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Module IV - B1
Building Resources

Major Sections

I. Introduction II. Brainstorm: Types of Resources
III. Exercise: Resource Building IV. Brainstorm/Discussion: Resource-Building Guidelines
V. Lecture: Proposal Writing VI. Closing
Day and Time Purpose
Learning Objectives Equipment, Materials, and Supplies
Materials in Participant Manuals Room Setup
Predelivery Preparation Trainer Resources

Day and Time

Day 4, Thursday, 9:30 a.m.-11:00 a.m. (1.5 hours)

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Purpose

The purpose of this workshop is to provide a forum for participants to discuss fund-raising and resource-development strategies and approaches.

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Learning Objectives

Participants will be able to:

  1. Describe the major resource categories their partnership can consider in carrying out fund-raising and resource-building activities.

  2. Develop strategies for building resources.

  3. Suggest resource-building ideas for inclusion in their team's action plan.
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Equipment, Material, and Supplies Needed

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Materials in Participant Manuals

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Room Setup

The room setup should allow a number of small groups to work together simultaneously without distracting one another. One round table for each group is ideal. If necessary, make provisions for persons to gather together at the back or sides of the room or in breakout rooms.

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Predelivery Preparation

None.

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Trainer Resources

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I. Introduction (Opening, 5 min.)

Directions

A. Explain purpose of the workshop.

B. Explain objectives of the workshop.

C. Define resources.

Content Points
  1. Resources are anything that helps an organization or a partnership meet its goals.

  2. There are short- and long-term resources. Each can be used effectively by the partnership.

  3. Although fund raising is part of building resources, resources are not always financial. Obtaining human resources is an important part of resource building. They can include volunteers and loaned executives.
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II. Brainstorm: Types of Resources (10 min.)

Directions

A. Ask the group to brainstorm types of resources.

B. Write the responses on newsprint.

C. Combine similar responses into a few categories.

D. The list will probably include the following categories:

  1. Foundations

  2. Corporations

  3. Civic/service organizations (Elks, Lions)

  4. Local/Federal/State agencies

  5. In-kind contributions

  6. Human resources

  7. Grassroots fund raising
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III. Exercise: Resource Building (Small Group Exercise, 50 min.)

Directions

A. Set up the exercise (5 minutes).

  1. Divide participants into small groups.

  2. Ask each group to select a category from the consolidated list generated in the brainstorm.

  3. Have each group recommend suggestions on the following topics for the resource category they have selected. If time is short, just assign one or two tasks.

    1. How to ask for help;

    2. Whom to ask;

    3. What to ask for; and

    4. Innovative approaches to obtaining and using this resource.

B. Run the exercise (20 minutes).

  1. Have each group appoint someone to record the ideas and report them to the large group.

  2. Circulate among the groups to answer questions.

C. Facilitate a discussion by the large group (25 minutes).

  1. Groups report their ideas for their resource category.

  2. Give the large group a few minutes to react to each report, if time and permits.
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IV. Brainstorm/Discussion: Resource-Building Guidelines (10 min.)

Directions

A. Give the group some examples of successful resource-building guidelines. For example:

  1. "Tell donors exactly what their dollars will buy."

  2. "Provide evidence that the community wants your program."

B. Ask the group to brainstorm their own guidelines or principles for resource building or fund raising.

C. Have a participant or co-trainer write the responses on newsprint while you direct the brainstorm.

Trainer Note: this exercise can also be done in small groups. Ask each to come with 3 important guidelines or principles for resource building. If time is very short, simply give some examples of guidelines in a minilecture and distribute the handout.

D. Refer to HO-1 in Participants Manual. Invite participants to add to it any of the brainstormed responses not included (HO-1: Guidelines for Resource Building).

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V. Lecture: Proposal Writing (Lecture, 10 min.)

Directions (HO-2: Steps in Preproposal Plan)

A. Preproposal Plan (HO-2)

  1. Review the preproposal plan in HO-2.

  2. Explain that while proposal planning as described in HO-2 is mainly directed at obtaining government funding, the steps are also useful for other fund-raising purposes.

B. Proposal Checklist (HO-3)

  1. Review the headings.

  2. Explain the usefulness of the checklist.
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VI. Closing (5 min.)

Directions

A. Review and summarize the major teaching points.

B. Relate the workshop to the major themes of the Institute.

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