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NRIVA Joint EC & Board Meeting Detroit, Jan 20-21, 2018
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introducing POWERPOINT 2010The Convention Playbook of tion Roadmap Initiation Planning Organization Budgeting Tool Kit NRIVA Days ... Goal of NRIVA Branding is to create and maintain

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Page 1: introducing POWERPOINT 2010The Convention Playbook of tion Roadmap Initiation Planning Organization Budgeting Tool Kit NRIVA Days ... Goal of NRIVA Branding is to create and maintain

NRIVAJoint EC & Board MeetingDetroit, Jan 20-21, 2018

Page 2: introducing POWERPOINT 2010The Convention Playbook of tion Roadmap Initiation Planning Organization Budgeting Tool Kit NRIVA Days ... Goal of NRIVA Branding is to create and maintain

Prayer

• Reflection:

– Follow the principles “Dharmam”, “Seelam” and “Ahimsa” for the betterment of our extended families and also towards the community!

Page 3: introducing POWERPOINT 2010The Convention Playbook of tion Roadmap Initiation Planning Organization Budgeting Tool Kit NRIVA Days ... Goal of NRIVA Branding is to create and maintain

Vision 20/20 Vision 2020

- Back to normal sight

- A culture of foundation

- Attitude of service

- Inclusive environment

- Respect core values

- Support innovation

- Transparency

- Chapter integration

- Year 2018-19 term planning

- Alignment with 2020 plans

- Strategic and operational projects

- Milestone based planning

- Balanced budget

- Accountability & driven by EC

- Executed by Committees

- Chapter involvement

Page 4: introducing POWERPOINT 2010The Convention Playbook of tion Roadmap Initiation Planning Organization Budgeting Tool Kit NRIVA Days ... Goal of NRIVA Branding is to create and maintain

… roadmap to next decade

increased participation, contribution and services

Outreach Services Diversity

Page 5: introducing POWERPOINT 2010The Convention Playbook of tion Roadmap Initiation Planning Organization Budgeting Tool Kit NRIVA Days ... Goal of NRIVA Branding is to create and maintain

Outreach

connect, converge and contribute

Page 6: introducing POWERPOINT 2010The Convention Playbook of tion Roadmap Initiation Planning Organization Budgeting Tool Kit NRIVA Days ... Goal of NRIVA Branding is to create and maintain

Focused Events…

Global

Convention

Cruise

Tour

Regional

Conference

• Global Connections• National Meets• International Guests

• Family Vacation• Site Seeing• Re-Unions

• Regional Network• Connections• Family Reunion

• National Events• Meet & Greet• Speed Dating

Matrimonial

Events

Chapter

Events

• Local Events• Relationships• Core Values• Service Events• Youth Groups• Women Groups• Senior Groups• Professionals

Connecting to Serve…

Page 7: introducing POWERPOINT 2010The Convention Playbook of tion Roadmap Initiation Planning Organization Budgeting Tool Kit NRIVA Days ... Goal of NRIVA Branding is to create and maintain

Strengthen the Chapters and Improve Communications

Chapters it all starts here

Chapter in every

Metro area

Unify the

chapters with-in

the State

Chapter in Major

Cities

State level

Representation

and International Chapter Development

Page 8: introducing POWERPOINT 2010The Convention Playbook of tion Roadmap Initiation Planning Organization Budgeting Tool Kit NRIVA Days ... Goal of NRIVA Branding is to create and maintain

Chapter GuidelinesStructure & OperationsEvents and ActivitiesMembership & CommunicationsNetworking OpportunitiesDiversity and InclusionIntegration with Vision 2020

Chapter Development

Page 9: introducing POWERPOINT 2010The Convention Playbook of tion Roadmap Initiation Planning Organization Budgeting Tool Kit NRIVA Days ... Goal of NRIVA Branding is to create and maintain

NRIVA BrandingBranding GuidelinesBranding ToolkitLogo, Flyers, BannersWebsite, BackdropPresentations, Emails,Audio Visuals, etc.,

Page 10: introducing POWERPOINT 2010The Convention Playbook of tion Roadmap Initiation Planning Organization Budgeting Tool Kit NRIVA Days ... Goal of NRIVA Branding is to create and maintain

