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– Working together to get things done

– Building a Team, Structure & keeping it going

– OTC Matching Grant

– VISION Draft Review, Niche Markets

– Action Teams Sign up during lunch
Action Team Planning:
• Action Team Description

• Action Team Strategies

• Action Team Planning Step by Step

• Action Team Budget & Fundraising

• Coordinating Action Team Work
INTRODUCTIONS


• Name
• Organization
• Why you are here today
• What is your Favorite way to raise money
  ….
Complete A …to Z
       (10 minutes)

Using objects you have ON
YOU (backpack, purses OK)
at your table.

First group to finish shout!
A small number of people
with complementary skills
who are committed to a
common purpose,
performance goals, and
approach for which they are
mutually accountable.
“A mutually beneficial and well structured group of
  individuals with a common purpose working to
    attain results they are more likely to achieve
                 together, than alone.”
A TEAM is the dynamic expression of a
        collaborative effort
LOWEST                         HIGHEST



                       Collaboration
                 Partnership
           Cooperation
      Coordination
 Networking
What are some benefits and challenges we
encounter when working in a collaboration?
Why collaborate ….. And when?
Relationship

Task
Project Implementation
                                  (Task)



            Project
        Implementation
            (Task)
                         Relationship
                           (Team)


Team



       Too Much Focus      Too Much Focus
        on the Project       on the Team
1. List the Top 3 successful Local Collaborations in
your community and what made them successful.
2. Report back to the group.

List of Collaborations    Reasons for their success
1.                        1.
2.                        2.
3.                        3.
1. 2 columns listing examples of Challenges in your
community and Better Ways to handle such challenges.
2. Report top 3 back to large group.

CHALLENGES              BETTER WAYS
1.                      1.
2.                      2.
3.                      3.
1. Collaboration is always good.
2. We should all start collaborating…NOW!
3. Collaboration saves money.
4. The parties in a collaboration must have equal power.
5. The main reason to collaborate is because funders like
   to fund collaborations.
6. Collaborations must have written agreements.
7. A written agreement is a guarantee against any problem.
8. If you try hard enough, you can make any collaboration
   work.
1.   Marriage is always good.
2. We should all get married ….
3. Marriage saves money.
4. The parties in a Marriage shall have equal power.
5. The main reason to Marry is because we get to keep the
   gifts.
6. Married people shall have written agreements.
7. In a Marriage a written agreement is a guarantee against
   any/all problems.
8. If you try hard enough, you can make any Marriage
   work….
Collaboration Barriers

 Time
                     Turf


Trust

                       Trusses

        Transition
Collaboration Barriers

Time: it takes a long time to develop a collaboration
Turf: perceived or real threats (imbalance of benefits received )
Trust: prior or current relationships (lack of understanding)
Trusses: lack of structure (correct members, self-interest, roles,
decision making, communication, …)

Transition: must have a plan (to ensure continuity &
sustainability)
• Ideology: often leaves little room for the flexibility
needed
• Leadership: if no one has enough power to bring or
keep the group together …. It may fail.
• Power: we must equally value different powers
• History: historical disagreements make things hard
• Tokenism: funders require teamwork, thus we get
together …..
1. The scope of the collaborative project is clearly
defined.
2. Each partner knows how the collaboration will
advance the interests of his/her organization or
business.
.
3. Role and responsibilities have been defined;
mechanisms for communication and joint
accountability are in place.
4. The relationship works: there is structure, trust
and respect among the key players to support the
level of risk and interdependence involved in the
project.
The bigger picture drives the
Collaborative TEAM’s actions.
Team members exists to serve
the bigger picture.
Decision making is a deliberate (mental) processes
leading to the selection of one course of action
(opinion) chosen among several alternatives.
Unilateral
                          Consensus



