carolinas district club coaching day · your club’s efforts? easy steps gather & analyze...
TRANSCRIPT
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Track 3:
Club Strengthening
Carolinas DistrictClub Coaching Day
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Strategic Planning for Clubs
of All Sizes
KC Ramsay
Lt. Governor, Division 12
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An organization’s road map
To choose the roads you want to
take
The strategic plan ensures you
reach your destination – your
goals!
What is a Strategic Plan?
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If you want to go fast, go
alone. If you want to go far,
go together.”~ African proverb
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Inspiration-Membership & Engagement
Impact-Meaningful Service
Image-Our Kiwanis Image
Investment-Financial Viability
Four priority areas
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Goal: To build, retain and support a
growing Kiwanis membership
network
Increase membership
Open clubs
Develop leaders
Focus on service to invite new members, strengthen clubs and open clubs
Build a strong network of local and
global partners
Inspiration: Goal and strategies
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GOAL: To perform meaningful
service, with service to children
as our priority
Empower and support growth in our Service
Leadership Programs
Align relevant service with community
needs
Encourage the development of
a signature project in each
club
Encourage hands-on service
projects
Impact: Goal and strategies
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GOAL: To enhance the
Kiwanis image
worldwide
Increase name recognition worldwide
Increase knowledge of our mission, both
internally and externally
Unify all Kiwanis brands
Promote the Kiwanis vision and vivid description as supported by the
Objects of Kiwanis
Promote signature projects
Image: Goal and strategies
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GOAL: To ensure
financial viability and responsible stewardship
Exercise proper stewardship of resources
Build a non-dues revenue base
Simplify the organizational dues structure and processes
Develop financial education
Build the Kiwanis Children’s Fund
Investment: Goal and strategies
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And finally…why do clubs need a strategic plan for the future?
BecauseKids Need Kiwanis!
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What is happening within
your club that makes it
strong?
What opportunities does
your community offer that
can help achieve your
clubs vision?
What are the
weaknesses within your
club that are barriers?
What are the external
factors that might hinder
your club’s efforts?
Easy Steps
Gather & Analyze Information
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• Determine strategies and tactics
• Determine where you want to go
• Determine what metrics to use
• List action steps and timelines
Develop Your Plan
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• Design a plan overview of club goals
• Announce the plan to club members
• Prepare the “hand-off checklist” for club
committees
• Share the plan.
• Get everyone on board
Communicate the Plan
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• Create action steps
• Assign responsibilities
• Establish timelines
• Identify resources
• Monitor progress
Implement the Plan
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Track outcomes – NOT outputs
• Use tools to record metrics
• Assess progress at board and club meetings
• Review the plan - adjust if needed
• Share results and lessons learned
Measure Results
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Techniques for Creative
Fundraising
Greg McDonald
District Formula Chair
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• Determine your mission, needs and goals
• Don’t do what everyone else does
• Develop new opportunities
• Don’t feel you have to hide your
fundraising
Planning
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• Delegate responsibility
• Don’t leave it up to one person
• Leverage current relationships
• Leverage your resources
Implementation
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• Get to know your donors
• Don’t try to involve the whole world
• Try to counter the diffusion of responsibility
• Be conscious of a donor’s sense of fairness
• Don’t just ask for money
• Acknowledge all donations
Donor Management
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• Effectively tell your
story
• Ramp up media
relations
• Have an identifiable
“victim”
• Keep it local
Publicity
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• Evaluate your
current strategies
• Analyze impact on
finances and
volunteer
resources
Evaluation
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Carolinas District Foundation
• Funded by Club and individual gifts
• Annual fund campaign
• Nine member executive committee
• Endowment of approximately $800K
• Grants to Carolinas District Clubs
• Scholarships for Key Club and Circle K
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Carolinas District Foundation
Types of Awards and Grants• SLP Charter Assistance
• Key Club/Circle K Matching Scholarships
• Children’s Homes Annual Gifts
