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3rd	
  Annual	
  Meeting	
  	
  
29th	
  March	
  2014	
  
Putney	
  School	
  
Putney,	
  VT	
  
 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	
  
Glenn	
  Lower	
  
  President	
  &	
  Chair	
  
of	
  the	
  Board	
  
  General	
  Manager	
  
Middlebury	
  Natural	
  
Foods	
  Co-­‐op	
  
NFCA	
  Annual	
  Meeting,	
  2014	
  
BOARD	
  OF	
  DIRECTORS	
  REPORT	
  
 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	
  
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	
  
Roger	
  Noonan,	
  
New	
  England	
  
Farmers	
  Union	
  
GUEST	
  SPEAKER	
  
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	
  
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	
  
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	
  
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.	
  
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	
  
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	
  
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	
  
NFCA	
  Annual	
  Meeting,	
  2014	
  
MORNING	
  BREAK	
  
Thank	
  you	
  to	
  our	
  partners	
  for	
  their	
  support.	
  
2013	
  activities	
  
&	
  priorities	
  for	
  
2014	
  
STAFF	
  REPORT	
  
Priorities	
  for	
  2013…	
  
 Network	
  
Partnerships	
  
 Marketing	
  &	
  
Outreach	
  
 Regional	
  Sourcing	
  
 Organizational	
  
Development	
  
…Context:	
  The	
  Co-­‐
operative	
  Decade	
  
NFCA	
  Annual	
  Meeting,	
  2014	
  
STAFF	
  REPORT	
  
  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	
  
NFCA	
  Annual	
  Meeting,	
  2014	
  
ORGANIC	
  VALLEY	
  FARM	
  TOUR,	
  2013	
  
•  Ads	
  &	
  Press:	
  Co-­‐op	
  
Decade	
  &	
  Food	
  
Security	
  
•  Materials:	
  Projects,	
  
Member	
  Resources	
  
•  Regional	
  Events:	
  
Integrating	
  Co-­‐ops	
  
into	
  the	
  Dialog	
  
•  Educational	
  
Initiatives:	
  UMASS	
  
Co-­‐op	
  Certificate	
  
NFCA	
  Annual	
  Meeting,	
  2014	
  
MARKETING	
  &	
  OUTREACH	
  
 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	
  
 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	
  
 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	
  
 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	
  
 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	
  
 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	
  
OVERALL	
  VOLUME	
  
 City	
  Market	
  /	
  Onion	
  
River	
  Co-­‐op	
  (VT)	
  
 Co-­‐op	
  Food	
  Stores	
  /	
  
Hanover	
  Co-­‐op	
  (NH,	
  
VT)	
  
 Brattleboro	
  Food	
  
Co-­‐op	
  (VT)	
  
VOLUME	
  /	
  REVENUE	
  
 Upper	
  Valley	
  Food	
  
Co-­‐op	
  (VT)	
  
 Putney	
  Food	
  Co-­‐op	
  
(VT)	
  
 Wild	
  Oats	
  Co-­‐op	
  
(MA)	
  
NFCA	
  Annual	
  Meeting,	
  2014	
  
CAVE	
  TO	
  CO-­‐OP	
  ALL-­‐STARS,	
  2013	
  
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	
  
 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	
  
NFCA	
  Annual	
  Meeting,	
  2014	
  
PEER	
  TO	
  PEER	
  COLLABORATION	
  
NFCA	
  Annual	
  Meeting,	
  2014	
  
FOOD	
  CO-­‐OPS	
  &	
  HEALTHY	
  FOOD	
  ACCESS	
  
 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	
  
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!	
  
NFCA	
  Annual	
  Meeting,	
  2014	
  
QUESTIONS,	
  FEEDBACK,	
  IDEAS?	
  
Small	
  group	
  
activity	
  on	
  
the	
  ICA’s	
  
Guidance	
  
Notes	
  
NFCA	
  Annual	
  Meeting,	
  2014	
  
BRINGING	
  	
  
THE	
  CO-­‐OPERATIVE	
  
PRINCIPLES	
  TO	
  LIFE	
  
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	
  
NFCA	
  Annual	
  Meeting,	
  2014	
  
STRATEGY	
  FOR	
  A	
  CO-­‐OPERATIVE	
  DECADE	
  
Sustainable	
  
Business	
  
Legal	
  
Framework	
  
Co-­‐op	
  
Capital 	
  	
  
Member	
  
Participation	
  
Co-­‐operative	
  
Identity	
  
 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	
  
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	
  
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	
  
Co-­‐operatives	
  work	
  for	
  the	
  sustainable	
  
development	
  of	
  their	
  communities	
  
through	
  policies	
  approved	
  by	
  their	
  
members.	
  
