How to be an effective client


This showcase is packed full of invaluable tips and advice from those in the know. This is a place where fundraisers can learn how to be a good client and ensure that not so much as a penny of donor’s faithfully given money is wasted.


The 10 pillars of great relationships between charities and consultants

by John Lepp

A great addition to SOFII’s showcase on how to be an effective client, John Lepp’s 10 pillars of great relationships.

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It’s hard work being a client these days. Part 1.

by Andrew Papworth

A brand book is possibly the most important document that you could have if you really want to be an effective client and get the best from your suppliers Andrew Papworth explains why it is so important and how to go about the daunting task – and make no mistake it is – of preparing one. With his guidance it will be made easier.

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Working with suppliers, part one

by George Smith

A more serious article than ‘So you seriously want to be a client?. George says that if we really want to be creative in fundraising we have to know how to get help from suppliers.

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How to be an effective client.

by Ken Burnett

SOFII’s founder and trustee, Ken Burnett, introduces our newest showcase and explains why he thinks it’s not just important but critical, that fundraisers have a place to go where they can learn how to be an effective client. The reason for this? To ensure that not so much as a penny of donor’s faithfully given money is wasted. SOFII can be that place.

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Have I told you lately that I love you? Part one

by Derek Humphries

In this two-part article, Derek Humphries offers some really valuable advice on how to develop the relationship with your agency in all its stages, from initial courtship all the way through to an amicable divorce at the end of the project. And he tackles the issue of pre-nuptial agreements, what to do if it all goes wrong and, just as importantly, what to do if it all goes right…

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Have I told you lately that I love you? Part two

by Derek Humphries

 

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So you seriously want to be a client?

by George Smith

This playful piece from George Smith flips the traditional view of the client/agency relationship on its head and explores how things might look if charities had to do the pitching to become an agency’s client. 

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Top tips to get the best from your agency - part 1

by Gill McLellan

With experience on both sides of the charity/agency divide, Gill McLennan shares her insight into how the best relationships are managed and has some un-missable tips on how to get the most from your agency, as well as your colleagues, to ensure your project is the best it can be. Read parts 2 and 3.

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Top tips to get the best from your agency - part 2

by Gill McLellan

 

How to be an effective client
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Top tips to get the best from your agency - part 3

by Gill McLellan

 

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Thank you

SOFII gratefully acknowledges the generous and catalytic support of the Joffe Foundation, UK, which has made possible SOFII's growth and development to date.

'My Trust is delighted with its investment in SOFII. We are very pleased that we have been able to be of assistance in the launch of this important initiative.'
Lord Joel Joffe.

About SOFII

SOFII is supervised by The SOFII Foundation, a registered charity in the UK, No 1124743.

SOFII’s development director is Sue Kershaw. She can be reached at sue@sofii.org

'We love SOFII. Next year we hope to help again.' 
Lynne, HMA, Vancouver.

© The SOFII Foundation 2010. http://www.sofii.org.

 

 

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