AP Online Training Brochure v2

What A Difference A Day Makes 

Investing in a training and development programme is one of the most 

important decisions an organisation can make. 

Training improves staff knowledge, performance and skills and enhances both 

your organisation and your individuals as valid members of your team. 

But what is the right sort of training for your organisation? Many 

organisations now use a variety of models to train their staff, be it online 

webinars, face-to-face training or bespoke to their organisation 

At Action Planning we increasingly see charities source their training needs 

with a ‘mix and match’ approach to make their training provision as cost 

effective, innovative and productive as possible 

LEADERSHIP & MANAGEMENT 

FUNDRAISING 

Action Planning are at the forefront of delivering all your training needs . All 

our courses offer value for money as we believe that delivering a range of 

courses at a price not-for-profit organisations can afford underpins our ethos 

that we are on a journey together with you and your staff investing time in 

our relationship with you. Our prices are also inclusive of VAT and booking 

fees. 

Equally our trainers are experts, they have in-depth experience and 

knowledge of the not-for-profit that they deliver throughout our programme, 

but don’t just listen to us see what our clients say. 

MARKETING & DIGITAL 

STATUTORY FUNDING 

FOR CHRISTIAN ORGANISATIONS 

David Saint 

Chairman, Action Planning


How to be an effective charity leader and manager 

Course Overview 

This course helps Managers re-assess their role and focus. It will enable them to develop 

their leadership skills, create more value and improve staff morale and productivity. 

The course starts with an emphasis on how each individual can be more effective. We 

examine how to free up time reducing distractions and interruptions. A simple tool clarifies 

the essential management processes. This enables delegates to evaluate projects. It 

provides a framework to plan future work. 

Delegates examine how they can become a more effective leader and drive forward 

change. With a firm foundation in their own practice, delegates gain an insight into how 

they can develop more effective and successful organisations. 

Who is it for? 

For supervisors, managers & Trustees 

FACE TO FACE TRAINING £195 

WEBINARS 

£40 

SEMINARS FROM £15 

COACHING & MENTORING POA 

What does it cover? 

• Understanding the difference between management and leadership; increasing your 

ability to lead. 

Building a ladder of trust between managers and staff. 

• Focusing on your goals, reducing distractions and interruptions using ‘Covey’s four 

quadrants.’ 

• Reviewing success and failure using the ‘main process of management tool.’ 

Leading change and understanding how to communicate through motivators and 

benefits. 

• Improving personal management effectiveness. 

• Improve time management to focus on what is important to drive growth. 

• Improving the effectiveness of team working. 

• Ensuring a clear direction that can be developed and communicated. 

• Improving your negotiation and persuasion skills. 

• Assessing your management approach and the potential strengths and weaknesses 

associated with this. 

“Derek is a knowledgeable, supportive & challenging trainer who takes care of the 

individuals in the group & the group as a whole.” 

Christine De Ionno, Chief Executive, The Cassel Centre 

BESPOKE IN-HOUSE 

POA 

Derek Smith was formerly Services Director of RNID. Specialising in Statutory 

contracts and bid-writing he is one of the leading training consultants nationally 

in this area. Derek has held senior posts in local government and has 

substantial experience both as a commissioner, fundraiser and service director.

How to develop your strategic plan 


Many charities are having to take a much more pragmatic approach to planning in today’s 

world – a world in which resources are tight, options can appear limited (or mind-blowingly 

diverse!) and the day job always seems to get in the way of strategic thinking. This practical, 

one-day course explores how to develop an inspiring, achievable and fundable strategic 

plan. The course will help you work through how to implement a planning process that 

your team will find liberating, challenging, stimulating and insight-provoking. Above all, the 

course will help you adopt a pragmatic and effective approach which addresses the real 

constraints we all face today, and which will enable you to develop a realistic plan to inform 

and channel the work of your Board, staff and volunteers, and that funders will find really 

credible – perhaps even inspirational! 


The course is designed for charity Chief Executives, Chairs and other senior managers. 


• Why do strategic planning at all? 

• The process, and how to maintain momentum. 

• Barriers to strategic planning, and possible solutions. 

• Vision and Mission Statements – how they differ, and why they are crucial. 