NFCA	
  Annual	
  Meeting,	
  2014	
  
CONCERN	
  FOR	
  COMMUNITY	
  
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	
  
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	
  
Dialog	
  and	
  
member	
  
networking	
  
NFCA	
  Annual	
  Meeting,	
  2014	
  
LUNCH:	
  	
  
THANK	
  YOU,	
  	
  
PUTNEY	
  FOOD	
  CO-­‐OP!	
  
	
  
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	
  
NFCA	
  Annual	
  Meeting,	
  2014	
  
LUNCH	
  &	
  NETWORKING	
  
Thank	
  you	
  to	
  our	
  partners	
  for	
  their	
  support.	
  
GMOs,	
  
Healthy	
  Food	
  
Access,	
  
Membership	
  
Development	
  
NFCA	
  Annual	
  Meeting,	
  2014	
  
AFTERNOON	
  
WORKSHOPS	
  
 GMO	
  Labeling:	
  What	
  
Can	
  Co-­‐ops	
  Do?	
  	
  
	
  (Class	
  Room)	
  
 Food	
  Co-­‐ops	
  &	
  Healthy	
  
Food	
  Access	
  
	
  (Meditation	
  Rm)	
  
 Get	
  over	
  the	
  Hump:	
  
Build	
  Your	
  
Membership	
  
Campaign	
  to	
  Scale	
  
	
  (Main	
  Room)	
  
NFCA	
  Annual	
  Meeting,	
  2014	
  
AFTERNOON	
  WORKSHOPS	
  
Building a Membership
Campaign to Scale
Suzi Carter
Director of Programs and Partnerships
	
  
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
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
What’s your experience with
member recruitment?
How would you describe your experience planning and
implementing membership campaigns?
  Novice
  Beginner
  Intermediate
  Expert
Why do member campaigns fail?
	
  
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?
The secret to successful
campaigns?
What if I told you that…
Storytelling = More Members ?
Four Cornerstones in Three Stages
LEADERSHIP
Taking responsibility for enabling others to achieve
shared purpose, in the face of uncertainty
Intro to Public Narrative
What is Public Narrative?"What is Public Narrative?
A princess sends two robots to find a veteran
warrior.
A farm boy blows up a space station.
Storytelling
CHALLENGE"
CHOICE" MORAL"
STAGNATION"
MOTIVATION"
Inertia"
Apathy"
Fear"
Isolation"
Self Doubt"
URGENCY"
ANGER"
HOPE"
SOLIDARITY"
YCMD"
•  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!
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
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
Intro to Planning a
Membership Recruitment Campaign
Membership	
  growth?	
  
0	
  
100	
  
200	
  
300	
  
400	
  
500	
  
600	
  
Membership growth?
Membership	
  (fantasy?)	
  
0	
  
100	
  
200	
  
300	
  
400	
  
500	
  
600	
  
Membership (fantasy?)
Membership	
  plateau	
  
0	
  
100	
  
200	
  
300	
  
400	
  
500	
  
600	
  
Membership plateau
Endowed	
  Rela:onal	
  Capacity	
  Endowed Relational Capacity
Low hanging fruit
Adop:on	
  curve	
  Adoption curve
…	
  vs.	
  Earned	
  Rela:onal	
  Capacity	
  …vs. Earned Relational Capacity	
  
In	
  the	
  long	
  run…	
  
0	
  
200	
  
400	
  
600	
  
800	
  
1000	
  
1200	
  
1400	
  
1600	
  
In the long run…
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
Campaign	
  planning	
  graph	
  
Resources	
  +	
  Intensity	
  
Time	
  
Campaign Planning Graph
Food	
  co-­‐op	
  campaign	
  
Stage	
  0	
  
Stage	
  1	
  
Stage	
  2A	
  
Stage	
  2B	
  
Stage	
  3A	
  
Stage	
  3B,C	
  
Stage	
  3D	
  
Resources	
  +	
  Intensity	
  
Time	
  
Food co-op campaign
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	
  
Time to build
your own
campaign!
Fun!	
  
