During Your Programme
These web pages aim to provide a handy access point for information that you will need during your apprenticeship programme.
On this page:
Your Tutors & Coaches
Explaining the Roles
There are three key roles in the team which will support your apprenticeship. Some members of staff cover more than one of these.
Your coach will meet with you each month to help develop and evidence your skills and behaviours within the workplace. Your line manager will attend part of this session. They will help you gather evidence to demonstrate your overall competency.
Your learner progress adviser will help provide additional support where needed and monitor your progress. You will meet with them, and your line manager, every three months.
Your E-Portfolio: OneFile
We use One File as our e-portfolio system. This is where your assignments will be set, you will submit your work and you will log your off-the-job training.
Your regular reviews will be stored on here as will some resources for your course. You will complete a learning journal, be able to monitor your progress towards your Knowledge, Skills and Behaviours and refer to your workplace training plan.
We will provide you with training on how to use OneFile as well as ongoing support when it is needed. You can access the OneFile support page and book training via the buttons below. Contact laura.maria@jga-group.co.uk if you need more help.
Knowledge, Skills and Behaviours
During your Fundraiser apprenticeship you will learn to demonstrate the following knowledge, skills and behaviours.
- K1: Commercial understanding of the third sector and fundraising environment, such as external and market factors that impact fundraising performance and the role of competitors and collaborators.
- K2: The different types of fundraising methods and how they are used, such as Community, Events, Philanthropy, Major Gifts, Individual Giving, Legacy, Monthly Giving, Foundations, Corporate Fundraising, Gift Aid.
- K3: Regulation, legislation and codes of practice relating to the fundraising environment, such as fundraising regulations, data protection compliance and ethical codes of practice.
- K4: Methodologies to undertake internal and external analysis and evaluation of fundraising products and services, such as cost benefit analysis, statistical evaluation, principles of surveys, stakeholder analysis, STEEPLE, SWOT and ERIC frameworks.
- K5: The elementary Financial principles, such as income streams, cash flow, taxation, budgeting, forecasting, cost control and applying best procurement practice.
- K6: The key components of a ‘Case for Support’, such as organisational aims, creative content to showcase the cause to supporters, impact of the work of the organisation, strategic aims, stakeholders and how these meet the needs of a supporter.
- K7: The key components of a supporter journey, such as reward and recognition, maximising supporter commitment, appropriate communication, understanding donor motivation and tailoring supporter journey accordingly.
- K8: The key components of a Fundraising Plan, such as recording fundraising activities over a period of time, including campaign dates, area marketing and acquisition strategies, impact analysis, evaluation and budgeting.
- K9: Organisational understanding, such as purpose, mission statement, organisational strategy, values, company policies, brand guidelines, volunteering policies, complaints policy, health & safety policy, cash handling, lone working policy.
- K10: Different methods of communication to internal and external stakeholders, such as verbal, non-verbal, building rapport, designing fundraising and marketing materials, digital, mailings and newsletters.
- K11: Importance of accurately recording supporter information on a supporter relationship management system, to help inform fundraising activities and ensure data is compliant.
- K12: The internal and external dependencies that influence the success of fundraising, such as legal, health & safety, finance, operations, volunteers and suppliers.
- K13: How to approach and engage new and existing supporters to ask for both financial and non-financial support.
- K14: The different forms of donor motivation and how they influence the method of fundraising employed, the impact that has on the donor and their continued engagement with the cause.
- K15: How to approach, analyse and address problems.
- K16: Regulation, legislation, codes of practice and policies relating to inclusion, safeguarding and whistle-blowing.
- S1: Uses the most appropriate communication method for the message through the use of good questions and listening techniques.
- S2: Identify and apply pragmatic solutions using a range of methods to maximise value to the organisation.
- S3: Use data management (compliant with data protection regulation) and analysis to produce and present evidence to support, validate and/or review fundraising activity to different stakeholders, such as analysing the effectiveness of a fundraising event.
- S4: Evaluate and make unsupervised decisions quickly based on the current situation or environment.
- S5: Control, monitor and analyse expenditure and/or financial fundraising transactions to maximise spend on the organisation’s charitable cause, including Gift Aid.
- S6: Use a variety of information sources (compliant with data protection regulation) to identify individuals, groups or organisations who can potentially provide effective support for the organisation.
- S7: Plan and prioritise time to ensure fundraising activities are managed well and fundraising potential is maximised.
- S8: Build relationships and identify, engage, sustain and satisfy the on-going needs of supporters and stakeholders by building rapport and trust, and resolve conflicts constructively.
- S9: Identify and apply appropriate technological solutions to improve the effectiveness of processes, procedures and development of fundraising activity
- S10: Demonstrates self-awareness and recognises their own emotions and their impact on self and others.
- S11: Adapt and tailor presentation style and technique to meet the needs of the audience
- S12: Build a diverse network both internally and externally.
- S13: Articulate and communicate the mission, goals and activities of your organisation to influence others to engage with your cause, applying appropriate fundraising techniques such as networking, handling objections, negotiating and making an ask.
- S14: Adapt working style depending on the situation or needs of the other person.
- S15: Identify, evaluate and apply solutions to problems as they arise.
- Resilient and maintains a positive attitude.
- Acts to put the organisation’s cause, and the needs of stakeholders at the centre of their fundraising activity.
- Sources effective solutions, and seeks to continuously improve and develop.
- Reliable and acts with integrity, empathy, honesty and trustworthiness.
- Works collaboratively to deliver fundraising activities.
Completing Your Apprenticeship
End Point Assessment (EPA) is the process at the end of your programme for you to demonstrate to a third party assessor that you have acquired the knowledge, skills and behaviours set out in the apprenticeship standard. This will only happen once yourself, your line manager and Skills Coach have agreed that you are ready.
Safeguarding, Prevent, Welfare & British Values
We are strongly committed to practices that protect your from risk of abuse, neglect or significant harm. Our staff recognise and accept their responsibility to develop an awareness of the risks and issues involved in safeguarding. All staff and learners should have zero tolerance for abuse, bullying, neglect and violence.