union of black episcopalians h. belfield hannibal chapter 2009 strategic plan

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Revised per January 18 meeting 01/20/09ah

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Union of Black Episcopalians H. Belfield Hannibal Chapter 2009 STRATEGIC PLAN. Revised per January 18 meeting 01/20/09ah. OBJECTIVES. Retain current Union of Black Episcopalians H. Belfield Hannibal Chapter membership (UBE) Recruit new members to the chapter - PowerPoint PPT Presentation

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Page 1: Union of Black Episcopalians H. Belfield Hannibal Chapter 2009 STRATEGIC PLAN

Revised per January 18 meeting01/20/09ah

Page 2: Union of Black Episcopalians H. Belfield Hannibal Chapter 2009 STRATEGIC PLAN

Retain current Union of Black Episcopalians H. Belfield Hannibal Chapter membership (UBE)

Recruit new members to the chapter Educate constituents within the Los Angeles

Diocese about issues of racism, slavery and racial reconciliation

Influence ongoing Diocesan policies on issues of race and inclusion

Support aims and objectives of the national UBE

Page 3: Union of Black Episcopalians H. Belfield Hannibal Chapter 2009 STRATEGIC PLAN

• Create chapter administrative infrastructure that supports professional and efficient organizational functions

• Increase visibility and enhance credibility of UBE H. Belfield Hannibal Chapter within LA Diocese

• Distinguish from other LA UBE chapter• Position UBE as resource for the creation and

execution of educational programs targeting Blacks and communities of color inside, and outside, the Diocese of Los Angeles

• Leverage alliances with diocesan leadership and other communities/organizations of color

Page 4: Union of Black Episcopalians H. Belfield Hannibal Chapter 2009 STRATEGIC PLAN

Development of a succinct and comprehensive mission statement for the chapter is critical to establishing a foundation for focused and effective chapter growth and development.

Mission statement should clearly state:◦ Who we are◦ What we stand for◦ How we plan to make a difference (using action words)

Review the existing UBE national mission statement

Page 5: Union of Black Episcopalians H. Belfield Hannibal Chapter 2009 STRATEGIC PLAN

Tier I Audiences LA Diocesan Leadership

◦ Clergy & Laity LA Diocese Church Leadership

◦ Clergy & Vestry Black Episcopal Parishioners within the

Diocese of Los Angeles Youth & Emerging Leadership

◦ Youth ◦ Seminarians

Page 6: Union of Black Episcopalians H. Belfield Hannibal Chapter 2009 STRATEGIC PLAN

Tier II Audiences Parishioners of diverse ethnic backgrounds Local Media (throughout the diocese)

◦ Print (professional trades, newspapers, newsletters) Ex: Provide content for Kaleidoscope Institute Monthly

Newsletter ◦ Radio/Television opportunities as appropriate

National Media* ◦ Coordinate with UBE national communications department ◦ (ethnic magazines, women’s magazine, Christian magazines)◦ Online (TEC targeted; online outlets that focus on Christian,

racial/ethnic issues) ◦ Radio/Television opportunities as appropriate*All media outreach should be coordinated with national UBE

Page 7: Union of Black Episcopalians H. Belfield Hannibal Chapter 2009 STRATEGIC PLAN

Increase visibility and enhance credibility

Develop Chapter Brand Identity◦ Capitalize on national UBE’s existing credibility and brand

equity ◦ Write and approve official chapter mission statement to be

included in all correspondence and online outreach Mirror national UBE mission statement with goals specific to LA

Diocese ◦ Create Chapter Marketing/Press Kit:

Introduction cover letter from President Backgrounder fact sheet leadership bios contact sheet “Join Today” Form

Page 8: Union of Black Episcopalians H. Belfield Hannibal Chapter 2009 STRATEGIC PLAN

ImplementationLaunch Visibility Campaign Develop Chapter Brand Identity (cont.)

