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First, what is diversity? Diversity is ‘the fact of many different types of things or people being included in something’. So how do we apply this when looking to build a successful team, or board of trustees? How do we know who to include?
Charities working towards the reduction of casualties on the road can join police forces, fire and rescue services and local authorities in applying for funding from the Road Safety Trust.
One year after the publication of the Government’s landmark Loneliness Strategy, which outlined almost 60 commitments to end loneliness, Minister for Civil Society Baroness Barran has announced a new £2million fund to help organisations.
Charities working to provide healthcare to disadvantaged adults and children in the UK can apply for one of a number of grants of £10,000 to £40,000 from health plan provider Simplyhealth.
A new Carers Innovation Fund has been launched to help finance innovative ways of supporting unpaid carers.
A new fund has been launched to support charities that are helping to reskill people whose industries have been affected by automation.
Charities with a turnover of under £1m are invited to apply for funding from the Aviva Community Fund
The lockdown and absence from buildings will have hit some churches harder than others. Yes, some will have included a "give now" link in Zoom and YouTube services but many will not have done, and of those that have, some will have gained a greater response than others.
With polls showing a general reluctance among UK workers to return to their old commute and office-based routines, online video calls are clearly here to stay.
Anglican Communion Office
Together We Learn
Greenfields Evangelical Church, Swansea
Clergy Support Trust
On Tuesday 20th October, 2020, we celebrated 30 years of service to the third sector with an online party, complete with wine, nibbles, party hats and over 60 guests assembled from our charity and not-for-profit clientele.
Action Planning has an extensive team of outstanding and highly-experienced Consultants. This month we are delighted to introduce – and welcome - one of the newest members of our network, former Oxfam CEO Mark Goldring.
Crowthorne Baptist Church
Fundraising Consultant
Fundraising and Market Consultant
2019 has been a really exciting year for fundraising. Despite the challenges fundraisers face, I feel that they have shown incredible grit and resilience in 2019.
Fundraising Consultant
Senior Consultant
Marketing Consultant
Senior Strategy Professional
Major Giving Consultant
Applications for the People’s Postcode Lottery Dream Fund opened this week.
Are you a charity that helps women enter the workplace? If so, you may wish to join forces with Futures for Women to help disadvantaged women in the UK attain their career ambitions and become financially independent.
Arts Council England has set up a fund worth £160million to ensure the people and organisations that make up our arts, museums and libraries are protected during the coronavirus crisis.
St Mary’s Church, Bloxham
Let's all pull together
Steering a board to new goals: Crossways Community
New Year is the perfect time to ‘health check’ not just ourselves, but our charities too. And what better way than with an awayday? Action Planning Associate Karen Morton tells us how we can “hold the space”.
Office Manager
Strategy & Transformation Consultant
Trust applications to fund new accommodation for patients’ families: COSMIC
Increase the chances of success
This past decade of austerity and cuts in publicly funded services has seen churches stepping in to fill the gaps
Social Media Consultant
Present your personality
Anglican Diocese of Oxford
What does relationship fundraising look like in today’s world? And how should charities be balancing short-term need with lifetime value? By putting our supporters first, argues Emily Petty, valuing every way they engage with us and focusing on the experiences that they have.
To celebrate its 85th birthday, gas company Calor has increased the value of its Rural Communities Fund to £85,000, which it will divide into 22 prizes.
Churches looking to rekindle a capital appeal project in the wake of lockdown can increase their chances of success with the help of Action Planning.
Approach big challenges methodically
Capital appeal feasibility study: Weston Park Cancer Charity
Funding planning study for 2020 Lambeth Conference: The Anglican Communion
Carbon Capture and Storage Association
Senior Leader
Associate Consultant
Over the last few years I feel we have been in a ‘great depression’ within the charity sector. This has been fuelled by numerous negative media stories and more recently the introduction of the GDPR (General Data Protection Regulation)
Working in the voluntary sector, we spend most of our time thinking about and helping others - it’s in the job description, after all! Just occasionally however, maybe we should take a moment to really think about what we do and the good that we do for charity. And give ourselves a well-deserved pat on the back. Not often of course… maybe just once a year, at Christmas!