• Strategic Objectives – how to make them genuinely SMART…. and useful. 

Strategic planning tools and how to make them truly beneficial. 

• From strategy to action – how to make sure the plan gets implemented. Otherwise 

there’s no point 

How to influence? A toolkit to increase your 

effectiveness 


Throughout our day we will find ourselves in situations where we need to make an impact, 

and be persuasive in our communications whether written or verbal. Asserting our position 

or argument may not always be the most effective way, and can damage relationships. 

The course is based on the theory of influence* and explores how we are influenced in 

everyday life from marketing messages, business models, sales, and health messages. 

This use of online videos, practical worksheet activities and discussion enables delegates 

explore how we are influenced in our day-to-day lives and how to identify and apply the 

principles of persuasion. 

The course is highly interactive and delegates are encouraged to ask questions, share 

experiences, and discuss how they see themselves using the principles in their roles and 

work on a shared problem requiring application of the principles. 

Delegates complete the workshop with a thorough understanding and practical experience 

of how to increase both their written and verbal influencing skills. 

* Theory of influence develop by Robert Caildini (1984) 


Trustees, Team leaders, Senior managers, Directors and CEO’s 

Marketing, Public Relations, HR 


• Understanding of the theory of influence & how we make decisions. 

• How to build influential relationships. 

• Practical application of theory of influence 

David Saint is an experienced and dynamic presenter, but more importantly a 

hands-on practitioner, regularly working with the Boards and Senior Management 

Teams of Third Sector organisations to help them devise and implement strategic 

plans. He is one of the UK’s leading exponents of both organisational strategic 

planning and fundraising strategy, and the interdependency of these two 

disciplines. 

Selina Monk-Simson is an organisational psychologist with a wealth of business 

experience. She has held directorships for both a charity and a social 

enterprise, with her specialism in people and processes. Selina brings practical 

insight to organisational issues, combined with a deep knowledge of human 

behaviour and motivation. She is hugely passionate about helping managers 

and senior leaders create diverse, high performing and engaged teams, as well 

as improving organisational effectiveness.


How to engage and influence Government 


This course explores different approaches to engaging with Government, ranging from 

‘shouting from the rooftops’ to a lower-profile, evidence-based approach. Michael Clarke 

will draw on his experience as a civil servant, a Daily Mail political journalist and a political 

consultant to many charities, to explain what really works – and what may be counterproductive. 


Charity CEOs 

Directors of Policy, Communication, Advocacy, Strategy 

Trustees 

. 


• An understanding of how the different parts of Government interact – ministers, special 

advisers, civil servants, private offices, policy officials, and the priorities of each 

• How local councils work and how they can be influenced 

• An insight into what the Government knows about the services it manages – and 

doesn’t know 

• Strategies for turning knowledge your organisation already has into insights which 

ministers will value 

• The benefits and pitfalls of campaigning through the media 

• How to use social media to influence Government – and how not to 

FUNDRAISING 

How to manage fundraising if you are not a 

fundraiser 


This course will equip non-fundraisers to manage those responsible for fundraising as they 

develop a strong and broadly based fundraising function to drive income for your charity. 

Whether you are establishing a new fundraising function, or working to increase your 

revenue and/or capital funding from a range of sources, 'How to manage Fundraising' will 

give you the tools to ensure that your organisation can fund its work, even in challenging 

times. 


This course is designed principally for chief executives, finance directors and recently 

appointed fundraising directors who do not have a specialist background in fundraising. 


• How to develop a fundraising strategy which meshes with your organisational strategy. 

• How to ensure you have the right people, doing the right things. 

• What to expect of those in fundraising roles and the key questions to ask in order to 

assess performance. 

• The principles involved in fundraising from all sources including statutory sources, trusts 

& foundations, companies, community organisations, trading & enterprise and 

individuals (including major donors and legacies). 

• How to determine the level of investment you should commit to different types of 

fundraising, and what return you should expect. 

• Your role in managing relationships with key funders. 

• How to motivate your trustees to play an appropriate role in fundraising. 

“Excellent trainer. Established needs at the beginning and returned to 

them in a helpful manner at the end.” 

