Setembro | 13

ONDE ACONTECE

FUNDRAISING PLAN

AGENDA

1. concepts and methodology

2. context analysis

3. project goals and premises

4. project diagnosis

5. fundraising strategy

6. fundraising tactical plan

7. next steps

concepts and methodology

1.

INSPIRATION

Appropriate publicity about what makes a particular organization unique, credible, exciting, and extraordinary is vital to becoming noticed by �the new donor.

Henry A. Rosso

Source: Hank Rosso's Achieving Excellence in Fund Raising – Henry A. Rosso

INSPIRATION

The lack of resources is often the �result - not the cause – �of the lack of planning

Célia Cruz

Source: “Captação de Diferentes Recursos para Organizações Sem Fins Lucrativos” – Célia M. Cruz and Marcelo Estraviz

METHODOLOGY

the fundraising process

1. Analyze

the project

and its

fundraising

potential

2. Develop�Fundraising

Main Strategy

3. Establish�quotas and

reciprocity

planning

4. Mapping �of potential

donors

5. Fundraising

tactical

plan

6. Connect �with and engage�donors

7. Project

accountability

REASONS FOR MOBILIZATION

Greatest reasons for donor mobilization

• Common purpose: reason to donate involves a shared cause
• Donor involvement is compatible with what he/she is willing to do
• Understand donor needs, establish a close relationship, share project results and new challenges

HOW?�relationship

WHAT?

envolvement

WHY?

common purpose

context analysis

2.

THE POWER OF OPENNESS

The Open Knowledge Foundation (OKF), a non-profit organization founded in 2004 is the international leader in building tools and community around open material and dedicated to promoting open data and open content in all forms.

OPEN AS A MAINSTREAM GLOBAL MOVEMENT

The Open Knowledge Foundation believe that 21^th century society will be a Knowledge Society.�Information will be at the heart of everything from commerce to culture.

KNOWLEDGE SOCIETY

OPEN AS A MAINSTREAM GLOBAL MOVEMENT

Open Knowledge is empowering – it enables us to understand and change our world and our lives.

The Open Knowledge culture of collaboration, community and sharing is a better and more fulfilling way to learn, create and improve things.

WHY OPEN KNOWLEDGE

MISSION AND VALUES

We are a global movement to open up knowledge around the world and see it used and useful.

We open knowledge to empower citizens and enable fair, sustainable societies.

Our values:

• Commitment to Open Knowledge
• Respect and Tolerance
• Collaborative
• Pragmatic not fanatic
• Making & Talking
• Change-making

HOW OKF WORKS

OKF connects diverse communities, individuals and projects, around specific domains of openness and also in local groups, all with community governance.

It brings people together at events, including major international conferences, workshops and local meetups – and online.

Campaigns focus the energy of the network around specific goals and activities to achieve positive change.

OKF ACTIVITIES AND FOCUS

The network combines talking (advocacy) and making (creating software, writing handbooks, working with data and more).

We support community projects around open knowledge, amplifying their impact and providing admin and IT infrastructure to non-profit activities.

We also undertaka high impact projects to fill key gaps in the open knowledge ecosystem – often these are open source technical infrastructure and tools.

GLOBAL FUNDRAISING

The Open Knowledge Foundation and its projects have been funded with the generous support of many funders and partners, including:

CHECK (Tom):

• How is the relationship with these donors?
• Are there quotas established? What about reciprocity planning?
• Is there any fundraising guides and policies related to different kinds of donors (including personal donations and volunteering)?
• How is the fundraising relation between HQ and chapters?
• Can the global business plan be shared?
• Could Cambridge share the OKF brand strategy?

GLOBAL CONTEXT ANALYSIS

TO DEVELOP:

• OKF fundraising: analysis understanding how it could help to improve Brazilian fundraising

** The analysis depends on missing information signalized in slides above

• xxx

​

BRAZILIAN CHAPTER

The OKF Brazilian Chapter is present in Brazil since 2011. Based in São Paulo.

VISION

we want a world in which open knowledge is present everyday, both on and offline. We promote open knowledge because we believe in its capacity to generate great social benefits

Tom, acreditamos que ganhará mais força e consistência se seguir a visão e missão da OKF Global

BRAZILIAN CHAPTER

MISSION

improve society by promoting openness, transparency and accountability. (For example in areas such as corruption, school quality, etc.)

