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Service Unit Manager Webinar April 16, 2014 Sheila Kennedy, VP Member Services & Regional Mission Delivery Susie Lang, Member Services Manager Jennifer Palmer, Member Services Manager

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Service Unit Manager Webinar. April 16, 2014 Sheila Kennedy, VP Member Services & Regional Mission Delivery Susie Lang, Member Services Manager Jennifer Palmer, Member Services Manager . GSGLA Thanks You, Our Volunteers!. Webinar How To:. Mute/Unmute. Raise Hand. Audio. Questions. - PowerPoint PPT Presentation

TRANSCRIPT

Page 1: Service Unit Manager  Webinar

Service Unit Manager Webinar

April 16, 2014

Sheila Kennedy, VP Member Services & Regional Mission Delivery

Susie Lang, Member Services ManagerJennifer Palmer, Member Services Manager

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GSGLA Thanks You, Our Volunteers!

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Webinar How To:

Audio

Mute/Unmute

Raise Hand

Questions

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Positions by Category

Agenda• Camp & Program Updates

• Communications Go Team Updates & Survey Results

• Review Early Bird• Family Partnership Update

• Planned Giving Update• NEW Volunteer Web Page Portal & eBiz Tutorial

• SU Positions & Recruiting• NEW Plan of Work & Engagement Meetings

• SU Retreat • Voices to Vision

• Realignment!

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Positions by Category

Camp & Program UpdatesAnnie Markowitz,

Mission Delivery Manager, Environment & Outdoor Adventure Programs

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Register online at www.girlscoutsla.org. Click the Camp & Property tab, and select “Summer Camp”

Registrants must already have an online eBiz account or be able to activate one. Please direct all account questions to [email protected]

Deadline to apply for Camperships is May 9, 2014

All confirmations will be sent by email, so please check your spam folder regularly!

Please visit this link to explore all the volunteer opportunities:

https://gsgla.ivolunteer.com/2014programs

Summer Camp Registration 2014

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The program department is hosting webinars that are designed for people interested in volunteering at camp or for parents interested in sending their daughters. Visit our website and click the Camp & Property tab, and select “Summer Camp”.

Resident Camp• Thursday, April 17, 2014 5:30 p.m.

https://attendee.gotowebinar.com/register/1651322785771373313• Wednesday, May 7, 2014 7:30 p.m.

https://attendee.gotowebinar.com/register/4298008902037791745Day Camp• Wednesday, April 23, 2014 5:30 p.m.

https://attendee.gotowebinar.com/register/2027602053097627906• Thursday, May 22, 2014 7:30 p.m.

https://attendee.gotowebinar.com/register/3843531268276999937Specialty Camp• Tuesday, April 29, 2014 5:30 p.m.

https://attendee.gotowebinar.com/register/1113503270137369602• Wednesday, May 21, 2014 7:30 p.m.

https://attendee.gotowebinar.com/register/3117608402853786369

GSGLA 2014 CAMP WEBINARS

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May 31st from 10a.m.-1p.m., $15/participant Register online at www.girlscoutsla.org. Click the

Activities & Events tab Registrants must already have an online eBiz account or

be able to activate one. Please direct all account questions to [email protected]

Deadline to register is May 16, 2014 All confirmations will be sent by email, so please check

your spam folder regularly! Please visit this link to explore all the volunteer

opportunities:

https://gsgla.ivolunteer.com/2014programs

Family Fit Fair 2014

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Program Opportunities Investing in Me; Leadership Summit     

       July 24th, 2014 // 9am-3:30pm       The Federal Reserve Bank

Downtown Los Angeles     Open to Seniors & Ambassadors

               Cost: $15           

Spend a day at the Federal Reserve in Downtown Los Angeles! Tour of reserve

Discussion of Government careers Personal Finance Workshop Resume, Writing & Interview Skills Snack & Lunch Provided

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Girl Scouts Leadership Institute at National Convention in October 2014

Applications now being accepted!!!What : The Girl Scout Leadership Institute (aka GSLI) brings together girls from across the nation to help take action on matters that touch the future for girls and for our movement.

When & Where: October 16th –

18th, 2014 at the National Convention in Salt Lake City, Utah!

Who: All Girl Scouts age 14 (by Oct 16th) and older

Why: Each GSLI participant will plan an issue-specific project to implement back home, creating a wave of action across our Movement!

How: Email Elizabeth Chadwick for more information on how to apply at [email protected]

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Positions by CategoryCommunication Go Team Update

& Survey ResultsCindy Bernsdorf,

Communication Go Team Lead

Melanie Larsen, GSGLA Communications Manager

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Communication Survey Results61 surveys returned from 80 service units.

