sh06-cy07 strategic work plan presentation to fsep leadership team by michael diramio, deputy...
TRANSCRIPT
SH06-CY07 Strategic Work Plan
Presentation to FSEP Leadership Team
by
Michael DiRamio, Deputy Director
September 6, 2006
Table of Contents
1. Overview of FSEP Programs
2. Sep 05-Aug 06 FSEP Milestones/Success
3. SH06-CY07 FSEP Goals and Objectives
4. FSEP Key Initiatives: Aug 06 – Jan 07
5. Next Steps
Overview of FSEP Programs
FSEP 1st Yr Success: Market R&D
Tocco/Committee• Secured grants for restaurant and grocers study, hired
summer intern• Conducted focus groups, surveys, interviews, and
drafted reports• Managed MEDC grant scope finalization, development
of Request for Proposals, selection of consultant firmDiRamio• Secured $30K MEDC grant. Led project grant
administration. Developed contract with Monroe County• Recruited and supervised 5-member student team for
local food market study• Managed grain and local food market studies;
supervised 2 summer interns for project• Worked to integrate research project teams, establish
meetings, and integrated plan• Worked with Tony VanDerworp to draft Ag/Food Sector
Analysis scope, solicit feedback from MSU Product Center, EDC’s, UM, etc.
• Created GIS maps – secured food-related business database from MSU Mott Group for mapping, surveys
Score• Secured Project GREEEN funding and initiated grain
market study - oversaw project team and results• Headed up literature review committee - wrote grain
product literature review, reviewed all other lit reviews
Owner/Efforts
Literature Reviews – grain products, agrifood system backgrounders, farm-to-school
Grain Market Report
Restaurant Market Report
Independent Grocers Report
Local Food Market Report
Comprehensive Ag/Food Sector Economic Analysis Scope of Work
Developed GIS Maps of Ag/Food Businesses
Local Ag/Food Supply Chain Study ($60K Project) - underway
Ma
rke
tR
es
earc
hMilestones/Deliverables
Sep 05-Aug 06 FSEP Milestones/Successes
FSEP 1st Yr Success: Farm to School Demonstration Project
Fa
rm t
o S
ch
oo
l D
em
on
str
ati
on
Sep 05-Aug 06 FSEP Milestones/Successes
Owner/EffortsMilestones/Deliverables
Moghtader/Committee• Developed survey and interviewed area school
administrators, food service agents.• Identified three K-12 schools/districts for pilot project• Brokered collaboration with in Ann Arbor Project Healthy
Schools and Agrarian Adventure, and in Chelsea Move Forward, and the Henry Ford.
• Developed project grant funding proposal• Assisted with identifying growers and strategies for UM
projectDiRamio• Secured .40FTE project support intern from U of M for
2006-2007 (1-1.5 yr)• Secured summer 06 intern for FtS committee -
conducted school survey/interviews, wrote draft grant proposal
• Worked regularly with committee chair to develop work plan goals, deliverables, timeframe
• Brokered meetings with Community Foundation for SE Michigan – potential funder
• Established project action plan for UM Dining demonstration project – grower list, distributor piece, Eden Foods referral, work with new chef
Score• Helped to identify and work with food broker/distributor• Worked with UM chef to gather food items order sheet
Two school districts and one charter schools have been interviewed and expressed commitment to pilot farm-to-school project
Established collaborative discussions in Ann Arbor with Project Healthy Schools (UM healthy eating research project at Ann Arbor Public Schools) and Agrarian Adventure (experiential food and ag education organization), and in Chelsea with Move Forward (collaboration between Chelsea Community Hospital and Chelsea Schools around improving the health/nutrition of school menus)
Secured FtS program intern 06-07 (UM student) .40 FTE, secured 06 summer intern
Local foundation relations, meetings - drafted grant proposal
UM East Quad Dining local food pilot project (fall 06)
Sep 05-Aug 06 FSEP Milestones/Successes
Owner/EffortsMilestones/Deliverables
Maitre/Committee• Developed 2006-7 action plan, deliverables, roles• Served as FSEP conference planning committee and
support teamDiRamio• Designed and produced www.fsepmichigan.org website
from scratch, brokered design support from Washtenaw IT Dept, personally maintained website (updates)
• Worked with planning committee chair to coordinate FSEP conference planning support, logistics, marketing and brochures, registration, roles chart
• Produced quarterly progress reports (pre-newsletter)• Principal Editor for FSEP newsletter content/design –
worked with Ritter and Yee to produce, print• Editor of designs/content for FSEP graphics – table top
display board, decals, posters, etc.• Served on Governor-commissioned Michigan Food Policy
Council, Task Force A: Jobs and Business Development Reau• Chaired the FSEP conference planning committee, served
as principal host for the event, steered outreach efforts• Conducted evaluation of the event to demonstrate successRitter• Coordinated newsletter – articles, layout/design, printing• Brokered pro-bono FSEP graphics designer – table top
display, decals, posters, etc.