Membership is the life of community and the strength of the chapter

Vasavi Extended Family – Member Growth

20,000

Subscription

Membership

3,000

Life

Membership

25%

International

20%

Youth

Page 11: introducing POWERPOINT 2010The Convention Playbook of tion Roadmap Initiation Planning Organization Budgeting Tool Kit NRIVA Days ... Goal of NRIVA Branding is to create and maintain

The Convention Playbook

The

Co

mp

lete

Bo

ok

of

NR

IVA

Co

nve

nti

on

Roadmap

Initiation

Planning

Organization

Budgeting

Tool Kit

NRIVA Days

Program Lineup

Tools & Templates

Days of the Event

Closing

Page 12: introducing POWERPOINT 2010The Convention Playbook of tion Roadmap Initiation Planning Organization Budgeting Tool Kit NRIVA Days ... Goal of NRIVA Branding is to create and maintain

Services

Dharmam ● Seelam ● Ahimsa

Page 13: introducing POWERPOINT 2010The Convention Playbook of tion Roadmap Initiation Planning Organization Budgeting Tool Kit NRIVA Days ... Goal of NRIVA Branding is to create and maintain

Vasav

i

Pujas

VasaviJayanthi

Core Values

SevaDays

Food Drive

Soup Kitchens

Coat Drives

Health Camps

It’s not just about the association, but strengthening our core values

and more….

Our Pooja & Seva’s ( Services)

Page 14: introducing POWERPOINT 2010The Convention Playbook of tion Roadmap Initiation Planning Organization Budgeting Tool Kit NRIVA Days ... Goal of NRIVA Branding is to create and maintain

Service Projects…

• Professional (Med, Engg, Business, Law)

• US and India• College Loans (US)• Higher Education Support

• GMR Special Project• $250,000 Matching Grant• Over 5 Years

Make a difference!

Page 15: introducing POWERPOINT 2010The Convention Playbook of tion Roadmap Initiation Planning Organization Budgeting Tool Kit NRIVA Days ... Goal of NRIVA Branding is to create and maintain

B u i l d i n g N R I V A L e g a c y …

• NRIVA Bhavan in India. • Multi-Room Choultry or Hostel

etc..• Build & Operate• Over next several years

• Build NRIVA Vasavi Matha Temple & Community Center in USA

• Over 10 years

USA India

Page 16: introducing POWERPOINT 2010The Convention Playbook of tion Roadmap Initiation Planning Organization Budgeting Tool Kit NRIVA Days ... Goal of NRIVA Branding is to create and maintain

Help Line Program

StudentsHelp

EmergencyServices

LegalAdvisorySessions

ImmigrationAdvisorySessions

Tax PlanningSessions

CareerAdvice

EstatePlanningSessions

FamilySupportServices

Page 17: introducing POWERPOINT 2010The Convention Playbook of tion Roadmap Initiation Planning Organization Budgeting Tool Kit NRIVA Days ... Goal of NRIVA Branding is to create and maintain

» Broadened “connect to serve”

» Membership and Chapter Portal

» Business Directory

» Service Activity Pages

» Fund Raising Tools

» Social Media Strategy

» Mobile Apps Presence

» Reporting Capabilities

Technology and Digital Strategy

Page 18: introducing POWERPOINT 2010The Convention Playbook of tion Roadmap Initiation Planning Organization Budgeting Tool Kit NRIVA Days ... Goal of NRIVA Branding is to create and maintain

Business Interest Groups

• IT Enterprise Group

• Business Plan Development

• Equity Investment Groups

• Real Estate Investment Group

• Franchise Development Group

Page 19: introducing POWERPOINT 2010The Convention Playbook of tion Roadmap Initiation Planning Organization Budgeting Tool Kit NRIVA Days ... Goal of NRIVA Branding is to create and maintain

Provide opportunities to mingle and get to know the potentials

Parents Meets, Youth Mixers, Speed Dating, Formal Banquets, Local and Regional Events

Matrimonial Web Portal

Matrimonial

Page 20: introducing POWERPOINT 2010The Convention Playbook of tion Roadmap Initiation Planning Organization Budgeting Tool Kit NRIVA Days ... Goal of NRIVA Branding is to create and maintain

Diversity

Diversity is strength

Page 21: introducing POWERPOINT 2010The Convention Playbook of tion Roadmap Initiation Planning Organization Budgeting Tool Kit NRIVA Days ... Goal of NRIVA Branding is to create and maintain

Increased Diversity

Inclusion & Engagement of member diversity(professional, home makers, business, youth, women, seniors etc.)

