Lions Clubs International Foundation. Planning for Success: Multiple District and District Coordinator Goal Setting Webinar

Transcription

1 Lions Clubs International Foundation Planning for Success: Multiple District and District Coordinator Goal Setting Webinar

2 Webinar Agenda 1. Goal-setting Overview 2. The Goal-setting Survey 3. Resources for Goal-setting 4. Goal-setting: Step-by-Step 5. Goal Monitoring 6. Fundraising and Communication Strategies We Care. We Serve. We Accomplish.

3 Goal Setting Process Goals established and submitted via online survey Submission Date: October 31, 2012 Both MDCs and DCs will set goals

4 Goal Setting Process Use LCIF Reports including: Status of Installments Total Recap Report MJF Listings At minimum, set a contributions goal increase of 5-10% above an average year of contributions to LCIF

5 Goal Setting: MDCs Have a plan Set goals for each district with your DC team Analyze reports Help DCs determine which clubs to offer a presentation Help districts with fundraising Make sure your DCs understand the goal setting process Assist your DCs in working with their DG and DG Team, if necessary

6 Goal Setting: DCs Consult your District Governor Ensure your DG supports your goals Ask your DG for assistance in achieving goals Communicate your progress to your DG Work with your MDC Make sure your MDC is aware of your goals Ask for your MDC s assistance with your goal setting, if necessary Communicate your progress to your MDC

7 Goal Setting Survey Questions What is your target number of clubs to be visited in fiscal year ? Consider how many you can reasonably visit over the course of the year. At minimum, you should try to visit at least one club per month. Prioritize the clubs that you visit, so that you make sure that especially large and active clubs have the opportunity to hear about LCIF. What is the estimated number of articles and web news posts you plan to distribute this year? Assistance in writing news articles and press releases is available through the LCIF web site. Additionally, LCIF staff will provide regular updates that you can submit to district and MD publications. Will you conduct MJF recognition activities during your district conventions? Ensuring proper recognition for donors is a very important part of the LCIF coordinator position. Work with your DG or CC to make sure that generous individuals and clubs are recognized during MD and district events.

8 Goal Setting Survey Questions Will you give regular reports to clubs of their available MJF recognition credits? Each month, you will receive automatic reports from LCIF, including the current MJF/PMJF listing and the Status of Installments report. Make sure to pass this information on so that clubs know how much they have donated and how many MJF or PMJF credits they currently have. How much was raised in your district last year? LCIF fundraising reports can provide this information. Consider the total amount raised by your district, as well as how it was raised, i.e. through club donations, individual donations, or through district and MD funds. What is the goal for donations in your district this year? Your donation goal should be an achievable increase over an average donation year for your district or MD. A suggested amount would be a 5% -10% increase over an average year. If you need assistance determining an average year for your area, please contact LCIF Development staff for assistance.

9 Goal Setting Survey Questions Is your District Governor/Council Chair supportive of this donation goal? Be sure to consult your DG or CC when setting your goal. Having the support of your local Lion leaders is invaluable to your success. Are you aware of One Shot, One Life: Lions Measles Initiative? Make sure to stay up-to-date on important LCIF initiatives, including One Shot, One Life. Visit the Coordinator Information Center on the LCIF web site to stay up-to-date. Do you need more information about LCIF programs in order to promote the Foundation? LCIF Development staff are here to assist you in your work. If you need assistance, information or materials, feel free to contact us at any time. Additionally, you may reach out to your MDC or Steering Committee member for assistance.

10 Resources for Establishing Goals: Reports The following reports are available to assist you with your goal setting: Current MJF/PMJF Listing for your district This report shows all the individuals in your district who are MJFs or PMJFs. Use this to determine which clubs have never named an MJF and encourage them to name one. Or suggest that those clubs with many individuals who are MJFs or PMJFs consider becoming a 100% MJF Club.

