Aug 21, 2015
THIS MORNING: from 9:00am to 12:00 pm
Teaming up for Success
– Working together to get things done
– Building a team, keeping it going
– Team structure to increase success
– VISION Draft Review, Niche Markets
– Set up your Action Teams
THIS AFTERNOON: from 1:00 to 4:00 pm
Fundraising for your Tourism Project(s)
• Fundraising key principles & strategies
• Specific sources of funding for tourism
• Draft fundraising action plan for your Team
INTRODUCTIONS
• Name
• Organization
• Why you are here today
• What is your Favorite way to
raise money ….
Complete A …to Z
(10 minutes)
Using objects you have ON
YOU (backpack, purses OK)
at your table.
First group to finish shout!
A small number of people with
complementary skills who are
committed to a common
purpose, performance goals,
and approach for which they are
mutually accountable.
“A mutually beneficial and well structured
group of individuals with a common purpose
working to attain results they are more likely to achieve together, than alone.”
A TEAM is the dynamic expression of a collaborative effort
Collaboration
Partnership
Cooperation
Coordination
Networking
HIGHEST LOWEST
What are some benefits and challenges we
encounter when working in a collaboration?
Why collaborate ….. And when?
8 Myths About Marriage
1. Marriage is always good.
2. We should all get married ….
3. Marriage saves money.
4. The parties in a Marriage shall have equal power.
5. The main reason to Marry is because we get to keep the
gifts.
6. Married people shall have written agreements.
7. In a Marriage a written agreement is a guarantee against
any/all problems.
8. If you try hard enough, you can make any Marriage
work….
LOCAL SUCCESSES (Activity)
1. List the Top 3 successful Local Collaborations in
your community and what made them successful.
2. Report back to the group.
List of Collaborations
1.
2.
3.
Reasons for their success
1.
2.
3.
Collaboration Barriers
Time Turf
Trust
Trusses
Transition
• Ideology: often leaves little room for the flexibility
needed
• Leadership: if no one has enough power to bring or
keep the group together …. It may fail.
• Power: we must equally value different powers
• History: historical disagreements make things hard
• Tokenism: funders require teamwork, thus we get
together …..
1. 2 columns listing examples of Challenges in your
community and Better Ways to handle such challenges.
2. Report top 3 back to large group.
CHALLENGES
1.
2.
3.
BETTER WAYS
1.
2.
3.
1.The scope of the collaborative project is clearly
defined.
2. Each partner knows how the collaboration will
advance the interests of his/her organization or
business.
.
3. Role and responsibilities have been defined;
mechanisms for communication and joint
accountability are in place.
4. The relationship works: there is structure, trust
and respect among the key players to support the
level of risk and interdependence involved in the
project.
• Competing building consensus
• Working alone to including others
• Focusing on short to demanding long-
term results
The bigger picture drives the
Collaborative TEAM’s actions. Team
members exists to serve the bigger
picture.
Decision making is a deliberate (mental) processes
leading to the selection of one course of action
(opinion) chosen among several alternatives.
Unilateral
Democratic
Consensus
A Decision-Making Protocol is a key element of
group collaboration
Always agree how to decide … before you start!
If you could bring with you just one
thing, what would it be?
What if you could get 2, 3, 4 ….
things?
Prioritize your list of 14 objects
First [ 3 min.] on your own read Individual
Instructions
Then [7 min] Group Instructions with your
group
• What helped make a decision?
• What got in the way?
• Was there much conflict?
• Did you reach consensus? If not?
• Could you apply something from today to
those groups in the future?
• What would you do differently?
1. Shaving mirror
2. Two-gallon can of oil-gas mixture
3. Five-gallon can of water
4. One case of U.S. Army MREs
5. Twenty square feet of opaque plastic
6. Two boxes of chocolate bars
7. Fishing kit
8. Fifteen feet of nylon rope
9. …..
• Review – what we have done, seeing, and
learned so far.
• Select – the most practical / beneficial /
doable direction toward which we feel should
move.
• Act – divide in ACTION TEAMS to identify
the next steps necessary to accomplish short and
long term goals.
• Draft Community Vision Statement (15 years)
– GROUP WORK: Input from Niche Markets (Nature Base, Cycling, Agri-tourism, Cultural Tourism)
– Changes, additions
• Community Vision Statement finalized
During the first week together we have come up –
as a group with some GOALS and potential
STRATEGIES and Actions. Let’s review:
Act – divide in ACTION TEAMS to identify the
roles & next steps necessary to accomplish short
and long term goals.
