Charities Building Value Programme
PURPOSE At the heart of our mission lies a commitment to empower charitable organizations, enabling them to thrive and make a lasting impact within their communities. Through collaborative efforts with Insight Group, the Association of Jersey Charities, and the Jersey Good Business Charter, we present the Charity Empowerment Initiative: Building Value. Our Mission: To provide tailored support and resources to charities, addressing their specific needs and challenges, ultimately fostering growth, sustainability, and enhanced community impact. Our Vision: We envision a charitable sector equipped with the tools, knowledge, and support necessary to navigate complexities, maximize efficiency, and achieve long-term success in fulfilling their missions. Purpose: Through a comprehensive program comprising workshops, coaching, and project support, we aim to equip charities with the skills and strategies needed to overcome obstacles, optimize operations, and thrive in an ever-evolving landscape. Why We're Here: The charitable sector faces significant challenges in funding, recruitment, retention, and operational efficiency. By offering tailored training programs designed in collaboration with local charities, we address these challenges head-on, providing relevant, actionable insights and solutions. How We Do It: Our initiative offers a series of ten engaging workshops covering vital aspects of organizational growth and success. From strategic planning to donor engagement, each session is meticulously crafted to deliver tangible benefits and outcomes. Join Us: Whether you're seeking to participate in our pilot program or join our waiting list for future cohorts, we invite you to take the first step towards unlocking your charity's full potential. Together, let's create positive change and build a brighter future for all. OUTLINE Introducing the Building Value a Charity, a collaborative Initiative between the Association of Jersey Charities and Insight Group and Jersey Good Business Charter. This initiative consists of a comprehensive program comprising 10 half-day workshops, co-produced in collaboration with local charities to address the specific needs and challenges identified by the Association of Jersey Charities survey. Notably, the main programme is subsidised, with profits reinvested back into the Association of Jersey Charities to further support the local community. It is supplemented by relevant 1:1 coaching opportunities, optional in-charity workshops and project support to implement changes that deliver financial and impact benefits. Additionally, the program is designed to take into account the unique local issues faced by charities operating in Jersey, ensuring relevance and effectiveness in addressing their needs. **Addressing Sector Challenges: The Current Landscape ** The total assets of Jersey registered charities were estimated to be around £2 billion, a significant increase from the previous year's estimation of £660 million. This excludes certain 'hard to value' assets such as public buildings, artworks, or museum pieces. The median assets of registered charities were approximately £54,000, with an average of around £4.4 million. Regarding current spending, registered charities in 2022 were estimated to have spent around £179 million, a decrease from the previous year's spending of £204 million. This figure includes spending by charities that provide support to other charities. The median current spending of registered charities was approximately £31,000, with an average of £390,000. Within the charitable sector, significant challenges in funding, recruitment, retention, and operations persist. Heightened expectations for professionalism and standards are evident from both sponsors and government entities. Moreover, there is a growing imperative to accurately measure impact and ensure transparent financial accountability. **Challenges Faced by Organisations: Investing in Success ** Numerous organisations exhibit reluctance towards investing in internal resources such as training and support systems. Consequently, they may struggle with inefficiency, ineffectiveness, and a lack of support and recognition. These challenges, in turn, have adverse effects on funding, recruitment, retention, and overall operational performance. Additionally, organisations often encounter difficulty in identifying suitable training solutions, as not all commercially available business courses cater to the specific needs and nuances of charitable organisations. A growing number of charities appreciate these real challenges, and realise that off-the-shelf commercial solutions will deliver neither the measurable impact nor the good value for money that funders rightly demand. **Recognising the Benefits: Unlocking Value ** Charities recognise the immense value in tailored training programs designed specifically to address their unique needs and challenges. The collaborative effort between Insight Group and the Association of Jersey Charities underscores the significance of co-production partnerships in creating impactful initiatives. Moreover, the inherent value of half-day workshops, co-designed and co-delivered alongside local charities, is evident in their ability to provide relevant, actionable insights and solutions. Program Details: Comprehensive Workshop Series Embark on a transformative journey with our comprehensive workshop series, consisting of 10 engaging half-day sessions meticulously crafted in collaboration with local charities. Each workshop is thoughtfully designed to address key aspects vital for organisational growth and success. 