State of Idaho Sustainability Planning Series
Explore the State of Idaho Sustainability Planning Series Session 4, focusing on building a Sustainability Committee, creating a Communications Plan, and identifying a varied set of resources to support sustainability goals. Learn about engaging stakeholders and developing funding strategies for a sustainable future.
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State of Idaho Sustainability Planning Series Session 4: Identify A Diversified Set of Resources & Create a Communications Plan 1 1 HO #4.1: Sustainability Series Overview 1
Disclaimer The views expressed in this webinar do not necessarily represent the views, policies, and positions of the Substance Abuse and Mental Health Services Administration or the U.S. Department of Health and Human Services. This webinar is being recorded and archived, and will be available for viewing after the webinar. Please contact the webinar facilitator if you have any concerns or questions. Developed under SAMHSA Cooperative Agreement # H79SP080995 2
Sustainability Resources 3 HO #4.2: Sustainability Resources 2
Sustainability Series Schedule 1 2 4 3 5 6 Identify Sustainability Goals & Objectives Identify a Diversified Set of Resources & Communications Plan Determine and Communicate Outcomes to be Sustained Overview Build Community & Stakeholder Commitment Share Create a Sustainability Plan Sustainability Plans 3/6/2023 4/3/2023 2/13/2023 6/12/2023 5/15/2023 4/24/2023 1:00 2:30 PM PT 2:00 3:30 PM MT 1:00 2:30 PM PT 2:00 3:30 PM MT 1:00 2:30 PM PT 2:00 3:30 PM MT 1:00 2:30 PM PT 2:00 3:30 PM MT 1:00 2:30 PM PT 2:00 3:30 PM MT 1:00 2:30 PM PT 2:00 3:30 PM MT 4 HO #4.1: Sustainability Series Overview 1
Sustainability Planning Products Elements (Session) Sustainability Committee Build Stakeholder Commitment (1) Sustainability Goals & Objectives Identify What Must Be Sustained (2 & 3) Sustainability Plan Case Statement Engage and Communicate (3 & 4) Diversified Funding Strategies & Communications Plan Obtain Diversified Resources (4) Action Plans & Timeline Create a Sustainability Plan (5) 5
Introductions Please type in the Chatbox the following: 1. Name / Position 2. Organization 3. 1 unique funding source for your organization / intervention Complete all items then press enter! 6
Session 4 Objectives Participants will: Build the Sustainability Committee Review Writing a Case Statement Identify a Diverse Set of Resources Create a Communications Plan Engage their Organization in the Sustainability planning process 7 HO #4.2: Session 4 Overview 2
Session 4: Identify a Diverse Set of Resources & Create a Communications Plan Agenda: I. II. Review Session 3 III. Identify Diverse Resources IV. Create A Communications Plan V. Next Steps Welcome, Objectives, Introductions, 8
Part II Review Session 3: Sustainability Goals and Objectives & Write a Case Statement 9
Parallel Tracks of Sustainability Sustaining Desirable Outcomes & Interventions Sustaining Effective and Efficient Organization & Processes Community 10
Sustainability Goals Sustainability Goals are: Processes Data Informed Outcomes Interventions Realistic Shared Organization 11 HO #3.4: Sustainability Goals and Objectives 4
SMART Objectives SMART Objectives for sustainability goals are Specific Measurable Achievable Relevant Time-oriented SMART Objectives Questions: What is changing? By how much? By when? How is it measured? What is the baseline? Decrease underage drinking in ABC County by 2% from 23.1% in 2022 to 21.1% in 2024 as measured by ABC Youth Survey. 12 HO #3.4: Sustainability Goals and Objectives 4
Objectives - Examples 13 13 HO #2.9 Sustainability Goals and Objectives Worksheet 9
Case Statement A Case Statement: Describes why the organization / intervention is needed Provides talking points for askers and funding requests Can be customized for specific funders Needs to SELL the organization / intervention!! 14 HO #3.6: Case Statement 6
