Nationwide Leadership Council

“Town Hall Meeting”

August 2008

Welcome!

Our goals today:

• Advance and improve dialogue with you• Advance Nationwide Strategic Directions• Our impact:

– CBM - what do we need to do differently?

• Resource Acquisition: Fund Development– A challenge & opportunity– Stewardship of Donors

• Leadership Network – Building an Exceptional Board

CBM: Achieving True Community Impact

• New CBM match growth is down 2% Jan-Jun– NE -6%– SE +4%– MW -1%– SW -5%– W -7%

• 2007 highest growth ever in new CBM: 10%• Goal for new CBM match growth in 2008: 8%

How do we turn the tide?

• Effectiveness of volunteer recruitment campaign.

• The challenges of converting volunteers to matches. (AIM data show a 26% conversion rate.)

• CBM growth - a staff capacity issue.

• CBM growth - the impact of staff turnover.

What’s Going On?- CBM Poll

Is Recruitment Campaign Working?

• Is volunteer recruitment down?

• What is the response to the Campaign for Men?

• What could you use that you don’t have?

• Have you done any different recruitment that has been effective?

• Data show this is a challenge – AIM agencies report a 26% yield rate

• What is keeping volunteers from getting matched?

• How have you addressed this challenge? Any successes?

• What would it take?

• How can NLC and BBBSA help?

Are you converting new volunteers to new matches?

• What has changed since last year’s growth in new CB matches?

• What’s the challenge?

• Successful strategies?

• What can NLC and BBBSA do to help?

CBM Growth – A Staff Capacity Issue?

CBM Growth – Staff Turnover?

• Has staff turnover impacted new CB matches?

• What positions have been involved?

• What has been the impact?

• What could the NLC and BBBSA do to help?

Next steps for CBM Discussion

• NLC to address at September meeting

• BBBSA leadership gathers & reviews input from Town Halls

• NLC and BBBSA target support for agencies

• Summaries, full network response on Agency Connection

Fund Development

A pressing challenge for many

An opportunity for the network

Support in the works:

• NLC Fund Development Committee– Process for sharing best practices– Review of Fund Development Toolkit– Models & resources for day-to-day agency needs– Staff recruitment, training & retention

• 3-Year Agency Growth & Development Strategy– Process– Time frame

Stewardship of Donors

• Key to Fund Development success• Opportunity for our network• What support would be most helpful?

Stewardship Poll - What Will Help?

1. Donor-focused marketing materials. - i.e. sample letters, sample annual reports

2. Process & templates. - i.e. stewardship calendar, follow-up

procedures

3. Training for Boards and staff - “Stewardship 101”

Stewardship of Donors – Donor-Focused Marketing Materials

• Sample letters?

• Sample Annual Reports?

• Other materials?

• Successful examples?

Stewardship of Donors -Process & Templates

• Stewardship calendars?

• Follow-up procedures?

• Successful techniques?

• Other?

Stewardship of Donors – Training for Boards and Staff• Would it be helpful to share the basics

of donor stewardship?

• If so, what basics should be covered?

• How should training be delivered?

• Successful examples?

• Other?

Fall Leadership Network: Building an Exceptional

Partnership with Your BoardThursday Friday

8:30 am-3:00 pm

Audience: CEOsTopic: Influence & Managing

ChangeFacilitated by Karen

Osborne

Audience: Board Members and CEOsTopic: Executing the Plan

Facilitated by BoardSource

3:30-5:00 pm Audience: CEOsStrategic Issues

Peer-to-peer learning

6:00-7:00 pmCocktail Reception for CEOs

and Board Members

7:00-8:30 pm Board only – Discussion of Strategic Issues

(Dinner)

Next steps

• NLC in September

• How your input will be used

• Follow-up– Agency Scorecard, Town Hall Summary– Commitment to ongoing dialogue!

Thanks!