On March 29th, 2014, the Neighboring Food Co-op Association (NFCA) held its Third Annual Meeting, hosted by the Putney Food Co-op in Putney, VT. The gathering, facilitated by David Fowle, Eastern Corridor Advisor for the National Co-op Grocers Association, was attended by over 100 co-operators from more than 35 food co-ops and start-up initiatives from Connecticut, Massachusetts, New Hampshire, Rhode Island, and Vermont, and over 10 regional and national partner organizations.
2. Welcome
David
Fowle
(NCGA),
Facilitator
Board
of
Director’s
Report
Glenn
Lower,
Chair
Guest
Roger
Noonan,
President
of
NEFU
Staff
Report
Erbin
Crowell
&
Bonnie
Hudspeth
“Bringing
the
Co-‐operative
Principles
to
Life”
Lunch
Topic
Tables
&
Networking
Afternoon
Workshops
Election
Results,
Appreciations
&
Evaluation
NFCA
Annual
Meeting,
2014
AGENDA
FOR
THE
DAY
3. Glenn
Lower
President
&
Chair
of
the
Board
General
Manager
Middlebury
Natural
Foods
Co-‐op
NFCA
Annual
Meeting,
2014
BOARD
OF
DIRECTORS
REPORT
4. Welcome
new
members
from
2013:
Alternative
Food
Co-‐op
(RI)
…and
new
members
in
2014:
St.
J
Food
Co-‐op
(VT)
and
North
Quabbin
Community
Co-‐op
(MA)
Congratulations
to
Monadnock
Food
Co-‐op
(NH)
on
their
first
year,
coming
up
in
April!
And
welcome
Noah!
NFCA
Annual
Meeting,
2014
BOARD
OF
DIRECTORS
REPORT
5. Our
Progress
Informal
networking
2004
Middlebury
Manifesto
2007
Shared
Impact
Study
2008
Hired
Erbin
2010
NFCA
incorporated
2011
Hired
Bonnie
2011
Financial
Progress
Total
Assets:
20%
increase
Total
Liabilities:
Down
2.6%
Total
Equity:
Up
36%
NFCA
Annual
Meeting,
2014
BOARD
OF
DIRECTORS
REPORT
7. Roger
Noonan
President,
New
England
Farmers
Union
(NEFU)
Organic
Famer:
Middlebranch
Farm,
New
Boston,
NH
Local
Harvest
Co-‐op
CSA
Advocate
for
small
farmers
in
food
safety
policy
dialogs
NEFU
key
NFCA
partner
on
food
system
policy
NFCA
Annual
Meeting,
2014
OUR
GUEST
SPEAKER
8. A
grass-‐roots
membership
organiza2on,
commi5ed
to
enhancing
the
economic
sustainability
of
family
farmers,
fishermen,
and
their
communi2es
through
Legisla2on,
Educa2on
and
Co-‐opera2on
www.newenglandfarmersunion.org
9. Overview
• 1,500
members
and
growing
– Producers,
producer
organiza:ons,
food
co-‐ops
and
consumers
– From
all
six
New
England
states
• Incorporated
in
2009;
the
newest
chapter
of
Na:onal
Farmers
Union
(NFU)
• Founded
on
the
principles
of
Legisla-on,
Educa-on
and
Coopera-on
10. Legisla-on
• Ar:culate
policy
priori:es
based
on
member
input
• Organize
annual
legisla:ve
fly-‐in
to
Washington,
D.C.
• Engage
producers
and
consumers
to
effec:vely
influence
agricultural
legisla:on
– FSMA
(food
safety)
• Support
producers
in
state
and
local
issues.
11. Our
members
set
our
priori-es
• Our
2014
priori:es
include:
– Farm
Bill
Implementa:on
and
appropria:ons
– FSMA
(Food
Safety
Moderniza:on
Act)
– Local
and
Regional
Food
System
–
Mandatory
Transparent
Consumer
Labeling
(GMO,
COOL)
– Industrial
Hemp
NEFU
is
a
member-‐driven
and
member-‐
supported
organiza7on
12. Educa-on
• NFU
Beginning
Farmer
Ins-tute
– An
NFU
program
that
helps
beginning
farmers
acquire
leadership
and
farm
management
skills.
• NFU
Women’s
Conference
– NFU,
in
partnership
with
Annie’s
Project,
is
helping
women
farmers
enhance
their
farm
knowledge
and
leadership
skills.
