• BSBPUB503A - Manage fundraising and sponsorship activities

BSBPUB503A
Manage fundraising and sponsorship 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.

Application

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.


Elements and Performance Criteria

ELEMENT

PERFORMANCE CRITERIA

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 for, and any conditions or constraints on, funding

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

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

1.5. Make recommendations for fundraising or 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 have agreed, 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

Required Skills

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.

Evidence Required

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.


Range Statement

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


Sectors

Unit sector


Competency Field

Business Development - Public Relations


Employability Skills

This unit contains employability skills.


Licensing Information

Not applicable.