Thursday, May 30, 2013
Wednesday, May 29, 2013
Why you need to understand indirect costs
By Henry Flood, from {Centered}: April 2013 (Vol. 6, No. 4) - Indirect Costs
The true cost of grant-funded programs
Some applicants for grants assume that grant money will pay for everything they need to operate a program, but experienced grant managers know better. The true cost of grant-funded programs includes anything and everything necessary to keep the organization itself up and running. When an expense is essential to the running of the organization but the benefit is shared among all of the programs or functions of the organization, it is defined as an indirect cost. Tracking and recovering these costs are among the biggest challenges any grant administrator will face.
Because indirect costs inevitably benefit - or impact - all grant-funded programs, they should never be ignored. Pretending they don't matter, or assuming they will somehow magically be paid for, can jeopardize an organization's fiscal health. Calculating the full cost of a program is a prerequisite to determining its relative importance within the organization as a whole, to preparing accurate budget forecasts and financial statements, to setting fees for program services, and - perhaps most importantly for grant administrators - to requesting reimbursement from grantmakers.
Direct vs. indirect costs
A direct cost is a cost that can be identified with a particular cost objective, grant, contract, program, or activity. Examples of direct costs include program or project staff salaries and fringe benefits, consultant costs, materials, supplies, and travel.
An indirect cost represents the general expenses an organization incurs in doing business. These costs are not readily identified with a specific grant, contract, project, function, or activity, but are necessary for the general operation of the organization and the activities it performs. Such costs benefit all programs or activities across an organization.
Examples of indirect costs include salaries and fringe charged to the administration of the organization, organizational (not program) audit services, accounting services, liability insurance, internet technology (IT) services, and space utilization benefiting several activities.
The keys to managing indirect costs
Every nonprofit corporation or governmental entity is a public enterprise that must add up its debits and credits and account for costs. Although they are not governed by the bottom line in the same way commercial enterprises are, nonprofits in particular must remain solvent through retained earnings.
How then does an organization manage its cost of doing business? By having a sound indirect cost policy and a business management system that is able to estimate, track, and ultimately recover its indirect costs. How to establish such policies and systems is the subject of The Grantsmanship Center's forthcoming publication, "What You Need to Know About Indirect Costs."
Grants do something for you, but they can also do something to you. They fund programs and benefit your clients. But they can also come with conditions and cost burdens that will affect your organization's cost of doing business. These include the added administrative responsibilities of tracking where and how funds are spent, particularly if you receive funds from multiple sources.
So while grants may feel like gifts when you receive them, they are not. A key question every grantseeking organization must ask is this: What will it cost to accept grant funding from one or several sources?
The true cost of grant-funded programs
Some applicants for grants assume that grant money will pay for everything they need to operate a program, but experienced grant managers know better. The true cost of grant-funded programs includes anything and everything necessary to keep the organization itself up and running. When an expense is essential to the running of the organization but the benefit is shared among all of the programs or functions of the organization, it is defined as an indirect cost. Tracking and recovering these costs are among the biggest challenges any grant administrator will face.
Because indirect costs inevitably benefit - or impact - all grant-funded programs, they should never be ignored. Pretending they don't matter, or assuming they will somehow magically be paid for, can jeopardize an organization's fiscal health. Calculating the full cost of a program is a prerequisite to determining its relative importance within the organization as a whole, to preparing accurate budget forecasts and financial statements, to setting fees for program services, and - perhaps most importantly for grant administrators - to requesting reimbursement from grantmakers.
Direct vs. indirect costs
A direct cost is a cost that can be identified with a particular cost objective, grant, contract, program, or activity. Examples of direct costs include program or project staff salaries and fringe benefits, consultant costs, materials, supplies, and travel.
An indirect cost represents the general expenses an organization incurs in doing business. These costs are not readily identified with a specific grant, contract, project, function, or activity, but are necessary for the general operation of the organization and the activities it performs. Such costs benefit all programs or activities across an organization.
Examples of indirect costs include salaries and fringe charged to the administration of the organization, organizational (not program) audit services, accounting services, liability insurance, internet technology (IT) services, and space utilization benefiting several activities.
The keys to managing indirect costs
Every nonprofit corporation or governmental entity is a public enterprise that must add up its debits and credits and account for costs. Although they are not governed by the bottom line in the same way commercial enterprises are, nonprofits in particular must remain solvent through retained earnings.
