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6Jul, 2024
Crowdfunding Prospects for Bangladeshi NGO

Crowdfunding Prospects for Bangladeshi NGO

Md. Humayun Kabir

Crowdfunding for NGOs in Bangladesh is rapidly emerging as a viable fundraising strategy, fueled by an increasing interest among organizations to secure funding for diverse projects. Platforms such as GoFundMe and Kickstarter are gaining traction, especially for humanitarian aid, educational initiatives, and community development projects. As the landscape evolves, NGOs are beginning to recognize the potential of tapping into the collective power of individuals willing to contribute to causes they believe in, thereby democratizing the funding process and broadening their financial horizons.

Crowdfunding Landscape in Bangladesh

Crowdfunding offers NGOs in Bangladesh a global platform via social media, diversifying donor bases and reducing dependence on traditional funding sources. This model boosts community involvement and public awareness of various initiatives. Successful campaigns attract major donors and promote transparency through project updates, instilling donor trust. Furthermore, crowdfunding supports creative projects that conventional funding may overlook. Additional perks include low-cost marketing, direct donor input, and strong donor connections. Despite challenges like trust-building and regulatory hurdles, crowdfunding has the potential to elevate NGO impact, engagement, and funding opportunities in Bangladesh.

Advantages of Bangladeshi NGOs in Crowdfunding

Crowdfunding in Bangladesh aids NGOs by offering access to a worldwide audience via social media, hence expanding donor bases. It decreases dependency on traditional financing sources while increasing community engagement and awareness. Successful campaigns attract larger funders and foster transparency through project updates. Crowdfunding also encourages creative project ideas that are not covered by regular finance. Cost-effective marketing, direct feedback, and long-term donor connections are further benefits. Despite hurdles such as establishing donor confidence and managing legislative changes, crowdfunding improves the effect, involvement, and funding prospects for NGOs in Bangladesh.

Engaging the Global Community and Diaspora in Crowdfunding

To boost crowdfunding success, engaging the global community and diaspora is crucial. NGOs can analyze demographics to target diaspora segments in key countries like the US, UK, Canada, and Middle Eastern nations. Creating narratives that emphasize cultural ties to Bangladesh is essential for engaging donors. Personalized outreach highlighting impact on their home country and utilizing multiple languages can improve communication. Utilizing social media platforms and virtual events can enhance connections, while collaborating with diaspora groups, influencers, and ambassadors can attract donations and amplify campaign success.

Leveraging Technology in Crowdfunding

Leveraging technology is essential for NGOs to optimize crowdfunding efforts. Offering various payment methods and transparent currency conversion details can build trust with international donors. Emotional storytelling highlighting experiences in Bangladesh can generate strong support. Marketing tactics like email campaigns, storytelling videos, and engaging social media content can raise awareness and donations. Long-term engagement strategies like soliciting feedback and building a community through newsletters and social media groups can help NGOs achieve fundraising goals. Successful initiatives from organizations like Jaago Foundation and BRAC showcase the impact of these strategies.

Challenges in Crowdfunding

Crowdfunding offers benefits but also challenges like building trust, ensuring transparency, adapting to regulations, and overcoming lack of expertise. NGOs face obstacles like competition for donor attention, communication, financial management, and sustainability. To address these, NGOs can enhance transparency with updates, engage regularly with donors, seek digital marketing training, collaborate with experts, and use social media for promotion. Clear financial practices and prioritizing donor relationships are critical for success in crowdfunding campaigns and achieving objectives.

Strategies for Success in Crowdfunding

NGOs can boost fundraising success by using various crowdfunding strategies such as storytelling, visual content, social media promotion, donor updates, transparency, audience targeting, incentives, collaborations, and pre/post-campaign planning. These approaches can improve fundraising outcomes, build donor relationships, and increase visibility. For example, Jaago Foundation’s storytelling and visuals engaged donors effectively, while the 1 Taka Meal campaign used social media to reach wider audiences. By employing these methods, NGOs can leverage crowdfunding to drive community impact.

NGO Capacity Building for Effective Crowdfunding

Capacity building is crucial for NGOs to effectively utilize crowdfunding. This involves providing skills, knowledge, and resources through workshops, seminars, online courses, and webinars focused on crowdfunding and digital marketing. Technical support for platform navigation and content creation, along with mentorship programs, are essential. Training in financial management, marketing strategies, donor engagement, legal compliance, and fostering innovation is also vital. Monitoring impact and driving improvement is necessary. By focusing on these areas, NGOs in Bangladesh can enhance their capabilities for successful crowdfunding campaigns to achieve their missions and create impactful change in their communities.

Overall, the future of crowdfunding in Bangladesh looks promising, with increased awareness, locally tailored platforms, and collaborative efforts between NGOs, crowdfunding platforms, and technology companies to foster successful campaigns. This environment offers Bangladeshi NGOs the opportunity to diversify funding sources, connect with a global audience, and amplify their impact in a rapidly evolving sector filled with growth potential.

The article was written by Md. Humayun Kabir, an Independent Consultant, and Director, Creative Services Limited. Email: humayun@cslbd71.com

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5Jul, 2024
NGO Fundraising Prospects from Corporate Donors

NGO Fundraising Prospects from Corporate Donors

Md. Humayun Kabir

In Bangladesh, corporate donors play a significant role in supporting NGO fundraising efforts. Corporate donors prioritize meeting CSR obligations to improve their image and create growth opportunities. They allocate profits for social, environmental, and economic initiatives.

Meaning of CSR

Corporate Social Responsibility (CSR) is the corporate sector’s commitment to addressing socio-economic issues. It is not just about compliance with regulations, but also about being ethically and socially responsible. CSR involves working towards sustainable development and meeting the needs of current and future generations. It includes concepts like corporate sustainability, accountability, and citizenship. Today, CSR goes beyond philanthropy to focus on companies taking responsibility for their actions. By integrating CSR into their strategies, businesses can achieve a balance between economic and social goals, benefiting all stakeholders.