Jackie Ringan, Director of Development 

Scripture Union Scotland 

Michael Clarke has advised a wide range of charities, from large well-established 

organisations to start-ups. He has more than 20 years’ experience to draw on, in 

political journalism and the civil service and as an adviser to many public sector 

organisations and elected officials. His support ranges from short, focused 

workshops to help a client develop a political engagement strategy, to full-scale 

execution of an engagement plan. 

The course is led by David Saint, the Chairman of Action Planning, who has 

helped many of Britain's leading charities to generate more income from a 

wider range of sources..

How to grow major donor fundraising 


This intensive and practical one-day training course is designed to assist those organisations 

which have yet to develop substantial major donor fundraising programmes and wish to do 

so. The course will also benefit those organisations who have already set up a programme, 

but wish to take their fundraising to the next level. 


This course will benefit all those in your organisation with responsibility for identifying, 

securing and retaining wealthy individuals as donors, including trustees, appeal chairs, 

fundraising directors and major donor fundraisers.. 


• Planning & reviewing your programme 

• Developing strategy 

• Identify suitable high net worth individuals 

• Motivations, aspirations and interests of both the established wealthy and the large 

numbers of 'new rich‘ 

• Making the ask 

• How fundraisers can tailor individual fundraising propositions which work to ensure that 

they retain donors, building commitment to ensure that the size and frequency of gifts 

increase. 

. 

How to develop a major fundraising 

campaign/capital appeal 


Many charities are looking to develop a major fundraising campaign or capital appeal to 

generate income for a new area of work and/or create a step-change in fundraising for the 

organisation. Undertaking an important new campaign is not for the faint-hearted! It is a 

commitment for the entire organisation and charities need to assess whether they are both 

market ready and organisationally ready to forge ahead. This course will take you through 

the vital phases that you need to consider when planning a fundraising campaign or capital 

appeal to ensure success. 


Designed for chief executives and directors who are considering developing a major fundraising 

appeal or campaign in the near future. 


• Why you are embarking on a fundraising campaign 

• Setting objectives 

• The five phases of the campaign: 

→ Feasibility 

→ Planning 

→ Private 

→ Public 

→ Closing 

“Great course with very experienced and insightful course leader.” 

Cheryl Johnson, Head of Fundraising and Communication 

Wiltshire Air Ambulance 

The course is led by Ondine Upton, who has 20 years' experience as a fundraiser, 

trustee and grant-maker. A superb major donor fundraiser, she is adept at 

"making the ask" and training others to do so. 

The course is led by Andrew Johnson who has developed major fundraising 

campaigns for a range of organisations including Cancer Research UK and British 

Heart Foundation as well as many smaller charities.

FUNDRAISING 

Demonstrating outcomes 

How to develop your fundraising strategy 


Understanding how to identify, measure and demonstrate outcomes can help your 

organisation to improve funding applications and achieve greater impact. By applying the 

latest thinking, and through case studies and practical exercises, we will identify the 

outcomes your organisation aims to achieve, how they can be measured, monitored and 

communicated to key audiences, as well as how this information can be used to improve 

practice. 


Many charities need new fundraising strategies to grow or diversify their funding. This 

practical one-day training course will cover the key components you need to design a 

strategy that works for you. We will analyse the options available and the factors that 

should shape your decisions. 


Directors, CEO’s, Trustees and other senior leaders within small and medium size charities 

and social enterprises. 


• Why measure outcomes? 

• Jargon busting 

• How aims and outcomes, objectives and outputs fit together 

• The principles of monitoring and evaluation 

• Shaping an outcome 

• How to identify appropriate indicators 

• Tools to gather data and monitor progress 

• How outcomes can be communicated to key audiences and improve how you work with 

beneficiaries 


This course is for senior leaders of charities and not-for-profit organisations of all sizes that 

need to review their fundraising strategy in order to grow and diversify their funding. 


• How fundraising strategy relates to your organisational needs 

• Developing your case for support 

• Positioning your organisation to generate new income 

• Analysing the income options and deciding what’s right for you 

• Developing your plan and measuring progress 

By the end of the day delegates will have developed a basic outcomes framework to use 

within their organisation. 

