Creating a sustainable funding plan that works
-
Upload
ncvo-the-national-council-for-voluntary-organisations -
Category
Economy & Finance
-
view
309 -
download
0
description
Transcript of Creating a sustainable funding plan that works
![Page 1: Creating a sustainable funding plan that works](https://reader036.fdocuments.in/reader036/viewer/2022070318/557a96d4d8b42aac568b47c8/html5/thumbnails/1.jpg)
Creating a sustainable funding plan that works
Sponsored by:
Julie Lawes: Catch Up Olof Williamson: NCVO
![Page 2: Creating a sustainable funding plan that works](https://reader036.fdocuments.in/reader036/viewer/2022070318/557a96d4d8b42aac568b47c8/html5/thumbnails/2.jpg)
Overview
• What is sustainable funding?• The income streams – big picture…• Scanning and planning• NCVO Kite – structured thinking
• Catch Up’s experience
• What will you do?
![Page 3: Creating a sustainable funding plan that works](https://reader036.fdocuments.in/reader036/viewer/2022070318/557a96d4d8b42aac568b47c8/html5/thumbnails/3.jpg)
What is sustainable funding?
• A principle• An approach• An ever-moving target?
![Page 4: Creating a sustainable funding plan that works](https://reader036.fdocuments.in/reader036/viewer/2022070318/557a96d4d8b42aac568b47c8/html5/thumbnails/4.jpg)
![Page 5: Creating a sustainable funding plan that works](https://reader036.fdocuments.in/reader036/viewer/2022070318/557a96d4d8b42aac568b47c8/html5/thumbnails/5.jpg)
Scanning and Planning
• What is going on out there?• How do you plan for it?
![Page 6: Creating a sustainable funding plan that works](https://reader036.fdocuments.in/reader036/viewer/2022070318/557a96d4d8b42aac568b47c8/html5/thumbnails/6.jpg)
Funding strategy kite
1. Where are we?2. Where do we want to be?3. How do we get there?
Vision Mission Values
Income Spectrum options
Sun Tool improvements
Focused actions
Delegation and responsibilities
Funding goals
![Page 7: Creating a sustainable funding plan that works](https://reader036.fdocuments.in/reader036/viewer/2022070318/557a96d4d8b42aac568b47c8/html5/thumbnails/7.jpg)
An independent charity:Working to address the problem of underachievement that has its roots in literacy and numeracy difficulties
www.catchup.org
Catch Up is a not-for-profit UK registered charity: 1072425Catch Up is a registered trademark
Catch Up Ltd is an endorsed charitable institute ABN: 62154644498
![Page 8: Creating a sustainable funding plan that works](https://reader036.fdocuments.in/reader036/viewer/2022070318/557a96d4d8b42aac568b47c8/html5/thumbnails/8.jpg)
• Background to Catch Up• Creating a sustainable funding plan:
• Mixture of grants and earned income• Not chasing the money!• Planning products and market
development
![Page 9: Creating a sustainable funding plan that works](https://reader036.fdocuments.in/reader036/viewer/2022070318/557a96d4d8b42aac568b47c8/html5/thumbnails/9.jpg)
Catch Up was established in 1998
Mission:
‘To address the problem of underachievement that has its roots in literacy and numeracy difficulties’
Sustainable Funding Plan
![Page 10: Creating a sustainable funding plan that works](https://reader036.fdocuments.in/reader036/viewer/2022070318/557a96d4d8b42aac568b47c8/html5/thumbnails/10.jpg)
Structured one-to-one interventions for struggling readers and for learners who struggle with numeracy
Centred on 15 minute sessions delivered twice a week, targeted to the needs of the individual
Grounded in rigorous academic research and shown to be effective in schools (and other settings)
Realistic, practical and inexpensive
Catch Up Literacy Catch Up Numeracy
Sustainable Funding Plan
![Page 11: Creating a sustainable funding plan that works](https://reader036.fdocuments.in/reader036/viewer/2022070318/557a96d4d8b42aac568b47c8/html5/thumbnails/11.jpg)
![Page 12: Creating a sustainable funding plan that works](https://reader036.fdocuments.in/reader036/viewer/2022070318/557a96d4d8b42aac568b47c8/html5/thumbnails/12.jpg)
![Page 13: Creating a sustainable funding plan that works](https://reader036.fdocuments.in/reader036/viewer/2022070318/557a96d4d8b42aac568b47c8/html5/thumbnails/13.jpg)
offers integrated training and resource packages to support the management and delivery of the Catch Up interventions
provides ongoing support, through the Catch Up Community, for those who deliver the Catch Up interventions to struggling learners