• College
Conference
of
Co-‐opera-ves
– An
annual
educa:onal
opportunity
for
your
adults
to
learn
about
co-‐ops,
hear
from
co-‐op
leaders
and
visit
co-‐
opera:ve
enterprises
13. Co-‐opera-on
• Support
co-‐opera:ve
endeavors
– Developed
co-‐op
resources
– Value-‐Added
Producer
Grant
with
Deep
Root
Organic
Co-‐op
– Organize
co-‐opera:ve
educa:onal
opportuni:es
• Partner
with
Neighboring
Food
Co-‐op
Associa:on
to
engage
consumers
on
issues
affec:ng
family
farmers
14. NFCA
Annual
Meeting,
2014
MORNING
BREAK
Thank
you
to
our
partners
for
their
support.
16. Priorities
for
2013…
Network
Partnerships
Marketing
&
Outreach
Regional
Sourcing
Organizational
Development
…Context:
The
Co-‐
operative
Decade
NFCA
Annual
Meeting,
2014
STAFF
REPORT
17. New
England
Farmers
Union
Cooperative
Fund
of
New
England
Hunger
Free
Vermont
Food
Co-‐op
Initiative
Cross-‐Sector
Co-‐op
Collaboration
Valley
Co-‐op
Business
Association
NFCA
Annual
Meeting,
2014
NETWORK
PARTNERSHIPS
20. Winter
NOFA
Conferences
Co-‐op
track
at
NOFA
summer
conference
Member
co-‐op
annual
meetings
and
events
Slow
Living
Summit
“Food
for
Change”
NFCA
Annual
Meeting,
2014
REGIONAL
EVENTS
21. Facebook
645
to
874
likes
Promoting
co-‐op
buzz
and
member
co-‐ops
Twitter
233
followers
Slideshare
6,300
downloads
—
among
top
5%
NFCA
Annual
Meeting,
2014
SOCIAL
MEDIA
22. UMASS
Co-‐operative
Enterprise
Collaborative
Certificate
in
Applied
Research
in
Co-‐
operative
Enterprise
Summer
internship
program
2013:
Senior
seminar
2014:
100+
students
enrolled
in
ECON
105:
“Introduction
to
the
Co-‐
operative
Movement”
NFCA
Annual
Meeting,
2014
CO-‐OPS
IN
THE
CURRICULUM
23. Vision:
Branded,
Regional,
Sustainable,
Scalable,
Co-‐operative
Cave
to
Co-‐op:
Promote
&
Grow
Program
Farm
to
Freezer:
Develop,
Expand,
Learn
Future?
Distribution
Model
to
Facilitate
Sourcing
NFCA
Annual
Meeting,
2014
REGIONAL
SOURCING
2013
24. 2
yr
exploratory
pilot
NCGA
grant
support
13,000
pounds
for
2012-‐13
season
Challenge:
processing,
price
&
distribution
Collaboration
with
Deep
Root
Organic
Co-‐
op,
NEFU
to
explore
models
for
future
NFCA
Annual
Meeting,
2014
FARM
TO
FREEZER
25. Promote
our
region’s
artisan
cheese
makers
Food
co-‐ops
as
food
system
partners
Volume
has
doubled
since
2009
28,000
pounds
over
5
years
NFCA
Annual
Meeting,
2014
CAVE
TO
CO-‐OP
27. OVERALL
VOLUME
Co-‐op
Food
Stores
/
Hanover
Co-‐op
(NH,
VT)
City
Market
/
Onion
River
Co-‐op
(VT)
River
Valley
Co-‐op
Market
(MA)
VOLUME
/
REVENUE
Buffalo
Mountain
Co-‐op
(VT)
Plainfield
Co-‐op
(VT)
Upper
Valley
Food
Co-‐op
(VT)
NFCA
Annual
Meeting,
2014
FARM
TO
FREEZER
ALL-‐STARS,
2013
28. Membership:
From
31
to
34
members
Linkage:
E-‐news,
Social
media,
outreach,
events,
member
gatherings
Resources:
Dues
supported,
external
grants
&
support
Support:
Peer
to
peer
collaboration
and
partner
support
NFCA
Annual
Meeting,
2014
ORGANIZATIONAL
DEVELOPMENT
31. Financially
sustainable
organization
Member
dues
and
supplemental
grant
support
Peer
to
peer
collaboration
Member
trainings,
HFA
and
partner
support
Network
partnerships
Increasing
our
impact,
accessing
resources
Marketing
&
education
Regional
conferences,
UMASS
program
Regional
sourcing
Collaboration
with
Deep
Root
and
NEFU
NFCA
Annual
Meeting,
2014
PRIORITIES
FOR
2014
32. To
our
members,
our
board
of
directors,
and
our
organizational
partners…
…for
making
this
another
year
of
growth,
success
and
impact
for
the
NFCA,
our
member
co-‐ops
and
our
vision.
