Developing An Action Plan by cus77764

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									Developing An Action Plan

 Seungjun Kim and Mat Morgan
        National Youth Council
Welcome!

• Introductions

• Recap on Saturday’s Ideas

• Session Objectives
Session Objectives
• Understand the components of an Action
  Plan
• Develop ideas on filling gaps at your field
  unit
• Create an Action Plan to take back to your
  field unit to enhance your service delivery
General Framework: Action Plan

•   Activity – objectives / results
•   Timeframe
•   Person(s) Responsible
•   Budgeting – estimating costs
•   Marketing/Communications

                                                        Marketing
    Objective   Timeframe   Responsibility   Budget   Communications
Objectives / Results
• Mission-related

• SMART

• Direct vs. Indirect

                                                      Marketing
  Objective   Timeframe   Responsibility   Budget
                                                    Communications
SMART
•   Specific
•   Measurable
•   Acceptable
•   Realistic
•   Timeframe
                                                        Marketing
    Objective   Timeframe   Responsibility   Budget
                                                      Communications
Results: Direct vs. Indirect
• Direct – (quantitative)
  – training 300 youth at the NYI
• Indirect – (qualitative)
  – Facilitating networking experience,
    strengthening collaboration with youth
    advisors and youth volunteers

                                                       Marketing/
   Objective   Timeframe   Responsibility   Budget   Communications
Example: NYI 2008 - Objectives
•      Generate a customized learning experience
       for youth and young adult volunteers that
       present’s tracks for multiple skill levels.

•      Provide critical tools and resources that build
       capacity and strengthen youth involvement in
       key areas of service delivery

                                                        Marketing/
    Objective   Timeframe   Responsibility   Budget   Communications
Example: NYI 2008 – Results
•   II.1. promote key strategic initiatives available at national level on the five
    (5) lines of business
•   II.2. develop three different training tracks in accordance with the Red Cross
    level of experience
•   II.3. develop new soft skills sets and professional development
    opportunities fro young volunteers and their coordinators
•   III.1. provide youth and young adult volunteers with critical Red Cross
    specific information
•   III.2. Fostering the collaboration youth volunteers and coordinators and
    enable chapters teams to develop concrete action plans



                                                                   Marketing
     Objective          Timeframe    Responsibility   Budget
                                                                 Communications
                 Group Activity

Design objectives and identify the
projected results for your initiative
Time Frame
• Time frame
  – Set a realistic time frame
  – Benchmarks




                                                      Marketing/
  Objective   Timeframe   Responsibility   Budget   Communications
Example: NYI 2008
• Timeline: (Examples of key tasks)
’07 August – October  Evaluation NYI 2007, budgeting,
   finding the location for 2008
’07 November – ’08 January  Identify NYI theme,
   Develop workshop frameworks, form NYI committees
’08 February – April  Generate /disseminate marketing
   materials, workshop/presentations due, finalize schedule
   and develop program booklet
May  National Youth Institute!

                                                         Marketing/
   Objective     Timeframe   Responsibility   Budget   Communications
Responsibility
 – Project / tasks leads
 – Staff and leadership volunteers
     • Who are the key decision-makers?
 – What are their roles?
 – Delegation of tasks



                                                      Marketing/
 Objective    Timeframe   Responsibility   Budget   Communications
Example: NYI 2008
Key stakeholders                    Responsibility
                                         – National Youth Council
National Youth Council,                    Leads
St. Louis Chapter,                       – NHQ and St. Louis
Youth & Young Adults Programs              Chapter Staff
   & Services,                           – Committee Leads
American Red Cross Senior
   Leadership


                                                          Marketing/
   Objective      Timeframe   Responsibility   Budget   Communications
             Group Activity:

Design the time frame for your
                     initiative
Break
Questions?
Budgeting
• You have a great idea and a realistic
  action plan …but you need money to
  make it happen.
• Don’t give up. Get creative!
• Set aside time to go after the resources
  you need

                                                      Marketing/
  Objective   Timeframe   Responsibility   Budget   Communications
Budgeting
Preliminary steps:
• Decide on your project
• Develop a clear picture of what you will be doing and why it’s
  important (what is the impact )
• Brainstorm a list of everything you will need to carry out the project
• Figure out what you already have, what can be donated, and what
  you will need to pay for
• Plan enough time to solicit in-kind donations


                                                               Marketing/
   Objective         Timeframe   Responsibility   Budget     Communications
Budget Categories
• Room rental           • Equipment
• Materials or supplies • Staff wages
  – Printing or copying • Recognition items
• Transportation        • Entertainment
• Refreshments

                                                      Marketing/
  Objective   Timeframe   Responsibility   Budget   Communications
Budgeting
Planning your budget:
Research costs
   – Online
   – At stores
   – Ask friends and colleagues
• Estimate what you will spend
• Create a spreadsheet
• Update document during and after project is over



