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Non-Profit Leadership Strategy Project
              (A service learning community engagement leadership initiative)
                                 (‘hands- on experiential’)

YOUR NAME: Tarra Myers
YOUR EMAIL: tlm34@psu.edu

PennStateUniversity

                                  Strategy Diagnostic

Association Name: American Cancer Society
Address: 123 South Sparks Street
City: State College
State: Pennsylvania
Zip: 16801
Phone: 814-234-1023
Fax:
Web Site: www.cancer.org
Contacts name: Erin Louis
Email: erin.louis@cancer.org

Strategy Diagnostic

Major considerations: mission, goals, strategy, structure

   1. How are you going to add value to the customer, member or cause?
            I am going to add value to the organization by contributing my time to help
            out the biggest event “Relay for Life” in my area for the American Cancer
            Society. I plan to gather some friends and participate in the “Paint the
            town purple” event prior to the main Relay for Life event. The “Paint the
            town purple” event consists of going door to door hanging flyers out and
            hanging purple ribbons all through town. I also plan to assist in the “Relay
            for Life” event by changing out water, helping with trash and doing
            miscellaneous tasks needed. The American Cancer Society is always
            looking for volunteers I plan to add value to the organization by donating
            my time to help with the events.

   2. What are the critical tasks and key success factors you need to do it? Why or
      why not?
            Time and motivation are the critical tasks. I will need to fit these volunteer
            activities into my hectic schedule. I also plan to gather as many friends as
            possible to also donate their time to help “Paint the town purple.”
3. Do you have the right people? Why or why not?
         I have the right people. I have many friends that also volunteer at the
         Cancer Society events are willing to back me up with support

4. Do they have the right values? Why or why not?
         Yes, many of my friends have the same positive attitude as myself in
         helping out the Cancer Society.The American Cancer Society is wonderful
         organization striving to help the community in every way possible.

5. Do you have the right structures, system, practices and policies aligned
   (culture)? Why or why not?
          The Cancer Society holds events in my local neighborhood giving me a
          great opportunity to lend my services.

6. Are you making progress toward fulfilling your mission and meeting your goals?
   Why or why not?
         Yes, I have already participated in the daffodil sale at my workplace to
         help raise money for the American Cancer Society. I also have attended
         the monthly meetings for the event “Relay for Life.” The more I become
         involved with this organization the more I want to give and be assistance.

7. Are your activities achieving programmatic objectives and implementing
   strategies? Why or why not?
          My activities are achieving programmatic objectives and implanting
          strategies of brainstorming in ways to assist with the big events of my
          organization. I am currently using strategies to get my friends also
          involved with these events.


8. Do you have the resources-the capacity-to achieve your goals? Why or why not?
         The man resources needed to meet my goal is time. I am multitasking by
         using my hour long lunch break at work to work on my goals within the
         organization such as recruiting volunteers for events.

9. What metrics do you use to measure success? (e.g. growth in membership)
        The metrics used to measure success for this organization is how many
        donations are received for the organization to help with all the services the
        organization provides. I also measure my success in how many people I
        can get the word out to about the organization and the services they
        provide that many people are unaware of.


10. Will you please direct me to a copy of your latest annual report,
   membership survey along with a copy of your findings, analysis, and
   resulting strategies.
Financial Diagnostic

Major considerations: fundraising, fund/membership fee collection, processing and
distribution

   1. What is your total budget? There is no budget the organization is ran off of
      donations and grants. N/A

   2. What is the annual growth of budget over last five years? N/A

   3. What is the source of funds (breakdown by %)? – e.g. membership, sponsorship,
      events, grants, products and service, other non-dues revenue
            Contribution-$10,049,368
            Special Events-$30,852,042
            Legacies and bequest-$8,642,164
            Change of value in split-interest agreements-$850,037
            Merchandise and other in-kind contributions-$366,979
            Federated Fundraising Organizations-$1,461,678
            Grants from Government Agencies & Affiliates-$1,114,452
            Investment Income-$3,346,822
            Income from Exchange transactions (net)-$64,571
            Other Revenue-$3,983
            Total- $53,135, 112