Case Statement Build a Case Statement for your Organization / Intervention that answers the following questions What is the Organization / Intervention? What is being sustained? What is unique about it? Why is it needed? Who is involved? Information needed: Vision & Mission, Description Goals & SMART Objectives Information needed: Community Needs Assessment Resource Assessment Information needed: Outcomes & Interventions Organization & Processes Information needed: Interventions, Org. & Processes Partners Outcomes & Evaluation Accomplishments Information needed: Stakeholder List 15 HO #3.6: Case Statement 6
Activity - Case Statement - Example 1. Review the example Case Statement 2. How effectively does the Case Statement describe: The Coalition Why it is needed What is being sustained What is unique about it Who is involved 16 HO #4.4: Case Statement - Example 4
Part III: Identify Diverse Resources 17
Identify Diverse Funding Sources - Overview 2023 2025 Current Funding Future Funding Needs Future Funding Sources 18 HO #4.5: Identify Diverse Resources 5
Current Funding - Sources Termination Date Source Amount Areas Funded Staff, evaluator, travel, supplies, contractual Youth after school programs $125,000 9/30/2025 DFC (Year 6) $12,000 12/31/2023 United Way Kootenai Health Foundation $15,000 6/30/24 In-school tutoring programs Supplies for Life Skills Training, Youth Programs $5,000 Annual Fund Raising Total $157,000 19
Current Funding 2023 Budget Budget Items include: Staff Salaries / Benefits Rent Supplies Technology Communication Training Transportation Program Costs Evaluation Overhead Total $ 70,000 In-kind $ 6,000 $ 8,500 $ 1,500 $ 1,000 $ 8,000 $ 42,000 $ 5,000 $ 15,000 $157,000 20
Future Funding Proposed Budget -2025 Budget Items: Staff Salaries / Benefits Rent Supplies Technology Communication Training Transportation Program Costs Evaluation Overhead Total 2023 $ 70,000 In-kind $ 6,000 $ 8,500 $ 1,500 $ 1,000 $ 8,000 $ 42,000 $ 5,000 $ 15,000 $157,000 2025 In-kind 250,000 ? ? ? ? ? ? ? ? ? 22
Future Funding Proposed Budget - 2025 Budget Items include: Staff Salaries / Benefits Rent Supplies Technology Communication Training Transportation Program Costs Evaluation Overhead Total 2023 $ 70,000 In-kind $ 6,000 $ 8,500 $ 1,500 $ 1,000 $ 8,000 $ 42,000 $ 5,000 $ 15,000 $157,000 2025 $ 140,000 In-kind $ 7,500 $ 8,500 $ 1,000 $ 2,500 $ 10,000 $ 55,000 $ 5,000 $ 20,500 $ 250,000 23
Future Funding Poll - 2025 Will your future funding needs (Two years): A. Increase B. Decrease C. Stay about the same? 25
Diversified Funding Strategies $250,000 26 HO #4.6: Diversified Funding Strategies 6
Diversified Funding Strategies 1. Sharing positions and resources 2. Becoming a line item in an existing budget 3. Incorporating activities in organizations with similar missions 4. Applying for grants 5. Tapping into personnel resources 6. Soliciting in-kind support 7. Implementing fundraisers 8. Pursuing third-party funding 9. Developing a fee-for-service structure 10.Acquiring public funding 11.Securing endowments and planned giving arrangement 12.Establishing membership fees Source: University of Kansas, Community Tool Box 27 Handout #4.6 Diversified Funding Strategies 6 https://ctb.ku.edu/en/table-of-contents/sustain/long-term-sustainability/overview/tools
Projected dollars raised Percent of total Funding Strategy Description Example: Diversified Funding Strategies for 2025 Grants Private foundation grants $50,000 20% Grants Governmental Grants $100,000 40% Feb: Valentine s appeal April: Spring appeal September: Fall appeal December: Year-end appeal Donations Appeals $25,000 10% Line Item City Budget County Public Health Funding Budget Allocation $50,000 20% Event Fundraising gala $10,000 4% Community organization (.e.g., Lions, Elks, Moose, Eagles) Organizational Donations Source: https://getfullyfunded.com/diversified -fundraising/ $15,000 6% 100% Total $250,000 28
