Heritage business planning for the real world

Heritage business planning for the real world

Categories: Funding,

28 April 2021 | 09:30am – 12.30pm

Delivered through the medium of English

Catalyst Cymru logoHeritage Fund logo


How do you show potential supporters, stakeholders and yourself, that you can really deliver your ambitions?

Whether you are launching a new project or want to show that your organisation is fit for purpose, then you will need to create a clear plan. This half day session will give you the tools and inspiration and structure to write that compelling plan.


You know why your organisation is fantastic and you are passionate about its potential – but can you persuade others and prove it? This very practical session will walk you through the key processes that you will have to undertake to create a useful business plan for your organisation or project.  We will help you to identify the resources that you will need to create a clear plan that is useful for you and your organisation and builds confidence amongst your supporters

Learning outcomes

  • Understanding of the role of a business plan in organisational development
  • Understanding of how to construct a plan that is useful and effective for you
  • Key knowledge needed to develop your own planning process

Who the course is for?

Trustees, staff or volunteers who are responsible for leading heritage organisations or projects.

About the trainer

Richard is the Founder of the Funding Centre, consultants to the Third Sector.

Richard has decades of experience as a fundraiser for projects in the UK and internationally. Richard is well known in the Heritage Sector in Wales and has held roles as Development Director of the National Museum Wales and the Wales Millennium Centre and has continued to work in the Heritage sector supporting museums, libraries and environmental organisations to improve their effectiveness.


This free training is funded through our Catalyst Cymru project and is specifically for Heritage Organisations in Wales with charitable purposes covering one or more of the following areas: Buildings and Monuments; Community Heritage; Cultures and Memories Land and Natural Heritage; Industrial, Maritime and Transport; Museums, Libraries, Archives and Collection. Training places are limited to one person/ organisation.

If tickets have sold out email training@wcva.cymru to be added to the reserve list.