Meta Fund Raising - Revision history

Kathey at 23:00, 4 June 2009

2009-06-04T23:00:32Z

Kathey at 21:19, 3 June 2009

2009-06-03T21:19:58Z

Kathey at 16:53, 29 May 2009

2009-05-29T16:53:59Z

Renee: /* Meta Fund Raising (and Resource Wrangling?) */

2009-05-22T17:53:16Z

Meta Fund Raising (and Resource Wrangling?)

Renee: /* Fund Raising Process */

2009-05-22T17:48:05Z

Fund Raising Process

Renee at 17:47, 22 May 2009

2009-05-22T17:47:14Z

Matteo: donations

2009-05-07T16:23:09Z

donations

Kathey at 01:20, 7 May 2009

2009-05-07T01:20:11Z

Kathey: focus on funds and other "resources" in a broader sense than merely "grants"

2009-05-07T01:15:10Z

focus on funds and other "resources" in a broader sense than merely "grants"

Matteo: /* What should the fund raising process be like */ - ==

2009-05-06T17:53:34Z

What should the fund raising process be like: - ==

← Older revision		Revision as of 23:00, 4 June 2009
Line 164:		Line 164:

	[[Category:Fundraising]]		[[Category:Fundraising]]
		+	[[Category:Long Term Planning]]

← Older revision		Revision as of 21:19, 3 June 2009
Line 162:		Line 162:
	* [[Vision Statement]]		* [[Vision Statement]]
	* [[Organizational Analysis and Strategy by Ian Clendening]]		* [[Organizational Analysis and Strategy by Ian Clendening]]
		+
		+	[[Category:Fundraising]]

@@ Line 22: / Line 22: @@
 ;A formally recognized process for fund-raising should be a working part of strategic planning.
-:FMP needs to show where long term planning fits in.
+:A funding Meta Process needs to show where long term planning fits in.
 :For example: Which planning documents best represent the current consensus of long range thinking?
-:+Long Range Planning category on the wiki
+:+Long Range Planning category on the wiki [[Long Term Planning]]
-:+Vision Statement for 2010
+:+Vision Statement for 2010 [[Vision Statement]]
-:FMP must also show how it uses those documents.
+:A funding Meta Process must also show how it uses those documents.
 ;A formally recognized process for fund-raising should prevent losing accomplished work when a volunteer or staff person leaves a project
@@ Line 144: / Line 144: @@
 ==ADD MORE PAGES SUPPORTING FUNDRAISING FOR FREEGEEK!==
-You probably know of more wiki pages that are crucial for understanding fund raising at FreeGeek. Add them in! Or maybe some of these shouldn't be there. Edit them out! Here's what we found in a random search:
 * [[Expansionist Free Geek]]
@@ Line 157: / Line 162: @@
 * [[Vision Statement]]
 * [[Organizational Analysis and Strategy by Ian Clendening]]

@@ Line 10: / Line 10: @@
 :Q: What should-be the big picture around funding and at Free Geek?
 :Q: What does a fund raising process need to achieve?
 :Q: What are funds? Is this more "resource wrangling" than grant writing?
 == What should the fund raising process look like? ==

← Older revision		Revision as of 17:48, 22 May 2009
Line 13:		Line 13:


