STRATEGIC PLANNING UPDATE November 28, 2011

OVERVIEW

PHASE 1 – PREPARE TO PLAN (PLANNING TEAM)  Create website (private/public)  Review Y’s mission and focus areas – youth, health, community  ID constituencies – who cares about the Y? Who are existing and potential partners?  Document internal strengths & weaknesses, external opportunities & threats  Select a planning timeframe (five years)  Develop themes/areas of discussion, starting with focus areas.

MISSION & FOCUS AREAS Youth Health & Wellness Community

CONSTITUENCIES City Schools Hospitals - Ellsworth - Blue Hill Members Donors Other Ys The National Y State agencies Other community non-profits Surrounding communities Business communities Competitors - day care - camp - fitness - youth sports Dissatisfied customers

INTERNAL STRENGTHS & WEAKNESSES Strengths  Staff  Facility renovation  Active Board  Variety of programs  No debt  Youth engaged in the Y  New & improved website  Volunteers  Location Weaknesses  Comprehensive staff training  Marketing of camp  Aging facilities  Formal HR function  Grant writing & development  Communication  Use of Internet/new media  Multiple locations a challenge  No therapy pool  Board sometimes micro-manages

EXTERNAL OPPORTUNITIES & THREATS Opportunities  Partnerships: healthcare, schools, city, other Ys, other towns, businesses, community orgs  Moore School  New philanthropy  Arts program  New park/walking path Threats  Stagnant economy  Other camps  Commercial fitness operations  Other daycare operations  Possible city budget cuts  Moore School  RSU pre- and after-school programs

PHASE 2 – DISCUSSION/COLLABORATION (Y COMMUNITY)  Facilitate planning meetings with constituencies  Small, targeted, planned discussions with staff, members, schools, health care, businesses, donors, government, community orgs, other Ys, etc.  Research in advance, come prepared.  Get these groups to share their plans wherever possible.  Document discussions  There will likely be more than one round of conversations – people take time to think and process.

PHASE 3 – ANALYZE FINDINGS (PLANNING TEAM)  Review feedback, analyze findings  ID repeated themes, new ideas, opportunities, concerns  Compare with initial planning – what’s different?  Organize and document  Report back (collectively) to constituencies and the Board

PHASE 4 – DEVELOP THE PLAN (PLANNING TEAM, BOARD, STAFF)  Develop 3-5 key strategies  These should guide large initiatives, philanthropy, and risk management  Evaluate strategies against the opportunities and risks identified in Phase 1 and reviewed in Phase 3  Vet strategies with stakeholders  Exact process TBD - will depend somewhat on findings and strategies  Revise and publish

Q4 2011Q1 2012Q TIMELINE (PROPOSED) 1: Prepare2: Meet3: Analyze4: Plan Checkpoints