special olympics southern california board orientation

1.We Are Special Olympics

Special Olympics Southern California

New Board Member Orientation

February 15, 2012

Kelly Pond

Vice President, Development

Monica McDade

Assistant Vice President, Individual Philanthropy

Leadership is the capacity and will to rally men and women to a common purpose and the character which inspires confidence and trust.

- BoardSource

Welcome

Program & Mission 101

Board Orientation

Special Olympics training & competition provided to:

Persons with Intellectual Disabilities (ID)

Age 8 years or older

Registration with Special Olympics to participate(Application for Special Olympics Participation)

Identified byagencyorprofessional

Have acognitive delay

Have aclosely-related developmental disability

Incidence

300 million worldwide

7.5 million in US

Prevalence

7 times more than deafness

9 times more than cerebral palsy

15 times more than total blindness

35 times more than muscular dystrophy

Sports opportunities for all ability levels

Divisioning for equitable competition

Awards for all participants

Random draw for advancement tohigher levels of competition

No fees charged to athletes or family members

Based on Governing Body Rules of International Olympic Organizing Committee

Contain few modifications

Provide sports & events for all ability levels

Govern all Special Olympics competitions

Provide all competitors a chance to EXCEL

No more than 3-8 athletes or teams per division

Grouped by age & gender

Further separated by ABILITY:

For individual competition -10-15% guideline and preliminaries

For team competition -

Skills Assessment Tests and

Classification rounds of competition

Leagues

Local scrimmages & competition

Tournaments

School sports

Community or club programs

Invitationals

Program-level games & competition

National

State/Chapter

Region

Area/County

The world's largest sports and humanitarian event is coming to Southern California. Los Angeles will host the Special Olympics World Summer Games in July of 2015.

In a city full of movie stars and sports stars, Special Olympics athletes will be the stars of this show. More than 7,000 athletes from 170 countries are expected to compete in 21 sporting events. The games will also involve 40,000 volunteers and 500,000 spectators.

More athletes

More volunteers, especially coaches & youth

Quality training & competition

Athlete leadership

Inclusive sports opportunities for all cultures, languages and ethnicities

More family involvement

Public education

Community Based Programs:

Male- 65%

Female- 35%

Percent Ethnicity

11.18%African American

56.98%Anglo

5.59%Asian

22.36%Hispanic

0.67%Native American

3.22%Other

100%Total

School Partnership Programs:

Male- 64%

Female- 36%

Percent Ethnicity

9.17%African American

16.46% Anglo

8.87%Asian

62.67% Hispanic

0.04%Native American

2.79%Other

100 %Total

Class A Volunteers=physical contact with athlete or fiduciary responsibility

are required to be screened through background checks

Class A Volunteers must complete Protective Behaviors training (Online)

Coach Education: Coach Certifications

Coaching Special Olympics Athletes (CSOA)

Sports Specific Skills training

Must renew certification every 4 years

Codes of Conduct

Currently enforced for Athletes and Volunteers (Coaches)

Has been developed for parents/spectators

Insurance

SOSC works with American Specialty to secure coverage for all events, training, and competitions.

Financial Controls

Cash handling policies and procedures

TRAININGis the key.

COMPETITIONis the means.

Skill, confidence, courage & joy are theOUTCOMES.

Better preparation for life is theGOAL.

Lifelong skills & increased independence are theRESULTS.

If someone asks you:

What is Special Olympics?

What would you say?

After Bobby Kennedy was assassinated in 1968, Eunice approached me about becoming more involved in the Special Olympics movement. She persuaded me to participate as a way to continue Bobbys legacy. So, I joined the first Special Olympics, Inc. Board of Directors and led a delegation of 40 California athletes and coaches to the first International Special Olympics Games in Chicago in 1968.

~ Rafer Johnson from his book,The Best That I Can Be.

We are the worlds largest sports organization:

3.7 million athletes

170 countries

Top Sports: Athletics (Track & Field), Soccer, Basketball, Bowling, Aquatics

Cash$200 million

In-Kind$66 million

$266 million for 2010

11,000 athletes

15,000 coaches and volunteers

12 Sports

Spring/Summer Sports: Aquatics, Athletics (Track & Field), Basketball, Bocce, Golf and Gymnastics

Fall/Winter Sports: Bowling, Floor Hockey, Soccer, Softball, Tennis, Volleyball

Cash$10.1 million

In-Kind $4.9 million

$15 million for 2010

Project UNIFY and Youth Engagement with School Partnership Program

Be a Fan Campaign

Healthy Athletes Program

Six health disciplines

End the Word Campaign

Athlete LeadershipProgram

Familiarity and Favorability

If you are a fan of sports that create unity, athletes who inspire, andconnections that foster acceptance, then you are already a fan of Special Olympics.

