CAFE Vancouver Region Strategic Plan 2013-2015
CAFE Vision Statement
CAFE Vancouver is to be recognized as the best place for families in business to connect
with peers to share experiences, knowledge and resources and to deal with the distinct
needs and challenges of family business.
CAFE Mission Statement
The Canadian Association of Family Enterprise is a member driven National Association
that is passionately committed to assisting families in business and building their pivotal
contribution to the economy of Canada.
Organization Description
CAFE Vancouver Region is a non-profit society incorporated under the Society Act of BC.
The organization was founded in 1983. CAFE is a national organization with 12 chapters
across the country. Our members are involved in virtually every industry imaginable. CAFE
Vancouver connects Business Families to share experiences, knowledge and resources and
to deal with the distinct needs and challenges of family business.
Board of Directors 2013 - 2014
Aeronn Zlotnik, President, Sponsorship Chair
ZLC Financial Group
Karen Bichin, Future Leaders Group Chair
ABC Recycling
Elliot Glassman, Personal Advisory Group Co-Chair
Glassman Investments
Linda Gibbs, New Member Chair & FEYA
Refrigerative Supply Ltd.
Don Martin, Marketing and Member Chair
Suntech Optics
Josephine Nadel, Events and Programming Chair
Owen Bird LLP
Mari Swingle, Personal Advisory Group Co-Chair
Swingle Clinic
CAFE Vancouver Region Strategic Plan
2013-2015
GOAL
STRATEGIES/TARGETS OUTCOMES
TIMELINE
CHAIR
Membership
Increase membership
and community
awareness of CAFE
First meeting
Summer 2013
and report first
steps to board at
September 10th
meeting
Don Martin
To create a marketing
plan to promote the
value of membership in
CAFE
To explore possible
strategic alliances by
identifying
organizations we can
partner with to promote
and support CAFE
To improve the CAFE
Vancouver website
Increase
membership in
CAFE to 150 in
2013/2014 fiscal
Year
Maintain current
members
Increase public
profile of CAFE
so it becomes a
recognizable
brand
Develop Terms of
Reference for
Committee
Invite potential
committee
members
Melanie Martin
Jane O’Connor
(ex officio)
COMMENTS
Sponsorship
To increase sponsorship
so that we can offer
more programming and
events to members
thereby increasing value
Provide value to
sponsors and
members
Draft
sponsorship
agreement for
July 9 2013
Create
sponsorship
agreements
Develop Terms of
Reference for
Committee
Aeronn Zlotnik
Jane O’Connor
(ex officio)
Invite potential
committee
members
PAG’s
To connect PAG
members to CAFE
To strengthen or
enhance current PAGs
and increase the
number of PAGs
To get referrals for new
members through
asking PAG groups after
strengthening value of
membership
Increase PAG
groups as
membership
grows
Provide PAG
support and
education
Use PAG groups
as a conduit for
information to
members
Use PAG groups
as a conduit for
information to
Board of
Directors
First meeting
Summer and
report first steps
to board at
September 10th
meeting
Develop Terms of
Reference for
Committee
Invite potential
committee
members
Elliot Glassman
Mari Swingle
Jane O’Connor
(ex officio)
Programs &
Events
To plan and organize
CAFE’s educational and
social calendar
Provide value to
members and
advisor members
To offer new topics in
programs (Josephine)
Provide access to
experts in the
field of family
business
To invite potential
members to an event e.g.
new membership
Provide
luncheon, PAG Summit,
networking
opportunities for
etc. (Linda)
members
To plan and hold an
event to celebrate the
30th anniversary of CAFÉ
(Josephine)
To hold social events
combined with
membership
recruitment events
(Jane mainly
responsible/Linda)
To hold
social/educational
events in all areas of
CAFE’s region with
partners and sponsors
To create an “ask an
expert service” and
First meeting
May/June 2013
and report first
steps to board at
July 9th meeting
Develop Terms of
Reference for
Committee
Invite potential
committee
members
Josephine Nadel
Joanna Zlotnik
Lana Batcheller
Linda Gibbs
Jane O’Connor
(ex officio)
advertise it on our
website
Future Leaders
To organize CAFE
Future Leadership
Group (FLG)
Hold an open house for
future leaders and their
families
To include youth in May
2014 CAFE Symposium
To invite teens to one of
our events this year
Increased
confidence in
future leaders in
Family Business
1st program to
start in
2013/2014
calendar year
Increased
connection
amoung future
leaders in Family
Business
First meeting
May/June 2013
Karen Bichin
Karen Bichin
Vicky Laviditis
Aeronn Zlotnik
Linda Gibbs
Jane O’Connor
(ex officio)
Report to Board
July
Increased public
awareness of
CAFE
Increased
involvement of
Future Leaders in
Family Business
FEYA
To promote FEYA
Award with members,
advisors and community
to promote family
business and CAFÉ
Increase profile
of CAFE in
community
Increase
awareness of
Ongoing reports
to board
Linda Gibbs
FEYA Committee
Charles Flavelle,
Chairman
Travis Klassen
To enhance FEYA
Awards by asking
advisors to promote and
submit nominees to the
CAFE FEYA committee
Increase profile of the
organization
Family Business
and its vital
importance to
the economy of
CANADA
John Bathurst
Miranda Lam
Linda Gibbs
Jane O’Connor
(ex officio)