Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners

BSBPUB503 Mapping and Delivery Guide
Manage fundraising and sponsorship activities

Version 1.0
Issue Date: April 2024


Qualification -
Unit of Competency BSBPUB503 - Manage fundraising and sponsorship activities
Description
Employability Skills
Learning Outcomes and Application This unit describes the skills and knowledge required to conduct and administer fundraising and sponsorship activities.It applies to individuals in not-for-profit organisations who typically have responsibility for the work of other staff and lead teams in developing submissions, identifying funding prospects and budgets according to organisational requirements.No licensing, legislative, regulatory or certification requirements apply to this unit at the time of publication.
Duration and Setting X weeks, nominally xx hours, delivered in a classroom/online/blended learning setting.
Prerequisites/co-requisites
Competency Field
Development and validation strategy and guide for assessors and learners Student Learning Resources Handouts
Activities 		Slides
PPT 		Assessment 1 Assessment 2 Assessment 3 Assessment 4
Elements of Competency Performance Criteria              
Element: Identify factors influencing fundraising or sponsorship
  • Identify relevant environmental issues in relation to fundraising and sponsorship
  • Identify available sources of funding or sponsorship including criteria, conditions or constraints related to funding
  • Conduct research to identify the most appropriate target public for fundraising or sponsorship activities in accordance with organisation profile and requirements
  • Identify and consider legal and ethical requirements in relation to fundraising or sponsorship
  • Make recommendations for fundraising, sponsorship campaigns or activities based on research findings
       
Element: Prepare a funding submission
  • 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
       
Element: Develop a fundraising or sponsorship campaign
  • 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 obtain agreement on a campaign plan for fundraising or sponsorship activities that meets organisational, ethical and legal requirements
       
Element: Implement a fundraising or sponsorship campaign
  • 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
       
Element: Evaluate campaign
  • 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
       


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.

ELEMENT

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Identify factors influencing fundraising or sponsorship

1.1 Identify relevant environmental issues in relation to fundraising and sponsorship

1.2 Identify available sources of funding or sponsorship including criteria, conditions or constraints related to funding

1.3 Conduct research to identify the most appropriate target public for fundraising or sponsorship activities in accordance with organisation profile and requirements

1.4 Identify and consider legal and ethical requirements in relation to fundraising or sponsorship

1.5 Make recommendations for fundraising, sponsorship campaigns or activities based on research findings

2. Prepare a funding submission

2.1 Evaluate organisation’s current operations and readiness to apply for funding

2.2 Develop a funding submission which meets the funding source’s guidelines and criteria

2.3 Ensure the submission complies with all legal and ethical requirements

2.4 Write the submission to meet the needs of the grantor and submitting organisation

3. Develop a fundraising or sponsorship campaign

3.1 Confirm the aims, objectives, outcomes and evaluation measures for a fundraising or sponsorship campaign with senior management

3.2 Conduct a feasibility study to ensure all aspects of the fundraising or sponsorship campaign have been considered

3.3 Examine and agree upon budgets with senior management

3.4 Prepare and obtain agreement on a campaign plan for fundraising or sponsorship activities that meets organisational, ethical and legal requirements

4. Implement a fundraising or sponsorship campaign

4.1 Conduct a fundraising or sponsorship campaign in accordance with plan

4.2 Monitor progress of campaign and make necessary alterations as required

4.3 Ensure any changes are agreed upon by relevant stakeholders

4.4 Ensure changes meet legal and ethical requirements

5. Evaluate campaign

5.1 Evaluate campaign outcomes against outcomes documented in campaign plan

5.2 Obtain feedback on performance of fundraising or sponsorship campaign from stakeholders

5.3 Develop mechanisms to incorporate feedback into any future fundraising campaigns

Submission Requirements

List each assessment task's title, type (eg project, observation/demonstration, essay, assignment, 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.

ELEMENT

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Identify factors influencing fundraising or sponsorship

1.1 Identify relevant environmental issues in relation to fundraising and sponsorship

1.2 Identify available sources of funding or sponsorship including criteria, conditions or constraints related to funding

1.3 Conduct research to identify the most appropriate target public for fundraising or sponsorship activities in accordance with organisation profile and requirements

1.4 Identify and consider legal and ethical requirements in relation to fundraising or sponsorship

1.5 Make recommendations for fundraising, sponsorship campaigns or activities based on research findings

2. Prepare a funding submission

2.1 Evaluate organisation’s current operations and readiness to apply for funding

2.2 Develop a funding submission which meets the funding source’s guidelines and criteria

2.3 Ensure the submission complies with all legal and ethical requirements

2.4 Write the submission to meet the needs of the grantor and submitting organisation

3. Develop a fundraising or sponsorship campaign

3.1 Confirm the aims, objectives, outcomes and evaluation measures for a fundraising or sponsorship campaign with senior management

3.2 Conduct a feasibility study to ensure all aspects of the fundraising or sponsorship campaign have been considered

3.3 Examine and agree upon budgets with senior management

3.4 Prepare and obtain agreement on a campaign plan for fundraising or sponsorship activities that meets organisational, ethical and legal requirements

4. Implement a fundraising or sponsorship campaign

4.1 Conduct a fundraising or sponsorship campaign in accordance with plan

4.2 Monitor progress of campaign and make necessary alterations as required

4.3 Ensure any changes are agreed upon by relevant stakeholders

4.4 Ensure changes meet legal and ethical requirements

5. Evaluate campaign

5.1 Evaluate campaign outcomes against outcomes documented in campaign plan

5.2 Obtain feedback on performance of fundraising or sponsorship campaign from stakeholders

5.3 Develop mechanisms to incorporate feedback into any future fundraising campaigns

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, conditions or constraints related to funding 
Conduct research to identify the most appropriate target public for fundraising or sponsorship activities in accordance with organisation profile and requirements 
Identify and consider legal and ethical requirements in relation to fundraising or sponsorship 
Make recommendations for fundraising, 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 obtain agreement on 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

BSBPUB503 - Manage fundraising and sponsorship activities
Assessment task 1: [title]

Student name:

Student ID:

I declare that the assessment tasks submitted for this unit are my own work.

Student signature:

Result: Competent Not yet competent

Feedback to student

 

 

 

 

 

 

 

 

Assessor name:

Signature:

Date:

Assessment Record Sheet

BSBPUB503 - Manage fundraising and sponsorship activities

Student name:

Student ID:

Assessment task 1: [title] Result: Competent Not yet competent

(add lines for each task)

Feedback to student:

 

 

 

 

 

 

 

 

Overall assessment result: Competent Not yet competent

Assessor name:

Signature:

Date:

Student signature:

Date: