SPORT, INTEGRATION AND FUNDRAISING

AGENDA

1. The fundraising strategic planning

2. The analysis and choice criteria of the most adequate fundraising channels and tools

3. The quality of proposals: design, preparation and presentation

The fundraising strategic planning

- Idea definition

- Main Work Packages

- Tasks and partners

- Budget

- Abstract

- Participants’ Portal

- Risks evaluation

THE IDEA = THE DREAM

"You are never given a wish

without also being given the

power to make it true. You may have to work for it, however."

Richard Bach, Illusions

"Three people were at work on a construction site.

All were doing the same job, but when each was asked what the job

was, the answers varied.

Breaking rocks, the first replied.

Earning my living, the second said.

Helping to build a cathedral, said the third"

Peter Schultz

THE IDEA = THE DREAM

"Your customers dream of a happier and better life. Don’t move products. Enrich lives."

Steve Jobs, Apple

"If you want to build a ship, don't drum up people to collect wood and don't assign them tasks and work, but rather teach them to long for the endless immensity of

the sea." Antoine De Saint Exupéry

The fundraising strategic planning

Project Impact identification = define the main features of your project and the

impact it will have in its specific operational context integration through

sport

Indicators definition = on the basis of the project objectives, specifically define

the indicators – both qualitative and quantitative – that will demonstrate the

final results achievement (or not)

Fundraising channels identification: choose the best channel, depending on :

• the contribution programs you already know

• the funding lines that are easy to present (even if they have lower budget)

• the budget you may decide to dedicate to pay fundraising experts that will

help you presenting the proposals (above all for contribution channels that

have a high percentage of possible approval - % of redemption )

The analysis and the choice criteria of the most

adequate fundraising channels and tools

• There is no magic wand!

• The choice criteria have to be adequate, depending on specific and contingent sport associations’s needs

• A perfect fundraising tool doesn’t exist!

• But there exist tools and funds perfect - or partially useful - for the specific case or project (public funds bids and programs, private funds bids, crowdfunding, project financing, sponsorships,…)

The analysis and the choice criteria of the most

adequate fundraising channels and tools

• The fundraising monitoring has to be:

• Constant

• Periodic

• Precise

• Focused

• Disciplined

• The fundraising monitoring has not to be:

• Superficial

• Una tantum

• Synthetic

• Vague

• Not focused on the needs and the objectives of the sport association

The analysis and the choice criteria of the most

adequate fundraising channels and tools

The strategic monitoring – and selection - approach has to be based on:

– Lobby and contacts network

– Subscription to focused mailing lists, newsletters, suppliers registers

– Daily reading of bulletins and public gazettes/magazines

– Studies and market surveys reading

– Ad hoc public funds monitoring subscriptions

– Market analysis

– Others (depending on the individual country)

Specific monitoring tools

– Internet Sites: Cordis, national istitutional sites (es. in Italy

www.lazioinnova.it, Pimega site and newsletter), European and worldwide sites (the Worldwide Bank site, the Horizon portal, the Erasmus portal,….)

– Public organizations portals and digital platforms: municipalities, regions, government

– Publications

– Anticipations constant check

– Information desks

– Crowdfunding portals

– Private big foundations sites

THE PRO-ACTION CONCEPT

- To «look for» the information

- Constant, continuous and periodic monitoring

- Networks activation (through institutions, direct contacts, partners, …)

- Discipline and lucidity in the whole pro-active process

- Monitoring planning

- Bids scheme

- Project summary

- Partnerships scheme

Bid scheme

Name of the bid: “……………………………………………………………………………………………..”

Subject: Contributing organisation: Max contribution to be requested: ……………. euro Co-funding (when specified): …………………… euro Proponent’s main requirements: - - - Realization period: «within….months from the date of approval»,… Deadline for the presentation of the proposal or funding request: (date, hour, location)

PROJECT SUMMARY TITLE: Possible Proponent: Duration: (12 months, 24 months, …..): Needs from the market/the users/the beneficiaries: Main objective: Specific objectives: Target (direct and indirect beneficiaries): Main project actions: Results to be achieved: Methodologies: Monitoring tools and indicators: Partners: Budget:

NOME BANDO DEADLINE TEMA IDEA-PROGETTO IMPORTO IMPORTO PROGETTO

PROPONENTE IMPORTO PROPONENTE

% DI FINANZIAMENTO UE

% DI COFINANZIAMENTO TIPOLOGIA PARTNERS PARTNERS STATUS DEL PROGETTO DOWNLOAD LEGENDA:

ERASMUS + 04/03/15

Mobilità VET imprese turismo KA1

0 agenzie intermediarie -proyecto barcelona; ETN

(BULGARIA, BERLINO)

INVIATO https://eacea.ec.europa.eu/PPMT/chooseRound.do

H2020-ICT-20-2015 14/4/15 Technologies for better human learning

and teaching

OCT 70% 30% 3 legal entities vEyes Onlus, Paragon, AIJU

INVIATO

In valutazione

European Social Innovation

Competition

8/5/15 PREMIO PER L'INNOVAZIONE

€50 000 INVIATO http://ec.europa.eu/growth/industry/innovation/policy/social/competition/

In preparazione

H2020-REFLECTIVE-6-SOCIETY-2015

28/5/15 Cultural Heritage - Innovation ecosystems

of digital cultural assets

HAD 70% 30% 3 legal entities Minerva - Stasis - Comuni: Gavignano,

Segni, Carpineto, Montelanico, Gorga -

Cluster Varna - Camera di Commercio Bratislava

- Sapienza (?)

INVIATO http://ec.europa.eu/research/participants/portal/desktop/en/opportunities/h2020/topics/2104-reflective-6-2015.html

Non approvato, da ripresentare

INSO-9-2015-1 Horizon 2020 dedicated SME Instrument Phase 1

and 2, 2014-2015

17/6/15 Innovative mobile e-government

applications by SMEs

DEMP €26,557,000 70% (exceptionally, 100% where the

research component is strongly present). The

single applicable rate is specified under the

relevant topic.

30% INVIATI http://ec.europa.eu/research/participants/portal/desktop/en/opportunities/h2020/topics/2552-inso-9-2015-1.html#tab2

Presentato

PHC -12-2015 SME INST

17/6/15 Clinical research for the validation of

biomarkers and/or diagnostic medical

devices

HIAE INVIATO

In gestione

COS-TOUR-2015-3-04 30/6/15 COSME "Sostenere la crescita competitiva e sostenibile nel settore

del turismo"

ROAD WIT VEIT

250,000 per R.O.A.D e W.I.T., 125,000 per

V.E.I.T.

75% INVIATI 3 PROGETTI: W.I.T., R.O.A.D., V.E.I.T.

https://ec.europa.eu/easme/en/cos-tour-2015-3-04-supporting-competitive-and-sustainable-growth-tourism-sector-0

POR FESR 30/6/15 Potenziamento e messa in rete delle attività di ricerca e

trasferimento tecnologico

2.000.000,00, INVIATO http://www.lazioinnova.it/leggi.asp?lcat=76&lcattitle=por_fesr_lazio_2007_2013_horizon2020_misure_per_favorire_l_accesso_ai_programmi_dell_unione_europea_per_il_fin

anziamento_della_ricerca_dell_innovazione_e_della_competitivita

DRS - 01 27/08/2015 NOFIRE € 2.451.333,50 Presentato

Fast Track to Innovation

1/12/15 Fast Track to Innovation Pilot (Latte

+)

100,000,000 http://ec.europa.eu/research/participants/portal/desktop/en/opportunities/h2020/topics/9096-ftipilot-1-2015.html

GV-8-2015 15/10/2015 Electric vehicles’ enhanced performance and integration into the transport system and the

grid

EBIKE -KINVOLUTION €30,000,000 1 KINVOLUTION in valutazione per il progetto sulle biciclette elettriche http://ec.europa.eu/research/participants/portal/desktop/en/opportunities/h2020/topics/2608-gv-8-2015.html

SME INS Phase 2 ( PHC 12 - INSO 9 )

17/9/15 H-ring- PHC 12 phase 2 D.E.M.P. INSO9

0,5 - 2,5 million 70% http://ec.europa.eu/research/participants/portal/desktop/en/opportunities/h2020/topics/2558-phc-12-2015-1.html

Europa Creativa 7/10/15 Progetti di cooperazione su

piccola scala

FONOPOLI INCONTRA FONOPOLI

€ 320.000,00 FONOPOLI 60% Associazioni culturali, centri formazione

Empowered Women Change the World

In Rendicontazione

Scambio europeo di volontariato

In corso. Attendiamo risposta dalla Polonia, sentiti il 25/03

BIDS SCHEME

Tabella Tematiche

Quando le azioni non riguarderanno Minerva in prima persona, d'ora in avanti, progetteremo come Minerva per conto di tt le altre società

AREA TEMATICA POSSIBILE PROPONENTE POSSIBILI PARTNERS POSSIBILI CALL IDEE-PROGETTO ESPERTO PER PROGETTAZIONE TECNICA

Turismo Minerva S., Anafi ass e srl (sas) Anafi Social Tour, ramo di Minerva, Anafi ass e srl hanno organizzato soggiorni turistici estivi per ragazzi e adulti con disabilità.