                                                                          Income from
                               Grants from Investment     10,049,368        Exchange
                               Government        Income
                 Federated                                                transactions   Other Revenue
                                                   7%
                Fundraising Agencies & Affiliates                             (net)           0%
               Organizations        2%
                                                                               0%
                    3%
                           Merchandise and
                            other in-kind
                            contributions
                                 1%
                                                                Special
                                                                Events
              Change of value                                    66%
                                     Legacies and
              in split-interest
                                       bequest
                agreements
                                         19%
                     2%



   4. What are the expenses (breakdown by %)? – e.g. staff, programs, marketing,
      technology (web, database), operations
            19%-Patient support, 37%-Public support allocable to research and
            nationwide programs, 11%-prevention, 11%-detection/treatment, 2%-
            Management and general, 20%-Fundraising
Patient
                      Management       Fundraising   support
                      and general         20%          19%
                          2%
                    Detection/treat
                        ment
                         11%                                   Public support
                                                                 allocable to
                                                                research and
                              Prevention                         nationwide
                                 11%                              programs
                                                                     37%




Communications Diagnostic

Major considerations: External (e.g. government, public/media) and internal
constituencies

   1. How often do you communicate with members? the media? your legislators?
            Communication varies from event to event. Communication methods are
            offered 24/7/

   2. How often via: Face-to-face? Fax? Newsletter? Email? IM?
            Face-to-face communication varies this could be weekly or monthly.
            Fax is used upon request.
            Newsletters go out once a month.
            Email is used daily to weekly varying from situations.

   3. What does the membership prefer? Why?
             Most members prefer email and internet communication. Everyone has
            busy schedules so this allows members to read up on the organization in
            their free time.

Membership Diagnostic

Major considerations: membership development, customer service

   1. How many members do you have?East Central Division-
2. What has been the increase in members over the last 5 years?

             Increase in supporters, Most people know of the ACS but do not know
             what they actually do/

   3. What are your annual dues? There are no annual dues.

   4. What has been the increase in dues over the last 5 years?

   5. What tools do you use to increase membership? Dues?



Products and Services

Major considerations: Product/service development, developing and deploying
intellectual capital, special events planning (trade shows, seminars)

   1. What are your annual events? (trade shows, seminars, annual dinners)
            Relay for Life, College Relay for Life, Doffodil Days, DermiNation, Making
            Strides Against Breast Cancer, and Coach versus Cancer are the annual
            events held by the American Cancer Society.

   2. What are the budgets associated with each?
            All budgets are ran from donations and volunteers. Generally, 20 % of
            donations are contributed to these fundraising events.

   3. How much do you make on each event? What’s the margin on each?


   4. What are your major publications (membership directory, newsletter, annual
      report, etc.)?

   5. What is the revenue model for each?

   6. What are you most popular products? (What are you best know for?)
            Relay for Life number on signature event biggest Event within world held
            international, all types of cancer




Marketing
Major considerations: Interactive marketing, direct mail, advertising, database
management, affiliation/partnership development.

   1. How much do you spend on interactive marketing, direct mail, advertising,
      database management, affiliation/partnership development
      Tevelvison, direct market, mainly mail.

   2. What percentage of your budget do you spend on IT?

   3. Which of your major publications are available online? Cancer.org,
      relayforlife.org, andfacebook are all publications available online.

   4. What do you use your website for? (Recruit, communicate with members, the
      media, legislators, the public, pay dues, register for events, training, other?)
            The website is used for obtaining and giving information and resources,
            local resources, and receiving donations.

   5. How do you promote your website (list on print publications, etc.)
           All printed material and television commercials promote the website.

   6. What information do you collect from members? (contact info, email,
      preferences, development needs, communities of interest)
             Collect name , phone, address, email, race ethnicity, age are information
             that is gathered from members.

