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Funds & Resources - Developing skills for planning resource mobilisation work (part 2)
Activity 2.6. Aim: To develop a resource mobilisation action plan by matching the NGO’s resource gaps with potential resource provides
Introduction
Once an NGO/CBO has identified their resource mobilisation gaps in relation to their mission, goals and objectives (see Activity 2.3C), an NGO/CBO needs to identify which resource providers could potentially fill these gaps.
This process will also help the NGOs/CBOs identify which resource gaps will be the hardest to fill. This will help the NGOs/CBOs to prioritise their resource mobilisation work in their action plan.
Activity 2.6A: Matching your resource gaps with potential resource providers
Instructions
Timing: 1 hour
1 Explain the activity to the participants. Explain that this activity builds on Activity 2.3C and make sure their work from 2.3C is available.
2 Divide the participants into groups by NGO/CBO.
3 Ask the NGOs/CBOs to take the resource gaps identified in Activity 2.3C, write them on pieces of paper and place them in a column on the ground or flip-chart paper.
4 Ask each NGO/CBO to use their individual maps and research table from Activity 2.5C to help them identify potential resource providers that could help fill the resource gaps. Ask the NGOs/CBOs to write the names of these resource providers on pieces of paper and place them next to the relevant resource gaps. Ask them to write on pieces of paper which resource mobilisation mechanism(s) will be used to access the resources from each of the identified providers. One resource provider can be identified to fill more than one gap.
5 Ask some of the groups to present their work and make sure that all of the NGOs have completed the activity correctly.
6 Once completed, ask the participants reflect on whether the resource gaps are in priority order, i.e., consider whether some gaps are more urgent to fill than others. Less important gaps may become more of a priority if it is clear that more work will need to be done to fill the gap.
7 Ask some groups to present their work and facilitate a discussion based on the following questions:
- Was it difficult to identify potential resource providers for some of the resource gaps? How will this affect your resource mobilisation work? How can this be addressed?
- Have you identified the same resource providers to address many of the gaps? Do you think this will create a problem?
- To what extent should we question what we have planned to do as an organisation if we cannot find resource providers willing to support our work?
“The exercise of linking resources to gaps was very realistic, very concrete, it made you consider everything you need within the organisation.
Comment made by a participant during a resource mobilisation workshop held in Quito, Ecuador, May 2001.
Example of Activity 2.6A
By Community Health and Development Inc. (ComDev), an NGO based the Philippines
RESOURCE GAPS … POTENTIAL RESOURCE PROVIDERS
Mission: ComDev is committed to promote and provide total and quality health care, especially for mothers and their children in General Santos City and nearby cities and provinces. As a vehicle for social progress, it values the relationship of the environment to human development as well as the need for institutional sustainability.
Resource Gaps (for the Mission – see above)
- Money (admin overheads)
- Staff (salary)
- Technical assistance
Potential resource providers: PHANSuP (write proposal); City government (lobby for budget allocation, write proposal); Affiliated clinics (fees, service packages)
Resource Gaps (for Goal 2: To reduce the incidence of STI/HIV/AIDS in the areas of coverage of ComDev...)
- Money
- Staff (salary)
- Technical assistance
Potential resource providers: PHANSuP (write proposal – for admin & overhead costs) City government (allocation for equipment, etc.) UNAIDS (establish collaboration for technical assistance needs)
Resource Gaps (for Objective 1: To reduce the incidence of STI/HIV/AIDS in the areas of coverage of ComDev...)
- Project co-ordinator (salary)
- Training
- Funds for activity
Potential resource providers: PHANSuP (write proposal – for admin & overhead costs) Rotary club (collaboration – incentive scheme for peer educators & counsellors) City Health Office (technical assistance through partnership)
Resource Gaps (for Objective 2: To establish within one year a youth centre in General Santos City)
- Project co-ordinator (salary)
- Youth centre building/space
- Funds for activity
- Equipment
- Information education, communication (IEC) materials
Potential resource providers: PHANSuP (write proposal – for activities costs) City government (negotiate for a space for the youth centre) Academe (offer service packages i.e., training, etc.)
