Nebraska Iowa District

Transcription

1 Nebraska Iowa District I Plan (Strategic Plan) Drafted: December 4 5, 2015 Updated January 23, 2016 Adopted by BOT February 5, 2016 Kiwanis Motto: Serving the Children of the World Kiwanis Defining Statement: Kiwanis is a global organization of volunteers dedicated to improving the world one child and one community at a time. Kiwanis Vision: Kiwanis will be a positive influence in communities worldwide So that one day all children will wake up in communities that believe in them, nurture them and provide the support they need to thrive. Kiwanis Vivid Description: Our global network includes a dynamic family of clubs, individual supporters, alumni, donors, Non Government Organization (NGO) partners and corporate sponsors. Every community around the world has an opportunity to participate in or benefit from a Kiwanis experience. Based upon a legacy of service, this global network is dedicated to building community and improving lives by providing opportunities for service, fellowship, leadership, and philanthropy according to local needs, cultures, and member interests. District Vivid Description: The Nebraska Iowa Kiwanis District is a dynamic family of service oriented clubs with clarity of focus to identify, nurture, and meet the pressing needs of children and families locally and globally.

2 Develop / Nurture/Mitigate Utilize/Capitalize The Four Components of I Plan (KI s Strategic Planning Tool) SWOT Analysis Inspiration - Impact - Image - Investment STRENGTHS Focused Leadership Established Governance Structure (Board of Trustees) Existing Strategic Plan New Perspectives in District Leadership OPPORTUNITIES Young Professionals Signature Projects Non-Dues Revenue Stream Empty Nesters Internal External WEAKNESSES Communication Succession of Leadership Resistance of Change Nurturing of SLP s Lack of understanding of Governance (BOT Structure) Financial Tracking District / International Awareness THREATS Decline of Rural Communities Free Opportunities to Serve Aging Population of Members People are too busy Young Professional Groups Page 2

3 Goal Strategy Tactic Structure The example below is for illustrative purposes only; NE-IA s I Plan continues on Page 4 Goal Example To Increase membership by 5% annually through the Kiwanis Year ending September 30 th 2017 Strategy Examples Increase the number of young professionals Open More Clubs Tactical Examples Target JCI members that are soon aging out Target community specific YP Networks Districtwide (Division-wide) Happy Hour (includes networking opportunities) Page 3

4 Inspiration District Goal: Apply The Formula throughout the District by opening new clubs, attracting new members, retaining current members, strengthening existing clubs, and supporting a growing Kiwanis membership network 1.) Adopt The Formula throughout the District; training and educating all clubs by September 30, ) Attain Positive Net Growth each year through September 30, ) Open Three (3) New Clubs each year through September 30, 2019 including traditional, nontraditional, virtual, and young professional clubs a. The Lt. Governors and New Club Openers of each Division will collaborate every year to identify the most likely locations for new clubs, identify sponsoring clubs, and work together to help charter the new clubs b. New Club Openers will be identified for each division by September 30, 2016 c. Encourage the and satellite concepts in the formation of new clubs 4.) Develop a Process to Identify Potential Members by September 30, 2016 a. Young Professionals: Open one new YPC in the District each year i. Lt. Governors and New Club Openers will identify areas for new clubs primarily comprised of young professionals ii. Offer a periodic breakout session at Kiwanis District conventions and conferences for young professionals b. Formation of virtual and satellite locations c. Identify potential members nearing retirement age i. Encourage club members to identify persons who are approaching retirement age to consider membership in their club ii. Monitor retirement announcements in newspapers and other publications and issue invitations to visit join iii. Identify a senior professional recruitment specialist to be a part of Membership Committee to assist in the identification and recruitment of individuals nearing retirement age iv. Partner with state and local chapters of AARP and local Area Agencies on Aging or similar Agencies to help identify and recruit potential members d. Contact and recruit members of Junior Chamber International (fka JayCees) i. identify communities in Nebraska and Iowa that have local JCI Chapters ii. Encourage local Kiwanis clubs to develop relationships with respective chapters iii. Invite potential Kiwanis members as JCI members age out e. Contact and recruit Nebraska-Iowa District Circle K International and Key Club International Alums (CKI and KCI) i. Obtain contact information of CKI and KCI Alumni from KI or by developing a personal relationship with club members ii. Disseminate information to appropriate Kiwanis Clubs Page 4

