1 Plan 2004. 2 Plan 2003 – Recap Projects Team Create and Manage a Project Support Policy Project Funding / Support Create a Project Monitoring Infrastructure

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Plan 2004

2

Plan 2003 – Recap

Projects Team Create and Manage a Project Support Policy Project Funding / Support Create a Project Monitoring Infrastructure Volunteer Involvement in Projects Project Funding Budgets

Marketing Team Vibha Positioning Vibha Branding Vibha PR & Media Strategy Vibha Collateral

3

Plan 2003 – Recap

Fundraising Team Seed Money Allocation Event Support – Walk etc Products, ADP Local AC Activities 2004 Planning

Volunteer Relations Team Assist ACs / Volunteers Ensure continuity of the volunteer movement Facilitate better communication Assist Volunteers in Vibha related roles

4

Plan 2003 – Recap

IT Team National Website Database Infrastructure Applications and Transaction Management Patron / Volunteer Intranet

COO Operational Efficiency Communication Planning/Execution Process

5

2003 – Financial Recap

Plan 2003 Revenue: $230K, Income: $155K

2003 Actual (Indicators, not Final) Revenue: $340K, Income: $280K Increase over Plan: Rev – 48%, Inc –

80%

Projects Funded: $48K

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Vibha V Sat

V Sat Score (Max 7) Mean: 5.42, Median: 5, % Below 5: 6.5%

Top Reason for Volunteering Child Development: 64% India Development: 13% Vision, Mission of Org: 10%

Top 3 Reasons for Volunteering for Vibha Child Development: 77% India Development: 70% Vibha’s Mission, Vision: 40%

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Vibha V Sat

ATL

AUS

BA

DAL

DC

HOU

MN

NJ

SAC

SFO

OTH

Total

EXEC

ACC

Number of Responses 5 6 18 5 1 1 5 1 2 1 2 47 5 9

Performance of ExecMean 2.6 3.2 3.2 3.4 3 2 2.8 4 3.5 4 3 3.11 2.6 2.9

Median 2 3 3 4 3 2 3 4 3.5 4 3 3 3 3

"In tune with reality" (Exec) Mean 3.2 3 3.5 3 3 1 2.8 3 4 4 3.5 3.23 3.2 3

Median 3 3 3.5 3 3 1 3 3 4 4 3.5 3 3 3

Performance of ACCMean 3.6 4.7 3.9 3.7 2 3 3 2 3.5 4 4 3.73 4 3.1

Median 4 5 4 4 2 3 3 2 3.5 4 4 4 4 3

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Plan 2004 – Projects TeamDeliverables

Project Funding – ActiveProject Funding Budgets Project Funding Goals for 2004 – April 2004

Project Monitoring Mechanism Project Leads Mechanism - Active Vibha “Contract Employee” for Southern Projects

- Active Extend “Contract Employee” for other states or

appoint an organization – May 2004 Decision Vibha India Option to be evaluated and structure

proposed (along with rest of Exec with other functions considered) – June 2004 (Plan)

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Plan 2004 – Projects TeamDeliverables

Volunteer Involvement in Projects Enhanced communication on Volunteer

Visits to Projects Projects Documentation Team to develop

projects content for Website

Adopt a Project Analyze feasibility of this Coordinate with Programs and Products

Team, Office on mechanism

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Plan 2004 – Fundraising TeamDeliverables

Event/AC Account Closure (2003) Insurance availability for Events for 2004 and 2005 Budget, Seed Money and Reimbursements approvals for AC events Simplified Process Execution

Launch “Penny Drive” (Stretch Goal) 2005 Event Planning and Ground Work National Sponsorship Efforts (Stretch Goal) Look into National Support for Cricket

11

Plan 2004 – Fundraising TeamDeliverables

Walk National Coordination Lead Identified – Mukesh Mirchandani (BA) Walk 2004 planning/execution at Atlanta, Austin,

Bay Area, Dallas, Minnesota Improved Communication w/ reg conf calls Early budget, seed money approvals Early IT back end support for registrations, pledge

drive and support mechanism Coordinate National Walk Webpage and

standardized template for AC Walk pages Publicity material including images, copy Standardized Receipting Mechanism Design and creation of Walk Memento T Shirt Design Coordination of Pledge Drive

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Plan 2004 – Programs and Products Team: Deliverables

New Exec Position (3/7/04), Goals to be verified by new Director Products Close accounts and inventory for 2003 Test and deploy Products Shopping Cart Simple process for Online Sales / Delivery Products for 2004 Simple process for managing local inventory

and accounts, feedback mechanism Coordinate Web / Publicity requirements for

ACs National Products Drive (Stretch Goal)

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ADP Improved communication with ACs on ADP and

sign ups. Back end receipting mechanism Bank options – Move to BofA or other based on

logistical / financial requirements Increased Patron Communication – 2 mails per

year Coordinate Publicity Material Requirement for

ACs to enable them on achieving sign up goals Improved FAQ / Forms on vibha.org National ADP Drive (Stretch Goal)

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New Initiatives United Way and Foundations – Process

and Mechanisms (Stretch Goals) Automobile Donation Program Coordination with Projects Team and

