Midwest Region Update

April 2012

Regional Volunteer Leadership Council (RVLC) Members

Region Update

Walk MS Regional Workgroup

• Workgroup Charge - “Develop a plan to increase the Midwest Region Walk revenue in 2013”

• The workgroup will recommend the 2013 target level of growth back to the Region Management Team for approval and planning. The group is additionally planning to achieve a 3.8 percent of growth overall for the current 2012 Walk season, according to the chapters’ budgets.

• The 2013 Midwest Walk Revenue Growth Plan will identify strategies and processes to achieve its outcome. Additionally, it will help toward fulfilling the certification standard for advancing the region: “Each region achieves its region’s three-year income growth goal by 2014 as set by the REVP in collaboration with the Region Management Team and the Senior Management Team. “

Region Update (from February, 2012) Regional Team Activities

Walk MS Regional Workgroup (Continued)

• Early Successes Bulk purchase of Walk medals, saving the region $6,700. Progress is underway for a group purchase of t-shirts for Walk. The region will

save at least $6,000 and potentially more.• Anticipated Strategies

Improved and consistent usage of online Walk tools Incorporation of Event 360 research, including market areas with growth potential Unified strategies across the region Shared collateral and marketing materials Pursuit of regional sponsorships Purchasing power leveraged for savings (ie medals & t-shirts)

Region Update (from February, 2012)Regional Team Activities

Walk MS Regional Workgroup (Continued)

• Anticipated Outcomes Reduced redundancies of efforts Increased number of people with MS engaged in Walk (participant,

volunteer, etc.) 2012 Walk revenue growth 2013 Walk revenue growth 

• Next Steps On February 7th the work group met in-person in Chicago and began work

to develop a 2013 regional Walk MS plan. The plan will be further refined through subsequent conference calls, in addition to consultation with the Region Management Team.

Region Update (from February, 2012)Regional Team Activities

Walk MS Regional Workgroup (Continued)

Region Update (from February, 2012)Midwest Region Financial Performance To Budget

October 1, 2011 through February 29, 2012

• Income (Y) YTD FY12 YTD Budget YTD Variance Campaign Income $4.981M $4.839M $0.142M Non-Campaign (Y) $1.073M $0.673M $0.400M Total Income $6.054M $5.511M $0.542M

• Expenses NPE & Honor Roll $0.856M $0.945M $0.089M Operating $8.136M $9.613M $1.477M Total Expenses $8.992M $10.558M $1.566M

• Net Income ($2.938M) ($5.046M) $2.108M

Forecast FY12 - Variance to Budget

Income $0.170M Expenses $0.239M Net Income $0.418

Region Update (from February, 2012)Volunteer Engagement Opportunities

• Regional Volunteer Leadership Council Member Chair - Dean Munger (Michigan)

• Regional Task Team or Committee Member• National Task Team or Committee Member

National Program Expense Policy Review Committee – Dean Munger (Michigan) National Budget Review Committee Member and Liaison – Larry Schmidt (Upper Midwest) Certification Standards Task Force – Dean Munger (Michigan) National Volunteer Leadership Council – Dean Munger (Michigan)

Jeffrey Peier (Mid America) Chapter Chair Orientation Leader Operational Planning and Budgeting Task Force

Midwest Region Chapter ReviewBackup Material

• National Budget Review Committee Member & Liaison

• National Program Expense Policy Review Committee

• Operational Planning & Budgeting Task Force• Certification Standards Task Force

National Budget Review Committee Member and Liaison

Role of the 2013 Budget Review Committee:Provide feedback, input and oversight into the establishment of the home office budgetAssure transparency in the establishment and communication of the 2013 National Program ExpenseBring substantive and diverse input to the budget process

Region Liaison Committee Members:Fulfill the role and expectations outlined for all members of the Budget Review Committee (as described in the FY 2013 Budget Review Committee Description)

National Budget Review Committee Member and Liaison (Continued)

Region Liaison Committee Members:Fulfill the role and expectations outlined for all members of the Budget Review Committee (FY 2013 Budget Review Committee Description)Serve as a member of the RVLC (liaisons not currently serving as Council members will serve as ex officio members while serving in the liaison role)Facilitate effective communication between the Budget Review Committee and region leadershipProvide information about the overall Budget Review Committee process to region leadership at the process beginning & provide updates & talking points to the RVLC for Chapter reviews at appropriate intervals in the process