             Democratic
A Decision-Making Protocol is a key element of
group collaboration




Always agree how to decide and what criteria will
be used…. Before you start.
$10,000 available of a Matching Grant offered by
Travel Oregon to your community to develop 1-3
Tourism Project(s).
“ For projects that contribute to the development
and improvement of local economies and
communities throughout the state by means of the
enhancement, expansion and promotion of the
visitor industry.”
$10,000 available of a Matching Grant offered by
Travel Oregon to your community to develop one
(and possibly more than one) Tourism Project. The
Criteria are:
 Submitted by (date)
 Support priorities of RTS
 Viability (financial, time, applicant’s ability)
 Potential for Economic Impact
BREAK
If you could bring with you just one
thing, what would it be?
What if you could get 2, 3, 4 ….
things?
Prioritize your list of 14 objects
First [ 3 min.] on your own read Individual
Instructions
Then [7 min] Group Instructions with your
group
• What helped make a decision?
• What got in the way?
• Was there much conflict?
• Did you reach consensus? If not?
• Could you apply something from today to
those groups in the future?
• What would you do differently?
1.   Shaving mirror
2.   Two-gallon can of oil-gas mixture
3.   Five-gallon can of water
4.   One case of U.S. Army MREs
5.   Twenty square feet of opaque plastic
6.   Two boxes of chocolate bars
7.   Fishing kit
8.   Fifteen feet of nylon rope
9.   …..
Riding the Rapids of     Central Oregon – We
River Canyon Country’s   Got an App for That
                         (beautiful scenery sitting under the tree
Economic Growth          with an iPad)
River Canyon Country –    Central Oregon River
Where Past Meets Future   Canyon Country – The
                          Recipes for Success
River Canyon Country ‐         Escape to the Extraordinary
                               “Central Oregon’s River Canyon Country
First Adventure‐mental Park!   Blends old west and Native heritage with
                               cutting edge eco‐tourism experiences”
Top 5 Great Destinations RCC – From a Salmon
that You Never Thought Bake to a T‐Bone Steak
of They need to be on your “must do        Cultural history,
list”. Dillon Mt, Amish Ohio, River Canyon
Country, Weed, CA, New Orleans, LA
                                           economy and outdoor
RTS – Workshops Recap
               Priority Projects
1. Community Tourism Visioning & Planning,
   Madras | Tuesday, November 6-7, 2012
2. Agri & Cultural Tourism, Prineville | Tuesday,
   December 4-5, 2012
3. Outdoor Recreation Development, “Un-
   Cork Your Business”,
4. Tourism Potential Event Bicycle Tourism
   Development Madras | Tuesday, January 8-9, 2013
5. Marketing on a Shoestring January 29
During lunch – self-select one ACTION TEAM
you would like to participate in.
We are now going to operate under the
 assumption that, from this point forth, TEAMS
 (and not individuals) are going to be the unit of
 ORTS in River Canyon Country.
Action Team

 Tourism
 Steering   Action Team
committee

              ……..
• Doable & Enduring Project in 1-2 years

• Has a Champion – willing to collaborate to see its

  completion

• Needed and necessary to fulfill the VISION
• Regional Marketing [Jack, Sarah, Cristie, Serenia, Kim,

   Aurolynn, Tory, Don, Kristi, ….]


• Team Biking [Maura, Seth, Joe, Stephen, Stan]

• Workforce Education/Development [Brenda, Patricia]

• Product Development [ Jack, …]
• Team Name:         ______________________________

• Team Goal(s): _______________________________

• Scope of work (what is your Team responsible for): __________

• Assets:     ___________________________________

• Weaknesses: ________________________________

• Who might be recruited from within your class to fill the
   gap? _______________________________________
• Communication: _____________________________
• Decision Protocols: how your Action Team will make
  team decisions? ______________________________
  • (e.g., consensus majority vote, in meetings only, people
     not present must abide by decisions, proxy votes, etc.)
  • Team Decisions
  • Group Decisions
• Group Meetings ________________________
  • Action Teams
  • Whole Group (Umbrella Steering Comm.)
• Interdependencies: ___________________
BREAK
Strategy: 1._____________________________________
          2._____________________________________
          3._____________________________________
Action Steps:
       A._____________________________________
       B._____________________________________
       C._____________________________________

Action Team Members ___________ Roles ___________
Using Worksheets 1 -4 with your Action Teams

     Discuss and record:
1)   Choose project (if more than one)
2)   Discuss Costs & Create Expense Budget
3)   Create Income Budget and Income Strategies
4)   Create Action Plan for each strategy

NOTE – please return copy to your Trainer
In your Action Team:
• Define your top priority project (s) ( if you have
more than one)
• Brainstorm a list your Action Team assets using
Worksheet 1
Selected Projects should be:
• practical
• beneficial
• doable
• almost shovel ready (achievable in the next year
Short Term or Medium Term 2-5 years)
• able to generate community “buy in”
• consider connectivity
• …….
On a Flip Chart, brainstorm all the costs associated
  with your project [use Worksheet 2 (bottom half)
  to create an expense budget]:
                       • Construction?
                       • Marketing?
                       • Printing?
                       • Raw Materials?
                       • Permits?
Create an expense budget
              Income    Cash    In-Kind    Total
Grants                 $5,000             $5,000
Sponsors                        $1,100    $1,100
Fundraising            $2,000             $2,000
In-Kind Labor                   $3,500    $3,500


