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 Board ThursdayFriday 8:30 am-3:00 pm Audience: CEOs Topic: Influence & Managing Change Facilitated by Karen Osborne Audience: Board Members and CEOs Topic: Executing the Plan Facilitated by BoardSource 3:30-5:00 pmAudience: CEOs Strategic Issues Peer-to-peer learning 6:00-7:00 pm Cocktail Reception for CEOs and Board Members 7:00-8:30 pmBoard 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!