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Cumberland & Westmorland County Plan (2017 – 2020)

ROYAL BRITISH LEGION

 Cumberland & Westmorland County Plan (2017 – 2020)

1.1.  INTRODUCTION AND BACKGROUND

It is the purpose of the Membership and Branches of The Royal British Legion within the County to professionally deliver the current aims and objectives of today’s Legion and to deliver assistance where a need is identified to our beneficiaries. To do this we must maximise our Membership so we can deliver support for the Poppy Appeal, Fundraising and Volunteering within the County.

Our aim is to promote a sense of belonging and reinforce pride in being associated with the Legion.

The County Plan is a management tool for the County Chairman & County Committee to work with the Area Manager, Advice & Information Team Leader & Community Fundraiser to ensure we achieve the aims and services outlined in the Royal Charter.

The main objective of our County is to assist with the compliance of Governing regulations to aid the Board of Trustees in carrying out the work of the Legion and in particular to promote its strategic objectives detailed in the Corporate Plan as follows:

Definition

Increase Public awareness of what The Royal British Legion does for its Serving & Ex-service Family.

Maximise income through a strategic programme of services and events.

Funding and deliverance of high quality and flexible welfare services.

Have a close working relationship with outside partners.

Retention of Membership, volunteers, donors and staff.

Enhance Remembrance activities within the County throughout the year.

Continually   identify opportunities to embrace Comradeship.

This County Plan replaces any former County Plan for the County of Cumberland & Westmorland.

This County Plan is to be approved at County Conference on 2nd December 2017

UPDATE 2017

Public Relations:

  • Armed Forces Day was celebrated by many Branches        and Clubs in June 2016.
  •   
  • The Legion was out in force at various events and        shows throughout the year. These were supported by the County and by        Branches.
  •   
  • WW1 Commemorative events such as GP90 gather pace        and many branches will be meeting to discuss their own commemorative        events 
  •   
  • WW1 Commemorations have been embraced by the        community with exhibitions and concerts taking place throughout Cumbria        with funds being raised for the Poppy Appeal.
  •   
  • Poppy Appeal Launch 2017 took place around the        county. This year held in Carlisle a very cold but bright day was very        successful with many people accepting the challenge of abseiling down        the County Hall.
  •   
  • A new MSO is in place and will be visiting        branches throughout the 2017/18 meetings

County Business:

  • The County holds four meetings per year – January, April, July and October, plus the Annual County Conference.
  •   
  • In addition the County Chairman will be forming a committee to discuss and promote the RBL Branch Community Support        Initiative

Membership:  

  • Is down in some areas of the County but up in others unfortunately the closure of two branches with more to come has been a problem and many members from those branches have just let their        memberships lapse.

Training:

  • A  Training Workshops was held on Office 365 and further training on BCS and LOMAS is planned for 17/18

 

Fundraising:

Poppy Appeal 2016-17

Currently the Poppy Appeal stands at £423,021,67p

It is impossible to calculate against last years figure as the   final figure is not yet known.

There   are 51 PAO’s covering the whole of the county who oversee  over    1500 volunteers collectors. 15 Cadet Youth Groups help with the   collection. We operate in 1800 static points as follows:  

Observations and Objectives.

  •   Banks, Building Societies and Pubs and Clubs still need   improving and are actually in decline in income.
  •   Schools have increased both in number and in income due to   schools pack and stronger resources.
  •   People are wanting to collect all year round therefore we need   to seek to develop our all year round 365 collection potential
  •   Corporate sponsorship continues to be on the increase. We need   to further capitalise on this.

PAO Gaps.

  •   After a mammoth 11 vacant areas to fill we only had a handful of   people leave us so we have been able to cover every area as we always have.
  •   This coming year will be challenging with 3 or 4 new Organisers   to find some of which coverage large and valuable incomes.
  •   A seminar was held in Penrith during September for those   involved in running local Poppy Appeal collections.
  •   2 successful Seminars with 41 attendance in total.

Fundraising – other:

Events:

Our events committee has again supported   expo presence at a large number of events including commemoration for   Somme100 and Jutland, the Cumbria Steam Gathering, The Cumberland Show, Armed   Forces Day, The Dalston Show, The Westmorland Show, The Penrith Show, Barrow   Carnival  and the Eden Gala .