March 2006 Conference – 99% of participants reported better understanding of local food system develop. opportunities
Seasonal newsletters and progress reports for public
Field trips to 7 area attractions
Expanded and maintained fsepmichigan.org website
Advanced 5 state policy recommendations to Governor - participated in decision-making to support the FSEP mission
Ed
uca
tio
n &
O
utr
ea
ch
For more info on individual projects visit http://fsep.pbwiki.com/ProjectsMap
FSEP 1st Yr Success: Business FSEP 1st Yr Success: Business DevelopmentDevelopment
Sep 05-Aug 06 FSEP Milestones/Successes
Owner/EffortsMilestones/Deliverables
McClellan/Committee• Developed committee action plan, deliverables• Supported individual entrepreneur/business
efforts – e.g., UM Dining projectDiRamio• Developed FSEP Project Map & Directory – GIS
map, self-managed project profiles on wiki website
• Administered the development of agrifood participant databases; worked with interns to create plan for searchable database development
• Gathered FSEP member profiles (consultant/networking value info)
• Tracked business and project impact/resultsScore• Worked with over 20 entrepreneurs to develop
business plans, connect with investors/marketers in FSEP network – e.g., pilot level meat processing, youth entrepreneurship, greenhouse expansion, urban food buyers cooperative
• Brokered Sysco farm product purchase agreements, working with S. Schmidt
Tocco• Brokered purchase agreements between multiple
farms and restaurants during restaurant study
Helped over 30 entrepreneurs with business plan/ networking •See FSEP Project Map & Direct.
Launched new businesses/projects: •Food buyers cooperative•Henry Ford label products•Expanded greenhouse•Youth entrepreneur training
Brokered/facilitated local farm product purchases (from restaurants, Sysco, U of M, Eden Foods, The Henry Ford, chestnut growers)
Agrifood participant databases
Developed FSEP consultancy interface - LT member profiles, networking database plan
Bu
sin
es
s D
ev
elo
pm
en
t
FSEP Mission Reviewed Dec 14. 2005
FSEP exists to catalyze change in the food system
of Southeastern Michigan.We provide research, education and
outreach with urban and rural partnerships, resulting in agricultural
development opportunities, sustainable communities, and healthy
local economies.
FSEP 1st Yr Success: Leadership/Membership Development
Sep 05-Aug 06 FSEP Milestones/Successes
Owner/EffortsMilestones/Deliverables
Maitre/Committee• Organized strategic plan goals and timeline based on leadership
team input – Shane, Schmidt, Maitre, DiRamio, Tocco• Developed membership protocols and policies• Designed and planned annual harvest retreat
DiRamio• Recruited/coordinated interviews to hire strategic plan consultant • Co-administered leadership team creation of 5yr vision, mission
and values, and FSEP 2006-7 strategic action plan, five work teams (committees) and work plans to guide the work of FSEP (with Carol Anderson & Associates)
• Served as principal contact/coordinator for committee chairs• Oriented new members of leadership team/Board• Developed Leadership Team and Board agreements• Created FSEP team collaboration tool (wiki website)
Schmidt• Chaired the Leadership Team (thru May06) - co-administered
leadership team strategic planning sessions, outputs• Chair of Board (co-chair of Executive Committee)– steered
organizational governance, oversight, planning
Score• Chaired the Leadership Team (beginning May06)• Recruited buy-in from and held regular conferences with farm
organizations, political and university leaders
Re-secured leadership team member commitments thru early 2008
Clarified FSEP mission, core values, and vision and generated clear strategic action plan for the leadership team, board, staff and volunteers
LT became more effective with clear target and goals by establishing work team leadership and work plans for 2006-2007
Created collaboration tools (wiki website, member profiles)
Established Operating Norms, Membership Agreements
Le
ade
rsh
ip/
Me
mb
ers
hip
D
ev
elo
pm
en
t
FSEP 1st Yr Success: Fundraising and Staffing
Sep 05-Aug 06 FSEP Milestones/Successes
Owner/EffortsMilestones/Deliverables
Schmidt/Board• Represented FSEP in contacts with funding partners –
presentations, hearings, grant support letters, invoicing• Hired Deputy Director; developed Project Mgr job descr.• Co-brokered meetings with Community Foundation SeMI
