NGO Fundraising and Organisational Sustainability Masterclass

NGO Fundraising and Organisational Sustainability Masterclass



19 Nov 09:00 - 23 Nov 16:30 - Lusaka
Lusaka, Zambia

Route
More info

Masterclass Rationale:
NGOs, CSOs and CBOs have critical roles to play in providing necessary services for communities and beneficiaries throughout Africa. However, they are often reliant on grant finance, from a limited number of donors, and their staff’s capacity to plan and implement business (social enterprise) development and fundraising strategies, to manage projects and people, to monitor, evaluate and report on program and project processes and to transition from donor dependency to financial sustainability is often inadequate. Moreover, skills and capacity in the areas of financial and organisational sustainability are often placed on senior management alone – without sufficient support from team members who may require upskilling. Furthermore, changes in donor imperatives and international trends can pose increasing demands and challenges for NGO sustainability. In response to these challenges, the African Sustainability Academy (ASA), in partnership with the Sustainable Development Network (SDN) runs a variety of capacity building programs for non-profits in Zambia and throughout Africa.



Masterclass Objectives:
1. To understand how to be financially sustainable as a non-profit organisation
2. To gain a broad understanding of how to mobilize resources
3. To understand the Do’s and Don’ts in establishing and maintaining donor relationships
4. To understand the principles of branding and successful media, marketing and social media campaigns
5. To define social enterprise and social entrepreneurship
6. To understand the social enterprise landscape internationally and in Africa
7. To understand the institutional, tax and other factors to consider when generating income
8. To explore possible income generating activities which will promote long-term organizational sustainability
9. To understand the principles of successful proposal writing
10. To understand the value of MER in the NGO environment
11. To define common MER terms (outputs, outcomes, impact, domains, indicators, etc.)
12. To gain a better understanding of MER tools and techniques
13. To understand how to write effective reports
14. To understand how to preserve financial integrity through governance and accountability
15. To understand internal controls and reporting
16. Learning from audits – what do auditors want to see and what does the law require.
17. To understand different personality types and the roles they have to play in your organisation
18. To understand core strengths of team members and develop a culture of collaboration in teams and organisations
19. To understand how to leverage networks and partnerships
20. To learn from successful case studies
21. To network and share lessons with other NGOs/CSOs and CBOs
Targeted Participants
This Masterclass targets NGO executive directors, fundraisers, program and project managers, marketing, communications, finance and new business development staff, monitoring and evaluation staff, HR staff, board members, decisions makers and staff that need upskilling to provide further support to executive teams. Space is limited.

Masterclass Dates/Times
19 – 23 November 2018: (09h00 – 16h30 Monday –Thursday; 09h00 – 12h00 Friday).

Training Format:
This Masterclass will be highly interactive and will include formal presentations, discussions, group work and other exercises.

Materials:
Participants will be receive the following:

1. Course manuals
2. A CD which includes databases of thousands donors (valued on its own at $350 – the CD is included in the course fee), all course presentations as well as up-to-date research on each topic presented and a variety of other resources and case studies.
3. Activity sheets and handouts
4. Pen and paper
5. Course Certificate

Course Fees:
Fees cover venue, catering, shuttle service to and from the training venue (for those staying at local guest houses/hotels) and materials. Costs do not cover air travel, accommodation or shuttle services for participants who live locally.

EVENT COSTS
MASTERCLASS AND SITE VISIT
Early Bird Discount (Register and pay by 19 October): $1,150
Standard Price (Register and pay after 19 October): $1,565
MASTERCLASS ONLY
Early Bird Discount (Register and pay by 19 October): $1,125
Standard Price (Register and pay after 19 October): $1,525
09hoo -16h30 Mon – Thurs
09h00 – 12h00 Fri
12h00 - 16h30 Fri Site Visit (please book flights accordingly)
TEAM DISCOUNTS Teams of 3 or more receive a 10% discount. Teams of 5 or more receive a 15% discount

For Credit Card Payments (VISA/Mastercard) Please Register Via Computicket: events.computicket.com/events/1281-funding-masterclass
Please note that payments via Computicket will be billed at the USD Rate in SA Rands
For EFT payments please fill in the attached registration form and return it with proof of payment to lisa@sdnafrica.org EFT payments can be made into the following account: Account name: Chuluka Limited; Account number: 800000651471; Branch code: 130010; Swift code: CVMTZMLU. PLEASE USE PARTICIPANT NAME AS A REFERENCE!