−	~~==Fund Raising Process==~~

−	~~<graphviz>~~
−	~~digraph{~~
−	~~rankdir=LR;~~
−
−	~~node [fontname="Helvetica", fontsize="11"]~~
−	~~edge [fontname="Helvetica"]~~
−
−	~~evaluation -> longterm [arrowhead="none",style="bold"]~~
−	~~evaluation -> gathering [arrowhead="none",style="bold"]~~
−
−	~~gathering -> timeline [color="blue", arrowhead="none", style="solid"]~~
−	~~gathering -> longterm [color="blue", arrowhead="none", style="solid"]~~
−	~~grants -> gathering [color="blue", arrowhead="none", style="solid"]~~
−	~~donations -> gathering [color="blue", arrowhead="none", style="solid"]~~
−
−	~~subgraph cluster_0 {~~
−	~~style ="solid"~~
−	~~label = " " [fontname="Helvetica"];~~
−
−	~~gathering [label="Information gathering\nand sorting", shape="box", style="rounded,bold"]~~
−	~~grantchecklist [label="Fill out Checklist"]~~
−	~~grantcat [label="Categorizing Characteristics"]~~
−	~~grantkind [label="What kind of\nGrant is it?"]~~
−	~~people [label="people", shape="box"]~~
−	~~currentproject [label="Current Project", shape="box"]~~
−	~~newproject [label="New Project", shape="box"]~~
−	~~longtermgoal [label="Long Term Goal", shape="box"]~~
−
−	~~gathering -> grantchecklist [arrowhead="none", style="invis"]~~
−	~~gathering -> grantcat [arrowhead="none", style="invis"]~~
−	~~gathering -> grantkind [arrowhead="none", style="invis"]~~
−	~~grantkind -> currentproject~~
−	~~grantkind -> newproject~~
−	~~grantkind -> longtermgoal~~
−	~~grantkind -> people~~
−	}
−	~~subgraph cluster_1 {~~
−	~~style ="solid"~~
−	~~label = "Development" [fontname="Helvetica"];~~
−
−	~~evaluation [label="Relationship Development\n& Fundraising Balance Evaluation", shape="box", style="rounded,bold"]~~
−	~~threetofive [label="3 - 5 year plan", shape="box"]~~
−	~~vision [label="Vision Statement", shape="box"]~~
−	~~longterm [label="Long Term\nPlanning Process", shape="box", style="rounded,bold"]~~
−	~~informcouncle [label="Inform councle\nabout opertunities\nand progress"]~~
−	~~dowewantit [label="do we want to pursue\nthis grant or strategy?"]~~
−
−	~~threetofive -> longterm [arrowhead="none"]~~
−	~~vision -> longterm [arrowhead="none"]~~
−	~~longterm -> dowewantit [arrowhead="none", style="invis"]~~
−	~~longterm -> informcouncle [arrowhead="none", style="invis"]~~
−	~~longterm -> dowewantit [arrowhead="none", style="invis"]~~
−	}
−
−	~~subgraph cluster_2 {~~
−	~~style ="solid"~~
−
−	~~timeline [label="Timelines", shape="box", style="rounded,bold"]~~
−	~~timeline_rfp [label="Rfp -> proposal -> accept?"]~~
−	~~timeline_com [label="Communication tracking"]~~
−	~~timeline_rep [label="Reporting cycles"]~~
−	~~timeline_grand [label="Current Plan Timeline"]~~
−
−	~~timeline -> timeline_rfp [arrowhead="none", style="invis"]~~
−	~~timeline -> timeline_com [arrowhead="none", style="invis"]~~
−	~~timeline -> timeline_rep [arrowhead="none", style="invis"]~~
−	~~timeline -> timeline_grand [arrowhead="none", style="invis"]~~
−	}
−
−	~~subgraph cluster_3 {~~
−	~~style ="solid"~~
−	~~label = "Funding Opportunities" [fontname="Helvetica"];~~
−
−	~~grants [label="Grants", shape="box", style="rounded,bold"]~~
−	~~donations [label="Donations", shape="box", style="rounded,bold"]~~
−	~~searching [label="Anonymous searching"]~~
−	~~outside [label="Granters comeing to us"]~~
−	~~random [label="Random Referals"]~~
−
−	~~grants -> searching [arrowhead="none", style="invis"]~~
−	~~grants -> outside [arrowhead="none", style="invis"]~~
−	~~grants -> random [arrowhead="none", style="invis"]~~
−
−	}
−
−
−	}
−	~~</graphviz>~~

	== What should the fund raising process look like? ==		== What should the fund raising process look like? ==

@@ Line 142: / Line 142: @@
 :proposal1: each resource development project gets a ticket?
 :proposal2: RT tickets are projects with owners, for example, creating a triage format is a project. It has a “wrangler” or owner. Another task-project is keeping the grant opportunities list up to date.
 ==ADD MORE PAGES SUPPORTING FUNDRAISING FOR FREEGEEK!==

@@ Line 28: / Line 28: @@
 gathering -> longterm [color="blue", arrowhead="none", style="solid"]
 grants -> gathering [color="blue", arrowhead="none", style="solid"]
 subgraph cluster_0 {
@@ Line 88: / Line 89: @@
        grants [label="Grants", shape="box", style="rounded,bold"]
        searching [label="Anonymous searching"]
        outside [label="Granters comeing to us"]

@@ Line 1: / Line 1: @@
 == Meta Fund Raising (and Resource Wrangling?)==
@@ Line 142: / Line 141: @@
 :proposal2: RT tickets are projects with owners, for example, creating a triage format is a project. It has a “wrangler” or owner. Another task-project is keeping the grant opportunities list up to date.
-==PAGES SUPPORTING FUNDRAISING FOR FREEGEEK==
+==ADD MORE PAGES SUPPORTING FUNDRAISING FOR FREEGEEK!==
 * [[Expansionist Free Geek]]
 * [[Education Coordinator Grant Proposal]]

