POSITION DESCRIPTION POSITION Regular Giving Lead LOCATION Alexandria SALARY SCALE ACBC Grade 5 REPORTS TO Manager, Fundraising AWARD SCHADS FULL/PART TIME Full Time HOURS PER WEEK 37.5 AUTHORISED BY CEO DATE ISSUED April 2016 Organisational Environment Caritas Australia (CA) is the Catholic Agency for international humanitarian relief and development in Australia. Through effective relationships with the Church, partners and communities in Africa, Asia, Latin America, the Pacific and Australia, Caritas Australia helps to end poverty, promote justice and uphold dignity. Our programs promote the good of every person and of the whole person, regardless of people s religious, political or cultural beliefs. We envisage a world in which children, women and men most vulnerable to extreme poverty and injustice are agents of their own change and architects of their own development. Position Impact The Regular Giving Lead delivers the CA s Mission through the priority areas of regular giving and direct Marketing. The Regular Giving portfolio includes developing effective approaches to recruiting, retaining and developing our Supporters through new and existing retention and Direct Marketing methodologies. The role will meaningfully impact CA by enhancing the Supporter experience in the Direct Marketing channels, maximising the Supporter s lifetime value to the Agency. This role contributes to the Agency s Sustainability strategies and the strategic objective of decreasing CA s reliance on government funding. This role will also oversee the day to day outcomes of a robust Regular Giving Strategy backed by an investment plan. Direct reports include: Regular Giving Coordinator Financially the role is responsible for income generation of $9.4 million through the Regular Giving Strategy and Direct Marketing. Primary Objectives /Job Environment Lead drive and implement the Regular Giving team s promotion of Caritas Australia s Mission through: Highly effective collaboration with the Fundraising, Supporter Services and Content and Digital teams to execute direct Marketing channels that stimulate and mobilise the Catholic and wider-australian community into awareness, action and giving that is strongly Issued: June 2016 Page: 1 of 6
supportive of CA s Mission. Optimise and deliver the Regular Giving Strategy, which is half way through a 5 year invested growth phase. Optimise Regular Giving and Direct Marketing strategic opportunities that consistently improve supporter acquisition and retention rates, supporter lifetime value and a greater return on investment for CA in the long term. Maximise short, medium and long term net-income streams from Regular Giving and Direct Marketing initiatives. Major Accountabilities Provide inspirational oversight, coordination, monitoring and evaluation of Regular Giving and Direct Marketing for CA. Develop and optimise strategies and operational plans for the acquisition and cultivation of individual supporters to Caritas Australia ensuring seamless transition from initial recruitment through to on-going tailored communication and retention programs to deliver on the KPI s of the Regular Giving Strategic Investment. Manage a budget of over $9M income to ensure that donations are generated cost effectively, ensuring funds are used to maximum profitability. Maintain focus on continuous improvements and enhancements to our Regular Giving and Direct Marketing strategies through monitoring trends, donor research, data analysis, profiling and interpretation, sourcing expertise such as CA s Business Intelligence Analyst and external Agencies. Build trustful relationships to inspire direct report to effectively collaborate, lead and manage self, team and achievement of outcomes; working with direct report to develop and implement their portfolio. Ensure team motivation and effect high level outcomes by developing methods for collaborative team engagement that overcome the challenges of dependent relationships with other Engagement and Sustainability (E&S) and CA teams. Collaborate with and support the Philanthropy team to optimise the number and value of bequests through managing central campaigns and Direct Marketing approaches to current and potential Supporters. Collaborate with Community Fundraising to deliver the Project Compassion Autumn Appeal. Actively engage with Digital and E&S teams from concept to execution in the development of seamless integrated approaches to CA s Customer/Supporter journey. Be the technical lead for key projects and CA initiatives for example, support and advise the Community Engagement team in generating new Supporters or other teams who may require advice with a Direct Marketing activity. Coordinate compliance and reporting, including data management and integrity, for all Regular Giving and Direct Marketing activities. Build and maintain effective relationships and cost management practices with suppliers to ensure highest quality services are provided by suppliers to CA. Apply effective stewardship and management practices by managing and monitoring the Regular Giving budget. Support CA and the Leadership Team through self and team mobilisation during Humanitarian Emergencies. Ensure the Regular Giving team apply with integrity CA s Code of Conduct, Policies, Procedures and Guidelines. Issued: June 2016 Page: 2 of 6
