resource mobilization process/strategy

SUPREME MANAGEMENT CONSULTANTS

CHARLES COTTER4 MARCH 2013

RANDBURG TOWERS

PRESENTATION OVERVIEWIntroduction

Key points

Summary

Questions

INTRODUCTORY LEARNING ACTIVITY

Complete the activity

Elaborate on your choice of word association

FUNDAMENTALS OF RESOURCE MOBILIZATION

Types of Resources

Defining Resource Mobilization and its scope

The Resource Mobilization process

Challenges to Resource Mobilization

The Resource Mobilization Pyramid and the 80–20 Rule

Moral aspect of Resource Mobilization

The value and importance of Resource Mobilization

KEY COMPONENTS OF RESOURCE MOBILIZATION

Means/resources

Mechanisms

Resource Providers

Degree of organizational attractiveness for donors

Consideration of key questions

The RIGHT person Cultivating the RIGHT prospectFor the RIGHT purposeAt the RIGHT timeTo receive the RIGHT result/outcome

LEARNING ACTIVITY Group Discussion

Complete the activity

Provide feedback

DEVELOPMENT AND MANAGEMENT OF A RESOURCE MOBILIZATION PROGRAM/STRATEGY

STEP 1: Preparing a Specific Resource Mobilization Strategy

STEP 2: Identifying and Broadening the Stakeholder Group

STEP 3: Developing key messages

STEP 4: Selecting Resource Mobilization Vehicles

STEP 5: Resource Mobilization Monitoring and Evaluation

STEP 6: Gearing up for resource mobilization

Preparing a Specific Resource Mobilization Strategy

Reviewing the Organizational Strategic Plan

SWOT Analysis

Resource Mobilization Plan

Determining Resource Mobilization Targets

Determining Resource needs

LEARNING ACTIVITY Group Discussion

Complete the activity

Provide feedback

Identifying and Broadening the Stakeholder Group

Developing a Stakeholder Map

Fund Raising is FRIEND Raising

The 3 C’s – Connection, Capability and Concern

The Resource Provider Dependency Chart

Information we need about the Resource Providers

LEARNING ACTIVITY Group Discussion

Complete the activity

Provide feedback

Developing key messages

Making Your Organization’s Cause Known

Tips on Developing Your Key Message – IMPACT

Elements of an Effective Communication Strategy

Developing a FVP – Fund Value Proposition

LEARNING ACTIVITY Group Discussion

Complete the activity

Provide feedback

Selecting Resource Mobilization VehiclesSelecting the Right Mix for Your Organization -

Exploring Various Resource Mobilization Vehicles

Acquisition strategies

Nurturing or cultivating strategies

 The Gift Range Chart

The Importance of Diversifying Funding Sources

LEARNING ACTIVITY Group Discussion

Complete the activity

Provide feedback

Resource Mobilization Monitoring and Evaluation

M&E activities

Financial and Non-Financial Indicators

Developing a Monitoring and Evaluation Plan

LEARNING ACTIVITY Group Discussion

Complete the activity

Provide feedback

Gearing up for resource mobilization

Ensuring People and Systems Are In Place

Who Will Do It? Resource Mobilization as a Team Effort

Systems needed in Resource Mobilization

LEARNING ACTIVITY Group Discussion

Complete the activity

Provide feedback

FUNDING PROPOSAL WRITING

Project funding proposal Format

Tips and guide on writing a proposal

Guide on writing grant proposal – cover letter; Executive Summary and Narrative

CONCLUSIONSummary

Questions

Contact details:

Charles Cotter +27 84 562 9446 charlescot@polka.co.za Linked In Twitter: @Charles_Cotter