Emma Insley is an engaging and tenacious trainer, consultant and evaluator, 

who helps organisations measure and demonstrate the difference they make 

and secure sustainable funding. 

The course is led by David Saint, the Chairman of Action Planning, who has 

helped many of Britain's leading charities to generate more income from a 

wider range of sources.

How to make the ask 

How to develop your case for support 


Are your Senior Leadership Team keen to develop Major Donor fundraising within your 

organisation, but sometimes a little hesitant to make the ask themselves? Or do they 

already ask and recognise that they could take these conversations further, achieving even 

better results? This one-day training course is specifically designed for them, enabling your 

senior staff and volunteers to become your strongest advocates and most powerful Askers. 


Chief Executives, Trustees, Senior Management Team, Development Board, Ambassadors 

and all those who want to hone their Asking skills. 


• Developing the skills and confidence to ask for a Major Gift face to face 

• Understanding donor motivations 

• How to develop relationships so that the Ask comes naturally 

• Asking for the right amount at the right time 

• Key ingredients of a successful Ask 

• Learning how to listen on several levels 

• The power of silence 

• How to enjoy 'Making the Ask‘ 

• What to do when they say 'No‘ 

• Increasing your success 

. 

rate and the size of your gifts 

“Ondine shared her expertise with all of us, answering individual 

questions and needs, and explaining the subject with passion!” 

Helen Goodier, Head of Philanthropy and Development 

Working Families 


A clear and compelling case is one of the most important tools for any charity. A wellwritten 

case for support will tell your prospective donors who you are and what you do, 

why you need money and why they should support your cause. Successful fundraising 

charities have a clear case for support for their charity and cause together with individual 

cases for any key fundraising campaigns or appeals. Writing a compelling case for support, 

which is inspiring and moves your donor to support, is an art in itself. The case for support 

is also the basis for all your communications and marketing – so it's more than just the 

document! This one-day practical training course will take you through the vital steps to 

pull together a powerful case for support. 


This course is designed for senior fundraisers, particularly those working in the areas of trust & 

foundation, major donor and corporate fundraising. However it is also relevant for chief 

executives and directors who are developing a major fundraising appeal or campaign. 


• Why we need a case for support. 

• Identifying the problem you are looking to address. 

• Outlining your solutions clearly and concisely. 

• Using emotion and case studies to show who will benefit. 

• Consequences of not doing what you do. 

• Putting yourself in the donors shoes. 

• Outcomes and impact. 

• Identifying benefits to the supporter. 

Preparing your pitch. 

• Using your case for support to direct your communications. 

“Really enjoyable and learnt so much!” 

Kelly Parfitt, Fundraising Manager 

Re-Cycle 

The course is led by Ondine Upton, who has 20 years' experience as a 

fundraiser, trustee and grant-maker. A superb major donor fundraiser, 

she is adept at 'making the Ask' and training others to do so.. 

The course is led by Andrew Johnson who has developed compelling case for 

supports for many organisations and campaigns; from small charities such as 

Voluntary Action Leicestershire to large charities such as Cancer Research UK 

and British Heart Foundation.

FUNDRAISING 

How to work successfully through outcomes-based 

improvement 


This course is run as a one-day action learning workshop that gives opportunity for 

participants to develop their understanding of outcomes-based approaches and how they 

can utilise this knowledge in their organisation to develop meaningful frameworks to 

support strategic planning and ultimately improve their service offer, The morning will 

focus on information giving and discussion. The afternoon will allow time for dynamic 

action learning group work and taking things forward in the organisations 

There will be opportunity for participants to work dynamically in small groups to 

understand what they do now, and what they need to do to stay competitive and viable in a 

changing and challenging market/landscape. Participants are encouraged to bring ‘real 

time’ examples from their workplace to work with on the day. There will be opportunity to 

develop a ‘Development Buddy’ relationship with others on the course for continued 

support and networking after the workshop (optional). 


The course should appeal to those working in small to medium-sized charities and direct 

providers such as CICs and not-for-profit organisations. It is designed for directors – 

marketing leaders, HR teams, fundraising staff, CEOs, trustees and other senior leaders. 

Key people who are involved in developing the service offers or who support organisational 

strategic development. 


• What are outcomes? Who are they for? 

