National Occupational Standards for Fundraising - Skills - Third Sector

P6P7P8P9develop the case for support that meet the needs of your targetaudienceselect fundraising techniques and approaches in accordance with theavailable resourcesmaintain records of potential supporters and partners in line withorganisational requirementsdiscuss your corporate fundraising plan with your line manager andother relevant colleagues or stakeholders and seek authorisation for itsgo ahead as necessaryYou must be able to:Implement a plan for corporate fundraising activityP10P11P12P13P14P15P16P17P18provide details in your plan on what you aim to achieve, how, by whomand by whencheck that potential corporate supporters approached and agreementsmade are consistent with any ethical policy your organisation holdsnegotiate appropriate relationships with corporate supporters andpartners that are consistent with their needs, the aims of yourorganisation and the value of your brandcommunicate the requirements and expectations of the corporatesupporter to the relevant people within your organisationco-ordinate with colleagues working in other areas of fundraising toprevent duplication of effort in approaching particular individuals ororganisations for supportimplement the corporate fundraising plan according to its steps andschedulemaintain and update records in line with organisational requirementsmonitor the implementation of your plan in line with organisationalrequirementsevaluate the success of your corporate fundraising activity againstagreed objectivesKnowledge andunderstandingContext specificYou need to know andunderstand:33 | P a g eK1K2K3K4K5K6K7the aims, ethics, culture, past history and mission of your organisationthe ethical policy of your organisation as it applies to corporatesupport and partnershipsyour organisation's brand; its structure, personality and valuethe deadlines and scope of your workthe resources at your disposal including staff, volunteers, time, moneyand specialist advicehow to access information regarding potential and current corporatesupporters, especially their current criteria for support and patterns ofpast supportthe details that you need to include within your plan includingK7.1 the objectives you are planning to meet