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Tell your story: PR on a
shoestring
East of England Communications
Team
26/09/2012
Welcome and agenda
Sara Betsworth
Head of Region



                 #BIGlf
BIG Funding Officers
Richard Drape and Michelle Drummond


A Summary of Support
Your regional comms team

Our remit:

To support successful
development and delivery
of BIG’s funding
initiatives locally


To raise awareness and
maximise impact our
funding locally
You said:

Survey Monkey results:
•100% of respondents use websites above all
other methods to inform people about your
projects

•58% of you tweet

•8% blog

•41% use events

•word of mouth is still a popular method
How we communicate in the
region: a snapshot
•Being out and about – funding fairs, workshops and briefing
events
•Engaging with local media

•Publications and website – case studies, feature articles,
and social media
•Public affairs – keeping MPs, Local Authorities and regional
stakeholders in the loop
•Engaging with regional stakeholders – project visits,
launches and VCS groups.
The power of being social

Listen, learn and share



Twitter: @BIGEofE

Facebook: Big Lottery
Fund – East of England

BIG’s blog:
http://www.biglotteryfun
d.org.uk/community-uk?
fromsearch=-uk
Supporting you along the journey
In print: Grant acknowledgement
requirements

Online: BIG website - grant holder
section:

http://www.biglotteryfund.org.uk/index/grant-uk

Over the phone:

01223 449027/449034

In person:

Invite us to your events, tweet us,
tell us about your successes!
Online support from BIG
http://www.biglotteryfund.org.uk/index/grant-uk

Advice & support:
•Publicity guidelines

•How to order merchandise for
events etc (T shirts, Balloons,
banners, bunting)
•How to use the BIG logo (and
advice on styles)
BIG Branding: use of the logo

•Tells the public where
lottery money is spent
•Encourages others to apply
•It’s a condition of your
grant!
Where should I use the logo?
Any form of promotional or publicity materials:
•Press releases

•Leaflets

•Posters

•Brochures/annual reports

•Websites

•Stationery/letterheads

•Job averts/ on vehicles etc

•Twitter/facebook
Logo – hard and fast rules!

•Only recipients may use it
•Do not alter in any way
•Standard logo preferred
•Size at least 12mm
•Available in pink or blue
•Available on website
BIG Logo
Generating local publicity

•All grants awarded are
made public (press release,
BIG and DCMS website)
•BIG sets embargo date
•National and regional
media alerted
•Then it’s up to you! But
today should help ...
Telling your story
Where to start:

•Have a Comms plan: key
messages, audience,
methods you will use
•Know your local media and
how they reach audiences:
print/broadcast/ TV/online?
•Press
releases/leaflets/blogs
•Social Media
#BIGlf
Tell your story: PR on a shoestring
Generating local publicity...

Communications Team
East of England
26th September 2012
Generating local publicity

•All grants awarded are
made public (press release,
BIG and DCMS website)
•BIG sets embargo date
•National and regional
media alerted
•Then it’s up to you! But
today should help ...
Background - generating local publicity


•After the embargo date its up to projects to generate their
local publicity


•BIG doesn’t have the resources to promote each project so
amount of local media work is limited


•Therefore, we need you to shout about your project and
the wider work you do – BIG encourages grant holders to
promote themselves and their BIG funded project
Generating local publicity - proactive
work


Before you start
•Have a plan
•Three key messages
•Q&A’s
•Research your environment
Generating local publicity
proactive work

Know your local media
•Newspapers, magazines, radio, television, internet,
including student or community-based stations
•Read the publication, watch or listen to programmes
•Identify key contacts
•Find out their deadlines for news stories (could be
different for different sections of the paper)
•Use the internet to find out your local newspapers – eg:
www.newspapersoc.org.uk
Generating local publicity - proactive
work

 Journalists are looking for –


•News - a fact or event that hasn’t been made public before
•News comment or feature – putting events into context,
letters
•Features – in-depth coverage of events or trends
•Diary pieces – entertainment, possibly a charity event
Generating local publicity - proactive
work

Journalists are interested in
•Exclusivity
•Clarity
•Examples
•Facts/ideas
•Human interest angles
•Contacts
Generating local publicity - proactive
work

Always have readily available


•Updated key facts and figures about your project
•Case studies with contact details
•Spokespeople available for interviews
•Contact details for key members of your organisation
Generating local publicity - proactive
work

Press releases – a key media tool
•Make sure you have something to say


•Answer the question – “Will the readers you are trying to
reach be interested in your information?”