The Be a Fancampaign sends a powerful message that resonates with the general public, tapping into core values and attributes that everyone can appreciate-unity, acceptance, empowerment, dignity, courage, strength, pride,confidence and fun .

Public doesnotperceive/believe individuals with Intellectual Disabilities (ID):

are as competent

capable with independent living skills

should be educated alongside their peers or with non-disabled students

Adults and Youth with greater involvement in SO perceived people with ID as:

more competent

contributing members of society

Did you know?

Our athletes are 5 times more likely to be employed than peers not enrolled in SO programs.

In a world where institutionalization, abuse, neglect and exploitation remain altogether too common for persons with ID, changing attitudes, teaching protective behaviors and promoting inclusion is crucial.

SO is important. We are not just recreation.

Our training and competition are an important source of community, inclusion, fitness, pride and skills that transfer well beyond the playing fieldwere also about

overcoming discrimination, promoting better nutrition and improved health outcomes, building better communication skills and relationships.

We need to move from nice to necessary.

Special Olympics is not only about them, that is, our athletes.Rather, it is about all of us, gathering to learn from and be transformed by the example of the athlete.

SO is also a training ground for volunteerism and civic engagement, for helping change societal attitudes, strengthen families and promote communities of dignity and inclusion for all.

The Board is the legal guardian of the organization and is responsible for the organizations current and future welfare.

Boards do this through their power togovernthe organizationthen in partnership with the CEO,leadthe organization.

Fiduciary definition:

A person legally appointed and authorized to hold assets in trust for a nonprofit organization. The fiduciary manages the assets for the benefit of the charity rather than for his or herown profit.

To govern is to steer, to control and to influence from a position of authority.Governance deals with the legitimate distribution of authority throughout a system whether a country or an organization.

- BoardSource

Accountability & Transparency

Increased Media and Public Scrutiny

Enlightened and Empowered Donors

High Expectations from our Communities

Website Watchdogs

Relevancy

Online Giving & Social Media

Diversifying Income Portfolio

Duty of Care

Using your best judgment

Actively participating, paying

attention and doing your homework

Duty of Loyalty

Avoiding conflicts of interest

Duty of Obedience

Staying true to the organizations Mission

PLUS Duty of Transparency

By this time next year, how will you be able to report back?

Board Directors are expected to:

Attend all four Board Meetings.

In the past 12 months, I have attended___Board Meetings?

Be well-informed about and articulate the key messages to advance the strategic initiatives and visibility of the organization.

In the past 12 months, I have served on a committee or task force to help implement the strategic plan.

Attend and participate in sports programming (games, competitions, trainings, clinics) events.

In the past 12 months, I have attended: (list)

Participate in and support fundraising events/meetings, corporate presentation or introduction and contacts for foundations and charitable giving.

In the past 12 months, I have attended: (list) and opened the door: (list)

Give personally, representative of your means, and to solicit (a) meaningful gift(s).

In the last 12 months I have/have not (circle one) made a meaningful, personal financial gift to the organization.

In the past 12 months, I have/have not (circle one) solicited a meaningful donation from an individual donor, corporation, foundation.

In the past 12 months, I have/have not (circle one) broughtadditional resources or in-kind support that has brought budgetrelief to the organization.

Become engaged and active by providing pro bono expertise and skills to the organization.

In the past 12 months, I have utilized my experience to support the programs, services, fundraising activities and/or profile of the organization by (list).

Be an active participant in the support of the staff.

In the past 12 months, describe your actions ordiscuss how you contributed to the supportor performance of the CEO and staff.

We are currently modifying our Strategic Plan to better align with our parent organization, SOIs :

1.Recruit Coaches and Athletes.Create Region-specific outreach plans focused on soccer and basketball, plus an overall Marketing and Public Relations plan, to recruit coaches and athletes.

2.Recruit Sports Leaders.Recruit individuals from established sports organizations to be a part of Sport Development Teams and Games Organizing Committees to expand support for SOSCs sports programs.

3.Enhance Fall Games.Develop a plan to expand Expo Park activities and to increase publicity and awareness with internal and external constituents.

4.Local Program Model.Develop and pilot a revised Local Program Model in 2 Regions.

5.Young Athletes Program.Create a committee to assess opportunities to expand YAP throughout SOSC.

1.Families.Develop a comprehensive plan to communicate with and engage families in all SOSC activities.

2.Healthy Athletes.Develop and implement a plan to recruit professionals who can be trained as Healthy Athletes clinical directors.

3.Athlete Leaders.Identify opportunities for athletes to serve in key leadership roles (i.e., Regional Leadership Councils, Area Leadership Committees) and recruit athletes to fill those positions.

