1. Module V: Writing Your Sustainability Plan Cheri Hayes Consultant to Nebraska Lifespan Respite Statewide Sustainability Workshop June 23-24, 2015 © 2011 The Finance Project. Used under license.

2. Module V: Writing your Sustainability Plan  Goals To develop a work plan for implementation of your financing and sustainability goals and strategies To develop a written “business” plan as a guide for internal management and a basis for external introductions, fundraising and reporting  Tools: Environmental Scan; Self- Assessment Summary, Design Worksheets © 2011 The Finance Project. Used under license.

3. Steps to Complete Module V 1. Develop a work plan for getting the job done 2. Write the sustainability plan 3. Review and revise 4. Determine how you will use your plan for internal decision making and external communications 5. Adopt the plan and celebrate! © 2011 The Finance Project. Used under license.

4. 1. Develop a Work Plan  Align with existing management tools and processes  Seek input from those who will be charged with implementation of the work plan  Establish a process for monitoring progress on your work plan  Set a realistic and disciplined timeline for completion of the plan © 2011 The Finance Project. Used under license.

5. A Written Sustainability Plan…  Translates all of the information generated in the planning process into a single concise, compelling document  Provides those who participated in planning with a summary of decisions and a sense of clarity and accomplishment  Is an important tool for educating potential partners, investors and champions about the history, successes and future plans for your Local Lifespan Respite Network  Is an important tool to guide internal management decision making and administration © 2011 The Finance Project. Used under license.

6. Sustainability Plan: Suggested Organization  Executive Summary  Your Local Lifespan Respite Network History and Development Current Mission, Scope of Work and Organizational Status Future Plans and Directions  Strategic Considerations Changing Environment for Nebraska Lifespan Respite Strengths and Weaknesses Opportunities and Threats © 2011 The Finance Project. Used under license.

7. Sustainability Plan: Suggested Organization, continued  Action Plan and Timetable  Summary of Anticipated Outcomes  Appendices © 2011 The Finance Project. Used under license.

8. For Each Section of the Plan, Module V Presents:  Suggested page length and content coverage  Information sources to cite  The “Big Picture”  Suggested presentation  Potential pitfalls to avoid © 2011 The Finance Project. Used under license.

9. 2. Write your Sustainability Plan  Establish drafting responsibility and deadlines  Use good work you have already done for proposals, reports, etc.  Get needed help if you don’t have a strong writer on staff  Tailor your plan to your needs, priorities and prospects  Review and revise – take account of the input from key stakeholders  Officially adopt and celebrate  Make your plan a living guide for internal management decisions as well as for external communications © 2011 The Finance Project. Used under license.

10. 3. Review and Revise  Determine who needs to review and weigh in on the draft plan Internal audiences and constituencies – board members, senior staff, those who will be charged with implementation External audiences and constituencies – key stakeholders, key champions, critical current funders  Determine how to incorporate their input  Make sure they see themselves in the final document © 2011 The Finance Project. Used under license.

11. 4. You Can Use Your Sustainability Plan to…  Manage your work Maintain a focus on your vision and desired outcomes Monitor progress toward implementation Measure results  Communicate your work and build broad support Use language and storyline in marketing materials Share plan with potential partners, investors, and champions Enlist key champions who can bring aboard other decision makers and opinion leaders  Secure new public and private-sector funding Include language and information from the plan to make a strong case for continued, new and increased funding © 2011 The Finance Project. Used under license.

12. 5. Adopt and Celebrate!  Important to officially adopt the plan  Use the adoption process to recognize the work of those involved  Use the adoption process as an opportunity to build momentum and publicize your Local Lifespan Respite Network and its good work  Develop a roll out plan – don’t hide your light under a bushel! © 2011 The Finance Project. Used under license.

13. Internal Management Systems Brainstorming Strategies  Develop a communications plan to address internal communication between partners and external communications with the public  Review governance structure to ensure it meets your needs  Enlist support to strengthen fiscal management  Enlist support to strengthen data collection, analysis and reporting  Develop strong systems for volunteer recruitment, training, monitoring and support © 2011 The Finance Project. Used under license.

14. Prioritizing Strategies Decision framework:  Importance for accomplishing your sustainability goals  Ease of implementation  Financial feasibility  How can you sequence your efforts? What comes first? © 2011 The Finance Project. Used under license.

15. Next Steps  Brainstorm Environmental Scan (Worksheet #1) – Identify potential partners and competitors Clarify major economic, demographic, political and fiscal factors that will affect your Local Network work  Focus on one element and brainstorm potentially effective strategies  Share and discuss with all workshop participants © 2011 The Finance Project. Used under license.