• Benefits of outcomes-based approach, internal/external 

• Outcomes-based commissioning 

• Understanding the value of outcomes-based planning, delivery and commissioning 

• Outcomes as a quality and governance measure 

• Demonstrating outcomes internally and as key players in a rapidly changing health and 

social care landscape. 

• Outcomes bespoke to our organization 

• Taking it forward, next steps 

MARKETING & DIGITAL MEDIA 

How to develop your marketing strategy 


This one-day training course will use a range of case studies and practical exercises to 

consider the tactics being used by charities of all sizes, who are ahead in this field. We will 

examine how to use the full mix of marketing resources to build public awareness of your 

organisation, mobilise support behind both your fundraising and your campaigning 

objectives and build a reputation which commands attention and opens doors. 


This course is designed for chief executives, directors and departmental heads. 


• Analysing & positioning yourself in the market-place. 

• Building a marketing communications plan. 

• Developing an effective web presence. 

• Customer-relationship management. 

• Measuring success. 

By the end of the day delegates will be equipped with the knowledge required to develop 

or review their own marketing strategy. 

“A well structured course relevant to charities of all sizes.” 

Rupert Blomfield, Business & Finance Manager 

FRAME 

Yve White-Smith has considerable experience of supporting statutory, voluntary 

sector, not-for-profit companies and commercial organisations to explore what 

they do and how they can express their service offer through an outcomes-based 

approach. She has worked across whole systems as a national service 

improvement lead and change agent to support cohesive local partnerships and 

service development programmes within organisations. 

The course is led by Andrew Johnson who has developed many brand & 

marketing campaigns for a range of organisations, from small charities to Cancer 

Research UK and British Heart Foundation.

How to raise your profile – PR & Communications 

How to develop your digital media profile 


This one-day training course will show you how to build a PR-savvy organisation. This 

overview of PR and communications will show you how media coverage, social media 

profile and other low-cost public relations tactics can help you to raise awareness, secure 

funds and drive policy and behaviour change. This interactive course will help you to 

develop creative public relations approaches that will set you apart from the crowd and 

boost your online presence. Learn what you need to do to become a lean, mean 

communications machine. 


Text 


This course is designed for chief executives, directors and departmental heads who want to 

have an overview of PR and communications and how it could support their organisational 

goals. Those from smaller organisations may need to oversee delivery themselves, while 

those from larger organisations may want an overview or refresh on PR today so they can 

build it into strategic planning or manage staff with confidence. 


• What PR and communications are and what they can do for your organisation 

• PR tactics and activities that will achieve your profile goals 

• How to develop high-quality content including case studies, blogs and research 

What a PR/ communications strategy should cover 

• How to integrate your communications – in print, online and in the media 

• How to handle the media and embed PR across your organisation, whatever its size 

Evaluation of media and social media coverage 

By the end of the day delegates will be equipped with the knowledge required to plan or 

review their own PR and communications activities. 


Text 


• . 

“Fiona was a fantastic trainer – really interesting and engaging, knew 

her stuff and was (not surprisingly) an excellent communicator!” 

Steve Hawe, Director of Marketing and Communications 

Beanstalk 

The course is led by Fiona Lewis who has held senior communications roles in 

charities including the National Literacy Trust and TimeBank and now works 

as a consultant and trainer with not-for-profit clients including Blind Veterans 

UK, The Alzheimer’s Society and Media Trust. 

John Onion is a consultant, trainer and heads upriseUP, a digital marketing agency 

that is focused on the charity sector. Having previously worked in advertising 

agencies across blue-chip clients, he moved across to the Third Sector in 2009, 

working across a diverse portfolio of clients including Diabetes UK, WWF, 

Barnardo’s and WaterAid. Despite working across a range of digital marketing 

channels, search engine marketing is his biggest love (professionally speaking).

STATUTORY FUNDING 

Working with Commissioners 


It will always be more cost effective to invest time and resources in your current 

customers than finding new ones. Meeting contract outputs is no guarantee that you will 

be funded again. Managers and delivery staff need to create more value during the 

lifetime of a contract and should be focused on stopping their funder moving to a 

competitor. 

This workshop will help you to build effective relationships and partnerships with your 

funders, giving you new insights and tools to retain and win more funding. 

