National Society of Hispanic MBAs

Oregon - Southern WashingtonNSHMBA Chapter in Formation

Steering Committee

January 27, 20121

Mission, Vision, Goals and Values

Oregon Southern Washington Strategic Framework

2

Goals of Oregon CIF

VISION: “To be the premier organization for Hispanic business professionals”MISSION: • Increase the number of Hispanics graduating from MBA schools through scholarships, awareness

programs and mentorship• Enhance Career management opportunities for Hispanic MBAs from school to leadership positions,

through job placement and world class professional development• To be the partner of choice for organizations seeking to hire and develop Hispanic talent• Recruit and retain as life-long members a majority of Hispanic MBAs

Goal 1: Obtain the CIF Status from NSHMBA

Done in 2010

Goal 2: Obtain the full status as an official NSHMBA Chapter

Ready 2011

Goal 3: Become a successful chapter in

the region Top 3 tier 3 chapters

by 2014

NSHMBA Overarching Vision and Mission

Shared ValuesOregon Southern Washington Value Statement

Our Chapter Officers, members, and employees are critical to our long-term success. We know that, driven by the imagination and enthusiasm of each group, NSHMBA’s potential is unlimited. We treat all with respect and trust, and lead through competence, creativity and teamwork.

Prerequisites to obtain the full-chapter status3.1 Governance Training

a) The Chapter In Formation leadership group (local Officers) must participate in a seminar reviewing the NSHMBA By-laws, policies, directives and other practices of the association.

b) The CIF shall take the initiative to coordinate this seminar and have it accomplished within 3 months after being granted CIF status. The CIF shall schedule the seminar on a date to guarantee 100% local leadership attendance. 25 members required, 60% of them professionals with MBAs or studying MBAs

c) The Association Office shall support the CIF on the date of the seminar by providing travel and material arrangements for the Regional Chair and Chapter Specialist to conduct the seminar.

3.2 Membership and Leadership.

d) On the date that the CIF petitions for Chapter status, the CIF shall have a minimum of 75 total members. The target demographic shall be at least 60% regular members of the non-student status.

e) On the date that the CIF petitions for Chapter status, the CIF shall have a minimum of 7 officers. The requirements for CIF Officers shall be the same as those listed in National Policy 5.2 Chapter Board roles and responsibilities.

3.3 Seminars and Events

f) The CIF shall demonstrate that it held on average one event per quarter. g) The seminars or events shall be in keeping with the purpose and policies of the NSHMBA. Such topics shall be as

follows, but not limited to, industry overviews, career development opportunities, success stories, etc. h) Events that are predominantly networking in nature do not apply to this requirement and such plans shall be

reviewed by the association office prior to execution.

3.4 Fundraising and Sponsorshipsi) The CIF shall raise at least $2,500 in net proceeds via fundraising. j) The CIF is encouraged to hold at least one fundraising event to raise the necessary fundraising requirement and this

event shall not count toward the requirement listed in 3.3. k) The CIF shall obtain at least five corporate sponsors with contribution commitments and three university sponsors.

Additional letters of support are welcomed and encouraged. l) The CIF is encouraged to hold at least one customer event to raise the appropriate interest and support from

corporations and universities.

4

All prerequisites completed

Oregon Southern Washington Chapter in Formation RequirementsTo Obtain Full Chapter Status

Need (desired state)

• 75+ Members• At least 7 officers• At least 4 Professional

Development Events or equivalent events

• 2 Corporate Sponsors and 3 University Sponsors

• $5000 in revenue• At least $2,500 in net

proceeds via fundraising

Have (Current State January 2012)

• 85 members• 8 Officers +• 6 Professional

Development Event• 5 Corporations signed

letters of support, but haven’t committed to sponsorship yet

• 3 Universities signed letters of support

• Over $13,000 in revenue• $ 5,000 in net proceeds

via fundraising• Over 200 members in

social media web sites• # 1 CIF chapter and # 10

Nationwide per NSHMBA matrix

Page 5

National Society of Hispanic MBAs

Oregon Southern Washington CIF Progression

2010 Chapter Accomplishments

• 25 Members• 50% Professionals• 5 Steering

Committee Members

• 3 Corporate Letters of Support

• 3 Academic Letters of Supports

• $ 5000.00 (Nike first sponsorship)

2012 Goal:

• 110 Members

• At least 60% Professionals

• 9 BOD Officers

• 5Academic letters

• 3 Corporate sponsorship commitments

• 6 Events

• $18,000 in revenues

2011 Chapter Accomplishments

• 8 Steering Committee Members

•3 Student Liaisons‘

• 85Current Members

• 132 Facebook Friends

• 48 LinkedIn Contacts

• 5 Corporate letters of support

• 4 Academic letters

• 6 Events

• $ 13,000 in revenues (Nike, Intel, Kaiser, Willamette U, etc)

• #1 CIF and #10 Nationwide per NSHMBA measurable

6October 23, 2010

National Society of Hispanic MBAs

Chapter Mission Statement

To increase participation and foster leadership of Hispanics in areas’ graduate education programs and businesses by:

Leveraging our education partners

Utilizing strong corporate presence

Harnessing Latino population growth

7

Our Vision for Success :

• NSHMBA Oregon Southern Washington is dedicated to increasing Hispanic leadership in the Pacific Northwest through graduate education, professional development, recruiting, and networking. Our programs and events are geared towards graduate education professionals, entrepreneurs, MBA/MS/PhD students, and those considering graduate education in general.

