Norfolk community Foundation 

Case Study

Who are Norfolk Community Foundation?

Norfolk Community Foundation (NCF) is part of a worldwide charitable network of community foundations. Its aim is to build a stronger community in Norfolk by making it easier to give to address the real needs that exist in our communities.

In 2013 it managed over 100 donor directed funds which it administered on behalf of organisations and individuals and distributed over £4.3 million to 500 charities and community groups – helping to make Norfolk a better place for everyone.

The Brief

NCF asked Ian Hacon of Yellow Brick Road to facilitate their Annual Trustee Awayday. Ian met with Graham Tuttle the Chief Executive and Anna Douglas, the Development and Marketing Manager, to agree the brief which was to facilitate and challenge and make sure that outcomes were focussed. Including the 4 staff, 16 delegates were expected, the rest all being Trustees.

About to celebrate its 10th year, the foundation has grown to be one of the most successful in the country. The organisation faces some great opportunities and also some complex challenges in the next 3-5 years.

Planning

During the planning process we identified the things that needed to be covered and structured them in a way that met the needs of the organisation, but clearly focused on what were Strategic, Tactical and Operational.  We produced Agendas and running orders based on the Foundations list of points to be covered.

NCF had booked the venue (the Fabulous Café Britannia), so we did a recce in advance of the day to make sure the rooms worked.

Execution

We arrived well before any delegates to make sure everything was set up OK. After an introduction from the Chairman of the Trustees, Charles Barratt, who clearly articulated what the purpose of the Foundation was, Ian then set the scene for the day by exploring what purpose meant and how important it was for any organisation, including a video and short exercise. This set delegate up with the right focus for the day. After a sumptuous lunch we then went onto explore the various agenda points, starting with an overview of the current Business Plan delivered by Graham Tuttle. Ian chaired the discussions and tried to get the right balance between allowing debate to flow and keeping to time. Every agenda point resulted in at least one action, outcome or agreement. The meeting concluded around 15 minutes ahead of schedule.

Speaking about the event after Graham Tuttle said “I would happily endorse Ian’s work as a consultant. Norfolk Community Foundation appointed Ian to run our 2014 trustee Away Day. Ian’s preparation was faultless and his style engaging and as a result we had the best Away Day since I joined 6 years ago. The debates were well managed and importantly we made decisions for the future which we captured and will allow us to move forward. 2015 will be a tough year for the sector but I feel Ian has helped us position ourselves for it.”

As part of our values, NCF were also able to benefit from our 20% fee reduction to all charities.

Ian Hacon

Founder, Yellow Brick Road