edexcel nvq/competence-based qualifications · campaigning, fundraising practice and volunteer...
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Specification
Edexcel BTEC Level 3 Award and Certificate in Campaigning (QCF)
Edexcel BTEC Level 3 Award and Certificate in Fundraising Practice (QCF)
Edexcel BTEC Level 3 Award and Certificate in Volunteer Management (QCF)
First registration November 2011
Edexcel BTEC qualifications
Edexcel, a Pearson company, is the UK’s largest awarding organisation offering vocational and academic qualifications and testing, to employers, training providers, colleges, schools, and other places of learning in the UK, and in over 85 countries worldwide.
Our specialist suite of qualifications include NVQs, Apprenticeships, WorkSkills, Functional Skills, Foundation Learning, as well as our exclusive range of BTECs, from entry level right through to Higher National Diplomas.
References to third party material made in this specification are made in good faith. Edexcel does not endorse, approve or accept responsibility for the content of materials, which may be subject to change, or any opinions expressed therein. (Material may include textbooks, journals, magazines and other publications and websites.)
Authorised by Martin Stretton Prepared by Sharon Wood
Publications Code AP029621
All the material in this publication is copyright © Pearson Education Limited 2011
Contents
Qualification titles covered by this specification 1
Key features of the Edexcel BTEC Level 3 Awards and Certificates in Campaigning, Fundraising Practice and Volunteer Management (QCF) 3
What is the purpose of these qualifications? 3
Who are these qualifications for? 3
What are the benefits of these qualifications to the learner and employer? 4
What are the potential job roles for those working towards these qualifications? 4
What progression opportunities are available to learners who achieve these qualifications? 6
What is the qualification structure for the Edexcel BTEC Level 3 Award in Campaigning (QCF)? 7
What is the qualification structure for the Edexcel BTEC Level 3 Certificate in Campaigning (QCF)? 8
What is the qualification structure for the Edexcel BTEC Level 3 Award in Fundraising Practice (QCF)? 9
What is the qualification structure for the Edexcel BTEC Level 3 Certificate in Fundraising Practice (QCF)? 10
What is the qualification structure for the Edexcel BTEC Level 3 Award in Volunteer Management (QCF)? 12
What is the qualification structure for the Edexcel BTEC Level 3 Certificate in Managing Volunteers (QCF)? 13
How are the qualifications graded and assessed? 14
Assessment requirements/strategy 14
Types of evidence (to be read in conjunction with the assessment guidance in Annexe C) 15
Centre recognition and approval 16
Centre recognition 16
Approvals agreement 16
Quality assurance 16
What resources are required? 16
Unit format 17
Award/Certificate in Campaigning 19
Mandatory units 21
Unit 1: Identify and prioritise issues on which to campaign 23
Unit 2: Conduct research to support a campaign 27
Unit 3: Develop a campaign workplan 31
Award/Certificate in Fundraising Practice 37
Mandatory units 39
Unit 1: Develop a plan for fundraising activities 41
Unit 2: Maintain and enhance relationships with supporters of your cause 45
Award/Certificate in Volunteer Management 49
Mandatory units 51
Unit 1: Supervise and support volunteers 53
Unit 2: Set objectives and provide support for team members 57
Further information 60
Useful publications 60
Professional development and training 61
Annexe A: Quality assurance 63
Key principles of quality assurance 63
Quality assurance processes 63
Annexe B: Centre certification and registration 65
What are the access arrangements and special considerations for the qualifications in this specification? 65
Annexe C: Assessment guidance 67
Skills – Third Sector QCF Assessment Guidance 67
AP029621 –
Spec
ific
atio
n –
Edex
cel BTEC L
evel
3 A
war
d a
nd C
ertifica
te in
Cam
paig
nin
g,
Fundra
isin
g P
ract
ice
and V
olu
nte
er M
anag
emen
t (Q
CF)
–
Nove
mber
2011
© P
ears
on E
duca
tion L
imited
2011
1
Qual
ific
atio
n t
itle
s co
vere
d b
y th
is s
pec
ific
atio
n
This
spec
ific
atio
n g
ives
you t
he
info
rmation y
ou n
eed t
o o
ffer
the
Edex
cel BTEC L
evel
3 D
iplo
ma
in C
am
pai
gnin
g,
Fundra
isin
g
Prac
tice
and V
olu
nte
er M
anag
emen
t (Q
CF)
.
Qu
alifi
cati
on
tit
le
Qu
alifi
cati
on
N
um
ber
(QN
) Q
ualifi
cati
on
st
art
date
Revie
w d
ate
Edex
cel BTEC L
evel
3 A
war
d in C
ampai
gnin
g (
QCF)
600/3
493/2
01/1
1/2
011
31/1
2/2
013
Edex
cel BTEC L
evel
3 A
war
d in F
undra
isin
g P
ract
ice
(QCF)
600/3
494/4
01/1
1/2
011
31/1
2/2
013
Edex
cel BTEC L
evel
3 A
war
d in V
olu
nte
er M
anag
emen
t (Q
CF)
600/3
492/0
01/1
1/2
011
31/1
2/2
013
Edex
cel BTEC L
evel
3 C
ertifica
te in C
ampai
gnin
g (
QCF)
600/3
495/6
01/1
1/2
011
31/1
2/2
013
Edex
cel BTEC L
evel
3 C
ertifica
te in F
undra
isin
g P
ract
ice
(QCF)
600/3
694/1
01/1
1/2
011
31/1
2/2
013
Edex
cel BTEC L
evel
3 C
ertifica
te in V
olu
nte
er M
anag
emen
t (Q
CF)
600/3
693/X
01/1
1/2
011
31/1
2/2
013
Thes
e qual
ific
atio
ns
hav
e bee
n a
ccre
dited
within
the
Qual
ific
ations
and C
redit F
ram
ework
(Q
CF)
and a
re e
ligib
le for
public
fu
ndin
g a
s det
erm
ined
by
the
Dep
artm
ent
for
Educa
tion (
DfE
) under
Sec
tion 9
6 o
f th
e Le
arnin
g a
nd S
kills
Act
2000.
The
qual
ific
atio
n t
itle
s lis
ted a
bove
fea
ture
in t
he
fundin
g lis
ts p
ublis
hed
annual
ly b
y th
e D
fE a
nd t
he
regula
rly
updat
ed w
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te.
They
will
als
o a
ppea
r on t
he
Learn
ing A
ims
Ref
eren
ce A
pplic
ation (
LARA),
wher
e re
leva
nt.
You s
hould
use
the
Qual
ific
atio
n N
um
ber
(Q
N),
when
you w
ish t
o s
eek
public
fundin
g f
or
your
lear
ner
s. E
ach
unit w
ithin
a
qual
ific
ation w
ill a
lso h
ave
a u
niq
ue
QC
F re
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nce
num
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, w
hic
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liste
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his
spec
ific
ation.
The
QCF
qual
ific
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n t
itle
and u
nit r
efer
ence
num
ber
s w
ill a
ppea
r on t
he
lear
ner
s’ f
inal
cer
tifica
tion d
ocu
men
t. L
earn
ers
nee
d t
o
be
made
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are
of th
is w
hen
they
are
rec
ruited
by
the
centr
e an
d r
egis
tere
d w
ith E
dex
cel.
AP029621 –
Spec
ific
atio
n –
Edex
cel BTEC L
evel
3 A
war
d a
nd C
ertifica
te in
Cam
paig
nin
g,
Fundra
isin
g P
ract
ice
and V
olu
nte
er M
anag
emen
t (Q
CF)
–
Nove
mber
2011
© P
ears
on E
duca
tion L
imited
2011
2
AP029621 – Specification – Edexcel BTEC Level 3 Award and Certificate in Campaigning, Fundraising Practice and Volunteer Management (QCF) – November 2011 © Pearson Education Limited 2011
3
Key features of the Edexcel BTEC Level 3 Awards and Certificates in Campaigning, Fundraising Practice and Volunteer Management (QCF)
These qualifications are nationally recognised. The Edexcel Level 3 Awards and Certificates in Campaigning, Fundraising Practice and Volunteer Management (QCF) have been developed with Skills - Third Sector.
What is the purpose of these qualifications?
The Skills - Third Sector organisations (charities, social enterprises and voluntary organisations) play an important role in society, and the nation’s economic long-term prosperity requires individuals to have the right skills to meet the demands of a changing economy.
Campaigning is about organisations or individuals trying to change things by influencing governments, companies or the general public. Campaigners do this to benefit society, to help people speak out or to raise awareness of issues. This Award and Certificate in Campaigning gives learners useful knowledge and skills to be successful campaigners.
Fundraising is a key in Skills - Third Sector voluntary and community groups and the need for expertise in this area has never been greater. Funding from local, regional and central government sources has been dramatically cut and individual giving has also dropped. Organisations are looking for ways to improve their income streams from a diverse range of sources developing workforce skills in this area through the Award and Certificate in Fundraising Practice is an important element of this process.
Volunteer managers in voluntary and community groups are also widely used across the public services. The health service, in particular, has many volunteer managers. Their role, again, is likely to become increasingly more important as changes are introduced into the health service in order to deliver cost-effective solutions for things that were previously provided by the state. This means that the demand for volunteer management skills are certainly going to increase and the Award and Certificate in Volunteer Management will enable learners to develop the skills to recruit, support and manage the citizens who volunteer their time and expertise to be more involved in delivering local services.
Who are these qualifications for?
These qualifications are for all learners aged 16 and above who are capable of reaching the required standards and work in a context that enables them to produce evidence to meet the standard. Centres are responsible for learners in their work settings, and learners ages 16–18 should be supervised so that they are not put in a vunerable position.
AP029621 – Specification – Edexcel BTEC Level 3 Award and Certificate in Campaigning, Fundraising Practice and Volunteer Management (QCF) –
November 2011 © Pearson Education Limited 2011
4
Edexcel’s policy is that the qualifications should:
be free from any barriers that restrict access and progression
ensure equality of opportunity for all wishing to access the qualifications.
What are the benefits of these qualifications to the learner and employer?
These qualifications allow opportunities for developing the skills that are important in charities, social enterprises and voluntary and community organisations. It is important that individuals employed in this sector have the right skills to make a difference to people in their communities.
What are the potential job roles for those working towards these qualifications?
With further experience and/or with further training or development, progression to the following career roles may be possible.
Job title(s) Job role(s)
Advocacy officer This role often works closely with senior advocacy coordinators to design and deliver advocacy messages to decision makers and opinion formers, raise the profile of the organisation, monitor debates and identify opportunities to shape policy development, support regional programmes of work and help plan advocacy events.
Campaigns and communications officer
The role often includes assisting with the production of postal and digital communications, including leaflets and newsletters, e-newsletters, Twitter feeds and updates on social networking sites. It will also include delivering communications campaigns using disciplines including social marketing and advertising.
Campaigns and information officer
The role can cover developing key messages from information gathered via online research, attendance at meetings and consultations and discussions with supporters of the organisation. Responding to relevant policy developments and developing networks with partner organisations and individuals will also be a key part of the role.
AP029621 – Specification – Edexcel BTEC Level 3 Award and Certificate in Campaigning, Fundraising Practice and Volunteer Management (QCF) – November 2011 © Pearson Education Limited 2011
5
Job title(s) Job role(s)
Campaigns coordinator This role often involves working in a team to design and plan new campaigns, including developing a strategy for the campaign, identifying sources of support and presenting the plan to relevant stakeholders to gain their support.
Campaign organiser The purpose of the role is usually to develop campaigns with the goal of raising either money or awareness of an issue. This includes planning a schedule of work, recruiting, briefing and managing staff and/or volunteers to assist with campaign administration, identifying and cultivating supporters, preparing campaign materials and liaising and building relationships with relevant internal and external stakeholders.
Campaigns and policy officer This role often develops campaigns with the goal of raising awareness of an issue. This includes monitoring policy decisions and responding by raising awareness among decision makers, identifying suitable figureheads to lead or be the face of campaigns, identifying and cultivating supporters, preparing campaign materials and liaising and building relationships with supporters of the cause.
Campaigns and public affairs officer
This role may monitor relevant political developments, identify issues of particular importance and advise on possible response and potential opportunities to influence parliamentary activity. Officers act as the first point of contact for politicians, researchers, policy specialists, think tanks, and members of the public when they contact the organisation, as well as assisting with the development of programmes of work, day-to-day administration and communications with supporter groups.