Turismo Minerva Optimomes COSME-ERASMUS

Turismo formativo: scambio di best practices, corso in Bretagna con Optimomes+tircinio 400 h totali, corso di francese propedeutico, verifica procedura di riconoscimento del corso in Regione Lazio come corso di qualifica, tirocinio in Italia+start up BAMBINO o GEPETTO in franchising (vedi sito Optimomes), soggiorno in Francia per progetto pilota, cofinanziato da Torno Subito, sviluppo tools per intrattenere i bambini = edutainment AIJU

Anne-Karine Stocchetti

Turismo / Formazione Minerva Francia, Spagna, Danimarca, Svezia, Finlandia ERASMUS + -COSME Progetto per docenti italiani all'estero

Turismo Minerva Germania, aree protette italiane (Parco del Circeo,…), aree deindustrializzate (area di Frosinone-Anagni,…) COSME

Progetto di ecoturismo come alternativa economica e leva di sviluppo economico per aree depresse e/o deindustrializzate

Health & Social care Tutte le Società Fase due di H.I.A.E.; Fase due di D.E.M.P.; Sicurezza latte di capra Micol Caponetto 3387254580 ; Davide Morelli 3493255724;

Cultura Minerva S. Associazione Culturale Fonopoli Possibile progetto su "Pilot project supporting networks of young creative entrepreneurs: EU and third countries"; Possibile progetto di cooperazione su piccola o larga scala per Europa Cultura

Maria Pia Fiacchini

Formazione e Occupazione Minerva Possibile progetto su "Capacity buliding in field of youth"; e su "Innovative ways to make science education and scientific careers attractive to young people"

S. Capurso, L. Moschini

Formazione e Occupazione Minerva Francia, Austria, People per analisi delle competenze in ; ENAIP ERASMUS + Progetto di best practice di orientamento al lavoro: progetto pilota per i CPI italiani con training da parte dei CPI austriaci + approccio Lean all'orientamento al lavoro S. Capurso, People; Pierpaolo (ENAIP)

Formazione e Occupazione Minerva Francia, Austria, People per analisi delle competenze in bioenergetica, Unviersità di Trento (Master in Politiche di genere)

ERASMUS + Progetto di formazione per nuova figura professionale: il consulente di genere (orientamento, analisi delle competenze, incremento produttività con integrazione tra politiche di genere e analisi delle competenze)

S. Capurso, People, Laura Moschini

ICT Tutte le Società ENIGMA Cassandra; Micol Caponetto 3387254580

Pari Opportunità Tutte le Società Terza Università Possibile progetto su: "Evaluation of initiatives to promote gender equality in research policy and research organisations"

L. Moschini

Accessibilità Tutte le Società

Energie Rinnovabili & Tematiche green Minerva GV8-2015-Life+ Kinvolution

Energie Rinnovabili & Tematiche green Minerva/ANAFI IX municipio (assessorato allo Sport - Ass. Ludovici, rappresentanti M5S (Mannarà), PDL (Alleori), PD (Presidente Municipio Santoro), Agenzia delle entrate (per agevolazioni fiscali per cooperative disabili e down), Consorzio