Board relations

Major considerations: board development, leveraging expertise and contacts

   1. What is the size of your board?
            National- 11 members, 400 volunteers, 24 directors (12 medical

   2. What is the diversity component of your board? (age, gender, race, etc.)


   3. How long is the avg. board tenure?
            2 year terms serve a maximum of 3 years


   4. Do you have an active board? (do they get involved with fundraising, recruiting
      members, recruiting other board members, providing information)

Organization

Major considerations: volunteer development, leadership development, staff
development
1. What are the necessary qualities and/or skills that a leader must have to be
   successful?

          Strong passion for what you do, story to follow through. Having necessary
          tools to succeed which American Cancer Society provides.

2. As a leader, what are your top three priorities in order of importance and why?

          Volunteersneeds and intentions are a top priority because the volunteers
          are the foundation to the organization.

          Necessary tools are vital to gets jobs done.

          Having right volunteer teams in place is also a priority because having the
          right people on the right comittees has a greater valued outcome.

3. What are your biggest challenges as a leader?
     a. All three top priorities are challenges and making sure have enough
         volunteers to fulfill needs.
4. What are the qualities and capabilities that are essential for leading?

          Qualities and capabilities essential for leading are making sure the
          volunteers has all essential tools to operate.



5. How do you attract and retain your talent?
        Train volunteers depending on each personality.
        Offer Volunteer tool kit which is a detailed kit with proper information given
        to volunteers.
        Present this information
        Needs are fulfilled
        Give mission moments
        Show where thehardworkdone by the organization goes.

6. How do you develop your leaders?
        Each leader is development by their own motivation and drive.


7. How do you recruit volunteers?
        Volunteer to volunteer , who do you know
        Volunteer comes to organization
        People call in
        Publications- write letters to editor, send out mail, networking,

8. What kind of training does your staff get?
Training for all comitees, specific training, reconongization personal touch
              call them to check on them, try to develop relationship

              Newsletters depends on Fighting Back newletters hard copy twice a
              yearsm e newsletter 4 times a year, Power of Purple quarterly basis.

   9. What are your biggest concerns? (could be strategic planning, marketing,
      financial strength, operational efficiency information systems, program diversity,
      and organizational development, or other)
             Case by case basis, income standpoint make sure completing goals
             Health inniciative making goals feel good look good sessions able to
             provide services based on cancer diagonis on each county.

NEW

1. What are you doing differently since the financial meltdown in 2008-2009? Why?
   How? Etc
             No, always keep in the back in minds, fundraising is hurting


2. How are these ongoing government and financial events impacting you?
Positively?Negatively?
             Government funding- Cancer Action Network

   4. How is this changing the way you

All number one volunteers paid staff not
Do it for own passion husband diagnosed
Volunteers passions keeps motivated.

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Non profit leadership strategy project