CSR in Global Context

Throughout history, businesses have had roles beyond just making money. In England, corporations were created to achieve societal objectives like exploration and transportation. In the United States, corporations focused on shareholder responsibilities in the 19th century. Public policy addressed worker health and safety, consumer protection, labor practices, and environmental protection. CSR became a topic of discussion in the mid-20th century, with economist Milton Friedman highlighting the importance of profits within societal boundaries. Today, CSR is a key concern in business, marketing, and accounting globally. Consumers now pay attention to a company’s social behavior, affecting their purchasing decisions. Responsible businesses are more attractive to employees, aiding in recruitment, retention, and performance. Trust is crucial for a company’s reputation, influencing how it is viewed by employees, customers, suppliers, and the community.

CSR in Bangladesh Context

CSR concepts and practices in Bangladesh have a long history, with businesses engaging in philanthropic activities like donations but lacking a clear policy for charitable efforts. Family-owned businesses often focus on profit without considering social and environmental impacts. Small and medium-sized enterprises in the informal sector struggle to address these issues due to limited resources and management structures. Despite this focus on profit, the importance of CSR is gradually being recognized, especially in the export sector where global standards are crucial. However, labor rights, environmental management, and transparency remain inadequate, influenced by weak enforcement of laws and limited pressure from civil society. Embracing CSR is essential for improving governance, labor rights, workplace safety, community development, environmental practices, and accessing global markets. Bangladesh’s CSR implementation is guided by US and EU buyer standards, particularly in the garment industry, but some exporters face challenges in demonstrating their commitment to CSR.

CSR Implications on Corporate Sector

Dearth of expertise and poor accountability has been identified as obstacles to practicing CSR in Bangladesh. Many CSR activities in the country are focused on publicity and short-term gains. The private sector enterprises need to embrace CSR to strengthen them. However, Bangladeshi companies are lagging behind their counterparts in India, Pakistan, and Sri Lanka in terms of corporate governance. Properly implemented CSR programs benefit multiple stakeholders, while poorly implemented ones are merely PR exercises.

CSR impact on Community Development

CSR in Bangladesh can contribute to community development through employment creation, primary education, road and infrastructure development, and addressing environmental concerns. This is especially relevant in Bangladesh, where government interventions can be augmented by corporate alliances to develop the economy, society, and environment, and provide support for relief and rehabilitation efforts following disasters. The recent COVID 19 response exemplifies the active participation of business houses in aiding affected individuals.

Trend of CSR Practices in Bangladesh

Many businesses have CSR practices, but few truly understand its meaning beyond compliance and staff well-being. Some companies have expanded their CSR activities to contribute to socio-economic aspects, human rights, and entitlements. Key areas of CSR practice include social benefits, emergency response, crisis management, education, environment, human rights, and health. In the health sector, establishing hospitals, medical colleges, and supporting health awareness programs are of medium priority.

Prospects of CSR in Bangladesh

Bangladesh is a developing country striving to implement CSR practices and standards. However, challenges persist in properly implementing CSR. The publication “Good Governance and Market-Based Reforms” highlights the importance of good governance indicators such as regulatory quality and control of corruption in ensuring the success and sustainability of reforms, ultimately enhancing business ethics and CSR in Bangladesh.

Corporate Governance and CSR in Bangladesh

Corporate social responsibility (CSR) is when companies use their resources to benefit society without expecting direct rewards. Bangladesh struggles with weak governance, resulting in poor business ethics and limited CSR practices. The private sector prioritizes short-term profits over responsible conduct and consumer trust, often resorting to unethical practices like selling adulterated products and hoarding for unfair gains. This lack of social responsibility requires government intervention, but the government lacks the capacity and will to enforce compliance effectively, weakening CSR incentives. Moreover, private sector entrepreneurs lack the expertise and efficiency needed to succeed in a competitive market. Although the government acknowledges the importance of education, it is not widely implemented, hindering NGOs’ efforts to promote ethical practices and CSR.

Corporate Motivational Factors on CSR

Social responsibility, also known as CSR, is crucial for companies to stay competitive and meet ethical standards. It is not just a passing trend, but a necessity for effective operations and fulfilling a social mission. Benefits of CSR include attracting and retaining employees, reducing costs, increasing revenues, and enhancing reputation. Embracing CSR involves managing social and environmental impacts alongside economic performance, benefiting sales, workforce, and trust. Areas affecting business outcomes include purpose, values, workforce, marketplace, environment, community, human rights, and guiding principles. Balancing competing demands while delivering benefits to both business and society is important. CSR involves maintaining positive relations with customers and improving impact on society and the environment. Increasing pressure for social responsibility ranks as a top business challenge, highlighting its importance. Globalization and new challenges have expanded concepts like CSR, corporate citizenship, and corporate sustainability, now crucial to various stakeholders. Recommendations include awareness, compliance with international standards, increased visibility and understanding, and corporate partnerships for social development.

NGOs in Bangladesh can boost their donations from corporate donors by analyzing the market and forging strategic partnerships.

The article was written by Md. Humayun Kabir, an Independent Consultant, and Director, Creative Services Limited. Email: humayun@cslbd71.com

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4Jul, 2024
Strategy to Enhance Your NGO Fundraising Capacity

Strategy to Enhance Your NGO Fundraising Capacity

Md. Humayun Kabir

Enhancing the fundraising capacity of an NGO is a multifaceted process that involves not only securing diverse funding sources but also building strong relationships with donors, leveraging technology, and improving overall organizational effectiveness. Below is a detailed description of the steps involved in boosting fundraising capabilities:

1. Diversify Funding Sources

Diversifying funding sources is crucial for NGO financial sustainability. Relying on one income stream can pose risks, so seeking grants from various sources like governments and foundations is important. NGOs can also engage in individual giving, corporate sponsorships, and fundraising events. Membership programs, product sales, and fee-for-service options offer additional revenue streams. Establishing an endowment fund for investment income provides long-term security. By diversifying income sources, NGOs can reduce reliance on one source, enhance financial stability, and better achieve their goals.