Questions 1-3 were not answered by 16 of those who responded. What is the most frustrating communication problem for you as SUM?

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Communication Survey Results

What is the most frustrating communication problem for you as a SUM?

- Incomplete and/or inconsistent information - Webinars review very basic stuff over and over- Exchange of info from GSGLA is not consistent. Add a SUM corner

with a code to the GSGLA website- Communication with other SUMs- As a new SUM, I need guidance on what is an efficient communication

method. Need direct access to all troops on eBiz.- SUM meeting should be once a month- Council training updates- Gold Award info- Waiting for leaders’ concern to be addressed, not hearing about conclusion and leaving leader feeling unsupported

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Communication Survey Results

Question 2: What is the most frustrating communication problem for your SU team?

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Communication Survey Results

What is the most frustrating communication problem for your SU team?

- Position requirements change without notice- Not being able to add SU events to GSGLA’s master calendar- Not enough classes- Not receiving confirmation of received messages- After policies in place, need answers yet staff doesn’t have answers- Not being able to determine if facility is available before submitting a reservation; this has improve but better if online- No additional information for positions; webinar was not enough

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Communication Survey Results

Question 3:What is the most frustrating communication problem for your leaders?

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Communication Survey Results

What is the most frustrating communication problem for your leaders?

- As a leader, need dates for large events and trainings 6 months in advance- Leaders don’t have time to search on Web- How does an adult find trainings on eBiz?- Lack of communication when events are cancelled- Council seems absent; issues do not get resolved- Need communication (direct email) specifically for older girls- Troop families do not check eBiz or Shutterfly- Getting into eBiz and calendar

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Communication Survey ResultsQuestion 4: What is the most effective communication method used within your

SU?

#1 Email (40)

#2 Website (18) ex. SU website, Wiki, Yahoo Group, Shutterfly

#3 Leader meetings (11)

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Communication Survey ResultsQuestion 5:What are the top ways you stay up-to-date on council-wide information

#1 SUM meeting

#2 GSGLA website

#3 Contact membership staff directly

#4 Leader meeting

#5 Great News!

#6 Fliers

#7 GSGLA Facebook

#8 Greater Mailer

#9 Word-of-mouth with other volunteers/staff

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Communication Survey Results

Question 6:

Do you have a communication person in your SU?

• 13 service units said “yes.”

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Communication Survey Results

Question 7:Indicate your top 5 communication priorities.

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What We Have Done Thus Far!

GSGLA website improved pages for volunteers•Separate buttons for new and current volunteers•Improved Resources and Tools page – See ‘Places to Go Chart’

from the EOA Go Team

GSGLA online calendar now has council-wide service unit and troop events included

‘What’s New’ on the GSGLA home page now features new forms such as the Special Events and Money Earning e-form

and new surveys for cookie program and property criteria.

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What is in the Works?

New FAQ sheet with all FAQs together

New staff functional directory that will list who does what

New service unit team position – Communication Coordinator

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Why a Communication Coordinator? One person to coordinate it all!

Assist the SUM and SU team – recruit experts to help

Gather SU information and disperse in different ways

Gather GSGLA information and disperse in different ways

Maintain the SU website, if there is one

Learn about all types of communication tools and educate the SU on their use

Be the SU contact person for publicity and PR in your community- with staff help

Uniquely yours!  Contact the Communication Go Team or Cindy: [email protected]

Contact GSGLA Communications Staff or Melanie: [email protected]

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Positions by Category

Early Bird Re-Cap

Susie Lang, Member Services Manager

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Early Bird Troop RewardsApril 1 – June 30 Membership Renewals

½ Cent per Box Sold – 2015

• 55% of girls EB renewing compared to 2013 year-end number

• Troop Financials submitted by 6/30

• 01 & 02 Leaders EB renewed

1 Cent per Box Sold – 2015

• 65% of girls EB renewing compared to 2013 year-end number

• Troop Financials submitted by 6/30

• 01 & 02 Leaders EB renewed

• Troop Cookie Chair EB renewed

2 Cents per Box Sold – 2015

• 75% of girls EB renewing compared to 2013 year-end number

• Troop Financials submitted by 6/30

• 01 & 02 Leaders EB renewed

• Troop Cookie Chair EB renewed

• Troop participates in Family Partnership

New troops originating in 2013-2014 may use their April 1 girl member number to qualify for

the incentives.

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Early Bird Service Unit Rewards

April 1 – June 30 Membership Renewals

$50Gift Card

• 50% of troops have 55% or higher girl EB renewal compared to 2014 girl goal.

• SUM EB renewed

$75Gift Card

• 65% of troops have 55% or higher girl EB renewal compared to 2014 girl goal.

