This information is confidential and was prepared by The Bridgespan Group solely for the use of our client; it is not to be relied on by any 3rd party without The Bridgespan Group's prior written consent. Highlights from the Affiliate Member Services Business Plan Presentation to the Affiliate Forum July 18, 2005

This information is confidential and was prepared by The Bridgespan Group solely for the use of our client; it is not to be relied on by any 3rd party without The Bridgespan Group’s prior written consent. 2 The beginning of a journey 1.Maximizing the power of partnership: Working both at the national level and in partnership with community-based affiliates is the best way to advance NCLR’s mission 2.Realizing the potential of the network: NCLR believes there are opportunities to strengthen and better leverage its relationship with affiliates 3.Embarking on a joint effort: To reach that potential, NCLR reached out to affiliates to learn about what they can do together to maximize impact in the community

This information is confidential and was prepared by The Bridgespan Group solely for the use of our client; it is not to be relied on by any 3rd party without The Bridgespan Group’s prior written consent. 3 Jul Conference Engaging with affiliates Affiliate listening tour Sept Mar Apr Fall 2005 Mar Apr Affiliate Council meeting Affiliate Survey Regional affiliate meetings Affiliate Council meeting Liaison Committee formed Board meeting Nov Bridgespan process began Dec NCLR Annual Conference

This information is confidential and was prepared by The Bridgespan Group solely for the use of our client; it is not to be relied on by any 3rd party without The Bridgespan Group’s prior written consent. 4 Maximizing impact: NCLR’s theory of change Those services are broadly available The needs of Hispanics are known Good services are developed to address those needs Hispanics reach equality with non- Hispanics in the United States Ultimate vision Hispanics are empowered to take advantage of services Hispanics have the ability to improve their socio-economic status Hispanics have the opportunity to improve their socio- economic status Social barriers to equity are removed Legal barriers to equity are removed

This information is confidential and was prepared by The Bridgespan Group solely for the use of our client; it is not to be relied on by any 3rd party without The Bridgespan Group’s prior written consent. 5 Affiliates want an active role in advancing NCLR’s goals % of affiliates selecting role as “most important”

This information is confidential and was prepared by The Bridgespan Group solely for the use of our client; it is not to be relied on by any 3rd party without The Bridgespan Group’s prior written consent. 6 Affiliates look to NCLR for advocacy expertise Number of affiliates selecting reason as “most important”

This information is confidential and was prepared by The Bridgespan Group solely for the use of our client; it is not to be relied on by any 3rd party without The Bridgespan Group’s prior written consent. 7 General membership Latino-serving community-based organizations who work with NCLR to fulfill its mission Strengthening the partnership NCLR services: Advocacy (e.g. policy briefs, advocacy days) Networking (e.g. annual conference) Select technical assistance Clear criteria for the selection of sub-grant recipients Affiliate responsibilities: Support NCLR Highlight issues facing Hispanics in their community Serve as a balanced, large, and representative constituency

This information is confidential and was prepared by The Bridgespan Group solely for the use of our client; it is not to be relied on by any 3rd party without The Bridgespan Group’s prior written consent. 8 Building deeper relationships Institutional partners Advocacy partners Next generation Program partners Active advocacy affiliates in NCLR’s priority areas Large & loyal supporters in any issue area Engaged program affiliates in NCLR’s priority areas New & innovative affiliates in any issue area General members

This information is confidential and was prepared by The Bridgespan Group solely for the use of our client; it is not to be relied on by any 3rd party without The Bridgespan Group’s prior written consent. 9 Targeting services: Advocacy partners Institutional partners Advocacy partners Next generation Program partners NCLR services: In-depth advocacy training Access to senior policy expertise Knowledge-sharing forums Eligibility for NCLR advocacy sub-grants Affiliate responsibilities: Initiate their own advocacy efforts Support NCLR’s advocacy efforts General members

This information is confidential and was prepared by The Bridgespan Group solely for the use of our client; it is not to be relied on by any 3rd party without The Bridgespan Group’s prior written consent. 10 Targeting services: Program partners Institutional partners Advocacy partners Next generation Program partners NCLR services: Support for working with NCLR on a program Data systems and training Knowledge-sharing forums Eligibility for NCLR program sub-grants Affiliate responsibilities: Codify and distribute programs or implement NCLR’s models Collect data on program success (or failure) to support policy efforts General members

This information is confidential and was prepared by The Bridgespan Group solely for the use of our client; it is not to be relied on by any 3rd party without The Bridgespan Group’s prior written consent. 11 Targeting services: Institutional partners Institutional partners Advocacy partners Next generation Program partners NCLR services: Access to NCLR relationships (e.g. special receptions with key NCLR contacts) Access to senior policy expertise External promotion Affiliate responsibilities: Strong voices supporting NCLR: -Join coalitions with NCLR around highest priority policy issues -Support NCLR in the community, press Experienced role models General members

This information is confidential and was prepared by The Bridgespan Group solely for the use of our client; it is not to be relied on by any 3rd party without The Bridgespan Group’s prior written consent. 12 Targeting services: Next generation Institutional partners Advocacy partners Next generation Program partners NCLR services: Targeted technical assistance (e.g. finance, organization building, leadership) Subsidies to participate in NCLR events Affiliate responsibilities: Develop innovative services -Engaging new communities -Working on new issues Serve as the pulse of a dynamic constituency -Highlight issues -Provide data on community needs General members

This information is confidential and was prepared by The Bridgespan Group solely for the use of our client; it is not to be relied on by any 3rd party without The Bridgespan Group’s prior written consent. 13 Changes for affiliates Movement between categories: All affiliates are general members and can become partners when both NCLR and the affiliate wish to engage more deeply Dues: NCLR proposes to move to a sliding scale for membership dues Disaffiliation: There may be times when either NCLR or an affiliate determines that affiliation is no longer a good fit

This information is confidential and was prepared by The Bridgespan Group solely for the use of our client; it is not to be relied on by any 3rd party without The Bridgespan Group’s prior written consent. 14 Changes for NCLR Senior staff in field officesElevated role for AMS To support its affiliate relations NCLR will elevate the role of AMS within headquarters and put in place new communications, planning processes, and information systems To provide a greater level of localization and customization, NCLR proposes to shift more resources into the field including more senior- level policy staff

This information is confidential and was prepared by The Bridgespan Group solely for the use of our client; it is not to be relied on by any 3rd party without The Bridgespan Group’s prior written consent. 15 Closing the gap