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Bridging the Gap: Integrating Communications
           and Fundraising Workshop

                                        25 May,2011




CharityComms is the professional membership body for charity communicators. We
believe charity communications are integral to each charity’s work for a better world.

W: www.charitycomms.org.uk T: 0207 426 8877
How Friends of the Earth
transformed strategy and structure
       to deliver integration
              Joe Jenkins
        Director of Fundraising,
      Communications & Activism
Health Warning!!

• Discussing how we’ve approached integration
  within a new structure
• Though lessons may be transferable, more
  relevant if your charity has separate
  fundraising and communication resources
• I didn’t have time to do lots of pretty pictures
• This is a work in progress – come back next
  year for results!
Friends of the Earth

• the UK’s most influential national environmental
  campaigning organisation (working in England, Wales &
  Northern Ireland)

• the most extensive environmental network in the world,
  with around 1 million supporters across five continents, and
  more than 70 national organisations worldwide

• a unique network of campaigning local groups, working in
  more than 200 communities throughout England, Wales
  and Northern Ireland
Friends of the Earth

•   1971 – launch
•   1972 – pass the ban on import of fur
•   1974 – no nukes – govt cancels plans to build 32 new nukes after campaigning
•   1979 – campaign for more bike use to stop pollution. British rail cancel their ban of bikes on board
•   1980 – 200k people protest outside Nelson’s Column against govt plans for nuclear testing
•   1983 – start a paper recycling cooperative
•   1984 – expose the use of damaging pesticides in products which leads to removal of pesticides and
    dramatic government overhaul of law
•   1985 – launch first ever tropical rainforest campaign exposing destructive activities of UK companies
•   1988 – first UK launch of global warming campaign
•   1989 – pioneer the first doorstep recycling programme
•   1991 – expose drinking water supplies for 14m people are contaminated with pesticides and take govt
    to high court to get this damage reversed
•   1996 – Launch campaign against genetically modified organisms
•   2005 – expose the use of palm oil in products and the destructions of rainforest habitats to make these
•   2008 – the climate change bill becomes law after hundreds of thousands of people protest and 95% of
    politicians are lobbied.


                                      1971 - 2011
Friends of the Earth

• Over 150 people employed by national office

• Raise approximately £10million every year

• Dependent on individuals for over 90 per cent of income.

• Prompted awareness over 90%

• Spontaneous awareness around 15-20%
Context – our challenge in 2009

• Over a decade of successful growth

• Massive campaign success

• Dramatic changes in external environment

• Green gap

• Awareness, income, supporter numbers and influence
  facing decline

• Financial gap
Solution

• Identify high level priorities

• Re-structure organisation to streamline and focus around
  priorities

• Introduce new, small Senior Management Team

• Focus on integration – internally and externally

• Develop new approach to strategy
New SMT

                            Executive Director


                            Managing Director


     Director of Policy &                  Director of Fundraising,
         Campaigns                       Communications & Activism



    Director of Resources                 Director of Organisational
                                                Development
Introducing FCA

                         Director of Fundraising,
                       Communications & Activism




 Head of Fundraising           Head of              Head of Activism
                            Communications
Introducing FCA

• Single integrated overview of all external engagement with
  audiences
• Responsible for integration of engagement &
  communication activities, including:
   –   Fundraising Strategy & Programme
   –   Brand & Reputation
   –   PR & Communications (Events, Publications, Digital etc)
   –   Local Group Network
   –   Individual Activism


• Involve people in taking action for the environment
Integrating Fundraising, Communications & Activism

 • Separate strategies,       • Integrated strategy,
   processes, structures,       processes, structure,
   systems, cultures            systems, culture

 • Siloed between             • Integrated across
   departments AND              AND within
   within departments           departments

 • Disjoined supporter        • Delivering supporter
   experience                   journeys
Cut-out & Keep List of Key Lessons            The Glib List!

