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Organizational Assessment

Rhoda Smolow, Chair Organization Department

Anita Levy, Revenue Share Project Manager

Lindy Ettin, Associate Director, Unit Services

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Overview:

• Background• Overall Performance of the Country• Q & A• Table Activity

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Organizational AssessmentBackground• First year of assessment was 2012• Beginning of new funding model of the country that

included • Revenue share• Nationalization of staff• Direct rent payments to landlords

• Purpose was to better support the R/BCs by:• Relieving the burden of administrative fundraising• Increasing donor funds sent to National• Improving our return on investment (ROI)• Identifying units in need of assistance/unit revitalization

• Results of Assessment• Unit Profiles• Structure for Action • Implementation Team Action Items

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Organizational AssessmentData Sources

• Pledge Maker Goal vs. Actual Report • Fundraising • Membership

• Finance EOY Budget vs. Actual Report• Leadership, Chapter, Fundraising

Health Status Report• Presidents Survey

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Organizational AssessmentPerformance of the Country: Breakdown of Expenses

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Organizational AssessmentPerformance of the Country: Sum Total Fundraising

2012 Total Fundraising: $31,705,3772013 Total Fundraising: $31,327,115*

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Organizational AssessmentPerformance of the Country: Local Cost to Raise $100

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Organizational AssessmentPerformance of the Country: Local Cost to Service an Adult MemberDonor

2012 Total Adult MemberDonors: 261,4602013 Total Adult MemberDonors: 260,430

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Organizational AssessmentPerformance of the Country: Fundraising per MemberDonor

2012 Total Adult MemberDonors: 261,4602013 Total Adult MemberDonors: 260,430

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Organizational AssessmentPerformance of the Country: Fundraising Health by Units

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Organizational AssessmentPerformance of the Country: Leadership Health by Units

THE TASK OF LEADERSHIP IS TO SHAPE REALITY, RATHER THAN SUBMIT TO IT.

– Steven Bayme, AJC National Director, Contemporary Jewish Life

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Organizational AssessmentPerformance of the Country: Chapter Health by Units

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Q & A

That was a lot of numbers and a lot of colors! What questions do you have?

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Table ActivityPreparing you for 2015 Annual Planning: Learning to use your personalized Unit Profile to identify strategies to have an impact on your units’ performance

Each table will receive a sample unit profile Review the data and see where your sample unit is

underperforming Identify strategies to improve the performance of

your sample unit Consider Resources Needed (time, money, volunteers, staff,

etc) What is the ROI? (SMART Goals)

Think about how you would incorporate that into the Annual Plan for the unit

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Example

This unit President want to focused on improving Major Gifts in her area. While her 2013 Major Gifts total increased over 2012, she knows that they have the potential to do even better. She has come up with the following strategies for her 2015 Annual Plan:

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Strategy to Improve MG Fundraising in 2015 Development Major Gifts Officer to work with

Unit President Set up training and ongoing mentoring of volunteer

leadership to solicit donations Identify targeted population

Organize events for potential donors Specific outcomes

Increase Major Gifts Fundraising by $x Engage x number of potential new major donors Hold x number of major giving events

ROI Evaluate each strategy as to effectiveness