mezzocamino, AMA, Associazione Isabella

SMART CITIES, SOCIETAL CHALLENGES, FESR Progetto recupero eree verdi pubbliche non gestite, inserendo attività sportive, distribuzione prodotti locali e a km. 0, occupazione per disabili e down, … Best practice: modello di gestione dei parchi di Mezzocamino, progetto di decoro urbano, progetto - pilota su un'area (per esempio, dietro Asilo Nido comunale Papero Giallo) con supporto di un geologo (pb assesto e falde acquifere) e un biologo (problema topi). Le aree destinate ad orto o giardino condiviso saranno affidate ad associazioni o gruppi costituiti attraverso il comodato d'uso, saranno poi le associazioni a dividere gli appezzamenti in piccoli lotti fino a 60 metri quadri da destinare ai cittadini che ne faranno richiesta, ponendo attenzione a categorie in difficoltà. Gli orti urbani sono una realtà già esistente nella Capitale e costituiscono un esempio di recupero degli spazi verdi urbani e di nuova socialità I cittadini potranno accedere alla cura di piccoli orti con la possibilità di autoconsumo dei prodotti derivanti dal loro lavoro. Gli ortisti si occuperanno della cura, manutenzione, ordine e pulizia dell'area(compreso smaltimento dei rifiuti) assegnata e dovranno assicurare che le coltivazioni siano condotte con tecniche bio e che non vengano utilizzati prodotti contenenti OGM. Rappresentano un momento di valorizzazione del territorio e anche un principio di sussidiarieta' orizzontale sulla manutenzione del bene pubblico,

S. Capurso, Marco Cacciotti, Isabella, Christian (IX municipio)

SUBJECTS AND PROPOSALS IDEAS SCHEME

• Action: bid reading – Key – words recognition (ex: sport,

integration,…) – Detailed reading of some specific bid articles

(deadline, proponents requirements, amount and %, committments, realization timing, scoring criteria, obligations,…)

– Contacts network activation – Evaluation of the operative margin – Identification of the main results achievement

indicators

Bid reading and selection

THE CROWDFUNDING

- Donation based

- Reward based : the most diffused

- Equity based

- Lending based (microloan)

- Civic (public good)

In Italy, 54 active platforms - www.italiancrowdfunding.org

- usually with a specific economic sector reference

The 80% of the platforms adopts an initial selection, only

the 26% of the projects are selected and published and they

are mainly based on innovation.

THE FUNDRAISING PROCESS

The fundraising process:

- Analysis

- Decision

- Research and evaluation

- Presentation

The applied marketing tools are:

- swot analysis

- stakeholder analysis

The fundraising plan = business plan + communication plan learn and be used to tell your project story

THE QUALITY OF THE PROPOSALS: DESIGN, PREPARATION AND PRESENTATION – I° draft

• Form, Administrative and Financial documents preparation

• Context analysis

• Project summary

• Partners selection

• Action Plan

• Budget

- Final draft

• Detailed project description (market needs, final results to be achieved, indicators,…)

• Final budget

• Partnership roles and activities

– The follow up

Case study: HOW TO PARTICIPATE TO AN HORIZON BID

1. A single set of rules:

Adapted for the whole research and innovation cycle

Covering all research programs and funding bodies

Aligned to the Financial Regulation, coherent with other new EU

Programs

2. One project – one funding rate

70%-100% of the total eligible costs

Indirect eligible costs: a flat rate of 25% of direct eligible costs

3. Simple evaluation criteria

Excellence – Impact – Implementation

4. New forms of funding aimed at innovation

pre-commercial procurement, inducement prizes, dedicated loan and

equity instruments

5. International participation

facilitated but better protection of EU interests

6. Simplification of financial reporting rules 7. Less inspections, but more focused 8. New rules for intellectual property of research products 9. Short timing for evaluation, approval and subscription of kick off documents: 8 months from calls closure 10. Main requirements: For standard actions: 3 legal entities from 3 different European member countries

Case study: HOW TO PARTICIPATE TO AN HORIZON BID

Tre criteri di valutazione: Scientific excellence Impact Evaluation

-Clear and congruent objectives

-Good idea - Trustable and confident

approach - Quality of coordination measures

- Expected impact on Horizon 2020 main priorities - Efficient measures for results diffusion, communication and exploitation

-Congruency of work program, of resources and tasks division - Consortium members complementarity - Adequate management structure and risk assessment

Case study: HOW TO PARTICIPATE TO AN HORIZON BID : evaluation criteria

The proposal has to:

- Be submitted on the relevant digital platform

- Be complete (both the administrative and the technical

parts)

- Be readable, accessible, printable

- Respect the pages limits as defined in the Application

Form

Case study: HOW TO PARTICIPATE TO AN HORIZON BID : evaluation criteria

REFERENCES FOR HORIZON 2020

- https://ec.europa.eu/research/participants/portal

- http://ec.europa.eu/research/participants/portal/desktop/en/opport

unities/h2020/master_calls.html

- http://www.apre.it/ricerca-europea/horizon-2020/bandi/

- https://www.euresearch.ch/de/european-programmes/call-for-

proposals/open-calls/

THE PROJECT CYCLE

PROJECT PROGRAMME

Different activities aimed at producing, all together, well defined objectives , in a specific period, with a determined budget