1.    Break the cycle
2.    Lead from the top
3.    Win champions
4.    Aim for perfect – plan for good enough
5.    Make it the day job
6.    Agree some objectives more equal than others
7.    Challenge false choices
8.    Spread the burden
9.    Speak the same language
10.   Celebrate difference
11.   Share what you do
12.   Always bring back to the WHY
What did we do

•   Led with restructure
•   One strategic programme for Engagement
•   Hierarchy of strategic objectives
•   Strategic projects
•   New thinking on Audience Strategy
•   New business planning processes
•   Internal Communications
Restructure

                            Director of Fundraising,
                          Communications & Activism


    Head of Fundraising           Head of              Head of Activism
                               Communications



•    Established strategic rationale
•    Recruited Director / Appointed Heads
•    Clarified decision-making rights/responsibilities
•    Set expectation for new structure to develop strategy
•    Achieved intervention / change of direction
Engagement Programme

• Replaced 4 strategic programmes
  (Fundraising, Reputation & Reach, Activism, Supporter
  Development)

• Provides strategic direction for integration
  (across FCA, and with rest of organisation)

• Clarifies priorities and desired outcomes

• Provides single reference point for all engagement activities
Hierarchy of Strategic Objectives

• Identify key objectives for delivery by FCA
  (raise money, deliver individual and group actions, build
  powerful relationships, strengthen brand)

• Provides framework for decision-making

• Supports resolution of conflicting priorities

• Doesn’t directly inform resource allocation

• Dynamic hierarchy (evolves over time)
Strategic Projects

• Differentiate between “projects” and “activities”

• Agree priorities and resources

• Determine where change is necessary

• Focus on biggest impact

• Address systems, processes, dependencies
Audience Strategy

• Consolidated all existing audience research

• Identified need for shared understanding of target audiences

• Identifying and addressing key strategic (audience) questions

• Creating new Market segmentation

• Creating new Base segmentation

• Agreeing approach to Campaign Segmentation
Planning

• Established new organisation-wide approach to strategy

• Agreeing standard templates (with flexibility)

• Establishing interdependencies

• Operationalising strategy
Internal Communications

• Early integration of management team (Heads & Team
  Leaders)

• More positive/consistent use of “cascade comms”

• Regularly brief and agree key messages with managers

• Established schedule of meetings (Annual Away Days,
  Monthly Managers, Monthly Teams, Weekly Senior
  Managers)

• Encouraged more creativity and innovation
Integration in Practise: Brand Re-launch

• Established cross-department working group
• Used Hierarchy of Objectives to inform project brief
• Used Engagement Programme to inform approach
• Establishing shared language on audiences
• Shared understanding of different requirements
  from brand
• FCA Management Team supporting conflict
  resolution
• Collaborative working on design & delivery
• New structure/processes enabling rapid pace
Integration in Practise: Nuclear Campaign




•   Petition live within 24 hours
•   Local groups and activists contacted within 3 days
•   Updated fundraising appeal within 7 days
•   Established new processes for decision-making, collaboration,
    delivering key messages to different audiences
•   Able to make quick clear links between opportunity and strategy
Integration in Practise: New fundraising event

                             •   Used Hiearchy of
                                 Objectives and
                                 Engagement
                                 Programme to clarify
                                 brief
                             •   Strong collaborative
                                 working between
                                 Fundraising & Comms
                             •   Event idea has
                                 developed from concept
                                 to launch in less than 6
                                 months
                             •   Set ways of working for
                                 future collaboration
Key Lessons

1.    Break the cycle
2.    Lead from the top
3.    Win champions
4.    Aim for perfect – plan for good enough
5.    Make it the day job
6.    Agree some objectives more equal than others
7.    Challenge false choices
8.    Spread the burden
9.    Speak the same language
10.   Celebrate difference
11.   Share what you do
12.   Always bring back to the WHY
Discuss!
• Any thoughts / questions on Friends of the Earth
  approach

• What could (does) work for you – and why

• What wouldn’t (doesn’t) work for you – and why
Bridging the Gap: Integrating Communications
           and Fundraising Workshop

                                        25 May,2011




CharityComms is the professional membership body for charity communicators. We
believe charity communications are integral to each charity’s work for a better world.