Campaign	
  planning	
  graph	
  What yours might look like…
Campaign	
  planning	
  graph	
  Color Guide
PINK  Membership Goal
BLUE  Approach and Strategies
ORANGE  Tools and Resources
PURPLE  Measurements
One next step!
Go	
  us!	
  
FoodCoopInitiative.coop
Suzi Carter
Food Co-op Initiative
suzi@fci.coop
540-416-2667 (COOP)
More guides, webinars, toolkits, grants, and more available at:
Thank you!
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?
	
  
	
  
	
  
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
	
  
	
  
	
  
	
  
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.
	
  
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
	
  
	
  
	
  
	
  
	
  
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
	
  
	
  
	
  
	
  
	
  
	
  
	
  
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
	
  
	
  
	
  
	
  
	
  
	
  
Stage 2: Level 2
Earned Relationships (cont’d)
Talent:
•  Everyone from Level 1
•  Paid outreach/member recruitment coordinator
•  Private parties coordinator
•  Small events Coordinator
•  General volunteer coordinator
•  Presentations coordinator
•  PR/Media Team (1-4 people)
•  Photographers (on-call pipeline)
	
  
	
  
	
  
	
  
	
  
	
  
	
  
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
	
  
	
  
	
  
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
	
  
	
  
	
  
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
	
  
	
  
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
	
  
	
  
	
  
	
  
	
  
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.
	
  
	
  
	
  
	
  
NFCA	
  Annual	
  Meeting,	
  2014	
  
WRAP	
  UP	
  
Thank	
  you	
  to	
  our	
  partners	
  for	
  their	
  support.	
  
Our	
  candidates	
  
 Ed	
  King,	
  General	
  Manager,	
  Littleton	
  Food	
  
Co-­‐op	
  (NH)	
  
 Kay	
  Litten,	
  Board	
  of	
  Directors,	
  Co-­‐op	
  Food	
  
Stores	
  /	
  Hanover	
  Consumer	
  Co-­‐op	
  (NH,	
  VT)	
  
 Suzette	
  Snow-­‐Cobb,	
  Marketing	
  &	
  
Membership	
  Manager,	
  Franklin	
  Community	
  
Co-­‐op	
  (MA)	
  
 Joanne	
  Todd,	
  Board	
  of	
  Directors,	
  
Willimantic	
  Food	
  Co-­‐op	
  (CT)	
  
NFCA	
  Annual	
  Meeting,	
  2014	
  
BOARD	
  ELECTIONS	
  RESULTS	
  
NFCA	
  Annual	
  Meeting,	
  2014	
  
THANK	
  YOU,	
  ROBYN!	
  
 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	
  
NFCA	
  Annual	
  Meeting,	
  2014	
  
THANK	
  YOU!	
  
Thank	
  you	
  to	
  our	
  partners	
  for	
  their	
  support.	
  

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Neighboring Food Co-op Association Annual Meeting 2014

