Year 3 Arts Fundraising & Philanthropy- Evaluation Tender Brief
Introduction
The Arts Fundraising and Philanthropy Programme is a 3 year (2013-16) national
collaborative programme of training, traineeships, coaching, digital skills and
innovative practice. The programme aims to both improve the perceptions of the arts
as a charitable cause and professionalise fundraising within the sector, with a key
aim of encouraging more entrepreneurial practice.
Working with trustee boards, CEOs, senior managers and emerging talent the
programme seeks to inspire, coach and resource entrepreneurial leaders within the
sector and ensure the training and development of a professional arts fundraising
workforce.
The programme is delivered by a consortium including the University of Leeds and
leading arts, training and fundraising organisations working in partnership with ACE
National Portfolio Organisations (NPOs) and the wider arts sector.
The University of Leeds has been evaluating the Arts Fundraising & Philanthropy
Programme since its inception. A copy of the Executive Summary of the Year 1
Evaluation, can be found here: http://artsfundraising.org.uk/evaluation/
Due to reduced capacity within the Evaluation Team, we are now tendering for an
individual/team to support the delivery of the final year of evaluation fieldwork.
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Arts Fundraising and Philanthropy Programme Evaluation
The Evaluation Team at the University of Leeds includes:
Lead investigator: Dr Ben Walmsley, School of Performance and Cultural Industries
Co-Investigator: Dr James Stark, Arts Engaged Fellow, Faculty of Arts
Evaluation Project Manager: Liz Harrop, Cultural & Creative Industries Exchange
The team is responsible for evaluating the experience, management and
effectiveness of the 3 year funded national programme. http://artsfundraising.org.uk/
The research team work with a range of professionals, trustees and new graduates
based within arts and cultural organizations to ensure a 360 degree impression of the
outcomes and impact of the programme is gathered from all stakeholders.
The team is also supported by consortium partnership lead Sue Hayton, Business
Development Manager Cultural & Creative Industries Exchange and lead
educationalist Professor David Platten, Pro-Dean Faculty of Arts, University of Leeds,
whose roles are to inform development of the programme, ensure clear
communication with consortium partners, coherence of the learner journey and
establishment of Quality Assurance standards.
The programme evaluation is being delivered against an evaluation strategy agreed
with all programme consortium partners and takes a formative and summative
approach to provide:
•
Data and analysis on the efficacy of the programme to inform ongoing
planning/delivery;
•
Annual summaries of outcomes/outputs to inform policy and practice
The evaluation examines:
•
The experience, development and progress of individual learners,
organisations and cultural shift within the sector over the period of the programme
delivery. In particular it assesses impact against the following ACE criteria
•
Ensure more income is generated for the arts from private giving and
businesses
•
Develop the skills of individuals and organisations seeking to fundraise from
the private sector
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•
Achieve a demonstrable change in the professionalism of the arts fundraising
sector by building on existing best practice across the whole charity fundraising
sector from the UK and further afield, and sharing that best practice widely
•
Build a peer-to-peer leadership community which positions arts fundraising as
a competitive, desirable and progressive career and which retains, develops and
widens the talent pool
•
Ensure that arts organisations better address the needs of current and
prospective donors, as well as attracting first-time givers to the arts
•
Develop an enterprising culture in which fundraising is placed at the heart of
an arts organisation's business model and ethos, enabling organisations to better
integrate their fundraising work with their artistic ambitions and their audience
development activity and, by so doing, helping organisations better understand and
articulate their case for support
•
Maximise learning through knowledge exchange, resources and thought
leadership
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Delivery
We would like to commission an individual/team to provide research assistance to
the University of Leeds Evaluation Team which would include:
Fieldwork conducting individual in- depth interviews, participant observation and
focus groups with a sample of project participants as detailed below:
Fieldwork Activity
Organisational case study
interviews
Location
Organisation 1
(Leeds)
Organisation 2
(London)
Organisation 3
Training Sessions
(Bristol)
London/Manchester
Notes
4 x in-depth interviews up
to 45 minutes each
4 x in-depth interviews up
to 45 minutes each
4 x in-depth interviews up
to 45 minutes each
2x 1 day courses
Participant Observation
National Training
programme participant
focus groups
National Training
programme trainer focus
group/interviews
London/Manchester
2x focus groups 5-8
participants
Skype/telephone
Summer School
Participant observation
Leeds
1 x focus group 4
participants or 4x
telephone interviews
dependent upon
availability
Up to 3 days participant
observation fieldwork at
University of Leeds
Summer School
Digital Learning
Programme interviews
This fieldwork must take
place between 16-21
August 2015
Skype/telephone
2Xtelephone interviews
programme manager and
Culture Hive/Culture Pro
evaluator
In addition to fieldwork the contract would also include
Desk based work collating data, conducting primary data analysis and producing
findings reports from fieldwork.
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Desk based work collating quantitative data from training evaluation questionnaires
and producing summary findings report
Desk based analysis of quantitative and qualitative questionnaires from Digital
Learning programme and producing summary findings report
Attending and reporting to scheduled project management meetings
Outputs
Observations and Data
3x 1 page summary ‘on the day’ field notes from each of the organisational case
study interview days summarising key points/observations from the interviews
12x interview audio files from organisational case study participants [audio
transcription services will be provided by University of Leeds]
2x field notes document from participant observation sessions
2x audio files from national training programme participant focus groups [audio
transcription services will be provided by University of Leeds]
Up to 4x audio files from national training programme trainer focus group/interviews
[audio transcription services will be provided by University of Leeds]
Field notes from up to 3 days participant observation at University of Leeds Summer
School taking place between 16-21 August 2015 [one of the 3 days must include
21st August]
2x Audio files from Digital Learning Programme interviews [audio transcription
services will be provided by University of Leeds]
Analysis and reporting
1 x Organisational case study report including findings from:


narrative analysis for each of the groups of organisational case study
interviews
thematic meta-analysis across all 4 of the organisational case studies
1x National Training programme report including findings from:


Narrative analysis of national training programme participant observation
Narrative analysis of national training programme participant focus groups
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

Narrative analysis of national training programme trainer focus
group/interviews
Collation and quantitative analysis of national training programme training
questionnaires
1x Leeds Summer School report including findings from:


Narrative analysis of Leeds Summer School participant observation
Collation and quantitative analysis of Leeds Summer School evaluation
questionnaires
1x Digital Learning Programme Report including findings from

Collation and quantitative analysis of Digital Learning Programme
questionnaires
Timetable and Budget
24 June 2015
Publication of Invitation to tender
6 July 2015
Deadline for proposal submissions.
13 July 2015
Interviews
20 July 2015
Work begins – initial meeting with CCI Exchange
to agree final activity and timeline.
20 July-30 November 2015
Field work and analysis including up to 3 days at
University of Leeds Summer school 16-21 August
[this must include 21st August]
30 October 2015
Organisational case study report and feedback to
Evaluation Team
29 January 2016
National training programme report and feedback
to Evaluation Team.
A maximum fee of £8000 (plus VAT) is available for this project plus expenses to
attend meetings and conduct fieldwork where necessary to be agreed in advance.
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Submission
By 5.00pm 6 July 2015, please provide a brief written submission that would include:
1. An outline of number of days and your approach to delivery of the above tasks
using examples from previous projects you have worked on. Please note the
timetable set out above and the available budget, neither of which are negotiable.
2. A statement setting out your experience and skills in relation to the list of
requirements below.
3. If you are working alone, a full CV. If you are working with others, the CV of the
team leader and short biographies of other team members with an explanation of
your respective roles.
4. A full budget breakdown, which includes the daily rates for all members of the
team and any other expenses that need to be included as well as the fees (please
note if you are eligible for VAT, please include these costings in your submitted
budget).
5. The contact details of two previous clients, with the name of the project on which
you worked with them.
6. A copy of two previous pieces of work. Please attach full and final reports only.
The successful consultant(s) will need to provide evidence of:

Knowledge and experience of undertaking similar pieces of work

An ability to collate and analyse a range of project information

Experience of conducting qualitative in-depth interviews and focus groups

Experience of analysing quantitative and qualitative data.

An ability to produce clear, well written reports

Knowledge and experience of working with arts organisations and of fundraising
practice in the arts in England
Please submit your proposal in a single PDF to Liz Harrop e.j.harrop@leeds.ac.uk
Questions
If you would like any clarification on this call for submissions, please contact Liz
Harrop e.j.harrop@leeds.ac.uk
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