◦ Incorporate consistent messages: Specific to the black community Inclusive messages that will resonate with groups outside of

the black community◦ Branding Internal and External Correspondence

UBE national logo on all correspondence (including emails) Chapter mission statement or “tagline” (one to two sentences that

clearly states the goals of the chapter)◦ Leverage social networking tools to maintain communication

with members and to attract new members Facebook Myspace Tweeter

Page 9: Union of Black Episcopalians H. Belfield Hannibal Chapter 2009 STRATEGIC PLAN

Create chapter administrative infrastructure

Conduct an internal “re-launch” of the chapter◦ Write mission statement and ensure that all chapter members are informed ◦ Provide annual strategic plan (in its latest form) to all members to provide “big

picture” ◦ All members are informed of the chapter’s overall purpose and are onboard with

how to achieve it Conduct efficient meetings

◦ Start and end on time◦ Consider consistent meeting location (will help potential members to locate the

chapter easily)—Potential Location: Church of the Advent for initial meetings ◦ Provide accurate minutes and agenda prior to the meeting to allow proper review

time (lead time to be determined)◦ Stick to the agenda

Agenda additions must be submitted at least one week prior to the meeting Prioritize agenda items-Create realistic agendas with an appropriate amount of items that

can be adequately addressed within the meeting time frame (ex: 10 agenda items are unlikely to be covered well during a one and a half/two-hour meeting

Inefficient meetings counter efforts to attract new members and retain current members ◦ Follow appropriate rules of meetings ◦ Maintain regular communications with members (i.e. electronic and mail

distribution)

Page 10: Union of Black Episcopalians H. Belfield Hannibal Chapter 2009 STRATEGIC PLAN

Increase visibility and enhance credibility (cont.)

Conduct Regular Outreach to Focused Audiences◦ Obtain accurate focused audience contacts list (mailing, phone,

email) from diocese◦ Write and mail a formal letter of chapter introduction to primary

and secondary audiences featuring chapter mission and call-to-action for support

◦ Executive Communication (President or VP) Monthly e-update message to primary audiences Quarterly update e-mailed to secondary audiences

Executive visibility at events throughout the diocese as necessary

Deputies of Color Orientation Conference--Saturday-Sunday, April 18-19 (Anaheim)

July 2009 General Convention December Diocesan Convention

Page 11: Union of Black Episcopalians H. Belfield Hannibal Chapter 2009 STRATEGIC PLAN

Position UBE as resource for informational and active outreach programs

All programs must support chapter’s mission ◦ Brainstorm new programs that feature proactive outreach

with goals of impacting specific focused groups ◦ Evaluate the relevance and viability of existing programs

that may no longer support the new mission—adapt existing programs or discontinue them

◦ Establish a calendar of ongoing activities (contingent upon manpower) that reflects an active chapter (quarterly events) Include regular meeting dates & location Independent UBE events UBE co-sponsored events (i.e., Program Group on Black

Ministries program support)

Page 12: Union of Black Episcopalians H. Belfield Hannibal Chapter 2009 STRATEGIC PLAN

◦ The group will evaluate existing programs/events including: Annual Black History Eucharist, Father’s Day Brunch

◦ Each program will have a strategic plan to move it from idea to reality. Individual program plans (created by the committee) should include:

Objectives, Strategies, Tactics Fundraising should be a key component to all public

programs (Will this event make money or require treasury funding?)