Total Income           $7,000   $4,600    $11,600


           Expenses    Cash     In-Kind    Total
Tree Planting          $1,500   $1,200    $2,700
Fencing                $2,500   $2,800    $5,300
Brick Wall             $3,000   $600      $3,600


Total Expenses         $7,000   $4,600    $11,600
1. Brainstorm a list of fundraising strategies / income
    sources
   • Hint: look back at your assets!!!
   • Don’t forget about TO Matching Grant!
   • In-Kind and Cash
2. Rank Strategies: Screen and prioritize top 5
   strategies. Determine which strategies best match
   budget your project needs. Worksheet 3.
3. Create an Income Budget Use top Half of Worksheet
   2.
Income     Cash    In-Kind    Total
Grants            $5,000             $5,000
Sponsors                   $1,100    $1,100
Fundraising       $2,000             $2,000
In-Kind Labor              $3,500    $3,500

Total Income      $7,000   $4,600    $11,600

       Expenses   Cash     In-Kind    Total
Tree Planting     $1,500   $1,200     $2,700
Fencing           $2,500   $2,800     $5,300
Brick Wall        $3,000    $600      $3,600

Total Expenses    $7,000   $4,600    $11,600
Using Worksheet 4 develop an Action Plan
for one (or more) Fundraising Strategy your
Action Team has identified.(from Worksheet
3).

1. Select one Strategy from Worksheet 3
2. Identify: Time Frame, Budget,
   Responsible Party, Collaborators …
3. Repeat for each Strategy (if time allows it)
Thank you and Good Luck!


         Dr. Maurizio Valerio
         Regional Program Coordinator
         Rural Development Initiatives
         541-519-3902
         mvalerio@rdiinc.org
          ...builds leadership networks and
                  rural communities
Community Tourism Kickoff event at

Brasada Ranch in Powell Butte

5:00pm-7:00pm.
1. Events: current, historic or cultural

2. Locations: man-made and natural environments

3. Properties: sites and facilities

4. Materials: guides, books, maps (fulfillment
   pieces and promotional give-away)

5. Operations: controlled functions and activities
   that attract and/or accommodate people

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RCC - Teaming for Success Workshop Presentation