• Additionally, we plan to increase our offering to the community providing opportunities to role model for high school and college undergraduate students, our members and friends, have significant opportunities to give back to the community and share expertise, experience and create excitement.

Mission Targets: 1 year plan

MISSION: Increase Hispanic MBAsOpportunity through

placement and development Partner of choice of

organizationsRecruit and maintain members

1) Fundraising Serve and grow local membership. By reaching out t current, pre and past passive members

Increase local service profile for our members in career placement, professional development

Maintain strong partnership with local powerhouse corporations such as Intel, Nike, Kaiser and increase our UPP list

Strong Team leadership through diverse professional and biographical backgroundsStrike healthy professional to student ratio Focus on succession planning

2) Professional Development Programs

Recruit BS/BA graduates in our membership to pursuit MBA programs with our college pipeline partners and programs

Resume review sessions. Have at least three corporate executives as keynote speakers

Leadership Panels

3) Branding

Find, engage and involve corporate Hispanic groupsSelect at least 3 key events for chapter info sessions

Enhance and promote annual conference and career expo

Facilitate corporate partnership with NSHMBA

Develop strong social media content usage and monthly newsletter communications

4) The Executive Network

Offer Executive Membership as part of the corporate sponsorship packages

Recruit executive corporate membership to support Oregon chapter development

Opportunity for Oregon members to foster mentorship from Oregon executive network

Offer Executive membership to Deans, Presidents, or other high level officials at UPP and Academic Sponsor Schools

5) Strengthen Chapters

Demonstrate ROI of NSHMBA to professionals to retain and attract members

 Increase corporate sponsorship for local Oregon companies for 2012

 Build the pipeline of talent for continued growth and success of the chapter

Recruit student liaison(s) for each school with an MBA program in WA state less than 50% BOD churn

6) Diversify Revenue Streams

To be regarded by local corporations and organizations as the premiere resource for reaching the Hispanic talent in the Northwest

Plan for 3 corporate sponsors 1 gold, 1 silver, 1 bronze. 18K

 Continue to drive revenues through Corporate Chapter Sponsorships

 Increase support to corporate sponsors to foster NSHMBA targeted programs

7) Membership

Increase membership to 115 members and 2 BOD members

 Board Team Development Events Disseminate Webinar Information Employ Insights Discovery Profile tool

 Survey our membership to understand our customers

 Offer opportunities to attend Nationally sponsored regional leadership programs

8) University Development

 Link all MBA programs in our region to our NSHMBA UPP program

 Partner with University programs to foster NSHMBA value add to local MBA programs

 Increase the number and quality of NSHMBA scholarship applications from the Northwest

Promote networking & job recruiting events through the universities and student liaison

Strategic Initiatives: 3 year target

Initiatives

Fundraising

Professional

Development

Programs

Branding

The Executiv

e Network

Strengthen Chapters

Diversify

Revenue

Streams

Membership

University Develop

ment

Objective

s

 Speak individually to all corporate sponsors and potential sponsors to understand their specific needs (i.e. events or otherwise) and how they would like to measure the success of the relationship.

Enhance career management opportunities for Hispanic MBAs from school to leadership positions, through job placement and world class professional development

 To provide our members, sponsors, and partners, with relevant and timely information regarding the NSHMBA Seattle Chapter and our calendar of events. To increase awareness and brand equity of the NSHMBA Seattle Chapter

 Target Non-Sponsor companies with free executive memberships to increase the Executive Network and begin forming relationships with the Chapter

 Every Board Member will clearly understand and be able to articulate the benefits of NSHMBA membership to potential new members.Each VP will actively connect with potential volunteers to fill out our committees and establish a pipeline of future board leaders

 Expand beyond corporate chapter sponsorships to obtain additional sources of revenue

 Monthly membership updateCommunications with relevance and high satisfaction among membership Each VP will actively connect with potential volunteers to fill out our committees and establish a pipeline of future board leaders

 To be the premiere resource for universities with graduate management programs in the Northwest to recruit and empower diverse MBA students

Mission Targets: 3 year plan

MISSION: Increase Hispanic MBAsOpportunity through

placement and development

Partner of choice of organizations

Recruit and maintain members

1) Fundraising

 Provide local NSHMBA career center membership options to corporate sponsors

 Create opportunity for career recruitment and leadership development events for MBA graduates

 To be regarded by local corporations and organizations as the premiere resource for reaching the Hispanic talent in the Northwest

 Set up regular face to face meetings with sponsors to keep them up-to-date on the chapter

2) Professional Development

Programs

 Tailor our development programs around Corporation and University partner’s needs. Prepare workforce for their future MBA opps

 Pulse membership to develop a programs tailored to cal regional needs i.e. CPA certification , PMP, etc.

