Help and FAQs
Where do I start?
|What do you need or want to achieve?||You could consider:|
|A clear future for the organisation||
|Finding money for your organisation or a new scheme||
|Clear roles and goals||
If a group/ team: a facilitated session leading to:
If an individual: coaching or mentoring
|Some new thinking||
|An action plan||
Provided there are already some clear aims underpinning what you want to ‘act on’, you could organise a facilitated session with staff
|Review of where we are and where we want to go||
Coached session or facilitated session leading to either
|Get more out of staff||
|Facility or service development||
|What can we stop doing?||
|Major change in business (also known as ‘step change’)||
|Solve organisational problems||
Facilitated problem solving sessions using a range of different techniques such as force field analysis, decision trees
|Solve personal problems||
|Find out how to simplify things||
Process mapping session which can lead to simplified actions and to expedited process
|Help staff to grow and develop|
|Help staff with personal issues|
Do I need a business plan?
If you are an organisation (voluntary, charity, social enterprise, commercial) or you are self-employed, it’s advisable to have a clear business plan.
It doesn’t need to be long or complicated but it needs to be ‘fit for purpose’ so the more complex your organisation, your aims and activities, then the more complex the business plan is likely to be.
Why you need a business plan
- If you want to get somewhere (or something) you need a plan of how you are going to get there (get it)
- It’s important to assess what resources you have and to set out how and when they are best used to achieve your objectives
- What additional resources will / might you need?
- There may be ‘ competitors ’ or others in the same field trying to do the same or similar – are you clear about how and why you are different?
- Who are your customers or beneficiaries – what are their needs?
- How do you know that there is a demand or need for your organisation/ products/ services? What research have you done/ knowledge do you have?
- How do you contact your beneficiaries/customers ? How do you ‘sell’ what you do?
- How much does it cost to deliver your aims/ activities ? Are you sustainable / profitable?
- What skills do you/ your organisation have and do you need more/ others?
- What’s likely to happen in your environment in the next few years – have you thought about the implications?
- Everyone will be clear and focussed on the most important things – knowing what you do, why you do it, how you do it and how you can do it better in the future, along with some clear targets for the future
Do I need a fundraising strategy?
If you need more money, this sets out how, where and when you might be able to get it.
Why you need a fundraising strategy
- What do you need the money for? Is that the most important thing/s for you/ your organisation? (Refer to your business plan)
- It will ensure you get the best out of the resources you have available – no point in spending 3 weeks to raise £50 if you can spend 3 days and get £50,000
- A clear, coordinated focus for fundraising
- It will set out targets – so you know at any point how you are doing
- It will identify the full range of sources both internal and external to the organisation
- It will say who is going to do what – a clear plan to obtain resources