2. Build Strong Relationships with Donors

Building strong donor relationships is crucial for successful fundraising. A donor cultivation strategy that includes personalized communication, acknowledgments, and regular engagement is key. Tailoring messages based on donor segmentation and offering special events, personalized thank-you notes, and exclusive opportunities can help foster lasting connections. Newsletters, social media updates, feedback solicitation, and donor recognition programs also play a role in enhancing engagement. By investing in meaningful connections and showing appreciation, NGOs can secure long-term donor loyalty and financial support.

3. Leverage Technology

Leveraging technology can optimize fundraising efforts for NGOs, increasing reach and efficiency. Tools like CRM systems aid in managing donor data and automating communication, while online platforms and social media campaigns enhance outreach. Virtual events and mobile giving options offer flexibility for supporters to engage. Data analytics help track campaign success for strategy improvements. Additionally, technology provides transparency and compliance tools, building trust with donors.

4. Enhance Organizational Performance

NGOs can enhance fundraising capacity by improving internal organizational performance through staff training in best practices, process improvements, and donor engagement techniques. Workshops, peer learning, and certifications can upskill the team, while adopting SOPs ensures consistency. Transparency, financial accountability, and impact measurement build donor trust, while creativity, technology adoption, leadership, communication, and governance strengthen overall effectiveness and success in fundraising efforts.

5. Develop a Comprehensive Fundraising Plan

A comprehensive fundraising strategy is crucial for an NGO’s sustainability. It should start with evaluating current efforts using data and SWOT analysis. Establishing specific, measurable goals for fundraising, including donor engagement and visibility, is vital. The plan should encompass different tactics like grants, donations, sponsorships, and online fundraising. Using technology such as CRM systems, digital platforms, and social media can enhance efficiency and outreach. Timely campaigns, monitoring, and reporting allow for adjustments and improvements, leading to a successful approach.

6. Engage the Community

Engaging the community is key to NGO fundraising success. Surveys help understand local needs, while partnerships with businesses and schools foster collaboration. Events, activities, and volunteer opportunities boost grassroots involvement. Sharing stories and successes on social media creates emotional connections. Feedback and recognition ceremonies build strong community support, driving fundraising success.

7. Foster Innovation in Fundraising

NGOs must embrace innovation in fundraising to stay competitive, using new technologies like crowdfunding and peer-to-peer fundraising. Creative strategies such as gamification and storytelling can communicate impact effectively. Digital tools like mobile giving and social media engage younger audiences and broaden donor base. Collaborations with other organizations, experimentation with new methods, and learning from successes and failures help NGOs refine their fundraising techniques. By fostering a culture of innovation, NGOs can attract new donors, stay ahead of trends, and maintain long-term relationships.

8. Develop Strong Leadership and Governance

Strong leadership and governance are vital for successful fundraising in NGOs. It is essential to align fundraising efforts with the organization’s mission and vision, establish a clear strategic direction, engage an active board of directors, and maintain transparent financial management. A well-trained leadership team emphasizing accountability, improvement, and stakeholder engagement lays a solid foundation for fundraising initiatives. Cultivating a positive organizational culture and reinforcing governance policies build trust with donors and partners, resulting in increased funding and sustainable growth.

By adopting these strategies, NGOs can significantly enhance their fundraising capacity, leading to more sustainable operations, increased donor engagement, and greater impact in their communities.

The article was written by Md. Humayun Kabir, an Independent Consultant, and Director, Creative Services Limited. Email: humayun@cslbd71.com

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3Jul, 2024
Fundamentals for Fundraising from Institutional Donors

Fundamentals for Fundraising from Institutional Donors

Md. Humayun Kabir

Institutional donors like private foundations, public trusts, aid agencies, and government entities provide consistent grants with over 250,000 global foundations and trusts. They prioritize project details, offering technical support to NGOs while having strict criteria for proposals, budgets, and reporting. Obtaining a grant enhances an NGO’s reputation, but it is a time-consuming and challenging process as donors conduct thorough due diligence before releasing funds. Raising funds from institutional donors requires a strategic and systematic approach.  There are two approaches  for fund raising from Institution donors i,e, Bid Proposal Submission and Direct Approach to Institutional Donors.  Here are the fundamental steps for successful fundraising from these sources.

Fundraising through Bid Proposal Submission

Bilateral and international donors and grant makers develop country cooperation programs based on government funding policies within the country’s geographic jurisdiction. Donors also have access to international committed funds. Donors follow a three-step process to secure funding: 1) expressing interest, 2) submitting a concept note, and 3) providing a full proposal covering program planning, implementation, management, and evaluation. NGOs enhance their capacity by complying with donors’ policies and guidelines through team building, skills development support, program research, utilizing past experiences, and developing high-quality technical proposals.