How then does an organization manage its cost of doing business? By having a sound indirect cost policy and a business management system that is able to estimate, track, and ultimately recover its indirect costs. How to establish such policies and systems is the subject of The Grantsmanship Center's forthcoming publication, "What You Need to Know About Indirect Costs."
Henry Flood is The Grantsmanship Center's Senior Advisor for Grants Management. He has had more than 35 years of experience in grant acquisition and management, consulting, and teaching, and he has secured more than $30 million in grant funding for cities, towns, nonprofit corporations, and Native American tribes. This article is excerpted from the forthcoming publication, "What You Need to Know About Indirect Costs," part of our Grants Management Series. If you'd like to be notified when it's available to purchase, just emailroger@tgci.com using the subject head "Notify Me When Indirect Costs Article Is Available" (no text necessary).
Tuesday, May 28, 2013
Monday, May 27, 2013
Now Read This....: The Financial Info Your Board Can't Live Without -...
Now Read This....: The Financial Info Your Board Can't Live Without -...: Part One of series of videos from a seminar delivered at The Nonprofit Partnership by myself with Cheri Hutchinson Freeh , past President o...
Sunday, May 26, 2013
Economic Impact of the Arts - Well done Phoenix!
A well done shout out to the City of Phoenix for producing a YouTube clip all about the importance of the arts in their downtown and community!
Wednesday, May 22, 2013
The Search for a Living, Breathing Strategic Plan
Introduction
Many
organizations have strategic plans, but do they have good ones? Will the plan be used to and referred to
regularly or will it sit on a shelf? As
Arts Administrators, we need to be able to identify strong and weak concepts
plus evaluative components within existing strategic plans to enable us to use
that knowledge when strategically planning in our own organizations. “Many so-called strategic plans are little
more than statements of goals and objectives.
Knowing where you want to go is only half the challenge; you must also
decide how to get there.” (Burns)
The
following is the review of three non-profit arts organizations of various
genres and budget sizes. “One size does
not fit all. Every organization is
unique in its history and culture, and, it is to be hoped, in its mission. Every plan should reflect that uniqueness;
there is no standard model appropriate for every organization.” (Taylor) With that said, good and bad planning is
possible at all budget sizes therefore in analysis section of this paper a
discussion will occur on how techniques from each organizations’ strategic
plans could be combined to create templates for strong, future planning that
would produce a living, breathing strategic plan.
Review
Standards
In
order for a strategic plan to be successful, the plan needs to be a living,
breathing document. To me this concepts
means there are certain criteria that must be present:
- Is the
organization employing qualitative and quantitative measures to gage
success?
- Are the
goals realistic?
- Is the
success of a variety of areas / departments being measured?
- Are
specific people assigned / made accountable through implementation?
If the above subjects are well defined
and evaluated within a strategic plan, with the additional of regular review,
an organization should be successful in building and flourishing.
Organizations
and Reviews
This section
includes a brief description of the three organizations being analyzed and a
review of each individual plan according to the standards outlined above.
Chemung County Historical Society (CCHS)
The
Chemung County Historical Society is a non-profit organization located in
Elmira, NY whose purpose is to celebrate the history of Chemung County. Their organizational budget is $500,000. The mission statement affirms: “The Chemung
County Historical Society seeks to deepen our audiences understanding of the
past and the role of history in our futures. To achieve this the Society uses
diverse and evolving collections to engage audiences through interactive and
dynamic exhibits and educational programs, community outreach and partnerships,
publications and research services. We believe these efforts will provide a
better appreciation of our community and our place in state and national
history.” (http://www.chemungvalleymuseum.org/index.asp?pageId=261)
CCHS
Strategic Plan
The
CCHS Strategic Plan focuses on six main goals each with detailed multiple
strategies. These goals focus on the
areas of (1) Finances, (2) Public Programming, (3) Facilities, (4) Public
Awareness, (5) Collections, and (6) Organizational Development to be addressed
between 2006 and 2010. For each goal
multiple strategies are stated and with the strategies various action steps,
timelines, responsibilities, and sometimes the funding sources are
denoted. While each of these items is
important to have a living, breathing plan the flaw in CCHS’s plan is in the
consistency and detail of these functions.
