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Evidence Guide: BSBPUB503 - Manage fundraising and sponsorship activities

Student: __________________________________________________

Signature: _________________________________________________

Tips for gathering evidence to demonstrate your skills

The important thing to remember when gathering evidence is that the more evidence the better - that is, the more evidence you gather to demonstrate your skills, the more confident an assessor can be that you have learned the skills not just at one point in time, but are continuing to apply and develop those skills (as opposed to just learning for the test!). Furthermore, one piece of evidence that you collect will not usualy demonstrate all the required criteria for a unit of competency, whereas multiple overlapping pieces of evidence will usually do the trick!

From the Wiki University

 

BSBPUB503 - Manage fundraising and sponsorship activities

What evidence can you provide to prove your understanding of each of the following citeria?

Identify factors influencing fundraising or sponsorship

  1. Identify relevant environmental issues in relation to fundraising and sponsorship
  2. Identify available sources of funding or sponsorship including criteria, conditions or constraints related to funding
  3. Conduct research to identify the most appropriate target public for fundraising or sponsorship activities in accordance with organisation profile and requirements
  4. Identify and consider legal and ethical requirements in relation to fundraising or sponsorship
  5. Make recommendations for fundraising, sponsorship campaigns or activities based on research findings
Identify relevant environmental issues in relation to fundraising and sponsorship

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Prepare a funding submission

  1. Evaluate organisation’s current operations and readiness to apply for funding
  2. Develop a funding submission which meets the funding source’s guidelines and criteria
  3. Ensure the submission complies with all legal and ethical requirements
  4. Write the submission to meet the needs of the grantor and submitting organisation
Evaluate organisation’s current operations and readiness to apply for funding

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Ensure the submission complies with all legal and ethical requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Develop a fundraising or sponsorship campaign

  1. Confirm the aims, objectives, outcomes and evaluation measures for a fundraising or sponsorship campaign with senior management
  2. Conduct a feasibility study to ensure all aspects of the fundraising or sponsorship campaign have been considered
  3. Examine and agree upon budgets with senior management
  4. Prepare and obtain agreement on a campaign plan for fundraising or sponsorship activities that meets organisational, ethical and legal requirements
Confirm the aims, objectives, outcomes and evaluation measures for a fundraising or sponsorship campaign with senior management

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Examine and agree upon budgets with senior management

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Implement a fundraising or sponsorship campaign

  1. Conduct a fundraising or sponsorship campaign in accordance with plan
  2. Monitor progress of campaign and make necessary alterations as required
  3. Ensure any changes are agreed upon by relevant stakeholders
  4. Ensure changes meet legal and ethical requirements
Conduct a fundraising or sponsorship campaign in accordance with plan

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Monitor progress of campaign and make necessary alterations as required

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Ensure any changes are agreed upon by relevant stakeholders

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Ensure changes meet legal and ethical requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Evaluate campaign

  1. Evaluate campaign outcomes against outcomes documented in campaign plan
  2. Obtain feedback on performance of fundraising or sponsorship campaign from stakeholders
  3. Develop mechanisms to incorporate feedback into any future fundraising campaigns
Evaluate campaign outcomes against outcomes documented in campaign plan

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Obtain feedback on performance of fundraising or sponsorship campaign from stakeholders

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Develop mechanisms to incorporate feedback into any future fundraising campaigns

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assessed

Teacher: ___________________________________ Date: _________

Signature: ________________________________________________

Comments:

 

 

 

 

 

 

 

 

Instructions to Assessors

Evidence Guide

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

Required Skills and Knowledge

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