Policies and Guidelines

• 🟢 Fundraising guidelines and policies were developed and are practiced to meet organisational values, mission and culture
• 🟡 Fundraising guidelines and policies were developed to meet industry standards, and it reflects organisation leadership vision as well
• 🟠 Some policies are in place to meet basic requirements that are compliance related
• 🔴 Have not developed any formal guidelines or policies, or may have one of them

🟢 Fundraising guidelines and policies were developed and are practiced to meet organisational values, mission and culture

Highly developed: Policies and guidelines play a very important role in fundraising success.

Reflection:

• No response necessary as we have adequate policies and guidelines at place and they are periodically reviewed.
  
• Others - 

Action:

• No action necessary.
  
• Others -

Notes for Development:

1. Policies and guidelines play a very important role in fundraising success.
   
   
2. Policies and guidelines were developed not only to mitigate risks, but also to enable highest quality standards in fundraising function.
   
   
3. Strong process in place for fundraising operations to be guided by core values, and deliver mission goals. Guiding principles enable consistent and standard practice of a consciously adopted organisational culture.

🟡 Fundraising guidelines and policies were developed to meet industry standards, and it reflects organisation leadership vision as well

Developing: Policies and guidelines are possibly limited to mitigating risks and dictate certain standards.

Reflection:

• We may have basic requirements covered; do we have a periodic and consistent development plan for them.
• Not having adequate policies, or a strong culture around its optimal use can harm the organisation.
  
• Others - 

Action:

• Develop comprehensive policies and guidelines- not only to mitigate risks but also to create new possibilities.
  
• Others -

Notes for Development:

1. Policies and guidelines are possibly limited to mitigating risks and dictate certain standards.
   
   
2. Develop the policies further and expand the scope of policy development. Create imaginative policies that are unique to you and enables high performance and quality standards.
   
   
3. Policies and guidelines are not only control mechanisms, but also a tool for inviting innovations and creativity.

🟠 Some policies are in place to meet basic requirements that are compliance related

Poorly developed: Policies and guidelines are limited to mitigating risks only. They might have been developed only as a compulsion.

Reflection:

• We may have basic requirements covered; do we have a periodic and consistent development plan for them.
• Do we understand the risks and the upsides as well? Ask for other FF Partner to share some of their policies etc.
• How can robust policies and guidelines can actually optimize fundraising and not merely mitigate risks.
  
• Others - 

Action:

• Identify immediate and must improvement needs in consultation with industry specialist.
• Develop comprehensive policies and guidelines- not only to mitigate risks but also to create new possibilities.
  
• Others -

Notes for Development:

1. Policies and guidelines are limited to mitigating risks only. They might have been developed only as a compulsion. 
   
   
2. Look at policies and guidelines not as a tool for building discipline in fundraising alone, but also as a tool for establishing more collective way of working for fundraising, deep rooted mission and culture alignment, and for enabling strategic initiatives.
   
   
3. Policies and guidelines are not only control mechanisms, but also a tool for inviting innovations and creativity.

🔴 Have not developed any formal guidelines or policies, or may have one of them

High risk: Absence of formal policies and guidelines. It may also be not practiced for lack of awareness and underdeveloped process.

Reflection:

• How can we immediately create policies and guidelines.
• Do we understand the risks and the upsides as well? Ask for other FF Partner to share some of their policies etc.
  
• Others - 

Action:

• Develop bare minimum compliance and core value related policies to protect the organisation from any external risks.
• Identify immediate and must needs in consultation with industry specialist.
• Assign the urgent task to a group of internal people.
  
• Others -

Notes for Development:

1. Absence of formal policies and guidelines. It may also be not practiced for lack of awareness and underdeveloped process.
   
   
2. It will be risky to not develop fundraising policies and guidelines and may lead to brand damage. Consider developing a basic one only to mitigate any risks for now. Over a longer period, develop it further to influence fundraising function positively and creatively.
   
   
3. Policies and guidelines are not only control mechanisms, but also a tool for inviting innovations and creativity.