Residency Incubator Program

Class of 2013

Participant:

Program Term:

09/2010 – 08/2013 Contact:

Stephanie Todd Wong

Executive Director stephanie@dancesourcehouston.org

713.224.3262 www.dancesourcehouston.org

Organization logo here

Participant Profile:

The mission of Dance Source Houston is to nurture and support contemporary dance artists, the organizations that present them and build audiences for contemporary dance in the greater Houston area.

• Incorporated in September 2004 • Operating budget ending June 2010 = $74,582 • Number of Board Members in August 2010 = 3 • Number of full time paid staff in August 2010 = 0 • Main challenges we faced prior to the Program:

• Board Capacity • Development & fundraising inadequate • Staff Capacity • Metrics • Impending departure of founder/President/Executive Director

Enters Residency Incubator Program September 2010.

Outcomes Summary What difference did the Incubator program make?

•Redesign of Dance Card

•Implementation of better social media strategies

•Awareness of the need for consistent messaging

•Acquired Barnevelder Movement/Arts Complex

•Developed a policies and procedures handbook

•Created accurate written job descriptions for each staff position

•Developed a process for employee review

•Revamp entire Board structure

•Hired the organization’s first paid full time Executive Director

•Implementation of yearly Board retreat

•Completion of the organization’s first strategic plan

•New Treasurer

•Quick Books training for staff members

•Implementation of financial internal controls

•Better process for completion of 990

•Better process for creation and approval of yearly budget

•Better more consistent fund raising

Money (Revenue /Expenses)

Management (Board & Staff)

Marketing/PR Systems (admin / facilities)

Financial Profile

$67,253

$107,147

$74,582

$98,619 $99,688

$120,000

$208,600

$229,460

$0

$50,000

$100,000

$150,000

$200,000

$250,000

Jun-08 Jun-09 Jun-10 Jun-11 Jun-12 Jun-13 Jun-14 Jun-15

Op

era

tin

g B

ud

get

Revenue Expenses Linear (Revenue) Linear (Expenses)

Residency Incubator Program (September 2010 to August 2013)

Actual Projected

Year Ending

Board Management Profile What difference did the Incubator program make?

Board Profile 2010 2013

# of Board Members 3 7

Board President Christina Giannelli Christina Giannelli

% of Board Giving 100% 100%

Types of Committees None

Finance Development

Board Development Facilities

% of current BOD serving consecutively since 2010

n/a 29%

Provide a brief statement on changes in board management & governance throughout the Incubator Program. • Our board has doubled in size while a part of the Incubator

program. And while still small, each of the current members if very active and engaged in the organization.

• Committees have been added to address the issues of finance, development, board development and facility management.

• Overall, a much stronger infrastructure has been put in place to help support the organization and its staff.

Staff Management Profile What difference did the Incubator program make?

Staff Profile 2010 2012

# of Full Time Staff 0 1

# of Part-Time Staff 3 2

# of Contractual Staff 0 5

# Artists Employed n/a n/a

$ Total Fees to Artists Employed

n/a n/a

% of Artist fees to Total Expenses

n/a n/a

Provide a brief statement on changes in staff management throughout the Incubator Program. • Hiring the organization’s first full time, paid Executive Director

was a pivotal step on our development. This created a clearer delineation between the board and staff and provided more consistency to our programming and development efforts.

• While Dance Source is still operating at its current staff capacity, it is leaving the program in a much better position to continue growing.

Organizational Challenges

Organizational Challenges (September 2010)

Challenges Addressed?

(2013)

INDICATORS (Indicators measure whether or not your organization addressed these challenges.)

Board capacity: alternative leadership & board

capacity not in place to manage ED departure; size remains too small & board tasks devolved to staff or neglected;

Ongoing • Grew board of directors from 3 to 7 • Would like to add 3 more by end of FY13

Development & fundraising inadequate: donor base too small; current donor tracking is rudimentary at best; no one 9n-house with experience in corporate sponsorship development

Ongoing

• Implemented PatronManager CRM • More consistent fundraising • Donor base still too small

Staff capacity: need more staff hours to improve and

develop new and existing programs; must engage more dance community/volunteer involvement but currently lack the staff or board member capacity to develop/implement plan

Ongoing

• Hired first full time Executive Director • Refocused the programming • Acquisition of Barnevelder = need for theatre

manager

Metrics: need metrics for measuring health of dance

community and effectiveness of DSH programs. Ongoing

• Implementation of quarterly member meetings • Completion of Strategic Plan based on feedback

from the community • Launch of Who’s There pilot program

Departure of founder/President/Executive Director – unpaid role as ED whom experienced admin

burn-out

Yes • Hired first full time, paid ED in July 2011

Vision for Graduation

Insert photo 4 Organizational Goal (September 2010)

Goal Achieved?

(2013)

INDICATORS (Indicators measure whether or not your organization

achieved your organizational goals.)

Increased number of Board Members with effective board subcommittees in areas including finance, development, governance (4 by 2011; 12 by 2012; 15 by 2013).