  • 1.
  • 2. – Working together to get things done – Building a Team, Structure & keeping it going – OTC Matching Grant – VISION Draft Review, Niche Markets – Action Teams Sign up during lunch
  • 3. Action Team Planning: • Action Team Description • Action Team Strategies • Action Team Planning Step by Step • Action Team Budget & Fundraising • Coordinating Action Team Work
  • 4. INTRODUCTIONS • Name • Organization • Why you are here today • What is your Favorite way to raise money ….
  • 5. Complete A …to Z (10 minutes) Using objects you have ON YOU (backpack, purses OK) at your table. First group to finish shout!
  • 6. A small number of people with complementary skills who are committed to a common purpose, performance goals, and approach for which they are mutually accountable.
  • 7. “A mutually beneficial and well structured group of individuals with a common purpose working to attain results they are more likely to achieve together, than alone.”
  • 8. A TEAM is the dynamic expression of a collaborative effort
  • 9. LOWEST HIGHEST  Collaboration  Partnership  Cooperation  Coordination  Networking
  • 10. What are some benefits and challenges we encounter when working in a collaboration? Why collaborate ….. And when?
  • 12. Project Implementation (Task) Project Implementation (Task) Relationship (Team) Team Too Much Focus Too Much Focus on the Project on the Team
  • 13. 1. List the Top 3 successful Local Collaborations in your community and what made them successful. 2. Report back to the group. List of Collaborations Reasons for their success 1. 1. 2. 2. 3. 3.
  • 14. 1. 2 columns listing examples of Challenges in your community and Better Ways to handle such challenges. 2. Report top 3 back to large group. CHALLENGES BETTER WAYS 1. 1. 2. 2. 3. 3.
  • 15. 1. Collaboration is always good. 2. We should all start collaborating…NOW! 3. Collaboration saves money. 4. The parties in a collaboration must have equal power. 5. The main reason to collaborate is because funders like to fund collaborations. 6. Collaborations must have written agreements. 7. A written agreement is a guarantee against any problem. 8. If you try hard enough, you can make any collaboration work.
  • 16. 1. Marriage is always good. 2. We should all get married …. 3. Marriage saves money. 4. The parties in a Marriage shall have equal power. 5. The main reason to Marry is because we get to keep the gifts. 6. Married people shall have written agreements. 7. In a Marriage a written agreement is a guarantee against any/all problems. 8. If you try hard enough, you can make any Marriage work….
  • 17. Collaboration Barriers Time Turf Trust Trusses Transition
  • 18. Collaboration Barriers Time: it takes a long time to develop a collaboration Turf: perceived or real threats (imbalance of benefits received ) Trust: prior or current relationships (lack of understanding) Trusses: lack of structure (correct members, self-interest, roles, decision making, communication, …) Transition: must have a plan (to ensure continuity & sustainability)
  • 19. • Ideology: often leaves little room for the flexibility needed • Leadership: if no one has enough power to bring or keep the group together …. It may fail. • Power: we must equally value different powers • History: historical disagreements make things hard • Tokenism: funders require teamwork, thus we get together …..
  • 20. 1. The scope of the collaborative project is clearly defined.
  • 21. 2. Each partner knows how the collaboration will advance the interests of his/her organization or business. .
  • 22. 3. Role and responsibilities have been defined; mechanisms for communication and joint accountability are in place.
  • 23. 4. The relationship works: there is structure, trust and respect among the key players to support the level of risk and interdependence involved in the project.
  • 24. The bigger picture drives the Collaborative TEAM’s actions. Team members exists to serve the bigger picture.
  • 25. Decision making is a deliberate (mental) processes leading to the selection of one course of action (opinion) chosen among several alternatives.
  • 26. Unilateral Consensus Democratic
  • 27. A Decision-Making Protocol is a key element of group collaboration Always agree how to decide and what criteria will be used…. Before you start.
  • 28. $10,000 available of a Matching Grant offered by Travel Oregon to your community to develop 1-3 Tourism Project(s). “ For projects that contribute to the development and improvement of local economies and communities throughout the state by means of the enhancement, expansion and promotion of the visitor industry.”
  • 29. $10,000 available of a Matching Grant offered by Travel Oregon to your community to develop one (and possibly more than one) Tourism Project. The Criteria are:  Submitted by (date)  Support priorities of RTS  Viability (financial, time, applicant’s ability)  Potential for Economic Impact
  • 30. BREAK
  • 31.
  • 32.
  • 33. If you could bring with you just one thing, what would it be? What if you could get 2, 3, 4 …. things? Prioritize your list of 14 objects First [ 3 min.] on your own read Individual Instructions Then [7 min] Group Instructions with your group
  • 34. • What helped make a decision? • What got in the way? • Was there much conflict? • Did you reach consensus? If not? • Could you apply something from today to those groups in the future? • What would you do differently?
  • 35. 1. Shaving mirror 2. Two-gallon can of oil-gas mixture 3. Five-gallon can of water 4. One case of U.S. Army MREs 5. Twenty square feet of opaque plastic 6. Two boxes of chocolate bars 7. Fishing kit 8. Fifteen feet of nylon rope 9. …..
