TUSKEGEE AIRMEN, INC. ® TUSKEGEE AIRMEN, INC. ® STRATEGIC PLAN 2012- 2015 TAI Strategic Plan 2012 1 Table of Contents EXECUTIVE SUMMARY: 3 TAI’S 2012 – 2015 STRATEGIC FOCUS AREAS ENGAGING MEMBERS FUND/FRIEND-RAISING BRANDING & MARKETING TAI DEVELOPMENT OF STRONG NATIONAL, REGIONAL AND CHAPTER INFRASTRUCTURE 3 3 4 4 4 STRATEGIC PLANNING COMMITTEE MEMBERS: 5 OUR INTENTION: 6 OUR VISION OUR MISSION OUR PURPOSE OUR LEGACY OUR VALUES 6 6 6 6 6 OUR PROCESS: 7 OUR DRIVERS: 10 OUR RESULTS 11 PATH FORWARD: 2012 AND BEYOND GOAL 1: ENGAGING MEMBERS GOAL 2: FUND/FRIEND-RAISING GOAL 3: BRANDING & MARKETING TAI GOAL 4: DEVELOP STRONG NATIONAL, REGIONAL AND CHAPTER INFRASTRUCTURE 11 12 12 13 13 APPENDIX A: SPOT ANALYSIS 15 APPENDIX B: GAP ANALYSIS 16 APPENDIX C: ACTION PLAN 17 TAI Strategic Plan 2012 2 Executive Summary: The Tuskegee Airmen, Inc. (TAI) is a foundation based on honoring the accomplishments of African-Americans who participated in aircrew, ground crew and operations support training in the Army Air Corps during WWII. Their legacy of yesterday will inspire and motivate youth to strive for outstanding achievement and leadership through educational opportunities. The TAI 2012 – 2015 strategic plan compiles past progress, the integration of stakeholder feedback, and shared values to outline priorities, clear strategic focus areas, related goals, and action plans that will support the vision for the future of TAI. The intent is to accomplish the goals and objectives set out in the strategic plan by December 31, 2015. Through our membership surveys (464 respondents) and a gap analysis the following priorities became apparent: (1) honor the accomplishments of and perpetuating the history of African Americans who were a part of the Tuskegee Airmen Experience and (2) introduce young people to the world of aviation and science. An analysis of TAI’s strengths, problems, opportunities, and threats identified several key points: (1) the need to continue to fully engage and communicate with our members; (2) an opportunity to better align our infrastructure, processes, and systems at the national, regional and chapter levels, (3) the need for consistent revenue streams to support TAI programs and operations at both the national and local chapter levels; (4) development of external networks to better support TAI programs and public image; (5) the need for continuous training for our elected and volunteer leaders (6) an opportunity to strengthen our organizational branding and marketing efforts to take full advantage of opportunities as they emerge; (7) the need to articulate a clear, common organizational vision that can be communicated and implemented at the regional and local chapter levels; and (8) an active recruitment plan to continually attract new TAI members . TAI’s 2012 – 2015 Strategic Focus Areas Based on our findings, the TAI 2012 – 2015 strategic plan identifies four strategic focus areas to serve as our core goals for the next three years: (1) engaging members; (2) fund/friend raising; (3) branding & marketing TAI; and (4) development of a strong national, regional and chapter Infrastructure. Engaging Members Members are important and it is a priority to engage our members through development of youth engagement programs, communication enhancement efforts between leadership and volunteer positions and capture DOTA history. In order to achieve these objectives, TAI has committed to establishing National Youth Programs that will align national TAI efforts. A staff member will be identified to oversee the National Youth Program. In order to ensure transparency and promote inclusion, all leadership, board and committee meetings will be open to the public and the content will be made available to all members. Finally, collaborations with TAI Strategic Plan 2012 3 other organizations who are interested in capturing the DOTA history and experience will be established. In addition to the work commitments, each regional President will be responsible for continually engaging the National Board, seeking collaborations with organizations to identify programmatic opportunities specific to National Youth Programs and ensuring operational training of each Chapter Executive Committee/Board members. Fund/Friend-raising Funding is an important aspect of the foundation. In order to support the funding objectives, TAI is committed to creating a fundraising strategy and will hire a dedicated staff person to oversee the plan at a national level. In order to ensure the organization is attractive to potential funders, a full audit will be conducted and any areas that do not meet acceptable financial standards will be cleaned up. In addition to the work commitments each regional President will be responsible for working with local chapters to develop and advertise programs that align with the National Youth Programs strategy. Branding & Marketing TAI In order to achieve the identified branding and marketing objectives, TAI has committed to developing a marketing plan to encompass a variety of different marketing methods including, and not limited to, social media, campaigning, merchandising, conferences and membership recruitment. A business plan to address financial goals and implications of a merchandizing