Page 22: introducing POWERPOINT 2010The Convention Playbook of tion Roadmap Initiation Planning Organization Budgeting Tool Kit NRIVA Days ... Goal of NRIVA Branding is to create and maintain

We can do a lot more with the women power.

Increased Diversity

Women’sDay

HealthAwareness

25% Women Membership

Page 23: introducing POWERPOINT 2010The Convention Playbook of tion Roadmap Initiation Planning Organization Budgeting Tool Kit NRIVA Days ... Goal of NRIVA Branding is to create and maintain

Increased Diversity

youth, the color and power of the

next decade and our future…

Bring them ON!

focused leadership

youth events youth groups

youth networking

education programs

meet & greet

20% Youth Membership

Page 24: introducing POWERPOINT 2010The Convention Playbook of tion Roadmap Initiation Planning Organization Budgeting Tool Kit NRIVA Days ... Goal of NRIVA Branding is to create and maintain

Students Programs

Mentor

Page 25: introducing POWERPOINT 2010The Convention Playbook of tion Roadmap Initiation Planning Organization Budgeting Tool Kit NRIVA Days ... Goal of NRIVA Branding is to create and maintain

?But wait…There’s More!

We are in this together!

Page 26: introducing POWERPOINT 2010The Convention Playbook of tion Roadmap Initiation Planning Organization Budgeting Tool Kit NRIVA Days ... Goal of NRIVA Branding is to create and maintain

H O W W E O P E R AT E

THE SECRET OF CHANGE IS TO FOCUS ALL OF OUR ENERGY, NOT ON FIGHTING THE OLD, BUT ON BUILDING THE NEW

Page 27: introducing POWERPOINT 2010The Convention Playbook of tion Roadmap Initiation Planning Organization Budgeting Tool Kit NRIVA Days ... Goal of NRIVA Branding is to create and maintain

Leadership Culture!

Page 28: introducing POWERPOINT 2010The Convention Playbook of tion Roadmap Initiation Planning Organization Budgeting Tool Kit NRIVA Days ... Goal of NRIVA Branding is to create and maintain

Standing Committees…

S.No Project/Program

1 Chapters Coordination Committee

2 Adopt-A-Student Committee

3 Technology (Web and Mobile Portals)

4 NRIVA Help line Committee5 Membership Committee

6 Seethamma Trust Project7 Social Media Committee

8 NRIVA Branding Committee9 GMR Project Committee

10 Education Committee

11Vasavi Community Center and Temple Project Committee

12 New Chapters Development Committee

13 Vasavi Services Committee14 Womens Committee

15 Business - IT Technology group

16 Business - Real Estate Group

17 Business - Equity Investment Group18 Matrimonial Committee19 Legal & Immigration20 Cultural Committee21 Vasavi Vani - Newsletter

22 Vasavi Jayanthi Celebrations Committee

23 Health and Fitness Service Committee

24 Finance & Fundraising Committee25 Spiritual Committee

26 Vision 2020 Admin and Public Relations

27 Matching grants Committee28 Conference Committee29 Youth Committee

Page 29: introducing POWERPOINT 2010The Convention Playbook of tion Roadmap Initiation Planning Organization Budgeting Tool Kit NRIVA Days ... Goal of NRIVA Branding is to create and maintain

VISION 2020 - ROLES & RESPONSIBILITIES

• Support Execution

• Collaborate

• Contribute

• Responsible

• Execution Accountability

• Delivery Accountability

• Leadership

• Budget

• Risk Mgmt.EC

LeadSC

Chair(s)

ChaptersSC

Members

EC(Delivery

Responsibility)

BOARD(Advisory)

Each EC Member will OWN and DRIVE one or more initiatives in the Vision 2020

Page 30: introducing POWERPOINT 2010The Convention Playbook of tion Roadmap Initiation Planning Organization Budgeting Tool Kit NRIVA Days ... Goal of NRIVA Branding is to create and maintain

President • Establish and Guide the Vision 2020 and roadmap

• Align the long term goals with the 2 year (term) vision and roadmap

• Ensure the continuity of vision and roadmap across the terms (2018-19 to 2020-21 etc.)