•If you cannot say “YES” – rethink
Generating local publicity - proactive
work

Planning a press release
•Identify your story
•Find a hook – is there something topical you could link
your PR to give it a stronger chance of making the news?
•Have a clear message (when planning try to put it in 2
short sentences)
•Consider availability of case studies and images
•Identify and brief your spokespeople
•Obtain quotes from key spokespeople to include
•Alert all relevant team members about your plans
Generating local publicity - proactive
work

Writing a press release
•Grab attention with a headline and first paragraph – keep it
simple
•Concentrate on what your news is and put it in the first
paragraph of the release, don’t bury it in the last paragraph!
•Subsequent paragraphs should be in order of priority
•Include what, when, where, why, who, how
•Be concise
Generating local publicity - proactive
work

Writing a press release
•Keep sentences short
•Make it relevant and timely – use present/future tense
•Keep adjectives to the minimum (you can use more in
quotes)
•Keep it to 2/3 pages maximum
•Don’t use unproven facts (be ready to back your statistics)
Generating local publicity - proactive
work

Writing a press release
•Use headed paper
•Clearly mark ‘News Release’ at the top of the page
•Add date and embargo date, or ‘For immediate release’
•Include your name, telephone (including an out-of-hours
number), email address at the bottom of release
•Include Notes To Editors at the end - gives background info
on the organisation and any useful additional info
•Don’t forget to credit Big Lottery Fund if appropriate
Generating local publicity - proactive
work

Sending out your release
•Check how journalist would like to receive it – fax, post,
email
•Follow up your release with a phone call
•If you are holding an event, ask if they will send a
photographer (remember to provide them with photo
opportunities if you want a photographer to attend)
•Make sure someone is available to answer questions on the
day. This should ideally be your media spokesperson
Generating local publicity - Reactive
work


•When approached by the media consider the possible
reasons for the enquiry


•Is it a cold call or is it a follow up to your publicity work?
Generating local publicity - Reactive
work

When approached find out:
•Context of the enquiry
•Nature of the enquiry – is the journalist contacting anyone
else for comment? If so, what are they saying?
•Name of the publication
•Name and contact details for the journalist
•Deadline for information
Generating local publicity - Reactive
work

Action plan
Exercise judgement – don’t open up too much
Alert all relevant members of your organisation
Agree and disseminate lines to take to all your
spokespeople
Offer to supply statement in writing – it’s harder to take
words out of context
Exercise you right of reply, if the information
printed/broadcast by the journalist is factually incorrect
Generating local publicity
reactive work

•If an enquiry relates more to Big Lottery Fund than your
grant


•Make sure that you pass the details to the Big Lottery Fund
Officer asap!!


•020 7211 1888 or out of hours 07867 500 572
Generating local publicity




      Press release exercise
Grant Management
Support
Reaching Communities
25 September 2012
Richard Drape & Michelle Drummond
Funding Officers
Grant Management Support

Purpose of presentation


• To take you through the grant management lifecycle
• Identify key monitoring requirements of our terms and
  conditions of grant
• Provide support on how to measure and evaluate the
  impact of your project to enable longer-term
  sustainability
Grant Management Lifecycle
Grant set-up stage
Telephone introduction
•Grant offer letter
• Setting up your grant form
• Bank or Building society account details form
• Starting your grant form
• Bank details verification
• Agree a formal start date
• Arrange Induction call
Grant Management Lifecycle
Induction Call
Duration – 15 to 60 minutes

• Additional funding

• Awards pack – Terms and conditions, additional, grant offer pack CD
and URN.

• Review targets – activities, indicators and outcomes

• Monitoring – Risk level, grant management process – telephone
monitoring, end of year/grant reports and accounts, recruitment
requirements.