campaign will be developed. In addition to work commitments, as appropriate, each regional President will be responsible for executing Board approved marketing plans within their regions. Development of Strong National, Regional and Chapter Infrastructure Infrastructure to support Regional, National and Chapter needs is necessary. In order to achieve the identified objectives, TAI has committed to develop program standards, criteria and governance best practices in order to ensure chapters are in compliance and rewarded. An Executive Director will be hired to oversee TAI’s national operations. The National by-laws and procedural manual will be revised and updated as needed. A full business operations audit will be conducted to ensure general operation is in line with best practice organizations. And, each Chapter will be required to obtain at least $250,000.00 liability insurance policy coverage. In addition to work commitments, each regional President will be responsible for supporting local chapters through the program implementation process as well as continually engaging the National Office and staff in feedback regarding operation improvement. While these priorities will be met with challenges, the strategic plan addresses improving communication, chapter development, long-term planning and moving TAI forward, leadership and accountability, members’ services and benefits, youth programs and activities, and member recruitment. TAI Strategic Plan 2012 4 Strategic Planning Committee Members: This plan was crafted under the guidance of the Strategic Planning Board Committee. Members included: Mr. Rodney Gillead Mr. Ronald D. Hilliard Mr. John B. Patterson National 1st Vice President Chairman, Strategic Planning Committee Ms. Diane Rafalski Mr. Robert R. Rose Rev. Solomon A. Williams TAI Strategic Plan 2012 5 Our Intention: As a result of Tuskegee Airmen, Inc.’s (TAI) continued growth, we recognize the value in and responsibility for creating a meaningful three-year strategic plan that will guide us to be the foremost resource for members and stakeholders interested in the Tuskegee Airmen legacy. We have a proud history that is characterized by a bond of fellowship among those who were pioneers in the Tuskegee Airmen aviation program of the United States during World War II. As we continue to be dedicated to preserving the history of African American veterans who changed the face of the American military, this strategic plan has been developed with past progress, the integration of stakeholder feedback, and with our shared values in mind. While building on and supporting our vision, mission and values, this strategic plan outlines priorities, clear strategic focus areas, related goals, and action plans that we believe will support our vision for the future of TAI. Our Vision Our legacy of yesterday will inspire youth of today with the hope and promise of tomorrow. Our Mission TAI’s mission is to perpetuate the legacy of the Tuskegee Airmen by inspiring youth to strive for excellence through educational opportunities. Our Purpose TAI shall acknowledge the contributions and achievements of the men and women of the Tuskegee Aviation Experience and motivate our youth to outstanding achievement and leadership. Our Legacy The Tuskegee Airmen forged a legacy of excellence with determination, tenacity, and courage as they opened doors of opportunity, broke myths of incompetence, and pioneered in military aviation. At a time when they faced racism, discrimination, and second-class citizenship during World War II, the Tuskegee Airmen endured and refused to be denied the opportunity to serve their country. The strength of character of the Black men and women of the Tuskegee Aviation Experience and their skills and discipline in combat shall serve as an example for younger generations. Our Values TAI has established the following core values as the foundation from which to operate the organization and interact with our members. By distinguishing core values from operating practices and cultural norms, TAI affirms the timeless, never changing values that honor the legacy of the men and women of the Tuskegee Airmen Experience. These core values shall influence the organizational culture, practices, and public image of TAI: Excellence in all that we do Honesty in what we do TAI Strategic Plan 2012 6 Integrity in how we do it Respect for each other and our partners Accountability and responsibility to our members Commitment of service to our youth Our Process: We engaged Brighter Strategies, a firm that provides strategic planning, process improvement and leadership development consulting to the non-profit sector, to facilitate a strategic visioning/organizational planning process that walked our Strategic Planning Board Committee through the stages of strategy development. These stages included: 1. Preparing for the Journey: In the beginning, we worked with the consultants to create a clear process that engaged the crucial parts of the organization in taking this important journey. We launched a membership survey to identify the trends, perceptions and climate of our chapters and members. 