1. Resource mobilization
A learning lab opportunity adapted exclusively for alumni of
Presented by Farah Eck | April 13, 2016

2. What is Resource Mobilization?
The process organizations use to acquire and put to use those things they need to implement activities and pursue their mission
Resources not just = money
Other types of resources:
Consulting/advising
In-Kind donations

3. Types of Mobilization Submitting proposals to a donor agency
Organizing fundraising events where you invite guests and request donations for your organization
Donation boxes where you request small amounts of money from public
Collecting in-kind contribution such as used clothes, furniture, books, vehicles or even buildings
Volunteer support where volunteers provide their time and resources to support the work of your organization
Income from business-oriented projects of your organization like selling of publications, offering consultancies, microfinance, microinsurance or micro-enterprise-based activities

4. Resource Mobilization Process
Resource Mapping
Landscape Chart
Donor Mapping
Donor Approach
Obtain Resources
Evaluate
Resource Mobilization Process

5. Roles & Responsibilities
Resource Mobilization Players
Roles & Responsibilities
Board of Directors/Board of Trustees
Network with potential donors and implementing partners
Provide leadership and input to strategic plan activities
Represent organization at high level functions, meetings, etc.
Managing Director/CEO/Exec. Director
Manage all resource mobilization activities
Lead or supervise business development/proposal development
Manage relationships with government
Provide leadership and input to strategic planning activities
Inform staff of important news, connections, and leads
Senior Managers
Contribute to proposal development
Monitor relevant trends and developments
Represent organization at local functions, meetings, etc.
Program Staff/Field Staff
Maintain awareness of donor and implementing partner actions at local level
Maintain relationship with local government and communities
Finance Staff
Contribute to budget development and financial projections

6. Resource Mapping
Guides organizations through a process of actively exploring and connecting with the people in the community who have various degrees of affinity with your programs
Primarily used to identify where the organization should focus its networking and resource mobilization efforts.
Includes:
An understanding of the resources the organization needs over a period of time
An inventory of current and projected resources possessed or controlled by the organization
An assessment of potential resources available in the funding landscape

7. Resource Audit & Gap Analysis
Financial
Money in hand vs. money needed to complete work
Tangible
Capital/equipment
Information Technology
Intangible
Reputation
Intellectual property
Human Resources
Staffing needed to implement certain projects
Gap Analysis:
Identification of the resources needed in order to fulfill the mission, objectives, or plans for an organization

8. Funding Landscape
INTERNATIONAL: Multilateral, INGOs, bilateral development partners
National Governments—often a source of development funds either directly or as a channel for bilateral and multilateral donors
Bilateral Development Partners—typically provide funds directly to national governments or to NGOs through competitive funding programs making them one of the most important actors in the funding landscape.
Multilateral Development Partners—often work through host country systems such as government line ministries or provide credit and financial services directly to national governments. Some offer competitive project funding to NGOs and private sector firms making them good contacts for local NGOs.
International NGOs—INGOs have a dual role in the funding landscape. They can serve as a potential donor by providing grants or subcontracts, or they may serve as a potential partner or collaborator.
NATIONAL: Government, corporations, foundations, FBOs
LOCAL: Businesses, NGOs, professional associations, FBOs
Friends, family, colleagues
NGO

9. Chart Your Current Landscape
Donor Type
Name of Donor(s)
Resource
Program
Friends/Family/Colleagues
Local Government
Local Businesses
ABC Company
Computer systems for educational center
Educationally Educated Learning Program
NGOs
Professional Associations
Faith-based Organizations
Regional/Provincial Government
National Corporations
Foundations
International NGOs
CARE
Bilateral Development
USAID
Multilateral Development
UN Agencies
The World Bank
African Development Bank

10. Donor Mapping
Donor Name
Field/Industry
Geographic Location
Area of Interest
Philanthropic Category
Previous Beneficiaries
Ways to Engage
Contact Information
Action Steps
underlying interests and priorities; 2) deliverable expectations; 3) level of effort required to submit a proposal and/or manage a program; and 4) length of time and range of funding amounts.
• Tax consequences may affect how your organization reports the income and should be a consideration for selecting the appropriate activity

11. Connection to Organization
Researching Donors
Giving History
Personal Information
Connection to Organization
Target Donor
Personal Information:
What is their mission?
What are their specific topics of interest?
Giving History:
What type of support do they provide?
Who are their primary beneficiaries?
What is their current funding strategy?
How much money/commodities do they donate every year?
What programs/organizations have they funded in the pasts?
What is their application process?
Connection to Organization:
What connections do they have, if any, to your organization?
Are they a past or current donor?
Competing priorities

12. Research Resources Corporate website Google NGO Pulse euphoric.org
Guidestar
Competitors’ annual reports
Charities Aid Foundation
European Foundation Centre
Donor websites
Corporate website
Philanthropic publications
Foundation Center
Google
NGO Pulse

13. Develop & Implement Approach
Decide who will implement approach using ways to engage from donor mapping
Conduct approach and assess
Follow up if necessary
Always say thank you
Monitoring & evaluation