• Pam and Russ Wagner Memorial Scholarship
• Anti-bullying Campaign
• Music programs
• Dictionary Project
• Prevent Child Sexual Abuse Program
• Camp scholarships
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Carolinas District Foundation
Applying for a CDKF Grant
• All submissions are electronic
• No capital funding
• Key points
− Past giving history and prior requests
− Number of Kiwanians involved
− Club investment in project
− Number of children or individuals impacted
− Initial project assistance only; no ongoing grants
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Carolinas District Foundation
Designated Grants
• Some donors require a 501(c)(3)
• CDKF will allow use of tax ID in certain cases
• Funds must come to CDKF for deposit
• Club then completes a designated grant request
for the amount received
• CDKF issues grant award to club
• At present, no cost to club for administering
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Other Funding Sources
❖ Public
• Purpose set by legislation
• Most likely to award large
contracts
• Most likely to pay all project
costs
• Use prescribed formats for
proposals
• Most likely to offer technical
assistance
• Funds available to a wider
array of organizations
Advantages
❖ Private
• Focus on “emerging issues”
• Wide range in size of
available grants
• Willing to support start-ups
• Complex proposals are not
always required
• May provide alternative
forms of assistance
• Often fewer applications due
to specificity
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Other Funding Sources
❖ Public
• More bureaucratic
• Complex proposal
requirements and
compliance procedures
• Sometimes difficult to sell
new ideas/high risk
approaches
• Changing political trends…
Disadvantages
❖ Private
• Grant are usually smaller
• Information on policy and
procedures must be
researched
• Limited staff, less
opportunity for personal
contact
• Less likely to cover all project
costs
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Where to Begin
• Identify funders
• Search for program interests
• Look for similar awards
• Make personal contact if possible
• Be prepared
• Follow through with commitments
Other Funding Sources
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• Follow instructions to the letter
• Meet all dates
• Less can be more – Abstracts
• Submit early
• Have your proposal reviewed
• No shotgun approach – collaborate if feasible
• Be reasonable with budget, complete all sections
Applying For The Grant
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• NC Center for NonProfits
www.ncnonprofits.org
• SC Association of Nonprofit Organizations
www.scanpo.org
• The Foundation Center (subscription)
• Fundsnet Services
• State Library Systems
If it costs money to get money, STOP!
Resources
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Marketing Your Club
Amy M. Johnson
District Kiwanis Kids AdministratorApril 8, 2017
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Marketing Options:• Social Media• Word of Mouth• Printed Materials• Broadcasting• Other Ideas
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Social Media, What is that?35
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Example of Social Media Contacts36
Look familiar?
Amy Mercado Johnson
@amymjohnson
BahBah5
Amy M. Johnson
Amy Mercado Johnson
(amyjohnson)
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Tweet? What?37
So, what is social media?
Social media refers to the means of interactions among people in which they create, share, and/or exchange information and ideas in virtual communities and networks.
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FB38
• Easy to connect online
• Designed for college students
• Created in 2004
• The world's largest social network
• 1.5 billion users worldwide.
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Tweet, Tweet39
• Enables users to send and read short 140-character messages called "tweets".
• Registered users can read and post tweets, but those who are unregistered can only read them.
.
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Instagram40
• Photo-video sharing, service
• Users share them either publicly or privately on the app
• Connects through other social networking platforms
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Linkedin41
• Business-oriented social networking service.
• Founded in December 2002 and launched on May 5, 2003
• Mainly used for professional networking.
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• Kik
• Yik Yak
More!?!?!?
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Why use it?43
• Keeping in touch
• Research
• Entertainment
• Learning
• Sharing
• Shopping
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Why should my Kiwanis Club use social media?
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Your Kiwanis Club Using Social
Media
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Member engagement
• Emails might get lost in the shuffle.
• Post events and alerts members about upcoming activities.
• Maintain connection with those who can’t attend.
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Your Kiwanis Club Using Social
Media
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Sharing Kiwanis
• Publicize your club’s event with folks in your community.