                                                           Marketing/
    Objective      Timeframe   Responsibility   Budget   Communications
Fundraising
• Prepare your rationale and budget
• Tell your story
   – Use media if possible (photos, videos) – Make the case!
   – Practice your story on friends and family
• Choose your fundraising methods
   –   Solicit individuals or businesses
   –   Hold an event
   –   Sell a product
   –   Apply for a grant

                                                             Marketing/
   Objective         Timeframe   Responsibility   Budget   Communications
Fundraising
Tips to increase your impact
• Ask someone to match the money you raise
• Beware of time consuming events
• Learn about other successful fundraisers and
  copy them
• Follow the solicitation cycle

                                                      Marketing/
  Objective   Timeframe   Responsibility   Budget   Communications
Fundraising: Solicitation Cycle
Fundraising: Solicitation Cycle

• Identify your prospective donors
• Do some research
  – What other causes do they give to?
  – Who are they friends with?
• Use your information to identify possible
  connections
                                                      Marketing/
  Objective   Timeframe   Responsibility   Budget   Communications
Fundraising: Solicitation Cycle

Develop strategies:
• Offer opportunities for prospective donors to become
  familiar with your cause via:
   – Correspondence (phone, e-mail, mail)
   – Events
• Ask current Red Cross donors for advice and/or
  connections


                                                        Marketing/
   Objective    Timeframe   Responsibility   Budget   Communications
Fundraising: Solicitation Cycle

• Ask for the gift
• Thank the donor(s)
• Recognize him or her publicly if
  appropriate
• Keep in touch: update the donor on your
  progress/results
                                                      Marketing/
  Objective   Timeframe   Responsibility   Budget   Communications
Fundraising: Getting Started
• Solicitation                           • Events
   –   Make a list of prospects      – Brainstorm ideas
   –   Prepare your pitch            – Create high visibility
   –   Make phone calls or set up meetings
   –   Always follow up




                                                          Marketing/
   Objective      Timeframe   Responsibility   Budget   Communications
Fundraising: Getting Started
• Products                            • Grants
  – Brainstorm ideas                        – Research community
  – Research costs                            agencies
                                               • Business association,
                                                 Kiwanis, etc.
                                            – Look online
                                               • www.ysa.org



                                                       Marketing/
  Objective    Timeframe   Responsibility   Budget   Communications
Fundraising: Resources
• Red Cross volunteers and employees
   – Board members
   – Development staff
   – Chapter CEO
   – Your fellow youth volunteers
• Friends with fundraising experience
• Internet
   – Youth Service America, Youth Venture, Do Something




                                                         Marketing/
  Objective      Timeframe   Responsibility   Budget   Communications
Example: NYI 2008
• Expenses                           • Revenue
  – Logistics                              – Grants : State Farm
  – Training & Conference                  – NYI Registration Fee
    Materials                                $75
  – Events




                                                      Marketing/
  Objective   Timeframe   Responsibility   Budget   Communications
                   Group Activity:

Design the budget for your initiative
Communicating, Marketing
and Branding Your Plan




                                                     Marketing/
 Objective   Timeframe   Responsibility   Budget   Communications
Communication Strategy
     At a Glance

  Know Your      ID Your Target   Customize your
 Stakeholders      Audiences        message




   Build a
                 Apply the Red
communications
                  Cross Brand
   strategy
Know Your Stakeholders
                         Community
                          members
             Youth                      Prep.
           coordinator                 director


                                                   Board
  Volunteers
                                                  members




                                                      Local
  You                    Action Plan
                                                    businesses
Identify Your Target
Audiences
                  Core Targets (Ex. middle
                  schoolers, youth
                  volunteers)

                  Sub-Targets (Ex.
                  Teachers, chapter
                  preparedness volunteers,
                  board members)
                  Future Targets (Ex.
                  elementary school
                  students, school district
                  administrators)
Customize Your Message
• Know your target
  groups’ wants and
  needs
• Use the right
  language
• Use what you
  have
Build a Communications
Strategy
Apply the Red Cross Brand
• Brand – tells people what an organization
  is and what benefits it delivers
  – The American Red Cross helps people
    prevent, prepare for and respond to
    emergencies (mission)
  – We help people perform extraordinary acts in
    emergency situations
                       Source: American Red Cross Brand Standards Guide
Apply the Red Cross Brand




• Use our logo consistently
• Refer to the Brand Standards Guide
                             Source: American Red Cross Brand Standards Guide
  – Go to
    http://www.redcross.org/email/logos/sig.asp to
    download the correct Red Cross logos
Summary
•   Know Your Stakeholders
•   ID Your Target Audiences
•   Customize your message
•   Build a communications strategy
•   Apply the Red Cross Brand

                                                        Marketing/
    Objective   Timeframe   Responsibility   Budget   Communications
Example: NYI 2008
• Building Visibility for NYI 2008
• Marketing strategy for NYI 2008
  – Online
  – Print
  – People


                                                     Marketing/
 Objective   Timeframe   Responsibility   Budget   Communications
                 Group Activity

Design the communication strategy
                for your initiative
Show us your Action Plan!
Questions?
• [Insert contact info here]

								
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