Sources of Grant Funding - Idaho 29 Source: https://www.causeiq.com/directory/private-foundations-list/idaho-state/
Diversified Funding - Activity 1. Review the list of diversified funding strategies. 2. Count how many of the strategies are currently used by your organization. 3. Share your organization s experience with specific types of funding. Handout #4.6 Diversified Funding Strategies 30 6
Part IV: Create a Communications Plan 31
Create A Communication Plan Create a Communications Plan to Request Resources and Revenue Preparation Exploration The Ask 32 HO #4.7: Create A Communications Plan 7
Create a Communication Plan - Preparation Preparation Identify specific funding sources to include in the Communication Plan Research potential sources to understand their processes for allocating resources Customize your Case Statement for each potential source 33
Create a Communication Plan - Exploration Exploration Identify initial contacts for each potential source of support. Determine who will talk to each contact. Develop contact-specific talking points to guide and support each conversation. Hold exploratory conversations with each contact. Determine the WIFM Record key findings from each conversation. 34
Create a Communication Plan The Ask The Ask Determine how, and to whom, to make each Ask. Determine who will take the lead on moving each Ask forward. Prepare and make formal requests for support. Record results and next steps from each Ask. 35
Create A Communication Plan - Example Line Item in City Budget - $50,000 Preparation Exploration The Ask Activities: Activities: Activities: Identify Council Member(s) to introduce the budget item Customize Case Statement for the City Determine who knows City Council Members Provide relevant information to inform the budgeting planning process Understand the City Budgeting Process Create talking points Make initial contact with individual City council members Attend City Council Meetings Build community support for the budget request Identify each Council Member s WIFM 36 Get approved at Council
Create A Communication Plan 37 HO #4.7: Create A Communications Plan 7
Create A Communication Plan - Example 38 HO #4.7: Create A Communications Plan 7
Part V: Next Steps 39 HO #4.8: Next Steps 8
Sustainability Planning Products Elements (Session) Sustainability Committee Build Stakeholder Commitment (1) Sustainability Goals & Objectives Identify What Must Be Sustained (2 & 3) Sustainability Plan Case Statement Engage and Communicate (3 & 4) Diversified Funding Strategies & Communications Plan Obtain Diversified Resources (4) Action Plans & Timeline Create a Sustainability Plan (5) 40
Sustainability Series Schedule 1 2 4 3 5 6 Identify Sustainability Goals & Objectives Identify a Diversified Set of Resources Determine and Communicate Outcomes to be Sustained Overview Build Community & Stakeholder Commitment Share Create a Sustainability Plan Sustainability Plans 3/6/2023 4/24/2023 4/3/2023 2/13/2023 6/12/2023 5/15/2023 1:00 2:30 PM PT 2:00 3:30 PM MT 1:00 2:30 PM PT 2:00 3:30 PM MT 1:00 2:30 PM PT 2:00 3:30 PM MT 1:00 2:30 PM PT 2:00 3:30 PM MT 1:00 2:30 PM PT 2:00 3:30 PM MT 1:00 2:30 PM PT 2:00 3:30 PM MT 41
Session 5: Create A Sustainability Plan Agenda: I. II. Review Session 4 III. Elements of a Sustainability Plan IV. Action Plan and Timeline V. Next Steps Prepare for final session Welcome, Objectives, Introductions, 42
Office Hours 60 Minutes Optional Invite Sustainability Committee Informal Conversation / Networking and Sharing Zoom format https://us02web.zoom.us/j/86486748133 Date: Time: Monday, May 8, 2023 1:00 2:00 PM PT / 2:00 3:00 PM MT 43