• SUM EB renewed

• SUCPC EB renewed

$100Gift Card

• 80% of troops have 55% or higher girl EB renewal compared to 2014 girl goal.

• SUM EB renewed

• SUCPC EB renewed

• 2 other SU team members EB renewed

Early Bird patch for all girls and adultsrenewing during

Early Bird!

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Provide a SU incentive to all leaders renewing their troop online; include one for leaders who have 100% online renewal by

parents!

Lead by example: Get SU team members to Early Bird register their troops between 4/1/2014 and 6/30/2014 (and by 6/1/2014 for

incentives)

Utilize all SU communications to promote Early Bird Online membership renewal

Use Early Bird as an incentive to be allowed to participate in special SU fall events or encampments

Sponsor Online Renewal Station party with a theme

SU Strategies for Successful EBR

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Leader Ideas• Email parents an Early Bird reminder

• Budget for membership fee!

• Give parents an incentive to renew!

• Have girls help parents with online renewal

• Share/view this video! http://youtu.be/Mg0edGzMtEg

• Have a laptop at troop meetings so parents can renew on the spot!

• Host an end-of-year parent meeting to do this!

• Renewal Party as a part of the end-of-year activity!

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Positions by Category

Family Partnership

Cortney Szlemp, Annual Giving Manager

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Each year parents, grandparents, troop leaders, volunteers, and friends come together to support GIRLS!

We call this Family Partnership.

The entire $15 membership fee goes to GSUSA, but 100% of Family Partnership gifts stay with GSGLA to support the girls.

Family Partnership Funds help GSGLA:

•Off sett costs of programs for girls•Create more unique programs and events for girls in multiple geographic locations•Recruit and train volunteers to expand troops and events for girls•Maintain properties and camps for girl activities•Provide financial assistance to girls in need

Your investment in Family Partnership is your investment in the GIRLS!

All families who make a gift of $25 or more will receive the 2014-2015 Family Partnership patch.

Questions? Contact Cortney Szlemp, Manager of Annual Giving at 626-677-2314 or [email protected].

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Positions by Category

Planned Giving

Michele Broadnax, Senior Manager, Donor Relations

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Positions by Category

Planned GivingPlanned Giving is an opportunity to leave a legacy of support to Girl

Scouts of Greater Los Angeles.

1. Bequest by Will: You can make a bequest at any age by adding a codicil to an

existing will or drafting a new one. This allows you to leave a legacy while maintaining the assets you need for your current lifestyle. In addition, you may generate a tax savings.

2. Retirement Plan Assets: Name GSGLA as the full or partial beneficiary of your retirement

plan. The benefit amount you specify will be distributed to GSGLA, tax free.

3. Life Insurance:Life insurance provides a simple way to give a significant gift to GSGLA with possible income tax benefits that you may enjoy during your lifetime. Name GSGLA as a full or partial beneficiary.

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Positions by Category

NEW Volunteer Portal!

Kay Chilson, Training Manager

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On Home page click on For Volunteers Tab,On Volunteer Information Center Home, then click on I am a Volunteer button

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Where to Find Forms www.GirlScoutsLA.org

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Positions by Category

NEW eBiz Tutorial

Kay Chilson, Training Manager

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eBiz TutorialPlease follow the links below to register to view each of the

NEW eBiz Tutorials!!!

How to Create an ebiz Account You Tube Video: https://www.youtube.com/watch?v=kc9_yYGDfg8&feature=youtu.be

How to Navigate eBiz as a Leader https://attendee.gotowebinar.com/recording/7748728290092672513

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eBiz Tutorial

The link will direct you to register to view the recording!

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Positions by Category

SU Position Recruiting

Jennifer Palmer, Member Services Manager

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1. Who is the 2014/2015 SUM

2. Who is the person that welcomes new & returning troops?

3. Who are your Recruiters & School Organizers?

4. Who is your Placement Coordinator? (Manages girl placement into troops; tracks troop placement opportunities in Service Unit; assists in the formation of new troops from families on Service Unit waitlist)

5. Who are your Level Consultants?

On The Radar! Please report back to your Staff Partner the following info by 5/1!!!