1.Online Fundraising.Assess current online revenue streams to determine the greatest opportunities for online growth and incorporate findings into the Online Fundraising Plan.

2.LETR Recognition.Develop and execute a LETR recognition program that keeps existing officers engaged and attracts new law enforcement officers.

3.Corporate Partners Fundraising Plan.Develop an organization-wide corporate partnership plan that will engage new companies through sponsorship, in-kind, special events, LETR and cause-marketing.

4.Engage Major Donors.Develop and cultivate 200 donors through CDMP contacts and engage them in an appropriate event or to provide continued direct program support.

5.Improve In-Kind Reporting.With feedback from staff, establish a system for obtaining and completing in-kind reports.

1.Recruit Volunteer Leaders.Identify volunteer leadership needs organization-wide and develop outreach plans to fill these key volunteer positions.

2.Regional Leadership Teams.For Regions with Regional Leadership Councils, review current structure and members to determine where additional representation is needed and recruit to fill positions. For Regions without Regional Leadership Councils, develop a recruitment plan that ensures diverse representation and reflects the communities served.

3.Staff Training.Assess overall organizational needs and create and implement a training plan that considers the unique needs of regional and chapter staff.

1.Create IT Evaluation Team.Develop an IT Evaluation Team to review current software and hardware and make recommendations for future technology solutions that improve organizational efficiency and communication.

2.Expand Sharepoint Functionality.Examine Sharepoint functionality to expand the use of collaboration and project management tools on the intranet and to centralize processes and improve organizational efficiency.

3.Improve Customer Service.Standardize critical processes used to track and service new athletes, families, volunteers, and donors.

4.Improve sosc.org Navigation . Form a team to evaluate the sosc.org website to ensure users can find the information they need to easily navigate the site.

When changes to the economy were becoming apparent in 2007/2008, Patrick and Bill challengedthe Board to help bridge the funding gaps.

For fiscal years, 2007, 2008 & 2009, SOSC posted a deficit.

Our reserve funds decreased from $4M to $2M, this was the tipping point for the Board to create a balanced budget.

In 2010, we balanced the budget for the first time in four years despite this being an unprecedented time in economic history.

The House Raffle was positioned as a stop-gap measure for the next 2-3 years to build a funding bridge and balance the budget.

Due to its success, we anticipate the we will include it in our budget for it for at least 5 years.

The Board Challenge has proven to be successful, with each goal surpassed and the Board has self-identified they want to do more.

- $250k goal

- $368k actual

- 69% participation

- Expectation $1,000 per Member = $64,000

- New Challenge implemented

- Added give or get additional $4,000 cash and in-kind*:64 x $4,000 = $256knew dollarfocus

- $750kImpact goal

- $772k YTD actual

- 72% participation

- Economy stabilizing,retentionandnew dollarfocus

- Began to include House Raffle ticket sales

- Visionary YTD: $423k

The next phase of the Board Challenge is being reframed, more information will be revealed at the next Board meeting

Our individual giving program is called the Gold Medal Circle (GMC). This recognizes donors of $1,000+ annually who give directly to Sponsor an Athlete programs, not through events.

Currently, the Board and SOSC staff comprise 47% of the GMC membership.

First: The Board is ultimately responsible for the organization, including its financial resources.

Second: The Board cannot be successful without strong staff support for daily business management.

Third: Staff cannot move forward without the vision and leadership from the Board.

Board Role

Advocates

Door Openers begins the relationship

Influencers

Governance

Professionalexpertise

CEO Role

The Lead fundraiser and the face of the organization

Development Staff

The strategists

Implements the strategies

Stewards the relationships

Supports the volunteers andthe executives

Builds the teams

Exceptional Boards institutionalize a culture of inquiry, mutual respect and constructive debate that leads to sound and shared decision making.

Is there a shared culture that leads to informed decisions? Is there a two-way appreciation of challenging questions?How much candor is there amongst the Board Directors? Between the CEO and Board Directors?

How do you get the right people on the bus?

What is the right balance between retaining experienced leadership talent and fostering new Blood?

What does an ideal Board look like for SOSC? How do you continuously renew yourselves?

Recognize victories and progress

Appreciate individual contributions:

-to the Board

-to the organization

-to the community

Make room for humor and a good laugh and have fun!

If only we open our eyes and hearts, we will find in the athletes of Special Olympics the best of the human spirit, and through them, each of us will find the best in ourselves.

~ Eunice Kennedy Shriver

Thank you for your volunteer leadership!

You will be emailed the login for theBoard of Directors Intranet.

You can always find the latest information atwww.sosc.org .