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MANAGING MONEY Management Toolbox The National Democratic Institute MANAGING MONEY Management Toolbox The National Democratic Institute

ICEBREAKER/INTRO/ GROUND RULES • Intro • Ground rules • Ice breaker exercise ICEBREAKER/INTRO/ GROUND RULES • Intro • Ground rules • Ice breaker exercise

MANAGING MONEY OBJECTIVES • Understand the components and value of a finance plan • MANAGING MONEY OBJECTIVES • Understand the components and value of a finance plan • Grasp practical tips for creating and managing a budget

TOPICS • Finance Plan Ø Why write one Ø Steps to writing one Ø TOPICS • Finance Plan Ø Why write one Ø Steps to writing one Ø Keys to success • Budget Ø Why make one Ø Creating a budget Ø Keys to success

KEY TERMS • • Finance plan Budget Donor groups Solicit Photo: hamioui KEY TERMS • • Finance plan Budget Donor groups Solicit Photo: hamioui

WHY WRITE A FINANCE PLAN? • A finance plan tells you: Ø How much WHY WRITE A FINANCE PLAN? • A finance plan tells you: Ø How much you will raise Ø Where the money comes from Ø Why they will give Ø How you will raise the money Ø When the money will come in Ø Resources needed

WHAT DOES A FINANCE PLAN LOOK LIKE? • • Projected income by donor group WHAT DOES A FINANCE PLAN LOOK LIKE? • • Projected income by donor group List of targeted donors Projected income by fundraising tool Fundraising expenses Cash flow Message to donor groups Schedule of activities

PARTS OF A FINANCE PLAN • • • Quarterly goals Revenue strategy Timeline Donor PARTS OF A FINANCE PLAN • • • Quarterly goals Revenue strategy Timeline Donor cultivation strategy Research strategy Re-solicitation strategy

QUARTERLY GOALS • • 1 st Q 20 -25% 2 nd Q 10 -15% QUARTERLY GOALS • • 1 st Q 20 -25% 2 nd Q 10 -15% 3 rd Q 10 -15% 4 th Q 45 -55%

REVENUE STRATEGY • • Call time Meetings Volunteer raisers Direct mail Events Online asks REVENUE STRATEGY • • Call time Meetings Volunteer raisers Direct mail Events Online asks Grant applications Photo: Earth. Energy Alliance

TIMELINE • • Call time per week/month/quarter Events Direct mail and email solicitation Legal TIMELINE • • Call time per week/month/quarter Events Direct mail and email solicitation Legal deadlines

DONOR CULTIVATION • Who will donate and why? • Circles of benefit Candidate Personal DONOR CULTIVATION • Who will donate and why? • Circles of benefit Candidate Personal VIAB I LITY TIME Ideology Ax- to Grind Ax to Grind Power

RESEARCH Photo: IRRI Images RESEARCH Photo: IRRI Images

RESOLICITATION • Do I have to ask again? • When can I ask again? RESOLICITATION • Do I have to ask again? • When can I ask again? • How do I ask again? All donors should be asked to make another contribution!

KEYS TO A SUCCESSFUL FINANCE PLAN Ø Ø Ø Be fluid Finance plan as KEYS TO A SUCCESSFUL FINANCE PLAN Ø Ø Ø Be fluid Finance plan as a floor Set a goal Constantly adjust the plan Evaluate pitches and scripts Involve more people

EXERCISE: FINANCE PLAN OUTLINE Candidate Analysis Donor Research Campaign Analysis Campaign Calendar Donor Groups EXERCISE: FINANCE PLAN OUTLINE Candidate Analysis Donor Research Campaign Analysis Campaign Calendar Donor Groups Projecting Income

WHY WRITE A BUDGET? • Spend smart • Stay on track • Establish credibility WHY WRITE A BUDGET? • Spend smart • Stay on track • Establish credibility • Manage through a crisis

PREPARING A BUDGET 1. Gather necessary resources: Ø Campaign plan Ø Fundraising assessment Ø PREPARING A BUDGET 1. Gather necessary resources: Ø Campaign plan Ø Fundraising assessment Ø Calendar Ø Management tools Ø Budget categories Ø Estimated costs

PREPARING A BUDGET 2. Plan for contingencies 3. Get buy-in from key players PREPARING A BUDGET 2. Plan for contingencies 3. Get buy-in from key players

KEYS TO A SUCCESSFUL BUDGET KEYS TO A SUCCESSFUL BUDGET

EXERCISE: BUDGETING Photo: Nemo (Pixabay) EXERCISE: BUDGETING Photo: Nemo (Pixabay)

CONCLUSION • Finance plan tells you where/when funds are coming into your campaign • CONCLUSION • Finance plan tells you where/when funds are coming into your campaign • Budget tells you what funds you have, what expenses you have and what you expect to spend Ø Questions? Ø Feedback?