Resource Gaps (for Objective 3: To strengthen the educational, confidential counselling & service delivery components of Men’s Reproductive Health Clinic in General Santos City)
- Salaries (staff)
- Instruments
- Equipment
- IEC materials
- Training
Potential resource providers: PHANSuP (write proposal – for activities costs) City government (write letter request for equipment) UNAIDS (technical assistance through collaboration)
Reference: Adapted from a resource mobilisation skills-building workshop held in Ceurnavaca, Mexico, January 2001.
Activity 2.6B: Creating a resource mobilisation action plan
Instructions
Timing: 1 hour 30 minutes
1 Explain the aim of the activity to the participants.
2 Provide each NGO/CBO group with a blank copy of the resource mobilisation action plan format (see Handouts section at the end of Section 2). Make sure that flip-chart paper and pens are available for them to make a big version of the action plan.
3 Explain the table to the participants using the Example, making it clear that the first column refers to the resource gaps identified in Activity 2.3C.
4 Divide the participants into groups by NGO/CBO.
5 Ask the participants to develop the table for their own NGO/CBO.
6 Ask a few of the groups to present their work.
7 Facilitate a discussion based on the following kinds of questions:
- Which of the resource gaps need to be addressed most urgently? Is this reflected in the order of the action plan? What are the pros and cons of reordering the plan so that the most urgent gap is at the top? How else can the priority be shown in the action plan?
- Should resource mobilisation action plans be changed over time according to the availability of resources? Why?
- Should the organisational resource mobilisation action plan change if the organisation reviews and changes its strategic plan?
- How can you ensure that a resource mobilisation action plan is integrated into an organisational workplan? What process will need to be followed to make this happen?
- Who should be involved in resource mobilisation work?
8 Explain to the participants that ideally they should redevelop their action plans after the workshop with the involvement of their colleagues.
Facilitators’ notes
- It will be necessary for participants to undertake Activity 2.6B with colleagues after the workshop to gain a more comprehensive NGO/CBO viewpoint. Each resource provider will need to be researched before a real action plan can be developed.
- Allow the participants to decide if they would like to reorder their action plan to reflect the priority of the tasks to be undertaken. Explain how this could be done.
- IMPORTANT: Practical considerations around resource cycles and opportunities to meet resource providers will impact on the order of items within the resource mobilisation action plan if it is time, rather than priority, ordered.
- If appropriate, it is possible to ask the participants to add information to the output for Activity 2.6A rather than draw out the action plan format and fill it in.
Example of Activity 2.6B: By UNASSE, an NGO from Yucatan, in Mexico
PRIORITY-BASED RESOURCE MOBILISATION ACTION PLAN
Strategic plan resource gaps are listed down the side, with the following headings, across the top:
Specific resources needed to address the gap
Resource provider to be researched and/or contacted
What resource mobilisation mechanism will be used
Deadline for getting the resources
Budget needed for resource mobilisation work
Person responsible for resource mobilisation work
EXAMPLE:
Resource gap 1- Raise awareness of HIV transmission routes among young people
Specific resources needed to address the gap: US$5,000 to do an education campaign in schools
Resource provider(s) to be researched and/or contacted: Ministry of Education, Ministry of Health, Parents and Teachers Association
What resource mobilisation mechanism will be used // Deadline for getting the resources // Budget needed for resource mobilisation work // Person responsible for resource mobilisation work:
Mechanism (activity) 1 Collect money in schools from pupils, staff and parents // August 2001 // $50 // Consuela
Mechanism (activity) 2 Meet and write proposals for Ministry of Education and Ministry of Health // August 2001 // None // Consuela
Specific resources needed to address the gap: Free venue for a Scouts and Girl Guides life skills training workshop
Resource provider(s) to be researched and/or contacted: District Council
What resource mobilisation mechanism will be used // Deadline for getting the resources // Budget needed for resource mobilisation work // Person responsible for resource mobilisation work:
Organise meeting and request free use of Council Hall // June 2001 // None // Consuela
Reference: Adapted from a resource mobilisation skills-building workshop held in Ceurnavaca, Mexico, January 2001.
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Source: Raising Funds and Mobilising Resources
This is an extract from Raising funds and mobilising resources for HIV/AIDS work: a toolkit to support NGOs & CBOs, published by the International HIV/AIDS Alliance in June 2002.
To view the whole toolkit follow this link.
To download this section, complete with graphics, in pdf format (which requires Adobe Acrobat software to read it) follow this link (file size 850kb)