All of us, obviously, want things to go smoothly at our charity; but what to do when things go wrong? How we handle a crisis could well mean make or break. Expert Felicia Willow gives her ‘five priorities’ to best manage a crisis – and come out the other side!
Charities and not-for-profit organisations that work with disadvantaged youngsters can now apply for grants of up to £10,000 per year for up to three years from the BBC Children in Need Small Grants programme.
Action Planning has worked with hundreds of Christian charities and churches over the years, and one of the themes that frequently emerges is that it is really hard to raise funds for Christian causes.
One of Action Planning’s regular training seminars, the event focussed on how churches can practically approach a capital fundraising appeal of any size. Here, Sean explains some of the main learning points that arose from the day.
Action Planning recently had the privilege of working with three churches across Gloucestershire and Oxfordshire. Each church will modernise their building to become more accessible for the congregation and the community that they serve.
Senior Consultant
Organisations involved in tackling climate change will soon be able to apply for funding from The National Lottery Community Fund. The UK’s biggest funder of community activity has launched a new £100 million Climate Action Fund.
Community groups in Wales have two more weeks to apply for funding from the new £1million Co-Op Foundation fund.
Co-op Foundation, the charity arm of the grocery chain, is partnering with the #iwill Fund to offer grants of up to £35,000 to support projects that enable young people to provide support for their peers making the transition from primary to secondary school.
You're good, but could you be better?
Clarifying a CEO’s needs and expectations: london institute for contemporary christianity (licc)
As a not for profit leader you probably feel under siege at the moment. Covid-19 may be impacting your income, operations and your staff, not to mention your family and friends. The world has turned upside down and – even when this is over – may never be the be the same again.
Make your communications compelling
Develop a communications strategy: The Richmond Charities
Local community projects in London are being offered the opportunity to apply for match funding of up to £10,000, thanks to a joint initiative between Crowdfunder and Trust for London.
Every charity situation is different; every individual responds to crisis in different ways; and every individual will be affected by the current crisis in different ways – personally and professionally.
As fundraisers, we all know how difficult it is to get through the door of a corporate. So when we do, it’s crucial we use the opportunity effectively. Fundraising expert Layla Moosavi Rivers tells us how to prepare to succeed.
Bid Writing and Prospect Research Consultant
Oxford Diocese
I’ve been reflecting a lot on all that’s hidden at the moment, when we’re dispersed and working from home. How important it is to check in regularly with people. Conversations can only happen on Zoom or the phone or Skype, and I’m wondering how much important stuff about ‘how we are’ – how people are actually experiencing this and managing to work – is being missed.
Do you struggle to get noticed by the right people?
Having recently read 79 applications for one role, and 6 for another, I have become a bit blasé about ‘passionate’, ‘committed’, ‘high achiever’, ‘driven’, ‘results orientated’ ….. you see the same words and phrases coming up again and again.
Management Consultant & Mentor
Senior Consultant
Specialist Charity Lawyer
Market Research Consultant
Individual Giving Consultant
Bid Writing Consultant
Gain access to a wider market
Getting together to give is not new. People have acted collectively to donate their money or time for generations. But over the last decade there has been renewed interest in “giving circles”. Philanthropy specialist Rob John discusses why this is important for the charity sector.
In our increasingly complex society, we now need an astonishing array of policies to cover every conceivable (and occasionally inconceivable!) eventuality.
Action Planning Consultant
Associate Consultant
One of your charity Trustees (or ex-Trustees) may seem like the perfect candidate to join your staff team. However, as expert Felicia Willow explains as she ‘navigates the minefield’, employing Trustees is not straightforward, and in some cases not even possible.
The UK’s biggest online match funding campaign, The Christmas Challenge from The Big Give, has extended its deadline for applications by a week to next Friday, 19th July.
I have just passed the one year anniversary of leaving a permanent role to become a freelance consultant in the charity sector. I didn’t celebrate it in the way I had perhaps expected, as it was the same day the UK went into ‘lockdown’ due to the Covid-19 outbreak.
