1.
@jus_chameleon

2. 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

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

4. 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

5. We need a hero!

6. 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, Pebble

7. 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

8. 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!

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

10. 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)

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

12. 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)

13. 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!

14. 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

15. ‘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

16. 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.

17. 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%!

18. “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

19. 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

20. 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

21. 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

22. 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

23. 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

24. 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

25.
@jus_chameleon