Surplus for Purpose (Melbourne) Immersive Workshop

The Imperative for Change

The not for profit and charities sector continues to struggle with generating sufficient surpluses to sustain its activities and meet accelerating demand.

Based on our analysis of ACNC financial statements, 30% of operating NFPs (as opposed to foundations and trusts) failed to return any operating surplus. While 41% returned an operating surplus less than 5% of revenues and 52% returned a surplus less than 10% of revenues.

With declining donors, a skewed donation base, a downward trend in government funding, increasing demand, and worsening economic conditions, insufficient surplus is leaving most NFPs vulnerable to funding policy and cost disruptions.

With 38% of operting NFPs vulnerable to cost and funding disruptions.

ACNC Financial Statement Analysis and Workshop Foundations

To understand and address these challenges, we completed a comprehensive statistical analysis of the approximately 60,000 financial statements lodged with the ACNC.

Based on this analysis, and our previous engagements in the NFP sector, we have developed a two-day workshop to deliver a comprehensive set of frameworks, tools, diagnostics, and financial and operational benchmarks to drive funding resilience and systemic impact.

A Workshop in Funding Resilience and Systemic Impact

1. Big Picture and the Imperative for Change. Economic context, trends in demand and funding, sector trends and uncertainties.

2. Drivers of Change. Introduction to the drivers of change in the NFP sector and understanding organisational DNA.

3. Benchmarking Tables. Detailed operational and financial benchmarks, by NFP type.

4. Surplus and NFP Viability. Understanding the drivers of NFP surplus and viability.

5. Mission Growth and Scale. Defining optimal mission and developing and assessing strategies for scale and growth.

6. Funding the Organisation. The science of giving. Pricing strategies to maximise revenues and surplus. Pricing strategies to maximise success of tenders and funding proposals. Maximising cost recovery and reframing the 'overhead' narrative.

7. Scenario Mapping and Managing Strategic Risk. Creating organisational and sector scenarios for strategic planning, systemic impact, and funding resilience.

8. Managing for Purpose. Beyond weak and undifferentiating mission/vision/purpose statements. Developing a culture of outcomes and purpose.

Workshop Overiew Download

Join us at our public workshop or contact us for a custom in-house workshop as part of your 2024/2025 strategy planning.

Host or Publisher Inovyse Consulting