The bid proposal review involves assessing eligibility, relevance, experience, and readiness to participate. As a partner, you should be able to contribute to project development by checking various criteria. This includes past experience related to the issue, research or studies in the local context, case studies, documented lessons learned, data on the target area and population, familiarity with the agency’s program approach, identification of risk factors, experienced staff, monitoring and evaluation reports, and organizational capacity. If most of your answers are affirmative, you can participate in joint planning by contributing resource materials and information. This checklist serves as a guide for partners to ensure they are well-equipped to participate in the bid proposal and contribute effectively to the project’s development. The following step needs to be followed for  Bid Proposal Preparation:

  • Prior to developing the bid proposal, obtain comprehensive and unambiguous information and comprehension of the guidelines, instructions, and specific issue pertaining to the bid proposal.
  • Evaluate your organization to ascertain its suitability and eligibility for submitting a bid proposal.
  • Research quickly using secondary sources of information to analyze the context and situation of pertinent issues in the nation; In-house consultation based on research findings; Consultation with peer organizations with comparable experiences.
  • Assess the SDG’s and its target’s relevancy.
  • Relevant historical data and experience from your organization
  • Customize your profile while concentrating on the pertinent project issue causes.
  • Determine a possible or workable response to the issues’ stated causes.
  • Establish the project’s goals, objectives, and expected outcome that can be attained in the allotted time. Results may peak at the outcome level rather than the effect level for a brief period of time ( during one year project)
  • Choose a strategy and technique that aligns with the policy and goals of the contributors.
Fundraising through Direct Approach to Institutional Donors

In order to directly contact donors with unsolicited or unconstrained funds worldwide for development program funding, NGO will be assisted by grant market research for donors’ mapping. The majority of these development organizations are foundations, trust funds, corporate entities, and some grant makers. They are receptive to direct applications or correspondence from NGOs worldwide. Some of them, nevertheless, are committed to specific theme areas in addition to having a preference for their country or region. As a result, NGO must conduct a thorough investigation to discover their committed funds, resources, and methods for contacting or applying directly. 

Preparation for direct engagement includes gathering necessary information and materials. Fundraisers must also understand the culture and behavior of potential donors to tailor fundraising strategies. A communication package tailored to the donor’s needs and priorities will be prepared based on the identified committed funds and funding methods. Contact information for relevant personnel or departmental desks will be identified during donor mapping for direct communication.

Communicate directly with donors by sending a tailored communication package via electronic media to introduce the NGO and its programs for potential funding. If the package aligns with the donor’s interests, they will respond promptly; if not, further communication will be initiated by the NGO’s fundraising team through emails and voice calls to establish rapport. This direct communication, utilizing different technologies, allows for discussions about funding opportunities and program concepts to ensure mutual understanding and build a strong relationship between the NGO and the donor agency.  The Following Steps needs to be taken succeed in direct approach:

  • Submission of concept note/paper relevant to donor’s interest: Once such communication and discussion is done, The NGO needs to develop a customized concept paper in line with donor’s thematic areas and funding priorities and submit electronically within the agreed time frame.
  • Presentation in donor’s meeting: NGO needs to make virtual meeting with overseas donor or meeting with physical presence if donor is present in the country. NGO needs to prepare a power point presentation along with a program synopsis to make presentation during such meeting and further facilitate discussion to understand donor’s insights and expectation.
  • Facilitation of donor’s visit the program: In case of physical presence of the donor agency in the country, the best way to build rapport and confidence of donor is to organize visit at NGO office and program areas. Otherwise, for overseas donor, a video film and link of NGO website should be able to make further visual presentation about the NGO and its program.
  • Submission of full proposal: At certain point of time following series of discussion and communication, NGO needs to gain full understanding about the project thus write full proposal and submit to the donor following donor’s guideline or template if available.
  • Finalization of full proposal in consultation with donor: Securing funds successfully through a direct approach requires holding consultation meetings with donors and stakeholders to align their expectations with the program proposal. Strong facilitation is key in matching donor expectations with the designed program. The full proposal should be thoroughly analyzed and amended to ensure it meets the desired outcomes.
  • Negotiation for award of contract: In the last phase of the direct approach, negotiations with donors are held to finalize contract terms, focusing on non-negotiable clauses regarding finances, administration, and legal matters. NGOs can negotiate on staff, program monitoring, and reporting clauses before signing the contract. A formal ceremony should mark the signing, with media coverage to showcase the partnership between the donor and program.

By following these steps and maintaining a strategic approach, you can effectively secure and manage funds from institutional donors to support your organization’s mission and projects.

The article was written by Md. Humayun Kabir, an Independent Consultant, and Director, Creative Services Limited. Email: humayun@cslbd71.com

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Process for Strategic Plan Development for an NGO
Funding Trends for the Development of Bangladesh
Leveraging Technology for Enhancing Fundraising for NGOs
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Effective Methods for Fundraising from Individuals
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6Mar, 2024
Stakeholders Consultation Workshop Held for Oxfam GB’s Market Trend Assessment Study

Dhaka, February 28, 2024 – Creative Services Limited (CSL) successfully organized a Stakeholders Consultation Workshop as part of the Market Trend Assessment Study for Oxfam GB’s Digital Vocational Education and Training (DiVET) for Improved Livelihood of Vulnerable and Marginalized Groups. The workshop took place at Oxfam GB’s country office in Bangladesh and brought together key stakeholders, including senior management representatives from Oxfam GB, industry experts, vocational training specialists, and policymakers. 

Workshop Objectives and Discussions

The primary goal of the consultation workshop was to engage relevant stakeholders in discussions on the current market trends, skill demands, and employment opportunities for marginalized communities in Bangladesh. The insights gathered will play a crucial role in shaping the Market Trend Assessment Study, ensuring that Oxfam’s DiVET program aligns with industry needs and provides sustainable livelihood opportunities. 

During the session, CSL’s research team presented the study framework, key research areas, and preliminary findings, followed by an interactive discussion session. Stakeholders provided valuable input on labor market trends, digital skills in demand, and potential employment pathways for marginalized groups, particularly youth, women, and persons with disabilities. 

CSL’s Role and Study Scope

Creative Services Limited (CSL) has been entrusted with conducting a comprehensive Market Trend Assessment to evaluate emerging employment opportunities, industry-specific skills requirements, and challenges in digital vocational training. The study aims to: 

  • Identify market-driven skills and competencies required for digital jobs.
  • Assess labor market demand and employer expectations in key industries.
  • Analyze barriers and challenges faced by vulnerable and marginalized groups in accessing digital vocational training and employment.
  • Provide strategic recommendations to enhance the effectiveness of Oxfam’s DiVET program.

