nationwide leadership council “town hall meeting” august 2008 welcome!
TRANSCRIPT
Nationwide Leadership Council
“Town Hall Meeting”
August 2008
Welcome!
Our goals today:
• Advance and improve dialogue with you• Advance Nationwide Strategic Directions• Our impact:
– CBM - what do we need to do differently?
• Resource Acquisition: Fund Development– A challenge & opportunity– Stewardship of Donors
• Leadership Network – Building an Exceptional Board
CBM: Achieving True Community Impact
• New CBM match growth is down 2% Jan-Jun– NE -6%– SE +4%– MW -1%– SW -5%– W -7%
• 2007 highest growth ever in new CBM: 10%• Goal for new CBM match growth in 2008: 8%
How do we turn the tide?
• Effectiveness of volunteer recruitment campaign.
• The challenges of converting volunteers to matches. (AIM data show a 26% conversion rate.)
• CBM growth - a staff capacity issue.
• CBM growth - the impact of staff turnover.
What’s Going On?- CBM Poll
Is Recruitment Campaign Working?
• Is volunteer recruitment down?
• What is the response to the Campaign for Men?
• What could you use that you don’t have?
• Have you done any different recruitment that has been effective?
• Data show this is a challenge – AIM agencies report a 26% yield rate
• What is keeping volunteers from getting matched?
• How have you addressed this challenge? Any successes?
• What would it take?
• How can NLC and BBBSA help?
Are you converting new volunteers to new matches?
• What has changed since last year’s growth in new CB matches?
• What’s the challenge?
• Successful strategies?
• What can NLC and BBBSA do to help?
CBM Growth – A Staff Capacity Issue?
CBM Growth – Staff Turnover?
• Has staff turnover impacted new CB matches?
• What positions have been involved?
• What has been the impact?
• What could the NLC and BBBSA do to help?
Next steps for CBM Discussion
• NLC to address at September meeting
• BBBSA leadership gathers & reviews input from Town Halls
• NLC and BBBSA target support for agencies
• Summaries, full network response on Agency Connection
Fund Development
A pressing challenge for many
An opportunity for the network
Support in the works:
• NLC Fund Development Committee– Process for sharing best practices– Review of Fund Development Toolkit– Models & resources for day-to-day agency needs– Staff recruitment, training & retention
• 3-Year Agency Growth & Development Strategy– Process– Time frame
Stewardship of Donors
• Key to Fund Development success• Opportunity for our network• What support would be most helpful?
Stewardship Poll - What Will Help?
1. Donor-focused marketing materials. - i.e. sample letters, sample annual reports
2. Process & templates. - i.e. stewardship calendar, follow-up
procedures
3. Training for Boards and staff - “Stewardship 101”
Stewardship of Donors – Donor-Focused Marketing Materials
• Sample letters?
• Sample Annual Reports?
• Other materials?
• Successful examples?
Stewardship of Donors -Process & Templates
• Stewardship calendars?
• Follow-up procedures?
• Successful techniques?
• Other?
Stewardship of Donors – Training for Boards and Staff• Would it be helpful to share the basics
of donor stewardship?
• If so, what basics should be covered?
• How should training be delivered?
• Successful examples?
• Other?
Fall Leadership Network: Building an Exceptional
Partnership with Your BoardThursday Friday
8:30 am-3:00 pm
Audience: CEOsTopic: Influence & Managing
ChangeFacilitated by Karen
Osborne
Audience: Board Members and CEOsTopic: Executing the Plan
Facilitated by BoardSource
3:30-5:00 pm Audience: CEOsStrategic Issues
Peer-to-peer learning
6:00-7:00 pmCocktail Reception for CEOs
and Board Members
7:00-8:30 pm Board only – Discussion of Strategic Issues
(Dinner)
Next steps
• NLC in September
• How your input will be used
• Follow-up– Agency Scorecard, Town Hall Summary– Commitment to ongoing dialogue!
Thanks!