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partnerships:azp:case [2017/06/12 10:20] (current)
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 +Case study
 +==========
 +
 +One way to clarify the initial vision of a Development Trust is for
 +those involved in the early stages to attempt to produce a case study of
 +the trust as they envisage it in five years time. The headings and notes
 +here provide a framework.
 +
 +### Name
 +
 +The formal name of the organisation.
 +
 +### Address
 +
 +Where the organisation operates from.
 +
 +### Staff
 +
 +The full-time and part-time staff and secondees, plus consultants if
 +these provide substantial services.
 +
 +### Area of operation
 +
 +The geographic area covered by the organisation.
 +
 +### Date of formation
 +
 +When the organisation was formally incorporated or started operation.
 +
 +### Legal status
 +
 +For example, company limited by guarantee with charitable status, and
 +whether there are any associated organisations (e.g. a trading company).
 +
 +### Management structure
 +
 +For example, council, executive, Board, management committee, the
 +responsibilities of these, and how they are appointed or elected.
 +Whether there are any sub-committees and working groups.
 +
 +### Sources of funds for projects and core costs
 +
 +For example, grants, donations, membership fees, income from trading or
 +property.
 +
 +### Turnover
 +
 +The gross annual income of the organisation.
 +
 +### Membership (number and types)
 +
 +The formal members of the company (if applicable),​ or other types of
 +membership.
 +
 +### Aims and objectives
 +
 +The aims and objectives of the organisation included in its promotional
 +materials and/or memorandum and articles. The mission statement, if one
 +has been developed.
 +
 +### Outcome measures
 +
 +The measurable criteria against which the trust judges whether it is
 +succeeding or failing.
 +
 +### Summary of major achievement
 +
 +Specific examples of the way in which the organisation is fulfilling its
 +objectives - for example, major projects.
 +
 +### Product and services offered
 +
 +What services the organisation offers to its members and to others, for
 +example, publications,​ advisory services, project management.
 +
 +### Methods and activities
 +
 +Any other ways in which the organisation fulfills its objectives, for
 +example, lobbying.
 +
 +### Relationship with other organisations
 +
 +How the organisation relates to other organisations,​ for example,
 +whether they are represented on its committees, or whether it undertakes
 +joint projects. © David Wilcox <​david@partnerships.org.uk>​. Tel +44
 +(0)1273 677377. Fax: +44 (0)1273 677379. These information sheets may be
 +freely distributed with this attribution,​ but not republished as a
 +whole. [Partnerships Online](../​index) : [The Guide to Development
 +Trusts and Partnerships](../​pguide/​index):​ [other
 +sheets](../​pguide/​sheets)
 +
  
partnerships/azp/case.txt · Last modified: 2017/06/12 10:20 (external edit)