• Oversee the NRIVA Vision 2020 Program

• Drive the overall planning, execution, resources and provide support to the EC and SC.

EC Lead • Accountable for the Program/Projects Vision, Roadmap, Budget, Planning and Execution

• Build the Standing Committee, Coach and provide Budget, Resources and Leadership support to achieve the accountable programs/projects

• Owns one of more Vision 2020 programs/projects and collaborates with other EC Members

• Drive reviews with Standing Committee Chairs and extend necessary support

SC Chair • Works with the EC Lead in planning and Execution of the Vision 2020 Programs/Projects

• Create details supporting the Vision 2020 in terms of the activities, milestones and budgets

• Conducts weekly, monthly, quarterly conference calls/meetings with the SC and EC Leads

• Maintains the program documentation, plans and operational information

SC Member • Contribute for portion of the program/project, technical, functional, material, deliverables etc.,

• Actively participates and coordinates with the volunteers, as available

Chapters • Participates as per their availability for the portion of the program/projects that they sign-up

Everyone (Board, EC, Standing Committees, Volunteers) comes from Chapters

VISION 2020 - ROLES & RESPONSIBILITIES

Page 31: introducing POWERPOINT 2010The Convention Playbook of tion Roadmap Initiation Planning Organization Budgeting Tool Kit NRIVA Days ... Goal of NRIVA Branding is to create and maintain

PROGRAMS AND BALANCED BUDGET

Page 32: introducing POWERPOINT 2010The Convention Playbook of tion Roadmap Initiation Planning Organization Budgeting Tool Kit NRIVA Days ... Goal of NRIVA Branding is to create and maintain

STRATEGIC & OPERATIONAL PROGRAMS

ROADMAP OF ALL PROGRAMS WITH KEY MILESTONES, BUDGETS & FUND RAISING

Page 33: introducing POWERPOINT 2010The Convention Playbook of tion Roadmap Initiation Planning Organization Budgeting Tool Kit NRIVA Days ... Goal of NRIVA Branding is to create and maintain

FormCommittee

NRIVA Branding

Goal of NRIVA Branding is to create and maintain a unique, consistentway to execute NRIVA chartered activities with observed set ofguidelines, tool kit, banners, backdrops representingNRIVA Values and Principles “Connecting to Serve” and DHARMAM-SEELAM-AHIMSA

EC Lead: Ravi EllendulaSC Chair: Uday Kiran JonnalaBudget of $ TBD

Jan Feb Mar Apr May Jun Jul

DefineGoals & Scope

Shipments Recvd.

Key activities include forming the branding team, understanding the current chapter program executions on different NRIVA activities, working on designs, vendor selection, getting the quotes, finalizing the purchase and implement & training for all NRIVA chapters.

DesignOptions

Approved Designs Order Placed

Sourcing & Quotes

Implement

Branding Revisit & Refresh

May 2019 Refresh 1

Branding Revisit & Refresh

May 2020 Refresh 2

Material Orders and Making

Page 34: introducing POWERPOINT 2010The Convention Playbook of tion Roadmap Initiation Planning Organization Budgeting Tool Kit NRIVA Days ... Goal of NRIVA Branding is to create and maintain

Vasavi Atmarpana Day /Service Campaign

Vasavi Services

Encourage and involve each chapter to celebrate Vasavi AtmarpanaDay to spread Vasavi Matha message and serve the communitieswhere we live thru Seva Days. Develop campaign framework that canbe adaptable to each chapter irrespective of its size and capabilities.

EC Lead: Ramesh BapanapalliSC Chair: Srinivas ChittimallaBudget of $ TBD

Key activities include perform Vasavi Atmarpanana days, design and execution of a campaign to deliver service day in local chapters (e.g soup kitchen, food bank, community shelter, food/cloth drive, etc.)