undertakes research into the development and enhancement of the Catch Up interventions, and into extending the support it provides to struggling learners
Catch Up is a not-for-profit charity that:
Sustainable Funding Plan
![Page 14: Creating a sustainable funding plan that works](https://reader036.fdocuments.in/reader036/viewer/2022070318/557a96d4d8b42aac568b47c8/html5/thumbnails/14.jpg)
![Page 15: Creating a sustainable funding plan that works](https://reader036.fdocuments.in/reader036/viewer/2022070318/557a96d4d8b42aac568b47c8/html5/thumbnails/15.jpg)
Number of Catch Up trainees and learners
Sustainable Funding Plan
![Page 16: Creating a sustainable funding plan that works](https://reader036.fdocuments.in/reader036/viewer/2022070318/557a96d4d8b42aac568b47c8/html5/thumbnails/16.jpg)
Trainees
Sustainable Funding Plan
![Page 17: Creating a sustainable funding plan that works](https://reader036.fdocuments.in/reader036/viewer/2022070318/557a96d4d8b42aac568b47c8/html5/thumbnails/17.jpg)
How many learners have been helped?
Sustainable Funding Plan
![Page 18: Creating a sustainable funding plan that works](https://reader036.fdocuments.in/reader036/viewer/2022070318/557a96d4d8b42aac568b47c8/html5/thumbnails/18.jpg)
A Sustainable Funding Plan
Catch Up is a not-for-profit UK registered charity: 1072425Catch Up is a registered trademark
Catch Up Ltd is an endorsed charitable institute ABN: 62154644498
![Page 19: Creating a sustainable funding plan that works](https://reader036.fdocuments.in/reader036/viewer/2022070318/557a96d4d8b42aac568b47c8/html5/thumbnails/19.jpg)
• Mixture of grants and earned income
• Not chasing the money!• Planning products and market
development
![Page 20: Creating a sustainable funding plan that works](https://reader036.fdocuments.in/reader036/viewer/2022070318/557a96d4d8b42aac568b47c8/html5/thumbnails/20.jpg)
Mixture of grants and earned income
![Page 21: Creating a sustainable funding plan that works](https://reader036.fdocuments.in/reader036/viewer/2022070318/557a96d4d8b42aac568b47c8/html5/thumbnails/21.jpg)
The most important general principles are as follows:
The majority of our income has always come from sales of training and resources to schools and local authorities, in England and Wales.
In many ways we operate like a medium sized business with some commercial advantages in being a charity: some schools have said they prefer to buy training from a charity rather than a company; and all surpluses are reinvested in the charity core costs rather than required for dividends.
Sustainable Funding Plan
Sustainable Funding Plan
![Page 22: Creating a sustainable funding plan that works](https://reader036.fdocuments.in/reader036/viewer/2022070318/557a96d4d8b42aac568b47c8/html5/thumbnails/22.jpg)
The price of the integrated training and resource packages is set in order to cover core costs after direct costs of providing those packages have been met, with most future developments being funded from other external sources.
Sustainable Funding Plan
Sustainable Funding Plan
![Page 23: Creating a sustainable funding plan that works](https://reader036.fdocuments.in/reader036/viewer/2022070318/557a96d4d8b42aac568b47c8/html5/thumbnails/23.jpg)
The demand for training is hugely influenced by government initiatives and corresponding funding. The annual variations in numbers of trainees can, therefore, be greater than might be expected.
We control trainer costs and manage peaks of demand for training by the use of freelance staff (Catch Up Accredited Trainers) rather than permanent payroll employees.
Sustainable Funding Plan
Sustainable Funding Plan
![Page 24: Creating a sustainable funding plan that works](https://reader036.fdocuments.in/reader036/viewer/2022070318/557a96d4d8b42aac568b47c8/html5/thumbnails/24.jpg)
In 2010-11 we were affected by changes in school level expenditure and in government spending at a local government level and demand for training fell
We made cost reductions 2011 (staffing, premises and resources)
We also extended our training resource package and increased its price in 2012
Sustainable Funding Plan
Sustainable Funding Plan
![Page 25: Creating a sustainable funding plan that works](https://reader036.fdocuments.in/reader036/viewer/2022070318/557a96d4d8b42aac568b47c8/html5/thumbnails/25.jpg)
Not chasing the money!