AP029621 – Specification – Edexcel BTEC Level 3 Award and Certificate in Campaigning, Fundraising Practice and Volunteer Management (QCF) –
November 2011 © Pearson Education Limited 2011
6
Job title(s) Job role(s)
Campaigns involvement officer The purpose of the role is usually to promote and enable effective participation in a campaign, ensuring supporters and other external stakeholders are able to become involved and assist with the campaign as appropriate.
Campaigns officer This role can influence a variety of audiences both in person and in writing on the aims of the campaign, as well as communicating campaign ideas to internal team members and other key stakeholders.
Campaigns project officer The role often includes planning work including the help volunteers may offer the campaign, building networks and relationships with external and internal supporters, raising awareness through presenting the campaign’s ideas at consultation events and public meetings, developing materials and administering the campaign.
What progression opportunities are available to learners who achieve these qualifications?
With support and opportunities in the workplace, learners could choose to progress on to study the Level 3 Diploma in Campaigning, Fundraising Practice and Volunteer Management (QCF), which has been approved as components for the Advanced Apprenticeship framework in Campaigning, Fundraising Practice and Volunteer Management.
AP029621 – Specification – Edexcel BTEC Level 3 Award and Certificate in Campaigning, Fundraising Practice and Volunteer Management (QCF) – November 2011 © Pearson Education Limited 2011
7
What is the qualification structure for the Edexcel BTEC Level 3 Award in Campaigning (QCF)?
The Edexcel Level 3 Award in Campaigning (QCF) consists of one mandatory unit of 4 credits plus optional units that provide for a combined total of 11 credits (where at least 8 credits must be at level 3).
Edexcel BTEC Level 3 Award in Campaigning (QCF)
Unit reference Mandatory group – all units must be taken
Credit Level GLH
1 M/503/2297 Identify and prioritise issues on which to campaign
4 3 18
Unit reference Option group – 7-8 credits must be taken from this group
Credit Level GLH
2 L/503/2307 Understand campaign strategies 4 3 13
3 L/503/2310 Develop a campaign workplan 4 3 11
4 H/503/2314 Develop communications for a campaign
4 3 13
5 R/503/2325 Understand values, ethics and safeguarding in the voluntary sector
3 2 26
6 D/503/2313 Maintain relationships integral to a campaign
4 3 14
AP029621 – Specification – Edexcel BTEC Level 3 Award and Certificate in Campaigning, Fundraising Practice and Volunteer Management (QCF) –
November 2011 © Pearson Education Limited 2011
8
What is the qualification structure for the Edexcel BTEC Level 3 Certificate in Campaigning (QCF)?
The Edexcel Level 3 Certificate in Campaigning (QCF) consists of three mandatory units equalling 12 credits plus optional units that provide a combined total of 31 credits (where at least 20 credits must be at level 3).
Edexcel BTEC Level 3 Certificate in Campaigning (QCF)
Unit reference Mandatory group – all units must be taken
Credit Level GLH
1 M/503/2297 Identify and prioritise issues on which to campaign
4 3 18
2 F/503/2305 Conduct research to support a campaign
4 3 12
3 L/503/2310 Develop a campaign workplan
4 3 11
Unit reference Option group – 18 credits must be taken from this group
Credit Level GLH
4 L/503/2307 Understand campaign strategies 4 3 13
5 H/503/2314 Develop communications for a campaign
4 3 13
6 A/503/2318 Introduction to campaigning
5 2 40
7 M/503/2316 Monitor and evaluate a campaign
4 3 17
8 F/503/2322 Understand the nature and governance of the voluntary sector
4 3 37
9 R/503/2325 Understand values, ethics and safeguarding in the voluntary sector
3 2 26
10 J/503/2323 Understand effective partnership working between organisations
4 2 36
11 L/503/2324 Understand sustainability in voluntary sector organisations
4 3 30
12 R/503/2311 Manage resources for a campaign
4 3 15
13 Y/503/2312 Mobilise a campaign team
4 3 16
14 D/503/2313 Maintain relationships integral to a campaign
4 3 14
15 K/503/2315 Coordinate materials and products for a campaign
4 3 13
AP029621 – Specification – Edexcel BTEC Level 3 Award and Certificate in Campaigning, Fundraising Practice and Volunteer Management (QCF) – November 2011 © Pearson Education Limited 2011
9
What is the qualification structure for the Edexcel BTEC Level 3 Award in Fundraising Practice (QCF)?
The Edexcel Level 3 Award in Fundraising Practice (QCF) consists of one mandatory unit of 6 credits plus optional units that provide a combined total of 12 credits (where at least 9 credits must be at level 3).
Edexcel BTEC Level 3 Award in Fundraising Practice (QCF)
Unit reference Mandatory group – all units must be taken
Credit Level GLH
1 A/503/1539 Develop a plan for fundraising activities
6 3 6
Unit reference Option group – 6 credits must be taken from this group
Credit Level GLH
2 M/503/1540 Implement a plan for fundraising activities
3 3 6
3 T/503/1541 Maintain and enhance relationships with supporters of your cause
6 3 6
4 M/501/3927 Budgeting for the Business
3 3 12
5 R/503/2325 Understand values, ethics and safeguarding in the voluntary sector
3 2 26
AP029621 – Specification – Edexcel BTEC Level 3 Award and Certificate in Campaigning, Fundraising Practice and Volunteer Management (QCF) –
November 2011 © Pearson Education Limited 2011
10
What is the qualification structure for the Edexcel BTEC Level 3 Certificate in Fundraising Practice (QCF)?
The Edexcel Level 3 Certificate in Fundraising Practice (QCF) consists of two mandatory units equalling 12 credits plus optional units that provide a combined total of 30 credits (where at least 19 credits must be at level 3).
Edexcel BTEC Level 3 Certificate in Fundraising Practice (QCF)
Unit reference Mandatory group – all units must be taken
Credit Level GLH
1 A/503/1539 Develop a plan for fundraising activities
6 3 6
2 T/503/1541 Maintain and enhance relationships with supporters of your cause
6 3 6
Unit reference Option group – 18 credits must be taken from this group
Credit Level GLH
3 M/503/1540 Implement a plan for fundraising activities
3 3 6
4 M/501/3927 Budgeting for the Business
3 3 12
5 T/503/1538 Introduction to fundraising
4 2 30
6 F/503/2322 Understand the nature and governance of the voluntary sector
4 3 37
7 R/503/2325 Understand values, ethics and safeguarding in the voluntary sector
3 2 26
8 J/503/2323 Understand effective partnership working between organisations
4 2 36
9 L/503/2324 Understand sustainability in voluntary sector organisations
4 3 30
10 A/503/1542 Know how to plan and implement local or community fundraising
6 3 20
11 F/503/1543 Know how to plan and implement fundraising events
6 3 20
12 J/503/1544 Know how to plan and support legacy fundraising
6 3 25
13 D/503/1534 Know how to plan and support corporate fundraising activity
6 3 25
14 H/503/1535 Know how to plan and support the generation of grant income
6 3 20
AP029621 – Specification – Edexcel BTEC Level 3 Award and Certificate in Campaigning, Fundraising Practice and Volunteer Management (QCF) – November 2011 © Pearson Education Limited 2011
11
Unit reference Option group – 18 credits must be taken from this group
Credit Level GLH
15 L/503/1545 Know how to plan and support fundraising through electronic media
6 3 20
16 K/503/1536 Know how to plan and support the recruitment of donors using direct marketing media
4 3 20
17 M/503/1537 Support others in the achievement of fundraising work
4 3 20
18 Y/503/3153 Know how to plan and support major gift fundraising
6 3 20
AP029621 – Specification – Edexcel BTEC Level 3 Award and Certificate in Campaigning, Fundraising Practice and Volunteer Management (QCF) –
November 2011 © Pearson Education Limited 2011
12
What is the qualification structure for the Edexcel BTEC Level 3 Award in Volunteer Management (QCF)?
The Edexcel Level 3 Award in Volunteers Management (QCF) consists of one mandatory unit of 6 credits plus optional units that provide a combined total of 11 credits (where at least 11 credits must be at level 3).
Edexcel BTEC Level 3 Award in Managing Volunteers (QCF)
Unit reference Mandatory group – all units must be taken
Credit Level GLH
1 Y/602/5290 Supervise and support volunteers
6 3 24
Unit reference Option group – 5 credits must be taken from this group
Credit Level GLH
2 M/600/9600 Set objectives and provide support for team members
5 3 35
3 J/502/1645 Encourage and motivate volunteers
5 3 33
4 J/602/5284 Manage risk in relation to volunteers
5 3 24
AP029621 – Specification – Edexcel BTEC Level 3 Award and Certificate in Campaigning, Fundraising Practice and Volunteer Management (QCF) – November 2011 © Pearson Education Limited 2011
13
What is the qualification structure for the Edexcel BTEC Level 3 Certificate in Managing Volunteers (QCF)?
The Edexcel Level 3 Certificate in Managing Volunteers (QCF) consists of two mandatory units equalling 11 credits plus optional units that provide a combined total of 29 credits (where at least 21 credits must be at level 3).
Edexcel BTEC Level 3 Certificate in Managing Volunteers (QCF)
Unit reference Mandatory group – all units must be taken
Credit Level GLH
1 Y/602/5290 Supervise and support volunteers
6 3 24
2 M/600/9600 Set objectives and provide support for team members
5 3 35
Unit reference Option group – 18 credits must be taken from this group
Credit Level GLH
3 R/602/5286 Promote volunteering within your organisation and to volunteers
3 3 16
4 J/502/1645 Encourage and motivate volunteers
5 3 33
5 J/602/5284 Manage risk in relation to volunteers
5 3 24
6 T/503/2320 Introduction to managing volunteers
4 2 30
7 J/503/2323 Understand effective partnership working between organisations
4 2 36
8 L/602/5285 Managing volunteer agreements
2 3 8
9 D/602/5291 Developing structures, systems and procedures to support volunteering
4 4 16
10 D/502/0145 Managing and Developing Relationships in the Workplace
2 3 8
11 K/502/7986 Ensure your own actions reduce risks to health and safety
2 3 6
15 L/601/7509 Contribute to safeguarding children, young people and vulnerable adults
3 3 18
AP029621 – Specification – Edexcel BTEC Level 3 Award and Certificate in Campaigning, Fundraising Practice and Volunteer Management (QCF) –
November 2011 © Pearson Education Limited 2011
14
How are the qualifications graded and assessed?
The overall grade for each qualification is a ‘pass’. The learner must achieve all the required units within the specified qualification structure.
To pass a unit the learner must:
achieve all the specified learning outcomes
satisfy all the assessment criteria by providing sufficient and valid evidence for each criterion
show that the evidence is their own.
The qualifications are designed to be assessed:
in the workplace or
in conditions resembling the workplace, as specified in the assessment requirements/strategy for the sector, or
as part of a training programme.
Assessment requirements/strategy
The assessment requirements/strategy for these qualifications have been included in Annexe C. They have been developed by Skills – Third Sector in partnership with employers, training providers, awarding organisations and the regulatory authorities. The assessment strategy includes details on:
current practice where evidence is generated from a current job role
a programme of development where evidence comes from assessment opportunities built into a learning/training programme whether at or away from the workplace
the Recognition of Prior Learning (RPL) where a learner can demonstrate that they can meet the assessment criteria within a unit through knowledge, understanding or skills they already possess without undertaking a course of learning. They must submit sufficient, reliable and valid evidence for internal and standards verification purposes. RPL is acceptable for accrediting a unit, several units or a whole qualification
a combination of these.
It is important that the evidence is:
Valid relevant to the standards for which competence is claimed
Authentic produced by the learner
Current sufficiently recent to create confidence that the same skill, understanding or knowledge persist at the time of the claim
Reliable indicates that the learner can consistently perform at this level
Sufficient fully meets the requirements of the standards.
