AFP Strategic Planning 2011 – 2013 Chapter Leader Teleconference July 12, 2010

AFP Strategic Planning 2011 – 2013Chapter Leader Teleconference

July 12, 2010

Good is the enemy of great.

Jim Collins

AFP Chapter Leader Teleconference – July 12, 2010

What do we want to accomplish today?

• Overview of AFP Strategic Planning– 2011 – 2013 planning process and timelines

• Results of Strategic Planning Retreat April 8, 2010• Summary of CPC planning session April 11, 2010• Review AFP Divisions work• Discussion• Ideas for member/chapter feedback• How to use the AFP IHQ plan to inform chapter

planning


Strategic Planning Committee• Andrea McManus, CFRE, Chair • Alice Ferris, ACFRE• Bill Bartolini, ACFRE, Ph.D.• Robert E. Carter, CFRE• Patrick J. Feeley, CFRE• Jay Frey, CFRE• Ann Hale, MA, CFRE• John Hicks, CFRE• Larry Hostetler, CFRE• Rachel Keene-Hutchisson • John Joslin, CFRE• Shauna Klein, MA

• Vincent Law, CFRE• Grant Martin, CFRE• Richard Martin, CFRE• William Moran, FAHP, ACFRE• Missy Ryan, CFRE• Martha Schumacher, ACFRE• Vivian Smith, CFRE• Roberto Soto-Acosta• Paulette V. Maehara, CFRE, CAE, (Ex-Officio)• Robbe A. Healey, MBA, NHA, ACFRE, (Ex-

Officio)• Timothy R. Burcham, CFRE (Ex-Officio)


Planning Approach

• “Refresh” current strategic plan rather than start anew: reaffirm or modify current goal statements

• Use existing AFP divisions (Professional Advancement, External Relations, Membership Services) to provide leadership on goals relevant to their areas

• Increase focus on defining measurable outcomes and metrics


Core Ideology(Purpose/Values)

1. Environmental Scan

2. Mission, Vision

3. Goals &, Objectives

4. Measurable Outcomes, Metrics

5. Organizational Strategy

6. Action Planning,

Budgets

AFP Planning Approach


Timeline for Developing 2011 – 2013 Plan


Timeline for Developing 2011 – 2013 Plan


Strategic Planning Committee April 8, 2010 Retreat


Key Trends

• There is a worldwide appetite for understanding and participating in the role of philanthropy in society

• Collaborations, alliances and partnerships are key to expanding AFP’s presence

Rate of technological change is accelerating and will challenge AFP’s ability to stay ahead.


AFP Core Strengths

• Code of Ethics• Size and brand recognition• International growth• Educational offerings• Networks – influence, partnerships, alliances• Leadership commitment at all levels


AFP Key Accomplishments

• Growth in size and scope – international and chapters

• Technology enhancements• Governance changes• Advocacy/government relations• Weathering financial crisis while enhancing

member services• Inclusiveness/collaborations


Key Challenges

• The pressure for accountability

• The demand for effectiveness

• The need for infrastructure


What will AFP be known for in 2015?

• AFP is the global go to resource for anyone interested in fundraising

• AFP is the standard-bearer for ethical processes

• AFP provides the optimal member experience• AFP provides a community - actual/virtual/

global - for all


Strategic Context Statements

To fulfill our mission, AFP must recognize that in an increasingly global community, AFP and its members

are evolving from a focus on fundraising tools and techniques to a more comprehensive focus on

philanthropy*.



To fulfill our mission, AFP must expand its leadership role through broad-based collaboration, targeted strategic alliances and multi-sector partnerships

across all national and international spectrums. We must engage people from diverse backgrounds and

cultures, and position AFP to be a catalyst for change.



To fulfill our mission, AFP must be nimble and embrace rapidly changing technologies to serve and engage

members and expand our reach.


Chapter Presidents’ CouncilStrategic Planning Session

April 11, 2010


How can AFP (IHQ and Chapters) address the needs of fundraisers in

enhancing professional development?