  • 1. Non-Profit Leadership Strategy Project (A service learning community engagement leadership initiative) (‘hands- on experiential’) YOUR NAME: Tarra Myers YOUR EMAIL: tlm34@psu.edu PennStateUniversity Strategy Diagnostic Association Name: American Cancer Society Address: 123 South Sparks Street City: State College State: Pennsylvania Zip: 16801 Phone: 814-234-1023 Fax: Web Site: www.cancer.org Contacts name: Erin Louis Email: erin.louis@cancer.org Strategy Diagnostic Major considerations: mission, goals, strategy, structure 1. How are you going to add value to the customer, member or cause? I am going to add value to the organization by contributing my time to help out the biggest event “Relay for Life” in my area for the American Cancer Society. I plan to gather some friends and participate in the “Paint the town purple” event prior to the main Relay for Life event. The “Paint the town purple” event consists of going door to door hanging flyers out and hanging purple ribbons all through town. I also plan to assist in the “Relay for Life” event by changing out water, helping with trash and doing miscellaneous tasks needed. The American Cancer Society is always looking for volunteers I plan to add value to the organization by donating my time to help with the events. 2. What are the critical tasks and key success factors you need to do it? Why or why not? Time and motivation are the critical tasks. I will need to fit these volunteer activities into my hectic schedule. I also plan to gather as many friends as possible to also donate their time to help “Paint the town purple.”
  • 2. 3. Do you have the right people? Why or why not? I have the right people. I have many friends that also volunteer at the Cancer Society events are willing to back me up with support 4. Do they have the right values? Why or why not? Yes, many of my friends have the same positive attitude as myself in helping out the Cancer Society.The American Cancer Society is wonderful organization striving to help the community in every way possible. 5. Do you have the right structures, system, practices and policies aligned (culture)? Why or why not? The Cancer Society holds events in my local neighborhood giving me a great opportunity to lend my services. 6. Are you making progress toward fulfilling your mission and meeting your goals? Why or why not? Yes, I have already participated in the daffodil sale at my workplace to help raise money for the American Cancer Society. I also have attended the monthly meetings for the event “Relay for Life.” The more I become involved with this organization the more I want to give and be assistance. 7. Are your activities achieving programmatic objectives and implementing strategies? Why or why not? My activities are achieving programmatic objectives and implanting strategies of brainstorming in ways to assist with the big events of my organization. I am currently using strategies to get my friends also involved with these events. 8. Do you have the resources-the capacity-to achieve your goals? Why or why not? The man resources needed to meet my goal is time. I am multitasking by using my hour long lunch break at work to work on my goals within the organization such as recruiting volunteers for events. 9. What metrics do you use to measure success? (e.g. growth in membership) The metrics used to measure success for this organization is how many donations are received for the organization to help with all the services the organization provides. I also measure my success in how many people I can get the word out to about the organization and the services they provide that many people are unaware of. 10. Will you please direct me to a copy of your latest annual report, membership survey along with a copy of your findings, analysis, and resulting strategies.
  • 3. Financial Diagnostic Major considerations: fundraising, fund/membership fee collection, processing and distribution 1. What is your total budget? There is no budget the organization is ran off of donations and grants. N/A 2. What is the annual growth of budget over last five years? N/A 3. What is the source of funds (breakdown by %)? – e.g. membership, sponsorship, events, grants, products and service, other non-dues revenue Contribution-$10,049,368 Special Events-$30,852,042 Legacies and bequest-$8,642,164 Change of value in split-interest agreements-$850,037 Merchandise and other in-kind contributions-$366,979 Federated Fundraising Organizations-$1,461,678 Grants from Government Agencies & Affiliates-$1,114,452 Investment Income-$3,346,822 Income from Exchange transactions (net)-$64,571 Other Revenue-$3,983 Total- $53,135, 112 Income from Grants from Investment 10,049,368 Exchange Government Income Federated transactions Other Revenue 7% Fundraising Agencies & Affiliates (net) 0% Organizations 2% 0% 3% Merchandise and other in-kind contributions 1% Special Events Change of value 66% Legacies and in split-interest bequest agreements 19% 2% 4. What are the expenses (breakdown by %)? – e.g. staff, programs, marketing, technology (web, database), operations 19%-Patient support, 37%-Public support allocable to research and nationwide programs, 11%-prevention, 11%-detection/treatment, 2%- Management and general, 20%-Fundraising
  • 4. Patient Management Fundraising support and general 20% 19% 2% Detection/treat ment 11% Public support allocable to research and Prevention nationwide 11% programs 37% Communications Diagnostic Major considerations: External (e.g. government, public/media) and internal constituencies 1. How often do you communicate with members? the media? your legislators? Communication varies from event to event. Communication methods are offered 24/7/ 2. How often via: Face-to-face? Fax? Newsletter? Email? IM? Face-to-face communication varies this could be weekly or monthly. Fax is used upon request. Newsletters go out once a month. Email is used daily to weekly varying from situations. 3. What does the membership prefer? Why? Most members prefer email and internet communication. Everyone has busy schedules so this allows members to read up on the organization in their free time. Membership Diagnostic Major considerations: membership development, customer service 1. How many members do you have?East Central Division-