Office on “Adopt a Project” Scheme

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Plan 2004 – Volunteer Relations Team

Deliverables

Volunteer Services Monthly Newsletters Pro active follow up with new volunteers

(inbound) until they are contacted by AC / Team

Volunteer Portal / Intranet with quick access, for information required by volunteers

Support Services as required / possible

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Plan 2004 – Volunteer Relations Team

Deliverables

Volunteer Growth Process for new volunteer orientation

across ACs Support ACs to increase volunteer strength

– Documents and Tools Assign “Volunteer Relations

Representatives” to all ACs for communication and activity support

Enable at least six currently inactive ACs to become active

Add at least two new ACs (Stretch Goal)

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Plan 2004 – IT Team Deliverables

Regular Support Enable ACs strengthen their web presence,

usage Admin of accounts, websites Monitoring/Changing AC Content for Nat’l website Guidance/support for Applications

Support Projects Team with multi access level document archive

Maintain Projects Website (Tech, not content) Maintain Volunteer Portal (Tech, not content)

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Plan 2004 – IT Team Deliverables

Credit Card Support Vendor Evaluation and Selection Online Donations Page

Walk Web Page (Prior to Walk Publicity) Registrations, Pledge Drive NPO, Corp Teams (Stretch Goal)

New Vibha.org Contingent to content from Marketing Team

Products Shopping Cart Event Ticket Sales Piggy Back (Stretch Goal)

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Plan 2004 – Marketing Team Deliverables

Marketing Team Members required! New Vibha.org Content development / coordination

Vibha Publicity Material Vibha Video (5 min) for showing at events Vibha Marketing Collateral support

Modification of current three fold flier Other collateral design as required / possible

Vibha PR / Media Activity India Today Advt (Completed) Zee TV / Other Ad for Walk (Coordination only) News Releases to various media

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Plan 2004 – COO Deliverables

Exec Activity Monitor and track progress on all national team

deliverables Fill in on an Ad-hoc basis in functions when

required and if possible Administrative Functions Ensure Smooth Functioning of Administrative

Support Expense Management Budgeting

Communication Ensure that deliverables and priorities are

communicated effectively Communicate Progress on deliverables Board – Volunteers Interaction

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Plan 2004 – COO Deliverables

Organizational Development Proactively understand Organizational, Patron and

Volunteer Needs and ensure that they are addressed or have a plan to address the same

Volunteer Satisfaction issues to be worked on – Reducing “unsatisfactory” experiences by at least a quarter

Vibha India – Task Owner, with deliverables from other teams (Plan due in June 04)

Ensure that Vibha Strategy is well communicated within the organization (April 04, Preliminary)

Plan 2005 Coordinate (through VRRs) Plan 2005 by end 2004 Plan 2005 to be announced in the first two weeks

of 2005

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Plan 2004Revenue Outlook

Events ADP Products Total

Austin $ 21,550 $1,000 $ 1,000 $ 23,550

Atlanta $ - $ - $ - $ -

Bay Area $ 74,500 $3,000 $ - $ 77,500

Dallas $ 16,950 $1,350 $ 400 $ 18,700

DC $ 7,700 $ - $ - $ 7,700

Houston $ - $ - $ - $ -

Minnesota $ 3,900 $1,000 $ 400 $ 5,300

New Jersey $ 3,400 $1,600 $ 450 $ 5,450

Philadelphia $ - $ - $ - $ -

San Francisco $ 4,500 $ - $ - $ 4,500

Sacramento $ - $ - $ - $ -

Current ADP $ 73,320

Office Donations* $ 20,000

Foundations* $ 30,000

Net Revenues $ 266,020

* Not Planned for or Worked towards

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Planned Revenue: $266K Plan Growth over 2003: -22% Required Growth Rate: 20%

Required to sustain project support

Required Revenue: $408K

We need to work harder to beat our plan Revenue Target: $408K Each of us needs to set “Stretch Goals” to

make up for the difference of $142K

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Possible Sources of Additional Revenue Foundations, United Ways Products, ADP (National and AC Level) New “Programs and Products” Function

AC Sources for Additional Revenue One or Two additional small events Booths Penny Drives

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Vibha Priorities – V Sat

Most Critical Goal Increase Volunteer Strength (37%) Enhance Brand Identity (22%)

Most Critical Tasks Marketing Collateral (57%) Vibha.org (47%) Increasing Volunteer Strength (58%) Foundations / Corporations (54%) Volunteer Intranet (52%)

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Vibha Priorities Addressing Them

Increase Volunteer Strength (37%) Have Regular Meetings Advertise meetings on local bulletin boards

as well as on Meetup.com, Sulekha.com etc Use services of VolunteerMatch.com etc Update yourac.vibha.org with activities and

contact points Break out activities to granular levels and

parse them out

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Vibha Priorities Addressing Them

Enhance Brand Identity (22%) Local AC Level

Post Fliers at Grocery Stores, Local Bulletin Boards etc

Web Banners on local websites Booths at events, stores, restaurants

National Level Vibha Advertisements in National Media (three) Vibha Press Releases for National and Local

Media Vibha Video for screening at events etc

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Plan 2004

Open Discussion:

How do we achieve our stretch goals?