® Organizational Assessment Rhoda Smolow, Chair Organization Department Anita Levy, Revenue Share...
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Transcript of ® Organizational Assessment Rhoda Smolow, Chair Organization Department Anita Levy, Revenue Share...
®
Organizational Assessment
Rhoda Smolow, Chair Organization Department
Anita Levy, Revenue Share Project Manager
Lindy Ettin, Associate Director, Unit Services
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Overview:
• Background• Overall Performance of the Country• Q & A• Table Activity
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Organizational AssessmentBackground• First year of assessment was 2012• Beginning of new funding model of the country that
included • Revenue share• Nationalization of staff• Direct rent payments to landlords
• Purpose was to better support the R/BCs by:• Relieving the burden of administrative fundraising• Increasing donor funds sent to National• Improving our return on investment (ROI)• Identifying units in need of assistance/unit revitalization
• Results of Assessment• Unit Profiles• Structure for Action • Implementation Team Action Items
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Organizational AssessmentData Sources
• Pledge Maker Goal vs. Actual Report • Fundraising • Membership
• Finance EOY Budget vs. Actual Report• Leadership, Chapter, Fundraising
Health Status Report• Presidents Survey
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Organizational AssessmentPerformance of the Country: Breakdown of Expenses
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Organizational AssessmentPerformance of the Country: Sum Total Fundraising
2012 Total Fundraising: $31,705,3772013 Total Fundraising: $31,327,115*
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Organizational AssessmentPerformance of the Country: Local Cost to Raise $100
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Organizational AssessmentPerformance of the Country: Local Cost to Service an Adult MemberDonor
2012 Total Adult MemberDonors: 261,4602013 Total Adult MemberDonors: 260,430
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Organizational AssessmentPerformance of the Country: Fundraising per MemberDonor
2012 Total Adult MemberDonors: 261,4602013 Total Adult MemberDonors: 260,430
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Organizational AssessmentPerformance of the Country: Fundraising Health by Units
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Organizational AssessmentPerformance of the Country: Leadership Health by Units
THE TASK OF LEADERSHIP IS TO SHAPE REALITY, RATHER THAN SUBMIT TO IT.
– Steven Bayme, AJC National Director, Contemporary Jewish Life
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Organizational AssessmentPerformance of the Country: Chapter Health by Units
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Q & A
That was a lot of numbers and a lot of colors! What questions do you have?
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Table ActivityPreparing you for 2015 Annual Planning: Learning to use your personalized Unit Profile to identify strategies to have an impact on your units’ performance
Each table will receive a sample unit profile Review the data and see where your sample unit is
underperforming Identify strategies to improve the performance of
your sample unit Consider Resources Needed (time, money, volunteers, staff,
etc) What is the ROI? (SMART Goals)
Think about how you would incorporate that into the Annual Plan for the unit
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Example
This unit President want to focused on improving Major Gifts in her area. While her 2013 Major Gifts total increased over 2012, she knows that they have the potential to do even better. She has come up with the following strategies for her 2015 Annual Plan:
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Strategy to Improve MG Fundraising in 2015 Development Major Gifts Officer to work with
Unit President Set up training and ongoing mentoring of volunteer
leadership to solicit donations Identify targeted population
Organize events for potential donors Specific outcomes
Increase Major Gifts Fundraising by $x Engage x number of potential new major donors Hold x number of major giving events
ROI Evaluate each strategy as to effectiveness