Beacons learning event:24 September 2012

Designing funding supportMarilyn Keats, MKR Consultancy

Work with groups around diversifying income

• Lead with Sustainable Funding approach - covering all aspects of income generation/ diversification

• Involve Local Authority staff to explain trends and changes to future funding arrangements

• Support groups through cuts, with advice on moving away from grant funding

• New SLA – inc. responsibilities around premises and bringing groups together

• Value of partnerships/collaborative working

Work with groups around diversifying income

• Being awarded NCVO Sustainable Funding Beacon status• Social Enterprise events – two delivered:

One regional, with speakers (inc. London Rebuilding Society and funders) & workshops

One within Barnet, a combination of case studies*, networking and a presentation on trading.

• Book of Social Enterprise case studies produced• CommUNITY Barnet website – page dedicated to Trading

& Social Enterprise, including definitions, resources and funding opportunities

(* what is the definition of “success” – is it financial?)

Challenges & barriers for infrastructure organisations

• Members used to free, unlimited services including free training – need to explain what’s needed to maintain service delivery

• Lack of knowledge of exactly how we can help – who is seen as the expert?

• Charges for training? Provision of lunch?• Recognising & addressing differing needs of

large & SMEs, new, struggling and well-established organisations

Challenges & barriers for infrastructure organisations

• Challenging perception of what CVSs are here for – public voice, gradual change, promote positive change?

• Moving with the times – e.g. social media• Changing relationships with L.A. & other

funders• New membership structures and packages• New corporate relationships

Challenges & barriers for groups IOs support

• Cuts vs increasing demands• Moving groups away from dependence on grant funding• Overcoming resistance to charging (inc. venue hire,

static membership fees, free at point of delivery) • Developing fair and reasonable charging policies whilst

still maintaining accessible services• Lack of confidence in sector to try new things and to

value their own skills and knowledge – more proactive support, bringing groups together, targeted training

Demonstrating Impact – Challenges

• Reduced numbers on training courses• Loss of staff to administer training programme• Difficulty in relating outcomes/ impact measurement

to work +/or to get others on board – encourage staff to bring a trustee along to training

• Embedding outcomes focus across entire organisation • Smaller groups without resources to do necessary

work on their impact/ gathering evidence• Smaller groups worry about getting subsumed +/or

losing their voice if they work with larger groups

Demonstrating Impact - tools

• CES Outcomes Champion• NCVO Sustainable Funding Beacon• Making full use of NCVO & other resources• Ongoing internal and external Outcomes training • External training in Impact Measurement & Social

Impact. • Training in partnerships/collaborative working• Training feedback form asks What are you going to do

differently?• F/up training questionnaires after 3 – 6 months

Demonstrating Impact – what we do

• Constantly reinforce message to diversify – via 1-1s, in supporting funding applications, on

training courses, etc.• Up-skill in income diversification/ promote use of

tools and produce fact sheets• Explain the need for charging and ways to do it• Stress importance of baseline & producing

evidence of impact• Encourage groups to factor in costs of monitoring

& evaluation in funding applications

Demonstrating Impact – what Community Barnet achieved

• Partnership with L.A. to publicise and support groups in applying for Innovation Bank funding – 8 successful, inc. one partnership

• Contracts awarded• Groups helped towards independence• Several groups that we have helped work together

have remained viable as a result, e.g. in fields of advice and information, disability, mental health and learning difficulties, carers – others now in trouble.

Use of VIP

• Will be a very valuable tool – both for IOs and for member groups

• Currently doing health checks but these are not sufficiently outcomes-focused

• Problematic to find time & resources to put learning into practice – useful NCVO support and f/u training with Data Manager

• Will be time-consuming and hard to implement – resistance of groups who are very time-limited

Use of VIP

• Used to create new training feedback form – well-received and will make f/u survey much easier & more meaningful

• The tool will help IO help groups:identify their strengths and weaknessesdevise an action planfollow their progresscheck short and long-term impacttake steps to adapt & improve where necessary

Managing Change: Top Tips

• Get everyone involved: trustees, managers, staff, volunteers• Ensure understanding of outcomes and importance of gathering evidence • Explain change and how every individual has valuable input into process• Use VIP & other appropriate tools for standardisation of systems, for ease of

capturing information & evidence, for motivation thru seeing progress. • Be open, transparent, patient and flexible – acknowledge feelings around

change and offer support• What’s in it for them? Invite feedback so they don’t feel it is being done to

them• Provision of appropriate personal and professional learning & development –

in cooperation with staff members• Can staff learn/use new skills?• Look at how teams work together +/or how they might be re-configured• Recruit with skill and insight – look for and encourage transferable skills• Value older, more experienced members of staff and don’t dismiss their

accumulated knowledge

Marilyn Keats, MKR Fundraising ConsultancyE: mkeatsrowland@gmail.com