NFCA
Annual
Meeting,
2014
THANK
YOU!
34. Small
group
activity
on
the
ICA’s
Guidance
Notes
NFCA
Annual
Meeting,
2014
BRINGING
THE
CO-‐OPERATIVE
PRINCIPLES
TO
LIFE
35. By
2020,
co-‐operative
enterprise
will
be…
The
acknowledged
leader
in
economic,
social
and
environmental
sustainability,
The
business
model
preferred
by
people
around
the
world,
The
fastest
growing
form
of
enterprise.
INTERNATIONAL CO-OPERATIVE ALLIANCE
BLUEPRINT FOR
A CO-OPERATIVE
DECADE
JANUARY 2013
NFCA
Annual
Meeting,
2014
VISION
FOR
A
CO-‐OPERATIVE
DECADE
36. NFCA
Annual
Meeting,
2014
STRATEGY
FOR
A
CO-‐OPERATIVE
DECADE
Sustainable
Business
Legal
Framework
Co-‐op
Capital
Member
Participation
Co-‐operative
Identity
37. Principle
3:
Member
Economic
Participation
Principle
5:
Education,
Training
&
Information
Principle
7:
Concern
for
Community
NFCA
Annual
Meeting,
2014
GUIDANCE
NOTES
ON
THE
CO-‐OPERATIVE
PRINCIPLES
38. Members
contribute
equitably
to,
and
democratically
control,
the
capital
of
their
co-‐
operative.
At
least
part
of
that
capital
is
usually
the
common
property
of
the
co-‐operative.
Members
usually
receive
limited
compensation,
if
any,
on
capital
subscribed
as
a
condition
of
membership.
Members
allocate
surpluses
for
any
or
all
of
the
following
purposes:
developing
their
co-‐operative,
possibly
by
setting
up
reserves,
part
of
which
at
least
would
be
indivisible;
benefiting
members
in
proportion
to
their
transactions
with
the
co-‐
operative;
and
supporting
other
activities
approved
by
the
membership.
NFCA
Annual
Meeting,
2014
MEMBER
ECONOMIC
PARTICIPATION
39. Co-‐operatives
provide
education
and
training
for
their
members,
elected
representatives,
managers,
and
employees
so
they
can
contribute
effectively
to
the
development
of
their
co-‐operatives.
They
inform
the
general
public
—
particularly
young
people
and
opinion
leaders
—
about
the
nature
and
benefits
of
co-‐operation.
NFCA
Annual
Meeting,
2014
EDUCATION,
TRAINING
&
INFORMATION
40. Co-‐operatives
work
for
the
sustainable
development
of
their
communities
through
policies
approved
by
their
members.
NFCA
Annual
Meeting,
2014
CONCERN
FOR
COMMUNITY
41. a) What
is
most
important
to
you
about
the
principle
you
are
considering
in
terms
of
what
makes
co-‐ops
different?
b) What
are
some
of
the
exciting
things
that
your
co-‐op
is
doing
that
relates
to
the
principle
you
are
considering?
c) What
is
the
NFCA
doing
related
to
these
principles?
What
could
we
do
in
the
future?
NFCA
Annual
Meeting,
2014
SMALL
GROUP
DIALOG
42. Your
group’s
NUMBER
ONE
Answer:
What
is
most
important
about
this
principle?
What
is
most
exciting
about
what
our
co-‐ops
are
doing
in
this
area?
(Could
be
an
example
from
a
member
co-‐op)
What
is
the
NFCA
doing
and
what
could
we
do
in
the
future?
NFCA
Annual
Meeting,
2014
SMALL
GROUP
REPORT
OUT
43. Dialog
and
member
networking
NFCA
Annual
Meeting,
2014
LUNCH:
THANK
YOU,
PUTNEY
FOOD
CO-‐OP!
44. 1) Operations
Grab
Bag
2) Truckload
Sales
3) Cave
to
Co-‐op
at
5
Years
4) Planning
a
Successful
Expansion
5) Supporting
New
Co-‐ops
6) Building
Employment
Opportunities
7) Board
Peer
to
Peer
Learning
8) CCMA
2015!
