The One-Page Business Plan for NAWBO Chapters Leading with Clarity, Communication & Confidence NAWBO Leadership Bootcamp March 20, 2014, Las Vegas

Servant Leadership Listening Empathy Healing Awareness Persuasion Conceptualization Foresight Stewardship Commit to Growth Building Community

Why Plan? If you don't know your destination, how will you know when you've arrived? Forestall problems Clarity Communication Teamwork & Collaboration Buy-In

One-Page Business Plan Company Founded 1990 Jim Horan donated online planning tool to Chapter Presidents in retail $895 Renewed for 2014 Logins & passwords Advisors Thank you notes?

One-Page Business Plan Multiyear planning Marries STRATEGY with OPERATIONS Simple, clear, focus on RESULTS Metrics Communication tool

One-Page Business Plan Start at 30,000 feet - VISION & MISSION WHAT are you building? WHY does your org exist? HOW will your Chapter be built & managed? WHAT does success look like for your Chapter? What projects/programs must be completed this year, broken into SMAARTER goals?

What’s Your Chapter Life Stage? STARTUPGROWTHMATURE Number of Members < Budget<$10K$10K - $100K+$100K Corp Partners PLANprobably not recreating the wheel continuity, alignment, communication

One-Page Business Plan Draft plan (advice available, but YOU must create) Share with PASC sponsor & colleagues Present as draft to your Board Board adds input/Finalizes Every Committee should have one: using Chapter Vision, Mission, and selected Strategies; then, 1-3 objectives, requisite Action Plans Process

VISION Within the next ____(1, 3 or 5) years, grow ______________ (organization name) into a successful ________ (geographical service area) NAWBO CHAPTER with annual funding of $__________ providing ________________ (list 2 – 3 key services or products) for/to ________________ (describe the profile of the recipient of your services). Vision Statement: What are you building? What your Chapter will look like in 1, 3 or 5 years. Practically Painless Planning

MISSION We help ___________________________ To whom are you in service? (clients, members, recipients of your service) ____________________________ What do you do for them? (Describe benefits of your services) Why does your chapter of nawbo exist? What do the recipients of your services want/need from your organization? Describe why your Chapter exists, in 8 words or less. Practically Painless Planning

STRATEGIES ● Focus on serving __________with ___________& ___________ needs. ● Create awareness of our services by ____________, ____________& _____________. ● Initial Experience: Promote membership by __________, _________ & __________. ● Revenue Model: Generate revenues by ____________, ____________ & _____________. ● Engage Corporate Partners to ____________, _____________, & ________________. ● Use Internet/Technology to ____________, ___________ & _____________. ● Assure services will be cost effective by ____________, ____________ & _____________. Define how your chapter will be built and Managed. Describe 5 to 8 things this non-profit must do extremely well over time to be successful. Practically Painless Planning

OBJECTIVES ● Increase Corporate Partner Revenue from $ _______to $ _______. ● Increase paying memberships from _________ to __________. ● Increase member retention from _______% to _______%. ● Increase number of program participants from _______to _______. ● Increase number of _______ workshops/programs from _______to _______. ● Increase _______success rate from _______to _______. Measurable Results What results must your Chapter achieve to be successful? List goals your Chapter must achieve this year to be successful. Practically Painless Planning

ACTION PLANS Project 1: ______________________________________ Project 2: ______________________________________ Project 3: ______________________________________ Project 4: ______________________________________ Work or Tasks to be completed What are capacity/infrastructure projects/programs that must be completed this year to achieve your strategic objectives? Be Specific, Measurable, Attainable, Alignment, Realistic, and Time-Bound, Evaluate and Re-Evaluate. Practically Painless Planning

One-Page Business Plan Login page "Company" = nawbo14 User ID = Chapter assigned Password: nawbo

Now It’s YOUR Turn At your table, discuss how you might change the sample plan for your Chapter What 2 or 3 BIG Objectives do you need to tackle to be successful? What will you do to bring this back to your Chapter? How can you best learn this to implement with your Chapter?

Talkback At your table, discuss how you might change the plan for your Chapter What 2 or 3 BIG Objectives do you need to tackle to be successful? What will you do to bring this back to your Chapter? How can you best learn this to implement with your Chapter?