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Positions by Category

Plan of Work

Sheila Kennedy, VP Member Services & Regional Mission Delivery

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Girl Scouts of Greater Los Angeles 2014-2015 Service Unit Plan of Work

Service Unit Name: Service Unit #: Service Unit Manager: Date:

girlscoutsla.org

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Table of Contents Service Unit-Intro

Service Unit Plan of Work Description ............................................................................... 3 Service Unit Position Description ........................................................................................ 4 Service Unit Roster.............................................................................................................. 5

Adult & Girl Membership

Adult Retention ................................................................................................................... 6 Adult Recruitment............................................................................................................ 7-8 Service Unit Membership Statistics ............................................................................... 9-10 Girl Retention .................................................................................................................... 11 Girl Recruitment ........................................................................................................... 12-13

Program

Events/Series ............................................................................................................... 14-15 Product Sales ............................................................................................................... 16-19

Marketing

Promoting Girl Scouts ....................................................................................................... 20

Fund Development

Funding beyond Product Sales .................................................................................... 21-22

Finance

Banking, Insurance and Shop ............................................................................................ 23 End of Year Checklist ......................................................................................................... 24

Service Unit Wrap Up

Service Unit Snap Shot ...................................................................................................... 25 Service Unit Monthly Check In .......................................................................................... 26

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Service Unit Plan of Work 2014-2015

The Service Unit Plan of Work is a review of what the service team has accomplished in the past year and a guild for what it wants to accomplish in the upcoming membership year. Planning should take place between June and August so your plan is ready for the beginning of the new school year! The Service Unit Plan of Work should be tailored to your Service Unit’s needs. It is a working tool to achieve goals, and should be reviewed periodically throughout the year. Service Units will work with their SU Support Specialist to complete this plan. To help in your planning process, there are a variety of tools available for your use. All are available from your SU Support Specialist. They include:

• Service Unit Statistics • Detailed Service Unit Team Position Descriptions • Demographic Information • School Data – including the number of girls registered at each school • Lapsed Member Lists • Product Program Statistics • Programs

As you set dates for Service Unit meetings or events, be sure to consider Girl Scouts of Greater Los Angeles Program and Training dates as well as special Girl Scout dates/celebrations. Leader meetings are key to implement and achieve the Service Unit goals, please refer to the Girl Scout Calendar when scheduling dates and ensure key dates and information are included on your agendas. Leader meetings should be scheduled to meet the needs of your volunteers and Service Unit. Some type of communication should take place with leaders and volunteers in any month that you do not have a leader meeting. A Service Unit is a delivery system designated to deliver the Girl Scout Program to all girls within a specific geographic area. A Service Team is a group of volunteers who plan for, deliver, or coordinate services for girl and adult members within a Service Unit. Thank you for taking the time to make Girl Scouting successful in your Service Unit!

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SERVICE UNIT POSITION DESCRIPTIONS

Volunteer Position *(Required positions)

Description of Position Duties

*Service Unit Manager (SUM), Co-SUM In partnership with SU Support Specialist, provide leadership, direction and support to Service Unit leaders and volunteers.

*Service Unit Fall Product Chair (Fall Product Program) Coordinates the Fall Product Program at the Service Unit level by attending trainings, arranging delivery station and delivery of product. Receives and distributes incentives and is the point of contact for the Service Unit.

*Service Unit Cookie Program Chair (Cookie Program) Coordinates the Cookie Product Program at the Service Unit level by attending trainings, arranging delivery station and delivery of product. Receives and distributes incentives and is the point of contact for the Service Unit.

Service Unit Communication Coordinator Manages and organizes communication from sources outside and within the service unit, distributes information using various communication tools such as email or a website, and facilitates communication with the community.

Event Coordinator Supervises and coordinates Service Unit events.

Independent Coordinator Communicate and coordinate activities and messaging to individually registered girls within the Service Unit.

Recruiter Recruits girls/volunteers and organizes troops. One per school is ideal.

Awards & Recognitions Coordinator Coordinate Service Unit’s volunteer recognition efforts.

Registrar Assures girls and volunteers get registered.

Secretary Provides administrative support to service unit (agendas, rosters, meeting minutes).

Treasurer Manages Service Unit fund and guides leaders on troop banking procedures, collection of Finance Reports, ensures proper financial management of girl funds.

Troop Consultant/Mentor Mentor/support new leaders through the stages of troop leadership and girl planning.

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SERVICE UNIT ROSTER

Service Unit Name: Service Unit #: Region:

Position Name Address Phone Email

Service Unit Manager

Service Unit Fall Product Chair

Service Unit Cookie Program Chair

Service Unit Registrar

Service Unit Recruiter

Service Unit Treasurer

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TROOP # __________ ROSTER

Service Unit Name: Service Unit #: Region: Level:

Troop # School Leader 01/ Co-leader 02

E-Mail Address Phone # Meeting Location Meeting Day/ Time

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ADULT RETENTION

GSGLA Adult Retention (13-14): % Encourage Lifetime Membership. Encourage past volunteers

to rejoin! Fill SU position with

non-returning Leaders.