Governance & Strategy Consultant
It’s August, it’s Summer and it’s too hot to be thinking about recruitment. Right? Wrong! With one of the peak times of year for recruitment only a few weeks away, charities should already be starting to think about and getting ready to hire the best and hottest new candidates.
Associate Consultant
Britain Yearly Meeting of the Religious Society of Friends (Quakers)
Poor trustees – always being bashed these days! But these observations, from an experienced governance consultant, will help trustees and Chief Executives take an objective look at how they are doing, and take some simple steps today that will help avoid problems tomorrow. 
Almost every organisation will say that its people are its greatest asset. And yet far too many organisations pay lip service to ‘training and development’. Top athletes achieve astonishing feats – often more than they themselves believed possible, and often because of the support of their coach. How much more could your people achieve if properly coached? And what is coaching anyway?
The Esmée Fairbairn Collections Fund is offering grants worth up to £250,000 to support the development of existing collections, held by an accredited museum or partnership.
Develop a fundraising and marketing strategy: Every Child a Musician
Raising a congregation’s sights: Stanground and Farcet CofE Churches
Recognising your full fundraising potential: Care and Relief for the Young (CRY)
Understanding funding from a Christian perspective: Stewardship
Keeping a Fundraising Plan on Track: wycliffe bible translators
Maintaining a Steady Hand: british tinnitus association
Firm foundations for a fundraising strategy: Friends International
Have confidence in your fundraising plans
Fundraising strategy training and development day for whole fundraising team: WPCC
There are many principles from the INGO world that can be helpful as you respond to coronavirus.
Helping a global charity find its local voice: JMM
Directing the way forward: St Francis Leprosy Guild
Back in January we published a case study on our work with Futures For Women, helping the 160-year-old charity to examine its relevance today and establish a vision and mission that would carry the charity forward with renewed vigour. Last week, we heard from FFW secretary Jane Hampson with some encouraging news.
Help create a high-performing Board: Weston Park Cancer Charity
Encouraging the board to open up: Crossways Community
The Charity Commission recently reviewed their ‘problem cases’, and came up with a list of the nine things that trustees most commonly don’t do, that could have prevented most of those cases happening at all
Understanding the real objective: Highway Trust
Passing control from a founder to a board: RNW
Achieve alignment in your leadership
Develop the International Board: Mission Without Borders International
A Whole New Goal: The Lacrosse Foundation
Organisations that help to cut food waste by redistributing surplus food to people in need are being invited to apply for grants from a new round of DEFRA funding.
The Government’s pledge to roll out 5G to the UK’s rural communities has been backed up by a £30million prize fund. Up to 10 5g research and development projects will be chosen for funding over the next two years.
The National Churches Trust (NCT) Cornerstone Grants programme provides grants of between £10,000 and £50,000 to help fund urgent structural repairs and modernisation work.
The War Memorials Trust is offering grants of up to £30,000 towards the protection and conservation of war memorials throughout the UK.
Is your organisation looking for new funding streams but knocking up against a cultural resistance to selling? Action Planning Consultant and earned income specialist Ruth Dwight offers her tips for instilling a charitable sales mindset.
Nesta Challenges is inviting charities and social enterprises to bid for grants from a £1m fund, called the Tech to Connect Challenge, launched to help the development of tech-based solutions to social isolation.
Over the past year I’ve noticed that charities are starting to see the real value and importance of gathering insight and intelligence from their key audiences – whether they are beneficiaries, supporters or stakeholders.
Imperial Health Charity
Global Hope Network International, UK
CO2 Value Europe
Transforming Places Through Heritage is a £15million grant programme from the Architectural Heritage Fund, aimed at supporting charities and social enterprises to develop projects creating alternative uses for redundant or underused historic buildings in town centres.
The Industrial Strategy Challenge Fund (ISCF) is running a competition for collaborations, including charities, to develop products, services and business models which support people as they age, and demonstrate how they will be adopted at scale.