The final study report will serve as a strategic guide for Oxfam GB, helping them refine their Digital Vocational Education and Training (DiVET) initiatives and improve employment outcomes for the target communities. 

Next Steps

CSL is currently in the data collection and analysis phase, incorporating insights from the consultation workshop into the final market trend assessment report. The study is expected to be completed and submitted to Oxfam GB by March 15, 2024. 

This initiative is a significant step towards bridging the skills gap and empowering marginalized groups with industry-relevant digital skills, contributing to their economic and social upliftment. 

20Oct, 2023
Day-Long Workshop Held for Resource Mobilization Audit of YPSA

Chattogram, October 19, 2023 – Creative Services Limited (CSL) successfully conducted a day-long workshop as part of the Resource Mobilization Audit for Young Power in Social Action (YPSA) at their conference room in Chattogram. The workshop was attended by senior management staff of YPSA, along with key stakeholders involved in the organization’s fundraising and financial sustainability efforts. 

Workshop Objectives and Key Discussions

The primary objective of the workshop was to assess YPSA’s existing resource mobilization efforts, identify challenges, and explore opportunities for diversifying funding sources. The workshop served as a platform for: 

  • Reviewing YPSA’s current funding landscape, including donor contributions, corporate partnerships, grants, and internal revenue generation.
  • Identifying gaps and challenges in YPSA’s resource mobilization approach.
  • Exploring innovative fundraising strategies to ensure long-term financial sustainability.
  • Engaging key stakeholders to gather insights and recommendations for improving YPSA’s resource mobilization framework.
CSL’s Role and Study Scope

Creative Services Limited (CSL) has been commissioned to conduct a comprehensive Resource Mobilization Audit and subsequently develop a Resource Mobilization Strategy for YPSA. The assignment includes: 

  • Evaluating existing funding mechanisms and their effectiveness.
  • Assessing donor engagement and relationship management practices.
  • Analyzing fundraising trends and emerging opportunities in the non-profit sector.
  • Developing a sustainable and diversified Resource Mobilization Strategy tailored to YPSA’s mission and operational context. 
Resource Persons and Expert Contributions

The workshop was facilitated by three resource persons with extensive expertise in fundraising, financial sustainability, and non-profit resource mobilization: 

  1. Kazi Nabiul Haque – Specialist in financial management and donor relations.
  2. Humayun Kabir – Expert in strategic fundraising and institutional sustainability.
  3. Barkat Ullah – Consultant in grant acquisition and corporate partnerships.

These experts provided guidance on best practices, innovative funding models, and effective donor engagement strategies, helping YPSA refine its approach to securing financial resources. 

Next Steps and Timeline

Following the workshop, CSL will conduct a detailed audit and analysis of YPSA’s resource mobilization efforts, incorporating insights from the workshop into the final strategy document. The assignment is scheduled for completion by November 30, 2023, after which CSL will present a comprehensive Resource Mobilization Strategy aimed at strengthening YPSA’s financial sustainability. 

This initiative is a critical step in enhancing YPSA’s capacity to attract and manage diverse funding sources, ultimately enabling the organization to expand its impact and reach within Bangladesh’s development sector. 

18Oct, 2023
Day-Long Workshop Held for Fundraising Audit of Rupantar

Khulna, October 17, 2023 – Creative Services Limited (CSL) successfully conducted a day-long workshop as part of the Fundraising Audit for Rupantar, a leading development organization in Bangladesh. The workshop was held at Rupantar’s Training Center in Khulna and was attended by senior management staff and key personnel involved in resource mobilization and fundraising. 

Workshop Objectives and Key Discussions

The primary objective of the workshop was to assess Rupantar’s current fundraising mechanisms, identify challenges, and explore opportunities for sustainable financial growth. The workshop focused on: 

  • Reviewing Rupantar’s existing fundraising strategies, including donor relations, corporate partnerships, and self-generated revenue.
  • Identifying gaps and challenges in securing sustainable funding.
  • Exploring innovative and diversified fundraising approaches to enhance financial stability.
  • Engaging key stakeholders to gather insights for refining Rupantar’s resource mobilization framework. 
CSL’s Role and Scope of the Fundraising Audit

Creative Services Limited (CSL) has been commissioned to conduct a comprehensive Fundraising Audit and subsequently develop a Fundraising Strategy for Rupantar. The key components of the assignment include: 

  • Assessing current fundraising efforts to determine strengths and areas for improvement.
  • Analyzing funding trends and potential opportunities in Bangladesh’s development sector.
  • Evaluating donor engagement practices and identifying strategies for better retention and expansion.
  • Developing a long-term Fundraising Strategy that aligns with Rupantar’s mission and sustainability goals.
Expert Resource Persons and Their Contributions

The workshop was facilitated by three seasoned resource persons with extensive experience in fundraising, donor relations, and financial sustainability for NGOs: 

  1. Kazi Nabiul Haque – Expert in financial management, donor engagement, and resource diversification.
  2. Humayun Kabir – Specialist in strategic fundraising, proposal writing, and institutional sustainability.
  3. Barkat Ullah – Consultant in grant acquisition, partnership building, and fundraising innovation.

These experts provided practical insights and best practices for improving Rupantar’s fundraising effectiveness. Discussions included grant writing strategies, corporate social responsibility (CSR) engagement, impact-driven storytelling for donor appeals, and leveraging digital fundraising platforms. 

Next Steps and Project Timeline

Following the workshop, CSL will conduct an in-depth analysis of Rupantar’s fundraising framework, incorporating the insights gathered into a comprehensive Fundraising Strategy. The final report will include actionable recommendations, tailored fundraising models, and strategic donor engagement plans. 

The assignment is expected to be completed by December 21, 2023, with CSL presenting the final Fundraising Strategy to Rupantar’s leadership for implementation. 

This initiative marks a significant step toward enhancing Rupantar’s financial resilience and long-term sustainability, enabling the organization to expand its programs and impact in the communities it serves. 

