Resource Mobilization, Fundraising and Proposal Writing Course

Introduction

Mobilizing resources are important in financing investment and social programmes, which are essential for economic growth and for eradicating poverty. Mobilization of resources is recognized as the foundation for self-sustaining development. Financing for economic growth and poverty reduction is one of the challenges facing projects and programmes, however, resource mobilization can be managed more innovatively for greater effectiveness. In this context, a sound fiscal policy, responsible social spending and a well-functioning and competitive financial system are the crucial elements mobilizing resources.

The ability of development partners to implement their project interventions is dependent on their access to donor funding. Access to these funds requires submission of proposals for consideration by the potential donors. Project results should be effectively communicated and shared through good reports.

Who should attend?

This course is aimed at managers, program/project coordinators and other project staff whose roles involve developing proposals for fundraising and report writing for their organization.

Days

5 days

Course Objective:

By the end of the training the learners will be able to:

Develop a proposal for mobilizing resources

Appreciate the role of monitoring and evaluating in Resource Mobilization

Describe the process and tools used in Resource Mobilization

Define concepts and importance of Resource Mobilization for projects/programmes

Articulate the principles and moral ethics in resource mobilization

Understand different ways of resource mobilization

Understand the principles of project development and proposal writing

Organize the different components of a proposal in a logical flow

Course outline

The Overview of resource mobilization and fundraising

o Resource mobilization concept

o Sustainability and its pillars concept

Resources and donors type

o Selecting resource mobilization vehicles

o Pooled funding

o Regular resources

o Thematic funding

Process of resource mobilization

o Resource mobilization practical steps

o Tools ineffective resource mobilization

o Funding proposal research

Resource mobilization challenges

o Challenges, trends and opportunities in resource mobilization

o What determines organizational attractiveness to donors?

o Donor research and prospecting

o How to identify potential donors?

o Ways to use donor research

Strategies in Resource mobilization

o Types of funds

o Engaging donors as partners

o Strategic communication

o Setting clear structures for funding and execution

Sources of Fundraising

Grants from agencies, foundations and corporations

Individual donors

Sales and services

Methods of Fundraising

Special events

Donor relationship and cultivation

Capital and comprehensive campaigns

Accountable fundraising

Professional fundraising

Best Practices of Fundraising

Use credible, cost-effective fundraising methods

Be accountable

Respond quickly to questions and complaints

Publish annual reports

Update paper work

Express gratitude

Deterrents to Fundraising

o Lack of patience

o Insufficient planning

o Poor communication

o Poor networking

o Lack of appeal/credibility

o Lack of long-term planning

Overview of Proposal Writing

Proposal writing in grants mobilization

Understanding donors’ requirements

Proposal formats

Project development and proposal Writing

Components of a Project Proposal

Project Rationale

Project Background

Needs Assessment including target population

Project Justification

Project Overview

Project Goal and Objectives

Project Beneficiaries

Critical Assumptions

Project Strategies

Budget Development

Detailed budget

Cost Sharing 

Summary budget

Organization Capacity

Organization profile

Organization Capacity

Relevant experience

Submitting the Proposal

Funding agency forms

Packaging, politicking and refunding

Submission, traditional and online

Tips for final checks

Proposal Review

Proposal review criteria

Proposal review process

Grant agreement

Proposal writing Best practices

Common mistakes during proposal and report writing

Tips for successful proposal writing

Case studies of successful proposals

Training Approach

This course will be delivered by our skilled trainers who have vast knowledge and experience as expert professionals in the fields. The course is taught in English and through a mix of theory, practical activities, group discussion and case studies. Course manuals and additional training materials will be provided to the participants upon completion of the training.

Tailor-Made Course

This course can also be tailor-made to meet organization requirement. For further inquiries, please contact us on: Email: training@upskilldevelopment.com Tel: +254 721 331 808.

Training Venue 

The training will be held at our Upskill Training Centre. We also offer training for a group (at a discount of 10% to 50%) at requested location all over the world. The course fee covers the course tuition, training materials, two break refreshments, and buffet lunch.

Visa application, travel expenses, airport transfers, dinners, accommodation, insurance, and other personal expenses are catered by the participant.

Certification

Participants will be issued with Upskill certificate upon completion of this course.