I’d like to talk to you today about dealing with uncertainty and ambiguity in the current crisis. In a lot of leadership development programmes we talk about navigating through a VUCA world – Volatile, Uncertain, Complex and Ambiguous
We live in very challenging times. Right now, coronavirus is forcing individuals to self-isolate and organisations to reduce face-to-face contact, both of which could have a real impact on charity productivity and their ability to deliver outcomes.
Any organisation that is dependent on one source for more than 30% of its income is at risk. Many charities are dependent on one source for 80% - 90% of their income! Diversification is the name of the game – but where to start? And how can we make sure it doesn’t all go horribly wrong? We explore some practical and pragmatic approaches.
Good directors are hard to find in any circumstances, but for a Christian charity that requires candidates to be practising Christians who accept the organisation’s faith statement, the field is narrowed drastically.
For most organisations, major capital projects are not common occurrences – they only come along perhaps once every five to ten years. From a fundraising perspective, what’s the best way to prepare for this, in particular to ensure that ongoing revenue...
We turn our attention to the recruitment of a Chief Executive. But surely recruitment is recruitment isn’t it? Well, yes and no. Some posts need to be handled in very particular ways – especially in the early stages.
In recent issues we have considered the best approach for recruiting trustees, and Chief Executives. Now it is the turn of the Fundraising Director.
Perhaps we should start with ‘how not to recruit trustees’ – because frankly the wrong way is the most common way, yet there are some very good reasons why it’s the wrong way.
Flexible help for any challenging people problems
Funding Consultant
What is supporter experience and why is it so important? Action Planning Consultant Ian O’Reilly explains what supporter experience is all about and why it matters
Part 2: Why we should be focusing on supporter experience more than ever. In the second of two articles, Action Planning Consultant Ian O’Reilly considers the importance of supporter experience in the light of COVID-19.
Individual giving audit: Weston Park Cancer Charity
Don't be afraid to ask
Short term solutions
Interim CEO posts can be a high-impact and effective use of resources for charities of all sizes, but the opportunities are sometimes resisted due to the higher costs of skilled interim leaders.
Looking back over 2019 as an HR consultant working with a range of different clients, there have been a number of key themes that have driven the people management agenda in the last 12 months.
NCVO/Bates Wells Trustee Conference 2019 is taking place on Monday 4th November in the City of London and we’ll be there, amongst around 400 trustees and executives from across the charity sector.
Management Consultant
Lead Consultant
Executive Coach
Senior Consultant
As a charity CEO for 32 years, I have been through crises before. Here are five things to think about.
If you are a charity CEO, you know you can’t do it all by yourself. Which is why the Leadership Team is so important. The most effective organisations are led by a committed, unified team sharing responsibility for the whole. Expert David Bull tells us why – and how to make your leadership team the best!
We might never have seen anything like this; I’ve certainly never lived through anything quite like it. But others have those people hit by famine, earthquakes and tsunamis; those in Syria bombed and besieged by their own government...
Having led a number of large charities, most relevantly Oxfam, in responding to disasters around the world, as well as it’s own internal challenges, I want to offer an observation that might help those of us supporting others to rise to the challenge of leading their organisations in the current crisis.
It is sad to see so many media outlets and commentators jumping on the Oxfam-bashing bandwagon – mostly with comment and posturing – so instead here is some practical advice about how to set up a framework for dealing with reputational risk – before disaster strikes.
Charities in the North of England can apply for a share of a £100,000 fund pot from a partnership of Northern Gas Networks (NGN), Northern Powergrid and Leeds Community Foundation.
Legacies are an important source of funding, yet more than half of charitable bequests are left by previously ‘unknown’ donors. Lucky? For the charity, yes. But effective legacy fundraising is about much more than luck. We look at the potential for your charity to develop a long-term, sustainable legacy fundraising strategy.
Lloyds Bank Foundation has announced its last round of Enable grants, offering up to £15,000 to help charities develop or trial new approaches to service delivery.
A new fund coordinated by London Funders has been set up to support London’s civil society groups affected by covid-19.
Can you believe the London Marathon has been running for 40 years? Over that time it has raised millions for charitable causes.
