National Occupational Standards for Fundraising - Skills - Third Sector

PerformancecriteriaMonitor the development of your organisation’s supportersYou must be able to:P1P2P3P4P5P6P7identify the information that you need to inform the development ofsupporter relationships in line with your fundraising objectivescheck systems are in place to acquire and hold information to enableyour organisation to meet its fundraising objectivesreview information for areas to improve future practice in line withorganisational requirementsmaintain supporter records in accordance with legislation, regulations,codes of practice and organisational requirementsconfirm that the supporter records are kept current, accessible anduseable in line with organisational requirementsconfirm that data protection preferences are recorded in line with legaland organisational requirementsmonitor and analyse sources of information to identify trends in thetypes and levels of support receivedEnhance relationships with your organisation’s supportersYou must be able to:P8P9P10use information to assess who presently supports the work of yourorganisation and reasons for thisevaluate the methods used to maintain existing relationships withsupporters to identify whether new methods need to be implementedcheck that your chosen methods of communication promotes continuedgood relationships and commitment from existing supportersYou must be able to:Sustain relationships with your organisation’s supportersP11P12P13P14P15check that communications with your existing supporters areappropriate and will serve the following purposes:P11.1 provide an opportunity to gather further supportP11.2 maintain the enthusiasm of the supporter for the organisationand projectP11.3 provide an opportunity for supporters to have a say on howoften and how your organisation communicates with themP11.4 provide opportunities for supporters to upgrade their givinguse methods of communication that meet the needs of supportersproduce a plan to develop the value of each segment of supporter thatassists you in achieving your fundraising objectivessolicit and review feedback from supporters for areas to improverelationships with them and to inform future fundraising activityconduct regular exit polling of each key category of supporter toestablish the reasons they ended their support50 | P a g e