My Place Mentoring – Intake Survey

The My Place Project Mentoring programme aims to empower marginal communities to build skills, knowledge and connections in order to save their heritage and build a better future. We will do this by helping strengthen organisations, improving fundraising abilities. By marginal, we mean communities that may be disadvantaged geographically or economically.

This initial survey has been designed to assess the levels of confidence, skills and knowledge of community groups supported through the My Place Mentoring across key areas related to the capacity to deliver projects.

Why do we need this information? The results will be used to inform the types of support provided and assess the impact of that support based on a follow up survey completed at the end of your mentoring.

It is important that you complete the questions on the demographics of the group, e.g. age and economic profile, in order to meet the conditions of our funding and help to shape further support for groups in the future.

All responses will be treated in the strictest confidence and will only be used by the Scottish Civic Trust for the purposes of the My Place Mentoring programme.

My Place Mentoring is delivered by the Scottish Civic Trust and funded by the Heritage Lottery Fund, Historic Environment Scotland, the Scottish Government and the William Grant Foundation.

* = Required field

My Place Mentoring – Part 1

About you

Who is completing this form?
(we would like the same people to complete the follow up survey to measure impact effectively)

Please provide an email address and telephone number. This will be the email address and telephone number that we use to contact you and your group.

About your group

How would you describe your organisation? (tick all that apply)

How many full time equivalent (FTE) staff and volunteers does your organisation employ?

What proportion of volunteers undertake the following roles?
We would expect the aggregate figure to be greater than 100% with volunteers undertaking more than one role in most cases

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We are just looking to gauge the size of the group at the start of your mentoring support

What proportion of volunteers undertake the following roles?
We would expect the aggregate figure to be greater than 100% with volunteers undertaking more than one role in most cases

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Approximately what proportion of the group are from the following ethnic groups?
We would expect the aggregate figure to be greater than 100% with volunteers undertaking more than one role in most cases

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Approximately what proportion of the group are
Approximate percentage values are fine

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Your Project or Idea

My Place Mentoring – Part 2

Skills assessment

How would you rate (a) the confidence (b) the current skills of the relevant members of your group or organisation in the following areas?
Use a scale of 1 to 5 where 1 = no confidence or skills and 5 = extremely confident or skilled.

Governance (e.g. building a team and working effectively both internally and with partners based on an assessment of strengths and weaknesses)

Identifying a suitable organisation/legal structure
Developing governance structures
Developing governance policies
Assessing the skills of the group
Using the skills of the group effectively
Governance overall

Financial management (e.g. ensuring the financial stability of a group and/or project)

Ensuring regular financial reporting is undertaken
Using accurate financial reports to inform activity
Identifying ways to generate income
Financial management overall

Business planning (e.g. identifying the correct expertise to develop and deliver a project)

Developing a business plan
Identifying training requirements
Attracting and retaining volunteers
Sustainability planning
Business planning overall

Fundraising (e.g. identifying and securing funding for initial work such as options appraisals or legal advice, as well as building works etc.).
Use a scale of 1 to 5 where 1 = no confidence or skills and 5 = extremely confident or skilled.

Developing a fundraising strategy
Initiating contact with funders – initial conversations
Designing a case for support
Completing application forms
Fundraising overall

Communications (e.g. using digital and social media effectively to market a project, engage the community and attract funders.)
Use a scale of 1 to 5 where 1 = no confidence or skills and 5 = extremely confident or skilled.

Liaising with local authority staff
Consulting the community
Using social media effectively
Using language effectively
Networking effectively
Raising the profile of the group/project
Communications overall

Developing a project effectively (e.g. support for re-use options for a heritage site, selecting a preferred option and building a convincing and viable business case)
Use a scale of 1 to 5 where 1 = no confidence or skills and 5 = extremely confident or skilled.

Project management
Developing a project plan
Managing risk
Meeting heritage legislation and statutory controls
Identifying public bodies and heritage organisations offering support
Commissioning professionals
Managing professionals
Setting and meeting project milestones
Assessing the impact of a project
Project development overall
Support needs

Which of the following approaches do you use to support your project?

Which of the following have you: (a) heard of, (b) approached already or (c) plan to consult with to support your project?

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