Long-term planning for a community gem: GRACE
Fundraising & Bid Writing Consultant
Build supportive relationships
While management is often described as the coordination and organisation of business activities to meet a defined purpose, the management of people is not always valued. Yet as Action Planning Consultant Eleanor Mitchell explains, it is the people within an organisation that create its success.
Felicia Willow is an experienced interim CEO but the lockdown has thrown up challenges that even she hasn’t had to deal with before. Watch Felicia’s short video highlighting five valuable tips for managing a team you’ve never met when you can’t get together in person.
It was Warren Buffet who once said “It takes twenty years to build a reputation and five minutes to ruin it” – a statement that resonates more today than ever before; except these days when a damaging social media post can travel the world in a click of a mouse, it can only take five seconds.
Managing people’s performance is one of the key issues facing any charity. After all, in most cases the people are the charity. If, however, your organisation is faced with underperformance issues, HR professional Tracy Madgwick advises on how to manage these effectively.
Market research to inform expansion of service: Family Support Work
Who do you think you are talking to?
Assessing feasibility for expansion plan: St Mary’s Cogges
Clarifying a CEO's Needs and Expectations: LICC
Marketing and Communications in small charities has its own particular challenges and requirements. Expert Layla Moosavi advises that it’s about going back to basics, knowing your audience, reviewing your strengths and resources, focusing and prioritising, and planning, planning, planning.
Recognising your full fundraising potential: CRY
Reach your potential support
Better messaging to a remote audience: Shropshire Rural Communities Charity
The second round of funding from Trust for London and Crowdfunder’s Connected Communities Match Fund is now open for applications.
Community groups working to develop public green spaces in their local area are invited to apply for match funding from the Government ‘Pocket Parks’ scheme.
Senior Consultant
We are all working towards the same goal and it is only by working together that we can make a difference for the causes we believe in.
We are all working towards the same goal and it is only by working together that we can make a difference for the causes we believe in.
“The stories and data about what you do, why, and the difference this makes are key to inspiring funders and achieving a sustained impact.”
Show the difference you're making
“Remember that not everyone is the same and that some team members may find remote working a challenge”... So, you have a very good team, all working from home. For much of the time, you can just let them get on with it. But there can be a fine balance between a hands-off approach and the very real risk that any one of them could feel left behind.
Finance Manager
UK heritage organisations are being invited to apply for grants worth £5million and more, as part of a new awards programme from The National Lottery Heritage Fund.
The Nationwide Building Society is awarding grants of between £10,000 and £50,000 to local housing projects that; prevent people from losing their home, help people into a home, and/or support people to thrive within the home environment.
The National Churches Trust has three grant programmes currently inviting applications for funding. In each case, grants will be awarded for up to 50% of the project cost.
Nesta Challenges is inviting charities and social enterprises to bid for grants from a £1m fund, called the Tech to Connect Challenge, launched to help the development of tech-based solutions to social isolation.
The Government’s Rural Community Energy Fund (RCEF) is inviting new community projects across England to apply for feasibility study grants of up to £40,000 to support renewable energy initiatives.
Small UK not-for-profit organisations working on international development projects can now ap-ply for a grant through the latest round of funding from the Department for International Devel-opment’s Small Charities Challenge Fund (SCCF).
The Fundraising Regulator has released a new Code of Practice that takes effect in October 2019. It is a big step forward in bringing together the existing Code and rule books into one, better written and better organised document.
New grants worth up to £100,000 are being made available to organisations planning to work with locally based partners in Libya, Syria or Yemen on projects of benefit to the local heritage, society and economy.
A grant fund worth £60,000 has been made available to charities across the South of England to support community projects.
A grant fund worth £60,000 has been made available to charities across the South of England to support community projects.
The Vision Foundation has launched a new fund to address the most pressing issues affecting blind and partially sighted people in London today.
Fundraising Consultant
Citizens Advice Craven & Harrogate Districts
If you’re a parish church, choir school, choral foundation or cathedral that maintains a high standard of choral services, you may be eligible for a grant of up to £5,000
Research and develop a retention strategy for care home staff: Pilgrims’ Friend Society
Detailed Salary Benchmarking: aid to the church in need
The recent Spending Review contained news that the Listed Places of Worship Grant Scheme will continue until 31st March 2021. This is an extension on the previous expiry date of 31st March 2020.
