|
Item 12.2 -
Attachment 2 |
Draft
Task Outline |
Appendix 2: Draft
Task Outline for Development of The
|
Task |
Note |
Days |
Week |
|
Stage
1 |
|||
|
Phone briefing with Trustee |
to ensure full
understanding of key players’ objectives |
.25 |
1 |
|
Benchmarking activities,
planning, functional roles of selected Trusts and Foundations |
desk research and selected
phone interviews to understand processes, organisational structures and roles
of other fund-raising and fund-distributing trusts |
2 |
2 |
|
Outline workshop content |
workshop likely to include
discussion of: o mission and vision o scope of Trust activities o proactive v applicant-based approaches o goals and objectives o key performance measures/targets o positioning and branding of the Trust o Committee roles o action planning |
.25 |
2 |
|
Preparation of discussion
documents |
o summarising benchmark information o providing guidelines/discussion points related to positioning and
branding o suggesting top level goals and objectives for debate |
2 |
3 |
|
Facilitation of workshop |
o as in outline above, or amended following feedback o marketing and fundraising consultants to attend for part of the
workshop |
2 |
4 |
|
Draft vision, mission,
values, goals, objectives, Key Performance Measures |
o following the workshop, documentation of top level planning
articulation which has been agreed |
2 |
5 |
|
Draft Advisory Committee
role/framing documents |
o draft duty statements o draft 6 – 9 month agenda (i.e. key issues for Committee to be mapped
out through a long-term agenda) o draft code of conduct and conflict of interest policies o clarification of linkage to existing Council cultural investment |
2 |
6 |
|
Positioning statement,
brand identity, scope of Trust activities |
o draft positioning statement o proposed brand qualities and identity |
1 |
6 |
|
Stakeholder
interviews/fundraising scoping analysis |
o limited testing of brand proposals, mission, vision – amongst
potential donors and strategic allies o identification of key donor market segments, and exploration of donor
motivations and benefits |
3 |
8 |
|
Draft marketing and
communications plan |
o target markets o marketing objectives o short/medium-term marketing and communications activities o resources |
4 |
10 |
|
Draft fundraising strategy,
including donor benefits definition |
o donor/prospect markets o suggested targets o benefits o processes, resources, review and evaluation |
4 |
10 |
|
Development of marketing
collateral |
o corporate identity materials o business stationery o (see also ‘Case’ material below) |
1 |
14 |
|
Stage
2 |
|||
|
Case document (the Trust’s
‘pitch’) |
succinct presentation
materials to draw upon for PR, donor presentations, recruitment process for
Advisory Committee membership, applicant education |
3 |
14 |
|
Committee recruitment
strategy |
o identification of Committee prospects o short-listing/evaluating procedure o induction process |
1 |
8??? |
|
Assistance with Committee
recruitment |
o continuing support in approaching and briefing potential Committee
members o facilitating meetings between existing Trust/Committee members and
potential Committee members |
2 |
tbc |
|
TOTAL |
|
30 |
|