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2011 Fund Development
Ongoing effort- Jan-Dec
Target: Local fdtns, civic clubs, key local businesses
Activity: Newsletter appeals, invites to special events, presentations at organization -
Period: to
Strategic Planning
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Goal #3: Obj 2: Devlop and integrate board, committee and personnel policies and procedures
Action: Write committee descriptions, distribute to committe chairs
Who: Chair of Policies and Procedures committee
Resources: Sample committee descriptions -
Goal #2 Obj 1: Complete fund development plan for short term revenue and long term sustainability
Action: Implement all components of Fund Development Plan, track outcomes and ROI
Who: Fund devlopment committee chair, Board chair, Program coordinator
When: All year, 2011 -
Goal #3: Obj 1: Increase board size by 30% over 2010. 20% men. Add min 5 volunteers to stdg committees
Action: Identify gaps in knowledge/skills on BOD
Who: Board chair and vice-chair
Resouces: Board skills matrix -
Goal #3: Obj 2: Devlop and integrate board, committee and personnel policies and procedures
Action: With staff, update job descriptions for paid and vounteer positions
Who: Secretary, Board chair, Vice chair
Resources: Sample job descriptions. Completed time study by program coordinator -
2011 Fund Development
Feb-December
Target: Fdtns and grantmaking orgs
Activities: Submit grant proposals according to grants calendar, follow up on grants not received. -
Goal#1 Obj 1: Suitable herd of horses
Action:Plans made to secure app. # of horses-
Who: Herd Committee -
Goal #3: Obj 2: Devlop and integrate board, committee and personnel policies and procedures
Action: Develop mechanism to evaluate paid and unpaid staff on a bi-annual basis
Who: Executive committee
Resources: Sample staff evaluation tool -
Goal #4: Obj 1: Maximize in-kind resources and support to guarantee progress on building
Action: Determine cost est to complete electrical, drywall, paint, plumbing, and electrical
Who: Chair of Bldg and Grds
Resources: Volunteer labor -
2011 Fund Development
Target: BOD
Activity: Solicit board for the annual fund
Tools: Fund Development Plan, Pledge forms -
2011 Fund Development
Target: NCR Staff
Activity: Solicit staff for annual fund
Tools: Fund development plan, gift forms -
Goal#1 Obj 2: Provide consistent and professional programming
Action: Est orientation process and handbook for volunteers
Who: Volunteer committee chair
Resources: Sample volunteer orientation handbook. -
Goal #2 Obj 1: Complete fund development plan for short term revenue and long term sustainability
Action: Update funders re progress of organization- attend UW meetings
Who: Program Coordinator
Resources: Strategic plan, fund development plan -
Goal #3: Obj 1: Increase board size by 30% over 2010. 20% men. Add min 5 volunteers to stdg committees
Action: Develop strategy for recruitment
Who: Board Chair, vice-chair
Resources: Recruitment methods worksheet -
Goal #3: Obj 2: Devlop and integrate board, committee and personnel policies and procedures
Action: Review current policies and procedures
Who: Chair: Policies and Procedures committees
Resources: Existing policy documents -
Goal #2 Obj 1: Complete fund development plan for short term revenue and long term sustainability
Action: Develop and approve realistic 2011 budget
Who: Finance committee chair
Resources: 2010 financial statements -
Goal #2 Obj 1: Complete fund development plan for short term revenue and long term sustainability
Action: Recruit volunteers for fund development committee
Who: Fund development chair
When: Immediatly -
Goal #3 Obj 4: Identify future human resource needs with timelines and job descri[tions
Action: Assign board member to head up HR activities
Who: Board Chair -
Goal #3: Obj 2: Devlop and integrate board, committee and personnel policies and procedures
Action: Define and circulate the channels of communication for committees, volunteers and staff
Who: Executive committee -
2011 Fund Development
Target: BOD
Activity: Solicit board for 10 names, 5 with addresses -
Goal #3: Obj 1: Increase board size by 30% over 2010. 20% men. Add min 5 volunteers to stdg committees
Action: Develop written app to serve on BOD
Who: Board CHair
Resources: Sample board app -
Goal #2 Obj 1: Complete fund development plan for short term revenue and long term sustainability
Action: Maintain regular meeting of fund development committee
Who: Fund development chair
When: Monthly -
Goal #2 Obj 1: Complete fund development plan for short term revenue and long term sustainability
Action: Develop and maintain grants and civics club request calendar with deadlines for funding
Who: Fund development cComm Chair, Board Chair
Resources: Grant deadline -
Goal #2 Obj 1: Complete fund development plan for short term revenue and long term sustainability
Action: Compile list of previous donors
Who: Executive committee, program coordinator
Resources: Past records -
2011 Fund Development
Target: Current donors
Activity: Solicitation protpcol based on potential donation amount- See Plan -
2011 Fund Development
Target: Lapsed donors
Activity: See plan- Protocol different for amounts given.
