Sunday, 23 November 2014

Who gets to meet the funder?


So you have sent off your beautifully crafted funding bid and are waiting for the decision when you get the call – the funder would like to come and meet with you to find out more about your work. A good thing to do at this point is to ask the funder what they would like to cover, who they would like to meet and how long the meeting will last. However, if they don’t offer you this guidance, here are a couple of dos and don’ts for how to respond.
Do - Try and involve more than one person. No matter how well briefed, it is difficult for one person to know about all the aspects that could be covered (history, finances, strategic plan, staff performance management, user involvement, project plans and budgets etc.) and it is also a weighty responsibility to put on one person. Think who should be there to cover frontline and strategic questions: the CEO, a Trustee, a frontline worker, a project manager?
Do - Think about personalities and not just roles. For example, if your CEO is a charismatic storyteller, but might be a bit woolly on detail, bring along your finance and operational staff to cover any questions on your accounts and policies. If on the other hand, your CEO is very thorough but lacks a bit of spark, make sure you invite a passionate frontline worker or some service users to bring alive their stories.
Don’t - Feel you need to introduce the funder to everyone in the building and give them a grand tour. They will be on a schedule and so a tour could be losing you precious time to answer the questions they want answered. For example, unless it is the point of the bid, the funder doesn’t need to see your new toilet block.
Don’t – Make people perform. The funder is interested in the work you do and the difference it makes. It is always a welcome addition to meet with service users, where this is appropriate. But don’t compel a service user to tell their difficult experiences to a stranger. Take time to think how your service users’ voices can best be heard and manage this carefully and sensitively.
This first meeting with a funder might be a crucial one-off opportunity to secure funding or an important first step in a long relationship. So next time you get that call, make sure you stop and think what you can do to best meet both their needs and yours.


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