Create a project for each Service you provide

If you provide the same type of service in different locations - and as a result with different sets of clients - then consider making each location’s version of that service its own project as well and making the top-level service, a Project Category

When it comes to reporting to funders, you can create Albums which group multiple projects together. And because the same project can sit within several albums, you have the flexibility to report on different areas of work to different stakeholders.

Example scenarios

Organisations that provide different services within the same location

An organisation provides several services within a city:

• 1-2-1 therapy

• Befriending scheme for isolated people

• Mentoring programme to young children

• Support groups for parents

Each of the above services will exist as its own Project. Makerble automatically creates a default Project Category within each organisation. The default Project Category is called “Project”; so all of the above projects will sit within the “Project” project category.

Organisations that provide the same services in different locations

An organisation provides two services across the country:

• 1-2-1 therapy through a network of therapy clinics in various cities

• accredited training courses for trainee therapists, delivered online and in-person

The organisation will have two Project Categories:

• 1-2-1 therapy

• Accredited training courses

Under each Project Category will be each of the locations where that Service is delivered, i.e.

• within the 1-2-1 therapy Project Category there will be the following Projects

  • 1-2-1 therapy Birmingham

  • 1-2-1 therapy London

  • 1-2-1 therapy Oxford

  • 1-2-1 therapy Newcastle

• within the Accredited training courses Project Category there will be the following Projects

  • Accredited training Birmingham

  • 1Accredited training London

  • Accredited training Online

  • Accredited training Oxford

  • Accredited training Newcastle