Was your resource plan accurate? How was your timing? Did you gather resources quickly enough? How successful were your sponsorship approaches? How can you attract more sponsors or maintain existing ones?

11 RESPECT THE ROLE; RESPECT THE PERSON Sponsorship Management and Reporting Samantha Noall – Manager Healthway Sponsorship Advisory Service

12 RESPECT THE ROLE; RESPECT THE PERSON Planning essential. Sponsorship Implementation plan. Sponsor plan – detail how to service each sponsor. Ensure you deliver all benefits. Sponsorship, Management and Reporting

13 RESPECT THE ROLE; RESPECT THE PERSON Sponsorship plans must… Set sales targets Define corporate and brand objectives. Identify promotional extensions. Accurately predict below line costs Detail person hours and costs. Detail review and evaluation methods Contain a detailed timeline

14 RESPECT THE ROLE; RESPECT THE PERSON Introduction – include aims and objectives. Situational analysis–event history, sponsors. Objectives Target audience. Action List Budget and human resources. Evaluation. Accurate budgeting. A Guide to Writing a Plan

15 RESPECT THE ROLE; RESPECT THE PERSON Sponsor servicing. Adopt a “can do” attitude. What does the sponsor expect? Don’t oversell benefits. Try and over deliver benefits. Managing Your Sponsor

16 RESPECT THE ROLE; RESPECT THE PERSON To deliver all benefits offered. Be genuinely committed to the sponsorship. Service the sponsor to the best of your ability Protect your sponsors rights Promote your sponsors wherever possible Always acknowledge your sponsors Introduce new ideas. Your Obligations to Your Sponsor

17 RESPECT THE ROLE; RESPECT THE PERSON Control your members Advise the sponsors in advance of any potential unpleasant publicity. Your Obligations to Your Sponsor (cont)

18 RESPECT THE ROLE; RESPECT THE PERSON To provide payment or contra as agreed. Be genuinely committed to the sponsorship. To look after your interests where possible. To commit below line funds Your Sponsor’s Obligations to You

19 RESPECT THE ROLE; RESPECT THE PERSON Clearly define what the sponsor wants. Nominate one person. Seek feedback. Involve your sponsor and their staff. Sponsors rule – OK! You want your sponsors to feel part of your organisation and an important part of your team. Sponsorship Management Tips

20 RESPECT THE ROLE; RESPECT THE PERSON Coming together is the beginning, Staying together is progress, Working TOGETHER is SUCCESS! Remember…

21 RESPECT THE ROLE; RESPECT THE PERSON If you are sourcing sponsorship you must have a sponsorship policy. A) Set the rules for entering into sponsorships. B) Uniform approach C) Accountability and responsibility D) Must apply to all departments. Developing a Sponsorship Policy

22 RESPECT THE ROLE; RESPECT THE PERSON You should have a sponsorship agreement for all sponsorships. Sets out all benefits offered. Must be signed by both parties. Sponsorship Agreement

23 RESPECT THE ROLE; RESPECT THE PERSON You must provide your sponsors with a report. Must include:  participation rates  spectator numbers  media exposure, feedback forms  newsletters and any promotional tools  market research results  objectives and results gained. Evaluation Reports

24 RESPECT THE ROLE; RESPECT THE PERSON Must include  Brief introduction  Thanks  Sponsorship package  Objectives and benefits  Appendix – including attachments  Future direction Sponsor Reports

25 RESPECT THE ROLE; RESPECT THE PERSON Throughout the sponsorship did you review and continue to ensure the sponsors were receiving value? Are you delivering and matching the expectations of the sponsor? Are you a valued business partner? Ask yourself these important questions

26 RESPECT THE ROLE; RESPECT THE PERSON Government  (Local, State, Federal) Charitable trusts and foundations  Australian Directory of Philanthropy www.philanthropy.org.au www.philanthropy.org.au Corporate Foundations  eg: AMP, Sony, Westfield Types of Grants

27 RESPECT THE ROLE; RESPECT THE PERSON Organisations that are successful in attracting grants usually… Prepare a yearly calendar of closing dates for all funding sources Request application forms well before the closing date Prepare the application well in advance Attracting grants

28 RESPECT THE ROLE; RESPECT THE PERSON Pay careful attention to the details required and presentation quality Clearly outline the goals and objectives of the project Describe why the project is needed and support this with facts and figures Detail the methods used to conduct the project Attracting grants (cont)

29 RESPECT THE ROLE; RESPECT THE PERSON Indicate the expected outcomes of the project Consult advisory officers in relevant trusts and departments where appropriate Submit applications before the closing date Attracting grants (cont )

30 RESPECT THE ROLE; RESPECT THE PERSON Dept of Sport and Recreation - Community Sport and Recreation Facilities Fund - Country Package Healthway - www.healthway.wa.gov.au www.healthway.wa.gov.au - Over $5,000 and Under $5,000 Australian Sports Foundation - www.asf.org.au www.asf.org.au Grants Available

31 RESPECT THE ROLE; RESPECT THE PERSON www.ourcommunity.com.au - Easy Grants Newsletter (monthly summary of grants) - Raising Funds Newsletter (monthly update on fundraising ideas) - Membership ($85 / yr) Where to more grants

32 RESPECT THE ROLE; RESPECT THE PERSON www.grantsearch.com www.communitywise.wa.gov.au/assistance/g rdirectory.pdf www.communitywise.wa.gov.au/assistance/g rdirectory.pdf (NB: Grants Referral Directory is 118 pages long). Where to more grants

33 RESPECT THE ROLE; RESPECT THE PERSON Seeking and Servicing a Sponsor (Free) - Department of Sport and Recreation (www.dsr.wa.gov.au)www.dsr.wa.gov.au Sponsorship Fundraising and Grants ($5) - Australian Sports Commission (www.ausport.com.au)www.ausport.com.au Resources

34 RESPECT THE ROLE; RESPECT THE PERSON How to Find Money Fast ($30) - www.ourcommunity.com.au www.ourcommunity.com.au How to Win a Philanthropic Grant ($30) - www.ourcommunity.com.au www.ourcommunity.com.au Resources

35 RESPECT THE ROLE; RESPECT THE PERSON Telephone number for questions 1800 678 208 To avoid feedback please turn TV volume down when speaking on the telephone WESTLINK YOUR TALKBACK TELEVISION NETWORK

36 RESPECT THE ROLE; RESPECT THE PERSON For More Information volunteers@dsr.wa.gov.au Department of Sport and Recreation Regional Office www.dsr.wa.gov.au


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