NTISthis.com

Evidence Guide: BSBPUB503A - 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

 

BSBPUB503A - 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 for, and any conditions or constraints on, funding
  3. Conduct research to identify the most appropriate target public for fundraising or sponsorship activities in accordance with organisational profile and requirements
  4. Identify and consider legal and ethical requirements in relation to fundraising or sponsorship
  5. Make recommendations for fundraising or 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 for, and any conditions or constraints on, funding

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Conduct research to identify the most appropriate target public for fundraising or sponsorship activities in accordance with organisational 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 or 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 have agreed, 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 have agreed, 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

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.

Required Skills and Knowledge

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.

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