• Ask your members to “check-in” to your meeting location.
• Sharing your club’s Facebook status takes about two seconds, but can make a strong impression on folks outside your club.
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Your Kiwanis Club Using Social
Media
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Club Recognition
• Recognition for a job well done.
• Promote members for making a difference in their community.
• Think of Facebook and Twitter as your club’s bullhorn.
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Your Kiwanis Club Using Social
Media
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Sharing photos and videos• A picture is STILL worth a 1,000 words.
• Show the world your club is making a difference!
• Share it!
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Your Kiwanis Club Using Social
Media
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New member engagement
• Share the news of a new member joining your club.
• Makes people feel special…that they are valued and welcomed by their new Kiwanis club.
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Some examples of social media in action
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Using Facebook51
Member engagement
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Using Twitter52
Member engagement
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The dangers of Social Media
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The Dangers of Social Media54
What are the dangers of social media?
✓ You are building your club’s brand
✓ Don’t post anything you don’t want in the newspaper
✓ Go easy on the politics
✓ Share – don’t OVER share
✓ If something is too good to be true, it usually is.
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Other Marketing Options
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• After you have an epic service project, people will
be hooked and will not be able to stop talking
about it!
• Craft an elevator speech
• Actions that will make them question
− Wear those Kiwanis pins!!!!
− How often do you wear your Kiwanis gear outside of a
Kiwanis event?
Word of Mouth
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• Newsletters
• Bookmarks
• Themed items
• Brochures
• Flyers
• Newspaper
• And more
Printed Materials
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• Unfortunately, the newspaper likes to cover
events afterwards. It is up to you to create and
maintain a relationship with the paper in order to
get the newspaper staff to see the benefit of
covering the event before and after.
• Put an SLP event in the paper and see how many
more papers sell because of parents,
grandparents, aunts, uncles, etc. want a copy of
their baby in the paper!
Newspaper
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• Radio
− Donate tickets to the local radio station in exchange for
advertisement
− Utilize the local radios community announcement
section
− If you have a non-profit radio station in your area, such
has HIS Radio, they will promote events for you free of
charge.
Broadcasting via Radio
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• Television
− What major stations are in your town?
− Do they have morning or midday shows that feature
interesting events or organization in your community?
− Do any of the news anchors specialize in philanthropy or
service?
Broadcasting via Television
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• With newspapers and broadcasting (radio & tv), it
is important to build a relationship.
• Understand what their required “lead time” is
• Know what their “cycle” is
Build relationship with media
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Other MarketingIdeas
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• Do you know what KI will provide to your club for
FREE?
• Print bookmarks and leave at the local library
• Print address labels with your club’s meeting
information, put them over your address on the
KI magazines, and leave them in doctor offices,
library, pharmacy waiting areas, and more!
FREE, low cost, and repurposed
marketing materials
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• Think local!
• Sponsorships
• Then search for opportunities to get in front of
community members to tell them about what
your club is doing!
Leverage your community
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• Annual joint meeting with other Civic
Organizations
• Joint fundraising for mutual cause
• Join forces with a local business
Collaborate
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• We already network in our businesses. Why not
use the same outlets to promote Kiwanis?
• Making a link with a local business or individual
could make all the difference for your club!
Network
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• A lot of people hate public speaking. However,
there are many organizations looking for
qualified, subject-matter experts who can present
to their groups.
• Take a deep breath and volunteer. You don’t have
to be a pro as long as the information you share
is helpful to the audience. And the upside — the
more you do it the easier it gets. Plus, it positions
you as a credible authority in your field.
Give a speech
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• A lot of things in marketing has changed
significantly because of technology.
• Today, a club can accomplish a lot without hiring
a professional firm. Subscribe to Help a Reporter
Out. You can respond to reporters’ queries that
are looking for story ideas and resources. Some
are small media opportunities, but others are
major media outlets that use this service too.
Help a Reporter Out
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• Why is Kiwanis the best kept secret?!?!?!