Clock Tower Sanctuary
Town and Manor of Hungerford
Preparing for the worst to enable the best: LWA
Does your Procurement Department always get you the best deal? We share some experiences of disastrous procurement processes – and one excellent one! 
I’ve been a professional project manager for over 20 years and freelance for about 10.  Because of that, I take it for granted that ‘project management matters’ and assume that everyone feels the same way.
In the wake of the recent crisis in the International Development sector following revelations of unacceptable behaviour by some staff, expert David Bull deliberates culture change to achieve safeguarding objectives, and advocates ten key elements to ensure a protective organisational culture.
St Mary’s Church, Painswick
Actors’ Children’s Trust (ACT)
Market Research Consultant
Pilgrims’ Friend Society
Reconsidering relevance in much changed world: FFW
If your organisation is planning to employ a fundraiser for the first time, here are some essential things to do - and some things to avoid - to maximise the chances of success.
Recruit a Head of Philanthropy: British Paralympic Association
Recruit a Chief Executive: Pilgrims’ Friend Society
Recruit trustees: One YMCA
Recruit a Chief Executive: Right Now Foundation
Screening for the ideal candidate - God TV
Helping to define a key role: RMHC
Provide an interim Development Director: LAMDA
Saturday 5th October saw Action Planning deliver the second of three workshops in partnership with the Diocese of Oxford.
November saw Action Planning set up its stand at both the NVCO Trustees Conference and the ACEVO Conference. Andrew Middleton was at both and has summed up the issues that were being discussed.
I imagine one of the challenges which you might be facing at this time is managing the pressures on your cash flow and finances more generally. One of the ways in which this pressure can be mitigated is by reviewing the various funding pots that you hold, such as reserves, designated funds, restricted funds and endowment funds...
Prison Fellowship
One of the great things about being an Action Planning consultant is that I get the chance to talk to many charities about how they operate and what is affecting them.
Expect the unexpected
Management Consultant
Determining the appropriate salary for a job is not always easy, and also of course depends on what your organisation can afford to pay. Charity specialists action planning consider how to decide the right remuneration for a role, including salary benchmarking.
Associate Consultant
Find the right person for that hard-to-fill senior post
Creative Director
Andrew Betts, Director of Advantage Africa was very quick off the mark, by turning the piece in our last issue into a self-assessment questionnaire for his trustees.
CEO & Trustee
I’d like to talk to you about the importance of connection. So, now we’re all working in a virtual world and it’s really important to keep that connection with your team members when we’re working remotely...
Plot your course
Develop a long term sustainable strategic plan: Family Support Work
Develop options and plans for strategic growth: The Richmond Charities
Providing objectivity for an organisational review: Voluntary Action South West Surrey
Pinpointing priorities to realising potential: Burrswood Health & Wellbeing
A root and branch planning review: FoWA
Effingham Village Recreation Trust
Help your team play to their strengths
African Child Trust
Stewardship / The Island
I was fascinated to read recently that Einstein’s ‘Theory of Happiness’ had been sold at auction for £1.19m. Spoiler alert – at the end of this piece I’m going to tell you what it is!
Action Planning gets asked to help with an extraordinarily diverse range of issues, from an equally diverse range of organisations. Take a look through our recent caseload, and see whether any of these resonate with some of the challenges you are facing in your charity.
Charities can now apply to be part of The Times’ 2019 Christmas Appeal. The successful appli-cants will be featured in articles running in the paper throughout the appeal, which runs over the Christmas period.
The idea of the ‘impetus’ has been the elusive challenge that I have been grappling with. For some years now, my charity has been focusing on how we can change attitudes towards the ‘other’. How do we engage with those people and those views when there is nothing to persuade them to engage?
The most honest feedback I receive in life is after the final whistle is blown and I’m sitting in the pub with my mates.  For me, the feedback is often brutal as they take turns to analyse my football skills, detailing my ‘lack of pace’ in trying to keep up with the pacey 17-year-old...
