National Occupational Standards for Fundraising - Skills - Third Sector

SFT F8Assist with fundraising reportingOverviewThis standard is about assisting other fundraisers in measuring and reportingon the results of fundraising activity. This could concern a specific fundraisingproject or cover fundraising activities more generally. It might also includeproviding feedback to external funders.You will need to research and collate financial and other data, and calculatesimple ratios with the aid of spreadsheet or database packages. You may alsoneed to include supporter feedback, details about the nature of enquiries andother non-financial information necessary to inform future fundraising practice.You will need to present the resulting information in the format agreed with therelevant person.You will need to clarify your own tasks and identify the deadlines that you willneed to work to with the relevant person.This standard is appropriate for people new to fundraising and those supportingfundraising activities in your organisation.PerformancecriteriaYou must be able to: P1 clarify your tasks and responsibilities with the person you aresupporting and the time available for you to complete your tasksP2 plan and prioritise your workload in consultation with relevant personsP3 understand the aim of the reporting process and how your tasks fit intothe process as a wholeP4 use the procedures and tools provided to facilitate fundraising reportingin your organisationP5 enter fundraising data from source documents in line withorganisational requirementsP6 maintain security and confidentiality in line with organisationalrequirementsP7 provide reports of your progress at the times agreed and in the formatrequired by the relevant personP8 notify the relevant person if you encounter any difficulties ordiscrepancies in line with organisational requirementsP9 agree any variations to your tasks with the relevant personP10 comply with legal requirements and codes of practice in line withorganisational requirements20 | P a g e