We consider the contract set up stage and how you can understand and exceed 

expectations to build a mutually beneficial relationship 

We use a marketing approach to help you develop your ‘product’ to make sure that your 

service is more likely to be funded in the future. 

The course will give you new insights into how you can develop the roles and work of 

senior managers, delivery managers and delivery staff 


All staff involved in managing and delivering services and those supporting or writing bids 


• Understanding service marketing and the meeting the needs of customers. Implementing a 

product development model. 

• What is contract management and the role of the contract manager and delivery teams? 

Who within the organisation is responsible and where are they placed? 

• Implementing a contract; laying the foundations for future success. Agreeing realistic 

objectives & expectations. Considering critical success factors and also what may go wrong. 

• Exploring the importance of relationship building through the development of 

understanding interests, mutual trust, communication and shared aspirations. 

• Understanding the roles and responsibilities of staff at all levels and how simple business 

planning can motivate staff to improve cost effectiveness and value for money. 

• Focussing on improved delivery and quality assurance and contract administration through 

systems audits, marketing and service promotion. 

• How you can influence and manage your funder; using public relations techniques to 

actively build your service and organisation's reputation 



in this area. Derek has held senior posts in local government and has substantial 

experience both as a commissioner and as a director of service bidding for 

contracts. 

How to write successful bids for statutory purposes 


Most organisations bidding write competent bid. This course will help you understand and 

develop organisational, delivery and fundraising approaches to give your bids the edge. 

It will provide you with new insights into what is ‘best practice’ and the essentials of 

intelligence and analysis required before you start writing. 

Practical aspects include how evidence, social authority, research, best practice and 

innovation can underpin your bid. 

Practical hands-on training focuses on how to analyse questions, prepare a structure and 

write a succinct bid within tight word limits. 

Delegates will review past bids and identify how they can writing less provides more 

impact. 


All staff involved in supporting or writing statutory bids including delivery, finance and bid 

writers. The course has been successfully delivered for staff at all levels from staff preparing 

bids to senior managers overseeing the process. 

It is likely to be most beneficial to those writing tenders to statutory organisations. 


• Understanding the tendering and commissioning process. 

• Essentials of bid analysis 

• How to develop a project/model of delivery that maximise value and the rate of return for fu 

• Practical skills to prepare applications. 

• Understanding the core construction of bids and presenting your model of delivery 

• Presenting evidence of your track record. 

• Using research to demonstrate your trach record 

• Understand the funder's agenda; balancing funder and beneficiary needs. 

• Understand how to analyse questions and to develop a structured approach to preparing ans 

• Incorporating innovation into bids 

• Understand the importance of positioning your organisation strategically to win contracts. 

• Considering funder feedback on what makes a good bid. 

• Writing better bids through Accuracy, Brevity, Conciseness, Design, Evidence and Flavour 




experience both as a commissioner and as a director of service bidding for 

contracts. He regularly supports organisations to write tenders and lottery 

applications and has delivered this course to over 60 organisations and 2000 

delegates..

FOR CHRISTIAN ORGANISATIONS 

How to negotiate and win proposals 


Under EU rules a competitive tender is not required for projects under £100k. Many 

organisations generate substantial income which often starts with a verbal proposal and is 

then followed up by a written proposal. However few staff have been trained in the basics 

of negotiation skills. We consider how to develop a compelling case that can convince a 

statutory body, a grant maker or trust to fund your work 

Assessors normally make an initial decision in less than a minute. We will help your bid 

stand out by helping you develop a marketing approach to project description, design, 

writing style, credibility so that proposal is simple and coherent. 

This course will help you to prepare for, present and negotiate with existing and potential 

funders. It will give you an overview of how using public relations and effective 

communication improves your reputation and relationships with funders. 


The course is designed to suit all staff involved in writing and negotiating proposals. The 

skills learned in this workshop will be applicable to a wide range of funders including 

statutory funders, trusts, grant makers, lottery or European funding. 


• Understanding what makes a coherent funding argument. 

• Developing effective communication with existing and potential funders 

• Using service marketing theory to develop solutions that interest your funders 

• Preparing a compelling proposal based on needs. 