�KEY ACTIVITY TYPES

1. Operating transparency tools
2. Offering municipalities advice and training
3. Be an evangelist in promoting open knowledge – gain visibility and be in the media

​

Tom, acreditamos que ganhará mais força e consistência se seguir a visão e missão da OKF Global

Tom, em relação as atividades principais, acreditamos que vale ter a personalização local sim. Está ótimo

MAIN BRAZILIAN PROJECTS

The Brazilian community has been engaging the the Open Government Partnership activities, reporting on civil society participation and urging the government for more open participation.

The community has also begun other activities and projects:

• The local team is supporting the NGO Ação Educativa analyses open data around Brazilian education
• The team is also creating and publishing contents, guides and discussions about open knowledge.

MAIN BRAZILIAN PROJECTS

Queremos Saber: requesting public information under the Brazilian FOIA

Onde Acontece: mapping levels of criminality thru open data

Gastos Abertos (Open Spending)

Orçamento ao seu Alcance

Definição de conhecimento aberto (Open Knowledge concept)

Guia de dados abertos (open data guide)

The data hub

Desafio Dados Abertos (open data challenge)

BRAZILIAN FUNDRAISING

OKF Brazil has articulated volunteering with relevant professionals and established partnerships with important institutions such as:

Regarding financial funding, there have been some initiatives to seek donors, such as the one with Fundación Avina. The Foundation has now started to strategically plan fundraising per project..

CHECK (Tom):

• Is there any fundraising planning or only the projects designed to participate in public selections such as Avina contest?
• How is the relationship with potential donors and volunteers? Are there programs or policies?
• OKF Brazil already has donors? Who?
• Has the local plan evolved?

BRAZILIAN CONTEXT ANALYSIS

TO DEVELOP:

• OKF fundraising in Brazil: analysis of potentials and challenges

** The analysis depends on missing information signalized in slides above

• xxx

​

ONDE ACONTECE

Winner of the “Desarollando América Latina” 2012 Award, “Onde Acontece” was developed by OKF Brazil partners São Paulo Perl Mongers and OpendataBR.

It is a website that displays criminality data from the Brazilian State “Rio Grande do Sul”.

The project’s purpose is to stimulate disclosure of public data related to criminality in order to enable the comparison of different regions by analyzing criminality index.

SSP�security data

IBGE�census data, �maps �and geo �references

Data sources

+

ONDE ACONTECE

The platform facilitates access and analysis of information to anyone interested in understanding the levels of safety in distinct regions.

Brazilian citizens will be more prone to exercise their rights and influence government decisions by having access to a user friendly tool build upon reliable information. Which can be especially relevant in this historical moment of popular movements.

ONDE ACONTECE

MAIN GOALS

• Develop an user friendly online platform with open and updated data about public safety
• Increase Brazilian citizens’ consciousness about the uses of public information and open data
• Consolidate the results achieved in Rio Grande do Sul and start the São Paulo state project

ONDE ACONTECE

KEY STAKEHOLDERS

Citizens

Volunteers

Employees

Partners

Donors

Bloggers

Academy

Press

Developers communities

Data Institutes

NGOs

Government

Understanding the environment of the project

• Who is helping the project happen? Please remember to cite people and institutions
• How are these stakeholders collaborating so that Onde Acontece can achieve its goals?
• Why should these stakeholders be involved with Onde Acontece?

ONDE ACONTECE

KEY STAKEHOLDERS

Citizens

Volunteers

Employees

Partners

Donors

Bloggers

Academy

Press

Developers communities

Data Institutes

NGOs

Government

Optimizing project relationships

• How are the relationships between these people, institutions and the project?
• How can these stakeholders, together, improve Onde Acontece?
• Which are the most important relationships to establish? Why?

ONDE ACONTECE

Obtain open data of São Paulo State cities safety

Software development

Improve the “Manual de dados abertos para desenvolvedores” (open data developer manual) and the “Guia da dados abertos” (open data guide)

Mobilize and engage volunteer developers on open data programming

Develop an interface that allows open collaboration, thus adding data from other cities and states.