11 Resources for Establishing Goals: Reports The following reports are available to assist you with your goal setting: Current Status of Installments Report for your district This report shows all the accumulated MJF and PMJF credit in your district. Use it to identify clubs and individuals that are near completion of an MJF or PMJF and encourage them to complete it. Encourage clubs that have many credits to apply for MJFs or PMJFs, or to consider becoming a 100% club.

12 Resources for Establishing Goals: Reports Club Health Report for your District This report indicates the current status of all clubs in your district, including number of members, charter date and whether membership is increasing or decreasing. The report also shows cumulative giving to LCIF during the fiscal year. Use it to identify clubs with potential to support LCIF. This report will help you to prioritize which clubs to visit. Recap of Donations This report provides the complete list of donations made to LCIF during the Lions year, sorted by club. Details of each donation are included so that you can which donation program is most relevant for your area, i.e. club donations, MJF donations by individuals, Contributing Memberships, etc.

13 Other Resources for Establishing Goals In addition to reports and information, there are other important resources you should consult when setting your goal. Including: Your District Governor and DG Team Your DG may have valuable insights into clubs and Lions in your area that can aid you in goal setting. Additionally, you will have a much greater chance of meeting your goals if you are able to work closely with your DG. Your Multiple District Coordinator If you are a DC, your MDC should assist you with any questions you have during the goal setting process. Your MDC may hold a goal-setting meeting or consult with you by phone or to ensure that you are successful in your goal-setting. Your MDC will also be there to assist you as you work to meet your goal throughout the year.

14 Other Resources for Establishing Goals Your LCIF Staff Coordinator LCIF staff coordinators are available to assist you with reports and other questions. Each Constitutional Area has a staff coordinator assigned to work with MDCs and DCs in that area. The appropriate staff coordinator for you area is listed on the LCIF website and in the online training manual. Former District Coordinator If you are new to the role of DC, you may find it helpful to consult with the former DC for your area, if appropriate. This person may be able to provide you with important information on clubs, donations and other LCIF-related activities.

15 Goal Setting Responsibilities LCIF District Coordinator (DC) Responsibilities LCIF ClubVisit Activities Promotional Activities Conduct at least one club visit each month Inspire Lions to serve both their local and global communities through LCIF Thank Lions for their past LCIF support Request and encourage future LCIF Support Ensure information about LCIF is presented at the district convention and other events Share important LCIF statistics and local data with the DG Ask the DG for an opportunityto provide regular LCIF briefings during the district cabinet meeting LCIF Contribution Goals Using LCIF data, set a contributions goal increase of 5-10% or more abovean average year of contributions to LCIF from your district; in some areas, this may mean an increase of one new MJF Leadership Activities Establish LCIF districtgoals with input from the district governor Be knowledgeable of the LCIF grant history for you district District Governor (DG) Responsibilities Incorporate local and international LCIF news intoyour remarks during club visits and district events Thank Lions for past support of LCIF and remind them of LCIF s important work Provide promotional opportunities for the LCIF coordinator and provide an opportunity to recognize supporters of LCIF at district conventions and events Be knowledgeable of the district s past giving history to LCIF and assist the LCIF DC in meeting the increase Assist the LCIF DC in establishing goals Request regular reports from the LCIF DC during cabinet meetings

16 Goals: An Example DistrictABC sets a goalof $30,375. Thisisanincreaseof $7,875, or25%, fromthepreviousyear Before After 13 outof 30 clubs donate 10 Lions become Contributing Members In additiontotheprevious year s donations: 2 new Clubs awardmjfs= $2,000 2 new Clubs holdlcif Fundraiser = $1,000 4 Lionsmake$500 gifts toward PMJF = $2, new GoldCM = $1, new SilverCM = $1, new BronzeCM = $1,000 Total = $8,000

17 Goals: An Example In summary, the LCIF Coordinator must target: 4 Clubs thatdidnotgivelastyear Check the Total Recap report to identify these clubs 5 MJFs with potential to become PMJFs Check the Status of Installments Report for Lions with MJF credits 80 Lions as new Contributing Members Check the Total Recap report for clubs with several CMs already or new clubs whose members did not support last year

18 Goal Setting: Step By Step On-line survey sends your goals directly to LCIF Eitherclickontheaddressin the orcopyand paste theaddressin theaddressbar of yourweb browser: Multiple District District

19 Goal Setting: Step By Step This is what the on-line survey will look like. Use themouse toclickin thetextbox and then type your answer Use themouse toclickin thebubblenexttothe answer of your choice

20 Goal Setting: Step By Step Use thescrollbar tomovedownthe page. All questions marked with an asterisk must be answered.