• Improving writing skills to provide a succinct case. 

• Understanding grammatical approaches such as using the active tense and removing 

nominalisations and prepositions improves readability 

• Convincing a funder to move forward with your proposal in less than three minutes. 

• Understanding how public relations can deliver a compelling message. 

• Negotiating with a funder to build trust and rapport 

Capital funding for churches – how to plan and 

implement a capital appeal for your church 


Whether you plan to start a new project or build a modern worship centre, a key question 

is probably nagging away - "Where is the money coming from?” In this highly enjoyable and 

practical one day course, David Saint provides a structured, common sense approach to 

raising funds for projects outside the reach of a church's normal regular giving. You will 

explore the critical elements of a successful capital appeal – the feasibility study, the case 

for support, the gift pyramid, and the range of funding sources and options open to 

churches. By the end of the course you will have a clear framework for planning your own 

successful capital appeal, whether for £100k or £5m. 

“Thank you. Another great learning experience.” 

Gordon Randall, Stewardship Advisor 

Diocese of Winchester 

“Fantastic trainer - couldn’t recommend Derek highly enough.” 

Mark Reilly, Business Development Manager 

Equal Lives 




experience both as a commissioner, fundraiser and service director. 

. 

Specialising in organisational and fundraising strategy, David Saint is a 

member of the Institute of Fundraising and the Association of Fundraising 

Consultants. An active member of Cheam Baptist Church in Surrey, David 

takes a particular interest in working with Christian charities and churches.

How to get your congregation behind a vision 


Far too many churches are stuck in the rut of the 'same old same old'. Hence the well-worn 

joke – Question: "How many Christians does it take to change a light bulb?" Answer: "Why 

change it?" 

Research has shown that the three ingredients essential to successful change are 

dissatisfaction with the current situation, a vision of how things could be, and identifying 

simple first steps towards achieving that vision. 

In this training course we will explore a variety of ways in which you can work with your 

church Leadership Team, the whole congregation, and potentially the wider community, to 

harness dissatisfaction (it is seldom necessary to create it!), develop a vision, and work out 

some simple and credible next steps. 

Why change? Because even after 2000 years the Great Commission remains unfinished! 

BOOKING 

All courses are booked through our online ticketing system and need to be paid for at point 

of purchase with either a debit/credit card. All bookings will receive an e ticket which 

should be used as proof of purchase to your accounts department 

If your organisation is unable to purchase tickets directly via the booking system please 

contact the office on 020 8642 4122 for assistance. 

In this instance we can: 

1. Put your ticket on reservation for a period of 5 working days 

2. Email your organisation with the method for paying by BACS and issue an invoice 

3. Once payment has been received we can confirm your ticket which will be emailed to 

you. We are unable to confirm your place unless payment has been received 

The process is the same for all styles of courses, face to face and online, If you require a 

bespoke training course for your organisation please call us for a quote. 

TERMS & CONDITIONS 

All courses must be booked and paid for in advance of training taking place 

We reserve the right to be able to make offers on our training courses. Offers will apply to 

new bookings only and cannot be used retrospectively. 

Cancellation Policy 

If you need to cancel 

You can cancel your place on a course up to 14 days prior to the training date. 

Cancellations after this time period will be charged 

If we cancel 

We will endeavour to ensure that all courses run within our programme, however we will 

only run courses that have a minimum of 8 participants or more booked on each course up 

to 14 days in advance 

If we have less than 8 delegates we reserve the right to offer the following to booked 

delegates 

1. Transfer delegates to the same course in the next training programme 

2. To offer a one-one session (of up to two hours either by telephone or skype) with the 

trainer at a time mutually convenient 

3. Transfer to a similar course within a 6 month time period 

Specialising in organisational and fundraising strategy, David Saint is a 

member of the Institute of Fundraising and the Association of Fundraising 

Consultants. An active member of Cheam Baptist Church in Surrey, David 

takes a particular interest in working with Christian charities and churches. 

If in the event that the above options are not suitable we will then refund the training 

course fee. 

Travel and Accommodation 

We will only refund if we cancel a course less than 14 days in advance and if we are 

provided with a valid receipt.

AP Online Training Brochure v2

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