• Ask your friends to attend a meeting.
• Ask your friends if they have other friends who
have a heart for children and/or service.
• Live it, Love it, Share it!!!!
Ask your friends!!!!
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• It is a lot less effort to keep a member than it
does to get a new one. That’s why establishing
strong relationships with your membership is
crucial. One of the ways you can maintain that is
by improving communication, taking an agenda
to a member when they are out to let them know
you missed them, and conduct member
satisfaction surveys!
• Strong, engaged members will bring in new
members!
Maintain and build new relationships
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• Create a “free meal ticket” to give to individuals
you wish to invite to your club meeting.
• Give tickets to one of your fundraising events to
potential members so they can check out your
club’s projects before committing.
• We will invest in things we are committed too!
Make an offer
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What does your club do?72
Discussion
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• Here is an amazing resource!
• It is included in your binders!
KI PR Toolkit
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Contact74
Call, text, or email me any time.
Amy M. Johnson
Carolinas District K-Kids Administrator
Kiwanis of Coats (home club)
910-890-4185
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Thank You!
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Best Practices In Club
Management
KC RamsayLt. Governor, Division 12
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Does Your Club Have:
• Clear Purpose
• Trained & Committed Club Leadership
• Member Satisfaction
• Documented Community Needs
• Effective Partnerships
• Methods for Analyzing Impact
• Methods for Annual Planning
• Established Ways To Celebrate Success
Management Best Practice
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• Kiwanis has developed a number of Achieving
Club Excellence tools to help clubs in a number of
management areas including:
− Surveying your members;
− Analyzing your club’s fundraising; and
− Finding new ideas for strengthening your club.
• These tools will help your club create
opportunities in fundraising, service and
fellowship—based on what your members love
most.
Achieving Club Excellence
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Specific
Measurable
Action Oriented
Realistic
Time Bound
SMART goals
Example: Increase
club membership
10% by 9/30/17
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• Creating the Purpose
− Objective: To renew or establish members’ commitment
and passion to pursue your club’s purpose in the
community
− Purpose: To guide your thoughts and reflections about
what your club represents, and to use those feelings to
inspire action for change
− Goals: To determine the niche for your club in the
community, how success should be measured, and what
members enjoy about their experience.
Achieving Club Excellence
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Achieving Club Excellence
• Measuring Member Satisfaction
− Objective: To gather information to help the club better
serve its members.
− Purpose: To clarify what members expect from Kiwanis
service by surveying and tracking benchmarks linked to
club success.
− Goals: To improve the club experience based on
members’ input. “The single biggest problem in
communication is the illusion that
it has taken place.”
-George Bernard Shaw
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Achieving Club Excellence
• Rediscovering Your
Community
− Objective: To find out how the club
can better serve the community.
− Purpose: To clarify what the
community needs and how your
Kiwanis club can help.
− Goals: To gain information that will
help the club assess the potential
for new partnerships, sponsorships
and service projects.
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Achieving Club Excellence
• Analyzing your Impact
− Objective: To analyze the level of
success for club’s activities,
particularly service projects and
fundraisers.
− Purpose: To improve the impact
your club makes in the community.
− Goals: To reflect on the costs versus
the benefits of service proejcts and
fundraisers and determine
improvements needed.
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Achieving Club Excellence
• Planning for Club Excellence
− Objective: To fulfill your club’s purpose in
the community.
− Purpose: To create a detailed plan with
action steps, responsibilities and timelines.
− Goals: To clarify club objectives based on
member interest and resources and
community needs, as well as to measure
success.
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Achieving Club Excellence
• Celebrating Success
− Objective: To foster pride and encourage future
action between community organizations and
members
− Purpose: To make sponsors, partners and
Kiwanians feel valued and appreciated.
− Goals: To determine when and how to recognize
members’ contributions and create a culture of
appreciation.
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You can find all of the
Achieving Club Excellence Tools
at the following link:
www.kiwanis.org/theformula/
strengthen-your-club/
achieving-club-excellence
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