  • 36. Riding the Rapids of Central Oregon – We River Canyon Country’s Got an App for That (beautiful scenery sitting under the tree Economic Growth with an iPad)
  • 37. River Canyon Country – Central Oregon River Where Past Meets Future Canyon Country – The Recipes for Success
  • 38. River Canyon Country ‐ Escape to the Extraordinary “Central Oregon’s River Canyon Country First Adventure‐mental Park! Blends old west and Native heritage with cutting edge eco‐tourism experiences”
  • 39. Top 5 Great Destinations RCC – From a Salmon that You Never Thought Bake to a T‐Bone Steak of They need to be on your “must do Cultural history, list”. Dillon Mt, Amish Ohio, River Canyon Country, Weed, CA, New Orleans, LA economy and outdoor
  • 40. RTS – Workshops Recap Priority Projects 1. Community Tourism Visioning & Planning, Madras | Tuesday, November 6-7, 2012 2. Agri & Cultural Tourism, Prineville | Tuesday, December 4-5, 2012 3. Outdoor Recreation Development, “Un- Cork Your Business”, 4. Tourism Potential Event Bicycle Tourism Development Madras | Tuesday, January 8-9, 2013 5. Marketing on a Shoestring January 29
  • 41. During lunch – self-select one ACTION TEAM you would like to participate in.
  • 42. We are now going to operate under the assumption that, from this point forth, TEAMS (and not individuals) are going to be the unit of ORTS in River Canyon Country.
  • 43. Action Team Tourism Steering Action Team committee ……..
  • 44. • Doable & Enduring Project in 1-2 years • Has a Champion – willing to collaborate to see its completion • Needed and necessary to fulfill the VISION
  • 45. • Regional Marketing [Jack, Sarah, Cristie, Serenia, Kim, Aurolynn, Tory, Don, Kristi, ….] • Team Biking [Maura, Seth, Joe, Stephen, Stan] • Workforce Education/Development [Brenda, Patricia] • Product Development [ Jack, …]
  • 46. • Team Name: ______________________________ • Team Goal(s): _______________________________ • Scope of work (what is your Team responsible for): __________ • Assets: ___________________________________ • Weaknesses: ________________________________ • Who might be recruited from within your class to fill the gap? _______________________________________
  • 47. • Communication: _____________________________ • Decision Protocols: how your Action Team will make team decisions? ______________________________ • (e.g., consensus majority vote, in meetings only, people not present must abide by decisions, proxy votes, etc.) • Team Decisions • Group Decisions • Group Meetings ________________________ • Action Teams • Whole Group (Umbrella Steering Comm.) • Interdependencies: ___________________
  • 48. BREAK
  • 49. Strategy: 1._____________________________________ 2._____________________________________ 3._____________________________________ Action Steps: A._____________________________________ B._____________________________________ C._____________________________________ Action Team Members ___________ Roles ___________
  • 50. Using Worksheets 1 -4 with your Action Teams Discuss and record: 1) Choose project (if more than one) 2) Discuss Costs & Create Expense Budget 3) Create Income Budget and Income Strategies 4) Create Action Plan for each strategy NOTE – please return copy to your Trainer
  • 51. In your Action Team: • Define your top priority project (s) ( if you have more than one) • Brainstorm a list your Action Team assets using Worksheet 1
  • 52. Selected Projects should be: • practical • beneficial • doable • almost shovel ready (achievable in the next year Short Term or Medium Term 2-5 years) • able to generate community “buy in” • consider connectivity • …….
  • 53. On a Flip Chart, brainstorm all the costs associated with your project [use Worksheet 2 (bottom half) to create an expense budget]: • Construction? • Marketing? • Printing? • Raw Materials? • Permits?
  • 54. Create an expense budget Income Cash In-Kind Total Grants $5,000 $5,000 Sponsors $1,100 $1,100 Fundraising $2,000 $2,000 In-Kind Labor $3,500 $3,500 Total Income $7,000 $4,600 $11,600 Expenses Cash In-Kind Total Tree Planting $1,500 $1,200 $2,700 Fencing $2,500 $2,800 $5,300 Brick Wall $3,000 $600 $3,600 Total Expenses $7,000 $4,600 $11,600
  • 55. 1. Brainstorm a list of fundraising strategies / income sources • Hint: look back at your assets!!! • Don’t forget about TO Matching Grant! • In-Kind and Cash 2. Rank Strategies: Screen and prioritize top 5 strategies. Determine which strategies best match budget your project needs. Worksheet 3. 3. Create an Income Budget Use top Half of Worksheet 2.
  • 56. Income Cash In-Kind Total Grants $5,000 $5,000 Sponsors $1,100 $1,100 Fundraising $2,000 $2,000 In-Kind Labor $3,500 $3,500 Total Income $7,000 $4,600 $11,600 Expenses Cash In-Kind Total Tree Planting $1,500 $1,200 $2,700 Fencing $2,500 $2,800 $5,300 Brick Wall $3,000 $600 $3,600 Total Expenses $7,000 $4,600 $11,600
  • 57. Using Worksheet 4 develop an Action Plan for one (or more) Fundraising Strategy your Action Team has identified.(from Worksheet 3). 1. Select one Strategy from Worksheet 3 2. Identify: Time Frame, Budget, Responsible Party, Collaborators … 3. Repeat for each Strategy (if time allows it)
  • 58. Thank you and Good Luck! Dr. Maurizio Valerio Regional Program Coordinator Rural Development Initiatives 541-519-3902 mvalerio@rdiinc.org ...builds leadership networks and rural communities
  • 59. Community Tourism Kickoff event at Brasada Ranch in Powell Butte 5:00pm-7:00pm.
  • 60. 1. Events: current, historic or cultural 2. Locations: man-made and natural environments 3. Properties: sites and facilities 4. Materials: guides, books, maps (fulfillment pieces and promotional give-away) 5. Operations: controlled functions and activities that attract and/or accommodate people