• Payments – Lead in, start date, payment schedule, revenue/capital

• Publicity – Embargo, logo and materials
Activities/indicators/outcomes

Targets based on need and demand from initial
consultation at application stage.
• Current success rate – 96%
Measuring targets:
•Simple but effectively linked to targets
•See example
Variations:
•Reporting changes and approval
Continuation funding

Introduced last year and has a success rate
approximately 10%
•Timelines – Application process takes 11 months.
Mandatory evaluation report:
•Evidence how the existing project is making a difference
•Demonstrate that there is still a need for it to provide
evidence of changing needs
•Show what worked well and what could be done better
with further funding
Benefits of Evaluation
•Evaluation can:
-help you to make strong relationships with your beneficiaries

-ensure you know where improvements to your service or activities
can be made

- provide evidence about the effectiveness of your work for current
funders and future funding applications

- provide you with information that my help you to promote your
service

- let you know if you have reached your goals

- help you to develop new partnerships
How will you MEASURE and
EVALUATE your activities?
Decide on the data you will collect and how you will
collect it
Example

• The number of people taking part using sign-up sheets

• The feedback from beneficiaries on their experience of the
session, after they have participated

• Feedback from people who didn’t take part to find out why

• Feedback from partners/external agencies on how the activity
was delivered, what worked well and any issues that arose.
Monitoring Methods

                         Advantages          Disadvantages
Informal chats      Allows people to      Can be difficult to
                    open up               capture information
Questionnaires      Easy way to collect   Response rate may be
                    lots of data          poor
Comments cards      Quick and easy to     May only get a low
                    organise              level of response
Interviews          Can reveal honest     Very time consuming
                    feedback              to organise
Discussion groups   Good for insight,     One person may
                    especially at the     dominate/lead the
                    beginning of a        discussion
                    project
Evaluation Checklist

Checklist

What is your goal?                Outcomes

How will you measure your success? Monitoring methods


What were the outcomes?           Results

Were the aims and objectives      Analysis
achieved?

Were there any unexpected         Evolution of project to meet
outcomes?                         changing needs
Making a difference

Longer-lasting Impact
Any questions?