DiRamio• Co-administered partner funding drive – made
presentations, request letters, invoices, marketing materials, phone calls
• Secured grant from Michigan Economic Development Corporation for $60K FSEP market research project
• Recruited and supervising 5-member UM student research team on FSEP project, Jan 06 - March 07
• Recruited and supervising volunteer FSEP office interns Julie Ritter .25 FTE and Jennifer Yee .25 FTE
• Recruited supplemental funding and supervised UM students on grain/local food market study – Summer 06
• Recruited and supervising UM intern Molly Robertshaw, .40 FTE, for Farm to School project coordination, beginning Sep 06 - Aug 07 (min)
Score• Secured $6K GREEEN grant, $8K pastured beef grant• Brokered conversations with USDA Rural Development
Tocco• Secured summer intern/grant – MSU Urban Collaborator
Raised over $90,000 Per Year in local partner financial contributions (County partners and partnering organizations) through 2007-8; County partners have put $15K/yr for FSEP in 2007-8 budget process
Grants: $30K MEDC, $6K GREEEN, $8K Mott, $4K MSU Urban Coll., $2K UM SNRE
Hired Deputy Director
Recruited 9 interns (students and office staff) to support program teams, most at zero/low-cost to FSEP
FSEP is the middle of potential funding conversations/ proposals to USDA RD, Community Foundation of SeMI, and Kellogg Foundation
Fu
nd
rais
ing
/ S
taff
ing
Conceptual/Structural View of FSEP
Directors/Staff
Board
Leadership Team5 ctys. S.E. Michigan
Friends of FSEP
Committees• Res. & Software• Ed & Outreach• Lit Rev. & FSP• Farm to School• Membership Bldg.• Networking & Proj. Dev.• Development
Food System Bus. & Entrepreneurs
Research Consultant
Fund Deve. ConsultantOrg. Consultant
Research Consultant
Food System Biz & Enterprize
Sep 05-Aug 06 FSEP Milestones/Successes
Owner/EffortsMilestones/Deliverables
Schmidt/Board• Guided and governed organization norms, structure,
policies and standard practices• Reviewed and approved legal doc’s and agreements• Reviewed and approved FSEP financial plan• Reviewed and approved staff and intern agreements
DiRamio• Administered legal, financial, operations functions:
– incorporated as non-profit organization– created Bylaws and Board– secured D&O insurance– developed contracts/agreements with consultants,
partners, Washtenaw Co., Monroe Co., interns – submitted 501c3 paperwork– maintained legal documents – IRS, state of
Michigan– created and maintained Budget and Accounting– maintained project files and records– handled general administrative issues
• Coordinated monthly Leadership Team and Board meetings at rotating meeting locations – meeting minutes, presentations, materials, field trips
• Worked with Fleta Mitchel (grantwriter), MIFFS, to determine grant program administration needs
Established legal and administrative functions – incorporation, Bylaws, 501c3 (pending), Board policies, Budget/Accounting system
Secured in-kind administrative support for FSEP from Washtenaw County including office space and admin support, fiduciary agreement and accounting, IT website development, planning and technical services.
FSEP is positioned to receive grants, administer programs
Secured grant admin support, as needed, from Michigan Food & Farming Systems
Org
an
iza
tio
n
De
vel
op
me
nt
SH06-CY07 FSEP Goals and Objectives
• Conduct ag/food sector supply chain and gap analysis (2 prod. categories)
• Comprehensive agrifood sector analysis – finalize scope, secure funding partners, begin 2-yr project
• Develop initial agrifood sector databases/tools for entrepr. assistance, B2B networking, future research studies
MarketResearch
Farm to School Demonstration
Education &Outreach
BusinessDevelopment
• Build current donor relations• Work to secure additional
$100-200K in grants • Explore feasibility of fee-for-
service model• Ensure adequate staffing
• March 2007 Conference • Community Food Profile –
complete and distribute• State policy development and
political outreach• Participation in planning for
statewide policy conference• Create tools for leadership team
to educate public about FSEP – website, newsletter, brochure, other materials
• Work with Eastern Market to bring local farmers, create economic opportunities
• Develop searchable database of expertise for entrepreneur assistance avail. within leadership team network
