MANAGING NON-PROFIT ORGANISATIONS
MANAGING NON-PROFIT ORGANISATIONS
FIRST REPORT REQUIREMENTS – 2016
Your first report should comply with the following requirements:
PRESENTATIONAL REQUIREMENTS
Cover sheet with name, student number, name of focus and comparator organisations
Statement of Originality
Ariel 11 or 12 point, double spacing
No Appendices
5 pages + references
You can delete unnecessary instructions/details on these pages when you present your answers, to give yourself more space.
CONTENT REQUIREMENTS
The report should show the following elements
Max no of pages Mark allocation
Week 2 fundraising task
1 20
Week 3 finance task
1 20
Week 4 campaigning task
1 20
Week 5 HR task 1 20
Outline of 2 chosen management issues 1 20
List of references in Harvard format No limit
TOTAL PAGES AND MARKS 5 pages + references
No appendices
permitted 100
This first report counts 40% of your total module mark (the mark out of 100 will be converted later to a mark out of 40). The final report will count 60% of your total module mark.
WEEK TWO FUNDRAISING TASKS – U58027 – 2016
(1) For your focus organisation collect as much of the following information as you can find. Your sources should include the organisation’s published Accounts and Trustees’ Annual Reports.
Name of Organisation:
Yr 1
££ Yr 2
££ Yr 3
££ Yr 4
££ Yr 5
££
Voluntary income
Voluntary Expenditure
Income from charitable activities
Expenditure on charitable activities
Income from trading activities
Expenditure on trading activities
Year 1:= most recently available accounting year. State what this is and amend the Yr 1/2/3/4/5 headings accordingly
If your focus organisation does not have one of the income types noted above, then leave out that section.
Hint: make sure you are reading the amounts correctly so that you don’t show £5,000 when you mean £5m.
(2) Voluntary Income Detail (if appropriate and available)
List top 4 sources of voluntary income e.g. individual donations, corporate donations Yr 1
££ Yr 2
££ Yr 3
££ Yr 4
££ Yr 5
££
(3) Fundraising challenges, problems or priorities
Identify any fundraising challenges, problems or priorities which are highlighted by the above figures and/or in Trustee Annual Reports and in the notes to the Financial Accounts.
Page count: 1 page. Delete unnecessary detail on these forms if you need to create more space.
Mark allocation: 20 marks.
Please note: half the marks will be allocated to the data in tables that you present, and the other half to your comments and interpretation of their significance.
WEEK 3 FINANCE TASK – U58027 – 2016
(1) For your focus organisation, refer to their Financial Accounts and show the following information:
Yr 1
££ Yr 2
££ Yr 3
££ Yr 4
££ Yr 5
££
Total income from all sources
Total expenditure of all kinds
Total Funds to carry forward
Unrestricted Funds to carry forward
• Year 1 = data from most recently available accounting year. State what this is and amend the Yr 1/2/3/4/5 headings accordingly
(2) Using the worked examples of ratio analysis we have covered in class, calculate the following for your focus organisation:
Yr 1 Yr 2 Yr 3 Yr 4 Yr 5
Voluntary income margin
Trading income margin
Charitable activity deficit
• If your focus organisation does not have one of the income types noted above, then leave out that section
(3) Now comment on the margins and the deficits in question two, to show your understanding of what the terms mean and what the figure indicate e.g. comment on trends over time and how significant you think they are.
Page count: 1 page. Delete unnecessary detail on these forms if you need to create more space.
Mark allocation: 20 marks.
Please note: half the marks will be allocated to the data in tables that you present, and the other half to your comments and interpretation of their significance.
WEEK 4 CAMPAIGNING TASK – U58027 – 2016
The task
Identify recent , cause-based, advocacy campaigns run by your focus organisation. Choose one of them and evaluate its strengths and weaknesses in terms of the criteria below.
Make sure to state the name of the campaign you are evaluating, and provide a specific URL to where you found information about it on your focus organisation’s website.
Use the campaigning materials and examples presented in week 4 as a guide to help you with these tasks.