2. Exploring and Learning: In this part of the process, we reviewed our history and achievements and engaged in an analytical exploration of our external environment. A direct product of this stage was the creation of a SPOT (strengths, problems, opportunities and threats) analysis. (A larger/more legible representation of our SPOT may be found in Appendix A). TAI Strategic Plan 2012 7 TAI’s SPOT April 14, 2012 + Legacy knowledge (Red Tails) + Strong name recognition/ Strong brand name + Procedures Manuals + Dedicated members + By-laws + DOTA’s still with us + Member loyalty + Youth support + Growth of chapters + Access to military + Strategic Planning PROBLEMS – Limited knowledge of TAI operations at the local and national levels/501c3 operations & requirements – Two-Way Communication with Members/ Transparency (inaccessibility to what is happening at National) – Fundraising/Lack of consistent revenue streams for national and most chapters – BOD & Committee leadership training & structure + + + + + Leadership Active heritage members Structured Programs Budget Volunteer contributions (time and money) Organizational financial worth Functioning local chapters Existing strategic plan A+ staff members Existing youth programs External interests Mission statement Membership support DOD Support OPPORTUNITIES - Lack of a common organizational vision – Lack of organizational structure/By-laws at all levels – No active membership acquisition plan – Lack of National Planning – Trademark Infringement – Perception of being a Military Organization – Marketing – Competition from other organizations for Tuskegee Airmen name identity 501c3 status threatened + + + + + + + + + Branding and marketing TAI Engaging members Developing Infrastructure (National, Regional, and Chapter) Fund/Friendraising THREATS FUTURE/EXTERN A L T /IN T ERN A L CURREN STRENGTHS Loss of DOTA’s (how do we look and act without them? Loss of members/lack of communication Access/Eligibility for funding (need to be visible to members – programming needs to be proactive and funded) Brand name competition/trademark infringement Inability to take advantage of opportunities (Red Tails movie is an example) Other organizations raising money with our DOTA’s 3. Agreeing on Current Realities & a Future Vision: This stage created a solid platform of information and agreements that served as a springboard for the strategy development stage. In this stage we validated the membership survey feedback and conducted a gap analysis that highlighted where we are now (based on member feedback) and the type of organization we aspire to be. (A larger/more legible representation of our gap analysis may be found in Appendix B). TAI Strategic Plan 2012 8 4. Creating Viable Strategies: Strategies were then developed that linked learning from the past with our unified vision by articulating a high-level path forward. We believe the strategies created tell a powerful story of where the Board of Directors at the National and Regional levels must focus their attention. 5. Implementing and Championing Change: During this stage, we started to articulate a tactical action plan to ensure the strategies we created could be implemented and change could occur. We also identified strategic messages we wanted to communicate to the regions and their respective chapters to ensure the overall success of this newly created plan. 6. Living the Vision: We find ourselves in this final stage where we must communicate the overall strategic direction with both regions and chapters and to work with the regions to create detailed regional implementation plans. As we know, the ultimate success of a strategic visioning process is the extent to which leadership and key stakeholders share ownership. It is in this stage that we invite our regional representatives, members, our TAI Strategic Plan 2012 9 Board, our staff, and other stakeholders to share in celebration of the vision and articulate their commitment to the strategies developed in our process. Our Drivers: Our shared vision, membership feedback, the gap analysis, and our SPOT analysis served as key drivers in developing our strategic focus areas. As documented in the Our Intention section, our vision, mission, and values are foundational to our strategic plan. Member feedback and research is another building block for our strategy making. From our membership surveys and our gap analysis, we know that: Members believe our highest ranking priority should be to honor the accomplishments of and perpetuating the history of African Americans who where a part of the Tuskegee Airmen Experience Members believe our second priority should be to introduce young people to the world of aviation and science Members view our greatest challenge to be our ability to expand our outreach to youth beyond flight and aviation programs. Members believe our second challenge is to recruit and retain new members. Most members are actively involved in their chapters and regularly attend and support chapter sponsored events Members believe that to improve their experience with TAI this plan should address strategies for: o Improved communication o Chapter Development o Long-term planning and moving TAI forward o Leadership and accountability o Members Services and benefits o Youth programs and activities o Recruitment Finally, the SPOT analysis