PRESENTED BY : Shawn C. Petty SUSTAINABILITY A Texas ACE Training Series 3/21/14 STAR T 1

TEXAS ACE| SUSTAINABILITY TRAINING SERIES| DATE: 3/21/14 “To introduce Texas ACE Grantees to a set of tools and materials that will help in the development of effective sustainability plans” We want to…. TODAY’S TRAINING OBJECTIVE 3

Why Is Sustainability Planning Important? If you fail to plan, you plan to fail! If you fail to plan, you plan to fail!

Short-Term Funding Changing Environment Can’t Afford Not To Many funding sources supporting out-of-school-time initiatives are short- term in nature. We operate in a rapidly changing environment (political, economic, and demographic changes). We simply cannot afford to lose quality comprehensive programs. TEXAS ACE| SUSTAINABILITY TRAINING SERIES| DATE: 3/21/14 3 IMPORTANT REASONS TO PLAN

Provide Clarity A strong sustainability plan can clarify where you are and where you want to go. Provide Direction A sustainability plan helps you develop long-term strategies and provides benchmarks to measure progress. Demonstrates Value A well-developed sustainability plan that is actively referenced can demonstrate the value of the program to stakeholders. TEXAS ACE| SUSTAINABILITY TRAINING SERIES| DATE: 3/21/14 USES OF A SUSTAINABILITY PLAN 6

ACTIVITY TEXAS ACE| SUSTAINABILITY TRAINING SERIES| DATE: 3/21/14 1.Take a few minutes to think about the characteristics of some organizations that you know have sustained their programs? 2.Write down on a piece of paper all the characteristics you can think of. (you may need to pause the webinar) 7

Vision Results Orientation Strategic Financing Orientation Adaptability to Changing Conditions Broad Base of Community Support Key Champions TEXAS ACE| SUSTAINABILITY TRAINING SERIES| DATE: 3/21/14 KEY ELEMENTS OF SUSTAINABILITY Strong Internal Systems 7 Sustainability Plan 8 8

VISION Do you know what you want to sustain? How does your initiative fit within the community? What do you mean by sustainability? KEY ELEMENTS ONE TO FOUR TEXAS ACE| SUSTAINABILITY TRAINING SERIES| DATE: 3/21/14 VISIONRESULTSSTRATEGICADAPTABLE RESULTS ORIENTATION Adopt a results framework. Be clear about the results you want to achieve. Use indicators and performance measures to track progress. STRATEGIC FINANCING What are your expected fiscal needs? Maximize existing resources & available sources of revenue. Explore new revenue sources. ADAPT TO CHANGE Monitor funding opportunities. Consider new ways to highlight your work and program. Identify opportunities to improve policy climate. 9

COMMUNITY SUPPORT Develop a plan to create a desired identity. Nurture a community presence. Encourage involvement of all stakeholders. 10 KEY ELEMENTS FIVE TO EIGHT TEXAS ACE| SUSTAINABILITY TRAINING SERIES| DATE: 3/21/14 COMMUNITYCHAMPIONSSYSTEMSPLAN KEY CHAMPIONS Identify key decision makers. Develop an outreach plan. Cultivate a wide range of champions. INTERNAL SYSTEMS Involve all the people you need to carry out your vision. Ensure that you have strong fiscal management, accounting, information, & personnel systems. SUSTAINABLE PLAN Develop a comprehensive plan that takes account of short- and long-term needs. Identify resources to overcome challenges.

Vision Results Orientation Strategic Financing Orientation Adaptability to Changing Conditions Broad Base of Community Support Key Champions TEXAS ACE| SUSTAINABILITY TRAINING SERIES| DATE: 3/21/14 KEY ELEMENTS OF SUSTAINABILITY Strong Internal Systems 7 Sustainability Plan 8 11

© 2014 The Finance Project - Used under license - TEXAS ACE| SUSTAINABILITY TRAINING SERIES| DATE: 3/21/14 12 INTRODUCING THE TOOLKIT

Introductory Webinar Overview Why is Sustainability Planning important? How does one use their Sustainability Plan? What are the 8 Elements of Sustainability? Plan to Plan Assess “readiness” Define “initiative” Clarify planning parameters Decide whose input you need Decide how that input should be structured and managed. Develop a workplan. Overview Plan to Plan TRAINING SERIES – PART ONE TEXAS ACE| SUSTAINABILITY TRAINING SERIES| DATE: 3/21/14 © 2014 The Finance Project - Used under license

© 2014 The Finance Project - Used under license - TEXAS ACE| SUSTAINABILITY TRAINING SERIES| DATE: 3/21/14 TRAINING SERIES – PART ONE 14

We are offering seven face-to-face ½ day trainings this Spring. You may register to attend one of the trainings by clicking HERE. You may bring up to 5 people to the training. HERE Face-2-Face Training Module I & II Self-Assessment Tool Access the online version of the Self-Assessment HEREHERE I.Building a Sustainable Initiative II.Developing a Vision & Results Orientation Diagnostic tool to help you: Assess progress Identify strengths & weaknesses Determine where to target scarce resources TRAINING SERIES – PART TWO TEXAS ACE| SUSTAINABILITY TRAINING SERIES| DATE: 3/21/14 15 © 2014 The Finance Project - Used under license -

Face-to-Face Full Day Training – 1 Location Face-to-Face Full Day Training – 2 Locations Module III – Creating a Strategic Finance Plan TRAINING SERIES – PART III & IV TEXAS ACE| SUSTAINABILITY TRAINING SERIES| DATE: 3/21/14 16 Identify fiscal resources needed to achieve vision Develop strategies to access those sources Tools Provided = Fiscal Worksheets © 2014 The Finance Project - Used under license - Modules IV & V – Capacity & Workplan Build organizational capacity & community support Write your plan Tools Provided = Design & Workplan Worksheets

Register for Training Attend Training Prepared to Work Sustainability Training Series Right Now: TEXAS ACE| SUSTAINABILITY TRAINING SERIES| DATE: 3/21/14 NEXT STEPS Give FeedbackNext: Take Assessment Complete Assignments & Attend Next Training Fall 2014 Rollout of Additional TrainingFuture: 17

THANK YOU FOR YOUR TIME TEXAS ACE| SUSTAINABILITY TRAINING SERIES| DATE: 3/21/14 END Action Items: 1.Register for training by clicking HEREHERE 2.Complete the Self-Assessment HEREHERE