MASTERCLASS AGENDA
DAY 1: RESOURCE MOBILISATION, FUND RAISING, SOCIAL ENTERPRISE DEVELOPMENT
Time Agenda Item Presenter
08h30-09h00 Registration
09h00-09h30 Welcome and Introductions Barbara Nost: CEO the Zambian Governance Foundation
09h30-11h00 Resource mobilization – what does it mean, how do we do it? Lisa Thompson Smeddle: Director, African Sustainability Academy
11h00-11h15 TEA/COFFEE BREAK
11h15-12h30 Successful Fundraising Lisa Thompson Smeddle: Director, African Sustainability Academy
12h30-13h00 SE Case Study: Bio Carbon Partners Eco Charcoal / Reforestation Program Peter Chulu: BCP Eco Charcoal Program Director
13h00-14h00 LUNCH BREAK
14h00-15h00 Social Enterprises: Challenges and potential for NGOs, Hybrid models, Case studies. Lisa Thompson Smeddle: Director, African Sustainability Academy
Daniel Steenkamp: Director, Ascent Group
15h00-15h15 TEA/COFFEE BREAK
15h15-16h15 Financial and tax implication for social enterprises Daniel Steenkamp: Director, Ascent Group
16h15-16h30 Concluding thoughts and closure Lisa Thompson Smeddle: ASA
DAY 2: PROPOSAL WRITING, MONITIORING, EVALUATION AND REPORTING
09h00-11h00 Successful proposal writing: International formats for proposals, Problem statement, goals, objectives Lisa Thompson Smeddle: ASA
11h00-11h15 TEA/COFFEE BREAK
11h15-13h00 Successful proposal writing continued: technical approach, budget, conclusion, final packaging Lisa Thompson Smeddle: Director, African Sustainability Academy
Daniel Steenkamp: Director, Ascent Group
13h00-14h00 LUNCH BREAK
14h00-15h00 MER themes, domains and indicators Lisa Thompson Smeddle: Director, African Sustainability Academy
Daniel Steenkamp: Director, Ascent Group
15h00-15h15 TEA/COFFEE BREAK
15h15-16h15 Successful reporting Daniel Steenkamp: Director, Ascent Group
16h15-16h30 Concluding thoughts and closure Lisa Thompson Smeddle: ASA
DAY 3: PROJECT MANAGEMENT, MEDIA, MARKETING & SOCIAL MEDIA
09h00-11h00 Project design, planning and execution Lisa Thompson Smeddle: Director, African Sustainability Academy
Daniel Steenkamp: Director, Ascent Group
11h00-11h15 TEA/COFFEE BREAK
11h15-13h00 Project execution, monitoring and closure Lisa Thompson Smeddle: Director, African Sustainability Academy
Daniel Steenkamp: Director, Ascent Group
13h00-14h00 LUNCH BREAK
14h00-15h00 Media and marketing: brand personality and brand communication Lisa Thompson Smeddle: ASA
15h00-15h15 TEA/COFFEE BREAK
15h15-16h15 NGOs and the use of social media Lisa Thompson Smeddle: ASA
16h15-16h30 Concluding thoughts and closure Lisa Thompson Smeddle: ASA
DAY 4: FINANCIAL MANAGEMENT / ETHICS AND GOVERNANCE
9h00-11h00 Introduction: Legal & Tax Structures Daniel Steenkamp: Director, Ascent Group
11h00-11h15 TEA/COFFEE BREAK
11h15-13h00 Governance & financial integrity Daniel Steenkamp: Director, Ascent Group
13h00-14h00 LUNCH BREAK
14h00-15h00 Internal controls & financial reporting Daniel Steenkamp: Ascent Group
15h00-15h15 TEA/COFFEE BREAK
15h15-16h15 Financial management and sustainability Daniel Steenkamp: Ascent Group
16h15-16h30 Concluding thoughts and closure Daniel Steenkamp: Ascent Group
DAY 5: PEOPLE MANAGEMENT AND TEAM DEVELOPMENT
09h00-10h30 Tree of life, personality profiling Lisa Thompson Smeddle: ASA
10h30-12h00 Working in teams, group exercise Lisa Thompson Smeddle: ASA
OPTIONAL SITE VISIT: ECO CHARCOAL PROJECT WITH BIO CARBON PARTNERS TRUST
12h00 Depart ZGF with bagged lunch
16h00 Return to ZGF and shuttles to airport

Optional Site Visit:
Since 2014, the Community Forests Program, implemented by Bio Carbon Partners (BCP), is made possible by the support of USAID. This program is designed to support the Zambian Government’s REDD+ strategy by establishing the largest REDD+ program in the country, protecting over 700,000+ hectares of threatened forests. BCP is an African-headquartered and majority African-owned social enterprise that develops and manages long-term forest carbon projects in globally significant biodiversity landscapes in Africa. They combine an entrepreneurial approach with a core philosophy of caring for people and environments to catalyse landscape-scale, community-based market driven solutions to deforestation. Their local presence and rural focus enables them to drive change with their partners, working to reinvent rural Africa, through innovative partnership-based Reduced Emissions from Deforestation and Degradation (REDD+) projects.
Come and join us on a site visit to BCP's EcoCharcoal project and explore the possibility of partnering with BCP to become a social enterprise and generate income for your NGO!