AP029621 – Specification – Edexcel BTEC Level 3 Award and Certificate in Campaigning, Fundraising Practice and Volunteer Management (QCF) – November 2011 © Pearson Education Limited 2011
15
Types of evidence (to be read in conjunction with the assessment guidance in Annexe C)
To successfully achieve a unit the learner must gather evidence which shows that they have met the required standard in the assessment criteria. Evidence can take a variety of different forms including the examples below. Centres should refer to the assessment strategy for information about which of the following are permissible.
direct observation of the learner’s performance by their assessor (O)
outcomes from oral or written questioning (Q&A)
products of the learner’s work (P)
personal statements and/or reflective accounts (RA)
outcomes from simulation, where permitted by the assessment strategy (S)
professional discussion (PD)
assignment, project/case studies (A)
authentic statements/witness testimony (WT)
expert witness testimony (EPW)
evidence of Recognition of Prior Learning (RPL).
The abbreviations may be used for cross-referencing purposes.
Learners can use one piece of evidence to prove their knowledge, skills and understanding across different assessment criteria and/or across different units. It is, therefore, not necessary for learners to have each assessment criterion assessed separately. Learners should be encouraged to reference the assessment criteria to which the evidence relates.
Evidence must be made available to the assessor, internal verifier and Edexcel standards verifier. A range of recording documents is available on the Edexcel website www.edexcel.com. Alternatively, centres may develop their own.
AP029621 – Specification – Edexcel BTEC Level 3 Award and Certificate in Campaigning, Fundraising Practice and Volunteer Management (QCF) –
November 2011 © Pearson Education Limited 2011
16
Centre recognition and approval
Centre recognition
Centres that have not previously offered Edexcel qualifications need to apply for and be granted centre recognition as part of the process for approval to offer individual qualifications. New centres must complete both a centre recognition approval application and a qualification approval application.
Existing centres will be given ‘automatic approval’ for a new qualification if they are already approved for a qualification that is being replaced by the new qualification and the conditions for automatic approval are met. Centres already holding Edexcel approval are able to gain qualification approval for a different level or different sector via Edexcel online.
Approvals agreement
All centres are required to enter into an approvals agreement which is a formal commitment by the head or principal of a centre to meet all the requirements of the specification and any linked codes or regulations. Edexcel will act to protect the integrity of the awarding of qualifications, if centres do not comply with the agreement. This could result in the suspension of certification or withdrawal of approval.
Quality assurance
Detailed information on Edexcel’s quality assurance processes is given in Annexe A.
What resources are required?
Each qualification is designed to support learners working in the Voluntary sector. Physical resources need to support the delivery of the qualifications and the assessment of the learning outcomes and must be of industry standard. Staff assessing the learner must meet the requirements within the overarching assessment strategy for the sector.
AP029621 – Specification – Edexcel BTEC Level 3 Award and Certificate in Campaigning, Fundraising Practice and Volunteer Management (QCF) – November 2011 © Pearson Education Limited 2011
17
Unit format
Each unit in this specification contains the following sections.
Unit title:
Unit reference number:
QCF level:
Credit value:
Guided learning hours:
Assessment methodology:
Learning outcomes:
Assessment criteria:
Evidence type:
Portfolio reference:
Date:
The unit title is accredited on the QCF and this form of words will appear on the learner’s Notification of Performance (NOP).
This is the unit owner’s reference number for the specified unit.
All units and qualifications within the QCF have a level assigned to them, which represents the level of achievement. There are nine levels of achievement, from Entry level to level 8. The level of the unit has been informed by the QCF level descriptors and, where appropriate, the NOS and/or other sector/professional.
All units have a credit value. The minimum credit value is one, and credits can only be awarded in whole numbers. Learners will be awarded credits when they achieve the unit.
A notional measure of the substance of a qualification. It includes an estimate of the time that might be allocated to direct teaching or instruction, together with other structured learning time, such as directed assignments, assessments on the job or supported individual study and practice. It excludes learner-initiated private study.
Learning outcomes state exactly what a learner should know, understand or be able to do as a result of completing a unit.
The assessment criteria of a unit specify the standard a learner is expected to meet to demonstrate that a learning outcome, or a set of learning outcomes, has been achieved.
Learners must reference the type of evidence they have and where it is available for quality assurance purposes. The learner can enter the relevant key and a reference. Alternatively, the learner and/or centre can devise their own referencing system.
This provides a summary of the assessment methodology to be used for the unit.
The learner should use this box to indicate where the evidence can be obtained eg portfolio page number.
The learner should give the date when the evidence has been provided.
AP029621 – Specification – Edexcel BTEC Level 3 Award and Certificate in Campaigning, Fundraising Practice and Volunteer Management (QCF) –
November 2011 © Pearson Education Limited 2011
18
AP029621 – Specification – Edexcel BTEC Level 3 Award and Certificate in Campaigning, Fundraising Practice and Volunteer Management (QCF) – November 2011 © Pearson Education Limited 2011
19
Award/Certificate in Campaigning
AP029621 – Specification – Edexcel BTEC Level 3 Award and Certificate in Campaigning, Fundraising Practice and Volunteer Management (QCF) –
November 2011 © Pearson Education Limited 2011
20
AP029621 – Specification – Edexcel BTEC Level 3 Award and Certificate in Campaigning, Fundraising Practice and Volunteer Management (QCF) – November 2011 © Pearson Education Limited 2011
21
Mandatory units
AP029621 – Specification – Edexcel BTEC Level 3 Award and Certificate in Campaigning, Fundraising Practice and Volunteer Management (QCF) –
November 2011 © Pearson Education Limited 2011
22
UNIT 1: IDENTIFY AND PRIORITISE ISSUES ON WHICH TO CAMPAIGN
AP029621 – Specification – Edexcel BTEC Level 3 Award and Certificate in Campaigning, Fundraising Practice and Volunteer Management (QCF) – November 2011 © Pearson Education Limited 2011
23
Unit 1: Identify and prioritise issues on which to campaign
Unit reference number: M/503/2297
QCF level: Level 3
Credit value: 4
Guided learning hours: 18
Assessment methodology
This unit is assessed in the workplace or in conditions resembling the workplace. Learners can enter the types of evidence they are presenting for assessment and the submission date against each assessment criterion. Alternatively, centre documentation should be used to record this information.
UN
IT 1
: ID
EN
TIF
Y A
ND
PRIO
RIT
ISE I
SSU
ES O
N W
HIC
H T
O C
AM
PAIG
N
AP029621 –
Spec
ific
atio
n –
Edex
cel BTEC L
evel
3 A
war
d a
nd C
ertifica
te in
Cam
paig
nin
g,
Fundra
isin
g P
ract
ice
and V
olu
nte
er M
anag
emen
t (Q
CF)
–
Nove
mber
2011
© P
ears
on E
duca
tion L
imited
2011
24
Lear
nin
g ou
tcom
es a
nd a
sses
smen
t cr
iter
ia
Learn
ing
ou
tco
mes
Ass
ess
men
t cr
iteri
a
Evid
en
ce
typ
e
Po
rtfo
lio
re
fere
nce
D
ate
1.1
Exp
lain
the
purp
ose
of,
and m
otiva
tion f
or
the
cause
1.2
D
escr
ibe
the
envi
ronm
ent
and c
onte
xt o
f th
e ca
use
1.3
D
escr
ibe
the
legal en
viro
nm
ent
and r
ights
of
cam
pai
gner
s w
ithin
the
conte
xt o
f th
e ca
use
1.4
D
escr
ibe
the
wid
er c
ampai
gnin
g e
nvi
ronm
ent
1
Under
stan
d a
cam
pai
gnin
g c
onte
xt
1.5
D
escr
ibe
the
impac
t th
e w
ider
cam
pai
gnin
g
envi
ronm
ent
has
on t
he
org
anis
atio
n’s
curr
ent
and f
utu
re p
ote
ntial
cam
pai
gnin
g a
ctiv
ity
2.1
Ass
ess
the
conte
xt f
or
a ca
mpai
gn
2.2
Id
entify
iss
ues
rel
evan
t to
a c
ampai
gn’s
ben
efic
iaries
2.3
Exp
lain
the
legitim
acy
of
cam
pai
gnin
g iss
ues
to
self o
r th
e or
gan
isat
ion
2
Iden
tify
iss
ues
on w
hic
h t
o ca
mpai
gn
2.4
D
eter
min
e w
het
her
the
iden
tified
cam
pai
gn iss
ues
ar
e bei
ng a
ddre
ssed
by
anoth
er o
rgan
isat
ion o
r ca
mpai
gn
UN
IT 1
: ID
EN
TIF
Y A
ND
PRIO
RIT
ISE I
SSU
ES O
N W
HIC
H T
O C
AM
PAIG
N
AP029621 –
Spec
ific
atio
n –
Edex
cel BTEC L
evel
3 A
war
d a
nd C
ertifica
te in
Cam
paig
nin
g,
Fundra
isin
g P
ract
ice
and V
olu
nte
er M
anag
emen
t (Q
CF)
–
Nove
mber
2011
© P
ears
on E
duca
tion L
imited
2011
25
Learn
ing
ou
tco
mes
Ass
ess
men
t cr
iteri
a
Evid
en
ce
typ
e
Po
rtfo
lio
re
fere
nce
D
ate
3.1
Exp
lain
how
to iden
tify
iss
ues
of re
leva
nce
to a
ca
mpai
gn’s
ben
efic
iaries
3.2
D
escr
ibe
fact
ors
to t
ake
into
acc
ount
when
prioritisi
ng iss
ues
3.3
D
escr
ibe
a dec
isio
n-m
akin
g p
roce
ss f
or
asse
ssin
g
cam
pai
gn iss
ues
3.4
D
escr
ibe
way
s in
whic
h a
dec
isio
n-m
akin
g p
roce
ss
can b
e in
fluen
ced
3.5
Exp
lain
the
import
ance
of ag
reei
ng w
ith r
elev
ant
stak
ehold
ers
cam
pai
gnin
g iss
ues
and t
hei
r priority
3.6
D
escr
ibe
any
fact
ors
and p
ract
ical
const
rain
ts
impac
ting o
n a
cam
pai
gn
3
Under
stan
d h
ow
to p
rioritise
iss
ues
on w
hic
h t
o c
ampai
gn
3.7
Exp
lain
whet
her
a c
ampai
gn is
appro
priat
ely
reso
urc
ed t
o a
ddre
ss t
he
issu
es iden
tified
4.1
Id
entify
thos
e a
cam
pai
gn is
seek
ing t
o influen
ce
4.2
Ass
ess
the
pote
ntial
res
ults,
bot
h p
osi
tive
and
neg
ativ
e, o
f an
iden
tified
cam
pai
gn
4.3
Cla
rify
the
scal
e an
d r
ange
of ch
ange
a ca
mpai
gn
may
hel
p a
chie
ve
4.4
Ass
ess
the
poss
ible
im
pac
t a
cam
pai
gn m
ay h
ave
on s
upport
ers,
ben
efic
iaries
and o
pponen
ts
4
Ass
ess
the
poss
ible
im
pac
t of
a ca
mpai
gn
4.5
Cla
rify
met
hods
for
eval
uat
ing t
he
impac
t of
a ca
mpai
gn
UN
IT 1
: ID
EN
TIF
Y A
ND
PRIO
RIT
ISE I
SSU
ES O
N W
HIC
H T
O C
AM
PAIG
N
AP029621 –
Spec
ific
atio
n –
Edex
cel BTEC L
evel
3 A
war
d a
nd C
ertifica
te in
Cam
paig
nin
g,
Fundra
isin
g P
ract
ice
and V
olu
nte
er M
anag
emen
t (Q
CF)
–
Nove
mber
2011
© P
ears
on E
duca
tion L
imited
2011
26
Learn
ing
ou
tco
mes
Ass
ess
men
t cr
iteri
a
Evid
en
ce
typ
e
Po
rtfo
lio
re
fere
nce
D
ate
5.1
Exp
lain
how
to iden
tify
the
nee
ds
of t
he
org
anis
atio
n’s
ben
efic
iaries
5.2
D
escr
ibe
diffe
rent
way
s of
invo
lvin
g a
nd
consu
ltin
g w
ith t
he
org
anis
atio
n’s
ben
efic
iaries
5.3
D
escr
ibe
the
adva
nta
ges
and d
isad
vanta
ges
of
invo
lvin
g t
hose
that
will
ben
efit f
rom
a c
ampai
gn
5.4
Exp
lain
the
mer
its
of
diffe
rent
met
hods
of
consu
ltat
ion
5
Under
stan
d t
he
nee
ds
of t
he
org
anis
atio
n’s
ben
efic
iaries
5.5
D
escr
ibe
the
nat
ure
and e
xten
t of th
e org
anis
atio
n’s
res
pon
sibili
ty t
o its
ben
efic
iaries
, an
d w
her
e ap
pro
priat
e, its
sta
kehold
ers
Lear
ner
nam
e:__________________________________________
D
ate:
___________________________
Lear
ner
sig
nat
ure
:_______________________________________
D
ate:
___________________________
Ass
esso
r si
gnat
ure
:______________________________________
D
ate:
___________________________
Inte
rnal
ver
ifie
r si
gnatu
re:
________________________________
(i
f sa
mple
d)
Dat
e:___________________________
UNIT 2: CONDUCT RESEARCH TO SUPPORT A CAMPAIGN
AP029621 – Specification – Edexcel BTEC Level 3 Award and Certificate in Campaigning, Fundraising Practice and Volunteer Management (QCF) – November 2011 © Pearson Education Limited 2011
27
Unit 2: Conduct research to support a campaign
Unit reference number: F/503/2305
QCF level: Level 3
Credit value: 4
Guided learning hours: 12
Assessment methodology
This unit is assessed in the workplace or in conditions resembling the workplace. Learners can enter the types of evidence they are presenting for assessment and the submission date against each assessment criterion. Alternatively, centre documentation should be used to record this information.