Organisations running clubs, activities or events for disabled people can apply for grants to pay for equipment and training from a new fund launched by Toyota, worth £250,000.
Senior HR Consultant
Recent developments have affected the way in which payments from a trading subsidiary to its parent charity must be shown in the accounts. If your charity has a trading subsidiary – or you think perhaps it should have one – then you need to read this article by charity specialist lawyer David Kirby.
The Charity Governance Code recommends that the Boards of all charities – large and small – review their performance and effectiveness. Do you have a plan in place for doing that? And are you implementing the plan?! Felicia Willow discusses the many benefits of the process.
Steering a Board to New Goals: Crossways Community
Develop your knowledge and skills
Addressing the responsibilities of the modern trustee: Britain Yearly Meeting of the Religious Society of Friends (Quakers)
Addressing the responsibilities of a modern trustee: Britain Yearly Meeting of the Religious society of friends (Quakers)
Not-for-profit organisations in England raising funds for environmental or community-based projects can apply for a grant of between £10,000 and £75,000 from the Veolia Environmental Trust.
Chartered Accountant
Getting together to give is not new. People have acted collectively to donate their money or time for generations. But over the last decade there has been renewed interest in “giving circles”. Philanthropy specialist Rob John discusses why this is important for the charity sector.
Action Planning has developed an innovative and effective approach to governance reviews, in partnership with Digi-Board™, that is designed to help not-for-profits overcome the barriers of cost, time and convenience.
When it comes to publicising the work of your charity, a good website is essential. We hear from a lot of people who know this but feel hamstrung by cost, saying it will require £20k or more. Well, you might be encouraged to learn that our new website was designed, built and written for less than £10k.
In the first of four articles on overcoming the cultural barriers to fundraising, Action Planning Consultant Emily Petty starts with a clean slate.
In the second of four articles on overcoming the cultural barriers to fundraising, Action Planning Consultant Emily Petty explains the importance of human connection.
In the third of four articles on overcoming the cultural barriers to fundraising, Action Planning Consultant Emily Petty prepares the ground for growth.
In the last of her four-part series on overcoming the cultural barriers to fundraising, Action Planning Consultant Emily Petty applies the jump leads.
I like to think I was perhaps one of the first people to harness ‘2020 Vision’ as the title of their strategic plan, when I wrote Action Planning’s first strategy in 1996.
Online content is the most cost-effective way to reach large numbers of people. But what is meant by ‘content’, what should it address, and what actually is a ‘content strategy’…and does your charity need one? Marketing professional Fiona Lewis helps explains!
An appeal for a major capital project is not an everyday occurrence for most organisations, and if this is outside the experience of all the key people (eg trustees, senior management team) it can be very difficult to know where to start.
This may seem an extraordinary topic to explore in a charity sector newsletter, but over the past 12 months Action Planning has worked with at least 6 organisations for whom this was a significant issue.
Charities pride themselves on making a difference, yet so often we seem to get caught in the rut of doing the same old same old – usually with fewer resources! How can we lift our eyes from the treadmill, and scan distant horizons?
One of the most powerful game-changers for an organisation serious about major donor fundraising is to look at everything through their donors’ eyes
The role carries a lot of responsibility, has legal and financial liabilities, can be extremely hard work, is frequently stressful, often under-valued… and it’s unpaid… So why on earth would anyone be a charity Trustee?! For a number of (very good) reasons, in fact…
The Government has set up a Windrush Day Grant Scheme, with a fund worth £500,000, to support organisations in celebrating and educating their community about the arrival of the MV Empire Windrush
As we face up to the initial challenges – programme, people, financial – of the impact of the virus, we’ve also got to start looking at the longer-term financial implications and how we’re going to manage them.
Interviewed at the recent Christian Resources Exhibition, Chairman David Saint speaks candidly about how Action Planning started almost 30 years ago (spoiler alert, he was fired!), and what the organisation can offer to help charities.
I have picked up a few practical points from facilitating some Zoom-based workshops in the past few weeks, and I thought it might be useful to share them…

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