 

15Jul, 2023
8 Essential Promotional Documents for NGO Fundraising

8 Essential Promotional Documents for NGO Fundraising

Md. Humayun Kabir

NGOs need to develop a number of promotional documents for fundraising. Donor’s communication package comprises many documents that NGO needs to develop. The list of essential documents that should be included in the communication package are:

1. Organizational Profile

An organizational profile is a framework for understanding the internal and external factors that shape the operating environment of an organization.

An organizational profile may cover the following:

  • Foundation History
  • Legal status
  • Vision
  • Mission
  • Values
  • Principles
  • An organizational governance structure with key functions and authority at all levels
  • Strengths/specialization/Nish area
  • Recognition/Affiliation
  • Experiences and significant achievements.
  • A brief on strategic plan and priorities
  • Summary of programs and projects for each thematic areas ( Past and present)
  • Geographical and population Coverage
  • Partnership in the past and present
  • Networks and memberships
  • Staff Strengths and training
  • Annual turnover for last 3 Years
  • List of Policy and strategic Documents
  • Research and Publications, if any
  • Summary of office IT and automation

Once the generic profile is developed, it needs to be customized corresponding to donor expectations/compliance and program priorities so that the donor’s expectation to learn about your NGO can be well explained and utilized for marketing.

2. Annual Report

An annual report contains a year-end summary of your organization’s program and financial status. As an NGO, this will help you assess your organization’s financial decisions and expenses in the past year for you to properly allocate a designated budget for the following year.

An annual report may cover the following:

  • Message From Chair
  • Statement from CEO or Executive Director
  • Mission and Vision.
  • Key Program Activities and Accomplishments
  • Stories of Change
  • Financial Statements.
  • Lesson Learnt
  • Future Goals/Way Forward
3. Strategic Plan

The strategic plan is the key instrument to represent on program and institutional development strategy following its vision and mission and goal for certain period of time like three to five years.

A strategic plan may cover the following:

  • Contextual analysis (external: Global and national;
  • Contextual analysis internal: organization’s program, priorities and management.
  • Strategic review of the past: Program, finance and management of NGO.
  • Nish area of the organization
  • Setting strategic objectives where key areas will be considered that include
    • institutional development,
    • program strategies for various thematic areas,
    • financing strategies for different programs
  • Sustainability at a) institutional level, b) program level and c) financing level
4. Project Summary

NGO must have completed a number of projects under different thematic areas like health, education, livelihood, environment, rights and empowerment, etc.  Based on past experience as well as current projects, each NGO needs to prepare a matrix using the following information for ready reference for donors’ communication and presentation.

  • Name of Project
  • Key activities
  • Location
  • Duration/ Years
  • Donor
  • Budget
5. Project concept paper

NGOs need to develop/prepare concept papers in advance in consideration of their past experiences, lessons learned, identified program priorities in the country, donors’ priorities in the country, innovative ideas, and lessons learned. Each concept paper may need to be customized following its thematic nature and donor guideline.

A project concept paper may cover the following:

  • Specific Issues with cause analysis in brief.
  • Relevance/Rationales of the issues to your target areas/ target people
  • Position and priorities of the issue in national context.
  • Setting an overall objective of the proposed project specifying its thematic areas
  • Identified key interventions for the project.
  • Expected results to be achieved by end of the project
  • Resource Implications like financial resource (an estimated lump sum figure) and other resource like human resources, logistic resources, infrastructure facilities, etc.
  • Potentials for a consortium approach
  • Own contribution in resources
6. Project Proposal

Writing a project proposal is an art of communication and a comprehensive presentation for seeking donors’ funds from any donor/development agency.

A project proposal may cover the following:

Technical

  • Executive Summary
  • Background and Justification
  • Project relevance and rationales
  • Situation/Problem analysis
  • Issues, causes and effect
  • Beneficiaries and project areas
  • Log-frame/Theory of change
  • Project goal, objectives, activities,
  • Expected impact, outcomes, outputs with indicators
  • Activities under each output and outcomes
  • Approach, methodology, other implementation strategy and priorities.
  • Stakeholders and roles
  • Resource implications
  • Monitoring and evaluation
  • Documentation and Reporting
  • Risk and mitigation
  • Sustainability
  • Budget (annex) (based on cost activities)

 Financial

  • Salary and benefits
  • Consultant fees
  • Transport and travel cost
  • Maintenance cost
  • Utility charges
  • Training/workshop/seminar
  • Meeting/consultation/
  • Input support cost
  • Equipment cost
  • Stationary and supplies
  • Printing
  • Communication cost
7. Research/Study Paper

Research/ Study provides a clear understanding of the current situation, identifies gaps, and provides valuable insights that guide the development of appropriate interventions and the establishment of indicators to track progress towards achieving desired outcomes.

A research/study paper may cover the following:

  • Executive summary
  • Introduction
  • Background
  • Objectives and methodology
  • Key findings (quantitative & qualitative)
  • Observations and Findings (Detailed Narrative)
  • Identified benchmarks by outcomes, outputs and indicators and compare with District and National data.
  • Programming Opportunities/recommendation
  • Limitations of the survey
  • Recommendation
  • Conclusion
8. Project Evaluation Report

A project evaluation is the study conducted after the end of that project. The results of the project evaluation are measured against some comparative data – ideally the baseline survey – often as part of an impact evaluation.

A project evaluation report may cover the following:

  • Executive summary
  • Introduction
  • Project description
  • Objectives of evaluation
  • Methodology
  • Relevance
  • Impact
  • Effectiveness
  • Efficiency
  • Sustainability
  • Lessons learned
  • Recommendations
  • Conclusions

The article was written by Md. Humayun Kabir, an Independent Consultant, and Director, Creative Services Limited. Email: humayun@cslbd71.com

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10 Vital Policies and Procedures in the Workplace
Process to Develop Policies and Procedures for an NGO

2Jul, 2023
10 Vital Policies and Procedures in the Workplace

10 Vital Policies and Procedures in the Workplace

Md. Humayun Kabir

A workplace policy outlines in detail what is expected of employees in terms of performance and behavior. Employees are instructed on how to carry out those policies by a workplace procedure. Together, policies and procedures provide workers with a comprehensive picture of their workplace. In this post, we go over a few workplace policies and processes as examples.