Restrictions
1. The campaign should not be a fundraising campaign.
Criteria to be used in your evaluation
1. Is the campaign consistent with the organisation’s aims ?
2. Is the injustice clear and is it clear what changes the campaign seeks?
3. Is there evidence of clear campaign objectives and targets (individuals and/or organisations), and evidence that a power and influence map was drawn up?
4. Does the organisation seem to be bringing sufficient resources to the campaign? Think in terms of supporters, donors, reputation from previous campaigns etc. Think of technology/online resources too.
5. What are the tactics being used – are they realistic, innovative, and do they make good use of technology?
Page count: 1 page for this campaigning task. Make sure to cover all the criteria outlined above.
Mark Allocation: 20 marks
WEEK 5 – HR TASK – U58027 – 2016
The Tasks
1) Based on the Trustee Annual Reports for your focus organisation, provide as much of the following data as you can:
Yr 1
Yr 2
Yr 3
Yr 4
Yr 5
Number of paid staff
Number of unpaid volunteers
Total staff costs (if available)
No of staff paid above £100,000 pa (or however the organisation shows its top staff)
Note: as with the finance and fundraising tasks, Yr 1 is the most recent year for which information is available. Then work backwards to Yr 5.
2) Then identify any trends in the above data and why they might be significant.
3) Finally, based on the material available on the website and in the Annual Reports of your focus organisation, present a brief evaluation of the strengths and weaknesses of its:
3.1 Approach to the recruitment, training, support and recognition of volunteers
3.2 Approach to attracting and retaining paid staff
Note: if they don’t seem to do much in these areas, identify the implications of their inactivity and relate this to relevant literature.
Page count for this task: 1 page
Mark allocation: 20 marks
OUTLINE OF TWO MANAGEMENT ISSUES YOU PLAN TO STUDY IN MORE DEPTH IN THE FINAL REPORT – U58027 – 2016
The final part of your first report is to explain, with evidence, two of the management issues facing your focus organisation that you plan to analyse in more depth in the final report. One or more of these issues could of course be drawn from analysis already undertaken for this report. (You will be able to change your mind and analyse other issues if you decide later in the module this would be a good idea).
What do we mean by Management Issues ?
Other words for “issues” are “problems” or “challenges” or “dilemmas”. They can also be understood as “questions that need to be addressed if the organisation is to survive or thrive”.
How do you identify such issues ?
There is no single, correct way to identify issues but broadly speaking they might be found in two ways:
1. Through analysing material (reports, data etc) produced by or written directly about an organisation, in which you or another author are able to identify a specific issue or challenge.
2. Through conducting a wider environmental or competitor analysis or SWOT, you identify factors which are likely to impact on the organisation but which they or others might not have yet identified. But if you identify issues in this way, make sure they are then directly linked to the focus organisation and not so “generic” that they could apply to all organisations equally.
The importance of evidence to support your choice
However you identify your chosen issues, you need to show specific evidence (including references beyond the organisation’s own materials) for why you think an issue will have an impact on your focus organisation.
Page count for this task: 1 page
Mark Allocation: 20 marks
U58027 MANAGING NON-PROFIT ORGANISATIONS
FIRST REPORT FEEDBACK FORM – 2016
STUDENT NAME:
Fundraising Task
Evidence of effective secondary research on the organisations (criterion 3)
Critical reasoning/analysis (criteria 4 and 5)
Mark
/10 for data
+
/10 for analysis
= /20
Finance Task
Evidence of effective secondary research on the organisations (criterion 3)
Critical reasoning/analysis (criteria 4 and 5)
/10 for data + /10 for analysis = /20
Campaigning Task
Use of literature/module concepts/evidence of reading (criterion 3)
Critical reasoning/analysis (criteria 4 and 5)
/20
HR Task
Evidence of effective secondary research on the organisations (criterion 3)
Critical reasoning/analysis (criteria 4 and 5)
/10 for data + /10 for analysis = /20
Management Issues
Use of literature/module concepts/evidence of reading (criterion 3)
Critical reasoning/analysis (criteria 4 and 5)
/20
Presentation, referencing, overall comments (if any)
Presentation and clarity of expression (criterion 1)
Referencing (criterion 2)
_______________________________________________________________
First marker name and signature:
Moderator Comments and signature (where applicable):
No specific marks
Date:
Total mark /100
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