About this session

There are many suppliers and software packages available to the sector designed to meet the key requirements for managing relationships with beneficiaries, members and other types of contact, but how do you choose the system that best supports grant-making activities? Many systems include modules that provide additional capabilities to support grant administration but organisations are increasingly looking for systems that meet more complex requirements around grant programmes and partnership working, impact reporting, loans and social investment.

Hear from Adapta’s Libby Hare and Mark Luckins in this live webinar and Q&A session as we look at the choices and challenges in selecting software to manage grants to other organisations and individuals.

What you will get from this session

• Attendees will have an overview of the range of activities to be supported and the systems that generally have the breadth and depth to effectively provide the functionality required.
• Attendees start to consider technology developments, and particularly use of AI, that could impact on their grant-making activities and choices in the future.

The programme

2.00pm    Welcome and overview of the session.

2.10pm    A brief overview of the systems that are available to meet the complex needs of grant making and potential use of artificial intelligence (AI) and its impact in the future.

2.40pm   30 minute: Open Q&A.

3.10pm   Summary and close.

About the Panel

Mark Luckins, Senior Consultant, Adapta Consulting

Mark advises senior leadership teams to help them navigate the world of digital technology. He helps charities and third sector organisations determine the right digital, data and technology strategies to enable their mission. In his career, Mark has held various technology leadership roles and had achieved numerous certifications (ITIL, CISSP, PRINCE2, MCSE); academically, he holds a degree in "Operations Research" (better known today as 'data science'). Mark has worked in large international charities (Plan International); the public sector (Houses of Parliament); small international charities (Marine Stewardship Council); UK charities (Crisis) and the education sector (ICAN). He has delivered major multi-million projects (CRM, website and data architecture) as well as smaller projects; and he is regularly involved in innovation and helping to save money and reduce overheads. He prides himself on providing commercially realistic, rightsized advice appropriate to the maturity of the organisation.

Libby Hare, Partner, Adapta Consulting

Libby specialises in helping organisations with project governance and programmes of change. She has a post-graduate diploma in voluntary sector management from Cass Business School, is a PRINCE2 project management practitioner, an MSP (managing successful programmes) practitioner and an Agile Project Management practitioner. She develops strategies and business cases, leads on project governance, coaches and mentors project managers and teams, and provides quality assurance and project reviews. Libby helps organisations achieve successful IT projects with activities such as business processes analysis, requirements identification, software selection and implementation. She works with organisations to achieve efficiencies and improvements in operational areas. She has worked with a wide range of clients including British Horse Society, Christian Aid, Crisis, Enham Trust, the Football Foundation, I CAN, RNLI, Sue Ryder Care, the Vegan Society, WAGGGS, Womankind and World Animal Protection. Libby is a member of the British Computer Society, The Chartered Institute for IT, and formerly was an advisor to the third sector project management forum.

Virtual Zoom event - 14.00-15.15.,