Who?    What?    Why?   Where?   When?
BIG presentations

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BIG presentations

  • 1. Tell your story: PR on a shoestring East of England Communications Team 26/09/2012
  • 2. Welcome and agenda Sara Betsworth Head of Region #BIGlf
  • 3. BIG Funding Officers Richard Drape and Michelle Drummond A Summary of Support
  • 4. Your regional comms team Our remit: To support successful development and delivery of BIG’s funding initiatives locally To raise awareness and maximise impact our funding locally
  • 5. You said: Survey Monkey results: •100% of respondents use websites above all other methods to inform people about your projects •58% of you tweet •8% blog •41% use events •word of mouth is still a popular method
  • 6. How we communicate in the region: a snapshot •Being out and about – funding fairs, workshops and briefing events •Engaging with local media •Publications and website – case studies, feature articles, and social media •Public affairs – keeping MPs, Local Authorities and regional stakeholders in the loop •Engaging with regional stakeholders – project visits, launches and VCS groups.
  • 7. The power of being social Listen, learn and share Twitter: @BIGEofE Facebook: Big Lottery Fund – East of England BIG’s blog: http://www.biglotteryfun d.org.uk/community-uk? fromsearch=-uk
  • 8. Supporting you along the journey In print: Grant acknowledgement requirements Online: BIG website - grant holder section: http://www.biglotteryfund.org.uk/index/grant-uk Over the phone: 01223 449027/449034 In person: Invite us to your events, tweet us, tell us about your successes!
  • 9. Online support from BIG http://www.biglotteryfund.org.uk/index/grant-uk Advice & support: •Publicity guidelines •How to order merchandise for events etc (T shirts, Balloons, banners, bunting) •How to use the BIG logo (and advice on styles)
  • 10. BIG Branding: use of the logo •Tells the public where lottery money is spent •Encourages others to apply •It’s a condition of your grant!
  • 11. Where should I use the logo? Any form of promotional or publicity materials: •Press releases •Leaflets •Posters •Brochures/annual reports •Websites •Stationery/letterheads •Job averts/ on vehicles etc •Twitter/facebook
  • 12. Logo – hard and fast rules! •Only recipients may use it •Do not alter in any way •Standard logo preferred •Size at least 12mm •Available in pink or blue •Available on website
  • 14. Generating local publicity •All grants awarded are made public (press release, BIG and DCMS website) •BIG sets embargo date •National and regional media alerted •Then it’s up to you! But today should help ...
  • 16. Where to start: •Have a Comms plan: key messages, audience, methods you will use •Know your local media and how they reach audiences: print/broadcast/ TV/online? •Press releases/leaflets/blogs •Social Media
  • 18.
  • 19. Tell your story: PR on a shoestring Generating local publicity... Communications Team East of England 26th September 2012
  • 20. Generating local publicity •All grants awarded are made public (press release, BIG and DCMS website) •BIG sets embargo date •National and regional media alerted •Then it’s up to you! But today should help ...
  • 21. Background - generating local publicity •After the embargo date its up to projects to generate their local publicity •BIG doesn’t have the resources to promote each project so amount of local media work is limited •Therefore, we need you to shout about your project and the wider work you do – BIG encourages grant holders to promote themselves and their BIG funded project
  • 22. Generating local publicity - proactive work Before you start •Have a plan •Three key messages •Q&A’s •Research your environment
  • 23. Generating local publicity proactive work Know your local media •Newspapers, magazines, radio, television, internet, including student or community-based stations •Read the publication, watch or listen to programmes •Identify key contacts •Find out their deadlines for news stories (could be different for different sections of the paper) •Use the internet to find out your local newspapers – eg: www.newspapersoc.org.uk
  • 24. Generating local publicity - proactive work Journalists are looking for – •News - a fact or event that hasn’t been made public before •News comment or feature – putting events into context, letters •Features – in-depth coverage of events or trends •Diary pieces – entertainment, possibly a charity event
  • 25. Generating local publicity - proactive work Journalists are interested in •Exclusivity •Clarity •Examples •Facts/ideas •Human interest angles •Contacts
  • 26. Generating local publicity - proactive work Always have readily available •Updated key facts and figures about your project •Case studies with contact details •Spokespeople available for interviews •Contact details for key members of your organisation
  • 27. Generating local publicity - proactive work Press releases – a key media tool •Make sure you have something to say •Answer the question – “Will the readers you are trying to reach be interested in your information?” •If you cannot say “YES” – rethink
  • 28. Generating local publicity - proactive work Planning a press release •Identify your story •Find a hook – is there something topical you could link your PR to give it a stronger chance of making the news? •Have a clear message (when planning try to put it in 2 short sentences) •Consider availability of case studies and images •Identify and brief your spokespeople •Obtain quotes from key spokespeople to include •Alert all relevant team members about your plans
  • 29. Generating local publicity - proactive work Writing a press release •Grab attention with a headline and first paragraph – keep it simple •Concentrate on what your news is and put it in the first paragraph of the release, don’t bury it in the last paragraph! •Subsequent paragraphs should be in order of priority •Include what, when, where, why, who, how •Be concise