@@ Line 1: / Line 1: @@
 ''INTRODUCTION TO FREEGEEK FUNDING META PROCESS (FMP)''
-In the beginning there was fund raising, and it was good. Now we have a fund raising working group, and the group is giving birth to itself as a fully integrated part of the larger Free Geek operation in Portland, and then beyond Portland. When there is birth, there are questions like “Why am I here?” “What is my purpose?” “How should I be day to day?” “How will I affect others around me, and those who come after me?”
+In the beginning there was fund raising, and it was good. Now we have a fund raising working group, and the group is giving birth to itself as an integrated part of the larger Free Geek operation. When there is birth, there are questions like “Why am I here?” “What is my purpose?” “How should I be day to day?” “How will I affect others around me, and those who come after me?”
 On this page, the fund raising working group is addressing the questions:
-:Q: What should-be the big picture around funding at Free Geek?
+:Q: What should-be the big picture around funding and at Free Geek?
 :Q: What does a fund raising process need to achieve?
 ==Fund Raising Process==
@@ Line 97: / Line 103: @@
 </graphviz>
-== What should the fund raising process be like ==
+== What should the fund raising process look like? ==
-;The fund raising process should include a formally recognized process for establishing formal agreement that pursuing a particular grant is a Free Geek priority.
+;The fund raising process should include a formally recognized process for establishing formal agreement that pursuing a particular resource is a Free Geek priority.
 :(from random referrals to council approval)
-;The FRP should be easy, so good projects don't get unnecessarily bogged down.
+;A formally recognized process for fund-raising should include a strong coordination function, that is, it must keep others in the loop, other FG people, working groups, and other organizations.
-;The FRP should provide guidance for plugging people into tasks that both fit their interests, and the needs of FreeGeek as a whole.
+;A formally recognized process for fund-raising should be a working part of strategic planning.
-;The FRP should provide guidance for sorting through “great opportunities” to separate the “wheat from the chaff.”
+;A formally recognized process for fund-raising should prevent losing accomplished work when a volunteer or staff person leaves a project
-:(see grant-writing triage)
+:(Question: How to do this simply? RT, open wikis, secure wikis and more?)
-;The FMP should provide guidance on prioritizing staff and volunteer time in real time.
+;The formally recognized process for fund-raising should be easy, so good projects don't get unnecessarily bogged down.
-;The FMP should provide records about contacts with funders and other organizations related to specific grants.
+;The formally recognized process for fund-raising should provide guidance for plugging people into tasks that fit both their interests, and the needs of FreeGeek as a whole.
-;The FRP should provide actual time-lines for a particular grant.
+;The formally recognized process for fund-raising should provide guidance for sorting through “great opportunities” to separate the “wheat from the chaff.”
-:(which is a mixture of RT and wiki documentation).
+:(see [[Grant Writing Triage]])
-;The FRP should include a strong coordination function, that is, it must keep others in the loop, other FG people, working groups, and other organizations.
+;The formally recognized process for fund-raising should provide guidance on prioritizing staff and volunteer time in real time.
-:Example1: coordinating with budget writers; Bean Counters so their documents are available and make fund raising easy.
+:Remember that almost every step in a fund raising process is reiterative. That is, each circle of activity loops around over and over. Establishing priorities <---> finding resource opportunities, like requests for grant proposals, or new recycling income streams among others <---> researching new relationships, arranging collaborations, and finally writing formal proposals <---> tracking proposal processes <---> keeping funders informed with newsletters and informal meetings, or at least filling out reports <---> generating new resource options, and like that...
-;The FRP should be a working part of strategic planning.
+;The formally recognized process for fund-raising should provide records about contacts with funders and other organizations related to specific grants.
-:FMP needs to show where long term planning fits in.
+:(For example, we need to know when we first heard about or made contact with a funder, then when recommendations are followed and promises are made.)
-;The FRP should prevent losing accomplished work when a volunteer or staff person leaves a project
+;The formally recognized process for fund-raising should provide actual time-lines for particular efforts.
-:(Question: How to do this simply? RT, open wikis, secure wikis and more?)
+:(This might be a mixture of RT and wiki documentation).
 ==PAGES SUPPORTING FUNDRAISING FOR FREEGEEK==