Team A. – Trails [Chair/Convener - Steve Keable (?); Vice
Chair/Support – George Letchworth ]
Team B. – Bike Tourism Action Team [Chair /
Convener – George Letchworth; Vice Chair/Support - …………………]
Team C. – Agritourism/Local Food Systems [Chair
/ Convener – Carol Tannenbaum; Vice Chair/Support – Carol Ach (?) ]
Team D. – Community & Business connectivity -
Telling Story of the Valley [Chair/Convener – ......... (not
identified); b. Others that would be great additions to the committee -
Jonnie Helfrich, Laurie Dennison]
Team A. – Trails
Team B. – Cycling Tourism
Team C. – Agritourism / Local Food Systems
Team D. – Signature Events
[Steering Committee: Action Teams Support,
Community & Business connectivity, Telling Story of
the Valley]
First Project Selected should be:
• practical
• beneficial
• doable
• almost shovel ready
• able to generate community “buy in”
• consider connectivity
• …….
Select – the most practical / beneficial / doable
Tourism Project(s) which the group feel
McKenzie River Valley should tackle.[15 minutes]
TEAM Name: _____________________________
Project/Strategy ___________________________
TEAM Members: _____________________________
Roles: _______________________________________
Next Steps:
A._____________________________________
B.____________________________________
C._______________________________________
Next Meeting: _____________________________
Fundraising is the gentle art of teaching the joy of
giving.
We should never forget that no Fundraising effort
ever succeeds unless one person asks another person
for money.
• What are we seeking
• Where to look
• How to extract (tools, time, efforts)
• …. After we find it …. How do we take
it to market
Fundraising make us a sort of
“Financial prospectors”
“Whether is called development, advancement,
attracting philanthropic resources, cultivating
voluntary support, or friend raising, the key to
fundraising success is relationship building”
S. Nudd -1991
INGREDIENTS:
RIGHT Cause (perceived need)
RIGHT People (staff and volunteers)
RIGHT Structure
RIGHT Amount (research)
PREPARATION:
RIGHT Way (how)
RIGHT Time (when)
RIGHT Presentation (Marketing)
If you want money, you have to ask for it.
Donors are not ATMs; Thank before ( and after)
you bank.
Most money comes from people and most of
those people are not rich.
Donors have the right to say No.
[FROM Kim Klein]
Corporations
Foundations
Bequests
Individuals
Individuals $229.03 74.8%
Foundations $38.52 12.6%
Bequests $23.15 7.6%
Corporations $15.69 5.1%
Source: Giving USA Foundation / Giving USA 2008
Source: Giving USA Foundation / Giving USA 2010
Environment and animals
$6.96 2.3%
Foundations $27.73 9.1%
Human services $29.64 9.7%
International affairs $13.22 4.3%
Arts, culture, and
humanities $13.67 4.5%
Public-society benefit $22.65 7.4%
Unallocated giving $23.67 7.7%
Health $23.15 7.6%
Religion $102.32 33.4%
Education $43.32 14.1%
Source: Giving USA Foundation / Giving USA 2008
• Timing
• Mission
• Priorities
• Passion
Find the “giving” criteria and ….
You’ve found the key!
Carwash = $$ now
Corporate Donation = $$ 1 - 6 months
Grants = 1 - 12 months
Government Proposal = $$ 1 - 3 years
Others will invest in
communities that invest in
themselves.
Tie in with other
initiatives…not many
grants for “tourism.”
“ Tourism product is any place (or project) in a
community where a cash register rings because a
visitor from out-of-town has brought in money ” Gail Trussel Univ. of Missouri
• Tourism Development is a form of Economic
Development
• Economic developers often refer to themselves as
product developers
• Tourism development and tourism promotion
are the same things for promotion is an element of
marketing.
• Tourism developers are marketers
• Entrepreneurs (and not corporate executives) are
more likely to be involved in tourism-related
product development
• Entrepreneurs are also more likely to be
unfamiliar with the nuances of the economic
development process
• Often first-time entrepreneurs and those
opening new markets are high-risk prospects.
To support these new high-risks Tourism
Development our Communities must
provide an effective structure to connect
and encourage the first initial steps and to
assist and foster them in the medium long
term.
This is the ultimate goal of RTS …
• Travel Oregon Oregon Tourism Commission Yearly Matching grant Program
• Oregon State Parks & Recreation
• Oregon Department of Fish & Wildlife
• Conservation Strategy Implementation Grants
• Oregon Department of Transportation Scenic Byways
• U.S. Federal Grants information
• What about your County?
• Cycle Oregon (administered by OCF)
• Bikes Belong Coalition
• International Mountain Bicycling Association /USAC
• Oregon Pedestrian and Bicycle Grant Program
• OR Bike Manufacturers …..??
• TFFF – The Ford Family Foundation
• DMV ??
