www.chameleon-training.co.uk justin@chameleon-training.co.uk @jus_chameleon

In this session Introductions and Welcome The 5 cornerstones of Income Generation Strategic vs Scattergun The Plan Key Messages and Branding Grant and Bid Writing (Loading the Dice) Sources of Funding Resources Summing Up

Doing Nothing.. The Institute for Fiscal Studies suggests schools could face cuts of 12 %

Where to Cut? Where would you advise your Governing Body to make the cuts? Senior Leadership Team Teaching Staff Teaching Support Staff Support Staff Buildings and Maintenance Facilities and Equipment Utilities Extra Curricular Activities

We need a hero!

But how willing are you?! Have the skill, but lack the will! Have the skill and the will Lack both the skill and the will! Lack the skill but very willing 32% 2% 21% 45% Source: SBM Survey, 2017 - Pebble

Lettings & Facility Hire Opportunities There are various routes to generating additional revenue for your school and we can group them into these six categories: CHARITABLE COMMERCIAL Donations Lettings & Facility Hire Grants and Trust Funds Services Sponsorship Clubs and Events

5 Cornerstones of Income Generation Where are we now? – Assessment, SWOT Introduce a plan – Strategy v’s Scattergun Not enough resources? – It’s a team sport! Involve key partners and stakeholders Time to reflect and assess But, there’s no silver bullet…especially with bid writing!

Position Yourself VISION an aspiration for the future GOALS a desire or objective PROJECTS undertakings requiring resource ACTIVITIES specific deeds, actions or events

The Plan “Success is 80% Planning” Andrew Day, Institute of Fundraising 93% of SBM’s agreed it was either “important or very important” to have a Fundraising Plan SBM National Survey (Pebble 2016)

The Plan Only 6% actually had one! The number 1 reason for not having a dedicated Fundraising Plan was lack of time

The Strategic Plan 1. Executive Summary – at a glance, the purpose of your strategy 2. Situational Analysis - SWOT, GAP analysis, assess your environment, specify top level aims 3. Planning - Operational (this year), Business (2-4 yrs), Strategic (4-5 yrs)

The Strategic Plan 4. Programme - Projects, Tactics/Actions, Project Lead & Value, Decision timescales, Impact 5. Resources and budget - we’re all in this together! Garner support from stakeholders. 6. Measure and Reflect – what works and why – remember the value of learning from our mistakes!

Key Messages and Branding Ask Yourself : Who are you trying to attract? What did I learn from my SWOT? What are my messages? Define your values, articulate key messages and tell the story Avoid jargon, focus on the benefits to supporters or funders – meeting their aims Consistency of brand is important

‘Nobody cares how much you know, until they know how much you care’ Start With Why   ‘Nobody cares how much you know, until they know how much you care’                     Theodore Roosevelt

Start With Why All of us know what we do. Most of us know how we do it. A few of us know why we do it. Define your Why. Student results are not the “Why”; they are the result of what you do. People don’t buy what you do, they buy why you do it. www.ted.com

Grant and Bid Writing £1.5 bn available each year for schools to bid for Thousands of trust funds and grants available on a national, regional and local scale But… The percentage of incomplete applications rejected by Awards for All at stage 1…. 45%!

“Directly impact on the wellbeing of children and young people” Grant and Bid Writing Projects most likely to be funded are those that: “Directly impact on the wellbeing of children and young people” “Strategically build on, or sustain the delivery of positive outcomes for children, families and communities.” Coding skills for KS2 & KS3 workshops IT classes for adults and children – mums and dads homework Outdoor gym supporting healthy lifestyles for children and community

Grant and Bid Writing Projects unlikely to be funded are those that: “Serve no specific purpose or have no clear objective in relation to the wellbeing of children, young people and communities.” “Have a sole focus on organisational growth and the accumulation of resources.” Playstations for pupils Equipment for statutory learning practices

Writing the Bid – load the dice Make sure you meet the funders stated priorities – answer the questions! Demonstrate the need Gather evidence of support – parents/ students/ local bodies Demonstrate sustainability

Writing the Bid – load the dice The human story – hearts, minds and impact Show great value for money Use active language – “will..”, “we expect..”, “necessary because..” Use plain English, avoid assumptions

Sources of Grant Funding Foundations, Charitable Trust Funds Grants – such as Lottery Funding Commercial sponsorships Donations – gift aid Local and regional grants Alumni engagement Plus…income generation via lettings, services, clubs and events

Potential Routes to Funding Big Lottery Fund - Awards For All (£10k) Sport England – Small Grants Programme (£10k) Wolfson Foundation (c. £40k) Arts Council Awards – Small Grants Programme Sport England – Community Asset Fund (<£150k) Foyle Foundation - School Library Scheme Ernest Cook Trust – Outdoor Learning

Resources Capital Fundraising in the UK – the Compton Way The Fundraising for Schools Pocketbook (2005) Best & Dunn A Practical Guide to Fund-Raising in Schools (2000) Paul Morris Successful Fundraising for Schools: Volume 1 (2013) Tracey Fowler

www.chameleon-training.co.uk justin@chameleon-training.co.uk @jus_chameleon