5 iii. Contact Alumni and encourage regular Kiwanis Club membership iv. Fully utilize KI dues relief for former CKI and KCI alumni 5.) Cultivate a diverse membership that is consistent with the demographics of each community such as ethnicity, age, socio-economic, and gender a. Study geographic areas in the District that offer population diversity b. Determine if comparable organizations exist and establish partnerships c. Invite potential members to Kiwanis d. Feature stories in the District Newsletter about clubs that have diverse membership e. The District Secretary-Treasurer will collect additional demographic data regarding new member additions, eg, age and gender, and share with membership via the District Newsletter, Website, or other communication vehicles 6.) Develop Strategies to Share the Kiwanis Story a. Encourage members of all clubs to practice and use the One Minute Speech. b. Help all club members become skilled and confident to share the Kiwanis story with others, and to start a conversation with friends, neighbors, and associates 7.) Provide Club Leadership Education (CLE) Training a. Review the curriculum and effectiveness of the current Club Leadership Education process b. Provide financial and human resources to support annual trainings i. 90% of the club President-Elects will participate in CLE training every year ii. Conduct Training at the District Convention or Mid-Year for new and experienced secretaries and treasurers iii. Identify, recruit, and train additional Kiwanians who can provide training to President-Elects c. Succession planning will be encouraged and emphasized for all district offices, including committee chairs, SLP Administrators, and Lieutenant Governors d. Assess the effectiveness of the current Lt. Governor recruitment process i. Identify regional mentors who can encourage potential Lt. Governors ii. Maintain database of mentors and potential Lt. Governors 8.) Support the growth and development of all Service Leadership Programs (SLPs) a. Maintain and nurture existing SLPs. i. Feature SLP members at regular and Division Council meetings ii. Encourage speakers at club and Division Council meetings who can create enthusiasm for SLPs b. Encourage at least five SLPs in each of the District s 24 Divisions by Sept. 30, 2019 i. Develop written guidelines for SLP club building ii. Create a list of best practices from those Kiwanis Clubs that have recently chartered new SLPs c. Open eight (8) new SLPs per year through September 30, 2019 Page 5

6 i. Coordinate club efforts with District Administrators to examine, evaluate, plan, propose, and open new SLPs ii. Develop written guidelines for SLP club opening iii. Create a list of best practices from those Kiwanis Clubs that have recently Chartered new SLPs iv. Develop marketing materials and resources for members of new SLPs v. Identify youth organizations (4-H) whose members age out at 18 as potential SLP members vi. Encourage development of SLPs in cooperation with community organizations such as Boys and Girls Clubs, YMCAs, and retirement communities (for Aktion Clubs) vii. Encourage individual clubs to create and maintain a budget line to provide necessary financial resources d. Create a timeline for the development of new SLPs that includes: Aktion Club, Circle K, Key Club, Builders Club, and K-Kids e. Recognize and Celebrate the specific weeks created by KI to celebrate Kiwanis (e.g., Kiwanis Family Month, Key Club Week, Kiwanis One Day ) f. Foster greater leadership continuity for each SLP i. Encourage Kiwanis Clubs to identify more than one Kiwanis Advisor, and partner with schools and/or organizations to identify co-advisors for the SLP. ii. Build an extensive network of committed Kiwanians who want to be involved with SLPs. Page 6

7 Impact-Meaningful Service District Goal: To perform meaningful service, with service to children as our priority. 1.) Foster a partnership with our SLP s a. Nurture the partnerships with financial contributions as well as active participation through mentorship and involvement in community projects b. Consult and support the District SLP Administrators i. SLP Administrators, in consultation with the SLP Coordinator, will identify co (or assistant) Administrator(s) for each SLP ii. Enhance communication channels at District, Division, and Club levels. c. Provide education and training annually to all SLP club sponsors and SLP advisors, and develop an effective, ongoing, and more intensive support system and communications networks with all Kiwanis sponsors and SLP advisors throughout the year. i. Establish local or regional conferences annually for sponsor and advisor education (in conjunction with existing events) ii. Help SLP leaders market SLP s in their communities and promote the value of servant leadership at all levels. iii. Work with SLP administrators to develop goals for growth and service, and budget accordingly. iv. Encourage District Key Club administrators to pilot the development of a District Key Club strategic plan 2.) Encourage Club/Division service projects that attract wide engagement, support, recognition, and meet real identified community needs focusing on children. a. Clubs will conduct at least one Community Needs Assessment every 2 years i. Encourage and educate clubs to perform/utilize an updated community needs assessment ii. Or identify community resource that conducts needs assessment, participate, and utilize information b. Encourage clubs to develop a signature project and/or fundraiser i. Each club creates and or further develops at least one signature project c. Encourage further development of hands-on service projects i. Each club creates further develops one new hands on project a year ii. Promote partnerships with other community organizations (e.g., Chamber of Commerce, KI International Partners, other service organizations) 3.) Support the Districtwide Service Project of alleviating childhood hunger a. Red Barrel project b. Weekend food back packs for kids c. Work with university extension offices/nutritionists in sponsoring slow cooker classes d. Other projects as needed 4.) Focus on early childhood development Young Children Priority One (YCPO) Page 7

