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POLICY

Workshop & consultancy criteria / costings policy

This policy aims to clarify what types of bespoke work we will do (workshops or consultancy); how it will be decided (based on capacity and equity questions); and what we will charge for the work (sliding scales based on org income).

01.07.24

Home » Policy Library » Workshop & consultancy criteria / costings policy

Info

Overview

This is a decision-making / financial transparency / pay / fundraising policy that's been used for 1–3 years by a self-managed social enterprise with 1–4 people and a turnover of £100–£300k.

Policy details

Type:
Policy
Used for:
1–3 years
Policy areas:
Decision-making
Financial transparency
Pay
Fundraising
Known legal issues:
Don't know

Organisation info

Name:
RadHR
Type:
Social Enterprise
Structure:
Self-managed
People:
1–4
Turnover:
£100–£300k

Downloads

  • RadHR-Workshop-and-Consultancy-Criteria-Costings.docx

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Pay

Licence

This policy is shared under a Creative Commons (CC BY-SA 4.0) licence.

This means you are free to:

  • Share—copy and redistribute the policy in any medium or format;
  • Adapt—remix, transform, and build upon the policy for any purpose, even commercially.

And if you do, you must:

  1. Attribute—Give credit to the author and source appropriately and say whether any changes have been made from the original;
  2. ShareAlike—Share your policy or document under the same licence, and link to details about the licence.

Notes

From the person/group who shared the policy:

We imagine this policy could be relevant to many non-profit orgs that are trying to find ways to generate non-grant/trading income, while still maintaining their support for groups which generally can't afford to pay for those services.

Contents

  1. Consultancy
    1. Day rates
  2. Workshops
    1. Criteria for offering free workshops
      1. External criteria 
      2. Internal criteria 
    2. Criteria for paying external facilitators
  3. Decision-making process
    1. Step 1: Sharing/presenting suggestions/requests
    2. Step 2: Assessing energy and capacity
    3. Step 3: Assessing external criteria
    4. Step 4: Assessing internal criteria
    5. Step 5: Considering external facilitation
  4. Sliding scale workshop pricing

Policy

This policy aims to clarify what types of bespoke work RadHR will do with individual groups or organisations (workshops or consultancy); how it will be decided (based on capacity and equity questions); and what we will charge for the work (sliding scales based on organisational income). It also outlines a process for bringing in external facilitators or consultants to take on or support a piece of work.

Consultancy

We don’t really do much consultancy, with one main exception: consultancy for funders. We are open to doing consultancy with funders for two main reasons:

  1. They are a major barrier to groups having their own more radical policies, due to restrictions they often place on grantees around traditional internal policies, and therefore the benefits of helping them shift are likely to ripple across their grantees;
  2. They are usually able to pay at a rate that can significantly subsidise work with smaller groups that wouldn’t be able to afford bespoke support otherwise.

Therefore any ‘profit’ (income minus direct expenditure) accrued from doing consultancy with funding bodies will be immediately earmarked to subsidise community-led projects and workshops/consultancy with smaller organisations who can’t afford to pay at the ‘Small’ rates outlined in this policy.

Day rates

Small£XXX< £150k
Medium£XXX£150k–500k
Large£XXX£500k-£2m
Massive£XXX>£2m

Workshops

Criteria for offering free workshops

All of the criteria below do not need to be met, see the Decision-making section for more detail on how to evaluate requests using the below.

External criteria 

(These are guidelines, but we recognise that not all groups will meet all of them).

  1. Turnover under £150k;
  2. Less than 6 staff;
  3. Led by people affected by the issues being addressed by the group.
Internal criteria 

(These are essential criteria).

  1. Can be covered by 1 or 2 members of the Core Team:
    1. within existing hours; or 
    2. beyond existing hours, if there is sufficient budget available to do so, and has been agreed by the Core Team; or
    3. outside core hours, if there is budget to pay them separately.
  2. Sufficient enthusiasm and time from enough of the team to deliver.

Criteria for paying external facilitators

N.B. This document is meant to be used in conjunction with our Pay Policy, which explains the rationale behind the rates we pay and the rates we charge.
  1. Lack of capacity amongst the Core Team AND/OR particular relevant experiences lacking amongst the Core Team.
  2. Shared confidence/trust amongst the Core Team that the external person ‘gets’ radical HR (beyond just RadHR, the website). This includes things like:
    1. Understandings of how oppressions/power inequalities play out within group and organisational spaces;
    2. A belief that doing things differently within our spaces is both ethically important and essential to groups’ abilities to achieve wider change;
    3. Appreciation of the messiness, complexities and contradictions of working to shift established power dynamics and group cultures;
    4. Has experience of ‘doing’ radical HR and can communicate about it.
  3. Pay received from the group can more than cover the additional costs OR there is sufficient surplus in another budget line that has been agreed by the Core Team OR there is money from consultancy with a funder that is earmarked to subsidise work with small groups.