The
plan outlines a large variety of areas / departments to be developed and while
there are many qualitative descriptors used throughout CCHS’s plan, no measures
are ever identified in any of the strategic action steps. Since general descriptions are only given of
the outcomes they seek to achieve it is hard to gage if the goals are
realistic. As the goals are so general
it is hard to understand what the organization would describe as success. It is also interesting that only some
strategies have funding sources identified.
The next issue
is the consistency of how the timelines are described. Some have very specific due dates while
others state ongoing and still others state done. As this plan is already in progress it causes
wonder as to why all dates prior to 2009 do not have a “DONE” noted by
them. There are responsibilities for
each action step specified but the date question calls into question if these
parties are actually being reviewed and held accountable. At the time the plan was shared their
Executive Director had commented that she was in the process of updating the
plan for accreditation purposes. It
would be best if updating and review was an organizational process instead of
an individual process to ensure continued growth and implementation. The final section, a chart helping to label
priorities, seems to be incomplete.
Overall the
CCHS’s Strategic Plan shows good concepts but poor strategies to track
implementation, success rates, and accountability.
Thunder Bay Symphony Orchestra (TBSO)
The
Thunder Bay Symphony Orchestra is the only professional non-profit orchestra
between Toronto and Winnipeg, Canada.
The organizational budget is $1.4 million. The TBSO’s mission statement is listed
neither on their website nor in their strategic plan outline. As Gregory Kandel in the article Keeping the Plan and the Planning Alive,
“Successful planning begins at mission level and then is re-tested periodically
against mission.” Therefore there is
curiosity over what the organization’s mission statement actually is.
TBSO
Strategic Plan
The
TBSO Strategic Plan Outline identifies five main goals with multiple objectives
for each. These goals focus on (1) being
valued and reaching a wider audience; (2) presenting concerts of high artistic
standards; (3) financial stability; (4) developing and strengthening community
engagement partnerships; and (5) board, staff, and volunteer optimization. The plan was developed to focus on the
2008-2009, 2009-2010, and 2010-2011 concert seasons. The 2010-2011 season will mark TBSO’s 50th
anniversary. TBSO presents their plan in
a chart that for each goal identifies multiple objectives, actions, lists the
responsible individual or individuals, states when the action will take place,
and identifies success indicators for each objective.
The
success factors indicate both qualitative and quantitative measurements. Most success indicators show yearly
incremental increases between three and five percent which seems very
realistic. Where stakeholders are sited,
in most cases TBSO has identified additional involvement of one or two parties
a year. In one case 100% response is
sited; gauging how realistic this could be is hard without additional
background knowledge.
The
goals being addressed are varied and within the objectives multiple departments
are cited. While at first glance it is
hard to see this in the outline, diversity is present and may be clearer in
another section of the plan. The
timelines for these goals are general as related to years in which they will be
accomplished but are specific in citing years where research or planning will
occur as compared to when implementation will happen. Therefore the progression of strategic
planning can be seen across the span of the three years the plan has been
written for. The responsibilities for
the goals and timing are very clear with multiple individuals or groups
involved with most objectives.
Overall,
the TBSO Strategic Plan Outline helps to give the reader a very clear idea of
where TBSO is going and how they will be getting there. While the success indicators are very clear
how the organization as a whole is evaluating the progression of plan is not
identified in the outline. Hopefully how
implementation is being tracked is discussed in another section; otherwise
accountability needs to be more clearly evaluated.
Rockwell Museum of Western Art (RMWA)
The
Rockwell Museum of Western Art is a non-profit organization functioning as a
Private Foundation supported by Corning, Inc.
The RMWA contains the largest collection of Western Art on the east side
of the Mississippi River. The organizational
budget is $2.2 million. The mission
statement states: “To preserve, interpret and enhance the museum collections,
emphasizing American Western and Native American art and culture. To
foster a deeper understanding of these cultures and aesthetic traditions
through dynamic exhibitions and educational activities that attract interest
from a broader public.” (http://www.rockwellmuseum.org/Mission-and-Vision.html)
RMWA
Strategic Plan
The
full RWMA Strategic Plan is over 500 pages long. The organization was not interested in
sharing the full plan and instead provided an overview of their four strategic
goals and a summary statement of the proceeding plan. The strategic plan for the years 2008-2010
focus on four strategic goals: (1) capitalize on the collection, (2) expand
interpretive offerings, (3) grow and diversify funding, and (4) enhance
business operations. The overview of the
four goals (provided in two formats) varies in detailed format of the stated
goals. Goals I and II each have a
statement of intent followed by one strategy statement and then supporting
objectives, Goal III has a statement of intent and then three supporting
strategy statements each with listed objectives. Then Goal IV contains one strategy statement then
five very detailed objectives each with a specific timeline. The plan refers to their measurable
indicators as “Key Business Drivers”.
