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Effective Project Proposal Writing and Fundraising Management

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This Course is Designed For:

 Budget Officers;
 Directors of Charitable Organisations;
 Directors of Grant-Awarding Bodies;
 Directors of Non-Governmental Organisations (NGOs);
 Financial Planners;
 Senior Fundraisers;
 Fundraising Managers;
 Fundraising Professionals;
 Programme Budgeters;
 Programme Managers;
 Project Commissioners;
 Project Evaluators;
 Project Initiators;
 Project Leaders;
 Project Reviewers;
 Senior Project Planners;
 Senior Proposal Writers;
 Senior Resource Managers;
 All others desirous of enhancing their Competence and Professional Standing in Proposal Writing and Project Management.

Course Duration: 10 Days
By the conclusion of the specified learning and development activities, participants will be able to demonstrate a heightened understanding of the following concepts and issues:
Effective Project Proposal Writing

Part 1– Project Proposal Overview

 What is (and what is NOT) a Project?;
 6 Project Phases;
 Project Design;
 Project Planning;
 Issues to be Considered at the Beginning of the Project Planning;
 Considerations for Each Planning Step.

Part 2 – An Orientation to Proposal Writing

 Definition;
 Main Terms of the Proposal Writing Process;
 Who Should Write the Project Proposal?;
 Information Gathering: Acts Preparatory for Writing Project Proposal;
 How to Find Grant Applications;
 The Ingredients of a Proposal;
 The Process of Submitting a Proposal;
 The Difference between Grants and Contracts;
 Technology and Proposal Writing;
 Organizing the Writing;
 Writing Style and Format.

Part 3 – Understanding the Agency and the Funding Environment

 Understanding the Funding Environment;
 Other Funding Considerations;
 Proposal Scoring;
 Focus on Collaboration;
 Writing a Proposal for a Collaborative.

Part 4 – Needs-Based Program Development

 Understanding the Community through Data;
 Understanding Barriers to Service;
 Program Design and Theoretical Orientations;
 Conceptualizing Proposal Ideas;
 Sustainability and Transferability.

Part 5 – Writing the Problem Statement

 Definition;
 The Purpose of the Problem Statement;
 A Guide to Writing the Problem Statement.

Part 6 – Writing Goals, Objectives and Implementation Activities

 Program Goals;
 Formulating Objectives;
 Developing the Implementation Plan;
 Writing the Project Narrative.

Part 7 – Writing the Evaluation Plan

 The Benefits of Evaluation;
 Developing an Evaluation Plan;
 Writing the Evaluation Section;
 Other Evaluation Considerations.

Part 8 – Creating Budget and Estimation

 Types of Budget;
 Budgeting for the First-Time Granwriter;
 Other Budgeting Issues.

Part 9 –Agency Capability and Final Steps

 The Agency Capability Statement;
 Requesting Letters of Support;
 The Proposal Abstract;
 The Title and Title Page;
 The Cover Letter.

Fundraising Management

Part 10 – The Fundraising Planning Process Fundraising Planning: The Fundraising Audit

 A Planning Framework;
 The Fundraising Audit;
 Analytical Tools;
 The SWOT Analysis;

Part 11 – Marketing Research for Fundraising

 Definition;
 Stating the Research Problem and Research Objectives;
 Secondary versus Primary Data;
 Qualitative Research;
 Quantitative Research Techniques;
 Taking a Sample;
 Questionnaire Design;
 Data Analysis;
 Using External Research Agencies.

Part 12 – Strategic Planning: The Fundraising Plan

 Setting Fundraising Objectives;
 Key Strategies;
 Overall Direction;
 Market Segmentation: Segmenting Individual Donor Markets;
 Segmenting Business Markets;
 Evaluating the Suitability of Segments;
 Positioning Strategy;
 Strategic Wear-Out;
 Tactical Plans;
 Budget;
 Scheduling;
 Monitoring and Control.

Part 13 – Fundraising from Individuals Understanding Giving

 Donor;
 Reasons for Giving;
 The Impact of Charity Appeals;
 Selection Criteria;
 Why Do Individuals Stop Giving?;
 Modelling Giving Behaviour.

Part 14 – Donor Recruitment

 Recruitment Planning;
 Setting Recruitment Objectives;
 Segmentation;
 Profiling;
 Targeting;
 Media Selection and Planning;
 Integrated Campaigns;
 The Nature of the Fundraising Message;
 Fulfilment;
 Budgeting Control and Evaluation;
 Supplier Relationships.
Part 15 – Donor Development
 Donor Development Planning;
 Measuring Donor Value;
 Segmenting for Growth;
 Keeping Donors Loyal.
Part 16 – Major Gift Fundraising
 Characteristics of Major Givers;
 Motives of Major Givers;
 Major Donor Recruitment;
 Major Donor Retention and Development;
 Tools and Techniques;
 Donor Recognition;
 Events;
 The UK Experience.
Part 17 – Community Fundraising
 Community Fundraising Activities;
 Management and Structures;
 Outcomes and Profitability;
 The Role of the Volunteer;
 The Future for Community Fundraising.

Part 18 – Corporate/Trust Fundraising: Corporate Fundraising
 Why Do Corporates Give?;
 Forms of Business Support;
 Who to Ask?;
 Fostering Relationships;
 Outcomes;
 The Pitfalls;
 Corporate Fundraising Planning;
 Structures.
Part 19 – Trust and Foundation Fundraising
 Giving Patterns and Preferences of Trusts and Foundations;
 Raising Funds from Trusts and Foundations;
 Trust/Foundation Research;
 The Application/Proposal;
 Internal Procedures and Tools;
 Building Relationships with Trusts and Foundations;
 The Grant Cycle.
Part 20 – Branding and Campaign Integration
 What Is A Brand?;
 Why Brand?;
 Brand Strategy;
 Exploring Brand Values;
 Campaign Integration;
 Managing Multiple Communications.

We offer very attractive discount for groups of 3 and more people, from the same organisation, taking the same course. This discount is between ten percent (10%) and thirty three percent (33%), depending on the group size. Even with these discounts, we can also deliver courses for groups in the country of your choice.

Courses are delivered in over 30 Cities including Miami, London, Dubai, Kuala Lumpur, Paris, Milan, Caracas, Manila, Manama.

Please feel welcome to contact me, at any time. My e-mail addresses are:; and
My Direct telephone number is +442071935906

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