Service Unit Adult Retention (13-14): %

GSGLA Adult Retention Goal (14-15) % Service Unit Adult Retention Goal (14-15): %

We support our adult volunteers in the following ways:

We ensure our adult volunteers participate in required trainings by: (include a list of trainings)

We recognize our adult volunteers by: (nominations for awards, presentations at court of awards, thank you notes)

Our top 3 obstacles in retaining adult volunteers:

The Service Team positions needed for the Service Unit are:

We will encourage volunteer participation (outside of leadership positions) in the following ways:

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ADULT RECRUITMENT

GSGLA Adult Membership (13-14): ___ Get community members involved by sharing a skill, hobby, or career.

Create relationships at local colleges, businesses, organizations.

SU Adult Membership (13-14): %

GSGLA Adult Membership Goal (14-15): ____ SU Adult Membership Goal (14-15): %

Our adult recruitment successes were:

We will recruit volunteers in the following ways: (Include how you will communicate volunteer needs and targeted areas for recruitment)

Our top 3 obstacles recruiting volunteers are:

Support needed from the Council is: (trainings, marketing materials, volunteer descriptions)

New volunteers will get support from the Service Unit in the following ways: (mentoring, parent meetings, leader meetings)

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GIRL RETENTION

Age Level # of Troops (12-13)

# of Troops (13-14)

# of Reg Girls (12-13)

# of Reg Girls (13-14)

Girl Goal

(14-15)

Mid Year Check

Daisy (K-1) Brownie (2-3) Junior (4-5) Cadette (6-8) Senior (9-10) Ambassador (11-12) Independents (All Grades)

Adults N/A N/A

Totals

Reasons for # of troops gain or loss:

Reasons for membership gain or loss:

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School Name (Middle/High School)

Grade 7

Grade 7

Grade 8

Grade 8

Grade 9

Grade 9

Grade 10

Grade 10

Grade 11

Grade 11

Grade 12

Grade 12

Potential ( 13-14)

Actual (13-14)

Potential (13-14)

Actual (13-14)

Potential ( 13-14)

Actual (13-14)

Potential ( 13-14)

Actual (13-14)

Potential ( 13-14)

Actual (13-14)

Potential ( 13-14)

Actual (13-14)

SU K-1 Potential Total SU 2-3 Potential Total SU 4-5 Potential Total SU 6-8 Potential Total

SU 9-10 Potential Total SU 11-12 Potential Total SU Grand Total Potential

School Name (Elementary)

Grade K

Grade K

Grade 1

Grade 1

Grade 2

Grade 2

Grade 3

Grade 3

Grade 4

Grade 4

Grade 5

Grade 5

Grade 6

Grade 6

Potential ( 13-14)

Actual (13-14)

Potential (13-14)

Actual (13-14)

Potential ( 13-14)

Actual (13-14)

Potential ( 13-14)

Actual (13-14)

Potential ( 13-14)

Actual (13-14)

Potential ( 13-14)

Actual (13-14)

Potential ( 13-14)

Actual (13-14)

Service Unit School Statistics (5/31 Membership Report)

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GIRL RETENTION

GSGLA Girl Retention (13-14): 64%

Service Unit Girl Retention (13-14): %

GSGLA Girl Retention Goal (12-13): 66% Service Unit Girl Retention Goal (12-13): %

We will retain our current girl members by: (Planned Service Unit Events, Early Bird Registration, Ensuring Troop Leadership, Programming Events, etc)

We plan to increase Early Bird Registration by: (SU had # ____ of girls and #____ of adults register during Early Bird Registration)

We plan to support our individually registered members (Independents) by: (SU Events, Product Program, Programming Events)

Our plan for lapsed members is:

SAMPLES: JULIETTE LOW BIRTHDAY, WORLD THINKING DAY, JOURNEY GIRL TROOP, ETC.

Use Retention Report, Lapsed Member Report, Service Unit Trends to assist with planning.

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GIRL RECRUITMENT

GSGLA Girl Membership (13-14): _____

Service Unit Girl Membership (13-14): %

GSGLA Girl Membership Goal (14-15): _____ Service Unit Girl Membership Goal (14-15): %

Our Recruitment Successes this past year were:

Our top 3 obstacles were:

What Council support is needed to overcome obstacles? (i.e.; Marketing, Fund Development, Programs, Girl Services)

How will you promote registration? (Recruitment Flyers through school, School Newsletters, Church, Online)

Plans for girls on waiting lists:

We will target the following organizations to recruit new girls: (youth-serving organizations, church groups, after school programs, etc)

Use Membership Reports, Program Events, Product Program, and Service Unit Trends to assist with planning.

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GIRL RECRUITMENT PLANS

Event Date Time Location Activities Supplies

Cost

Marketing Needs (Flyers, Media)

Volunteers In Charge

Results

Early Bird Registration

Juliette Low Birthday Celebration

World Thinking Day

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PROGRAM

Promote attendance in both SU and Council events.