The
overview of the current plan does have quantitative and qualitative measures
but there are very few. The only
quantitative measures stated are specific attendance goals and then the
qualitative statements of increasing customer satisfaction and financial
growth. In all areas the plan leaves the
reader looking for more detailed information.
It would like to be thought that in 500 pages of text these would be
described more but it is curious that they aren’t qualified in the overview
better. As the goals are fairly general
it also makes one question if they are actually realistic.
There
seem to be a variety of areas / departments that can be assumed while reading
the overview but they are not clearly stated or identified. Accountability is also not clearly identified
in the overview. Also while the plan is
stated to be for 2008-2010, some of the objectives in Goal IV have dates in
2007. While reading the summary of the
past areas of focused in the review section, from personal involvement with the
organization, I know that many of these items have never been accomplished. For example a development employee has never
been employed by the RMWA. Therefore
with lack of clear descriptions and personal knowledge it is hard to believe
accountability is being followed through in the full 500 page version of the
plan. In the summary of past
achievements, it was nice to see that successes that were not in the strategic
plan but happened organically were noticed and created new thinking for future
planning.
In
general, after reading the overview there is concern for the full version
containing the detail needed to be effective if the summarization is highly
lacking the needed elements to create a living, breathing strategic plan.
Analysis
of the Strategic Plans
In
some ways these three plans were very similar and in others very different. For the sake of identifying qualities of a
living, breathing plan, this analysis will highlight the strong concepts from
each of the plans that if combined would be positive elements to apply in the
creation of an organization’s own strategic plan.
Unlike
the other plans, the Rockwell Museum of Western Art started their plan with
their mission statement. Focusing first
on a mission statement helps and organization to keep their reason for being at
the front of their minds, and it aids in planning to build a stronger future
around that mission. All three
organizations had a variety of goals but the goals of the Chemung Valley
History Museum were written in a way that helped to give various areas /
departments the most ownership of the plan and helping to hold each
accountable. The layout of the Thunder Bay
Symphony Orchestra’s strategic plan made it most clear who was accountable for
completing which sections of the plan.
TBSO’s strategic plan was also most precise in identifying when the
objectives of each goal should take place and included a clear timeline for
planning, researching, and implementing new strategies and concepts.
In
the area of successful indicators the TBSO was the only organization to employ
specific qualitative and quantitative measures for all objectives and action
steps. In this area of planning they
really shined. Through reading a clear
picture of progress over a three year time frame was obvious and
pragmatic. The reader could easily see
realistic levels of success being gradually increased each year. As Burns says “Strategic planning is the
process an organization uses to determine its goals and ultimately to measure
its successes.”
The
CCHS was the only organization to discuss how aspects of their plan would be
funded. While this may not be needed in
every strategic plan the use of this aspect did show forward thinking when new
projects were initiated and start-up funding would be needed. While the other two organizations were mostly
building on their existing projects or starting slow implementations of new
projects that would be incorporated, if an organization is to be starting a
large scale project from scratch it is important to acknowledge and
strategically plan for where the funding would be coming from in advance.
While
all of the organization may be open to flexibility and expanding upon
opportunities when they occur, the RMWA was the only organization to include a
review section discussing things that were not planned for but were successes
during their last cycle of planning. It
is nice to see that sometimes things that will help us the most can be found
while working on other plans and it is important and be flexible and take
advantage of these opportunities when they present themselves. Just like in life, we cannot always plan for
everything.
Conclusions
While
none of the plans analyzed were perfect examples of living, breathing plans
there was much to be learned from them, their comparisons, and contrasts. By combining the strong techniques of each a
template could be seen to help guide arts administrators in creating successful
plans of our own.