9) Member
Loan
Campaigns
NFCA
Annual
Meeting,
2014
LUNCH
TABLES
45. NFCA
Annual
Meeting,
2014
LUNCH
&
NETWORKING
Thank
you
to
our
partners
for
their
support.
49. What’s this training going to cover?
1. Introduction to Public Narrative and Organizing
2. Components of a Membership Recruitment
Campaign
3. Planning your Membership Campaign to Scale
50. What’s this training going to cover?
1. Introduction to Public Narrative and Organizing
2. Components of a Membership Recruitment
Campaign
3. Planning your Membership Campaign to Scale
51. What’s your experience with
member recruitment?
How would you describe your experience planning and
implementing membership campaigns?
Novice
Beginner
Intermediate
Expert
53. Why does this happen?
• Too much information
• Death by leaders
• Didn’t plan
• No training
• Didn’t engage the community
• No momentum
• No systems of accountability
• No rewards
• Lack of communication
• What else?
63. • Am I inspired by this vision?
• Is the leadership credible?
• Do I have these interests?
• Do I think a co-op will solve them?
• Do I think this team and
organization will be able to achieve a
new co-op?
• Do I trust and respect the speaker?
• Do I know other people who have
joined?
• Am I like the people who have
joined? Is this for people like me?
• Do I see the need to join before it
opens?
• Will I actually shop at the co-op?
• Am I financially able to join for the full
amount?
• Is there an installment plan?
• Do I need to get permission from my
spouse first?
• Can I pledge to join?
• Will I be able to afford the food at the
co-op?
• Can I learn more about the co-op and
team at a meeting, or talking with
leadership 1:1?
Can I do it?Is it worth it?
Your presentation needs
to answer these questions!
64. Why are you starting a
co-op?
When was the moment
of decision?
What values motivate
you to do this?
Where did you learn
those values? Growing
up?
Uncovering the root through dialogueUncovering the root through dialogue
65. The
name
of
the
game:
Grassroots
Organizing
The Job of the Organizer
Identify and recruit the people needed to do
the work of starting the co-op,
and keep them working together effectively
73. …
vs.
Earned
Rela:onal
Capacity
…vs. Earned Relational Capacity
74. In
the
long
run…
0
200
400
600
800
1000
1200
1400
1600
In the long run…
75. I have the most experience with
this part of recruitment:
1) Identifying goals, strategies and measurement tools
2) Designing and creating campaign materials/templates
3) Talking with friends and coworkers about the co-op
4) Presentations and tabling at community events
5) Recruiting and managing volunteers
6) Data management, numbers, quality control
79. Pre-‐level
Level
1
Level
2
Level
2
PLAN
Level
3
Get
ready
for
opening!
Shihing
to
Opera:ons
Building a Membership Campaign
Level
3
PLAN
Level
1
PLAN
85. Stage 1: Level 1 Recruitment
Endowed Relationships
Goal: 200-300 members
Approach: Friends, family, those closest to steering
committee; grassroots feel
Strategy:
• Deadline: 6 months (spring or fall of year 1)
• Co-op as the hero: name the problem, present the co-op as
the solution
• Invite: you can be the first!
• Attainable goal: With your vision, we can work on feasibility
• Ask/Listen/Follow up: How would you like to be involved?
86. Stage 1: Level 1 Recruitment cont’d
Activities:
• One-on-ones
• Steering Committee as
ambassadors and recruiters
• Phone calls
• Create web presence
• Build email list
• Send regular emails
• Create FAQs
• Have a party! (not a festival)
Tools/Resources:
• Website
• Email template
• Calling script
• How to do a ‘one-on-one’
• Brochure & generic poster
• Budget
• Member database
• Member prospect tracking tool
• Photos
• Outreach report
87. Stage 1: Level 1 Recruitment cont’d
Talent:
• 8-15 core ambassadors
• 1-2 member trackers
• 1-2 media updaters
Budget:
• Printing $
• Web hosting $
• Postage $
• Travel & mileage $
• Volunteer Appreciation $
• Computer $
• Recruitment Training $
• Office (opt.) $
• Phone (opt.) $
• Member Recruitment $
Coordinator (opt.)
Measurement:
• Deadline: 6 months
• 35 new members/mo.
• 100 1-on-1 contacts/mo.
