Booking for this event is now closed. If you wish to attend please contact the IDPE office on 01225 829030.

Managing up: getting your Board on board old version

Date 2019-11-28
Time 10:00 to 16:00 
LocationCaledonian Club
9 Halkin St
Cost £195
Further information

The main focus for development is undoubtedly engagement with external stakeholders – alumni, parents and the wider school community. Yet senior internal stakeholders – governors, senior leadership and others – are critical to long-term success. How canyou strengthen your relationships with your governing body and head and improve their understanding of development? How can you work with them to deliver brilliant results? And how can you ensure your senior leaders become your greatest champions?


Why should you attend?

In last year’s membership survey, one of the greatest challenges cited by members was lack of understanding and managing the expectations of senior leadership teams. This workshop will focus on how best to manage the relationship between senior leadership, governors and heads to ensure that you are working with them to achieve fundraising success.

Who should attend?

Suitable for development professionals wanting to strengthen their relationships with their senior leadership team or for heads, bursars and governors wanting to improve their understanding of how to get the best from a new development team.

Workshop programme

This workshop will explore:

  • Influence – who is integral to your fundraising success, the governing body? the head? the campaign committee? And what do they need to know if you want their support?
  • Project management – planning is not just about having a fundraising strategy in place, it’s also planning what tactics you will use to achieve buy in from relevant stakeholders. What practical steps can you take to manage upwards for best effect?
  • Monitoring and reporting – governing bodies are not just responsible for the total money raised but also how the funds are raised. What are the responsibilities of your governing body from a development perspective? And what information should you share with them?
  • Collaborate – discuss the challenges you face working with your senior leadership team and find ways to overcome these with the speakers and your peers.
See the draft programme for more information.

Susie Baker, Director of Waynflete Office, Magdalen College School
Susie is Director of the Waynflete Office at Magdalen College School, where she is responsible for fundraising, alumni relations and a range of stakeholder activities. Prior to joining the school, Susie worked in higher education in communications and marketing roles, most recently as Director of Communications at Oxford Brookes University, and before that at Cambridge University. She has worked closely with six Vice-Chancellors and two school heads and seen a wide variety of leadership and governance approaches.

Louise Bennett, Deputy CEO, IDPE

Marc Whitmore, Partner at More Partnership
Marc has 19 years of fundraising experience and his recent work includes leading the firm’s multi-year support for the year support for the University of Helsinki to quadruple its fundraising performance to €100M, designing and delivering training for the central fundraising team at the University of Oxford, and feasibility studies for both the Design Museum and the City of Birmingham Symphony Orchestra.

£195 - IDPE members
£290 - non-members and corporate partners



Booking Terms and Conditions

All cancellations must be received in writing and emailed to Cancellations received at least three weeks before the workshop date will receive a full refund. No refund will be made for cancellations received within three weeks of the workshop date. Any costs incurred from online payment will not be refunded.

Please be advised that a professional development event may be cancelled in exceptional circumstances. All delegates will be notified of any event cancellation no less than four weeks before the event date. When cancelling an event with more than four weeks notice, IDPE will not be liable for any expenses incurred by the delegate.

Although we welcome corporate attendees to our workshops, the acceptance of their registration will be at the discretion of the presenters.

If you have any questions, or experience any difficulties, please call us on 01225 829030 or email


IDPE, Kelston Park, Bath BA1 9AE  |  E:  |  T: 01225 829030   |  IDPE's Privacy Notice  |  Ptly Privacy and Cookies Policy   |  Terms and Conditions  | © IDPE 2012 IDPE is a company limited by guarantee. Registered in England: Company Number 3761777.  Registered Charity Number 1100927. VAT registration number 337 2652 96. Registered office: Kelston Park, Bath BA1 9AE Potentiality footer