  • 1. 3rd  Annual  Meeting     29th  March  2014   Putney  School   Putney,  VT  
  • 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  
  • 6. Roger  Noonan,   New  England   Farmers  Union   GUEST  SPEAKER  
  • 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.  
  • 15. 2013  activities   &  priorities  for   2014   STAFF  REPORT  
  • 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  
  • 18. NFCA  Annual  Meeting,  2014   ORGANIC  VALLEY  FARM  TOUR,  2013  
  • 19. •  Ads  &  Press:  Co-­‐op   Decade  &  Food   Security   •  Materials:  Projects,   Member  Resources   •  Regional  Events:   Integrating  Co-­‐ops   into  the  Dialog   •  Educational   Initiatives:  UMASS   Co-­‐op  Certificate   NFCA  Annual  Meeting,  2014   MARKETING  &  OUTREACH  
  • 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  
  • 26. OVERALL  VOLUME    City  Market  /  Onion   River  Co-­‐op  (VT)    Co-­‐op  Food  Stores  /   Hanover  Co-­‐op  (NH,   VT)    Brattleboro  Food   Co-­‐op  (VT)   VOLUME  /  REVENUE    Upper  Valley  Food   Co-­‐op  (VT)    Putney  Food  Co-­‐op   (VT)    Wild  Oats  Co-­‐op   (MA)   NFCA  Annual  Meeting,  2014   CAVE  TO  CO-­‐OP  ALL-­‐STARS,  2013  
  • 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  
  • 29. NFCA  Annual  Meeting,  2014   PEER  TO  PEER  COLLABORATION  
  • 30. NFCA  Annual  Meeting,  2014   FOOD  CO-­‐OPS  &  HEALTHY  FOOD  ACCESS  
  • 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!  
  • 33. NFCA  Annual  Meeting,  2014   QUESTIONS,  FEEDBACK,  IDEAS?  
  • 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.  
  • 46. GMOs,   Healthy  Food   Access,   Membership   Development   NFCA  Annual  Meeting,  2014   AFTERNOON   WORKSHOPS  
  • 47.  GMO  Labeling:  What   Can  Co-­‐ops  Do?      (Class  Room)    Food  Co-­‐ops  &  Healthy   Food  Access    (Meditation  Rm)    Get  over  the  Hump:   Build  Your   Membership   Campaign  to  Scale    (Main  Room)   NFCA  Annual  Meeting,  2014   AFTERNOON  WORKSHOPS  
  • 48. Building a Membership Campaign to Scale Suzi Carter Director of Programs and Partnerships  
  • 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
  • 52. Why do member campaigns fail?  
  • 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?
  • 54. The secret to successful campaigns?
  • 55. What if I told you that… Storytelling = More Members ?
  • 56. Four Cornerstones in Three Stages
  • 57. LEADERSHIP Taking responsibility for enabling others to achieve shared purpose, in the face of uncertainty
  • 58. Intro to Public Narrative
  • 59. What is Public Narrative?"What is Public Narrative?
  • 60. A princess sends two robots to find a veteran warrior. A farm boy blows up a space station. Storytelling
  • 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
  • 66. Intro to Planning a Membership Recruitment Campaign
  • 67. Membership  growth?   0   100   200   300   400   500   600   Membership growth?
  • 68. Membership  (fantasy?)   0   100   200   300   400   500   600   Membership (fantasy?)
  • 69. Membership  plateau   0   100   200   300   400   500   600   Membership plateau
  • 70. Endowed  Rela:onal  Capacity  Endowed Relational Capacity
  • 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
  • 76. Campaign  planning  graph   Resources  +  Intensity   Time   Campaign Planning Graph
  • 77. Food  co-­‐op  campaign   Stage  0   Stage  1   Stage  2A   Stage  2B   Stage  3A   Stage  3B,C   Stage  3D   Resources  +  Intensity   Time   Food co-op campaign
  • 78.
  • 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  
  • 80. Time to build your own campaign! Fun!  
  • 81. Campaign  planning  graph  What yours might look like…
  • 82. Campaign  planning  graph  Color Guide PINK  Membership Goal BLUE  Approach and Strategies ORANGE  Tools and Resources PURPLE  Measurements
  • 83. One next step! Go  us!  
  • 84. FoodCoopInitiative.coop Suzi Carter Food Co-op Initiative suzi@fci.coop 540-416-2667 (COOP) More guides, webinars, toolkits, grants, and more available at: Thank you!
  • 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            
  • 91. Stage 2: Level 2 Earned Relationships (cont’d) Talent: •  Everyone from Level 1 •  Paid outreach/member recruitment coordinator •  Private parties coordinator •  Small events Coordinator •  General volunteer coordinator •  Presentations coordinator •  PR/Media Team (1-4 people) •  Photographers (on-call pipeline)              
  • 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.        
  • 97. NFCA  Annual  Meeting,  2014   WRAP  UP   Thank  you  to  our  partners  for  their  support.  
  • 98. Our  candidates    Ed  King,  General  Manager,  Littleton  Food   Co-­‐op  (NH)    Kay  Litten,  Board  of  Directors,  Co-­‐op  Food   Stores  /  Hanover  Consumer  Co-­‐op  (NH,  VT)    Suzette  Snow-­‐Cobb,  Marketing  &   Membership  Manager,  Franklin  Community   Co-­‐op  (MA)    Joanne  Todd,  Board  of  Directors,   Willimantic  Food  Co-­‐op  (CT)   NFCA  Annual  Meeting,  2014   BOARD  ELECTIONS  RESULTS  
  • 99. NFCA  Annual  Meeting,  2014   THANK  YOU,  ROBYN!  
  • 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.