21 Goal Setting: Step By Step Please, findthetotal amount raised in your district using LCIF reports provided. Whenallquestionsare answered, click on the SUBMIT button.

22 Goals: Monitoring A new goals monitoring process will be instituted for the Lions year. Twice per year, LCIF DCs will be asked to report on their progress to their MDC. In turn, MDCs will report their progress to their SC member. Allow LCIF and the SC to monitor worldwide progress toward meeting LCIF goals Enable MDCs to identify DCs who may need assistance in meeting their goals Enable SCs to identify MDCs who may need assistance in meeting their goals Allow LCIF staff to identify areas in which they can assist coordinators Give coordinators the opportunity to ask questions and request assistance We Care. We Serve. We Accomplish.

23 Goals: Monitoring Mid-year and year end reporting Early January, 2013: DCs receive and complete a monitoring survey MDCs and DCs will discuss the survey by phone. MDCs will then report on results to their SC member This process will be repeated in June During the June 2013 calls, setting goals for the next Lions Year will also be discussed. We Care. We Serve. We Accomplish.

24 Fundraising Strategies Clubs that did not donate last year Send a letter June Recap of Donations Report: Offer to visit Inform the clubs of the good work of the Foundation Inform the clubs of the grants received from LCIF for the district

25 Fundraising Strategies MJF Credit Balances: Individuals or clubs close to US$1,000 Encourage them to top up donations in order to name an MJF or PMJF Challenge the clubs to donate at least one new MJF this year We Care. We Serve. We Accomplish. + $ = $1,000

26 Fundraising Strategies Contributing Memberships: Encourage individual donations Promote CMs through club visits and conventions Challenge clubs to become 100% Contributing Member clubs We Care. We Serve. We Accomplish.

27 Fundraising Strategies Encourage Lions to include LCIF in their estate plans: Information on the LCIF website ebrochures Lions should talk with an attorney or estate planner

28 Fundraising Strategies Thank Donors: Thank donors (clubs and individuals) through recognition Profile generous donors on website, in newsletter, or local paper Recognize MJF donors at conventions and club meetings We Care. We Serve. We Accomplish.

29 Fundraising Strategies Leo Clubs: Help Leos understand the importance of LCIF and its good work throughout the world Encourage Leo clubs to fundraise on behalf of LCIF as up and coming global leaders Try to promote 100% Leo club participation We Care. We Serve. We Accomplish. District 23C Connecticut Leos 100% club participation!

30 Communication For planning and ongoing evaluation of success: District Governor Teams 13 Steering Committee Members LCIF Steering Committee <-> Multiple District Coordainators 150 Multiple District Coordinators MultipleDistrict Coordinators< > District Coordinators 750 District Coordinators LCIF Staff 45,000 Clubs

31 Communication For education, outreach and to mobilize contributions: Club visits Newsletter articles Presentations at conventions and leadership development events Zone and district cabinet meetings Direct mail appeals Local media coverage of LCIF impact

32 Communicate: MJF Program Changes There are now four Areas of Giving from which to choose when making a contribution. Humanit arian Needs Donations within these four general areas are eligible for Melvin Jones Fellowship recognition More specific donations within these areas will be honored by LCIF but will not be eligible for MJF recognition (i.e. donations for Special Olympics Opening Eyes, SightFirst, Lions Quest, etc.) The Measles Initiative under Humanitarian Needs is MJF eligible Disaster Area of Greatest Need Sight Youth We Care. We Serve. We Accomplish.

33 Questions?