Recruit girls (lapsed or new).

Host Site for Event.

SU Program Event Participation (13-14): %

SU Program Event Participation Goal (14-15) %

Identify factors for increase/decrease in Program event participation: (number of events offered, content, age level opportunities, location)

We will encourage participation in Program Events to all girls by: (Independents, meeting agendas, troop or parent meetings, lapsed members, ensuring girls receive books)

Plan for promoting Program Events to all girls: (parent communication, churches, youth organizations, businesses, schools, flyers, press releases, pep rallies)

The Service Unit would like to see the following events offered: (Be sure to include where troops would be willing to travel and age level desired, content offered)

The Service Unit is interested in hosting a Program Event: (review criteria below)

Schedule Meeting with SU Event Coordinator and/or Council Program Manager Request Girl Input for program ideas/content Target Age Group for event (D, B, J, C, S, A or all) Identify Community Business and/or members willing to help Assist recruiting volunteer help Marketing Plan-Promote event to all girls Invite neighboring Service Units for larger attendance

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PROGRAM (Continued) The following Businesses offer free or low cost meeting/event sites:

The Service Unit would recommend contacting these community members for Program Event Content Experts: (STEAM, Skill sharing ie; yoga inst., etc)

The following individuals should be contacted to serve on the Program Event Committee: The Service Unit would recommend contacting the following individuals to serve on the Program Event Committee:

The Service Unit has a need for Outreach/Series Programs: If yes, please include- (target age level, location (center, school), list reason for need-low income, diversity (language barrier), low participation, etc. If targeting a center, please identify if known, contact information, hours of operation, age of girls attending and names of suggested individuals to contact for possible help with series programming, please include suggested Series content that would be beneficial in your community or that addresses a need)

Organization/School Target Age Level Outreach Need Contact Name/Number/Email Hours Of Operation Content Suggestions

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FALL PRODUCT SALES PROGRAM

Through the Girl Scout Product Sales Programs, girls develop 5 essential skills - Goal Setting, Decision Making, Money Management, People Skills and Business Ethics. Participation in the Fall Product Program is a great place to start developing these skills and a great way for troops and/or individual girls to earn funds for programming, events, trips, community service and so much more! Placing a Service Unit Fall Product Chair is essential to coordinate the sale, receive and distribute sale materials, secure delivery location, oversee delivery and distribution of product and receive and distribute recognition items. Including your Fall Product Chair in this piece of the planning is essential.

GSGLA Fall Product Girl Participation (13-14): __% Service Unit Fall Product Girl Participation (13-14): %

GSGLA Fall Product Girl Participation Goal (12-13) __% Service Unit Fall Product Girl Participation Goal (14-15) %

GSGLA Fall Product Troop Participation (13-14) __% Service Unit Fall Product Troop Participation (13-14) %

GSGLA Fall Product Troop Participation Goal (12-13) __% Service Unit Fall Product Troop Participation Goal (14-15) %

GSGLA Fall Product Per Girl Average (13-14) __ Service Unit Fall Product Per Girl Average (13-14) %

GSGLA Fall Product Per Girl Average Goal (12-13) __ Service Unit Fall Product Per Girl Average Goal (14-15) %

Council and Service Unit Fall Product Sales Data Order Taking:

Delivery:

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Identify factors for loss/gain in Girl Participation:

Identify factors for loss/gain in Troop Participation:

Identify factors for loss/gain in Per Girl Average:

Service Unit with the help of Service Unit Fall Product Chair; will promote training and participation to all troops and girls by:

Service Unit will assist with goal setting for girls and troops to achieve Girl Participation, Troop Participation and PGA goals by:

Service Unit will ensure that all girls and parents are given the opportunity to participate in the Fall Product Program by:

The Service Unit could use Council Support in the following ways: (additional training, community presentations, media coverage, etc)

After reviewing sales data, please discuss the following questions:

1 Does your Service Unit participate in the Fall Product Program? If no, why?2 Do all of your troops participate in the Fall Product Program? If no, why?3 Do all of your troops participate in the Magazine component of the sale? If no, why?4 Does your Service Unit set a Sales goal? Do your troops/girls set Sales goals?5 Do you have barriers? Do you have parent and community support?

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COOKIE SALES PROGRAM

Girls become leaders in their daily lives and prepare for their bright futures, too! The Girl Scout Cookie Program provides an important ingredient for leadership by teaching girls to 1) set goals and strategies to achieve them 2) making good, sound decisions that will guide her throughout her lifetime 3)managing money, learning to budget and plan for not only now, but the future 4)people skills- providing opportunities to talk and listen to all types of people while developing customer service skills AND 5) business ethics – bringing the values of honesty and responsibility that will guide her through school, work and future endeavors! Placing a Service Unit Cookie Program Chair is essential to coordinate the program, receive and distribute sales materials, secure delivery location, oversee delivery, distribution of product and receive/distribute recognition items. Including your Cookie Product Program Chair in this piece of the planning is essential.