served as a significant driver in our strategy-making process. By exploring our organization-wide strengths, internal problems, external threats, and potential strategic opportunities, we illuminated our strengths and began to identify ways to address our problems. Key points that emerged from this exercise include: The need to continue to fully engage and communicate with our members An opportunity to better align our infrastructure, processes, and systems at the national, regional and chapter levels The need for consistent revenue streams to support TAI programs and operations at both the national and local chapter levels Development of external networks to better support TAI programs and public image The need for continuous training for our elected and volunteer leaders TAI Strategic Plan 2012 10 An opportunity to strengthen our organizational branding and marketing efforts to take full advantage of opportunities as they emerge The need to articulate a clear, common organizational vision that can be communicated to and implemented at the regional and local chapter levels An active recruitment plan to continually attract new TAI members In summary, it is clear to us that we will need to be nimble, flexible, and efficient as our members’ needs continue to evolve and our demographics change. Our leadership will need to be strong. And, we will need to be adept at implementing solid change management practices. Our Results Using the aforementioned drivers as inputs, we developed a list of the most crucial issues facing TAI in the short- and longterm. From there, using prioritized strengths, problems, opportunities and threats; we identified four strategic opportunity areas. These areas will serve as our core goal areas in the next three years, including (not in order of importance or value): 1. Engaging Members 2. Fund/Friend-raising 3. Branding & Marketing 4. Infrastructure Development Path Forward: 2012 and Beyond We believe these four high-level strategic focus areas (engaging members, fund/friend-raising, branding & marketing, and infrastructre development) will evolve and guide our work in different ways over the next three years. To ensure our approach remains thoughtful, meaningful, and successful, we prioritized and identified the actions that will lead us to success in the first year. Our intent is to accomplish the goals and objectives set out in this plan by December 31, 2015. We acknowledged the importance of continued discussion to determine additional actions needed to accomplish our goals and objectives. In the fall of 2014, the Strategic Plan Committee TAI Strategic Plan 2012 11 will re-convene to review progress and to set the stage and action priorities for 2016 and beyond. Goal 1: Engaging Members Our three-year strategic objectives include: Objective 1.1: Engage our members by developing youth engagement programs that embrace the entire aviation experience Objective 1.2: Enhance communication between our members, leadership, and volunteer positions to improve transparency and promote inclusion Objective 1.3: Capture DOTA history in a meaning way that promotes and honors the accomplishments of and perpetuates the history of those who where a part of the Tuskegee Airmen Experience At the National Level, we are committed in the first year to the following strategies: We will establish National Youth Programs so that the regions and local chapters may align their efforts with TAI Nationally. We will identify a staff person to be responsible for and to oversee the National Youth Programs and ensure consistency across the regions. We will ensure that all of our leadership, board and committee meetings are open and that the content is made available to all of our members. We will establish collaborations with other organizations interested in capturing the DOTA history and experience. We will establish a National Youth Fund. In addition to the work we are committed to above, we have developed key messages for the regions and as a result we will hold each region President responsible for: Continually engaging the National Board in dialogue around their interests and other ways members would like to be engaged in the organization. Seeking collaborations with corporations and other nonprofit organizations to identify programmatic opportunities to engage members in TAI National Youth Programs. Ensuring each chapter’s Executive Committee/Board member is operationally trained to perform his/her duties. Goal 2: Fund/Friend-raising Our three-year strategic objectives include: Objective 2.1: Create a network of movers and shakers (friends of TAI) across the country interested in promoting the TAI legacy TAI Strategic Plan 2012 12 Objective 2.2: Develop a National (and regional) strategy for fundraising to support local chapter efforts At the National Level, we are committed in the first year to the following strategies: We will develop a National level fund/friend-raising strategy and will hire a dedicated staff person to oversee the plan at a national level. We will ensure TAI is attractive to potential funders by conducting a full audit of our financial management practices and clean up any areas that do not meet acceptable financial standards. In addition to the work we are