SAQA All qualifications and part qualifications registered on the National Qualifications Framework are public property. Thus the only payment that can be made for them is for service and reproduction. It is illegal to sell this material for profit. If the material is reproduced or quoted, the South African Qualifications Authority (SAQA) should be acknowledged as the source.
SOUTH AFRICAN QUALIFICATIONS AUTHORITY 
REGISTERED UNIT STANDARD: 

Participate in the development of a strategic plan for fundraising 
SAQA US ID UNIT STANDARD TITLE
115209  Participate in the development of a strategic plan for fundraising 
ORIGINATOR
SGB Marketing 
PRIMARY OR DELEGATED QUALITY ASSURANCE FUNCTIONARY
-  
FIELD SUBFIELD
Field 03 - Business, Commerce and Management Studies Marketing 
ABET BAND UNIT STANDARD TYPE PRE-2009 NQF LEVEL NQF LEVEL CREDITS
Undefined  Regular  Level 4  NQF Level 04  12 
REGISTRATION STATUS REGISTRATION START DATE REGISTRATION END DATE SAQA DECISION NUMBER
Reregistered  2015-07-01  2018-06-30  SAQA 10105/14 
LAST DATE FOR ENROLMENT LAST DATE FOR ACHIEVEMENT
2019-06-30   2022-06-30  

In all of the tables in this document, both the pre-2009 NQF Level and the NQF Level is shown. In the text (purpose statements, qualification rules, etc), any references to NQF Levels are to the pre-2009 levels unless specifically stated otherwise.  

This unit standard does not replace any other unit standard and is not replaced by any other unit standard. 

PURPOSE OF THE UNIT STANDARD 
This Unit Standard is for people working in the fundraising sector or those who are embarking on a career in fundraising.

In particular, this Unit Standard will enable the learner to:
  • Assist in drawing up a strategic plan
  • Explain how the Strategic Plan fits into the Fundraising Cycle and Calendar
  • Prepare a Case Statement for a Non-Profit Organisation
  • Participate in the Preparation of a fundraising budget and an action plan
  • Evaluation of the results of a strategic planning exercise 

  • LEARNING ASSUMED TO BE IN PLACE AND RECOGNITION OF PRIOR LEARNING 
    It is assumed that learners are competent in Communication at NQF Level 3. 

    UNIT STANDARD RANGE 
    N/A 

    Specific Outcomes and Assessment Criteria: 

    SPECIFIC OUTCOME 1 
    Assist in drawing up a strategic plan. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    The components of a strategic plan are identified and illustrated with examples from an actual strategic plan. 

    ASSESSMENT CRITERION 2 
    The people involved in drawing up, implementing and amending a strategic plan are identified and their roles and responsibilities shown in an organogram. 

    ASSESSMENT CRITERION 3 
    An outline of the steps required in drawing up a strategic plan is produced in the form of a flow-chart. 

    ASSESSMENT CRITERION 4 
    Suggestions and proposals are made to assist the drawing up of a strategic fundraising plan. 

    SPECIFIC OUTCOME 2 
    Explain how the strategic plan fits into the fundraising cycle and calendar. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    The concept of a "Fundraising Cycle" is explained using examples from organisations/fundraising ventures that use different fundraising cycles 

    ASSESSMENT CRITERION 2 
    The concept of a "Fundraising Calendar" is explained using examples from different fundraising ventures/organisations 

    ASSESSMENT CRITERION 3 
    The way in which a non-profit organisation aligns the Strategic Plan and the Fundraising Cycle is documented showing the relationship of both to the fundraising activities participated in. 

    ASSESSMENT CRITERION 4 
    The way in which the Strategic Plan fits into the Fundraising Calendar is explained in a presentation using a strategy from a fundraising organisation. 

    SPECIFIC OUTCOME 3 
    Prepare a case statement for a non-profit organisation. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    The differences between "Case Statement", "Mission Statement" and "Fundraising Proposal" are explained in writing by giving definitions for each and relating them to fundraising activities. 

    ASSESSMENT CRITERION 2 
    A Case Statement for a non-profit organisation is produced in written form and explained by means of an oral presentation. 

    SPECIFIC OUTCOME 4 
    Participate in the preparation of a fundraising budget and an action plan. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    The components of a fundraising budget are explained using examples from an actual budget. 

    ASSESSMENT CRITERION 2 
    The steps followed in producing a Fundraising budget are outlined in a flow-chart. 

    ASSESSMENT CRITERION 3 
    The people involved in drawing up a fundraising budget are identified and a written explanation given of their roles and responsibilities. 

    ASSESSMENT CRITERION 4 
    A fundraising budget is drawn up using the steps and involving the people who are usually part of the process. 

    ASSESSMENT CRITERION 5 
    An action plan to implement the strategy is drawn up that remains within the boundaries of the budget. 

    SPECIFIC OUTCOME 5 
    Evaluation of the results of a strategic planning exercise. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    The strategic plan, budget and action plan are evaluated for practicality, financial feasibility and possible success. 

    ASSESSMENT CRITERION 2 
    Recommendations are made to amend the strategic plan, budget and/or action plan to make them more realistic and attainable. 