Welfare:

The partnership with NCIP (now named Place Based Services Programme) continues. It is a third sector delivery programme across the County, providing a range of practical help and advice services for adults of any age. PBS events have been attended at Dunmail Park, Theatre by the Lake, and Morrisons.

An outreach continues in Workington foodbank, and   a strong relationship with foodbanks in Barrow, Millom, Cockermouth,   Egremont, Carlisle and Maryport allows referrals from those beneficiaries in   crisis. We have held meetings to discuss additional resources such as the   fuel bank that our clients can have access to.

The Salvation Army assisted clients throughout   the flooding from food parcels to children’s Christmas presents. The welfare   team made calls to beneficiaries who we knew where in flood hit areas to   ensure they were receiving all available assistance including grants from   Cumbria Community Foundation.

The CAB clinic that was launched in Allerdale in 2015 has moved to Allerdale House (Council building) and has gone from monthly to weekly. Thanks to Allerdale Council who have kindly allowed us use of a room every Wednesday where we can run a drop in and pre-book appointments as necessary. In addition the housing and benefit team has   immediate access to TRBL if they have a client requiring our assistance.

Since the last conference, Centenary Close at Maryport has opened; this is the Veterans project by Home Group. We have made numerous referrals into the project and liaised with multiple agencies from around the County to ensure the beneficiaries receive the support they require. The Calderwood House project in Egremont for homeless veterans   continues to develop and has widened their eligibility to take those in from   out of the County.

Discussions have taken place with Cumbria Constabulary with regards to operating a hub in Copeland. It will be for partner agencies and not public facing. They have offered the welfare team a space in the hub to be able to liaise with local organisations, and to deal with mutual clients in an efficient manner. We are hopeful for all policies to be in place for us to be operating from there early 2017.

This year has seen the launch of the new Armed Forces Network in Cumbria being run by CVS. The welfare team are a part of this and are encouraging participation from all those who deal with veterans   to attend. CAN (Cumbria Advice Network) are updating their website to hold current information for Veterans across a range of subjects including housing, employment and mental health.

Meetings have been held locally with the community mental health teams, First steps and the welfare team to ensure joined up working and structured support for our clients are in place.

Following on from last years meeting with Dignity in Dementia they applied for the Legions external funding and were successful with their bid, they are now mid project offering support to families of those with dementia in the South Lakes. This is a pilot scheme offering 15 funded places.

Since our move into the Eden Rural Foyer we have   set up 2 outreach sessions for Penrith and surrounding areas. We are seeing a   steady increase in referrals from both beneficiaries and partner agencies.

The drop in at Cornerstone, Denton Holme remains busy with both beneficiaries and partner agencies calling in for information. Radio Cumbria are supporting by adding us to their diary of events.

We have invited RAF Spadeadam personnel who are   within 60 days of deployment to apply for a family break, enabling them to   have time together prior to a difficult period. Work continues to raise   awareness of the assistance we have available through all media and outreach.

 

1.2.  OBJECTIVES

2.1         Welfare.

2.2         Fundraising.

2.3         Remembrance, Ceremonial and Comradeship.

2.4         Membership and Recruiting.

2.5         Training.

2.6         Administration and Finance.

2.7         Media Communications & Publicity.

 

2.1  Health & Welfare, Representation, Comradeship & Remembrance.

Objective

Target   date

Responsibility

Key   Performance Indicator(s)

Budget   estimate

To   continue to promote the aims and objectives in all areas of our work and   encourage Branches to embrace these aims and objectives.

Ongoing

County   & Branch

Increased   awareness in our core activities.

 

 

 

         £6,000 +

 

To   integrate LIVE ON – ‘To the memory of the fallen and the future of the living’   into day to day roles.

Ongoing

County   & Branch

Increased   awareness that TRBL are providing hope for the future as well as Remembering   those who fell.

 

            N/A

 

2.2 WELFARE

Objective

Target   date

Responsibility

Key   Performance Indicator(s)

Budget   estimate

Engage Branch Members in the work of TRBL and encourage their support and participation in volunteer roles. With a view to each Branch identifying volunteers within their Branch.

 

 

Introduce the ‘Expression of Interest of Volunteer Roles’ form to all Branches.

 

Keep members informed of opportunities to contribute and provide them with a choice of roles that maximize their skills.

 

Work   with the A&I Team Leader in the recruitment of volunteers from the   membership.