Key Working Communications Internal Manager, Fundraising; and Fundraising team Manager, Supporter Services; and Supporter Services team CE Team Digital and Content Strategist Lead External Vendors and Suppliers Decision Making/Reasoning Decision making in regards to team operational plans, setting standards and objectives and KPIs will be made in consultation with the Head of Engagement. The Regular Giving Lead is responsible for decisions in relation to: Direction in the development of external relationships. All decision making is in accordance with parameters set out in:- Caritas Australia Strategic Directions 2013 2018, Caritas Australia s Agency Operational Plan (AOP), Principles of Catholic Social Teachings, Relevant ACBC and Agency policies, guidelines and codes of practice applicable to the sector. Knowledge, Skills and Experience (selection criteria) The successful candidate will demonstrate and provide examples from their professional experience of the following essential skills: Essential Minimum 5 years demonstrated experience in building and implementing successful regular giving/direct Marketing strategies and programmes preferably from services industry environments. Extensive experience of being responsible for devising, implementing and managing multimillion dollar income and expenditure budget that includes experience devising and implementing major campaigns to mass audience. Minimum 3 years proven experience in a supervisory role, inspiring, growing, managing, mentoring and developing a team within service environments. Proven ability in developing excellent customer relationships through the effective use of technologies. Demonstrates how working with key team members and stakeholders, internal and external, has contributed to improved outcomes and trustful relationships. Practical approach to team building and growth with a can do attitude; able to inspire and collaboratively facilitate cross-group initiatives. Extensive experience in concurrently managing projects, and business as usual activities. Proven applied knowledge in the use of analytics, data and databases for Regular Giving and Direct Marketing purposes. An understanding of and willingness to work within the Catholic ethos. Desirable Issued: June 2016 Page: 3 of 6
Relevant degree qualifications in Marketing or similar, and or post-graduate qualifications. Familiarity with the Catholic sector. Familiarity with faith based Not-For-Profit strengths and opportunities in respect to developing community awareness and actions that are supportive of Mission. Familiarity with the Australian Council for International Development (ACFID) Code of Conduct. Risk and Work Health and Safety The incumbent must: Observe safe work practices in accordance with training and instruction given and report any risk to your immediate supervisor. Risks arising in the workplace may be financial, site, task or person specific or related to safety. Promote and implement work health and safety and risk mitigation processes within your workgroup. Comply with ACBC Corporate Work Health and Safety practices. Identify, report and where appropriate, action risks/hazards in order to eliminate or mitigate against the risk recurring. Participate in the consultative processes provided by the organisation. Additional Information The successful candidate must have and maintain the right to work in Australia. Ongoing appointment to this position is dependent upon successful completion of a relevant Criminal History Record Check. Adherence to Caritas Australia guidelines, policies and procedures is required. Awareness of EEO and Equity issues in international development as well as Caritas Australia. Commitment to participate in initiatives that foster workplace relations (e.g. Performance Development Reviews, KPIs, staff meetings). Focus Competencies Integrity Behaves Ethically and Professionally: Champions and acts as an advocate for the highest standards of ethical and professional standards. Creativity Develops new and unique ideas; sees old problems in new ways; generates workable and useful solutions to difficult problems. Learning Agility Seeks out and rapidly picks up new ideas, knowledge and techniques and quickly sees broader applications; acts to facilitate adoption of productive new technology; and disciplines self to stay on top of and self-sufficient with new technology in the workplace. Analysis Evaluation Reasoning: Goes beyond analysing factual information to develop a conceptual understanding and meaning from information; create new insights or levels of understanding. Problem solving and decision-making Issued: June 2016 Page: 4 of 6
Mathematical and Financial Reasoning: Understands advanced statistical techniques; tracks multiple lines of income and understands impact of decisions on budget. Judgement Problem-solving: Rigorously frames problems before trying to solve them; breaks down problems and identifies al of their facets; utilises available resources (people, $, equipment) and analytical thinking to resolve problems at a team level and makes decisions with a values based approach. Accountability Deliver Results: Ensure business goals are clear, how success will be measured and have contingency provisions; carefully monitor actuals and adjust budgets; and operates with transparency. Communication Listen and Understand: Establish a culture aligned with the Agency, where systems and practices facilitate information sharing and communication; create opportunities for all to contribute, demonstrating high level listening skills by responding graciously and openly to interactions. Collaborative Relationships Working Relationships: Encourages and supports cooperative working relationships between peers and across teams; ensure systems and processes have built in consideration for others when work flows interlink. Demonstrates comfort in facilitating relationship building between staff and stakeholders of diverse backgrounds and experiences. Strategic Agility Stakeholder Focus: Develops practices and processes that support a resolutely stakeholder focussed culture; recognises and acts to maximise outstanding stakeholder experiences, anticipates, prevents or mitigates adverse stakeholder experiences. Issued: June 2016 Page: 5 of 6
Position Description Reviewed and Approved Supervisor/Manager: (Print Name) Date: Signature Head of Human Resources: John Alexander Date: Signature Acknowledgement and Acceptance I, the undersigned, as the incumbent of this position, confirm I have read the Position Description understand its content and agree to be employed in accordance with the requirements as detailed in this position description. I acknowledge the Position Description provides a general overview of the key responsibilities of this position and that I may be required to perform other duties within the scope of my ability that are necessary to fulfil the objectives of the role. Occupant: (Print name) Date: Signature Date: Revision History: Issued: June 2016 Page: 6 of 6