- BSBPUB503A - Manage fundraising and sponsorship activities
Assessor Resource
BSBPUB503A
Manage fundraising and sponsorship activities
Assessment tool
Version 1.0
Issue Date: April 2024
This unit applies to senior public relations professionals who manage public relations in the not-for-profit sectorthey usually coordinate activities of team members in developing funding submissions or allocating budgets, and implement specific public relations activities.
This unit describes the performance outcomes, skills and knowledge required to conduct and manage fundraising and sponsorship activities for a not-for-profit organisation, and to align fundraising and sponsorship activities with organisational requirements.
No licensing, legislative, regulatory or certification requirements apply to this unit at the time of endorsement.
You may want to include more information here about the target group and the purpose of the assessments (eg formative, summative, recognition)
Employability Skills
This unit contains employability skills.
Evidence Required
List the assessment methods to be used and the context and resources required for assessment. Copy and paste the relevant sections from the evidence guide below and then re-write these in plain English.
The Evidence Guide provides advice on assessment and must be read in conjunction with the performance criteria, required skills and knowledge, range statement and the Assessment Guidelines for the Training Package. | |
Overview of assessment | |
Critical aspects for assessment and evidence required to demonstrate competency in this unit | Evidence of the following is essential: developing and successful executing and evaluating a fundraising or sponsorship campaign. |
Context of and specific resources for assessment | Assessment must ensure: access to an actual workplace or simulated work environment access to office equipment and resources access to examples of public relations documents. |
Method of assessment | A range of assessment methods should be used to assess practical skills and knowledge. The following examples are appropriate for this unit: analysis of responses to case studies and scenarios assessment of written reports on campaign activities examples of promotional or media activities undertaken as part of fundraising or sponsorship campaigns direct questioning with review of portfolios of evidence and third party workplace reports of on-the-job performance by the candidate observation of presentations oral or written questioning review of authenticated documents from the workplace or training environment review of testimony from team members, colleagues, supervisors or managers. |
Guidance information for assessment | Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended, for example: BSBPUB501A Manage the public relations publication process BSBPUB502A Develop and manage complex public relations campaigns. |
Submission Requirements
List each assessment task's title, type (eg project, observation/demonstration, essay, assingnment, checklist) and due date here
Assessment task 1: [title] Due date:
(add new lines for each of the assessment tasks)
Assessment Tasks
Copy and paste from the following data to produce each assessment task. Write these in plain English and spell out how, when and where the task is to be carried out, under what conditions, and what resources are needed. Include guidelines about how well the candidate has to perform a task for it to be judged satisfactory.
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Required skills |
culturally appropriate communication skills to relate to people from diverse backgrounds and people with diverse abilities interpersonal skills to work with a variety of stakeholder such as employees, team members, senior management, volunteers and other external stakeholders and manage conflict effectively literacy skills to write and make presentations for funding or sponsorship submissions organisational, time-management, problem-solving and project management skills to simultaneously manage multiple project activities research and data collection skills to evaluate donor and sponsorship environment. |
Required knowledge |
computer software applications overview knowledge of key provisions of relevant legislation from all levels of government that affects business operations, codes of practice and national standards, such as: anti-discrimination legislation and principles of equal opportunity, equity and diversity copyright defamation and libel ethical principles such as those outlined in the Public Relations Institute of Australia CodeofEthics and the Australian Journalists Association CodeofEthics marketing codes of practice and conduct such as the Australian Direct Marketing Association Limited (ADMA) Direct Marketing Code of Practice privacy laws sweepstakes regulations Trade Practices Act 1974 (Cth) organisational culture, policies, procedures and operating environment principles and practices of fundraising, donor motivation and fundraising alternatives principles and practices in relation to the media industry. |
The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Bold italicised wording, if used in the performance criteria, is detailed below. Essential operating conditions that may be present with training and assessment (depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts) may also be included. | |
Funding or sponsorship may include: | corporate sponsorships and partnerships government grants non-government grants private trust and foundations |
Legal and ethical requirements may include: | community standards cultural expectations and influences ethical principles industry codes of conduct legislation regulations society's expectations |
Fundraising or sponsorship campaign may include: | alumni annual campaigns bequests capital campaigns cause related marketing direct mail campaigns doorknocks gaming major gift giving memberships merchandising and income earned ventures planned giving special events street appeals |
Relevant stakeholders may include: | community groups contractors general public government departments industry associations investors management media organisations politicians public service staff sponsorship organisation representatives unions |
Copy and paste from the following performance criteria to create an observation checklist for each task. When you have finished writing your assessment tool every one of these must have been addressed, preferably several times in a variety of contexts. To ensure this occurs download the assessment matrix for the unit; enter each assessment task as a column header and place check marks against each performance criteria that task addresses.
Observation Checklist
| Tasks to be observed according to workplace/college/TAFE policy and procedures, relevant legislation and Codes of Practice | Yes | No | Comments/feedback |
|---|---|---|---|
| Identify relevant environmental issues in relation to fundraising and sponsorship | |||
| Identify available sources of funding or sponsorship including criteria for, and any conditions or constraints on, funding | |||
| Conduct research to identify the most appropriate target public for fundraising or sponsorship activities in accordance with organisational profile and requirements | |||
| Identify and consider legal and ethical requirements in relation to fundraising or sponsorship | |||
| Make recommendations for fundraising or sponsorship campaigns or activities based on research findings | |||
| Evaluate organisation's current operations and readiness to apply for funding | |||
| Develop a funding submission which meets the funding source's guidelines and criteria | |||
| Ensure the submission complies with all legal and ethical requirements | |||
| Write the submission to meet the needs of the grantor and submitting organisation | |||
| Confirm the aims, objectives, outcomes and evaluation measures for a fundraising or sponsorship campaign with senior management | |||
| Conduct a feasibility study to ensure all aspects of the fundraising or sponsorship campaign have been considered | |||
| Examine and agree upon budgets with senior management | |||
| Prepare, and have agreed, a campaign plan for fundraising or sponsorship activities that meets organisational, ethical and legal requirements | |||
| Conduct a fundraising or sponsorship campaign in accordance with plan | |||
| Monitor progress of campaign and make necessary alterations as required | |||
| Ensure any changes are agreed upon by relevant stakeholders | |||
| Ensure changes meet legal and ethical requirements | |||
| Evaluate campaign outcomes against outcomes documented in campaign plan | |||
| Obtain feedback on performance of fundraising or sponsorship campaign from stakeholders | |||
| Develop mechanisms to incorporate feedback into any future fundraising campaigns |
Forms
Assessment Cover Sheet
BSBPUB503A - Manage fundraising and sponsorship activities
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Assessment Record Sheet
BSBPUB503A - Manage fundraising and sponsorship activities
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Assessment task 1: [title] Result: Competent Not yet competent
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Feedback to student:
Overall assessment result: Competent Not yet competent
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