UN
IT 2
: C
ON
DU
CT R
ESEARCH
TO
SU
PPO
RT A
CAM
PAIG
N
AP029621 –
Spec
ific
atio
n –
Edex
cel BTEC L
evel
3 A
war
d a
nd C
ertifica
te in
Cam
paig
nin
g,
Fundra
isin
g P
ract
ice
and V
olu
nte
er M
anag
emen
t (Q
CF)
–
Nove
mber
2011
© P
ears
on E
duca
tion L
imited
2011
28
Lear
nin
g ou
tcom
es a
nd a
sses
smen
t cr
iter
ia
Learn
ing
ou
tco
mes
Ass
ess
men
t cr
iteri
a
Evid
en
ce
typ
e
Po
rtfo
lio
re
fere
nce
D
ate
1.1
D
escr
ibe
the
chan
ge
and im
pac
t th
at a
cam
pai
gn
is s
eeki
ng t
o a
chie
ve
1.2
D
escr
ibe
the
envi
ronm
ent
and c
onte
xt o
f a
cam
pai
gn
1
Under
stan
d t
he
aim
of
a ca
mpai
gn
1.3
D
escr
ibe
the
audie
nce
of
a ca
mpai
gn
2.1
D
escr
ibe
the
info
rmat
ion n
eeds
of a
cam
pai
gn
2.2
Id
entify
any
gap
s in
info
rmat
ion o
f re
leva
nce
to a
ca
mpai
gn
2.3
Confirm
wher
e re
sear
ch is
nec
essa
ry
2
Det
erm
ine
the
requirem
ents
for
rese
arch
2.4
Ass
ess
ow
n o
r th
e org
anis
atio
n’s
cap
acity
to
conduct
and/o
r co
mm
issi
on r
esea
rch
3.1
Exp
lain
how
res
earc
h c
an influen
ce t
he
direc
tion
of
a ca
mpai
gn
3.2
Exp
lain
the
import
ance
of
mai
nta
inin
g o
bje
ctiv
ity
when
conduct
ing r
esea
rch
3.3
Exp
lain
the
diffe
rence
bet
wee
n q
ual
itat
ive
and
quan
tita
tive
tec
hniq
ues
3.4
Exp
lain
the
diffe
rence
bet
wee
n p
rim
ary,
se
condar
y an
d p
artici
pat
ory
res
earc
h
3
Under
stan
d t
he
import
ance
of
rese
arch
to c
ampai
gns
3.5
D
escr
ibe
the
valu
e of
diffe
rent
rese
arch
te
chniq
ues
to a
giv
en s
ituat
ion
UN
IT 2
: C
ON
DU
CT R
ESEARCH
TO
SU
PPO
RT A
CAM
PAIG
N
AP029621 –
Spec
ific
atio
n –
Edex
cel BTEC L
evel
3 A
war
d a
nd C
ertifica
te in
Cam
paig
nin
g,
Fundra
isin
g P
ract
ice
and V
olu
nte
er M
anag
emen
t (Q
CF)
–
Nove
mber
2011
© P
ears
on E
duca
tion L
imited
2011
29
Learn
ing
ou
tco
mes
Ass
ess
men
t cr
iteri
a
Evid
en
ce
typ
e
Po
rtfo
lio
re
fere
nce
D
ate
3.6
D
escr
ibe
the
met
hods
for
asse
ssin
g r
elev
ant
rese
arch
sourc
es
3.7
Exp
lain
how
res
earc
h c
an im
pac
t on
the
aim
s an
d
obje
ctiv
es o
f a
cam
pai
gn
4.1
D
escr
ibe
the
reso
urc
es a
vaila
ble
to c
onduct
or
com
mis
sion r
esea
rch
4.2
D
escr
ibe
the
adva
nta
ges
and d
isad
vanta
ges
of
usi
ng d
iffe
rent
rese
arch
met
hodolo
gie
s
4.3
D
escr
ibe
the
adva
nta
ges
and d
isad
vanta
ges
of
usi
ng s
econ
dar
y so
urc
es
4.4
D
escr
ibe
the
fact
ors
to t
ake
into
acc
ount
when
se
lect
ing r
esea
rch m
ethodolo
gie
s
4.5
Ass
ess
the
priorities
for
the
rese
arch
4
Prep
are
to c
onduct
res
earc
h
4.6
Pr
epar
e a
rese
arch
brief
or
work
pla
n,
as
appro
priat
e
5.1
Confirm
role
and r
espon
sibili
ties
acc
ord
ing t
o t
he
rese
arch
brief
5.2
Colle
ct d
ata
usi
ng t
echniq
ues
iden
tified
in t
he
rese
arch
brief
5
Conduct
res
earc
h u
sing a
ppro
priat
e te
chniq
ues
5.3
Sto
re c
olle
cted
dat
a in
the
appro
priat
e fo
rmat
and
in p
repar
atio
n f
or
anal
ysis
UN
IT 2
: C
ON
DU
CT R
ESEARCH
TO
SU
PPO
RT A
CAM
PAIG
N
AP029621 –
Spec
ific
atio
n –
Edex
cel BTEC L
evel
3 A
war
d a
nd C
ertifica
te in
Cam
paig
nin
g,
Fundra
isin
g P
ract
ice
and V
olu
nte
er M
anag
emen
t (Q
CF)
–
Nove
mber
2011
© P
ears
on E
duca
tion L
imited
2011
30
Learn
ing
ou
tco
mes
Ass
ess
men
t cr
iteri
a
Evid
en
ce
typ
e
Po
rtfo
lio
re
fere
nce
D
ate
6.1
Exp
lain
how
to a
sses
s th
e va
lidity
of
rele
vant
sourc
es
6.2
D
escr
ibe
tech
niq
ues
for
inte
rrogat
ing s
ourc
es
relia
bly
and o
bje
ctiv
ely
6.3
D
escr
ibe
tech
niq
ues
for
anal
ysin
g p
rim
ary
and
seco
ndar
y re
sear
ch
6.4
D
escr
ibe
tech
niq
ues
for
wei
ghting fin
din
gs
6
Know
how
to a
nal
yse
findin
gs
of th
e re
sear
ch
6.5
Exp
lain
the
import
ance
of obje
ctiv
ity
in a
nal
ysin
g
evid
ence
7.1
Anal
yse
the
findin
g o
f th
e re
sear
ch u
sing
appro
priat
e to
ols
and t
echniq
ues
7.2
G
ather
appro
priat
e ev
iden
ce f
or
a ca
mpai
gn
7.3
Rec
ord
fin
din
gs
in a
n a
ppro
priat
e m
anner
7.4
Rep
ort
obje
ctiv
ely
in a
form
at s
uitab
le f
or
the
inte
nded
audie
nce
7
Anal
yse
and p
rese
nt
the
findin
gs
of
the
rese
arch
7.5
Rev
iew
cam
pai
gn a
ims
agai
nst
the
findin
gs
of th
e re
sear
ch
Lear
ner
nam
e:__________________________________________
D
ate:
___________________________
Lear
ner
sig
nat
ure
:_______________________________________
D
ate:
___________________________
Ass
esso
r si
gnat
ure
:______________________________________
D
ate:
___________________________
Inte
rnal
ver
ifie
r si
gnatu
re:
________________________________
(i
f sa
mple
d)
Dat
e:___________________________
UNIT 3: DEVELOP A CAMPAIGN WORKPLAN
AP029621 – Specification – Edexcel BTEC Level 3 Award and Certificate in Campaigning, Fundraising Practice and Volunteer Management (QCF) – November 2011 © Pearson Education Limited 2011
31
Unit 3: Develop a campaign workplan
Unit reference number: L/503/2310
QCF level: Level 3
Credit value: 4
Guided learning hours: 11
Assessment methodology
This unit is assessed in the workplace or in conditions resembling the workplace. Learners can enter the types of evidence they are presenting for assessment and the submission date against each assessment criterion. Alternatively, centre documentation should be used to record this information.