Council and Service Unit Cookie Sales Data - Sale Dates: GSGLA Cookie Program Girl Participation (13-14): __% Service Unit Cookie Program Girl Participation (13-14): %

GSGLA Cookie Program Girl Participation Goal (14-15) __% Service Unit Cookie Program Girl Participation Goal (14-15) %

GSGLA Cookie Program Troop Participation (13-14) __% Service Unit Cookie Program Troop Participation (13-14) %

GSGLA Cookie Program Troop Participation Goal (14-15) __% Service Unit Cookie Program Troop Participation Goal (14-15) %

GSGLA Cookie Program Per Girl Average (13-14) ___ Service Unit Cookie Program Per Girl Average (13-14) %

GSGLA Cookie Program Per Girl Average Goal (14-15) ___ Service Unit Cookie Program Per Girl Average Goal (14-15) %

GSGLA Cookies Sold (13-14) _______ cases or _______ packages* Service Unit Cookies Sold (13-14) cases or packages

GSGLA Cookie Sale Goal (14-15) _______ cases or _______ packages** Service Unit Cookie Sale Goal (14-15) cases or packages

*Number of cases or packages sold by Troops; this number does not include the total number of cookies GSGLA ordered from the baker. **GSGLA overall goal for the 2015 Cookie Sales Program.

After reviewing sales data, please discuss the following questions: 1. Does your Service Unit Participate in the Cookie Program? If no, why? 2. Do all of your troops participate in the Cookie Program? If no, why? 3. Does your Service Unit set a Sales goal? Do your troops/girls set Sales goals? 4. Do you have barriers? Do you have parent and community support? 5. Does your Service Unit host a Cookie Kick Off ?

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COOKIE SALES PROGRAM (Continued) Identify factors for loss/gain in Girl Participation:

Identify factors for loss/gain in Troop Participation:

Identify factors for loss/gain in Per Girl Average:

Service Unit with the help of Service Unit Cookie Program Chair; will promote training and participation to all troops and girls by:

Service Unit will assist with goal setting for girls and troops to achieve Girl Participation, Troop Participation and PGA goals by:

Service Unit will ensure that all girls and parents are given the opportunity to participate in the Cookie Program by: The Service Unit is interested in hosting a Cookie Kick Off. (secure date, time and location)

The Service Unit could use Council Support in the following ways: (additional training, community presentations, media coverage, etc)

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FUND DEVELOPMENT - FAMILY PARTNERSHIP

Girl Scouts of Greater Los Angeles works to diversify its avenue of funding with support from corporate giving and sponsorships, foundations and grants, and through individuals, including the Board of Directors, staff , parents, families, and volunteers. Cookie sales are also a very popular and strong funding stream, however in any given year cookie sales can fluctuate significantly, depending on weather, the economy, and social environment. Individuals who support Girl Scouts ensure consistent funding, which results in consistent programming for girls. In addition to program support, financial assistance is provided each year as well.

Annual membership dues go directly to GSUSA to cover activity insurance for all girl and adult members, development of Girl Scout handbooks, and training models. None of the $15.00 registration fee remains with the local Council.

Service Units can support Girl Scouts by encouraging troops and parents to participate in Family Partnership during their registration and support other Council fundraising activities throughout the year. 100% of Family Partnership gifts stay with the local council to support local girls .

Family Partnership

Each year parents, grandparents, troop leaders, volunteers, and friends come together to support GIRLS!

We call this Family Partnership. Family Partnership Funds help GSGLA:

Offset costs of programs for girls Create more unique programs and events for girls in multiple geographic locations Recruit and train volunteers to expand troops and events for girls Maintain properties and camps for girl activities Make sure the girls have the best Girl Scout experience possible Provide financial assistance to girls in need

Your investment in Family Partnership is your investment in the GIRLS! Does your Service Unit already conduct or incorporate Family Partnership into events?

GSGLA welcomes the opportunity to talk about Family Partnership with families in your Service Unit. Would you like a representative to come to a future event and speak?

Money Earning Projects, Cash Gifts, and Gifts in Kind

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For troops and Service Units, there may be occasions when cookie and fall product sales aren’t quite enough to pay for an eve nt, outing or trip. When that occurs, troops and service units can conduct supplemental money-earning projects. These projects must adhere to Girl Scouts of the USA and the Girl Scouts of Greater Los Angeles policies and standards for money earning and group supervision as stated in Volunteer Essentials and the Special Event and Money Earning Manual. It is particularly important to remember that girls cannot make direct solicitations.

