Strategic Update Tom Warden, Ken White
Strategic Update Team
Strategic Update 1. Process and focus are foundations of HBSCP recommendations 2. Apply a stakeholder model with students at the center 3. Define and apply criteria for selection of new focus 4. Choose no more than two innovation strategies 5. Develop a “test and learn� implementation plan
Strategic Update: Stakeholders
Strategic Update: Criteria Criteria
Weight
Grow school year program by meeting the needs of students and other targeted stakeholder
50%
Ability to start with existing or very low cost incremental resources
25%
Positive financial impact within 2 years
25%
Strategic Update: Focus
Strategic Update: Focus
Strategic Update: Focus ● Expanding/deepening in existing markets ■ major metro areas ■ and surrounding communities ■ where JSAF has absorptive capacity Paired with: ● Alumni engagement ■ in existing markets (JSA States) ■ through iterative testing ■ in alignment with staff/organizational ability to support new Chapters
Alumni Chapter Stewards For example…Alumni Chapter Stewards ● test in metro areas chosen for expansion ● multi-year commitment ● pair alumni with schools near them ● alumni work with teachers and students to determine how alumni can best support long term chapter retention ● pre- and post-survey (e.g. Is the chapter still or more active? Was being a Chapter Steward rewarding? Are Stewards/students more likely to donate, vote, participate in politics, etc.?)
Strategic Update: Considerations ● ● ● ● ● ●
Alumni concentration JSA resources Student opportunity Political spectrum Local funding School networks
Strategic Update: Process ● What “test and learn” (iteration) strategy looks like ● Budget implications ○ Baseline: mostly similar to FY16/17 and FY17/18 ○ Expansion and innovation category added ● Short term (3-9 months): “test and learn” ● Intermediate term (6-18 months): limited rollout, review ● Longer term (12-24 months): incorporate into financial and organizational structure and plan
Strategic Update: Outcomes 1. Total Net Assets (at least) positive (above $0) by end of FY18/19 2. Unrestricted Net Assets (at least) above -$1,000,000 by end of FY18/19. 3. Maintain existing programs: a. (At least) current participation or higher b. (At least) current contribution or greater c. No new JSA States, School Year, or Summer programs (unless sustainably funded) 4. Fund targeted expansion strategy 5. Fund alumni engagement strategy 6. Learn and evolve
FY17/18 School Year Summary
Discussion of Tactics Laura Ansell
Tactics for Major Metro Area Expansion 1. Criteria to select metro areas for expansion/deepening (eg. program staff capacity, organizational structure, fundraising potential)? 2. How many metro areas to test? 3. Target specific types of schools (eg. Charter, Parochial, Public, Low-income)? 4. How can we maintain/enhance political, demographic, and geographic diversity? 5. Help existing small chapters expand participation levels? 6. Help restart chapters on campuses that recently had strong JSA programs? 7. Deepening Chapter engagement in local issues?
Questions for Engaging Alumni 1.
How do alumni want to engage?
2.
How does JSAF and JSA want alumni to engage?
3.
What kind of help is most useful to teachers and students?
4.
How does JSAF and JSA sustain and deepen alumni engagement over time?