![Page 26: Creating a sustainable funding plan that works](https://reader036.fdocuments.in/reader036/viewer/2022070318/557a96d4d8b42aac568b47c8/html5/thumbnails/26.jpg)
Grant funding from organisations with an overlap of mission and goals
Not chasing the money!
Sustainable Funding Plan
![Page 27: Creating a sustainable funding plan that works](https://reader036.fdocuments.in/reader036/viewer/2022070318/557a96d4d8b42aac568b47c8/html5/thumbnails/27.jpg)
Catch Up developments have relied largely upon:
Loan funding from Charity Bank and trustees (eg the amalgamation of age-related Catch Up Literacy programmes into one integrated training and resource package, creation of Digital Games).
Grant funding from organisations such as the Esmée Fairbairn Foundation (eg the creation of Catch Up Numeracy)
Sustainable Funding Plan
Sustainable Funding Plan
![Page 28: Creating a sustainable funding plan that works](https://reader036.fdocuments.in/reader036/viewer/2022070318/557a96d4d8b42aac568b47c8/html5/thumbnails/28.jpg)
Grant funding has also helped:
Accelerate the growth of Catch Up. For example, the Charles Dunstone Charitable Trust has provided a series of grants to help fund our marketing and communications.
Facilitate further research into Catch Up Literacy and Numeracy. (Two grants from the Education Endowment Foundation)
Sustainable Funding Plan
Sustainable Funding Plan
![Page 29: Creating a sustainable funding plan that works](https://reader036.fdocuments.in/reader036/viewer/2022070318/557a96d4d8b42aac568b47c8/html5/thumbnails/29.jpg)
Planning products and market development
![Page 30: Creating a sustainable funding plan that works](https://reader036.fdocuments.in/reader036/viewer/2022070318/557a96d4d8b42aac568b47c8/html5/thumbnails/30.jpg)
Ensured that products remain relevant within a changing national context
Appointed a lead marketing consultant – development of marketing plan
Planning products and market development
Sustainable Funding Plan
![Page 31: Creating a sustainable funding plan that works](https://reader036.fdocuments.in/reader036/viewer/2022070318/557a96d4d8b42aac568b47c8/html5/thumbnails/31.jpg)
Next steps
![Page 32: Creating a sustainable funding plan that works](https://reader036.fdocuments.in/reader036/viewer/2022070318/557a96d4d8b42aac568b47c8/html5/thumbnails/32.jpg)
Exploring potential partners to help further growth of Catch Up through:
Grants/loans and also consultancy expertise
……so that we can support many more learners who struggle with Literacy and Numeracy
Next steps??
Sustainable Funding Plan
![Page 33: Creating a sustainable funding plan that works](https://reader036.fdocuments.in/reader036/viewer/2022070318/557a96d4d8b42aac568b47c8/html5/thumbnails/33.jpg)
An independent charity:Working to address the problem of underachievement that has its roots in literacy and numeracy difficulties
www.catchup.org
Catch Up is a not-for-profit UK registered charity: 1072425Catch Up is a registered trademark
Catch Up Ltd is an endorsed charitable institute ABN: 62154644498
![Page 34: Creating a sustainable funding plan that works](https://reader036.fdocuments.in/reader036/viewer/2022070318/557a96d4d8b42aac568b47c8/html5/thumbnails/34.jpg)
Your sustainability
Group work
•Current biggest source of income•Vulnerabilities•Opportunities•What action do you need to take?
![Page 35: Creating a sustainable funding plan that works](https://reader036.fdocuments.in/reader036/viewer/2022070318/557a96d4d8b42aac568b47c8/html5/thumbnails/35.jpg)
What works and what doesn’t
• Early action – advocate• Sound planning• Taking opportunities• Planning for skills• Ambition• Realism
• Wait and see approach – year after year
• Disinvesting – it’s taken up enough time already
• Chasing the money• Wild targets
![Page 36: Creating a sustainable funding plan that works](https://reader036.fdocuments.in/reader036/viewer/2022070318/557a96d4d8b42aac568b47c8/html5/thumbnails/36.jpg)
Zoology returns