Bibliography
Burns, Mike. (1994). Off the
shelf: how to ensure that your strategic plan becomes a valued tool. National
Endowment for the Arts, Retrieved from http://arts.endow.gov/resources/lessons/BURNS.HTML.
Chemung County
History Museum.
(n.d.). Retrieved from http://www.chemungvalleymuseum.org/index.asp?pageId=261.
Kandel, Gregory. (n.d.). Keeping
the plan and planning alive. National Endowment for the Arts, Retrieved
from http://arts.endow.gov/resources/lessons/KANDEL2.HTML.
Rockwell Museum
of Western Art.
(n.d.). Retrieved from http://www.rockwellmuseum.org/Mission-and-Vision.html.
Taylor, Ed. (n.d.). Trick or
treat (or why plan?). National Endowment for the Arts, Retrieved from http://arts.endow.gov/resources/lessons/TAYLOR.HTML.
Thunder Bay
Symphony Orchestra.
(n.d.). Retrieved from http://www.tbso.ca/sustain/index.htm.
Tuesday, May 21, 2013
Now Read This....: Why do older Boards have such difficult time with ...
Now Read This....: Why do older Boards have such difficult time with ...: Late night phone call from one Executive Director I'm coaching. At 28, she falls squarely into that 'Millennial' demographic an...
Now Read This....: The Damage When Everyone Is Just 'Doing Their Job'...
Now Read This....: The Damage When Everyone Is Just 'Doing Their Job'...: Every now and then one is confronted with something so absurd that it makes one want to run off and sit in the meadow for a mass dandelio...
Sunday, May 19, 2013
Researching Foundations to Help Organize Your Development Needs
Organizations should help themselves to organize. Whether you have a development department, one person, or just development needs doing a write up on the foundations you will be applying to or even might consider at some point will be helpful to your organization. By keeping a record of who a foundation is, your contact person, their priorities, what is and what is not eligible for funding, the process to apply, and even items as simple as the website for the foundation you will save a significant amount of time when you are ready to write the grant proposal. Below is an example of a foundation overview sheet.
Contact Information:
Contact Information:
The Community
Foundation of Elmira-Corning and the Finger Lakes
307B East Water Street
Elmira, NY 14901
Sara E. Palmer, Program Officer (receives initial proposals)
Telephone: (607) 734-6412
Fax: (607) 734-7335
Email: sep@communityfund.org
Website: http://www.communityfund.org
Brief History:
A tax-exempt public organization, The Community
Foundation of Elmira-Corning and the Finger Lakes, Inc. enables people with
philanthropic interests to easily and effectively support the issues they care
about in their community, either immediately or through their estates. With the social and economic health of the
Chemung Valley and surrounding Finger Lakes Region as their focus, they
maintain an in-depth, holistic knowledge of their community and where the most
urgent needs lie. They address these
needs through grants and technical assistance to non-profit organizations, as
well as through scholarships to individuals.
One of only 700 community foundations in the US, the
Community Foundation of Elmira-Corning and the Finger Lakes, Inc. was
established in 1993 through the merger of the Chemung County Community Foundation
(est. 1977) and the Corning Community Foundation (est. 1972). The organization is governed by a volunteer
board of directors.
During the 2007-2008 Grant Cycles the largest gift
was for $150,000 to the YWCA of Elmira and the Twin Tiers. The smallest gift was to Reading to Roos for
$100. Most gifts were for between $3,000
and $8,000 and 117 requests (excluding scholarships) were granted. Individual scholarships ranged from $200 to
$18,550.
Funding
Priorities:
Eligible
The Community Foundation is a public charity that
encourages funding requests from non-profit organizations in the Twin Tiers whose
programs:
·
Offer
creative responses to the community’s most pressing needs and concerns
·
Are
preventative and farsighted rather than remedial
·
Maximize
the impact of relatively modest grants
·
Increase
access and opportunities for people from low-income or underserved segments of
the community
·
Involve
cooperation or collaboration among program providers
Applicants must be
registered 501(c)(3) organizations located in and serving the citizens of
Chemung and/or Southeastern Steuben counties, New York.
Proposals from
faith-based organizations will only be considered if: (1) service benefits all,
regardless of religion; (2) service provided is not religious in nature; and
(3) there is no proselytizing associated with the service.
