This material supports Section 1. of the Accreditation Framework - Organisational Health.
Planning for the Future
Forward Planning - Use this toolkit and the links, resources and case studies embedded in it to create a robust forward plan for your organisation.
Income Generation
Introduction to Creative Income Generation - Slides produced for training day held 31 October 2011.
Fundraising Plan template - everything you need to write a successful fundraising plan.
Tips and hints for Fundraising from Trusts and Foundations - How to write successful applications.
Checklist - Fundraising planning - Points to consider when developing a fundraising strategy or plan.
Checklist - Individual giving - Points to consider when working on a strategy to attract individual donors.
Exercise - Where your organisations excel - simple group activity to discover your organisations excellence.
Guidance - SMART Objectives - A 'how to' guide to creating SMART objectives, which are fundamental to successful planning for all elements of strategic planning including advocacy.
Other sources of information:
- Institute of Fundraising - you can sign up for their '3rd Sector' magazine.
- Charities Aid Foundation- an organisation helping donors and charities to be effective.
Online fundraising websites:
- Just Giving- It’s completely free to fundraise for, or donate to, a charity through JustGiving. They charge charities £15 per month, plus a small 5% fee on each donation, including Gift Aid, made through their site.
- Sponsume - online fundraising site. No fees are associated, although PayPal will charge 5% upon transfer of funds from the website to the organisations account.
- The Big Give - another fundraising website which helps donars increase the value fo their donation by doing GiftAid and offering matched donations during certain times.
Introduction to Marketing
Customer/Visitor Care - an explanation about why customer care is an intrinsic part of the marketing process.
How To Write A News Release - a step-by-step guide to writing news releases, with a working example.
Marketing Strategy Template - a template to help you identify all the products or services you will offer over next three years and allocate timescales for their introduction.
Marketing Cycle Sheet - all stages of the marketing cycle require that you have a deep understanding of your customers - who they are, what their habits are and the best way to send them targeted messages.
Top Tips to Creating Good Publicity Leaflets - a comprehensive give which covers how to identify your audience, identify the message you want to send them and work out the timescales for distribution.
Sustainabaility
For a range of materials on sustainability within your museum, explore the following fact sheets and documents, created for the Sustainable Somerset Museums project 2010-11.
Finance Risk Assessment template
Finance Diagnostic Report template
Fact Sheet 1 – Collecting Visitor Information
Fact Sheet 2 – Producing a Leaflet
Fact Sheet 3 – Introduction to Social Networking Sites
Fact Sheet 4 – Things to Think About in the Online World
Fact Sheet 5 – How to Create a Facebook Page
Fact Sheet 6 – Seeking Sponsorship
Fact Sheet 7 – Renewing Your Insurance
Fact Sheet 8 – Gift Aid
Fact Sheet 9 – Heritage Assets