Report Out

Jan-Mar Apr-June Jul-Sep Oct-Dec

Service Campaign

Publish Reports

Publish Reports

Report Out

Page 35: introducing POWERPOINT 2010The Convention Playbook of tion Roadmap Initiation Planning Organization Budgeting Tool Kit NRIVA Days ... Goal of NRIVA Branding is to create and maintain

Fund Committees

NRIVA GMR VF Fund

Objective is to develop a sustainable funding vehicle to help theneedy citizens, by providing financial support. This is secured incollaboration with the GMR VF Fund matching grants, which is setupto help the underprivileged Indians in the field of Education, Health,and other services.

EC Lead: Satish Solleti

The goal of this project is to setup the collaboration and secure funds over 5 year period.

Budget: TBD

Jan-Mar Apr-June Jul-Sep Oct-Dec

Setup MOU

80G Certification

Governance / Guidelines

Fund Raising 2018

1st Disbursement

Key Activities include setting up MOU between NRIVA and GMR VF, 80G certification, develop fundraising strategy, establish governance and initiate the application processing and funds disbursements.

• Around 5K might be required for seeking 80G certification• Hire an accountant/clerk in India to manage the accounts/transactions - $2K per year

Funding Approach / Source of Funds

Solicitation

Ready to Operate

100K Target

Processing

Finalize Plans for 2019-22

Page 36: introducing POWERPOINT 2010The Convention Playbook of tion Roadmap Initiation Planning Organization Budgeting Tool Kit NRIVA Days ... Goal of NRIVA Branding is to create and maintain

National and International Campaigning

Adopt a Student

Adopt A student program is designed to help the unprivilegedstudents in continue to pursue professional education(medicine, engineering, Law, MCA) advancing through degree,intermediate, high school and elementary education.

EC Lead: Bala Labishetty

A minimum 100 students adopted by the program over 2018-19-20 of which at least 30 arein Professional Education (Medicine, Eng., Law and Business Mgmt.), and 25% are in USA

Budget of TBD

Jan-Mar Apr-June Jul-Sep Oct-Dec

Planning Budget Sponsors Verify Progress

Approval

Campaign

Award

Key Activities include campaign development, budget, building student and sponsordatabase, firm up the selection process, establish milestone dates, review and distributeawards, monitor on-going progress and provide updates to sponsors.

25K 75K 50KBudget >>>

• Activities and Milestones over the 2018-19-20 period• Budget Requirement Milestones and Fund Raising Milestones, if applicable

SC Chair: Prashant Veerabomma

Page 37: introducing POWERPOINT 2010The Convention Playbook of tion Roadmap Initiation Planning Organization Budgeting Tool Kit NRIVA Days ... Goal of NRIVA Branding is to create and maintain

Membership Committee

Outreach development to increase the life memberships to 3000families, subscription membership to 20,000 emails, increase diversityby bringing women memberships up by 25% and youth membershipsby 20%.

EC Lead: Krishna Mohan GopuSC Chair: Ramki ChowdavarapuBudget of TBD

Key activities include communication channel streamlining, data validation and consolidation, data collection streamlining, membership benefits identification and proposition, member self-service portal & members only arena and publication of members directory.

Jan-Mar Apr-June Jul-Sep Oct-Dec

Portal Production LaunchMember Benefits

Member Portal Reqs.

Campaigns

Subscription Process

Legal / By-Laws

Life Member Data Validation

Member Info Updates

Marketing Campaign

Consolidate/Validate

Member Directory / Portal

Incentive Campaign

Updated Member Directory

Year End Tax Receipts

Membership Drive Membership Drive Membership Drive Tax Receipts

Page 38: introducing POWERPOINT 2010The Convention Playbook of tion Roadmap Initiation Planning Organization Budgeting Tool Kit NRIVA Days ... Goal of NRIVA Branding is to create and maintain

NRIVA Bhavan

Objective Construct a Choultry/Community Center. This facility willserve the NRIVA community members and also can be used for otherservice activities in India. EC Lead: LN Rao Chilakala

SC Chair: TBDBudget: TBD

Key activities include MOU between NRIVA and Sitamma Trust, Outline Amenities offered, Quote from Builders, Develop Donor Packages, Fund Raising, Construction, Facility Maintenance

Jan-Mar Apr-June Jul-Sep Oct-Dec

Initial Planning.