Promote   the various volunteer roles to the membership.

 

Encourage   Branches to help identify premises which could potentially be used by the   Advice & Information Officer for ‘Drop Ins’ within the Branch catchment   area.

 

ongoing

County,   Branch & MSO.

Increase   in volunteer numbers

 

Increase   awareness and access to services and support offered by TRBL.

 

 

 

Members   feel more involved the work of the Legion and understand what we do and who   and how the Legion can help.

 

 

  

    Welfare Budget

 

2.3 FUNDRAISING

Objective

Target   date

Responsibility

Key   Performance Indicator(s)

Budget   estimate

To   reach more Schools and Hotels within the County with Poppy Boxes and School   Boxes

October   2018

CFR,   CPAC & PAO’s

Increase   in number poppy box distributed.

Increase   in Poppy Appeal figures.

 

In   rural areas actively encourage house visits as these are currently in   decline.

November   2018

CFR,   CPAC & PAO’s

Increase   in house & farm visits.

Increase   in Poppy Appeal figures.

 

To   hold Poppy Seminars within the County. Consider a Poppy Workshop in   identified areas.

2018

CFR   & CPAC

Share   Best Practice and introduce new merchandise.

Increase   in Poppy Appeal figures.

 

CFR   Budget

 

2.4 REMEMBRANCE AND CEREMONIAL

Objective

Target   date

Responsibility

Key   Performance Indicator(s)

Budget   estimate

Support   National & Community WW1 Commemorative Events in the County. In particular   VC Paving Stone Commemorations.

Ongoing

Community,   Events Team, County Committee & Branches

To   raise the profile of TRBL and awareness of the work we do and have done since   1921 – Health & Welfare, Fundraising, Membership & Volunteering.

Increases   in Welfare referrals, Membership, Volunteers & Fundraising.

 

Local   Community Budget

Support   Branch WW1 Commemorative Events

Ongoing

County   Committee & Events Team

Branches   inspired to have further events throughout the commemorative period.

 

Branch   Budget

Commemorate   the Centenary of the

Battle   of Ypres

2018

County   & Branches

A   proactive approach to commemorations and celebrations will strengthen the   Legion’s ownership of Remembrance and Comradeship and is an opportunity to   further promote ‘LIVE ON’.

 

Continue   to support Branch Remembrance Parades and Services within the County.

Assisting   Local Authorities with planning and coordination of parades and services.

October/   November

Branches   & County

Increased   public awareness and attendance at Remembrance Services and Parades.

Local   Authority Budget

 

2.5 MEMBERSHIP & RECRUITING

Objective

Target   date

Responsibility

Key   Performance Indicator(s)

Budget   estimate

Attend   Events Team meetings and encourage new active members from within the   membership.

Ongoing

County

Increased   support for events, new ideas generated.

 

 

 

 

 

 

 

Support   Corporate Events

 

Ongoing

Events   Team

Increase   in number of Corporate Events.

Increased   publicity and public awareness of TRBL throughout the year

 

 

Contact   Local Cadet Groups and other Youth Groups

Ongoing

County   Chairman & MSO

Increase   in Youth affiliation and mutual support within the local community.

 

Encourage   Branches to explore working with local youth groups and veteran/beneficiary   groups and involve them in Branch activities.

Ongoing

Branches

Members   feel more involved within the community.

Members   promote the work of the Legion Other groups within the community support our   aims and objectives.

 

Contact   Local TA Units to arrange presentations.

Ongoing

AFEO

Increase   in Membership and Welfare referrals

 

Contact   the Duke of Lancs Regiment to arrange presentations

Ongoing

AFEO

Increase   in Membership and Welfare referrals.

 

To   produce a County Events Calendar, as an annex to this plan and make it available   to all Branches

Ongoing

Events   Team

Increase   in County Activities.

Increased   publicity and public awareness of TRBL throughout the year.

 

To   attend all the major Shows and Events in the County with a focus on   recruitment of Members and volunteers. Consider targeting events not   previously attended.

Ongoing

Events   Team & Branches

Increase   in Membership and Volunteer numbers and awareness of the all year-round work   of TRBL.

£2,767

With   the anticipated roll-out of Poppy Shop in a Box in 2015, encourage Branch   participation

Ongoing

 

Raise   the profile of TRBL with a more credible offer of merchandise for the general   public to purchase at events.

