1. CY 2014-15 OBJECTIVE: ‘What’ is Winning … Increase the impact of the National Trust movement by providing an effective global focal point and supportive framework for 1) advocacy and 2) the worldwide growth of National Trusts and similar heritage- based organizations. STRATEGIES: (Captain) ‘How’ we will Win … 1.Collaborate. (Leonard) Provide high value network opportunities for INTO membership to share best practices and to advance cutting-edge heritage conservation issues. 2. Advocate. (Turner) Lead a high- impact, goal-focused advocacy program to address heritage conservation issues critical to INTO’s membership. 3. Communicate. (Leonard) Inspire and engage the members of INTO and the supporters of its member organizations through a focused and robust 21 st century communication effort. 4. Organizational Strength. (Brown) Articulate and advance an agenda for a high efficiency/high effectiveness organizational culture for INTO. 5. Financial Strength. (Turner) Build financial stability through main- tenance of existing, and attraction of new, resources, establishment of an appropriately scaled fundraising effort, and strong financial oversight. Calendar 2014 PLANS: (Owner, Date) 1a Work with NTEWNI on preparations for successful 16 th ICNT in Cambridge 2015 (Leonard, 31/12) 1b Evaluate membership services programme for recruitment & retention (Maurice, 31/8) and review (31/10) 1cPlan successful collaborative event in Galicia during ExCo face-to-face (Leonard 30/9) 1dReview and evaluate results of youth research (Leonard, 31/7) 1e Manage 3 rd round of Small Grants Programme (Read, 31/8), and evaluate (31/12) 2a Prepare advocacy plan (priorities, goals, comms) for approval by EC (Molesworth, 30/9) and members (31/12) 2b Implement (31/5) next steps for Entebbe Declaration 2c Organise successful participation in Global Heritage Forum (Molesworth, 30/9) and Barbados workshop (Turner, 31/5) 2d Define TOR (31/7); convene tourism group (Wheelock, 30/9) 2d Advance advocacy agenda (Maurice 31/12) 3aWork with EC to develop consistent message & position INTO at centre of global NT movement ( Comms Manager, 31/12) 3bPublish Annual Report (Leonard, 30/6) 3c Review Comms Manager role (Leonard, 31/8) 3d Reconsider membership survey proposal (Leonard, 30/6) 3e Advance communications plan (Leonard, 31/12) 4aEvaluate new format EC calls ( Leonard, 31/05) 4bGain EC approval for a series of EC governance and management protocols (Brown, 31/5) 4cComplete EC survey to assess progress (Brown, 31/8) 4d Explore options for membership growth (Leonard, 31/8) 4e File Directors’ paperwork with Companies House etc (Leonard, 31/5) 4f Develop systems for future filings (Staniforth, 31/8) 5a Work with new Accounts Volunteer to improve accounting processes (White, 30/6) 5b Monthly financial reports; meet 2014 budget (White, 31/12) 5bAdvance fundraising plan (Turner 31/12) 5cReview volunteer Amicus co-ordinator role (Leonard, 31/5) 5d Organise successful fundraising walk in Spain (Turner, 30/9) 5e Research and bid for funding support for the 2015 ICNT and other possible forthcoming programmes (Leonard, 31/12) One Page Strategic Plan ® v. 1.1 CY2014 Updated: 27/11/13 CONFIDENTIAL One Page Solutions LLC © Copyright 2009 – Format Only GOALS: (Owner: Leonard) CY13CY14CY15 Collaborate ICNT/opps for collaboration 150/50/6350/6 Advocate TBD Communicate 3-Yr Communications Plan Completion 50%80%100% Org Strength EC satisfaction82% satisfied or above 85% v satisfied 85% Financial Strength Net Annual Budget $TBC$10K$25K Net from ICNT Conference $3,000 TBC N/A$10K Amicus Members18 - not all active 70100 INTO Members60 incl 7 new in 2013 7085 Mission: Promote the conservation and enhancement of the cultural and natural heritage of all nations for the benefit of all the people of the world. Paper 4, Feb 2014