W: www.charitycomms.org.uk T: 0207 426 8877

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How Friends of the Earth transformed strategy and structure to deliver integration

  • 1. Bridging the Gap: Integrating Communications and Fundraising Workshop 25 May,2011 CharityComms is the professional membership body for charity communicators. We believe charity communications are integral to each charity’s work for a better world. W: www.charitycomms.org.uk T: 0207 426 8877
  • 2. How Friends of the Earth transformed strategy and structure to deliver integration Joe Jenkins Director of Fundraising, Communications & Activism
  • 3. Health Warning!! • Discussing how we’ve approached integration within a new structure • Though lessons may be transferable, more relevant if your charity has separate fundraising and communication resources • I didn’t have time to do lots of pretty pictures • This is a work in progress – come back next year for results!
  • 4. Friends of the Earth • the UK’s most influential national environmental campaigning organisation (working in England, Wales & Northern Ireland) • the most extensive environmental network in the world, with around 1 million supporters across five continents, and more than 70 national organisations worldwide • a unique network of campaigning local groups, working in more than 200 communities throughout England, Wales and Northern Ireland
  • 5. Friends of the Earth • 1971 – launch • 1972 – pass the ban on import of fur • 1974 – no nukes – govt cancels plans to build 32 new nukes after campaigning • 1979 – campaign for more bike use to stop pollution. British rail cancel their ban of bikes on board • 1980 – 200k people protest outside Nelson’s Column against govt plans for nuclear testing • 1983 – start a paper recycling cooperative • 1984 – expose the use of damaging pesticides in products which leads to removal of pesticides and dramatic government overhaul of law • 1985 – launch first ever tropical rainforest campaign exposing destructive activities of UK companies • 1988 – first UK launch of global warming campaign • 1989 – pioneer the first doorstep recycling programme • 1991 – expose drinking water supplies for 14m people are contaminated with pesticides and take govt to high court to get this damage reversed • 1996 – Launch campaign against genetically modified organisms • 2005 – expose the use of palm oil in products and the destructions of rainforest habitats to make these • 2008 – the climate change bill becomes law after hundreds of thousands of people protest and 95% of politicians are lobbied. 1971 - 2011
  • 6. Friends of the Earth • Over 150 people employed by national office • Raise approximately £10million every year • Dependent on individuals for over 90 per cent of income. • Prompted awareness over 90% • Spontaneous awareness around 15-20%
  • 7. Context – our challenge in 2009 • Over a decade of successful growth • Massive campaign success • Dramatic changes in external environment • Green gap • Awareness, income, supporter numbers and influence facing decline • Financial gap
  • 8. Solution • Identify high level priorities • Re-structure organisation to streamline and focus around priorities • Introduce new, small Senior Management Team • Focus on integration – internally and externally • Develop new approach to strategy
  • 9. New SMT Executive Director Managing Director Director of Policy & Director of Fundraising, Campaigns Communications & Activism Director of Resources Director of Organisational Development
  • 10. Introducing FCA Director of Fundraising, Communications & Activism Head of Fundraising Head of Head of Activism Communications
  • 11. Introducing FCA • Single integrated overview of all external engagement with audiences • Responsible for integration of engagement & communication activities, including: – Fundraising Strategy & Programme – Brand & Reputation – PR & Communications (Events, Publications, Digital etc) – Local Group Network – Individual Activism • Involve people in taking action for the environment
  • 12. Integrating Fundraising, Communications & Activism • Separate strategies, • Integrated strategy, processes, structures, processes, structure, systems, cultures systems, culture • Siloed between • Integrated across departments AND AND within within departments departments • Disjoined supporter • Delivering supporter experience journeys