Do the troops in your service unit participate in the fall product sale program? .......................................................... YES No Do the troops in your service unit participate in the cookie sale program? ................................................................... YES No Do you anticipate conducting a service unit supplemental money earning project? ..................................................... YES No How many troops participate? ........................................................................................................................................ How much money do you anticipate raising through your project? .............................................................................. How will the funds be used? How will girls participate in the planning of this money earning project (In how the funds are used)? Are all troop year-end Financial Reports completed and submitted? ............................................................................ YES No

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Does your Service Unit have a Checking Account? YES No

If so, please list where:

registered adults on the account:

Our Service Unit does the following to ensure all troops have checking accounts with 3 registered adults on the signature card:

The Service Unit is aware of what and when there is a need for extra insurance. (If no, please review and document questions)

To ensure our Service Unit receives communication of shop merchandise sales and new inventory on a regular basis, we prefer to receive the communication by: (email, mail, website, leader meetings, etc) Our Service Unit would like to see additional items available for purchase in the shop. (list suggested items)

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END OF YEAR

Our Service Unit will assist the Council with ensuring all troops complete/submit year-end Finance Reports, Program Reports and Leader Evaluations by

June 30th. (Please use chart below or a similar method to record items received and follow up calls.)

Year End Checklist and Follow Up

Troop # Finance Report Date Submitted to Council Follow Up on Missing Reports

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The Service Unit recommends contacting the following individuals as potential volunteers, alumnae or donors. Position Name Address Phone Email

Volunteer Trainer

Go Teams

Donor

Donor

Donor

The following businesses or organizations within our community are filled with resources Girl Scouts can better utilize and build a relationship for paid time off, money for employees volunteering, or would make a great partner for program events/collaborations, no or low cost meeting space and/or presentations. Business Name Resource Available Business Address Phone Email

Community events to attend for recruitment of potential volunteers. Community Event & Location Date Name/Phone /Email Resources Needed/Amount Person Attending

Service Unit Snapshot

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Service Unit Goals-Monthly Check In

Service Unit Goal Item Goal 14-15

Oct Total

Nov Total

Dec Total

Jan Total

Feb Total

Mar Total

April Total

May Total

June Total

July Total

Aug Total

Sept Total

Grand Total

Adult Retention Goal

Adult Membership Goal

Girl Retention Goal

Girl Membership Goal

Number of Lapsed Members -

Number of girls on a waiting list -

Program Event Participation Goal

Fall Product Girl Participation Goal - - - - - - - - -

Fall Product Troop Participation Goal - - - - - - - - -

Fall Product Per Girl Average Goal - - - - - - - - -

Cookie Program Girl Participation Goal - - - - - - -

Cookie Program Troop Participation Goal - - - - - - -

Cookie Program Per Girl Average Goal - - - - - - -

Cookie Program Sales Goal - - - - - - -

Number of Community Service Projects -

Number of GS Great Stories Submitted

Family Partnership Presentations -

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Engagement Meetings

Why: Set goals & discuss the Plan of WorkWho: Service Unit TeamWhere: Your Local Service CenterWhen: Late June, July, and Early August

https://www.gsglavolunteerapps.org/suengage/

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Positions by Category

SU Training Retreat

Jennifer Palmer, Member Services Manager

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SU Training Retreat

For Who: SUM’s, Recruiters, & ConsultantsWhen: Friday, July 11-13, 2014

Where: Skyland Ranch

Please Register at the Link Below:

https://www.gsglavolunteerapps.org/sumretreat/

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Positions by Category

Voices To Vision

Sheila Kennedy, VP Member Services & Regional Mission Delivery

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Wednesday April 30th from 6:30-7:30pm

We will provide a Property Strategic Planning process update, answer questions, gather information around Service

Unit needs and current usage of GSGLA properties, and promote increased use of current properties.

https://attendee.gotowebinar.com/register/8131295664181563906

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Positions by Category

GSGLARealignment

Sheila Kennedy, VP Member Services & Regional Mission Delivery

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Recruit On-Board

Data and Info Support

Customer Care

Troop Support

SU Support Training

Recruiting Retention

Member Services

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MayApril June July August

2012-2013 Recruitment Push

Early Bird Registration

Service Unit Engagement MeetingsTeam Training

4/5 AMVR

4/16 SUM Webinar 5/19 SUM Mtg

7/11-7/13 SU Retreat

SU Team Position Trainings

Fall Product Training

AE Retreat

6/12 All Staff

4/12 volunteer thought group

Sept

Staff Focus Groups

Complete Design

Assign new positions

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