 

Encourage   Branches to have a presence at local community events. Offer County support.   i.e. Manpower, Equipment & Financial. Include all events on County Events   Calendar.

Ongoing

Branch   Committees & Events Team

 

Increase   in Branch Membership.

Increase   in active/involved members.

Increase   in Branch Membership.

Share   Best Practice & ideas.

Branch   Funds & County Budget.

Encourage   Branches to have a ‘pool’ of members willing to volunteer at events.

2020

Branches

Events   well supported by volunteers who are confident to talk to the public about   what we do.

 

Encourage   a better relationship with TRBL Clubs. Reiterating that a Club Member is a   Branch Member, with a view to refocusing the Club to the work of TRBL.

2020

County   and Branches

More   active members, more events attended.

Increase   in membership, poppy appeal and comradeship.

 

Request   Branches to submit a brief Annual Report outlining Branch Activities and   Events.

Ongoingr

Branch   Committee

Share   Best Practice.

Identify   if the objectives were achieved at events.

 

 

2.6 TRAINING

Objective

Target   date

Responsibility

Key   Performance Indicator(s)

Budget   estimate

Encourage   all elected County & Branch Officials to attend the requisite training   for their position.

Ongoing

Branch   & County Committees, MSO & CTO

Improved   efficiency and compliance.

        

           £1,370

To   have in place a County Training Officer

2018

 

 

 

Branch   Treasurers Workshop

Offer   the training to Branch Treasurers who would like a ‘refresher’.

2018

CTO   & MSO

Branch   efficiency and compliance improved.

 

Volunteer   Roles.

Once   volunteers have been identified from within Branches, work with and support the   A&I Team Leader in the effective delivery of training and the ongoing   support of the trained volunteers.

Ongoing

MSO,   CTO & A&I Team Leader

Members   feel more involved the work of the Legion and understand what we do, who the   Legion can help and how the Legion can help beneficiaries.

 

 

2.7 ADMINISTRATION AND FINANCE

Objective

Target   date

Responsibility

Key   Performance Indicator(s)

Budget   estimate

Continue   to manage the County Accounts efficiently.

Submit   an Annual Budget Request based on the previous years spend and the forecasted   spend.

Contribute   to the national welfare spend by agreeing a contribution to welfare cases   within Cumberland & Westmorland.

Ongoing

County   Treasurer

Successful   management of County Accounts achieved within the allocated budgets and in   line with the Use of Legion Funds policy.

                                             

        

          £2,571

       + Welfare

Ensure   all Branch Accounts are submitted on time.

 

Sept   2018

Branch   Treasurers &

MSO  

All   accounts to be submitted in full by deadline date.

 

Encourage   the use of Legion Independent Examiners to audit Branch Accounts.

 

MSO   & County Treasurer

Branch   Accounts examined in line with the Use of Legion Funds Policy.

Compliance   improved.

Reduction   in audit costs.

 

Issue   Branch Communications regularly ensuring Head Office communications are   delivered in a timely manner. Encourage Branches to submit contributions to   the ‘Dates for your Diary’ section.

Ongoing

MSO

Increase   in Branch awareness of what is going on in the County.

Branches   supporting other Branch events.

£50   for postage for those not on email

 

2.8 MEDIA COMMUNICATIONS & PUBLICIT 

Objective

Target   date

Responsibility

Key   Performance Indicator(s)

Budget   estimate

Maintain   a list of media contacts at County level.

Ongoing

MSO

Up   to date list available to County Committee.

 

Update   the County Website. Encourage Branches to create their own Branch Website

Ongoing

MSO   & Branches

Up   to date information on Cumberland & Westmorland TRBL available for   members of the public accessing information online.

 

Create   a County Facebook Page in line with Head Office Social Media guidelines.

Ongoing

MSO

Up   to date information on Cumberland & Westmorland TRBL available for   members of the public via social media.

 

 

 

 

 

 

 

Key:

PAO     Poppy Appeal Organiser

MSO     Membership Support Officer (formally County Secretary)

CFR      Community Fundraiser

CPAC   County Poppy Appeal Coordinator

PAO     Poppy Appeal Organiser

AFEO   Armed Forces Engagement Officer

A& I      Advice and Information

WM      Webmaster

CTO     County Training Officer

 

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