Decision-making process

Step 1: Sharing/presenting suggestions/requests

  • Sharing details of the suggestions/requests with as much notice as possible with the rest of the Core Team;
  • Meeting to present the suggestion/request to the rest of the Core Team, including: who the group/s involved is/are; what they would like from us; when they would like it.

Step 2: Assessing energy and capacity

  • Check if there is energy or enthusiasm AND appropriate time AND relevant experience from anyone in the Core Team for it
    • If so, go to Step Three
    • If not, check if there is anyone we know in the RadHR Community that we think would be well-suited for the request (via the facilitators’ pool or specific outreach to relevant individuals)
      • If so, go to Step Five
      • If not, decline the suggestion/request

Step 3: Assessing external criteria

  • Assess if the request meets the External Criteria listed below:
    • Turnover under £150k
    • Less than 6 staff?
    • Led by people affected by the issues being addressed by the group
      • If it meets 3 of 3 criteria, go to Step Four
      • If it meets 2 of 3 criteria, go to Step Four, if there are no strong objections within the Core Team
      • If it meets 1 of 3 criteria, decline the suggestion/request
        • Unless there is a strong reason from a Core Team member to go ahead with it, in which case, go to Step Four.

Step 4: Assessing internal criteria

  • Assess if the request meets any of the Internal Criteria
    • 1) a) Can the request be met by 1 or 2 members of the Core Team, within existing hours? OR 
    • 1) b) Can the request be met by 1 or 2 members of the Core Team, beyond existing hours, if there is sufficient budget available to do so, and has been agreed by the Core Team (including additional income from consultancy with funders)?
      • If so re: 1) a) OR b), agree who will do it and get in touch with the group who made the request to work out details.
      • If ‘no’ to either of the above, go to Step Five. 

Step 5: Considering external facilitation

  • Is there sufficient surplus in another budget line that has been agreed by the Core Team to pay someone external to facilitate/co-facilitate (including additional income from consultancy with funders)?
    • If yes, does the Core Team have shared confidence/trust that the particular external person ‘gets’ radical HR. This includes things like:
      • Understandings of how oppressions/power inequalities play out within group and organisational spaces
      • A belief that doing things differently within our spaces is both ethically important and essential to groups’ abilities to achieve wider change
      • Appreciation of the messiness, complexities and contradictions of working to shift established power dynamics and group cultures
      • Has experience of ‘doing’ radical HR and can communicate about it.
        • If so, someone will contact the external person to check their availability and interest, and if they are keen, put them in touch with the group that reached out.
        • If not, decline the suggestion/request
    • If not, decline the suggestion/request

Sliding scale workshop pricing

N.B. Some smaller organisations will qualify for free workshops, based on the criteria outlined in ‘Criteria for offering free workshops’ section. These costs would be covered by allocating core staff time or via income generated from consultancy with larger organisations.

Figures based on:

  • Day rate of £XXX/day per facilitator as the baseline (inc. 15% average uplift)
  • Half-day delivery = 1 day/facilitator
  • Full-day delivery = min. 2 days/facilitator

Criteria for 1 vs 2 facilitators:

  • Group size (more than 8 participants, on average)
  • Conflict/challenging dynamics
  • Certain types of policies that we know are especially thorny/complex
  • Facilitator confidence in the particular policy area
  • If the particular workshop has been run two or fewer times
SMALL under £150k income
inc. prep & delivery1 facilitator2 facilitators
Half-day workshop£XXX£XXX
Full-day workshop£XXX£XXX
MEDIUM £150k–£500k income
inc. prep & delivery1 facilitator2 facilitators
Half-day workshop£XXX£XXX
Full-day workshop£XXX£XXX
LARGE £500k-£2m income
inc. prep & delivery1 facilitator2 facilitators
Half-day workshop£XXX£XXX
Full-day workshop£XXX£XXX
MASSIVE over £2m income
inc. prep & delivery1 facilitator2 facilitators
Half-day workshop£XXX£XXX
Full-day workshop£XXX£XXX

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