KEY PROJECT ACTIVITIES

The next phase will focus in the state of São Paulo. These are the activities to reach the project goals:

ONDE ACONTECE

Create and participate in events and workshops with the aim of awareness increase related to the importance of open data, information access law, data visualization and “Onde Acontece”

Engage academics in promoting the importance of open data and stimulate the use of the platform

Foster data journalism

KEY PROJECT ACTIVITIES

The next phase will focus in the state of São Paulo. These are the activities to reach the project goals:

ONDE ACONTECE

MAIN RESULTS

The pilot developed in Rio Grande do Sul won the 2012 “Desarollando América Latina” Award.

Recognized by the Government it is available (linked) in dados.gov.br/aplicativos

​

Brazilian team winner of the "Desarrollando América Latina” Award

CHECK (TOM):

• Are there other results to announce?
• Is there any indicators of citizens use of the platform?
• What are the site access statistics, user profile, searches, unique visitors?

project goals and premises

3.

ONDE ACONTECE - GOALS AND PREMISES

FUNDRAISING GOALS

• To guarantee the project’s financial sustainability
• To allow the expansion of the project to São Paulo based on improvements from the Rio Grande do Sul experience
• To increase mobilization and engagement in activities

ONDE ACONTECE - GOALS AND PREMISES

FUNDRAISING PRIORITIES

1. To guarantee the project is professionally managed
2. To establish structure for the São Paulo expansion
3. To begin a structured mobilization and engagement strategy

ONDE ACONTECE - GOALS AND PREMISES

ITEMS THAT NEED FINANCIAL RESOURCES

• Local team (employees)
• IT infrastructure
• Costs of travel and logistics to train and engage volunteers and users
• Consultancy to develop a strategy of engagement and visibility
• Communication and awareness campaign
• Administration costs

CHECK (TOM):

• Are there other kinds of cost involved? (remember that partnership and volunteers activities are resources)
• Signalize the resources that are already covered

ONDE ACONTECE - GOALS AND PREMISES

FUNDRAISING PREMISSES

CHECK (TOM):

• Are there any fundraising guides?
• What are the premises? And other rules? (Are there any kind of companies that cannot donate to OKF for ethical issues?)

project diagnosis

4.

ONDE ACONTECE - DIAGNOSIS

FUNDRAISING POTENTIAL

TOP 10 COUNTRIES BY THE NUMBER OF PEOPLE DONATING MONEY

Source: world giving index 2012 – CAF | Charities Aid Foundation ; ChildFund Brasil 2013

Brazil is highlighted in number of donators and volunteers, although not in time devoted to volunteering or the amount donated.

Annual donations for Brazilian institutions in general amount to R$ 5.2 billion.

18% of the population

ONDE ACONTECE - DIAGNOSIS

FUNDRAISING POTENTIAL

​

COMPANIES DATA?

Sponsorship?

ONDE ACONTECE - OVERVIEW

• Onde Acontece is a relevant project in this historical moment in Brazil as it is a tool that simplifies public security open data access and interpretation, facilitating citizens mobilize and influence government decisions
• Its high quality performance and usability totaled differentials that become prominent since its birth when conquest the “Desarollando América Latina” Award, in 2012.
• One reason for the highlighted quality of the project is its philosophy of open platform, coupled with partnerships between institutions and high-performance professionals
• After a year of its birth, the project faces the challenges of consolidating its actuation, looking for professionalize its management and maximize its results with the expansion to the most populous State in Brazil
• This new phase, besides strengthen the platform itself, seeks to expand the project visibility and relevance by disseminating information and stakeholders engagement
• Finally, raising funds in a structured way becomes vital for sustaining the project over time and allow its constant improvement

ONDE ACONTECE

SWOT ANALYSIS

STRENGHTS

• x

WEAKNESSES

• x

OPPORTUNITIES

• x

THREATS

• x

+

-

Internal factors

External factors

TO DEVELOP WITH OKF BRASIL

fundraising strategy

5.

DEPENDS ON THE PREVIEW MISSING INFORMATION AND ANALYSIS

fundraising tactical plan

6.

DEPENDS ON THE PREVIEW MISSING INFORMATION AND ANALYSIS

next steps

7.

NEXT STEPS

1. search for signalized missing information
2. finish context analysis
3. develop fundraising potential diagnosis
4. ideate fundraising strategy
5. create fundraising tactical plan

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