The document outlines an agenda for a fundraising workshop. It will cover developing winning propositions, finding suitable funding opportunities, and improving application forms. In Part 1, participants will learn about crafting compelling propositions and do an exercise. Part 2 explains the concept of a "funding pipeline" and how to network and assess different opportunities. The workshop will conclude with an applications clinic to work on improving funding submissions. The goal is to give attendees the skills and framework needed to improve their fundraising potential.

1. Agenda
• Introduction
– What you will get out of today
– About me
– Focused on YOU
– A framework for fundraising
• PART 1: Winning Propositions
• PART 2: Where to look for funding, and how to
assess what to go for (or “Pipeline” for short)
• PART 3: Applications Clinic
• Close

2. What will I get out of today?
• A strong proposition
• Know how to find and assess the RIGHT
funding opportunities
• How to write a better funding
application
Improved funding potential

3. Ben Patient
• Nearly 20 years in business development and
marketing
• Private sector marketing agencies, bidding to
local and national government for charities
and soc ents
• Run my own successful business in Hong Kong
• Freelance marketing consultant for social
enterprises and charities

4. FOCUS ON
YOU

5. A framework for fundraising
VALUES & ETHICS
Income Delivery Purpose

6. PART 1: Winning Propositions

7. PART 1: Winning Propositions
• Here’s the “science”
• Example
• Proposition workshop
• Rinse and repeat

8. YOU VISION
A compelling
What does the listener vision of the
want? future with
your service
fully funded.
ME
Why me? Add inspiration!
IT
The key features and
evidence

9. My proposition…

10. Proposition workshop step 1
• Get into pairs
• Decide who will go first
• Tell your partner “who they are”
• Give elevator pitch in 2 MINUTES OR LESS!
• Then swap over

11. Proposition workshop step 2
Write down, for the proposal you received…
• What was the core idea?
• What are the benefits to you (in your given
character) of the proposal?
• What was the impression you got of the
person making the proposal?

12. Propositions wrap up
• Inspirational: You, Me and It
• Compelling: Vision of the future
• Practice, Repeat and Refine!
Any questions?

13. BREAK
• Next Part 2…
• Where to look for funding and how to assess
what to go for
• Including Networking

14. Pipeline
• What is it?
• Where to look
• Networking
• Assessing
opportunities

15. Pipeline thinking
All Feasible
Priorities WIN?
options options

16. Where to look

17. My networking approach
Contact Management
Listening skills
Business Focus vs
Proposition
Cards Open Mind

18. Assessing opportunities
Risk
Chance of
Feasibility
win
Effort/time

19. BREAK
• Next Part 3…
• Application forms

20. Applications clinic