Timeline for completion of milestones Responsibilities chart Program Evaluation Program planning should start no later than six weeks from event day

ImplementationImplementationIndividual ProgramsIndividual Programs

Page 13: Union of Black Episcopalians H. Belfield Hannibal Chapter 2009 STRATEGIC PLAN

The following slides were retained as resource sheets for the existing events to

be evaluated

Page 14: Union of Black Episcopalians H. Belfield Hannibal Chapter 2009 STRATEGIC PLAN

Father’s Day BrunchSaturday, June 14, 2009 (date tentative)

Review past brunches and evaluate existing format in terms of chapter’s mission

Research other diocesan/city events that may conflict and hinder attendance

Event should have “stamp” of diocesan support to encourage participation

Timeline: March/April—Planning, secure event space and other logistics April—Create invitations May—Distribute printed and electronic invitations; post event on

Web site and include in monthly chapter communications vehicle (ex: html email)

June—Conduct reminder phone calls to invitees; confirm RSVPs

Page 15: Union of Black Episcopalians H. Belfield Hannibal Chapter 2009 STRATEGIC PLAN

Father’s Day Brunch (cont.)Saturday, June 14, 2009 (date may change)

Event Day—Onsite◦ Photographer/videographer◦ Quotes from lead participants and attendees

Post Event (December/January)—Capitalize on Captured images and feedback◦ Write a brief article about the event, supported by photos and

quotes from attendees◦ Distribute the article as a stand-alone update to target

audiences via html email one week after the event◦ Include article, pictures/video on Web site and in subsequent

communications outreach vehicle (summer update)

Page 16: Union of Black Episcopalians H. Belfield Hannibal Chapter 2009 STRATEGIC PLAN

Build and Leverage Alliances

Recruit, cultivate and mentor new leaders; align with top black diocesan leaders, black clergy and black laity

Enlist non-black clergy and lay leaders to enhance credibility and garner support of other minority groups within the diocese

Advocate for justice for all minority groups ◦ Proactively learn about issues in the church that adversely

affect ethnic groups within the diocese◦ Become visible, consistent presence◦ Establish and include chapter’s position on current issues in

communications vehicles (electronic newsletter, Web site, etc.)

Page 17: Union of Black Episcopalians H. Belfield Hannibal Chapter 2009 STRATEGIC PLAN

Build and Leverage Alliances

Initiate outreach to Program Group on Black Ministries (PGBM) chaired by Fr. Vincent Shamo◦ Identify synergistic opportunities to support existing programs

(co-sponsorship) and create joint programs◦ Support PGBM’s multi-year programming to support

Reparations Resolution A123 There are plans to address this issue at the 2009 General Convention

and beyond This is a high-visibility/high-credibility opportunity for the chapter

Encourage active, mutual multi-cultural event/program support◦ Work with bishop in charge of multicultural ministries

Page 18: Union of Black Episcopalians H. Belfield Hannibal Chapter 2009 STRATEGIC PLAN

Q’1 2009—January/February/March◦ Review proposed strategic plan; take

recommendations/suggestions under advisement; Revise plan as necessary

◦ Discuss existing and brainstorm new programs; create individual plans for implementation

◦ Initiate chapter branding tactics Draft Mission Statement Initiate Web site development (if one doesn’t exist already); develop

content Draft and finalize chapter information/press kit completed by the

end of March

◦ Obtain focused audience contacts lists from diocese◦ Outreach to PGBM re: Resolution A123 programming◦ Research opportunities for visibility at General Convention

Page 19: Union of Black Episcopalians H. Belfield Hannibal Chapter 2009 STRATEGIC PLAN

Q’2 2009 (Apr-June) Implement visibility campaign (ongoing) Initiate consistent communications with internal/external

focused audiences Initiate efforts for alliance development

◦ Conduct conference calls or meetings with appropriate contacts Pending Review—Father’s Day Brunch planning efforts

◦ Event day is tentatively set for June 14

Q’3 2009 (July-September) Maintain consistent communications with focused

audiences Continue relationship development with ethnically-diverse

clergy and lay leaders (alliance building)

Page 20: Union of Black Episcopalians H. Belfield Hannibal Chapter 2009 STRATEGIC PLAN

Q’4 2009 (October-December) Opportunity for visibility at Diocesan Convention

◦ Research in August Maintain consistent communications with focused

audiences Continue relationship development with ethnically-diverse

clergy and lay leaders (alliance building)