  • 5. 2. What has been the increase in members over the last 5 years? Increase in supporters, Most people know of the ACS but do not know what they actually do/ 3. What are your annual dues? There are no annual dues. 4. What has been the increase in dues over the last 5 years? 5. What tools do you use to increase membership? Dues? Products and Services Major considerations: Product/service development, developing and deploying intellectual capital, special events planning (trade shows, seminars) 1. What are your annual events? (trade shows, seminars, annual dinners) Relay for Life, College Relay for Life, Doffodil Days, DermiNation, Making Strides Against Breast Cancer, and Coach versus Cancer are the annual events held by the American Cancer Society. 2. What are the budgets associated with each? All budgets are ran from donations and volunteers. Generally, 20 % of donations are contributed to these fundraising events. 3. How much do you make on each event? What’s the margin on each? 4. What are your major publications (membership directory, newsletter, annual report, etc.)? 5. What is the revenue model for each? 6. What are you most popular products? (What are you best know for?) Relay for Life number on signature event biggest Event within world held international, all types of cancer Marketing
  • 6. Major considerations: Interactive marketing, direct mail, advertising, database management, affiliation/partnership development. 1. How much do you spend on interactive marketing, direct mail, advertising, database management, affiliation/partnership development Tevelvison, direct market, mainly mail. 2. What percentage of your budget do you spend on IT? 3. Which of your major publications are available online? Cancer.org, relayforlife.org, andfacebook are all publications available online. 4. What do you use your website for? (Recruit, communicate with members, the media, legislators, the public, pay dues, register for events, training, other?) The website is used for obtaining and giving information and resources, local resources, and receiving donations. 5. How do you promote your website (list on print publications, etc.) All printed material and television commercials promote the website. 6. What information do you collect from members? (contact info, email, preferences, development needs, communities of interest) Collect name , phone, address, email, race ethnicity, age are information that is gathered from members. Board relations Major considerations: board development, leveraging expertise and contacts 1. What is the size of your board? National- 11 members, 400 volunteers, 24 directors (12 medical 2. What is the diversity component of your board? (age, gender, race, etc.) 3. How long is the avg. board tenure? 2 year terms serve a maximum of 3 years 4. Do you have an active board? (do they get involved with fundraising, recruiting members, recruiting other board members, providing information) Organization Major considerations: volunteer development, leadership development, staff development
  • 7. 1. What are the necessary qualities and/or skills that a leader must have to be successful? Strong passion for what you do, story to follow through. Having necessary tools to succeed which American Cancer Society provides. 2. As a leader, what are your top three priorities in order of importance and why? Volunteersneeds and intentions are a top priority because the volunteers are the foundation to the organization. Necessary tools are vital to gets jobs done. Having right volunteer teams in place is also a priority because having the right people on the right comittees has a greater valued outcome. 3. What are your biggest challenges as a leader? a. All three top priorities are challenges and making sure have enough volunteers to fulfill needs. 4. What are the qualities and capabilities that are essential for leading? Qualities and capabilities essential for leading are making sure the volunteers has all essential tools to operate. 5. How do you attract and retain your talent? Train volunteers depending on each personality. Offer Volunteer tool kit which is a detailed kit with proper information given to volunteers. Present this information Needs are fulfilled Give mission moments Show where thehardworkdone by the organization goes. 6. How do you develop your leaders? Each leader is development by their own motivation and drive. 7. How do you recruit volunteers? Volunteer to volunteer , who do you know Volunteer comes to organization People call in Publications- write letters to editor, send out mail, networking, 8. What kind of training does your staff get?
  • 8. Training for all comitees, specific training, reconongization personal touch call them to check on them, try to develop relationship Newsletters depends on Fighting Back newletters hard copy twice a yearsm e newsletter 4 times a year, Power of Purple quarterly basis. 9. What are your biggest concerns? (could be strategic planning, marketing, financial strength, operational efficiency information systems, program diversity, and organizational development, or other) Case by case basis, income standpoint make sure completing goals Health inniciative making goals feel good look good sessions able to provide services based on cancer diagonis on each county. NEW 1. What are you doing differently since the financial meltdown in 2008-2009? Why? How? Etc No, always keep in the back in minds, fundraising is hurting 2. How are these ongoing government and financial events impacting you? Positively?Negatively? Government funding- Cancer Action Network 4. How is this changing the way you All number one volunteers paid staff not Do it for own passion husband diagnosed Volunteers passions keeps motivated.