Biographies of Speakers

Lisa Thompson-Smeddle is the Founder/Director of the USA and RSA registered African Sustainability Academy and Sustainable Development Network. She has 25 years’ experience working in the NGO sector in Africa. She has acted as Sustainability Advisor to Family Health International, an Umbrella Grants Mechanism managing a $93million USAID/PEPFAR grant in South Africa. Her role was to build capacity in PEPFAR funded NGOs. This included the development of sustainability and organisational development strategies and policies, the establishment of effective fundraising, financial, monitoring evaluation and reporting systems and strategies, assistance with social media and media/marketing campaigns and more. Lisa was also the Programme and Research Coordinator for the Sustainability Institute (South Africa) and course designer/lecturer at Stellenbosch University (South Africa). She has managed projects for the UNDP, GIZ, WWF, DANIDA, Cordaid, the Hanns Seidel Foundation, the SA National Department of Human Settlements, various African provincial and local government authorities, the University of California Berkeley and other academic institutions and donor agencies. She has completed an Honours degree in Social Sciences at Chapman University (California, USA), and both Honours and Master’s degrees in Sustainable Development at Stellenbosch University (South Africa).

Mr Damoni Kitabire is the Country Representative of the African Development Bank (AfDB) in the Zambia Field office based in Lusaka. Damoni has been with the African Development Bank (AfDB) since 2007. In the Bank, and prior to his move to Zambia, Damoni held various positions including; Advisor to the Vice President for Regional Operations, and Lead Economist/Officer-in-Charge of the Zimbabwe Field Office. Before joining the AfDB, he was the Senior Advisor in the Ministry of Finance, Planning and Economic Development, Uganda. Other senior positions that Damoni held in the Ministry of Finance, Uganda were; Director Economic Affairs, Director Budget and Commissioner Macro-economic Policy. He has also worked as a Senior Economist in the Policy Development and Review Department of the International Monetary Fund (IMF), in Washington D.C. He has published in the area of aid, debt, international finance and public finance. He holds Degrees in Economics and Finance.

Daniel Steenkamp is a senior business advisor, specialising in financial management, business strategy, internationalisation, business optimisation, management and leadership development. He is also a Chartered Accountant and registered auditor. He is a member of the South African Institute of Chartered Accountants (CA(SA), the Institute of Chartered Accountants in England and Wales (ICAEW) and the Independent Regulatory Board of Auditors (IRBA). He acts as independent auditor to a broad scope of NGOs in Africa. Holding an MBA in business strategy from Stellenbosch University (South Africa) and he is particularly passionate about social enterprise development in emerging economies.
Daniel is a firm believer in talent and is an energetic and experienced facilitator. He has a strong passion for Non-Profit Organisations and uses his business skills and experience to train them to be more sustainable and more efficient with their resources, thus increasing impact and maintaining financial and organisational integrity. He is a consultant to NPOs across Africa and serves as Trustee and Non-Executive Director on various NPOs.

Chamaninga Peter Chulu is the technical and Marketing Officer for BioCarbon Partners (BCP) - an African-headquartered and majority African-owned social enterprise that develops and manages long-term forest carbon projects in globally significant biodiversity landscapes in Africa. They combine an entrepreneurial approach with a core philosophy of caring for people and environments to catalyse landscape-scale, community-based market driven solutions to deforestation. Their local presence and rural focus enables them to drive change with their partners, working to reinvent rural Africa, through innovative partnership-based Reduced Emissions from Deforestation and Degradation (REDD+) projects.

ABOUT THE ASA
The African Sustainability Academy (ASA), (in partnership with the Sustainable Development Network, offers Accredited and Certificate Courses and training programs for non-profits, corporates, government agencies, youth and community members across Africa. After thorough research into the skills and training needs of NGOs, communities, youth, corporates and government agencies, the founders of the ASA determined that the importance of skills development in these sectors cannot be over-emphasized. As employees transition through various phases of their careers, their roles, responsibilities and expected outputs change. With these changes, employees often require increased capacity and additional skills. Moreover, unemployed youth and community members without work experience or job-ready skills require capacity development programs that will enable them to find meaningful employment. In order to meet these challenges, the ASA has designed accredited and certificate courses aimed at upskilling existing NGO, government and corporate employees (from junior to senior management staff and board members); enabling them to perform more effectively and efficiently in the workplace, and courses for community members and unemployed youth. Certificate courses run from one day to two weeks. Accredited courses run from one week to 18 months, depending on the content and course outcomes. Courses can also be customized, according to the organisation’s needs.


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