• At least 2 emails/mo. (30%)
• Daily Fb updates
• 100 new Fb Likes/mo.
88. Stage 2: Level 2
Earned Relationships
Goal: 500-700 members
Approach: Build mid-level support from core members’
networks; friends of friends
Strategy:
• Deadline: 6 months (fall of year 1 or spring of year 2)
• Co-op as the hero (cont’d)
• Exploring and refining message and image
• Attainable goal: you will help to secure the site!
• Train/Follow Up: building out the snowflake model
89. Stage 2: Level 2
Earned Relationships (cont’d)
Activities:
• Everything from Level 1
• Presentations to orgs and small groups
• Private house parties
• Small public events
• Press releases
• Recruit talented core volunteers
• Get your story in others’ communications
• Personal follow-ups with prospect list
90. Stage 2: Level 2
Earned Relationships (cont’d)
Tools/Resources:
• Everything from Level 1
• Event in a bag
• How To templates
• Inexpensive swag
• PR templates (story, event)
• House party toolkit
• Formalized thank you process
• Volunteer member
recruitment training
• PowerPoint template
• Invitations template to events
• Co+op video, poster, recipes
• Thermometer graphic (sign?)
• Photos of other co-ops
• “I’m a member because”
• Tabling Like a Pro
• Write up of your co-op
92. Stage 2: Level 2
Earned Relationships (cont’d)
Budget:
• Printing $
• Web hosting $
• Postage $
• Travel & mileage $
• Volunteer Appreciation $
• Computer $
• Recruitment Training $
• Office $
• Phone $
• Memb. Recr. Crdtr. $
• Promo (electronic) $
• Parties $
Measurement:
• Deadline: 6 months
• 65 new members/mo.
• 10 house parties/mo.
• 1 event/wk.
• 1-2 presentations/wk.
• At least 2 emails/mo.
• 1-2 Fb posts/day
• 1 mass media coverage/wk.
• At least 15 core volunteers
by kickoff
93. Stage 3: Level 3
Leveraging the 500-700
Goal: 700-1,200 members
Approach: Building on the reciprocators networks; people
you don’t know and late adopter friends of members
Strategy:
• Deadline: 6 months (prioritize spring and fall)
• Professionalizing all that has been built; less labor intensive
• We’re strong and this is really happening! Join before the
store opens!
• Store as ‘carrot’
• Mass media as best friends
94. Stage 3: Level 3
Leveraging the 500-700
Activities:
• Everything from Level 1 and 2
• Include membership message with Member Loan Campaign
• Small public events
• Participation in larger community events
• Telling confident story of success
• Enhanced communications, refined voice; regular press releases
• Brand all materials, photos
• Update website and brochure(s) with store and shopping
• Site tours monthly with ownership message
• Be more selective with presentations
• Email and social media updates
• Canvassing to surrounding communities and residents
95. Stage 3: Level 3
Leveraging the 500-700 (cont’d)
Tools/Resources:
• Everything from Level 1 and 2
• Updated PowerPoint
presentation
• Store/site renderings
• “How to” store tour templates
• Press release template for story
and event
• “Hey Neighbor!” packets
• New pro logo/brand kit*
Talent:
• Everyone from Level 1 and 2
• 3 trained tour guides
• Site tour coordinator
• Photographer (on-call list)
• 2-3 one-on-one follow up
volunteers
• 1 media writer
• 1-3 bloggers
• 1-3 social media volunteers
96. Stage 3: Level 3
Leveraging the 500-700 (cont’d)
Budget:
• Printing $
• Web hosting $
• Postage $
• Travel & mileage $
• Volunteer Appreciation $
• Office $
• Phone $
• Memb. Recr. Crdtr. $
• Site Tours $
• Sponsorships $
Measurement:
• Deadline: 4 months
• 80 new members/mo.
• 1 site tour/mo. with goal of
100 people at each
• 1 mass media coverage/wk.
• 3-4 presentations/mo.*
• 10 Fb posts/wk. minimum
• 20 follow up calls/wk.
• 1 email/wk.
100. Meeting
highlights
Please
fill
out
a
meeting
evaluation
form
and
leave
it
at
registration
Save
the
Date!
NFCA
Fall
Membership
Gathering,
27th
Sept
2014
NFCA
Annual
Meeting,
2014
EVALUATIONS
&
SAVE
THE
DATE
101. NFCA
Annual
Meeting,
2014
THANK
YOU!
Thank
you
to
our
partners
for
their
support.