  • 30. Generating local publicity - proactive work Writing a press release •Keep sentences short •Make it relevant and timely – use present/future tense •Keep adjectives to the minimum (you can use more in quotes) •Keep it to 2/3 pages maximum •Don’t use unproven facts (be ready to back your statistics)
  • 31. Generating local publicity - proactive work Writing a press release •Use headed paper •Clearly mark ‘News Release’ at the top of the page •Add date and embargo date, or ‘For immediate release’ •Include your name, telephone (including an out-of-hours number), email address at the bottom of release •Include Notes To Editors at the end - gives background info on the organisation and any useful additional info •Don’t forget to credit Big Lottery Fund if appropriate
  • 32. Generating local publicity - proactive work Sending out your release •Check how journalist would like to receive it – fax, post, email •Follow up your release with a phone call •If you are holding an event, ask if they will send a photographer (remember to provide them with photo opportunities if you want a photographer to attend) •Make sure someone is available to answer questions on the day. This should ideally be your media spokesperson
  • 33. Generating local publicity - Reactive work •When approached by the media consider the possible reasons for the enquiry •Is it a cold call or is it a follow up to your publicity work?
  • 34. Generating local publicity - Reactive work When approached find out: •Context of the enquiry •Nature of the enquiry – is the journalist contacting anyone else for comment? If so, what are they saying? •Name of the publication •Name and contact details for the journalist •Deadline for information
  • 35. Generating local publicity - Reactive work Action plan Exercise judgement – don’t open up too much Alert all relevant members of your organisation Agree and disseminate lines to take to all your spokespeople Offer to supply statement in writing – it’s harder to take words out of context Exercise you right of reply, if the information printed/broadcast by the journalist is factually incorrect
  • 36. Generating local publicity reactive work •If an enquiry relates more to Big Lottery Fund than your grant •Make sure that you pass the details to the Big Lottery Fund Officer asap!! •020 7211 1888 or out of hours 07867 500 572
  • 37. Generating local publicity Press release exercise
  • 38.
  • 39. Grant Management Support Reaching Communities 25 September 2012 Richard Drape & Michelle Drummond Funding Officers
  • 40. Grant Management Support Purpose of presentation • To take you through the grant management lifecycle • Identify key monitoring requirements of our terms and conditions of grant • Provide support on how to measure and evaluate the impact of your project to enable longer-term sustainability
  • 41. Grant Management Lifecycle Grant set-up stage Telephone introduction •Grant offer letter • Setting up your grant form • Bank or Building society account details form • Starting your grant form • Bank details verification • Agree a formal start date • Arrange Induction call
  • 42. Grant Management Lifecycle Induction Call Duration – 15 to 60 minutes • Additional funding • Awards pack – Terms and conditions, additional, grant offer pack CD and URN. • Review targets – activities, indicators and outcomes • Monitoring – Risk level, grant management process – telephone monitoring, end of year/grant reports and accounts, recruitment requirements. • Payments – Lead in, start date, payment schedule, revenue/capital • Publicity – Embargo, logo and materials
  • 43. Activities/indicators/outcomes Targets based on need and demand from initial consultation at application stage. • Current success rate – 96% Measuring targets: •Simple but effectively linked to targets •See example Variations: •Reporting changes and approval
  • 44. Continuation funding Introduced last year and has a success rate approximately 10% •Timelines – Application process takes 11 months. Mandatory evaluation report: •Evidence how the existing project is making a difference •Demonstrate that there is still a need for it to provide evidence of changing needs •Show what worked well and what could be done better with further funding
  • 45. Benefits of Evaluation •Evaluation can: -help you to make strong relationships with your beneficiaries -ensure you know where improvements to your service or activities can be made - provide evidence about the effectiveness of your work for current funders and future funding applications - provide you with information that my help you to promote your service - let you know if you have reached your goals - help you to develop new partnerships
  • 46. How will you MEASURE and EVALUATE your activities? Decide on the data you will collect and how you will collect it Example • The number of people taking part using sign-up sheets • The feedback from beneficiaries on their experience of the session, after they have participated • Feedback from people who didn’t take part to find out why • Feedback from partners/external agencies on how the activity was delivered, what worked well and any issues that arose.
  • 47. Monitoring Methods Advantages Disadvantages Informal chats Allows people to Can be difficult to open up capture information Questionnaires Easy way to collect Response rate may be lots of data poor Comments cards Quick and easy to May only get a low organise level of response Interviews Can reveal honest Very time consuming feedback to organise Discussion groups Good for insight, One person may especially at the dominate/lead the beginning of a discussion project
  • 48. Evaluation Checklist Checklist What is your goal? Outcomes How will you measure your success? Monitoring methods What were the outcomes? Results Were the aims and objectives Analysis achieved? Were there any unexpected Evolution of project to meet outcomes? changing needs
  • 50. Any questions? Who? What? Why? Where? When?

