Course Details

    1. What Is Resource Allocation?

    2. The 3 Buckets of Resource Allocation

    3. The 3 Buckets Applied

    4. Activity: Calculate Your Initial Resource Allocation

    1. Resourcing Your Revenue Bucket

    2. 3 Questions to Assess Your Resource Allocation

    3. Activity: Refining Your Revenue Resource Allocation

    1. The Value and Cost of Revenue Generation

    2. Align Costs with the 3 Buckets

    3. Activity: Calculate Your Resource Allocation

About this course

  • 10 lessons
  • Self-paced
  • Any device, anywhere

What you'll walk away with

By the end of the course you will have achieved the following milestones:

  • Resource allocation per function

    Understand the percentage of your total funds allocated for each function

  • Dedicated owner for each revenue stream

    Assess whether you have the right amount of human resources allocated to each revenue stream

  • Resource management tool

    Make smart choices about where to invest more or cut back, ensuring every dollar works hard for your mission

Resource Allocation is the fourth course in the Revenue Essentials bundle. It will help you strategically allocate human and financial resources to support revenue generating activities.

It addresses the fourth building block of the Revenue Capacity Framework. 

What you'll learn

COURSE OUTCOMES

1. Classify human and financial resources by function
 Recognize that every dollar your nonprofit receives is divided into one of three functions:
  • Understand which roles and activities typically belong to each function 
  • Calculate your current and desired percentage of total funds allocated to each function 
2. Define human resources by revenue stream
 Evaluate whether each revenue stream is appropriately staffed:
  • Explore three critical questions to assess your resource allocation for each revenue stream
  • Brainstorm what you should start, stop, or consider adjusting within each revenue stream
  • Define a dedicated owner for each revenue stream 
3. Create an ongoing resource management tool
 Create a resource management tool that allows you track how you are doing against your initial targets, and make adjustments as necessary: 
  • Assess the distribution of resources to effectively achieve your mission 
  • Balance resources across all functions to maintain sustainability
  • Streamline your budgeting process

Get ready to create a resource management tool!

Here's what you can prepare to make the most of your learning experience

  • Your current org chart with all roles

  • Access to salaries & statement of activities (we'll offer tips for estimating if you don't have access to these documents)

  • Familiarity with your current and future revenue model

Start learning now

Revenue is the fuel that makes your organization's great work possible

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Take the bundle

Dive deeper with the full Revenue Essentials curriculum and save $146!