It’s critical for employees to be familiar with the rules and regulations at work. Your working life can be improved by being aware of the policies and processes that affect you. It explains your obligations and legal rights to you. Here are 10 actual policies and procedures from the workplace:

1. Code of conduct

Most businesses follow a common policy known as a code of conduct. It is a set of guidelines that employers anticipate their staff to abide by. The regulations lay out the anticipated conduct for all employees.

A code of conduct policy may cover the following:

  • General Responsibilities
  • Safeguarding for the Vulnerable People
  • Conflict of Interest
  • Confidentiality
  • Organization Property
  • Attendance and Punctuality
  • Dress and Demeanor
  • Financial Responsibility and Accountability
  • Use of Organization Equipment
  • Integrity and Organization Ethics
  • Public Statement
  • Safety
  • Environment
  • Gifts and Entertainment
  • Compliance
2. Child Protection Policy

A workplace child protection policy safeguards children’s welfare by preventing abuse, neglect, and exploitation of them.

A child protection policy may cover the following:

  • Guiding Principles
  • What to do
  • What not to do
  • Training on Child Protection
  • Signing Code of Conduct
  • Observation of National and International Days on child rights issues
  • Campaign from Digital Platform
  • Response to Child Protection
  • The Child Protection Committee (CPC)
3. Sexual Harassment Elimination Policy

A workplace sexual harassment elimination policy promotes the well-being of staff and program participants that protects them from sexual abuse and harassment

A sexual harassment elimination policy may cover the following:

  • Scope of Policy
  • Conducts Considered as Sexual Harassment
  • Training on Sexual Harassment Elimination Policy and Procedure
  • Signing Code of Conduct
  • Observation of National and International Days
  • Campaign from a Digital Platform
  • Response to Sexual Harassment Protection
  • The Sexual Harassment Elimination Committee (SHEC)
4. Workplace Bullying & Violence Prevention Policy

A workplace bullying & violence prevention policy promotes the well-being of staff and program participants that protects them from harassment, bullying, threats, and violence in the workplace.

A workplace bullying & violence prevention policy may cover the following:

  • Scope of Policy
  • Behavior considered violence in the workplace
  • Training on Workplace Bullying and Violence Prevention Policy and Procedure
  • Signing Code of Conduct
  • Campaign from a Digital Platform
  • Response to Bullying and Violence Complaints
  • The Workplace Bullying and Violence Prevention Committee (WBVPC)
5. Whistleblowing Policy

A workplace whistleblowing policy encourages staff, volunteers, and program participants to come forward with credible information on illegal practices or violations of adopted policies of the organization.

A whistleblowing policy may cover the following:

  • Scope of the Policy
  • Reporting
  • Confidentiality
  • Anonymous Allegations
  • Untrue Allegations
  • Procedure for Making Allegation
6. Conflict of Interest Management Policy

A workplace conflict of interest management policy provides organizational guidance to the relevant entities (staff and volunteers) in identifying and fighting actual and potential conflicts of interest with a view to establishing good governance in the organization’s all operations and practices through accountability, transparency, and integrity.

A conflict of interest management policy may cover the following:

  • Definition of Conflict of Interest and Other Relevant Terms
  • Compliance Requirement
  • Scope of the Policy
  • Disclosure of the Conflict of Interest
  • Record Preservation
  • Action after Disclosure
  • Response to Non-Compliance
  • Training
7. Anti-Fraud, Anti-Bribery & Anti-Corruption Policy

A workplace anti-fraud, anti-bribery & anti-corruption policy provides organizational guidance to the relevant entities (staff and volunteers) in identifying and fighting actual and potential conflicts of interest with a view to establishing good governance in the organization’s all operations and practices through accountability, transparency and integrity.

An anti-fraud, anti-bribery & anti-corruption policy may cover the following:

  • Definitions of Terms- ‘Fraud’, ‘Bribery’, and ‘Corruption’
  • Due Diligence and Risk
  • Compliance with Laws and Regulations
  • Scope of the Policy
  • The Organization’s Responsibility toward Compliance with the Policy
  • Awareness and Sensitization
  • Reporting
  • Responding
8. Data Protection Policy

A workplace data protection policy ensures an adequate level of data protection. This policy describes how this personal data must be collected, updated, handled and stored to meet the organization’s data protection standards

A data protection policy may cover the following:

  • Scope of Data Protection Policy
  • Data Protection Policy Principles
  • Data protection risks
  • General guidelines for data protection
  • Data storage guidelines
  • Data usage guidelines
  • Data updating guidelines
  • Disclosing data for other reasons
  • Responsibilities of concerned people
  • Violation of policy and administrative measures
9. Complaint and Response Mechanism (CRM) Guideline

A workplace complaint and response mechanism guideline sets out the procedure for receiving, recording, and responding to complaints or feedback from the communities and customers.

A complaint and response mechanism guideline may cover the following:

  • Scope to Complaining
  • Complaint Receiving, Recording and Responding Procedure
  • Receiving Verbal and Written Complaints
  • Acknowledging Complaints
  • Registering Complaints
  • Resolving Complaints
  • Responding to the Complainant
  • Appeals Process
  • Management of the CRM Guideline
  • Designing a Complaints Mechanism
  • Training for Staff
10. Gender Policy

A workplace gender policy works to strengthen the organization as a gender-sensitive organization and to contribute towards reducing gender inequality in the family, community, society, and the state. The Gender Policy aims at facilitating the narrowing the gender gap and strives for attaining equitable social and economic development by integrating gender perspectives in development programs.