Not Eligible
Organizations may not
submit more than one application
for funding at a time.
The Community
Foundation generally does not make grants from unrestricted funds for the
following:
•
Annual
campaigns, special event fundraisers or sponsorships
•
Religious
purposes
•
Political
or partisan purposes
•
Activities
taking place before grant decisions are made
•
Trips
for schools or clubs
•
Deficit
funding or debt retirement
•
Individuals
(except through scholarships for education)
Process and
Timeline:
The Foundation
accepts applications twice per year. Organizations submitting a proposal for $5,000
or more in funding must submit a letter explaining the program to be funded and
the amount requested – a letter of intent – four weeks before the application
deadline. An electronic letter of intent form is available on their website; www.communityfund.org.
Letters and
applications must be postmarked by the following dates to be considered:
Letter of Intent
Deadlines Application
Deadlines Notification
March 2, 2009 April 1, 2009 mid-June 2009
August 3, 2009 September 1, 2009 mid-November 2009
All applications must
include the following sections. They appreciate clarity and brevity in your
responses.
1. Data Intake
Sheet
•
Available
on their website
•
Completed
in blue or black ink or type; scanning
or reproducing
2. Project
/Program Description
Using no more than 4
single-sided pages, describe the funding need.
The following items
must be addressed:
•
A
description of the activity or service and how it relates to the organization’s
mission. For technology support, describe how the technology will improve
program delivery for your organization.
•
The
process and timeframe for developing the project/program or purchasing the
equipment.
•
A
list of the key staff, board members, consultants, and service providers
involved in the project. Briefly describe their roles.
•
Identify
external support from the community. Include any in-kind support related to
this application.
•
If
applicable, identify target audiences and special populations to be served.
•
A
description of how the project/program will be announced to the community.
•
Evidence
that the program/project or technology purchase will be evaluated and
measurable outcomes will be set.
3. Project Budget
•
Must
be completed in their format, provided on website
•
Completed
in blue or black ink or type; scanning or reproducing
4. Support
Materials
•
Names
of current board of directors and their occupations
•
If
filed, latest copy of the organization’s IRS 990 form
•
3
References – please include name, title, relationship to the organization, and
contact information
•
Detailed
copy of the latest annual operating budget
•
Resumes
of key project personnel and contractors
•
Other
support materials, such as brochures, VHS tapes, etc.
Wednesday, May 15, 2013
Example of a Request for Proposals
When a nonprofit wants to recieve bids from a consulting firm it is typical to send out Request for Proposals (RFP's) to several consulting groups. Below is an example of an RFP requesting help in creating a strategic plan.
Reason
for Planning
As the LMNOP Philharmonic approaches our 100th Anniversary season during our 2013-2014 season, our board of directors recognizes the need to have a strategic plan to carry us through that historical landmark. The LMNOP Philharmonic has lacked a strategic plan during recent memory as we recovered from significant financial difficulties and strived to maintain our day-to-day services. A measure of financial stability has returned and the organization feels it needs to become stronger through growth and vision rather then cutbacks. In 2007 we hired an artistic leader who can help us grow and prosper in conductor John Musical. Maestro Musical has signed a contract to be with the LMNOP Philharmonic through at least our 100th anniversary season.
o Step 3: Identify and Understand Stakeholders, Develop and RefineMission
and
Values, and Consider Developing a Vision Statement
o Step 4: Asses the Environment to Identify Strengths, Weaknesses, Opportunities, and
Challenges
o Step 5: Identify and Frame Strategic Issues
o Step 6: Formulate Strategies to Manage the Issues
o Step 7: Review and Adopt the Strategic Plan
o Step 8: Establish an Effective Organizational Vision for the Future
o Step 9: Develop an Effective Implementation Process
o Step 10: Reassess Strategies and the Business Planning Process
· Please provide an approximate outlined cost of services.
· Please provide three client references for organizations you have consulted with in the past.
123 Sesame Street
Our Town ,
XY 12345
Joe@LMNOP.org
Proposal deadline: October 29, 2010.
