Friday, 24 October 2014

Why not invite a funder to your away day?


Recently I attended a Board away day. The main purpose for the day was long-term planning but, as ever, there were also the added benefits from bringing stakeholders together and getting to know each other away from the usual day to day issues.  Of particular interest was having not just staff and management in the room but representatives from the charities we fund. Having their perspective really helped ground the discussions. One charity said they thought it was such a good idea that they were going to invite a funder to their next away day.
When I assess charities, one line of questioning is about their strategic planning and who inputs into this. Some charities take a limited approach with just staff and Trustees getting together. Other charities take the time to seek the views and input from a wide range of stakeholders including service users and external referral agencies. I can’t recall anyone ever saying that they included a funder.
I can think of some reasons why it would be tricky. For example, if the funder endorsed the plan the charity might assume that this would translate into future funding. But these expectations could be managed. What would the benefits be? It could be a useful reality check on fundraising strategies. It could bring an objective view from someone who reads lots of plans.
When thinking who to invite to your away day, think of asking a funder. What do you think the pros and cons would be? If you’ve already tried it, I’d be really interested to know how it went.

No comments:

Post a Comment