    UNIT STANDARD ACCREDITATION AND MODERATION OPTIONS 
    Assessment of this Unit Standard should be contextual and practical.
  • Assessors must be registered as an assessor with the relevant ETQA, or an ETQA that represents the sector in which the learner is employed and which has a Memorandum of Understanding with the relevant ETQA.
  • Moderators must be registered as assessors with the relevant ETQA, or with an ETQA that has a Memorandum of Understanding with the relevant ETQA.
  • The mechanisms and requirements for moderation should be applied in accordance with the requirements of the relevant ETQA.
  • Assessment should include both formative and summative assessment.
  • Training providers must be accredited by the relevant ETQA or with an ETQA that has a Memorandum of Understanding with the relevant ETQA. 

  • UNIT STANDARD ESSENTIAL EMBEDDED KNOWLEDGE 
  • Strategic Planning
  • Fundraising Cycle
  • Case Statements of Non-Profit organisations
  • Budgetary principles
  • Evaluation techniques 

  • UNIT STANDARD DEVELOPMENTAL OUTCOME 
    N/A 

    UNIT STANDARD LINKAGES 
    N/A 


    Critical Cross-field Outcomes (CCFO): 

    UNIT STANDARD CCFO IDENTIFYING 
    Identify and solve problems in which responses display that responsible decisions using critical and creative thinking have been made when seeing that aspects of the strategic plan cannot fit into the fundraising cycle and/or fundraising calendar and amendments have to be made and when fundraising activities do not comply with the budget and changes have to be made 

    UNIT STANDARD CCFO WORKING 
    Work effectively with others as a member of a team, group organisation, community when assisting with the drawing up of the strategic plan, the budget and the action plan as well as when evaluating the success of the strategic planning exercise. 

    UNIT STANDARD CCFO ORGANISING 
    Organise and manage oneself and one's activities responsibly and effectively when making inputs to the strategic plan, budget and action plan and when writing the required reports. 

    UNIT STANDARD CCFO COLLECTING 
    Collect, analyse, organize and critically evaluate information when gathering information about the strategic planning and budgetary process and when drawing up the required reports. 

    UNIT STANDARD CCFO COMMUNICATING 
    Communicate effectively using visual, mathematical and/or language skills in the modes of oral and/or written presentation when drawing up the required reports on the strategic plan, action plan and budget, when participating in the group designing the strategic plan, action plan and budget. 

    UNIT STANDARD ASSESSOR CRITERIA 
    N/A 

    REREGISTRATION HISTORY 
    As per the SAQA Board decision/s at that time, this unit standard was Reregistered in 2012; 2015. 

    UNIT STANDARD NOTES 
    N/A 

    QUALIFICATIONS UTILISING THIS UNIT STANDARD: 
      ID QUALIFICATION TITLE PRE-2009 NQF LEVEL NQF LEVEL STATUS END DATE PRIMARY OR DELEGATED QA FUNCTIONARY
    Core  48854   Further Education and Training Certificate: Fundraising  Level 4  NQF Level 04  Reregistered  2018-06-30  SERVICES 
    Elective  49256   Further Education and Training Certificate: Counselling  Level 4  NQF Level 04  Reregistered  2018-06-30  HW SETA 
    Elective  57712   Further Education and Training Certificate: Generic Management  Level 4  NQF Level 04  Reregistered  2018-06-30  As per Learning Programmes recorded against this Qual 
    Elective  49531   Further Education and Training Certificate: Inclusive Education  Level 4  NQF Level 04  Reregistered  2018-06-30  ETDP SETA 
    Elective  71729   Further Education and Training Certificate: Public Relations Practice  Level 4  NQF Level 04  Reregistered  2018-06-30  SERVICES 
    Elective  49872   Further Education and Training Certificate: Victim Empowerment Co-ordination  Level 4  NQF Level 04  Passed the End Date -
    Status was "Reregistered" 
    2016-12-31  HW SETA 
    Elective  57428   Further Education and Training Certificate: Youth Development  Level 4  NQF Level 04  Reregistered  2018-06-30  ETDP SETA 


    PROVIDERS CURRENTLY ACCREDITED TO OFFER THIS UNIT STANDARD: 
    This information shows the current accreditations (i.e. those not past their accreditation end dates), and is the most complete record available to SAQA as of today. Some Primary or Delegated Quality Assurance Functionaries have a lag in their recording systems for provider accreditation, in turn leading to a lag in notifying SAQA of all the providers that they have accredited to offer qualifications and unit standards, as well as any extensions to accreditation end dates. The relevant Primary or Delegated Quality Assurance Functionary should be notified if a record appears to be missing from here.
     
    1. Candy Nxusani Trading 
    2. Glicam Trading Enterprise 
    3. Greenfield Management Solutions 
    4. HIV SA 
    5. Indalo Health And Wellness (PTY) Ltd 
    6. LBK Trading 
    7. Lesedi Hospice 
    8. Mpule Management and Training 
    9. Sodic Training and Development 
    10. Yetfu Trading 



    All qualifications and part qualifications registered on the National Qualifications Framework are public property. Thus the only payment that can be made for them is for service and reproduction. It is illegal to sell this material for profit. If the material is reproduced or quoted, the South African Qualifications Authority (SAQA) should be acknowledged as the source.