  • 13. Cut-out & Keep List of Key Lessons The Glib List! 1. Break the cycle 2. Lead from the top 3. Win champions 4. Aim for perfect – plan for good enough 5. Make it the day job 6. Agree some objectives more equal than others 7. Challenge false choices 8. Spread the burden 9. Speak the same language 10. Celebrate difference 11. Share what you do 12. Always bring back to the WHY
  • 14. What did we do • Led with restructure • One strategic programme for Engagement • Hierarchy of strategic objectives • Strategic projects • New thinking on Audience Strategy • New business planning processes • Internal Communications
  • 15. Restructure Director of Fundraising, Communications & Activism Head of Fundraising Head of Head of Activism Communications • Established strategic rationale • Recruited Director / Appointed Heads • Clarified decision-making rights/responsibilities • Set expectation for new structure to develop strategy • Achieved intervention / change of direction
  • 16. Engagement Programme • Replaced 4 strategic programmes (Fundraising, Reputation & Reach, Activism, Supporter Development) • Provides strategic direction for integration (across FCA, and with rest of organisation) • Clarifies priorities and desired outcomes • Provides single reference point for all engagement activities
  • 17. Hierarchy of Strategic Objectives • Identify key objectives for delivery by FCA (raise money, deliver individual and group actions, build powerful relationships, strengthen brand) • Provides framework for decision-making • Supports resolution of conflicting priorities • Doesn’t directly inform resource allocation • Dynamic hierarchy (evolves over time)
  • 18. Strategic Projects • Differentiate between “projects” and “activities” • Agree priorities and resources • Determine where change is necessary • Focus on biggest impact • Address systems, processes, dependencies
  • 19. Audience Strategy • Consolidated all existing audience research • Identified need for shared understanding of target audiences • Identifying and addressing key strategic (audience) questions • Creating new Market segmentation • Creating new Base segmentation • Agreeing approach to Campaign Segmentation
  • 20. Planning • Established new organisation-wide approach to strategy • Agreeing standard templates (with flexibility) • Establishing interdependencies • Operationalising strategy
  • 21. Internal Communications • Early integration of management team (Heads & Team Leaders) • More positive/consistent use of “cascade comms” • Regularly brief and agree key messages with managers • Established schedule of meetings (Annual Away Days, Monthly Managers, Monthly Teams, Weekly Senior Managers) • Encouraged more creativity and innovation
  • 22. Integration in Practise: Brand Re-launch • Established cross-department working group • Used Hierarchy of Objectives to inform project brief • Used Engagement Programme to inform approach • Establishing shared language on audiences • Shared understanding of different requirements from brand • FCA Management Team supporting conflict resolution • Collaborative working on design & delivery • New structure/processes enabling rapid pace
  • 23. Integration in Practise: Nuclear Campaign • Petition live within 24 hours • Local groups and activists contacted within 3 days • Updated fundraising appeal within 7 days • Established new processes for decision-making, collaboration, delivering key messages to different audiences • Able to make quick clear links between opportunity and strategy
  • 24. Integration in Practise: New fundraising event • Used Hiearchy of Objectives and Engagement Programme to clarify brief • Strong collaborative working between Fundraising & Comms • Event idea has developed from concept to launch in less than 6 months • Set ways of working for future collaboration
  • 25. Key Lessons 1. Break the cycle 2. Lead from the top 3. Win champions 4. Aim for perfect – plan for good enough 5. Make it the day job 6. Agree some objectives more equal than others 7. Challenge false choices 8. Spread the burden 9. Speak the same language 10. Celebrate difference 11. Share what you do 12. Always bring back to the WHY
  • 26. Discuss! • Any thoughts / questions on Friends of the Earth approach • What could (does) work for you – and why • What wouldn’t (doesn’t) work for you – and why
  • 27. Bridging the Gap: Integrating Communications and Fundraising Workshop 25 May,2011 CharityComms is the professional membership body for charity communicators. We believe charity communications are integral to each charity’s work for a better world. W: www.charitycomms.org.uk T: 0207 426 8877