• Develop FSEP business consultancy program profile
• Build research-based tools for entrepr. assistance, B2B networking
• Clarify membership levels and build buy-in
• Recruit ~25% more members – focus on currently underrepresented stakeholders
• Establish leadership team performance evaluation
• Create leadership team development opportunities
• Fall 06 local food event at pilot K-12 school
• Fall 06 UM Dining Services local food pilot project
• Plan and launch pilot local farm-to-school program with 3 diverse K-12 schools
• Conduct evaluation of pilot effort results - exec. report
Fundraising/ Staffing
Leadership/ MembershipDevelopment
FSEP Key Initiatives: Aug 06 – Jan 07
1. Launch Supply Chain Analysis (2 product categories)
2. Complete a comprehensive agrifood sector analysis 2yr project scope/RFP - to market to funders
3. Conduct local-farm-to-end-user baseline market assessment – report/tools
4. Submit grant proposals
Fa
rm t
o S
ch
oo
l D
em
on
str
ati
on
1. Plan and implement successful, well publicized local food event at pilot K-12 school
2. Oversee implementation of UM Dining Services pilot project – report/publicize
3. Develop partnership agreements with pilot K-12 schools
4. Submit proposal to local funding entity(ies) – CFSEM, etc.
Tocco/Committee with DiRamio managing
VanDerworp/Committee with DiRamio input/managing
UM Student Team with DiRamio supervision/ managing
DiRamio/Committee with F. Mitchel grant writing
Task OwnerHire research firm (Sep06); Initial findings report (Feb07)
Scope drafted (Aug06) Peer reviewed (Sep06)RFP prepared (Oct06)
Final Report (Jan07)
USDA RD (Oct06)Kellogg (Dec06)
Moghtader/Committee with Staff Intern M. Robertshaw
DiRamio/Moghtader/McClellan with BIN Committee input
Moghtader/Committeewith Staff Intern M. Robertshaw
Moghtader/Committee/Staff Intern M. Robertshaw w/ DiRamio managing
Local Food Event in Fall 06
Local food served to University students in Fall 06
Signed agreements (Fall06)
Proposal to CFSEM (Nov06)
Ma
rke
tR
es
earc
hMilestones/Deliverables
FSEP Key Initiatives: Aug 06 – Jan 07 cont.
1. Plan and prepare for March 07 regional networking & education conference.
2. Community food profile – produce magazine-like document, distribute
3. Create tools for leadership team to educate public about FSEP
4. Statewide policy conference planning
5. Improve and enhance website and newsletter
Ed
uca
tio
n &
O
utr
ea
chB
us
ine
ss
De
vel
op
me
nt
1. Facilitate work plan development
2. Approach new Eastern Market Corp to determine collaboration opportunities
3. Develop searchable database/reference of consulting expertise in LT
4. Case studies/profile of FSEP work w/businesses –for marketing materials
Brenda Reau/Committee with staff support
UM student team w/ DiRamio supervision/oversee, Committee feedback
C. Maitre/J. Ritter
Cocciarelli/DiRamio/Score
DiRamio, staff, with input from Committee
Task OwnerAgenda/locat. finalized (Oct06)Marketing plan/materials (Jan07)
Profile magazine doc (Jan07)
Distributable written materials (Dec 06)
Conference (Feb 07)
Web renovation (Oct06)Fall, Winter newsletters
Committee/Score with DiRamio support
DiRamio/Score with Leadership Team support
Committee with staff support
Score/Tocco with staff support
Team/plan firmed up (Sep06)
Meeting (Oct/Nov 06)
Database created (Nov06)
2-3 pg profile report (Nov06)
Milestones/Deliverables
1. Combo – Diversity/conflict group decision-making training & Annual Harvest Retreat
2. Establish LT member recruitment/eval protocol and plan
3. Recruit/increase leadership team membership by 25%
4. Establish levels of FSEP membership that include community and individual projectsL
ead
ers
hip
/ M
em
be
rsh
ip
De
vel
op
me
nt
Fu
nd
rais
ing
/ S
taff
ing
1. Provide high quality updates/reports to current funders bi-annually
2. Work to secure $100-200K in grants for Research Agenda & Farm-to-School
3. Produce professional fundraising materials
4. Recruit, orient and supervise Interns
Maitre/Committee with Oakland Mediation Center (consultant)
Maitre/Committee
Maitre/Committee
Maitre/Committee
Task OwnerMilestones/Deliverables
Offsite retreat (Oct/Nov06)
Protocol policies (Oct06)Orientation packet (Nov06)
Community outreach (on-going)
Protocol policies (Oct 06)
DiRamio w/individual Board liaisons
DiRamio/F. Mitchel with Research and Committee
DiRamio/Schmidt
DiRamio
Send bi-annual update (1/06)
Proposals to:USDA RD (Oct06)Kellogg (Dec06)Commun. FSEM (Nov06)
Hire marketing firm (Feb07)
M. Robertshaw starts (Sep06)Project submissions to UM, MSU, others (Oct-Dec 06)
FSEP Key Initiatives: Aug 06 – Jan 07 cont.
Next Steps
Next Steps1. Receive Leadership Team feedback and
affirm plan within 30 days2. Develop FY07 Budget (and make any
needed adjustments to SH06) according to approved strategic action plan and with Board review/approval
3. Monthly project/program tracking protocol to ensure progress/success
4. Submit year end progress report (Jan07) and updated FY07 strategic plan
