Tool 6: Developing a Resource Mobilisation Strategy

Below is the skeleton structure of a standard resource mobilisation strategy. You can
use this as a template and have the questions guide you in writing the first draft. You can delete these questions later and you can adapt the template to your needs.


Content of a Resource Mobilisation Strategy

1. Introduction

2. Mission, vision and values for resource mobilisation

3. Analysis of your resource mobilisation history

What resource mobilisation strategies have you followed up to this point and how successful were they? Include events you ran, crowdfunding campaigns, grants, or partnerships.

4. Organisational Analysis

Financial analysis:

  • Annual accounts
  • Current status: Where are you now? Who are your current supporters?

Organizational environment: 

  • Analysis of the case for support
  • Analysis of the resource mobilization climate (PESTLE)
  • Analysis of the organizational capacity (SWOT) to help you to understand what’s realistic and achievable.

Analysis of potential income streams

5. Goals and Objectives and Key Outputs

In this section, describe what resource mobilisation activities you want to deliver. How much do we want to raise over the next five years, for what purpose, through which channels, from which target group? Analyse by answering the following questions:

  • Where are we now?
  • What is the goal?
  • How much we want to raise
    • From which sources
    • Over what timeframe
    • For which purpose
  • How are we going to get there?
    • What activities do we need to reach these aims?
    • What are the resources available?
    • How much can we invest (time, money?)
    • How much time do we have to raise the money?
    • What does it entail? (Donor database, reporting, communication,…)
    • What constraints do we need to consider? (rules and regulations,…)

6. Investment Budget

Describe what resource are needed to generate your target income.

  • How much can you afford to spend on resource mobilization?
  • What type of resource mobilisation gives you the return on investment you want to see?
  • How long will it take you to reach the goal?

7. Monitoring Framework

Lay out here what methods you will use to decide whether each resource mobilisation approach is effective. Who will be responsible for developing the review criteria and making the review happen?

8. Annual Action Plan

Create a timeline including responsibilities for specific work periods so that you can regularly check whether things are on the right track.

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