UN
IT 3
: D
EVELO
P A C
AM
PAIG
N W
ORKPLA
N
AP029621 –
Spec
ific
atio
n –
Edex
cel BTEC L
evel
3 A
war
d a
nd C
ertifica
te in
Cam
paig
nin
g,
Fundra
isin
g P
ract
ice
and V
olu
nte
er M
anag
emen
t (Q
CF)
–
Nove
mber
2011
© P
ears
on E
duca
tion L
imited
2011
32
Lear
nin
g ou
tcom
es a
nd a
sses
smen
t cr
iter
ia
Learn
ing
ou
tco
mes
Ass
ess
men
t cr
iteri
a
Evid
en
ce
typ
e
Po
rtfo
lio
re
fere
nce
D
ate
1.1
D
escr
ibe
what
a c
ampai
gn w
ants
to
achie
ve a
nd a
ca
mpai
gn v
isio
n
1.2
D
escr
ibe
a ca
mpai
gn s
trat
egy
and its
aim
s an
d
obje
ctiv
es
1.3
O
utlin
e th
e tim
esca
les
for
a ca
mpai
gn
1.4
Exp
lain
how
the
wid
er c
ampai
gn e
nvi
ronm
ent
impac
ts o
n t
he
stra
tegy
1
Under
stan
d t
he
visi
on a
nd
tim
esca
les
for
a ca
mpai
gn
1.5
Exp
lain
how
the
stra
tegy
will
be
imple
men
ted a
t th
e oper
atio
nal
lev
el
2.1
D
escr
ibe
the
audie
nce
/s o
f a
cam
pai
gn
2.2
G
ive
exam
ple
s of
diffe
rent
cam
pai
gnin
g m
ethods
2.3
Exp
lain
how
to a
sses
s th
e re
leva
nce
of
diffe
rent
cam
pai
gnin
g m
ethods
to a
cam
pai
gn idea
2.4
D
escr
ibe
the
chal
lenges
of usi
ng d
iffe
rent
cam
pai
gn m
ethods
in a
giv
en s
ituat
ion
2
Under
stan
d t
he
valu
e of
cam
pai
gnin
g m
ethods
2.5
Exp
lain
the
import
ance
of
asse
ssin
g t
he
cost
s an
d
pote
ntial
ben
efits
of
diffe
rent
cam
pai
gn m
ethod
s
UN
IT 3
: D
EVELO
P A C
AM
PAIG
N W
ORKPLA
N
AP029621 –
Spec
ific
atio
n –
Edex
cel BTEC L
evel
3 A
war
d a
nd C
ertifica
te in
Cam
paig
nin
g,
Fundra
isin
g P
ract
ice
and V
olu
nte
er M
anag
emen
t (Q
CF)
–
Nove
mber
2011
© P
ears
on E
duca
tion L
imited
2011
33
Learn
ing
ou
tco
mes
Ass
ess
men
t cr
iteri
a
Evid
en
ce
typ
e
Po
rtfo
lio
re
fere
nce
D
ate
3.1
Id
entify
the
reso
urc
es r
equired
for
a ca
mpai
gn
and a
ny
rest
rict
ions
on t
hei
r use
3.2
Confirm
the
reso
urc
es f
or
a ca
mpai
gn
3.3
Cla
rify
role
s an
d r
espon
sibili
ties
for
del
iver
ing a
ca
mpai
gn
3.4
Com
munic
ate
role
s an
d r
esponsi
bili
ties
to o
ther
s as
appro
priat
e
3
Est
ablis
h r
esourc
es a
vaila
ble
to a
ca
mpai
gn
3.5
Id
entify
colle
agues
to w
ork
with in a
tea
m
4.1
Id
entify
spec
ific
act
ivitie
s an
d t
actics
to d
eliv
er a
ca
mpai
gn
4.2
Cla
rify
the
del
iver
able
s fo
r a
cam
pai
gn a
nd h
ow
they
will
be
achie
ved
4.3
Set
priorities
for
the
com
ple
tion o
f ta
sks
and
activi
ties
4.4
Id
entify
tas
ks t
hat
are
inte
r-dep
enden
t an
d p
lan
way
s of
ach
ievi
ng t
hem
4.5
Ensu
re t
her
e is
a p
roce
ss in p
lace
for
monitoring
the
cam
pai
gn
4
Set
tas
ks f
or a
cam
pai
gn
4.6
Set
obje
ctiv
es f
or
monitoring a
nd e
valu
atin
g t
he
cam
pai
gn
UN
IT 3
: D
EVELO
P A C
AM
PAIG
N W
ORKPLA
N
AP029621 –
Spec
ific
atio
n –
Edex
cel BTEC L
evel
3 A
war
d a
nd C
ertifica
te in
Cam
paig
nin
g,
Fundra
isin
g P
ract
ice
and V
olu
nte
er M
anag
emen
t (Q
CF)
–
Nove
mber
2011
© P
ears
on E
duca
tion L
imited
2011
34
Learn
ing
ou
tco
mes
Ass
ess
men
t cr
iteri
a
Evid
en
ce
typ
e
Po
rtfo
lio
re
fere
nce
D
ate
5.1
Sel
ect
met
hods
to r
each
the
audie
nce
/s b
ased
on
the
reso
urc
es a
vaila
ble
5.2
D
evel
op w
ays
of co
mm
unic
atin
g w
ith t
arget
s an
d
audie
nce
s th
at a
re a
cces
sible
and r
elev
ant
to t
hei
r nee
ds
5.3
Confirm
the
met
hods
to b
e use
d a
t ea
ch s
tage
of
a ca
mpai
gn
5.4
Cla
rify
ow
n r
ole
in im
ple
men
ting c
ampai
gnin
g
met
hods
5
Sel
ect
cam
pai
gnin
g m
ethods
5.5
Ass
ess
the
cost
s an
d p
oss
ible
ben
efits
of
the
cam
pai
gn m
ethods
chose
n
6.1
D
escr
ibe
inte
rnal
and e
xter
nal
fac
tors
that
may
im
pac
t on c
ampai
gn o
bje
ctiv
es
6.2
Exp
lain
the
poss
ible
im
pac
t of
thes
e fa
ctors
6.3
Exp
lain
the
pro
cess
for
monitoring t
hes
e fa
ctors
an
d r
espondin
g if
they
occ
ur
6.4
D
escr
ibe
any
actions
that
can
be
take
n t
o m
inim
ise
the
impac
t of th
ese
fact
ors
6.5
Exp
lain
how
to c
onduct
a r
isk
asse
ssm
ent
6.6
Exp
lain
how
to m
itig
ate
risk
s
6
Know
how
to m
inim
ise
risk
s to
a
cam
pai
gn
6.7
D
escr
ibe
why
it is
import
ant
to e
nsu
re c
ontinuity
and r
esponsi
venes
s in
the
del
iver
y of
a ca
mpai
gn
UN
IT 3
: D
EVELO
P A C
AM
PAIG
N W
ORKPLA
N
AP029621 –
Spec
ific
atio
n –
Edex
cel BTEC L
evel
3 A
war
d a
nd C
ertifica
te in
Cam
paig
nin
g,
Fundra
isin
g P
ract
ice
and V
olu
nte
er M
anag
emen
t (Q
CF)
–
Nove
mber
2011
© P
ears
on E
duca
tion L
imited
2011
35
Learn
ing
ou
tco
mes
Ass
ess
men
t cr
iteri
a
Evid
en
ce
typ
e
Po
rtfo
lio
re
fere
nce
D
ate
7.1
Id
entify
act
ions
to m
itig
ate
risk
s to
a c
ampai
gn
7.2
D
evel
op a
contingen
cy p
lan t
o e
nsu
re t
he
del
iver
y of
a ca
mpai
gn’s
obje
ctiv
es
7.3
Set
outc
om
es f
or
each
cam
pai
gn m
ilest
one
that
ar
e in
lin
e w
ith a
cam
pai
gn s
trat
egy
7.4
Rec
ord
a p
lan f
or
influen
cing a
udie
nce
s an
d
targ
ets
7.5
Com
munic
ate
the
pla
n t
o t
hose
res
ponsi
ble
for
engag
ing w
ith a
udie
nce
s an
d t
arget
s
7
Plan
for
del
iver
y of
a ca
mpai
gn’s
obje
ctiv
es
7.6
Rev
iew
the
work
pla
n a
ccord
ing t
o c
han
ges
in a
ca
mpai
gn e
nvi
ronm
ent
and c
onte
xt
Lear
ner
nam
e:__________________________________________
D
ate:
___________________________
Lear
ner
sig
nat
ure
:_______________________________________
D
ate:
___________________________
Ass
esso
r si
gnat
ure
:______________________________________
D
ate:
___________________________
Inte
rnal
ver
ifie
r si
gnatu
re:
________________________________
(i
f sa
mple
d)
Dat
e:___________________________
AP029621 – Specification – Edexcel BTEC Level 3 Award and Certificate in Campaigning, Fundraising Practice and Volunteer Management (QCF) –
November 2011 © Pearson Education Limited 2011
36
AP029621 – Specification – Edexcel BTEC Level 3 Award and Certificate in Campaigning, Fundraising Practice and Volunteer Management (QCF) – November 2011 © Pearson Education Limited 2011
37
Award/Certificate in Fundraising Practice
AP029621 – Specification – Edexcel BTEC Level 3 Award and Certificate in Campaigning, Fundraising Practice and Volunteer Management (QCF) –
November 2011 © Pearson Education Limited 2011
38
AP029621 – Specification – Edexcel BTEC Level 3 Award and Certificate in Campaigning, Fundraising Practice and Volunteer Management (QCF) – November 2011 © Pearson Education Limited 2011
39
Mandatory units
AP029621 – Specification – Edexcel BTEC Level 3 Award and Certificate in Campaigning, Fundraising Practice and Volunteer Management (QCF) –
November 2011 © Pearson Education Limited 2011
40
UNIT 1: DEVELOP A PLAN FOR FUNDRAISING ACTIVITIES
AP029621 – Specification – Edexcel BTEC Level 3 Award and Certificate in Campaigning, Fundraising Practice and Volunteer Management (QCF) – November 2011 © Pearson Education Limited 2011
41
Unit 1: Develop a plan for fundraising activities
Unit reference number: A/503/1539
QCF level: Level 3
Credit value: 6
Guided learning hours: 6
Assessment methodology
This unit is assessed in the workplace or in conditions resembling the workplace. Learners can enter the types of evidence they are presenting for assessment and the submission date against each assessment criterion. Alternatively, centre documentation should be used to record this information.
UN
IT 1
: D
EVELO
P A P
LAN
FO
R F
UN
DRAIS
ING
ACTIV
ITIE
S
AP029621 –
Spec
ific
atio
n –
Edex
cel BTEC L
evel
3 A
war
d a
nd C
ertifica
te in
Cam
paig
nin
g,
Fundra
isin
g P
ract
ice
and V
olu
nte
er M
anag
emen
t (Q
CF)
–
Nove
mber
2011
© P
ears
on E
duca
tion L
imited
2011
42
Lear
nin
g ou
tcom
es a
nd a
sses
smen
t cr
iter
ia
Learn
ing
ou
tco
mes
Ass
ess
men
t cr
iteri
a
Evid
en
ce
typ
e
Po
rtfo
lio
re
fere
nce
D
ate
1.1
Confirm
res
ponsi
bili
ties
and t
arget
s fo
r fu
ndra
isin
g
1.2
Est
ablis
h t
imes
cale
s and o
bje
ctiv
es f
or
fundra
isin
g
1.3
Id
entify
res
ourc
es r
equired
for
fundra
isin
g
1.4
Res
earc
h r
ecen
t lo
cal per
form
ance
in a
spec
ific
fo
rm o
f fu
ndra
isin
g
1.5
Res
earc
h p
oss
ible
loca
l donors
in a
spec
ific
form
of
fundra
isin
g
1
Be
able
to p
repar
e to
dev
elop a
fu
ndra
isin
g p
lan
1.6
Ref
er t
o t
he
Inst
itute
of
Fundra
isin
g’s
codes
of
pra
ctic
e w
hen
pre
par
ing t
he
pla
n
2.1
Agre
e fu
ndra
isin
g p
riori
ties
with c
olle
agues
and
stak
ehold
ers
2.2
Id
entify
inte
rnal
and e
xter
nal
sourc
es f
or
net
work
ing
2.3
Co-o
rdin
ate
work
with c
olle
agues
to a
void
duplic
atio
n
2.4
Id
entify
appro
priat
e fu
ndra
isin
g o
pport
unitie
s an
d
pote
ntial
support
ers
with c
olle
agues
and
stak
ehold
ers
2
Be
able
to d
evel
op a
fundra
isin
g p
lan
with c
olle
agues
and o
ther
st
akeh
old
ers
2.5
Consu
lt w
ith c
olle
agues
and s
take
hold
ers
to
confirm
a c
ase
for
support
UN
IT 1
: D
EVELO
P A P
LAN
FO
R F
UN
DRAIS
ING
ACTIV
ITIE
S
AP029621 –
Spec
ific
atio
n –
Edex
cel BTEC L
evel
3 A
war
d a
nd C
ertifica
te in
Cam
paig
nin
g,
Fundra
isin
g P
ract
ice
and V
olu
nte
er M
anag
emen
t (Q
CF)
–
Nove
mber
2011
© P
ears
on E
duca
tion L
imited
2011
43
Learn
ing
ou
tco
mes
Ass
ess
men
t cr
iteri
a
Evid
en
ce
typ
e
Po
rtfo
lio
re
fere
nce
D
ate
2.6
Art
icula
te a
cas
e fo
r su
pport
to t
he
rele
vant
colle
agues
and s
take
hold
ers
2.7
Sel
ect
and just
ify
tec
hniq
ues
and a
ppro
aches
to
be
use
d d
uring f
undra
isin
g a
ctiv
itie
s
2.8
Id
entify
appro
priat
e w
ays
to c
om
munic
ate
and
ask
for
support
2.9
Agre
e a
fundra
isin
g p
lan w
ith c
olle
agues
and
stak
ehold
ers
3.1
Ensu
re a
pla
n m
eets
rel
evan
t polic
ies
and
pra
ctic
es
3
Be
able
to t
est
a fu
ndra
isin
g p
lan
3.2
Agre
e w
ith r
elev
ant
colle
agues
and s
take
hold
ers
that
a p
lan is
achie
vable
with t
he
reso
urc
es
avai
lable
for
imple
men
tation
Lear
ner
nam
e:__________________________________________
D
ate:
___________________________
Lear
ner
sig
nat
ure
:_______________________________________
D
ate:
___________________________
Ass
esso
r si
gnat
ure
:______________________________________
D
ate:
___________________________
Inte
rnal
ver
ifie
r si
gnatu
re:
________________________________
(i
f sa
mple
d)
Dat
e:___________________________
AP029621 – Specification – Edexcel BTEC Level 3 Award and Certificate in Campaigning, Fundraising Practice and Volunteer Management (QCF) –
November 2011 © Pearson Education Limited 2011
44
UNIT 2: MAINTAIN AND ENHANCE RELATIONSHIPS WITH SUPPORTERS OF YOUR CAUSE
AP029621 – Specification – Edexcel BTEC Level 3 Award and Certificate in Campaigning, Fundraising Practice and Volunteer Management (QCF) – November 2011 © Pearson Education Limited 2011
45
Unit 2: Maintain and enhance relationships with supporters of your cause
Unit reference number: T/503/1541
QCF level: Level 3
Credit value: 6
Guided learning hours: 6
Assessment methodology
This unit is assessed in the workplace or in conditions resembling the workplace. Learners can enter the types of evidence they are presenting for assessment and the submission date against each assessment criterion. Alternatively, centre documentation should be used to record this information.
