STRATEGIC PLANNING UPDATE

November 28, 2011

OVERVIEW

Phase 1

Planning Team Prepare to Plan

Phase 2

Y Community Discussion & Collaboration

Phase 3

Planning Team Analyze Findings

Phase 4

Planning Team, Board, Staff

Develop the Plan

PHASE 1 – PREPARE TO PLAN(PLANNING TEAM) Create website (private/public) Review Y’s mission and focus areas – youth,

health, community ID constituencies – who cares about the Y? Who

are existing and potential partners? Document internal strengths & weaknesses,

external opportunities & threats Select a planning timeframe (five years) Develop themes/areas of discussion, starting with

focus areas.

MISSION & FOCUS AREAS

Youth

Health & Wellness

Community

CONSTITUENCIES

CitySchoolsHospitals - Ellsworth - Blue HillMembersDonorsOther YsThe National YState agencies

Other community non-profitsSurrounding communitiesBusiness communitiesCompetitors - day care - camp - fitness - youth sportsDissatisfied customers

INTERNAL STRENGTHS & WEAKNESSESStrengths Staff Facility renovation Active Board Variety of programs No debt Youth engaged in the Y New & improved website Volunteers Location

Weaknesses Comprehensive staff training Marketing of camp Aging facilities Formal HR function Grant writing & development Communication Use of Internet/new media Multiple locations a challenge No therapy pool Board sometimes micro-

manages

EXTERNAL OPPORTUNITIES & THREATSOpportunities Partnerships: healthcare,

schools, city, other Ys, other towns, businesses, community orgs

Moore School New philanthropy Arts program New park/walking path

Threats Stagnant economy Other camps Commercial fitness

operations Other daycare operations Possible city budget cuts Moore School RSU pre- and after-school

programs

PHASE 2 – DISCUSSION/COLLABORATION(Y COMMUNITY)

Facilitate planning meetings with constituencies Small, targeted, planned discussions with staff, members, schools,

health care, businesses, donors, government, community orgs, other Ys, etc.

Research in advance, come prepared. Get these groups to share their plans wherever possible.

Document discussions

There will likely be more than one round of conversations – people take time to think and process.

Q4 2011 Q1 2012 Q2 2012

TIMELINE (PROPOSED)

1: Prepare

2: Meet

3: Analyze

4: Plan

Checkpoints