Each year, over 5,000 third sector leaders make use of Action Planning’s programme of national conferences, training and consultancy. This includes major events, run with ACEVO, CAF and CFDG, and a series of practical workshops, each typically for 20 people.

Next national conference


'Funding the Future' at Central Hall Westminster on 14 March
Attended by 1,500 delegates last year, 'Funding the Future' features 40 top-level speakers including Government Ministers and chief executives of leading statutory, lottery and trust funders on their 2012 funding programmes. There is a morning plenary session followed by a choice of seven streams to help you meet funders interested in your field of work.


Action Planning workshops on fundraising and strategic management

You can access information on each, including the latest workshop dates, through the links below. We can also deliver the workshops for you in-house, if you have several colleagues who might benefit (please email us if this might be of interest). The ten series of workshops are:

Fundraising and income generation

Securing funding from the European Union
Succeeding Online
Demonstrating outcomes to funders
Managing the Fundraising Function
Securing major donors
Planning a successful capital campaign
Preparing successful bids for statutory contracts
Delivering public services

Legacy Masterclass

Strategy and governance

Building board performance
Running successful projects in the third sector


Securing funding from the European Union
Many charities are under the impression that EU funding is too complex for all but the largest organisations. The reality is very different and, for wellconsidered projects, the process for securing EU funding is straightforward
and has a higher success rate than much UK funding. This practical one-day workshop conference will help you access the £350 million distributed via the EU structural funds (European Regional Development Fund, European Social Fund and the Cohesion Fund) and EU ‘Community Action Programmes’, like Youth in Action and Grundtvig. It is presented by Diana Mathis of YTES in Lille, leading European experts in this field.


download brochure online booking

Places on: 8 February,
(London)


Succeeding Online
This one-day masterclass is presented by Tom Latchford, one of Britain’s leading experts in the use of the web, mobile and social media to generate income and build support for charities. It exmaines the tools and techniques being used by the most successful charities in this field. All participants also receive individual advice on how to enhance their current websites and social media presence.

download brochure online booking

Places on: 2 February, 21 March (London),
27 February (Sheffield)


Demonstrating outcomes to funders
This popular one-day workshop is designed to help charities to demonstrate to funders qualitative, or ‘soft’, outcomes. It is of particular value to organisations working in social care, housing, health and disability, children and young people, employment, faith-based projects and international development – which often change lives in ways which few funders fully appreciate.
download brochure online booking

Places on: 7 February, 7 March (London),
24 January (Manchester)


Managing the Fundraising Function
This one-day workshop is designed principally for chief executives, finance directors and recently appointed fundraising directors who do not have a specialist background in fundraising. It is led by David Saint, the Chairman of Action Planning, who has helped many of Britain’s leading charities to generate more income from a wider range of sources.
download brochure online booking Places on: 15 February, 15 March (London)

Securing major donors
Major donor fundraising has proved to be one of the fastest growing sources of charity income. This practical one-day programme helps you to build an effective major donor campaign, finding high net-worth supporters and recruiting them as donors to your cause. Presented by Virginia Fisher, it is limited to 20 places and enables participants to practise their skills and receive feedback.

download brochure online booking

Places on: 1 February, 28 February (all London)


Planning a successful capital campaign
This workshop, presented by Robin Thomas and Jason Blackburn of Action Planning’s Capital Fundraising Team, is intended for directors and trustees of organisations planning to launch a capital campaign, perhaps to fund a new project or building.
download brochure online booking

Places on: 28 February, 24 April (all London)


Preparing successful bids for statutory grants and contracts
This intensive two-day course is the leading UK training on statutory bid-writing. It is presented by Derek Smith and enables you to prepare high-scoring bids by developing an understanding of scoring systems. Participants also receive a comprehensive ‘bid preparation tool kit’. The course has been held over 100 times and has been widely adopted as a core training module.
download brochure online booking

Places on: 23 & 24 January 2012 (London)
27 & 28 February 2012 (Birmingham)
27 & 28 March 2012 (London)


Securing additional and repeat contracts from your current commissioners
Competition for public sector contracts is expected to intensify as statutory funding is constrained. This one-day course, developed by Derek Smith, examines how to negotiate from strength, ensure that services are delivered profitably and retain contracts by developing long term partnerships with commissioners. We also examine how to build your reputation as a deliverer of public services.
download brochure online booking  


Legacy Masterclass
This interactive and practical master class is designed to help all those charged with taking forward change in their organisations. It examines change resulting from a range of circumstances and explores how to be an effective change leader, someone who can align structure to deliver objectives, change organisational culture, sell a vision, understand reactions to change and manage resistance.

download brochure online booking  

Building Board Performance
This one day event is designed to enable the chairs and chief executives of ten organisations (ideally attending together) to build a highly effective board. It will examine how to find trustees with the right contacts, experience, skills and networks, focus the board on the key strategic issues facing your organisation and expedite your decision making process.
download brochure online booking Places on: 17 January, 24 February(all London)


Running successful projects in third sector organisations
Funders are increasingly demanding evidence of effective project management capabilities. This one-day course provides a comprehensive introduction to project management and practical tools to structure your work. It is presented by Stuart Kelly, who has successfully adapted private sector project management methodologies to the third sector.
download brochure online booking Places on: 20 March (London)

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