• ……
• Oregon Department of Agriculture
• Natural Resources Conservation Service (NRCS) - Conservation Innovation Grants (CIG)
• USDA – Community Development Resources - Value-Added Producer Grant (VAPG)
• USDA Rural Development
• John Deere Foundation The John Deere Foundation has doubled
its annual giving over the past three years and anticipates awarding grants and gifts totaling $12 million
• More …..
• Oregon Cultural Trust
• Oregon Arts Commission
• Travel Oregon Oregon Tourism Commission Yearly Matching grant Program
• Tourism Cares – Worldwide Grant Program
• Oregon Community Foundation
• More…
In Your Teams
STEPS:
1) Choose project (if more than one)
2) Brainstorm Assets
3) Create Expense Budget
4) Create Income Budget and Income Strategies
5) Create action plan for each strategy.
In your Action Team:
• Define your top priority project (s) ( if you have
more than one)
• Brainstorm and list your project/team assets using
Worksheet 1
Unique strengths your Team has to raise money:
• physical assets (a building in a great location)
• skills (a volunteer who is a great cook, grant
writing experience )
• relationships (a board member who seems to
know absolutely everyone in town)
• a compelling mission (teaching disadvantaged
youth to train guide-dogs for the blind)
•Others?
Using Worksheet 1 (5 min):
1. Brainstorm your Project/Team Assets
2. Choose 5 most valuable Assets
3. Share with the whole group
On a Flip Chart, brainstorm all the costs associated
with your project [use Worksheet 2 (bottom half)
to create an expense budget]:
• Construction?
• Marketing?
• Printing?
• Raw Materials?
• Permits?
Use Worksheet 2 (bottom half) to
create an expense budget
Income Cash In-Kind Total Grants $5,000 $5,000 Sponsors $1,100 $1,100 Fundraising $2,000 $2,000 In-Kind Labor $3,500 $3,500 Total Income $7,000 $4,600 $11,600
Expenses Cash In-Kind Total Tree Planting $1,500 $1,200 $2,700 Fencing $2,500 $2,800 $5,300 Brick Wall $3,000 $600 $3,600 Total Expenses $7,000 $4,600 $11,600
On a flip chart:
1. Brainstorm a list of fundraising strategies /
income sources • Hint: look back at your assets!!!
• Don’t forget about TO Matching Grant!
• In-Kind and Cash
2. Rank Strategies: Screen and prioritize top 5
strategies. Determine which strategies best match
budget your project needs.
3. Use Worksheet 3.
Use Worksheet 2 (Top Half) to Create
Income Budget
Does your income match your expenses?
Income Cash In-Kind Total Grants $5,000 $5,000 Sponsors $1,100 $1,100 Fundraising $2,000 $2,000 In-Kind Labor $3,500 $3,500 Total Income $7,000 $4,600 $11,600
Expenses Cash In-Kind Total Tree Planting $1,500 $1,200 $2,700 Fencing $2,500 $2,800 $5,300 Brick Wall $3,000 $600 $3,600 Total Expenses $7,000 $4,600 $11,600
1. Use Worksheet 4 to develop a plan for action for each Fundraising strategy your Action Team has idnetified (additional copies available).
2.
$10,000 available of a Matching Grant offered by
Travel Oregon to your community to develop 1-3
Tourism Project(s).
Donors don't give to institutions. They invest in
ideas and people in whom they believe.
- G.T. Smith
In good times and bad, we know that people give
because you meet needs, not because you have
needs.
- Kay Grace
Dr. Maurizio Valerio
Regional Program Coordinator
Rural Development Initiatives
541-519-3902
...builds leadership networks and rural communities
Thank you and Good Luck!
1. Events: current, historic or cultural
2. Locations: man-made and natural environments
3. Properties: sites and facilities
4. Materials: guides, books, maps (fulfillment
pieces and promotional give-away)
5. Operations: controlled functions and activities
that attract and/or accommodate people
Tourism Steering
committee
Experience Creators
Development Plan
Marketing
• Experience Creators
– Itinerary Development
– Frontline Staff training
– Signage
– Product Dev.
• Tourism Development Plan
– List of “shovel ready” projects
– ……
• Marketing
– Digital Media
– ……..
1) Improve Connectivity & Relationships among
local Businesses & Stakeholder Actions: Personal Visits
to Tours, Quick Reference Sheet, Regular Meetings, Increase Volunteers
2) Communities have identified their unique
Themes and they are linked up & down the
MRV Actions: Identify and Connect Hubs, Measure
Distances using MP markers, etc.
3) Recreation amenities are robust and
infrastructure supports them Actions: Develop a
transportation system, Expand guide/company vehicle use to
other activities, create events to get folks here, land purchase for
parking areas