FY 14 STRATEGIC PLAN
SUMMARY
Roadmap Implementation
Progress Update – 9/20/2013
Progress Indicators
Substantial Progress
Progress
Not Yet Implemented
STRATEGIC
IMPERATIVE
Community
Leadership
FY 14 GOAL
To support 3
initiatives that
improve capacity of
non-profit sector
FY 2014 GOALS
1. AZ Gives Day
2. Indicators Transfer to U of A
3. Loan Fund as SO of CFSA
4. Events through Southern Arizona
Grantmakers
STATUS
STRATEGIC
IMPERATIVE
Strategic Impact
FY 14 GOAL
Support 4 initiatives
that make a
quantifiable
difference
FY 2014 GOALS
1. Three collaboratives years 4, 5
2. Foster ED - Attend monthly
meetings and continue to prepare
reports for donors.
3. End of Life
4. PAAW - Supervise Eller Team;
oversee working groups; interface with
Humane Network; help raise needed
$ (TBD)
5. Next focus area determination
STATUS
STRATEGIC
IMPERATIVE
Branding &
Marketing
FY 14 GOAL
Have 80% brand recognition
among key target groups
• Professional Advisors
• Non profits
• Potential Donors
• Current Donors
FY 2014 GOALS
1. Marketing communications plan
update
2. Develop awareness, benchmarks, &
tracking system
3. Conduct Donor Survey
4. Social Media plan and execution
5. Finalize marketing materials
6. Website development and content
management
7. E-news strategy and implementation
8. Events – donor, PAC scholarship
STATUS
STRATEGIC
IMPERATIVE
Financial
Management
FY 2014 GOALS
FY 14 GOAL
Trusted
administrator of
donor assets
1. Hire CFO
2. Refine new accounting system
3. Deliver on-time audit with no
findings
4. Deliver timely, accurate donor
statement
5. Analyze and determine fee structure
6. “Dummy” fund clean up
7. Operating cash reconciliation
8. Gift Log process, personnel
9. Grant management process,
personnel
STATUS
STRATEGIC
IMPERATIVE
Asset
Development
FY 14 GOAL
Financially self
sufficient with
available resources
to fund growth
FY 2014 GOALS
1. Final Recommendation from
Financial Sustainability Committee
2. Operate with surplus
3. Pay down 1/3 of FY ‘12 balance of
line of credit
4. Develop next strategic plan
5. Establish operating reserve
6. Sustain outside funding for CPG at
$30,000 annually
STATUS
STRATEGIC
IMPERATIVE
IT Systems
FY 14 GOAL
Redesign or
implement new IT
system to increase
donor interaction
and access to the
foundation
FY 2014 GOALS
1. System and database clean up and
improvements
2. Grants data system and clean up
3. Develop CRM prospect management
system
4. Develop Scholarship management
system
STATUS
STRATEGIC
IMPERATIVE
Board
Development
FY 14 GOAL
FY 2014 GOALS
75% of all living
1. Board ambassador training
former board
members engaged
and contributors to
the foundation
2. Monitor individualized Board plans
3. Ongoing training at board meetings
STATUS
STRATEGIC
IMPERATIVE
Donor
Services
FY 14 GOAL
Services and systems
to enable donors to
individually &
collectively, make a
difference
FY 2014 GOALS
1. Quarterly donor events
2. Create bi annual Donor newsletter
3. Create knowledge center for Donors
4. Deliver Donor handbook
5. Contact each donor
6. Develop/refine Donor recognition/legacy
strategy
7. Regular process for obituary tracking
8. Fund files cleaned up
9. Conduct site visits
11. Open and close fund files in timely fashion
STATUS
STRATEGIC
IMPERATIVE
Personnel
Development
FY 14 GOAL
Develop culture that
rewards customer
service & retains and
attracts superior
talent
FY 2014 GOALS
1. Create and monitor service
standards
2. Ensure ongoing staff professional
development
3. Ongoing staff training on customer
service
STATUS