April-Dec -
2011 Fund Development
Target: Prospective donors
Activity: See plan- protocol different for different amounts
April-December -
Goal#1 Obj 1: Suitable herd of horses
Action: Appropriate no. of horses secured for program.
Who: Herd Committee. -
Goal#1 Obj3: Develop and implement plan for client recruitment
Action step:Send post-card or email to past clients
WHo: Program coordinator
Resources: Mailing list, printing, postage -
Goal#1 Obj3: Develop and implement plan for client recruitment
Action: Seek out new clients
Who: Program Coordinator
Resources: Key messages -
Goal#1 Obj3: Develop and implement plan for client recruitment
Action: Develop plan for 2012 rclient ecruitment
Who: Program coordinator
Resources: Communications sent out in 2011. Enrollment info. -
Goal #3: Obj 2: Devlop and integrate board, committee and personnel policies and procedures
Action: Train board, staff and volunteers on roles and responsibilities
Who: Board chair and vice-chair
Resources: Supporting documents, Board soiurce -
Goal #3: Obj 1: Increase board size by 30% over 2010. 20% men. Add min 5 volunteers to stdg committees
Action: Develop board orientation and board manual
Who: Board Chair (vice-chair)
Resources: Sample board manual materials -
Goal #3: Obj 2: Devlop and integrate board, committee and personnel policies and procedures
Action: Create (or update) employee handbook
Who: Chair of policies and procedures committee -
Goal #4: Obj 1: Maximize in-kind resources and support to guarantee progress on building
Action: Draft capital budget based on cost estimates
Who: Treasurer and Chair of Bldgs and Grds
Resources: Contractor estimates -
Goal #3: Obj 2: Devlop and integrate board, committee and personnel policies and procedures
Action: Research best practices in board policies
Who: Chair of Policies and Procedures committee
Resources: Board Source, Blue Avocado -
Goal #3 Obj 4: Identify future human resource needs with timelines and job descri[tions
Action: Hire full-time instructor
Who: HR hiring committee and board chair
Resources: Job description -
Goal #4: Obj 1: Maximize in-kind resources and support to guarantee progress on building
Action: Develop realistic timeline for completion of project with specific plans to raise funds
Who: Chair of Bldgs and Grds, Treasurer, Board Chair
Resources: Fund Development Plan, capital budget -
Goal #4: Obj 1: Maximize in-kind resources and support to guarantee progress on building
Action: Recruit, train and support volunteers and contractors to work on building
Who: Chair of Bldg and Grds, Volunteer committee chair, Policies and Porcedures committee chair
Resources: Volunteer training, tools, safety tools -
2011 Fund Development
Target: Stakeholders
Activity: Ride-A-Thon
Tools: Facebook, website, personal invite, newspaper -
2011 Fund Development
Target: Stakeholders
Activitiy: Playday
Tools: Sponsors, invites, facebook, website, event committee -
Goal #3: Obj 2: Develop and integrate board, committee and policies and procedures
Action: Draft and approve NCR policies
Who: Chair of Policies and Procedures committee -
Goal #3 Obj 4: Identify future human resource needs with timelines and job descri[tions
Action: Develop long range plan to fill key staff roles
Who: HR volunteer and BOD
Who: HR volunteer and BOD
Resources; Fund development plan, Strategic plan -
Goal #3: Obj 2: Devlop and integrate board, committee and personnel policies and procedures
Action: Complete annual board governance and leadership training(Annually, 2011, 2012, 2013)
Who: Board chair
Resources: Consultant -
Goal #3: Obj 1: Increase board size by 30% over 2010. 20% men. Add min 5 volunteers to stdg committees
Action: Complete annual board self-assessment
Who: Board chair (coordinates)
Resources: Board self-a ssessment tool
(Every year end) -
Goal#1 Obj 1: Suitable herd of trained horses
Action:Develop protocol for horse training and conditionin.-
Who:Herd Comm -
Goal #3 Obj 4: Identify future human resource needs with timelines and job descri[tions
Action: Develop key job descriptions and plans for recruitment as funds allow
Who: HR volunteer and Board chair
Resources: HR plan, sample job descriptions