National Program Expense Policy Review Committee

National Program Expense Review Committee Role:•Review the NPE policy based on the first two years of experience

•Identify any policy gaps or needed clarification

•Develop and implement an effective communication plan regarding the NPE process and any approved policy changes

•Increase understanding of NPE in the planning and budgeting process

National Program Expense Policy Review Committee (Continued)

Member Expectations:•Focus on budgetary alignment with the Society’s strategic response

•Develop and maintain a Society-wide perspective

•Participate in all conference calls

•Attend a two(2) day meeting in mid to late April (location TBD)

•Fulfill specific responsibilities as communicators and/or region liaisons

Operational Planning and Budgeting Task Force

Operational Planning and Budgeting Task Force Charge:

Assure a comprehensive, integrated planning and budgeting process, true to our decision-making norms, with clearly defined priorities aligned with the strategic response resulting in:•Multi-year strategic implementation plans and annual operating plans aligned with budgets and reflected in staff performance goals•Outcome measures and milestones•Disciplined review and evaluation•Tools and templates•Priority setting and attention to organizational capacity•Inclusiveness and transparency

Certification Standards Task Force

• COMMITTEE CHARGE AND EXPECTATIONS  The Certification Task Force, comprised of chapter and home office staff and

volunteers, has the responsibility to review and update the standards for chapter certification.

The Chapter Relations Committee of the National Board of Directors will approve updated standards in July 2012 for the 2013 fiscal year.

• The task force will receive input from the home office Executive Vice Presidents or their designees as a starting point for 2013 standards.

• The task force’s recommendations, comments, and suggestions will be forwarded back to senior staff with requests for additional information, clarification and/or participation on a task force conference call, as appropriate.

 

COMMITTEE CHARGE AND EXPECTATIONS (Continued)

• All Chapter Presidents will have an opportunity to comment on proposed 2013 standards and the task force will review their comments in advance of making the final proposal.

• Ultimately, this task force will recommend a set of 2013 Certification Standards to be reviewed by the Chapter Relations Committee of the National Board of Directors for approval.

• The task force is asked to provide input regarding criteria as follows: If the criterion is repeated from previous years, does it still seem appropriate or

should it be upgraded or dropped? Are criteria at an appropriate level?

Certification Standards Task Force (Continued)

• The task force is asked to provide input regarding criteria (Continued) Are new criteria results measurable and able to be accomplished by all chapters? Does the task force wish to propose other, new criteria either in addition to, or as a

replacement for the current or proposed criteria? Is each standard critical enough to make the difference between a certified and

uncertified chapter? Does the standard help assure the necessary infrastructure is in place to function

as a chapter in the National MS Society? Do the standards align the Society to effectively achieve the results in the Strategic

Response 2011-2015 – in the broad outlines as we know them so far? Do the standards make a difference for people who are affected

by MS?

Certification Standards Task Force (Continued)

National Committees, Task Forces and Teams

• African American Advisory Council• Budget and Planning• Budget Review Committee• Chapter Certification Standards• Chapter Chair Orientation planning committee• Client Education Committee *• Clinic Affiliation Review Committee *• Federal Action Council• Goal Steering Teams• Implementation Teams• Latino American Advisory Council• Long Term Care Committee *• NBOD Nominating Committee• NOW research campaign cabinet

National Committees, Task Forces and Teams(Continued)

• NPE Policy Review Committee• Operational planning and Budgeting Task Force• Research Program Advisory Committee• Scholarship Selection Committee • Volunteer of the Year Selection committee• Other committees and task forces as needed (time limited task forces

like Blue Ribbon Panel, Charting Our Future, etc.)

* Clinical Department Committee populated with Volunteers with a Medical background

Region UpdateFuture Activities

• May 10, 2012 – Strategic Response Implementation Meeting – Regional Volunteer Leadership Council, Regional Management Team, National CEO and National Leadership Team Members – Chicago, Illinois

• August 16, 2012 – Regional Volunteer Leadership Council Meeting – Conference Call

• November 8 & 9, 2012 – National Conference – Dallas, Texas