Hinweis der Redaktion

  1. The beneficiary logo has been designed to tell the public that you have received Lottery money Only recipients may use it The logo is one piece of artwork Elements may not be altered in anyway! There are two versions of the beneficiary logo: standard and high-impact Standard logo preferred Use the high-impact logo if space is limited or where the public has less time to register the mark SIZE : We have a minimum size to make sure our logo is clear and easy to read Standard logo: make sure crossed fingers symbol is at least 12mm High Impact: make sure crossed fingers symbol is at least 14mm COLOUR: Two full colour options: pink and blue You cannot change to one of your corporate colours You can also use our black or reversed-out logo
  2. BIG has a legal requirement to announce all grants made - as a public grant-making body our records need to transparent and every grant that we make goes onto our website and the DCMS website available for pubic to see   Most grants are announced in our press releases. If you’ve seen our grant offer letters you probably would have seen the embargo dates for making the information public The embargo dates are usually about 4 weeks after the committee meeting. The delay is because we can only announce the grants that have been formally accepted and sometimes, e.g: when a key person at the organisation is on holidays, there is a delay in response and the press team needs time to draft the releases Once the grant has been announced, it is over to you to continue with the publicity
  3. Idea is to give you the basic tools needed to promote yourselves, not only with press but to key stakeholders too, including other funders For example, to raise awareness about their organisation and the work they do; to become visible in the local community All England-wide media work is carried out by the Big Lottery Fund’s corporate press team based in London
  4. Have an idea of what you want to say about your project, who you want to say it to and ideally when you want to say it For example – grand opening of disabled loo. Where it is, time, date etc, how much awarded – sex up! In trying to do this ideally you want to have three key messages about your project that you will be able to get across succinctly but be able to elaborate on if asked and provide examples to bolster your point if needed. Prepare some Q& As about your project for you to use if asked – think about the sort of questions you might get asked about your project – including the difficult ones! Do your research - think about the wider context of your project –for instance how your project benefits the wider community not just the direct beneficiaries; How is your project perceived by the community, how your project might relate to the current news agenda, what other groups in the area might be doing and if there is any overlap with your project. Journalists may want to see how they can link your project into other news or may have their own agenda for a news story so the more you know the better prepared you will be. Knebworth – chatting to one of the childminders I discovered she’d been a pupil – there’s your story! What topics/news is hot at the moment – themes, issues, debates How is your organisation viewed by your different stakeholders?
  5. Try to identify and remember the key writers, people who have particular interests in the fields that you are working in, get to know their agendas. By linking your story to what they want to write about you can get yourself noticed   Build up your contacts. Provide them with good reliable stories on deadline and you can become a first point of contact, an expert in the field if you want   Journalists are on a deadline, which is why they always go to their sources first when researching a piece   Also another key word here is – Context! No use giving even good information to someone without making it clear why this information is important   Just because you work in you field and some things are obvious to you, don’t assume they are obvious to everyone else. Journalists sometimes need things spelling out to them and they have a short attention span so present information to them accordingly   Journalists are your ways of getting the message out – your get the journalist - you get their audiences Journalists are lazy – love their work being done for them and why not? You are the experts of your project.
  6. What’s hot: Xfactor, soaps, Olympics, Springwatch, Look for a hook.
  7. Exclusivity - (but it has to be real) – if exclusive is broken give the journalist a call; they hate make believe exclusives Clarity - firstly, have something to say - if you are not clear yourself about what message you want to get across then don’t so it. It is better not to say anything then say something that doesn’t make sense. Examples – journalists love case studies or real life stories as it brings the story to life and helps them to visualise the sort of story they can write. They like to see a journey - whether it is making a difference to a community or changing an environment – they want to see examples to bring the story to life. Key facts are always good to have to hand about the project – for example - how many people use the service – how many more you will be able to reach because of the grant, what the funding will actually be spent on, the types of people benefiting from the project – eg young or old SEXY STATS!! Human interest angles – all stories are about people at the end of the day and that is what journalists are interested in – they want to know how your project has changed someone’s life and they would probably like to speak to that person so make sure if you have an ‘example‘ person that they are happy to talk to the press. Contacts – make sure you provide contact details of the key people involved in the project that are ahppy to talk to journalists and are available. Prep any people you put as contacts.
  8. Think about the key information that the journalist will need to know including your key messages Information that will give them a rounded and clear understanding of what the organisation/project is about Case studies and real life examples of the benefits of the project are always good A spokesperson doesn’t have to be the head of the organisation – just the best person for the job. Sometimes this can be a project user Distribute example of Forces in Mind Q & A’s
  9. The most traditional pro-active media tool is press release And of course when referring to BIG, please do so as detailed in your guidance packs!
  10. Headline important to grab journalists attention but they will often make up their own for the one that goes to print – they know what will grab their readers attention – think of some of the classic red-top headlines! Opening para’s – present the most important info first – when, who, what, where, why, how Journalists might not read the whole press release – they will often read the first few sentences to see if it’s worth reading the wyhole thing – make sure you include all the most important info in the first paras, in order of importance Keep in concise and accessible: don’t use flowery language, acronyms or anything that they are not going to understand Upside down pyramid – important stuff first!