UN
IT 2
: M
AIN
TAIN
AN
D E
NH
AN
CE R
ELA
TIO
NSH
IPS W
ITH
SU
PPO
RTERS O
F YO
UR C
AU
SE
AP029621 –
Spec
ific
atio
n –
Edex
cel BTEC L
evel
3 A
war
d a
nd C
ertifica
te in
Cam
paig
nin
g,
Fundra
isin
g P
ract
ice
and V
olu
nte
er M
anag
emen
t (Q
CF)
–
Nove
mber
2011
© P
ears
on E
duca
tion L
imited
2011
46
Lear
nin
g ou
tcom
es a
nd a
sses
smen
t cr
iter
ia
Learn
ing
ou
tco
mes
Ass
ess
men
t cr
iteri
a
Evid
en
ce
typ
e
Po
rtfo
lio
re
fere
nce
D
ate
1.1
Exp
lain
the
aim
s, e
thic
s, c
ulture
, pas
t his
tory
and
mis
sion o
f a
fundra
isin
g o
rgan
isat
ion
1.2
D
escr
ibe
the
types
of
support
ers
of a
fundra
isin
g
org
anis
atio
n
1.3
Exp
lain
how
to iden
tify
tre
nds
in t
he
types
and
leve
ls o
f su
pport
1.4
Exp
lain
rea
sons
why
peo
ple
support
a s
pec
ific
fu
ndra
isin
g o
rgan
isat
ion
1.5
Sum
mar
ise
the
most
effec
tive
way
s of
mai
nta
inin
g r
ecord
s on s
upport
ers
1
Under
stan
d s
upport
ers
of
a ca
use
1.6
D
escr
ibe
the
met
hods
use
d t
o m
ainta
in e
xist
ing
support
2.1
Id
entify
the
info
rmat
ion r
equired
to info
rm
support
er s
trat
egie
s
2.2
U
se s
yste
ms
for
hold
ing s
upport
er info
rmat
ion
2.3
M
ainta
in s
upport
er r
ecor
ds
in a
ccor
dan
ce w
ith
legis
lation,
regula
tions,
codes
of
pra
ctic
e an
d
org
anis
atio
nal
req
uirem
ents
2.4
Anal
yse
tren
ds
in t
he
types
and lev
el o
f su
ppor
t re
ceiv
ed
2.5
Sugges
t new
or
alte
rnat
ive
met
hods
of
mai
nta
inin
g e
xist
ing s
upport
2
Be
able
to m
ainta
in e
xist
ing lev
els
of
support
2.6
Com
munic
ate
with e
xist
ing s
upport
ers
in w
ays
that
pro
mote
com
mitm
ent
and p
osi
tive
rel
atio
ns
UN
IT 2
: M
AIN
TAIN
AN
D E
NH
AN
CE R
ELA
TIO
NSH
IPS W
ITH
SU
PPO
RTERS O
F YO
UR C
AU
SE
AP029621 –
Spec
ific
atio
n –
Edex
cel BTEC L
evel
3 A
war
d a
nd C
ertifica
te in
Cam
paig
nin
g,
Fundra
isin
g P
ract
ice
and V
olu
nte
er M
anag
emen
t (Q
CF)
–
Nove
mber
2011
© P
ears
on E
duca
tion L
imited
2011
47
Learn
ing
ou
tco
mes
Ass
ess
men
t cr
iteri
a
Evid
en
ce
typ
e
Po
rtfo
lio
re
fere
nce
D
ate
3.1
Exp
lain
the
import
ance
of
a cl
ear
and
com
pre
hen
sive
support
er d
evel
opm
ent
pla
n
3.2
Exp
lain
the
impac
t of
legis
lation,
regula
tions
and
codes
of
pra
ctic
e on s
upport
er d
evel
opm
ent
3.3
Exp
lain
wher
e to
fin
d info
rmat
ion o
n r
elev
ant
legis
lation,
regula
tions
and c
odes
of
pra
ctic
e
3.4
D
escr
ibe
com
mon m
otive
s fo
r in
div
idual
giv
ing
beh
avio
ur
and long-t
erm
support
3.5
Eva
luat
e diffe
rent
types
of
com
munic
atio
n
chan
nel
s fo
r lia
isin
g w
ith s
upport
ers
3.6
Exp
lain
the
import
ance
of
pro
filin
g,
segm
enta
tion,
test
ing a
nd t
arget
ing
3.7
Exp
lain
how
to d
eal w
ith r
eques
ts f
or
support
3
Know
how
to m
ainta
in a
nd d
evel
op
support
3.8
Exp
lain
the
import
ance
of
iden
tify
ing p
erfo
rman
ce
ben
chm
arks
for
mai
nta
inin
g a
nd d
evel
opin
g
support
UN
IT 2
: M
AIN
TAIN
AN
D E
NH
AN
CE R
ELA
TIO
NSH
IPS W
ITH
SU
PPO
RTERS O
F YO
UR C
AU
SE
AP029621 –
Spec
ific
atio
n –
Edex
cel BTEC L
evel
3 A
war
d a
nd C
ertifica
te in
Cam
paig
nin
g,
Fundra
isin
g P
ract
ice
and V
olu
nte
er M
anag
emen
t (Q
CF)
–
Nove
mber
2011
© P
ears
on E
duca
tion L
imited
2011
48
Learn
ing
ou
tco
mes
Ass
ess
men
t cr
iteri
a
Evid
en
ce
typ
e
Po
rtfo
lio
re
fere
nce
D
ate
4.1
D
evel
op o
pport
unitie
s fo
r gat
her
ing s
upport
4.2
D
escr
ibe
tech
niq
ues
to m
ainta
in
support
er
inte
rest
4.3
Enab
le s
upport
ers
to c
omm
ent
on t
he
freq
uen
cy
of
conta
ct w
ith t
he
fundra
isin
g o
rgan
isat
ion
4.4
M
anag
e re
ques
ts for
support
incl
udin
g s
upport
ers
upgra
din
g t
hei
r giv
ing
4.5
Ass
ess
the
valu
e of
diffe
rent
types
of
support
er
4
Be
able
to m
ainta
in a
nd d
evel
op
support
4.6
Id
entify
wher
e su
pport
er s
atis
fact
ion c
ould
be
impro
ved
Lear
ner
nam
e:__________________________________________
D
ate:
___________________________
Lear
ner
sig
nat
ure
:_______________________________________
D
ate:
___________________________
Ass
esso
r si
gnat
ure
:______________________________________
D
ate:
___________________________
Inte
rnal
ver
ifie
r si
gnatu
re:
________________________________
(i
f sa
mple
d)
Dat
e:___________________________
AP029621 – Specification – Edexcel BTEC Level 3 Award and Certificate in Campaigning, Fundraising Practice and Volunteer Management (QCF) – November 2011 © Pearson Education Limited 2011
49
Award/Certificate in Volunteer
Management
AP029621 – Specification – Edexcel BTEC Level 3 Award and Certificate in Campaigning, Fundraising Practice and Volunteer Management (QCF) –
November 2011 © Pearson Education Limited 2011
50
AP029621 – Specification – Edexcel BTEC Level 3 Award and Certificate in Campaigning, Fundraising Practice and Volunteer Management (QCF) – November 2011 © Pearson Education Limited 2011
51
Mandatory units
AP029621 – Specification – Edexcel BTEC Level 3 Award and Certificate in Campaigning, Fundraising Practice and Volunteer Management (QCF) –
November 2011 © Pearson Education Limited 2011
52
UNIT 1: SUPERVISE AND SUPPORT VOLUNTEERS
AP029621 – Specification – Edexcel BTEC Level 3 Award and Certificate in Campaigning, Fundraising Practice and Volunteer Management (QCF) – November 2011 © Pearson Education Limited 2011
53
Unit 1: Supervise and support volunteers
Unit reference number: Y/602/5290
QCF level: Level 3
Credit value: 6
Guided learning hours: 24
Assessment methodology
This unit is assessed in the workplace or in conditions resembling the workplace. Learners can enter the types of evidence they are presenting for assessment and the submission date against each assessment criterion. Alternatively, centre documentation should be used to record this information.
UN
IT 1
: S
UPERVIS
E A
ND
SU
PPO
RT V
OLU
NTEERS
AP029621 –
Spec
ific
atio
n –
Edex
cel BTEC L
evel
3 A
war
d a
nd C
ertifica
te in
Cam
paig
nin
g,
Fundra
isin
g P
ract
ice
and V
olu
nte
er M
anag
emen
t (Q
CF)
–
Nove
mber
2011
© P
ears
on E
duca
tion L
imited
2011
54
Lear
nin
g ou
tcom
es a
nd a
sses
smen
t cr
iter
ia
Learn
ing
ou
tco
mes
Ass
ess
men
t cr
iteri
a
Evid
en
ce
typ
e
Po
rtfo
lio
re
fere
nce
D
ate
1.1
Ass
ess
the
skill
s an
d a
ctiv
itie
s of
volu
nte
ers.
1.2
Id
entify
met
hods
for
impro
ving t
he
effe
ctiv
enes
s of
volu
nte
er s
kills
.
1.3
Agre
e a
skill
s dev
elopm
ent
pla
n for
spec
ifie
d
volu
nte
ers
1.4
Id
entify
when
volu
nte
ers
may
nee
d a
dditio
nal
su
pport
1
Know
how
to e
nco
ura
ge
the
dev
elopm
ent
of vo
lunte
ers.
1.5
Agre
e a
pla
n f
or
acce
ssin
g a
ppro
priat
e ad
ditio
nal
su
pport
if
required
2.1
Exp
lain
how
to p
rom
ote
a c
ulture
of posi
tive
dev
elopm
ent
and lea
rnin
g
2.2
Id
entify
the
impac
t of a
bla
me
culture
and e
xpla
in
how
a b
lam
e cu
lture
mig
ht
affe
ct m
otiva
tion a
nd
per
sonal
dev
elopm
ent
2.3
Exp
lain
how
to e
nco
ura
ge
reflec
tion a
nd o
bje
ctiv
e fe
edbac
k
2
Be
able
to p
rovi
de
appro
priat
e an
d
effe
ctiv
e su
pport
to v
olu
nte
ers
2.4
G
ive
posi
tive
and c
onst
ruct
ive
feed
bac
k
UN
IT 1
: S
UPERVIS
E A
ND
SU
PPO
RT V
OLU
NTEERS
AP029621 –
Spec
ific
atio
n –
Edex
cel BTEC L
evel
3 A
war
d a
nd C
ertifica
te in
Cam
paig
nin
g,
Fundra
isin
g P
ract
ice
and V
olu
nte
er M
anag
emen
t (Q
CF)
–
Nove
mber
2011
© P
ears
on E
duca
tion L
imited
2011
55
Learn
ing
ou
tco
mes
Ass
ess
men
t cr
iteri
a
Evid
en
ce
typ
e
Po
rtfo
lio
re
fere
nce
D
ate
3.1
Eva
luat
e an
d r
ecord
the
achie
vem
ents
of
volu
nte
ers
3.2
Id
entify
way
s of
cele
bra
ting t
he
achie
vem
ents
of
volu
nte
ers
3
Be
able
to e
valu
ate
volu
nte
er
activi
ties
and a
chie
vem
ents
in a
co
nst
ruct
ive
man
ner
.
3.3
Id
entify
how
to
enco
ura
ge
and m
otiv
ate
volu
nte
ers
4.1
Exp
lain
the
purp
ose
of fe
edbac
k in
support
ing t
he
role
of
the
volu
nte
er
4.2
Id
entify
suitab
le o
pport
unitie
s to
exc
han
ge
feed
bac
k w
ith v
olu
nte
ers
4
Under
stan
d h
ow
to c
om
munic
ate
and e
xchan
ge
feed
bac
k w
ith
volu
nte
ers.