A gender policy may cover the following:

  • Measures for Organization Governance Structure
  • Measures for Recruitment Leave, Promotion, Posting and Dismissal for female staff
  • Measures for Financial and other material benefits      
  • Measures for Infrastructure and other special benefits              
  • Solving Specific Problems of the Female Staff
  • Values and Code of Conduct
  • Workload Review (Menstruation Period, Pregnancy Period, breast feeding)
  • Program designing, planning and implementation
  • Advocacy & networking
  • Information, Education and Communication (IEC)
  • Training on Gender Promotion
  • Increased Engagement of Women in Governance of the Organization
  • Engagement of women participant in program cycle management
  • Observation of National and International Days
  • Campaign from Digital Platform
  • The Gender Promotion Committee (GPC)

The article was written by Md. Humayun Kabir, an Independent Consultant, and Director, Creative Services Limited. Email: humayun@cslbd71.com

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Process to Develop Policies and Procedures for an NGO

25Jun, 2023
Process to Develop Policies/Procedures for an NGO

Process to Develop Policies and Procedures for an NGO

Md. Humayun Kabir

NGOs create management policies to efficiently manage their employees, beneficiaries, and other stakeholders. Policies contribute to lowering the risks connected to institutional management. They also assist us in continuing to manage staff in accordance with all applicable rules and regulations. Considering that NGOs are institutions as well, it is crucial for them to uphold standardized policies and procedures. It is equally crucial for them to record these normative behaviors and procedures for increased accountability, good governance, and transparency. When donor organizations realize that NGOs have written policies in place to manage their people and organizations, they are frequently impressed.

A major advantage to have policies and procedures is that it reduces unnecessary conflicts, questions and misunderstandings that normally arise among employees and other stakeholders. Employees who are aware of the rules in place at their workplaces are less likely to cause issues. In order to construct effective governance styles, it is crucial for NGOs to define their management policies.

A methodical approach is needed while creating a policy or procedure. The steps of create a policy or procedures are as follows:

1. Identify the issue

The first step is for the NGO’s management to identify the specific issue or group of issues that the policy or procedure will address. These could be internal challenges such as staff management, financial procedures, or compliance with external regulations. The issues identified must be prioritized based on urgency and impact on the organization’s operations.

2. Establish a policy development team

Once the issue has been identified, the management selects a development team responsible for drafting the policy or procedure. This team should include diverse stakeholders relevant to the issue, such as department heads, employees, and external consultants if necessary. Involving legal advisors ensures that the policy is in line with local laws and international standards. The team will gather feedback from various stakeholders to ensure that the policy is practical and relevant to the organization’s needs.

3. Research and gather information

The development team conducts comprehensive research to gather relevant information. This includes reviewing existing policies, analyzing current organizational practices, and gathering input from employees and other stakeholders through interviews or surveys. Best practices in similar organizations or industries are studied, and relevant laws or regulations are reviewed to ensure compliance. Benchmarking the NGO’s practices against these standards ensures that the new policies are robust and legally sound.

4. Draft the policy/procedure

Draft Policies and Procedures should be written in clear, jargon-free language, structured with headings and subheadings for easy navigation. It should include the purpose, scope, policy statement, procedures, responsibilities, compliance, review process, and update procedures. This ensures clarity and organization in explaining why the policy is needed, who it applies to, its details, implementation steps, responsible parties, monitoring and enforcement of compliance, as well as scheduled policy reviews for updates.

5. Review the policy/procedure

The draft policy is then shared with relevant stakeholders, including department heads, staff, and legal advisors, for feedback and input. Based on the feedback received, the policy is revised to address any concerns or suggestions. Legal advisors review the document to ensure that it mitigates any legal risks and complies with applicable laws and regulations.

6. Final approval

Once the policy has been reviewed and revised, the final draft is submitted to the relevant authority within the NGO, such as the board of directors or executive leadership, for formal approval. Upon approval, an official resolution is issued, and an approval memo is distributed to communicate the policy to the rest of the organization.

7. Policy Implementation and Communication

After approval, the policy must be communicated effectively across the organization. Training sessions and informational materials may be developed to ensure that all employees understand the new policy and their responsibilities. Clear communication helps foster compliance and ensures smooth implementation.

8. Review of existing policy

Policies and procedures are not static; they must be reviewed every two to three years to ensure they remain relevant and effective. The management should form a review committee to assess the current policies and recommend any necessary changes. The committee may consider input from staff and stakeholders regarding potential alterations, additions, or deletions. All proposed changes must be approved by the NGO’s relevant authority before implementation.

An NGO needs the following Policies/Procedures

An NGO should have enough rules, regulations, and procedures to demonstrate its compliance and organizational strength.  There is a list of rules, regulations, and recommendations, including but not limited to the following list:

Anti-Fraud, Anti-Bribery, and Anti-Corruption Policy
Anti-Human Trafficking and Modern Slavery Policy
Anti-Terrorism and Extremism Policy
Asset Management Policy
Conflict of Interest Management Policy
Consultancy Assignment Management Policy
Data Security Policy
Due Diligence Policy
Duty of Care and Security Policy
Environmental Policy
Equality and Diversity Policy
Financial Management Policy
Gender Policy
Governance Policy
Grant Management Policy
Health and Safety Policy
HR Management and Development Policy
Information Disclosure Policy
IT and Cyber Security Policy
Partnership Development Policy
Procurement Policy
Quality Assurance Policy
Risk Management Policy
Safeguarding Policy
Sexual Harassment Elimination Policy
Staff Grievance Policy
Whistleblowing Policy
Workplace Bullying and Violence Prevention Policy

The article was written by Md. Humayun Kabir, an Independent Consultant, and Director, Creative Services Limited. Email: humayun@cslbd71.com

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