  11. Keep sentences short – 15-20 words, be punchy, mix up short with longer ones, break up too many long sentences
  12. Use headed paper if possible to reinforce your brand: logo, recognition Embargo: for date sensitive information, eg: findings of a report Want to give journalists time to write the story and find out necessary background info but not to print it until after a certain date Quotes bring a story to life – as already mentioned Check: spelling, grammar, quoted sources…. Photos – add colour, a focal point Statistics (that can be backed up) are also useful in context, but keep them simple and relevant Proof read (example of annual review!)
  13. To sum up on proactive work:  Build you relationship with the press Know the news agenda Know the context in which your organisation is perceived Know what other groups are doing in the field Have information readily available for journalists, if they request it Use case studies Have a picture database if need be Identify your spokesperson – it doesn’t necessarily have to be the head of the organisation Return their calls When sending out press releases, especially about events – follow up with calls Proactively contact journalists if you think there is something you can add to their news agenda Update your website, if you have one Don’t be afraid to use your contacts SHOW EXAMPLES OF PRESS RELEASES – LOOK AT: WHO, WHAT, WHEN, WHY, HOW BREAK FOLLOWED BY P.R EXERCISE
  14. Reactive media: When approached by the media directly – caution is the word. Before opening your heart to them – ask their motives. More then likely it will be innocent. But you never know If you know you’ve just sent a press release out, then it’s more likely to be a follow up call. If it’s a cold call – think twice    
  15. Context - you are within your right to ask for a context of their enquiry: What publication is it for (sometimes local hacks freelance for big players, sometimes they want to freelance for big players so they’ve done their research and now looking for a victim)? When is it for? Angle of the story?   
  16. Exercise judgement - You need to make a judgement as well; if they ask you difficult questions – then maybe you shouldn’t be too open   Questions about BIG - refer them to back to Big Lottery Fund press office – 020 7211 1888
  17. Lottery Funding is an extremely political issue. BIG press team has the capacity and experience to deal with difficult stories, so any difficult questions about our funded projects or us let us know   At the same time, don’t forget nearly 90 per cent of all coverage we receive is positive
  18. Richard to run through the grant management lifecycle. Michelle to run through evaluation. Both to cover support we can offer.
  19. Establish contract and agree signatories, start date and seek verification of bank details. Agree budget for year one.
  20. Monitoring calls – six monthly or quarterly – overview on progress on outcomes, activities and indicators, how the project is being promoted/marketed, budget update, staffing information, any changes to the organisation’s legal status, signatories or contacts – a chance for grant holders to raise concerns or ask questions/seek advice. End of year reports/end of grant reports – more formal approach to updating us on progress made and confirming expenditure to date. Also an opportunity to send us evidence of branding. The compliance review process involves establishing eligible expenditure, performance against outcomes and agreeing action in the event of variations. Monitoring requirements linked to payment release: Financial accounts and end of year reports.
  21. Measuring targets: Considerations Aimed at specific groups. Example – Clients or volunteers Gained from most appropriate source – Client or qualified person. Sample range and proportional representation. Variations: Changes to targets may be revised with justification but the BIG Lottery Fund will always discuss alternative strategies first such as marketing, publicity or partnership links. Approval of moving underspends forward must be based on a good business case. Any changes should be discussed and agreed with Funding Officer. Significant changes should be presented in a Changes to your Grant form. Retrospective variations identified at the end of year reporting stage may not be approved and result in potential grant reduction.
  22. Introduced in recognition of impact of recession on funding cuts and those successfully delivered projects that have a continued demand and need for services. Expectations – Expansion and longer term impact
  23. Evaluation is the process of monitoring your work against the goals that you have set. Targets and partnerships should be reviewed on a regular basis It is important that you review your targets and partnerships as you go along, rather than at the end of a project, campaign or event to highlight any areas that may become problematic so that these can be addressed.
  24. It is important to use a range of methods to capture the evidence to support the fact that your project is making a difference and having a real positive impact on the lives of those most in need. How you do this is up to you – you need to work out what best fits your project and your target audience – consider their needs when devising mechanisms to track their progress and ensure that you check the ‘distance travelled’ at regular intervals so that you can demonstrate an improvement and that your project is effectively meeting the needs of your beneficiaries. Give samples of monitoring forms to look at?
  25. There are many different ways that you can collect information from people. Remember that some people may have difficulty with reading or writing, so for any method that you use, also have an alternative method for people to respond and feedback. Make sure you abide by data protection laws when collecting any information. Be realistic about what you can achieve.
  26. A clear planned evaluation strategy will enable projects to ensure that they make a difference and can evidence the difference made.
  27. Planning cycle of sustainability – Continuation funding – demonstrating that the project is making a difference is key to this – we have to be convinced that the project is successful and addressing an identified need. It should also evolve to meet changing needs of the beneficiary group.
  28. In summary – your named Funding Officer is your first point of contact – their role is to guide and support you through the grant management lifecycle. Any queries use them as a resource for guidance. Happy to help.