 Reputable and professional BOD that partner with Oregon sponsors

Grow and retain membership continuity and meet NSHMBA yearly goals and standards

3) Branding

 Network with all key regional Hispanic organizations. Partner with their events

 Foster and maintain relationships with partner organizations (NAAAP, ALPFA, etc.)

 Refine our corporate sponsorship package to ensure that the chapter can meet the commitments to our corporate sponsors

 Local chapter becoming advisor and professional organization that provides valuable service to Oregon community

4) The Executive Network

 Maintain and sustain in a yearly basis value add by NSHMBA Oregon chapter to executive members

 Create opportunities for local executive NSHMBA members to national’s flagship programs

 Become a recognized chapter for Oregon executives to continue professional development

 Add newsletter section for executive members with relevant articles and content

5) Strengthen Chapters

 Provide member orientation courses

 Run local webinars and social media sites for educational programs

 Facilitate National corporate sponsorship for career expo.

 Meet BOD and membership retention goals and standards.

6) Diversify Revenue Streams

 Utilize IT and marketing strategies to generate revenue for the chapter

 Target all regional business landscape for sponsorship commitment developed customized marketing tools

 Collect corporate feedback on needs and partnership relations to measure levels of satisfaction

 Oregon chapter becomes a strong Tier 1 chapter in the West Coast

7) Membership

 Increase membership by 2014 to 130 members and 2 sub-committees with 9 BOD

 Foster a pipeline that creates networking, development, education and future job opps.

 NSHMBA collaborates in visible Hispanic/Latino business initiatives in Oregon for development of diverse audiences

 Monthly membership update Communications with relevance and high satisfaction among membership

8) University Development

 NSHMBA undergraduate pipeline programs developed for local university recruiting of diverse graduates

 Local membership increased participation to scholarship application to university and national scholarship participation in the Northwest

 To be the premiere resource for universities with graduate management programs in the Northwest

 University liaisons for growth and retention of UPP participation and MBA diversity goal attainment in the Northwest

Oregon Southern Washington Charter / Roster BOD

President Trinidad (Trino) Campos

MarketingShirley

Rodriguez

Events / Networking & IT

Eli Trejo

Educations, University Relations

Ali Yameen

MembershipValerie Gonzales

Corporate Relations

Open

Professional Development

Open

EVP Marcelo Spagnolo

Secretary / Compliance Officer

Luisana Solis

Treasurer / Financial Officer

Emilio Cañas

12

Oregon Chapter Roadmap for Success

2012

“Objective: Leverage our education partners, utilize our strong corporate presence, harness Latino population growth.

2014

Rank # top 3 within tier 3 chapters

Corporate Fundraising event

Q2

“Objective by 2014: Be top 3 within tier 3 chapters in the nation

Q1

Career fair in Portland at Wall street Event 1 (February)

Membership drive Event 2 (March)

Professional Development

Salem Chamber of commerce leadership development Event 3(May)

Q2 Q3

Membership Management / Recruitment succession plan Event 4 (June)

Q4

Gala / Fundraising(Nov/Dec)

Q4

GOAL- Obtain at least: 6 Corporate Committed Sponsors, 130 members, more than 9 Officers, succession pipeline, $20,000 in total in revenue by 2014

BOD retreat – completing strategic plan for 2014

Q3Q1

BOD retreat strategic planning 2013 (August) event 7

2013 2014

Preconference University prep for Orlando 2012 fundraising Event 6

Intel career Development Fundraising Event 5 (July)

Membership drive

Final ThoughtsWe are ready to make a difference and history in our region by………….

• Increasing membership and retention in our region• Assisting in recruitment of Hispanic professionals in the Northwest• Promoting graduate management education• Establishing vital role models for the community• Providing networking and development opportunities• Establishing ongoing local corporate ties for job and career growth

opportunities• Creating strong local government relationship to influence policy and

be a resource in their economic development initiatives • We have a strong committed board of directors ready to support our

chapter• We have local university and corporate support• We have 200+ potential members in our region• A Oregon Southern Washington Chapter can effectively advance

NSHMBA cause and contribute to growth strategy

National Society of Hispanic MBAs

Social Media - Facebook

Social Media - LinkedIn

Chapter Newsletter

Networking Events Intel Career Fair (June 2011)

Networking Events Compliance Meeting (Dec 2011)