For UK charities, CICs and community groups

Your Funding Roadmap

A clear plan for your next 12 months and 3 years of income, written for your organisation and delivered by your own team. I do the analysis and the strategy. You take it forward.

8 weeksStart to finish
5 partsOne complete plan
1 session60 minutes with Sara
£995Or 3 payments of £335

Who it is for

You stepped up. Now you need a plan that keeps you going.

You saw a need in your community and met it. You have won some funding, but you are turned down more often than you would like, and the feedback rarely tells you why. The need is far bigger than the people and money you have to meet it.

You have people, whether staff, trustees or volunteers, with the time to write applications, approach companies and build relationships. What is missing is the strategy behind that effort: what to apply for, who to approach and in what order. That is what this plan gives you.

What you receive

One plan, in 5 parts, written for you and nobody else

1

Where you are now

A clear picture of your projects, the people you serve, your income and where it comes from, and your corporate and public sector relationships. Plus an honest review of your successful and rejected applications, so you know why bids have failed and what to fix first.

2

Your funding strategy

A 12 month plan and a 3 year direction, with income targets for each source so you are not relying on grants alone. Something your trustees or directors can sign off and track.

3

Your corporate partnerships plan

25 companies matched to your purpose and community, the best route into each one, what to ask for, and a simple sequence for approaching them.

4

Your strategic partnerships plan

The public sector bodies, local infrastructure organisations, housing associations and delivery partners worth building relationships with, and who to approach first.

5

Your funder list and timeline

15 to 20 funders matched to your work, set out month by month for the next 12 months, with the project that suits each one. Every funder checked against its own website when your plan is written.

The review of your rejected applications is often the most valuable part. Most organisations never find out why a bid failed, so the same weaknesses repeat. Your Roadmap names them and shows you how to put them right.

How it works

8 weeks, 4 steps, 1 session with me

Week 1

Gather

You complete a short intake form and send your accounts, project details, recent applications (including the ones turned down) and current partners. You also take the free funding readiness check.

Weeks 2 and 3

Analyse

I review everything you have shared and draft where you are now and your funding strategy.

Week 4

Review together

We meet online for 60 minutes to go through what I have found, test the draft strategy and agree your priorities.

Weeks 5 to 8

Complete and deliver

I finish your partnership plans and funder timeline, and send you the full Roadmap with your first 90 days set out.

You keep the plan and every list in it. It is written so your team can pick it up and act on it without me.

Being straight about it

Is this the right fit?

A good fit if

  • You are a UK charity, CIC, community benefit society or constituted group
  • You have had some funding success but are turned down more than you would like
  • Someone in your team has time each week to deliver the plan
  • You want a clear direction rather than someone to do the work for you

Something else may suit you better if

  • You want me working alongside you to deliver it: my 6 month mentoring is the better fit
  • You mainly want to strengthen your next application: try Six Weeks to Fundable
  • You have a funding deadline in the next 3 weeks
  • Nobody in your organisation has time to act on a plan right now

Investment

£995 for the full Roadmap

£995

Pay up front, or in 3 payments of £335: the first when we start, the second at week 4 and the third at week 8. Includes your 60 minute review session at week 4.

8 weeksFrom intake to your finished plan
25 companiesMatched to your purpose and community
15 to 20 fundersSet out month by month
90 daysYour first actions, ready to go

Pay in full, £995Pay your first instalment, £335

As soon as you have paid, you can download your intake form and get started. I will send the links for your second and third instalments at week 4 and week 8.

Want help keeping it on track? An optional 45 minute quarterly review is £150, to check progress, update your funder timeline and adjust the plan.

Ask about a place

Tell me a little about your organisation

Fill this in and I will come back to you within 2 working days with an honest view on whether Your Funding Roadmap is right for you now. If something else would suit you better, I will say so. Nothing to pay and no commitment.

Thank you

Your enquiry is with me. I will be in touch within 2 working days. If it is urgent, email sara@1234consultancy.com.

Prefer email? Write to sara@1234consultancy.com.