National Occupational Standards for Fundraising - Skills - Third Sector

SFT F20Monitor and evaluate fundraising performanceOverviewThis standard is about monitoring and evaluating your organisation'sfundraising strategy and the level of performance being achieved.Circumstances may change between the preparation of a fundraising audit, theco-ordination of the various plans involved in the strategy, and between theinitial launch and ongoing delivery of the strategy or tactics.To be able to cope with such changes you must be able to review and reviseyour approach and take action to improve the effectiveness of the fundraisingeffort.There are two elements1 Monitor and evaluate delivery of your fundraising strategy2 Review and amend your fundraising strategyFindings from the evaluation of fundraising performance are likely to inform andadd value to your organisation’s overall performance evaluation.This standard is appropriate for people in leadership positions responsible forthe development and overview of your organisation’s overall fundraisingstrategy.PerformancecriteriaMonitor and evaluate delivery of your fundraising strategyYou must be able to:P1P2P3P4P5P6determine performance indicators and measures against which thefundraising strategy or tactics can be assessed, using relevant analytictoolsmonitor and evaluate the impact of internal and external factors on theperformance of the organisation’s fundraising strategyidentify timescales, expenditure and income targets and review thecontent of plans devised to achieve themseek feedback from those involved in the implementation of thestrategy, including supporters, to inform future practicemonitor fundraising performance in line with organisationalrequirementsevaluate fundraising performance against the indicators and measures64 | P a g e