1. Workshop One: Charity Excellence Overview 2. Workshop Two: Strategic Thinking and Planning 3. Workshop Three: Purpose-Led Leadership 4. Workshop Four: Financial Management 5. Workshop Five: Marketing and Communications 6. Workshop Six: Project Management 7. Workshop Seven: Building Teams 8. Workshop Eight: Effective Decision Making 9. Workshop Nine: Donor and Supporter Engagement 10. Workshop Ten: Sustainability and Growth All workshops are co-delivered by two facilitators and an expert guest speaker and consist of interactive learning experiences based on real local scenarios. MEASURES THAT MATTER Local Needs Assessment - Executive Summary https://issuu.com/jerseycommunityfoundation/docs/final_-_local_needs_assessment_-_exec_summary_1_ https://issuu.com/jerseycommunityfoundation/docs/jcf_local_needs_assessment_08e08dcd442044 Source: https://www.jerseycommunityfoundation.org/ Impact Measurement Impact Measurement is the difference you make through the work that you do. It involves planning what your organisation will do; collecting information about what you have done and the difference you have made; understanding and assessing that information; communicating it; and learning from it. The Code of Good Impact Practice gives a broad introduction to impact measurement. It sets out a ‘cycle of impact’ and a series of high-level principles to follow. Impact measurement is everyone’s responsibility; organisations that excel are able to engage ALL staff in the process of gathering information, reflecting, and planning for improvement; however in the first instance you may want to nominate a person from your Board or your staff teams to lead the project. There are eight general principles that define good practice 1. Take responsibility for impact and encourage others to do so too. 2. Focus on purpose. 3. Involve others in your impact practice. 4. Apply proportionate and appropriate methods and resources. 5. Consider the full range of the difference you actually make. 6. Be honest and open. 7. Be willing to change and act on what you find. 8. Actively share your impact plans, methods, findings and learning. Source: https://www.thinknpc.org/resource-hub/the-code-of-good-impact-practice/ Our program needs to demonstrate value to the sponsors which we hope will include Jersey Business [https://www.jerseybusiness.je/] Digital Jersey [https://www.digital.je/] and the Jersey Community Foundation [https://www.jerseycommunityfoundation.org/] so whilst we are looking for metrics that improve the charity and charity outcomes we are also looking for the metrics that proves a value of this course/programme in helping you achieve those aims SECTOR DATA Source: https://charitycommissioner.je/ The majority of charities in Jersey fall under the £100K income bracket and many under £50K. This suggests that the biggest challenge to them may be resource (people) and funds to be able to create the value they desperately want to demonstrate for their charity. Distribution of Funds: - Small Charities (Median Assets < £100,000): - Medium Charities (£100,000 ≤ Median Assets < £1,000,000): - Large Charities (Median Assets ≥ £1,000,000): See below information from Jersey Charity Commissioner In 2022, there were 457 charities registered in Jersey, Channel Islands, UK, which represents an increase from the previous year. Most of these charities (90%) were registered in the general section, with the remaining 10% split between the restricted and historic sections. Despite some fluctuations in registrations and deregistrations, there were no negative determinations of applications for registration or appeals to the Charity Tribunal during the year. The total assets of Jersey registered charities were estimated to be around £2 billion, a significant increase from the previous year's estimation of £660 million. This excludes certain 'hard to value' assets such as public buildings, artworks, or museum pieces. The median assets of registered charities were approximately £54,000, with an average of around £4.4 million. Regarding current spending, registered charities in 2022 were estimated to have spent around £179 million, a decrease from the previous year's spending of £204 million. This figure includes spending by charities that provide support to other charities. The median current spending of registered charities was approximately £31,000, with an average of £390,000. Overall, these statistics indicate a significant presence and impact of charities in Jersey, with substantial assets and spending contributing to various causes and initiatives within the community. CONTENT This is the indicator of content which has been developed in collaboration and participation with a number of local charities and it is our intention that these are also co-delivered and we will have guest speakers who are recognised as experts in the charitable sector on those particular topics 1. Workshop One: Charity Excellence Overview ◦ Introduction to the Charity Excellence Programme. ◦ Importance of charities and their impact on the community. ◦ Discussion on leadership and productivity in charitable enterprises. ◦ Personal transformation and leadership insights. ◦ Guest Speaker: TBC 2. Workshop Two: Strategic Thinking and Planning ◦ Understanding mission and purpose. ◦ Strategic planning for long-term success. ◦ Building alliances and identifying allies. ◦ Incorporating personal journeys into strategic plans. ◦ Guest Speaker: TBC 3. Workshop Three: Purpose-Led Leadership ◦ Exploring virtues of leadership. ◦ Motivating volunteers and managing teams. ◦ Understanding leadership styles and handling difficult conversations. ◦ Inspiring service through empathy and ethics. ◦ Guest Speaker: TBC 4. Workshop Four: Financial Management ◦ Basics of accounting, budgeting, and fundraising. ◦ Financial reporting and compliance. ◦ Building confidence with financial figures. ◦ Corporate governance and attracting investment. ◦ Guest Speaker: TBC 5. Workshop Five: Marketing and Communications ◦ Branding and digital media strategies. ◦ Storytelling for effective communication. ◦ Creating a comprehensive marketing plan. ◦ Using digital media platforms for outreach. ◦ Guest Speaker: TBC 6. Workshop Six: Project Management ◦ Understanding project structures and risk management. ◦ Introduction to project management tools. ◦ Developing project plans for efficiency. ◦ Governance principles and real-world application. ◦ Guest Speaker: TBC 7. Workshop Seven: Building Teams ◦ Exploring team roles and dynamics. ◦ Managing conflicts and resolving issues. ◦ Understanding personal leadership styles. ◦ Creating harmony within teams through empathy. ◦ Guest Speaker: TBC 8. Workshop Eight: Effective Decision Making ◦ Data analysis and structured decision-making. ◦ Ideation and fear management in decision-making. ◦ Simplifying complexity for clarity. ◦ Exploring ethical decision-making frameworks. ◦ Guest Speaker: TBC 9. Workshop Nine: Donor and Supporter Engagement ◦ Strategies for donor engagement and retention. ◦ Planned approaches to supporter communications. ◦ Turning transactional donors into relational supporters. ◦ Planning for productive long-term relationships. ◦ Guest Speaker: TBC 10. Workshop Ten: Sustainability and Growth ◦ Understanding global mega-trends and their impact. ◦ Making a meaningful impact within the community. ◦ Action planning for sustainable growth. ◦ Turning learning into actionable change. ◦ Guest Speaker: TBC ACCREDITATION This is optional and separate from Association of Jersey Charities Membership Fees Charities participating in the program will be eligible for membership and accreditation by the Jersey good business charter We are working with the Association of Jersey Charities and other organisations to help define and document what would objectively be a good charity and this program will be aligned to helping organisations meet those standards providing not just the theory but also the tools templates and training to actually implement within the organisations and be recognised as meeting the standards Good Business Charter Membership Fees (Optional and to be confirmed, this *might* be offered FREE for course participants) Corporate subscription A new tier of membership for “micro” business (below 10 employees) is launched. Annual membership subscriptions w.e.f. 1/1/24 are Micro: was £450 now £150 - charities get 66% off eg £50 Small: was £450 now £300 - charities get 66% off eg £100 Medium: was £950 now £450 - charities get 66% off eg £135 Large: was £1450 now £750- charities get 66% off eg £250 Assessment fees for accreditation Standard level: Free of charge Bronze level: £1,000 (for three years). - charities get 66% off eg £330 This includes a site visit with an Assessor / Council Member but no inspection of documents. Silver level: £3,000 (for three years). - charities get 66% off eg £990 This includes a site visit with both an Assessor and a Council Member with inspection of sampled documents. Gold level (2025): £5,000 (for three years). - charities get 66% off eg £1650 This includes a site visit with an assessor team, inspection of documents, and meetings with customers, suppliers and staff. PILOT Course Overview and Agenda Course Overview: These workshops are designed to provide essential support to charities by offering practical tools and guidance aimed at improving their processes and productivity. The focus is on delivering concise "to-do" lists, cheat sheets, and guides that charities can easily integrate into their operations. The workshops emphasize a blend of theoretical understanding and practical insights drawn from real-life experiences in the charity sector. The goal is to equip participants with actionable knowledge that they can implement immediately upon returning to their offices. Benefits: 1. Practical Guidance: Participants will receive straightforward tools and resources that can be readily applied within their organizations. 2. Expertise from the Field: The workshops offer insights from experienced professionals within the charity sector, providing invaluable perspectives and advice. 3. Immediate Implementation: The content is structured to enable participants to start implementing what they learn within a few days, ensuring rapid application of new strategies and techniques. 4. Enhanced Understanding: By covering topics such as donor engagement, stewardship, marketing, and communication, charities will gain a comprehensive understanding of essential areas crucial for their sustainability and growth. Outcome: Upon completion of the workshops, participants will: 1. Effectively Engage Donors: Charities will have the tools to build and nurture relationships with donors, leading to increased support and engagement. 2. Strengthen Stewardship Practices: Participants will develop personalized stewardship plans to acknowledge and recognize donors, enhancing donor retention and satisfaction. 