4.3
Pr
ovi
de
and r
ecord
effec
tive
and a
ppro
priat
e fe
edbac
k to
volu
nte
ers
Lear
ner
nam
e:__________________________________________
D
ate:
___________________________
Lear
ner
sig
nat
ure
:_______________________________________
D
ate:
___________________________
Ass
esso
r si
gnat
ure
:______________________________________
D
ate:
___________________________
Inte
rnal
ver
ifie
r si
gnatu
re:
________________________________
(i
f sa
mple
d)
Dat
e:___________________________
AP029621 – Specification – Edexcel BTEC Level 3 Award and Certificate in Campaigning, Fundraising Practice and Volunteer Management (QCF) –
November 2011 © Pearson Education Limited 2011
56
UNIT 2: SET OBJECTIVES AND PROVIDE SUPPORT FOR TEAM MEMBERS
AP029621 – Specification – Edexcel BTEC Level 3 Award and Certificate in Campaigning, Fundraising Practice and Volunteer Management (QCF) – November 2011 © Pearson Education Limited 2011
57
Unit 2: Set objectives and provide support for team members
Unit reference number: M/600/9600
QCF level: Level 3
Credit value: 5
Guided learning hours: 35
Assessment methodology
This unit is assessed in the workplace or in conditions resembling the workplace. Learners can enter the types of evidence they are presenting for assessment and the submission date against each assessment criterion. Alternatively, centre documentation should be used to record this information.
UN
IT 2
: S
ET O
BJE
CTIV
ES A
ND
PRO
VID
E S
UPPO
RT F
OR T
EAM
MEM
BERS
AP029621 –
Spec
ific
atio
n –
Edex
cel BTEC L
evel
3 A
war
d a
nd C
ertifica
te in
Cam
paig
nin
g,
Fundra
isin
g P
ract
ice
and V
olu
nte
er M
anag
emen
t (Q
CF)
–
Nove
mber
2011
© P
ears
on E
duca
tion L
imited
2011
58
Lear
nin
g ou
tcom
es a
nd a
sses
smen
t cr
iter
ia
Learn
ing
ou
tco
mes
Ass
ess
men
t cr
iteri
a
Evid
en
ce
typ
e
Po
rtfo
lio
re
fere
nce
D
ate
1.1
D
escr
ibe
the
purp
ose
of
a te
am
1.2
Set
tea
m o
bje
ctiv
es w
ith its
mem
ber
s w
hic
h a
re
SM
ART (
Spec
ific
, M
easu
rable
, Ach
ieva
ble
, Rea
listic
and T
ime-
bound)
1
Be
able
to c
om
munic
ate
a te
am’s
purp
ose
and o
bje
ctiv
es t
o t
he
team
m
ember
s.
1.3
Com
munic
ate
the
team
’s p
urp
ose
and o
bje
ctiv
es
to its
mem
ber
s
2.1
D
iscu
ss w
ith t
eam
mem
ber
s how
tea
m o
bje
ctiv
es
will
be
met
2.2
Ensu
re t
eam
mem
ber
s par
tici
pat
e in
the
pla
nnin
g
pro
cess
and t
hin
k cr
eative
ly
2.3
D
evel
op p
lans
to m
eet
team
obje
ctiv
es
2
Be
able
to d
evel
op a
pla
n w
ith t
eam
m
ember
s sh
ow
ing h
ow
tea
m
obje
ctiv
es w
ill b
e m
et.
2.4
Set
SM
ART p
erso
nal
wor
k obje
ctiv
es w
ith t
eam
m
ember
s
3.1
Id
entify
opport
unitie
s an
d d
ifficu
ltie
s fa
ced b
y te
am m
ember
s
3.2
D
iscu
ss iden
tified
oppor
tunitie
s an
d d
ifficu
ltie
s w
ith t
eam
mem
ber
s
3.3
Pr
ovi
de
advi
ce a
nd s
upport
to t
eam
mem
ber
s to
ove
rcom
e id
entified
difficu
ltie
s an
d c
hal
lenges
3
Be
able
to s
upport
tea
m m
ember
s id
entify
ing o
pport
unitie
s an
d
pro
vidin
g s
upport
.
3.4
Pr
ovi
de
advi
ce a
nd s
upport
to t
eam
mem
ber
s to
m
ake
the
most
of
iden
tified
opport
unitie
s
UN
IT 2
: S
ET O
BJE
CTIV
ES A
ND
PRO
VID
E S
UPPO
RT F
OR T
EAM
MEM
BERS
AP029621 –
Spec
ific
atio
n –
Edex
cel BTEC L
evel
3 A
war
d a
nd C
ertifica
te in
Cam
paig
nin
g,
Fundra
isin
g P
ract
ice
and V
olu
nte
er M
anag
emen
t (Q
CF)
–
Nove
mber
2011
© P
ears
on E
duca
tion L
imited
2011
59
Learn
ing
ou
tco
mes
Ass
ess
men
t cr
iteri
a
Evid
en
ce
typ
e
Po
rtfo
lio
re
fere
nce
D
ate
4.1
M
onitor
and e
valu
ate
indiv
idual
and t
eam
ac
tivi
ties
and p
rogre
ss
4
Be
able
to m
onitor
and e
valu
ate
pro
gre
ss a
nd r
ecognis
e in
div
idual
an
d t
eam
ach
ieve
men
t.
4.2
Pro
vide
reco
gnitio
n w
hen
indiv
idual
and t
eam
obje
ctiv
es h
ave
bee
n a
chie
ved
Lear
ner
nam
e:__________________________________________
D
ate:
___________________________
Lear
ner
sig
nat
ure
:_______________________________________
D
ate:
___________________________
Ass
esso
r si
gnat
ure
:______________________________________
D
ate:
___________________________
Inte
rnal
ver
ifie
r si
gnatu
re:
________________________________
(i
f sa
mple
d)
Dat
e:___________________________
AP029621 – Specification – Edexcel BTEC Level 3 Award and Certificate in Campaigning, Fundraising Practice and Volunteer Management (QCF) –
November 2011 © Pearson Education Limited 2011
60
Further information
Our customer service numbers are:
BTEC and NVQ 0844 576 0026
GCSE 0844 576 0027
GCE 0844 576 0025
The Diploma 0844 576 0028
DiDA and other qualifications 0844 576 0031
Calls may be recorded for training purposes.
Useful publications
Related information and publications include:
Centre Handbook for Edexcel QCF NVQs and Competence-based Qualifications published annually
Functional Skills publications – specifications, tutor support materials and question papers
Regulatory Arrangements for the Qualification and Credit Framework (published by Ofqual, August 2008)
the current Edexcel publications catalogue and update catalogue.
Edexcel publications concerning the Quality Assurance System and the internal and standards verification of vocationally related programmes can be found on the Edexcel website.
NB: Some of our publications are priced. There is also a charge for postage and packing. Please check the cost when you order.
AP029621 – Specification – Edexcel BTEC Level 3 Award and Certificate in Campaigning, Fundraising Practice and Volunteer Management (QCF) – November 2011 © Pearson Education Limited 2011
61
Professional development and training
Edexcel supports UK and international customers with training related to NVQ and BTEC qualifications. This support is available through a choice of training options offered in our published training directory or through customised training at your centre.
The support we offer focuses on a range of issues including:
planning for the delivery of a new programme
planning for assessment and grading
developing effective assignments
building your team and teamwork skills
developing student-centred learning and teaching approaches
building functional skills into your programme
building effective and efficient quality assurance systems.
The national programme of training we offer can be viewed on our website (www.edexcel.com/training). You can request customised training through the website or by contacting one of our advisers in the Training from Edexcel team via Customer Services to discuss your training needs.
The training we provide:
is active
is designed to be supportive and thought provoking
builds on best practice
may be suitable for those seeking evidence for their continuing professional development.
AP029621 – Specification – Edexcel BTEC Level 3 Award and Certificate in Campaigning, Fundraising Practice and Volunteer Management (QCF) –
November 2011 © Pearson Education Limited 2011
62
AP029621 – Specification – Edexcel BTEC Level 3 Award and Certificate in Campaigning, Fundraising Practice and Volunteer Management (QCF) – November 2011 © Pearson Education Limited 2011
63
Annexe A: Quality assurance
Key principles of quality assurance
A centre delivering Edexcel qualifications must be an Edexcel recognised centre and must have approval for qualifications that it is offering.
The centre agrees, as part of gaining recognition, to abide by specific terms and conditions relating to the effective delivery and quality assurance of assessment. The centre must abide by these conditions throughout the period of delivery.
Edexcel makes available to approved centres a range of materials and opportunities to exemplify the processes required for effective assessment and provide examples of effective standards. Approved centres must use the guidance on assessment to ensure that staff who are delivering Edexcel qualifications are applying consistent standards.
An approved centre must follow agreed protocols for: standardisation of assessors; planning, monitoring and recording of assessment processes; internal verification and recording of internal verification processes and dealing with special circumstances, appeals and malpractice.
Quality assurance processes
The approach to quality assured assessment is made through a partnership between a recognised centre and Edexcel. Edexcel is committed to ensuring that it follows best practice and employs appropriate technology to support quality assurance processes where practicable. The specific arrangements for working with centres will vary. Edexcel seeks to ensure that the quality-assurance processes it uses do not inflict undue bureaucratic processes on centres, and works to support them in providing robust quality-assurance processes.
The learning outcomes and assessment criteria in each unit within this specification set out the standard to be achieved by each learner in order to gain each qualification. Edexcel operates a quality-assurance process, designed to ensure that these standards are maintained by all assessors and verifiers.
For the purposes of quality assurance, all individual qualifications and units are considered as a whole. Centres offering these qualifications must be committed to ensuring the quality of the units and qualifications they offer, through effective standardisation of assessors and internal verification of assessor decisions. Centre quality assurance and assessment processes are monitored by Edexcel.
AP029621 – Specification – Edexcel BTEC Level 3 Award and Certificate in Campaigning, Fundraising Practice and Volunteer Management (QCF) –
November 2011 © Pearson Education Limited 2011
64
The Edexcel quality-assurance processes will involve:
gaining centre recognition and qualification approval if a centre is not currently approved to offer Edexcel qualifications
annual visits to centres by Edexcel for quality review and development of overarching processes and quality standards. Quality review and development visits will be conducted by an Edexcel quality development reviewer
annual visits by occupationally competent and qualified Edexcel Standards Verifiers for sampling of internal verification and assessor decisions for the occupational sector
the provision of support, advice and guidance towards the achievement of National Occupational Standards.
Centres are required to declare their commitment to ensuring quality and appropriate opportunities for learners that lead to valid and accurate assessment outcomes. In addition, centres will commit to undertaking defined training and online standardisation activities.
AP029621 – Specification – Edexcel BTEC Level 3 Award and Certificate in Campaigning, Fundraising Practice and Volunteer Management (QCF) – November 2011 © Pearson Education Limited 2011
65
Annexe B: Centre certification and registration
Edexcel Standards Verifiers will provide support, advice and guidance to centres to achieve Direct Claims Status (DCS). Edexcel will maintain the integrity of Edexcel QCF qualifications through ensuring that the awarding of these qualifications is secure. Where there are quality issues identified in the delivery of programmes, Edexcel will exercise the right to:
direct centres to take action
limit or suspend certification
suspend registration.
The approach of Edexcel in such circumstances is to work with the centre to overcome the problems identified. If additional training is required, Edexcel will aim to secure the appropriate expertise to provide this.
What are the access arrangements and special considerations for the qualifications in this specification?
Centres are required to recruit learners to Edexcel qualifications with integrity.
Appropriate steps should be taken to assess each applicant’s potential and a professional judgement should be made about their ability to successfully complete the programme of study and achieve the qualification. This assessment will need to take account of the support available to the learner within the centre during their programme of study and any specific support that might be necessary to allow the learner to access the assessment for the qualification. Centres should consult Edexcel’s policy on learners with particular requirements.