Develop Donor Package & Fundraising

MOU Quote From Builders And Finalize

Construction

Page 39: introducing POWERPOINT 2010The Convention Playbook of tion Roadmap Initiation Planning Organization Budgeting Tool Kit NRIVA Days ... Goal of NRIVA Branding is to create and maintain

Build Team & Plan Activities

Social Media

Streamline WhatsApp groups, create standard guidelines, access toonly life members, constant monitoring mechanism and create localchapter WhatsApp groups guidelines. EC Lead: Ravi Ellendula

SC Chair: TBDBudget of $ TBD

Key activities include developing WhatsApp Group Chat Etiquette Guide an standardized WhatsApp groups

Jan-Mar Apr-June Jul-Sep Oct-Dec

WhatsApp Etiquette Guide

Global WhatsApp & Develop Budget

Report Out

Implementation

Page 40: introducing POWERPOINT 2010The Convention Playbook of tion Roadmap Initiation Planning Organization Budgeting Tool Kit NRIVA Days ... Goal of NRIVA Branding is to create and maintain

Build Team & Plan Activities

BIG – Business Interest Group

Jan-Mar Apr-June Jul-Sep Oct-Dec

BIG Guidelines

Develop Budget

Report Out

Implementation

Basically three main areas - Platform, Investment and Knowledge.Provide a platform and an opportunity to all NRIVA business interestgroup members to enhance their knowledge, wealth andentrepreneurial spirit in whichever job or business they are in.

EC Lead: Dinkar KarumuriSC Chair: Sam Tallam

Key activities include developing technology platform, identify investment pools based on interests, provide knowledge resources to all the members of business community and help build funds for NRIVA

Page 41: introducing POWERPOINT 2010The Convention Playbook of tion Roadmap Initiation Planning Organization Budgeting Tool Kit NRIVA Days ... Goal of NRIVA Branding is to create and maintain

Build Team & Plan Activities

Public Relations/Media

Work as per the Set guidelines for Public Relations and Media conceptand coverage for NRIVA Activities.

EC Lead: TBDSC Chair: TBDBudget of $ TBD

Key activities include developing public relations and media coverage for NRIVA acitvities as per the set guidelines by EC and Board

Jan-Mar Apr-June Jul-Sep Oct-Dec

PR and Media Guide

Global WhatsApp & Develop Budget

Report Out

Implementation

Page 42: introducing POWERPOINT 2010The Convention Playbook of tion Roadmap Initiation Planning Organization Budgeting Tool Kit NRIVA Days ... Goal of NRIVA Branding is to create and maintain

2019 Convention Planning

Conference Committee

Study, Plan and Coordinate the Biennial, Regional, and MiniConventions. Compile and Store all the convention related materialand source documents etc. at a central location.

EC Lead: Vijay PallerlaSC Chair: Vasu GampaBudget of $ TBD

Key activities include Biennial convention presentation, Regional Convention Plan, Lessons learned document, Convention related documents

Jan-Jun Jul-Dec Jan-Jun Jul-Dec

Biennial Convention Presentation Regional Convention

2018 2019

Mini/Cruise Convention

2019 Convention

Page 43: introducing POWERPOINT 2010The Convention Playbook of tion Roadmap Initiation Planning Organization Budgeting Tool Kit NRIVA Days ... Goal of NRIVA Branding is to create and maintain

Joint Meeting High Lights

• NRIVA Firsts!– Oath taking Ceremony for Board,

EC, Standing Committees, Chapter leads

– Standing Committees, and Chapter Leads, Volunteers invited

– Visit to Convention center on second day

– Vision established– 750 members signed up for Cruise

to Alaska– Strategy for NRIVA Women and

youth programs– Strategy for NRIVA Branding– Strategy for Regional Conferences

• Others:– Increase life memberships and

speed up process for GMR grants

• Feasibility study to build legacy for NRIVA thru long term vision – Build NRIVA temple and

community center/retreat in India and USA

• Continue our flagship programs– Vasavi Seva Days– Vasavi Jayanthi Celebrations– Matrimonial– Helpline and other activities– Technology strategy

Page 44: introducing POWERPOINT 2010The Convention Playbook of tion Roadmap Initiation Planning Organization Budgeting Tool Kit NRIVA Days ... Goal of NRIVA Branding is to create and maintain