committed to above, we have developed key messages for the regions and as a result we will hold each region President responsible for: Working with their local chapters to develop and advertise programs that align with the National Youth Programs strategy. This will support national, regional, and local fundraising activities. Goal 3: Branding & Marketing TAI Our three-year strategic objectives include: Objective 3.1: Develop a campaign to promote and sell TAI merchandise to the general public Objective 3.2: Use social media to market TAI to a younger demographic Objective 3.3: Develop a campaign to market Red Tails and Double Victory to boost TAI’s public image At the National Level, we are committed in the first year to the following strategies: We will develop a marketing plan that encompasses social media, a Red Tails and Double Victory marketing campaign, merchandising, the use of TAI logos in marketing efforts, conferences, and membership recruitment. We will develop a business plan that addresses the financial goals and implications (such as IRS rules and regulations) of a merchandizing campaign to sell TAI merchandize to the general public. In addition to the work we are committed to above, we have developed key messages for the regions and as a result we will hold each region President responsible for: Executing the Board approved marketing plan within their regions, as appropriate. Goal 4: Develop Strong National, Regional and Chapter Infrastructure Our three-year strategic objectives include: TAI Strategic Plan 2012 13 Objective 4.1: Develop a National Office with infrastructure to support regional and local chapter needs Objective 4.2: Create an incentive program for chapter programming best practices and overall compliance At the National Level, we are committed in the first year to the following strategies: We will develop program standards, criteria, and governance best practices for chapters to ensure that chapters are in compliance with and rewarded for operational best practices. We will hire an Executive Director to oversee TAI’s National operations. We will revise and update our National by-laws and procedural manual annually at the Annual Convention, as needed. We will conduct a full audit of our business operations (at the national level) to include risk management, insurance, and general operations to ensure we are operating in line with best practice organizations. We will require all chapters to obtain at least $1,000,000 liability insurance policy coverage. In addition to the work we are committed to above, we have developed key messages for the regions and as a result we will hold each region President responsible for: Supporting local chapters as they implement the program standards and chapter best practices. Continually engaging the National Office and staff in feedback to improve our operations. TAI Strategic Plan 2012 14 Appendix A: SPOT Analysis TAI’s SPOT April 14, 2012 + Legacy knowledge (Red Tails) + Strong name recognition/ Strong brand name + Procedures Manuals + Dedicated members + By-laws + DOTA’s still with us + Member loyalty + Youth support + Growth of chapters + Access to military + Strategic Planning PROBLEMS – Limited knowledge of TAI operations at the local and national levels/501c3 operations & requirements – Two-Way Communication with Members/ Transparency (inaccessibility to what is happening at National) – Fundraising/Lack of consistent revenue streams for national and most chapters – BOD & Committee leadership training & structure TAI Strategic Plan 2012 + + + + + + + + + + + + + + Leadership Active heritage members Structured Programs Budget Volunteer contributions (time and money) Organizational financial worth Functioning local chapters Existing strategic plan A+ staff members Existing youth programs External interests Mission statement Membership support DOD Support - Lack of a common organizational vision – Lack of organizational structure/By-laws at all levels – No active membership acquisition plan – Lack of National Planning – Trademark Infringement – Perception of being a Military Organization – Marketing – Competition from other organizations for Tuskegee Airmen name identity OPPORTUNITIES Branding and marketing TAI Engaging members Developing Infrastructure (National, Regional, and Chapter) Fund/Friendraising THREATS 501c3 status threatened FUTURE/EXTERN A L T /IN T ERN A L CURREN STRENGTHS Loss of DOTA’s (how do we look and act without them? Loss of members/lack of communication Access/Eligibility for funding (need to be visible to members – programming needs to be proactive and funded) Brand name competition/trademark infringement Inability to take advantage of opportunities (Red Tails movie is an example) Other organizations raising money with our DOTA’s 15 Appendix B: Gap Analysis TAI Strategic Plan 2012 16 Appendix C: Action Plan Goal Strategy Priority Timeline for Action Completion July 2012 – September 2012 (1st quarter) 1 Hire Executive Director TAI will hire an Executive Director to oversee TAI’s National operations. 