RE: Request for Proposals and Application
FROM: LMNOP
Philharmonic
|
Background
on the LMNOP Philharmonic
The
LMNOP Philharmonic is one of the oldest orchestras in the country and is
nationally recognized as one of the top orchestras of similar budget size. Each year the Philharmonic presents five
symphonic concerts and five pops concerts in the historic Grand
Theatre in downtown Our Town, XY. Programs also promote a strong regional
presence, with annual concerts taking place in Middletown, Beach Front,
and Plainsville, XY.
The LMNOP Philharmonic also provides community outreach services, such as
a free concert on the beautiful Erie
bayfront at the end of each summer, and a series of free ensemble performances
held during the lunch hour throughout the summer.
Organizationally,
the Philharmonic has always demonstrated a strong commitment to educational
activities. The first youth concert on
record took place on December 13, 1945.
Sixty plus years later, the program has grown to include two sell-out youth
concerts, reaching a total of 4,400 school-age children. The Junior Philharmonic is also an active
part of the local community. In addition to weekly rehearsals that take place
from October through May of each year, Junior Philharmonic musicians present
multiple concerts - two stand alone concerts, two ensemble concerts, a tour to
regional schools, and a performance with the LMNPO Philharmonic for a selection
during a regular season performance.
A
volunteer chorus is maintained to provide vocal accompaniment for two concerts
each season. A roster of 75 paid
musicians, six full time employees, and three part-time employees is maintained
to present these services to the community.
As the LMNOP Philharmonic approaches our 100th Anniversary season during our 2013-2014 season, our board of directors recognizes the need to have a strategic plan to carry us through that historical landmark. The LMNOP Philharmonic has lacked a strategic plan during recent memory as we recovered from significant financial difficulties and strived to maintain our day-to-day services. A measure of financial stability has returned and the organization feels it needs to become stronger through growth and vision rather then cutbacks. In 2007 we hired an artistic leader who can help us grow and prosper in conductor John Musical. Maestro Musical has signed a contract to be with the LMNOP Philharmonic through at least our 100th anniversary season.
More
recently a new executive director was hired in August 2010 so the time is ripe
to engage our constituencies in charting a new vision and path for the LMNOP
Philharmonic. Also strongly related to
the need for a strategic plan and vision statement is the LMNOP Phil’s desire to
have an Endowment Campaign around our 100th Anniversary. A strategic plan and vision for the future
will help formulate a case for support for the Endowment Campaign and identify
specific growth projects that will be in need of funding.
Type
and Key Elements of Planning Process Desired
The LMNOP Philharmonic is
interested in an experienced consultant who will lead us through the following
10 Steps or similar steps:
o
Step 1: Initiate and
Agree on a Strategic Planning Process
o
Step 2: Clarify Organizational Mandateso Step 3: Identify and Understand Stakeholders, Develop and Refine
Values, and Consider Developing a Vision Statement
o Step 4: Asses the Environment to Identify Strengths, Weaknesses, Opportunities, and
Challenges
o Step 5: Identify and Frame Strategic Issues
o Step 6: Formulate Strategies to Manage the Issues
o Step 7: Review and Adopt the Strategic Plan
o Step 8: Establish an Effective Organizational Vision for the Future
o Step 9: Develop an Effective Implementation Process
o Step 10: Reassess Strategies and the Business Planning Process
The LMNOP Philharmonic realizes
that we are seeking a professional consultant because we are in need of guidance;
therefore, we are open-minded to a proposal that shows variations on what we
believe is needed and justifies those variations strongly.
Description
of Resulting Plan
The LMNOP Philharmonic is
interested a four year strategic and organizational development plan covering
July 1, 2011 – June 30, 2015. This would
carry us through our 100th anniversary plus one year.
Timeline
The LMNOP Philharmonic is interested in having the
planning process and initial interviews commence January 2011 with full constituency
participation in March/April 2011 and completion of plan by May 9, 2011 for
adoption by the Board of Directors at the May 19 Directors meeting and
presentation to stakeholders at the June 28, 2011 annual meeting.
Application
Procedures
·
Please provide a brief proposal outline
addressing the 10 Steps the LMNOP Philharmonic feels are needed in this process
(or your variation on them) and how your company would facilitate this process.· Please provide an approximate outlined cost of services.
· Please provide three client references for organizations you have consulted with in the past.
Please
submit your proposal to:
Joe SmithJoe@LMNOP.org
Proposal deadline: October 29, 2010.
Subscribe to:
Posts (Atom)