8 a. Encourage each club to sponsor a YCPO project each year b. Promote early childhood development through annually securing a speaker for a club meeting on the subject c. Promote YCPO at Mid-Year and District Conventions 5.) Support Key Leader and Camp OK projects a. Develop relationship with schools in order to identify candidates for Key Leader and Camp OK annually b. Develop a marketing plan for Key Leader and Camp OK c. Financially support student attendees d. Identify and recruit adult volunteers Page 8

9 Image District Goal: Enhance the Kiwanis image 1.) District will lead the way by converting the current district logo to the new branded KI logo (adopted for the district) 2.) Provide training at Mid-Year and District conventions in use of the branded Kiwanis look 3.) All clubs adopt and use the Kiwanis International Brand a. 100% of clubs trained and compliant by September 30, 2017 b. Provide education and training opportunities on the Kiwanis brand c. Update the branding of all District documents (strategic plans, foundation) 4.) A PR Chair/Image Coordinator will be named for the District and encouraged at each club a. Annually completes PR and Image training b. Develops program for club meeting speaker 5.) Every activity should utilize the KI Brand both Externally and Internally 6.) Understand/ Identify the perception of the Nebraska-Iowa District Image What is our District s image to our members? a. Conduct special study to determine what Nebraska-Iowa District Kiwanis members think/know of the district by September 30, b. Develop communication strategy based on results of this study. c. Develop a Nebraska-Iowa Kiwanis District brand statement and guidelines by September 30, ) Effective use of Social Media a. Analyze current use of social media at the district level by September 30, b. Determine direction for use of social media at the district level which may include a presence on Twitter and Instagram 8.) Prepare and execute a marketing/public relations plan focused on the ways Kiwanis benefits our communities by September 30, a. Plan should include a mixture of media relations and outreach using social media b. Showcase the clubs that are ON FIRE c. Incorporate radio, television, print, and billboard promotions d. Pilot the project in selected communities in the District 9.) Develop marketing strategies and materials that identify and highlight the positive value of membership to the individual and the value to children and the communities in which they live. a. The PR Committee will encourage and assist each club to develop written promotional material; clubs may access templates for this purpose through KI b. Provide training for clubs in developing marketing strategies 10.) Prepare and execute a plan to celebrate in 2019 the 100 th anniversary of the Nebraska- Iowa Kiwanis District Page 9

10 a. Name a District chair and committee members to begin preparation for our 100 th anniversary by September 30, b. Encourage clubs to incorporate historical perspective in their membership recruitment activities. Page 10

11 Investment District Goal: To ensure financial viability and responsible stewardship 1.) Provide resource and promising practices for club financial education a. Create budgets and sample financial reporting, and financial review/audit procedure b. Augment KI Club Leadership training for club treasurers. c. Determine club, including SLP s, compliance with filing of annual IRS Form 990 d. Determine club compliance with bi-annual updating of state incorporation regulations. 2.) Develop an audit plan for the District by September 30, a. Determine what is required by District bylaws: Financial Review, rotating internal audit, or external audit b. Determine the appropriate approach by Board of Trustees 3.) Prepare annual review of District documents and report findings to clubs. a. Assist clubs in preparing annual review of club documents and report findings to members b. Provide training and guidance to clubs for developing documents 4.) Look for opportunities for potential partnerships through corporations (corporate social responsibilities); 5.) Name a task force at the District level to further investigate potential non-dues revenue streams by September 30, a. Encourage same at the club level. b. Provide training and guidance to clubs 6.) Ensure that District Policies and Procedures, rewritten in 2015, are maintained and kept current. 7.) Develop and receive approval from KI of Standard Form of District Bylaws by September 30, ) Meet or exceed the District fundraising goal of $3.5 million for worldwide service project the Eliminate project. a. Meet goal by September 30, 2020 b. Increase communication opportunities via the Governor s official visits, district newsletters, and monthly calls c. Recognize, acknowledge, and promote successes at division council meetings and at Mid-Year Conference and District Conventions 9.) Provide for continuation of a smooth transition to new District Secretary-Treasurer in 2015 a. Encourage training provided by Kiwanis International b. Provide support and guidance as needed (financially and professionally) Page 11