Ongoing • Board has grown to 7 • Committees set up in areas of finance, development, board

development and facilities

A balanced budget and debt completely discharged. Ongoing • Budget and cash flow have been improved • Debt to Founder still outstanding, but has not increased

Acquisition and implementation of development management software.

Yes • Implemented PatronManager in May 2012

Realistic development/fundraising goals including a plan to increase individual & corporate giving.

Yes • Secured 2 year grant from Houston Endowment • Developed a consistent development calendar • Successfully implemented an IndieGoGo campaign

Metrics and information gathering systems to assess our impact and effectiveness in the community and to various subcommittees. (TRG)

Ongoing • Preparing to launch a pilot of the Who’s There program

Updated and refined mission statement & feedback from the board & staff indicating clear understanding of mission, vision, and goals. To be addressed at 12/2011 Board Retreat.

Yes • Completed the organization’s first Strategic Plan in June 2012

Keys to Success In addressing future Incubator candidates, what did you do right that proved to be critical in completing the Program?

oBe open to change

oMake the time to focus on infrastructure

oGet everyone (Board, staff, other stakeholders) on board

oAsk for help

Lessons Learned

What were your significant course corrections in the Incubator Program?

oSeparating staff and board

oCreation of strategic plan and refocusing of programs

oAcquisition of Barnevelder Movement/Arts Complex

Did you learn anything through the Incubator that would have made you do things differently from the start of the Program?

oIncluded more staff in the process during the first year of the program

Summary of Future Plans

What happens next with your organization (programming and infrastructure?

• Revisit the strategic plan

• Develop new programming

• Grow, grow, grow (Board, staff, development)

What are your future targets (programming, fundraising, board/staff growth, etc.)? What has to happen to achieve them?

• 3 new Board members

• Part-time theatre manager and development staff

• Build our donor base

FR 1/18 - SA 3/16

Tony Feher: Free Fall • DiverseWorks. An interactive, peformative installation combining art, music, dance and language. Times vary. DiverseWorks. www.diverseworks.org. •

TU 1/29 - TH 1/31

Framing Dance • Karen Stokes Dance. Educational performance. Times vary. Zilkha. www.karenstokesdance.org •

FR 2/1SA 2/2

Cullen Series: Les Grands Ballets Canadiens de Montréal • Works include Cantata and Four Seasons by Italian choreographer Mauro Bigonzetti. 8pm. Cullen. www.houstonballet.org •

SA 2/2 Houston City Dance Invitational City Dance. Performances by local companies. 7:30pm. City Dance Studio. www.houstoncitydance.com •

Motion Captured • ERJCC Dance Month. A concert of dance on film. 8pm. ERJCC. www.erjcchouston.org •

SA 2/9 Michele Brangwen Dance Ensemble Contemporary dance to live original music. Times vary. Barnevelder. www.brangwendance.org •

Company E • ERJCC Dance Month. An evening of choreography from Israel and Spain, presented by this Washington based company. 8pm. ERJCC. www.erjcchouston.org •

TU 2/12 Improvised Music & Dance • They, Who Sound. Featuring Nicole Bindler and Leslie Scates. 7:30pm. Hardy & Nance Street Studios. www.facebook.com/events/250676161730638/ •

TH 2/14 Valentine’s Show • VauLt. Aerial burlesque show by VauLt students and teachers. 8pm. VauLt Houston. www.gyrotonichouston.com •

FR 2/15SA 2/16

Knowing When To Come Up For Air • Recked Productions and Drive By Theater. A fluid theatrical journey, indulging in the exhilaration of responding to the moment. 8pm. The Photobooth on Montrose. www.erinreck.com •

FR 2/22 Scattered • Society for the Performing Arts. UK company, Motionhouse explores the human relationship with water. 8pm. Cullen. www.spahouston.org •

SA 2/23 Elementally Earthen • Earthen Vessels Dance Company. The company’s 15th celebration of Black History month combines newly commissioned work, stage reprisals and Si Se Puede. Times vary. Zilkha. www.evsdance.org •

TH 2/21 -SU 3/2

La Bayadère • Houston Ballet. A brilliant fire god, opium dreams and a crashing temple, told through classical ballet with a touch of Bollywood. Times vary. Brown. www.houstonballet.org •

FR 2/22SA 2/23

Celestial Mechanics • Bay Area Houston Ballet & Theatre. A collection of innovative works. 7pm. Destiny Theater. www.bahbt.org •

SA 2/23 Re/Written In Stone • Urban Souls Dance Company. Celebrating the 150th anniversary of the Emancipation Proclamation. 8pm. UH Cullen. www.urbansoulsdancecompany.com •

SU 2/24 Venturing Out • “there... in the sunlight.” and Rednerrus Feil Dance Company. Informal performance series with a discussion and reception. 5pm. City Dance Studio. www.yaydance.org •

SA 3/2 March Mixed Bag • City Dance. Works in progress by Sherese Campell and Jamiee Vilela . 4pm. City Dance Studio. www.houstoncitydance.com •

Haiku

Safe haven for change

Dig deep to nourish the roots

Emerge to take flight