Edexcel’s policy on access arrangements and special considerations for Edexcel qualifications aims to enhance access to the qualifications for learners with disabilities and other difficulties (as defined by the Equality Act 2010) without compromising the assessment of skills, knowledge, understanding or competence. Please refer to the Edexcel’s Equality Policy for further details.
www.edexcel.com/policies/Pages/home.aspx
AP029621 – Specification – Edexcel BTEC Level 3 Award and Certificate in Campaigning, Fundraising Practice and Volunteer Management (QCF) –
November 2011 © Pearson Education Limited 2011
66
AP029621 –
Spec
ific
atio
n –
Edex
cel BTEC L
evel
3 A
war
d a
nd C
ertifica
te in
Cam
paig
nin
g,
Fundra
isin
g P
ract
ice
and V
olu
nte
er M
anag
emen
t (Q
CF)
–
Nove
mber
2011
© P
ears
on E
duca
tion L
imited
2011
67
Annex
e C
: A
sses
smen
t gu
idan
ce
Skills
– T
hir
d S
ecto
r Q
CF A
sses
smen
t G
uid
ance
1
Intr
oduct
ion
1.1
Ski
lls –
Third S
ecto
r is
the
stra
tegic
body
for
dev
elopin
g s
kills
in c
har
itie
s, s
oci
al e
nte
rpri
ses
and v
olu
nta
ry a
nd
com
munity
org
anis
ations.
We
wan
t to
mak
e it e
asie
r fo
r vo
lunta
ry a
nd c
om
munity
org
anis
ations
and s
oci
al e
nte
rprise
s to
hav
e th
e right
skill
s to
make
a d
iffe
rence
to p
eople
in t
hei
r co
mm
unitie
s.
As
a p
art
of th
is t
ask,
we
have
a r
esponsi
bili
ty t
o s
upport
and e
nco
ura
ge
the
bes
t poss
ible
qual
ity
of
lear
nin
g a
nd
asse
ssm
ent
in a
ccre
dited
lea
rnin
g p
rovi
sion r
elev
ant
to k
ey o
ccupat
ional ro
les
in v
olu
nta
ry,
com
munity
and s
oci
al
ente
rpri
se o
rgan
isat
ions.
1.2
This
docu
men
t aim
s to
pro
vide
guid
ance
and e
nco
ura
ge
bes
t as
sess
men
t pra
ctic
e fr
om
ass
essm
ent
centr
es a
nd A
war
din
g
Org
anis
atio
ns.
The
info
rmation is
inte
nded
to s
upport
the
qual
ity
ass
ura
nce
pro
cess
es o
f Aw
ardin
g O
rgan
isat
ions
that
off
er q
ualif
icat
ions
in t
he
sect
or,
and s
hould
be
read
alo
ngsi
de
thes
e. I
t sh
ould
als
o b
e re
ad a
longsi
de
indiv
idual
unit
asse
ssm
ent
requirem
ents
.
1.3
The
guid
ance
will
pro
mote
a c
onsi
sten
t appro
ach
to t
hose
ele
men
ts o
f ass
essm
ent
whic
h r
equire
furt
her
inte
rpre
tation
and d
efin
itio
n,
and s
upport
sec
tor
confiden
ce in t
he
new
arr
angem
ents
.
2
Ass
essm
ent
Guid
ance
2.1
Le
arn
ers
should
be
enable
d t
o c
om
ple
te,
wher
ever
poss
ible
, re
al w
ork
act
ivitie
s th
at p
rovi
de
both
evi
den
ce o
f under
pin
nin
g k
now
ledge
and e
viden
ce o
f co
mpet
ence
to d
emonst
rate
they
have
met
the
lear
nin
g o
utc
om
es a
nd
asse
ssm
ent
criter
ia o
f th
e Q
CF
unit a
nd t
hat
they
are
com
pet
ent
in r
elat
ion t
o t
he
NO
S.
2.3
Ski
lls –
Thir
d S
ecto
r en
coura
ges
incl
usi
on o
f th
e dir
ect
obse
rvation o
f pra
ctic
e, o
r fe
edbac
k fr
om
an e
xper
t w
itnes
s, in t
he
asse
ssm
ent
of co
mpet
ence
bas
ed lea
rnin
g o
utc
om
es.
AP029621 –
Spec
ific
atio
n –
Edex
cel BTEC L
evel
3 A
war
d a
nd C
ertifica
te in
Cam
paig
nin
g,
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isin
g P
ract
ice
and V
olu
nte
er M
anag
emen
t (Q
CF)
–
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mber
2011
© P
ears
on E
duca
tion L
imited
2011
68
2.4
Sim
ula
tion is
not
to b
e utilis
ed a
s an
ass
essm
ent
met
hod for
com
pet
ence
bas
ed lea
rnin
g o
utc
om
es e
xcep
t w
her
e natu
rally
occ
urr
ing o
pport
unitie
s are
rar
e or
unav
aila
ble
. The
unit a
sses
smen
t re
quir
emen
ts w
ill n
orm
ally
iden
tify
cir
cum
stan
ces
wher
e th
is is
acce
pta
ble
. Any
inst
ance
s w
her
e si
mula
tion is
bei
ng u
sed s
hould
be
appro
ved in a
dva
nce
by
the
Aw
ard
ing
Org
anis
atio
n.
2.5
Ass
essm
ent
of kn
ow
ledge
base
d lea
rnin
g o
utc
om
es (
e.g.
those
beg
innin
g w
ith ‘kn
ow
’ or
‘under
stan
d’ or
‘be
able
to
expla
in’)
should
be
linke
d t
o r
eal w
ork
act
ivitie
s w
her
ever
poss
ible
.
2.6
Ass
essm
ent
dec
isio
ns
for
know
ledge
bas
ed lea
rnin
g o
utc
om
es s
hould
be
mad
e by
an a
sses
sor
qual
ifie
d t
o m
ake
as
sess
men
t dec
isio
ns
who is
also
occ
upational
ly k
now
ledgea
ble
.
2.7
Continuin
g p
rofe
ssio
nal
dev
elopm
ent
of all
asse
ssors
should
be
enco
ura
ged
. Ass
esso
rs w
ork
ing t
ow
ards
appro
pri
ate
asse
ssor
qual
ific
atio
ns
or
occ
upat
ional
ly r
elev
ant
qual
ific
atio
ns
should
be
enco
ura
ged
and s
upport
ed b
y m
ore
exp
erie
nce
d
asse
ssors
or
inte
rnal
ver
ifie
rs.
Wher
e ass
esso
rs a
re n
ot
yet
fully
qualif
ied,
thei
r ass
essm
ent
dec
isio
ns
should
be
sam
ple
d
or
chec
ked a
ccord
ing t
o A
ward
ing O
rgan
isation g
uid
ance
pro
vided
to a
sses
smen
t ce
ntr
es.
3
Inte
rnal
Qual
ity
Ass
ura
nce
3.1
In
tern
al q
ual
ity
ass
ura
nce
is
key
to e
nsu
ring t
hat
the
asse
ssm
ent
of ev
iden
ce f
or
units
is o
f a c
onsi
sten
t an
d a
ppro
priat
e qual
ity.
The
inte
grity
of ass
essm
ent
and v
erific
atio
n p
ract
ices
is
of utm
ost
im
port
ance
to e
nsu
re t
hat
indiv
idual
lea
rner
ac
hie
vem
ent
is p
roper
ly a
sses
sed a
nd r
ecognis
ed.
It is
equal
ly im
port
ant
in m
ainta
inin
g t
he
relia
bili
ty a
nd v
alue
of th
e qual
ific
ations
ach
ieve
d.
3.2
Those
car
ryin
g o
ut
inte
rnal
qual
ity
assu
rance
should
be
know
ledgea
ble
in t
he
occ
upational
are
a t
hey
are
ass
uring a
nd b
e qual
ifie
d t
o m
ake
ass
ura
nce
dec
isio
ns.
3.3
Aw
ardin
g O
rgan
isat
ions
and a
sses
smen
t ce
ntr
es a
re e
nco
ura
ged
to d
evel
op a
nd s
upport
face
to face
or
virt
ual
ass
esso
r net
work
s to
enco
ura
ge
a sh
arin
g o
f re
leva
nt
know
ledge
and s
kills
that
can e
nhan
ce t
he
valid
ity
and r
elia
bili
ty o
f as
sess
men
t pra
ctic
e. W
her
e pra
ctic
able
, Ski
lls –
Thir
d S
ecto
r w
ill look
for
way
s to
enco
ura
ge
such
net
work
s fo
r th
ose
w
ork
ing w
ith lea
rner
s fr
om
third s
ecto
r org
anis
atio
ns
or
under
taki
ng r
elev
ant
qual
ific
ations
via
the
Nat
ional Ski
lls
Net
work
s, c
urr
ently
under
dev
elopm
ent.
AP029621 –
Spec
ific
atio
n –
Edex
cel BTEC L
evel
3 A
war
d a
nd C
ertifica
te in
Cam
paig
nin
g,
Fundra
isin
g P
ract
ice
and V
olu
nte
er M
anag
emen
t (Q
CF)
–
Nove
mber
2011
© P
ears
on E
duca
tion L
imited
2011
69
4
Glo
ssar
y
4.1
O
ccu
pati
on
all
y c
om
pete
nt:
O
ccupat
ional
ly c
om
pet
ent
ass
esso
rs s
hould
have
both
the
know
ledge
and t
he
com
pet
ence
nee
ded
to c
arr
y out
the
activi
ties
they
are
ass
essi
ng.
They
should
als
o u
nder
stan
d t
he
work
envi
ronm
ent
in w
hic
h t
he
lear
ner
is
oper
atin
g [
for
exam
ple
, th
e co
nte
xt o
f w
ork
ing in a
volu
nta
ry o
rganis
atio
n].
It
is e
xpec
ted t
hat
they
will
engage
in r
egula
r co
ntinuin
g
lear
nin
g a
nd p
rofe
ssio
nal
dev
elopm
ent
to k
eep t
hei
r occ
upat
ional
know
ledge
and s
kills
up t
o d
ate
.
4.2
O
ccu
pati
on
all
y k
no
wle
dg
eab
le:
This
mea
ns
that
each
ass
esso
r sh
ould
poss
ess
rele
vant
know
ledge
and u
nder
stan
din
g,
and b
e ab
le t
o a
sses
s th
is in u
nits
des
igned
to t
est
spec
ific
know
ledge
and u
nder
stan
din
g,
or
in u
nits
wher
e kn
ow
ledge
and u
nder
stan
din
g a
re c
om
ponen
ts
of
com
pet
ency
. This
occ
upat
ional
know
ledge
should
be
mai
nta
ined
reg
ula
rly
thro
ugh c
lear
ly d
emonst
rable
continued
le
arnin
g a
nd p
rofe
ssio
nal
dev
elopm
ent.
4.3
Q
uali
fied
to
make a
ssess
men
t d
eci
sio
ns:
Eac
h a
sses
sor
should
hold
or
be
work
ing t
ow
ards
an a
ppro
pri
ate
asse
ssor
qual
ific
atio
n t
hat
will
equip
them
to m
ake
ap
pro
priat
e an
d c
onsi
sten
t ass
essm
ent
dec
isio
ns.
4.4
Q
uali
fied
to
make q
uali
ty a
ssu
ran
ce d
eci
sio
ns:
Aw
ardin
g O
rgan
isat
ions
will
det
erm
ine
what
will
qual
ify
those
under
taki
ng inte
rnal
qual
ity
ass
ura
nce
to m
ake
dec
isio
ns
about
that
qual
ity
ass
ura
nce
.
4.5
Exp
ert
wit
ness
:
An e
xper
t w
itnes
s, w
ho m
ay
contr
ibute
fee
dbac
k about
lear
ner
com
pet
ence
base
d o
n r
eal w
ork
act
ivitie
s, s
hould
hav
e a
work
ing k
now
ledge
of
the
QCF
units
on w
hic
h t
hey
are
com
men
ting,
be
occ
upat
ional
ly c
om
pet
ent
in t
hei
r ar
ea o
f ex
per
tise
and h
ave
eith
er a
ny
qual
ific
atio
n in a
sses
smen
t of w
ork
pla
ce p
erfo
rman
ce o
r a p
rofe
ssio
nal w
ork
role
whic
h
invo
lves
eva
luat
ing t
he
ever
yday
pra
ctic
e of
staff.
Seb
011111 G
:\W
ORD
PRO
C\L
T\P
D\S
PEC
IALI
ST Q
UALS
\AP0
29621 A
C I
N C
AM
PAIG
NIN
G F
UN
DRAIS
ING
PRACTIC
E A
ND
VO
LUN
TEER M
AN
AG
EM
EN
T.D
OC.1
–74/1
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