IHQ

• Increased use of online training mixed with F2F

• Regional training• More collaboration like

Stanford/Boston College• Cutting edge webinars

planned well in advance• Strengthen marketing of

existing programs

Chapters• Take advantage of webinars• Budget for chapter

scholarships, speaker fees• Chapter meetings agendas

include links to AFP resources on website

• Develop affinity groups around topics, e.g., planned giving



increasing branding and marketing efforts?IHQ

• Elevate the status and recognition of profession

• More talking points about value of membership

• More marketing materials for chapters

• Media relations strategies that chapters can use

Chapters• Develop local media

relations plans• Better use of chapter

website for marketing• Develop and use chapter

database of event attendees (non-member)

• Establish/expand mentoring program



educating boards, CEOs on value of profession?IHQ

• Links, webinars, articles that can be forwarded to boards, CEOs

• Direct marketing by IHQ to CEO’s

• More visibility for AFP as widely quoted and noted authority

• Training programs for CEOs

Chapters• Invite members’ boards/

CEOs to chapter meetings• Hold CEO/Board briefings

on AFP value• Develop white paper

targeted to CEO’s• Thank you notes from

chapter president to member’s CEOs


AFP 2007 – 2010 Goal Areas• Knowledge – Developing Superlative Practitioners

• Strengthening the Profession – Educating External Audiences

• Advocacy and Public Policy – Shaping Public Policy

• Optimal Value – Enhancing the Member Experience

• Advancing Diversity – Establishing a Diverse Profession

• Outreach – Supporting the International Community


Knowledge: Developing Superlative Practitioners

Goal: AFP will develop more skilled, knowledgeable and ethical professionals

Outcome: AFP members are considered to be better fundraisers as a result of knowledge gained through AFP educational offerings

Key Metric: Member surveys measure satisfaction/ value of AFP educational offerings

AFP 2007 – 2010 Goals


Strengthening the Profession: Educating External Audiences

Goal: AFP will promote effective, ethical, accountable fundraising as both a recognized profession and as an essential component of philanthropy.

Outcome: The fundraising profession will be viewed by the public, governments, donors and the sector as a vital part of the philanthropic process.

Key Metric: Donor, community foundation surveys measure value of AFP members

AFP 2007 – 2010 Goals


Advocacy and Public Policy: Shaping Public Policy

Goal: AFP will advocate for public policy based on principles important to AFP and the fundraising profession.

Outcome: Legislation and regulations are enacted that arefavorable to AFP’s members, donors and the generalpublic. Key Metric: Passage of legislation, and enactment ofregulations that affect donors, the fundraising profession and the charitable sector.

AFP 2007 – 2010 Goals


Optimal Value: Enhancing the Member Experience Goal: AFP will deliver optimal value to members.

Outcome: Chapters and the international headquarterswill work together to deliver value for membership, with members consistently rating their overall experience withAFP as exceeding expectations.

Key Metric: Member retention rates, member satisfaction surveys and chapter leadership feedback and responses.

AFP 2007 – 2010 Goals


Advancing Diversity: Establishing a Diverse Profession

Goal: AFP will embrace and engage diverse individuals, groups and organizations within the fundraising profession.

Outcome: AFP will be viewed as a leader in engaging diverse organizations and as the member organization of choice for diverse fundraisers.

Key Metric: Set baselines and track progress for a number of metrics, including percentage of diverse members and number of chapters offering diversity programs.

AFP 2007 – 2010 Goals


Outreach: Supporting the International CommunityGoal: AFP will increase its influence and presence worldwide.

Outcome: AFP will be a leader in establishing the mosteffective environment for fundraising communitiesworldwide by ensuring that a wide range of services isaccessible to fundraisers worldwide. Key Metric: Evaluate its progress by examining andfollowing the number of members, chapters and strategicalliances it has outside the United States and Canada, aswell as participation at AFP-sponsored events outsideNorth America.

AFP 2007 – 2010 Goals


Discussion

• Member/chapter feedback ideas – what are the best ways to engage members/chapters?

• How to use the AFP IHQ plan to inform chapter planning (and vice versa) – how do we ensure we are all headed to the same destination?


AFP Strategic Planning 2011 – 2013 Chapter Leader Teleconference July 12, 2010

Documents

planning process

action planning

afp key accomplishmentsgrowth

afp ihq plan

key trendsthere

key challengesthe pressure

measurable outcomes

cfrerichard martin