Different projects that contribute, through their objectives, to a common global objective, at sectorial, national or multinational level

1)Programming: The funding organisation defines the general guidelines

2) Identification: - Stakeholders’ analysis - Objectives tree - Strategy definition

3) Writing: - Activities planning, in terms

of timing, resources and needed actions

4) Implementation 5) Evaluation & audit

THE PROJECT CYCLE

• Analitycal process

• Project relevance guarantee

• Identification tools:

• stakeholder analysis

• problem analysis

• objective setting

• strategy selection

THE PROJECT CYCLE: IDENTIFICATION

Stakeholder analysis

Target groups, final beneficiaries, partners, etc..

Problem analysis key problems identification Cause-effect connections identification

Objective Analysis Possibile solutions

Strategy Analysis Selection of the most approriate strategy

THE PROJECT CYCLE: IDENTIFICATION

THE STAKEHOLDERS

All the people that may influence the project

Users

They use the project products/services

Lobbies Have a possible influence (through their opinions or interests)

Beneficiaries Project beneficiaries

Decision-makers

At all political levels

Excluded From the decision-making processes

BENEFICIARIES

TARGET GROUP

FINAL BENEFICIARIES (LONG-TERM FINAL USERS)

CONTRIBUTION BENEFICIARIES (SHORT TERM)

PARTNERS

Stakeholders

or target group

THE STAKEHOLDERS

Stakeholder Analysis matrix

An information collection tool that include: 1.Main features 2.The main interest 3.Abilities and motivation to realize project objectives 4.Possible actions to involve the stakeholders

Stakeholder and basic characteristic

Interests and how affected by the problem(s)

Capacity and motivation to bring about change

Possible actions to address stakeholder interests

THE STAKEHOLDERS

SWOT ANALYSIS

STAKEHOLDERS: INFLUENCE AND IMPORTANCE MATRIX

THE PROBLEMS TREE

THE PROBLEMS TREE

STRATEGY IDENTIFICATION

THE LOGICAL FRAMEWORK APPROACH

STRATEGIC GUIDELINES FOR WRITING, PREPARING AND APPLYING FOR A HORIZON 2020 PROPOSAL

- Put in place and constantly use the operational tools

- Learn how to properly select and read a call

- Before starting compiling and completing the relevant forms and documents

required by the call, first define (in English):

- The general project idea

- The main work packages and tasks and the relevant timing

- The most adequate partners

- The first budget draft

- The draft project abstract

- Then start three actions in parallel:

- Find and involve adequate partners (both national and international)

- Check and complete the administrative and formal documents

- Fill in the technical and budget forms (first draft)

- Apply a constant integration and monitoring process, till the final project

version

- The proponent has to manage at least the 50% of the budget

The euro projecting process – Basic knowledge:

• English

• Excel (basic) and Internet navigation

• Planning, management (PDCA, never-ending improvement,

Lean approaches,..), communication methodologies

- Opportunities mapping:

• Anticipations monitor ( Internet, newsletters,…)

• Calls monitor

• Calls selection

– Reading and evaluation of selected calls

• First strategy draft

• Partners selection

The euro projecting process

– I° draft

• All forms

• Technical forms: framework analysis, work planning, WP, expected output

• Budget

– Final draft

• Project

• Upload

• Validation and presentation

The euro projecting process

The follow-up process

– EU evaluation check

– Results check

– Results evaluation

The management process

– Project approval

– Start up (formal documentation + kick-off meeting)

The euro projecting process

– Management of:

• Partnership

• Internal activities

• Events

• Meetings

• Financial reporting

• Relationships with EU

• Final output

– The project closure

Calls reading

– Key words

– Specific articles (deadline, requirements, % of

contribution, timing, evaluation criteria,…)

– Communication

– Economic evaluation

Calls management

• Internal organisation:

– Ad hoc area

• Tools:

– Tables and schemes

• Strategic approach:

– Constant action

– Internal communication

– Internal results evaluation, thanks to indicators definition

Conclusions

The main key actions to efficiently manage fundraising are:

- To have a good project idea to realize and go forward

- To correctly select the best funding bid and program

(thanks to 2h/week or an external expert)

- To most specifically complete all parts of the proposal

form

- To activate a follow up process