1 2 Increase / Engage Membership TAI will increase membership by 100 Percent 1 August 2012 – August 2013 (1st year) 3 National Youth Program 1 July 2012 – September 2012 (1st quarter) 4 Organizational Transparency The National Youth Committee will establish a National Youth Program so that the regions and local chapters may align their efforts with TAI Nationally. The Board of Directors and Committee Chairs will ensure that all of our leadership, board and committee meetings are open and that the content is made available to all of our members. 1 Immediate Ongoing Goal TAI Strategic Plan 2012 Strategy Priority Timeline for Tactics to Accomplish the Strategy Hire a firm to conduct an Executive Director search. Interview candidates and select the best fit. Use Public Service Announcements (PSA), Web announcements, utilize College and use Military Resources The National Youth committee will follow the mandates as established by the TAI National Bylaws (Article 7 section 14). The President of the National Board and Regional Presidents will issue a statements supporting organizational transparency. Their statements will support inclusion of all stakeholders and members. Announcements of all meeting will be placed on the web site and National and Regional Board of Directors minutes will be made available through a web site membership access portal. Tactics to Accomplish Resources Needed Long range financial planning to sustain the position. TAI National and Chapter Membership Committees. A budget of $100,000.00 to support the Nation Wide Youth Program. Web site, portal and maintenance availability. Quarterly newsletter with announcements of all National Board and Regional meetings. Resources Person/Committee Spearheading the Project Personnel Committee TAI National and Chapter Membership Committees National Youth Committee TAI Board President, Regional Presidents, Committee Chairs, Public Relations Officer and Web Master Person/Committee 17 Action Completion September 2012 – December 2012 (2nd quarter) the Strategy To have complete successful audit as required. 5 Fund/Friend-raising TAI Leadership (National and Chapters) will ensure TAI is attractive to potential funders by conducting a full audit of our financial management practices and clean up any areas that do not meet acceptable financial standards. 1 6 Adequate National National will assist chapters in and Chapter determining and providing Insurance Coverage adequate liability coverage. TAI will require all chapters to obtain at least a minimum liability insurance policy of $250,000.00. TAI will also explore and obtain an umbrella coverage policy to cover all chapters. Branding and TAI will develop a business plan Marketing TAI that addresses the financial goals and legal obligations to sell TAI merchandize to the general public. 1 July 2012 – September 2012 (1st quarter) National will draft a policy letter and follow up with compliance checks. 2 October 2012 – December 2012 (2nd quarter) Obtain professional assistance to provide a marketing plan, which will include marketing surveys and strategies’. 7 TAI Strategic Plan 2012 Needed Up to date financial records and a Auditors and / or Audit Committees. Hire a dedicated staff person to oversee the plan. Long range financial planning to sustain this issue. Marketing Committee and a long range financial plan to sustain this issue. Spearheading the Project National, Chapters Treasurers and Newly hired Executive Director TAI Board of Directors / Regional Presidents Marketing Committee 18 Goal 8 TAI Management Review 9 Youth Fund Raising 10 Incentive Programs 11 Enhance Organizational Governance Strategy Priority TAI will conduct a full audit of National business operations to include risk management, fund raising, youth activities and general operations to ensure we are operating in line with best practice organizations. TAI will establish a National Youth Fund to support National, Regional and Chapters Youth Programs. 2 2 TAI will develop program standards, criteria, and governance best practices for Regions and Chapters to ensure compliance with and rewards for operational best practices. Review, and/or update our National Bylaws and the Procedural Manual annually; post TAI Convention. TAI Strategic Plan 2012 Timeline for Action Completion October 2012 – December 2012 (2nd quarter) Tactics to Accomplish the Strategy Resources Needed Person/Committee Spearheading the Project Newly hired Executive Director Collaborate with Regional Presidents and obtain professional assistance to provide an audit of TAI business operations. Initial funding to support this issue and a professional management team. January 2013 – June 2013 (3rd and 4th quarter) Solicit funds from all sources such as donation’s, grants and corporate solicitations. Executive Director, National Youth Chair and the staff approved by the Board of Directors. 3 August 2012 – October 2012 (2nd quarter) Collaborate with Regional Presidents and obtain professional assistance to develop a TAI incentive program. Treasurer will account for funds and the Finance Committee will have over site. Consult with a professional Incentive Program Planner. 2 September 2012 – November 2012 (2nd quarter) The National Bylaws Committee will implement approved changes to the National Bylaws and Procedures Manual. Bylaws Committee Bylaws Committee with Board of Directors over site Executive Director and Executive Committee over site. 19