3. Implement Marketing Strategies: Charities will learn how to craft impactful messages, utilize various marketing channels, and measure the effectiveness of their marketing efforts. 4. Enhance Communication Skills: Participants will gain insights into effective communication techniques, enabling them to engage with their audience through email, social media, and other platforms. 5. Immediate Impact: Within a few days of the workshops, charities will be able to apply the learned strategies and demonstrate tangible benefits, such as increased donor engagement, improved marketing outreach, and enhanced communication with stakeholders. Overall, the workshops are tailored to empower charities with practical knowledge and resources that directly contribute to their success and impact in delivering services to their communities. Pilot Workshop 1: Donor Engagement And Stewardship (Indicative content - to be confirmed) Objective: To provide charities with practical strategies and tools to effectively engage donors and steward their support. Agenda: Introduction (30 mins) • Welcome and introductions • Overview of workshop objectives and agenda Understanding Donor Engagement (1 hour) • Importance of donor engagement in fundraising • Identifying donor motivations and preferences • Building relationships with donors Stewardship Techniques (1 hour) • Best practices for donor stewardship • Creating personalized stewardship plans • Acknowledging and recognizing donors Practical Exercises and Case Studies (1.5 hours) • Group activities to apply learned concepts • Case studies from the charity sector • Discussion on implementing stewardship strategies Wrap-Up and Next Steps (30 mins) • Recap of key learnings • Action plan for implementing strategies • Q&A session Pilot Workshop 2: Marketing And Communication (Indicative content - to be confirmed) Objective: To equip charities with effective marketing and communication strategies to raise awareness and support for their cause. Agenda: Introduction (30 mins) • Welcome back and brief recap of previous workshop • Overview of workshop objectives and agenda Understanding Your Audience (1 hour) • Identifying target audiences and their needs • Crafting impactful messages and appeals • Utilizing storytelling in communication Marketing Strategies (1 hour) • Overview of marketing channels (digital, social media, traditional) • Developing marketing campaigns on a budget • Measuring the effectiveness of marketing efforts Communication Tools and Techniques (1 hour) • Effective use of email newsletters and updates • Leveraging social media platforms for engagement • Engaging with the media and public relations Practical Application and Feedback (1.5 hours) • Hands-on activities to develop marketing materials • Peer review and feedback session • Discussion on overcoming communication challenges Wrap-Up and Next Steps (30 mins) • Summary of key takeaways • Action plan for implementing marketing strategies • Closing remarks and evaluation of workshop Conclusion: The workshops aim to provide charities with actionable insights and practical tools that they can immediately apply within their organizations. By focusing on donor engagement, stewardship, marketing, and communication, charities will be equipped to effectively raise funds, increase awareness, and drive positive impact for their causes. APPLICATION Pilot Programme The AJC are seeking 20 charities to participate in our pilot program consisting of two workshops: one focused on donor engagement and stewardship, and the other on marketing and communication. These workshops are essential for any charity's success. We believe that both are interconnected and will yield tangible benefits and outcomes for the participating charities. As part of the pilot program, we ask for feedback to identify areas for improvement and seek testimonials, quotes, or case studies to validate the program's effectiveness and benefits. Additionally, those participating on the Pilot Programme will be offered free accreditation under the new Jersey Good Business Charter accreditation programme for Charities. Whether you wish to be part of the Pilot Programme or join the waiting list for the first cohort reach out to us to schedule a consultation and take the first step towards unlocking your charity's full potential. Let's work together to create positive change and build a brighter future for all. Contact AJC today to arrange a meeting on-line or in-person https://www.jerseycharities.org/ Beth Gallichan, Chief Executive: beth@jerseycharities.org Fiona Le Corre, Grants Manager: fiona@jerseycharities.org Lyn Wilton, Administration: lyn@jerseycharities.org Association of Jersey Charities PO Box 356 St Helier Jersey Postcode JE4 9YZ CONTACT Take Action Now! Ready to empower your charity with the tools and knowledge it needs to thrive? Don't wait any longer. Contact us today to learn more about how our program can benefit your organisation and make a lasting difference in your community. Reach out to us to schedule a consultation and take the first step towards unlocking your charity's full potential. Let's work together to create positive change and build a brighter future for all. Call us today to arrange a meeting on-line or in-person Simon Simon Nash FCIPD, LLB, BPS Group Chairman Insight Group www.insight.je +44 (0) 1534 519 829 (reception) Private vid con https://zoom.us/j/5296640000 This is a temporary page set-up for Charities Building Value Programme March 2024.