FY26 Strategic Plan - Pending Approval

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M I S S I O N

Fostering sustainable tourism through inspiration, education, and partnerships to enhance, protect and preserve our viable year-round community.

V I S I O N

Achieving long-term economic and community sustainability through steadfast destination stewardship.

FROM THE EXECUTIVE DIRECTOR

It is my honor and privilege to present Explore Whitefish’s Fiscal Year 2026 Strategic Plan and Annual Budget

Explore Whitefish, established by the City of Whitefish, is the official visitor organization charged with destination management, visitor education, visitor resources, and the stewardship of Whitefish Also known as the Whitefish Convention & Visitors Bureau, we continue to serve as a vital connector between our community, our visitors, and the visitor economy Through targeted marketing, community initiatives, and collaborative partnerships, we work to ensure that tourism in Whitefish remains thoughtful, balanced, and beneficial

As we reflect on the past year, I’m proud to share that FY2025 was a year of meaningful progress We expanded our member deliverables and enhanced our membership tiers to offer even more value, ensuring our partners are better equipped to thrive We developed new tools and resources to support meetings and group travel, a key area of opportunity for our community We also sharpened our focus on building shoulder season visitation leveraging compelling and inspiring messaging to attract visitors during times when our local businesses most need the boost

One of our most impactful steps forward was the creation of more accurate and detailed market reporting These insights help our members and partners make more informed business decisions and better prepare for seasonal changes and trends

The past few years have proven that tourism in Whitefish must be managed intentionally. We continue to walk the fine line between growing a healthy visitor economy and preserving what makes Whitefish so special our community character, access to nature, and pace of life. This FY2026 Strategic Plan builds on a strong foundation, with an eye toward sustainable growth, improved tools for our members, and stronger alignment between our mission and the evolving needs of our community

My sincere thanks to our dedicated Staff, Board of Directors, Members, and Partners Your continued support, ideas, and commitment inspire this work in managing tourism beneficially for all!

For a Better Whitefish,

EXPLORE WHITEFISH’S GUIDING PRINCIPLES

As an organization, Explore Whitefish will adhere to the below Guiding Principles:

T R U S T

R E S P E C T

I N T E G R I T Y

E X C E L L E N C E

ABOUT WHITEFISH

Whitefish, Montana is a small mountain town filled with outdoor enthusiasts who enjoy living peacefully and embracing local culture and flavors

Whitefish is located in one of the most desirable areas in the northern Rockies Whitefish offers world-class skiing at Whitefish Mountain Resort, amazing lake access, and a cool mountain town vibe that visitors and residents are happy to embrace We are often referred to as a gateway community to Glacier National Park While our town has tremendous desirability and access to some of the most sought-after outdoor recreation assets, we do not view ourselves as, nor do we want to become, a resort community

The City of Whitefish, Explore Whitefish, and most of our member partners work to protect our welcoming, inclusive community We are real people from all walks of life; we live, work, and collaborate to keep our town authentic, our businesses local, and our community strong Whitefish is a special place and, prior to the pandemic, tourism was widely recognized as beneficial to the town’s overall economy

ABOUT EXPLORE WHITEFISH

Established by the City of Whitefish, Explore Whitefish is the official visitor organization charged with destination management, visitor education, visitor management, and stewardship of Whitefish We are also known as the Whitefish Convention & Visitors Bureau Our organization provides critical support for visitor information services, travel infrastructure, market research, community resources, strategic partnerships, crisis communications, and public relations

We are a small organization, with just four (4) staff members:

Executive Director, Julie Mullins

Director of Member Relations, Zak Anderson

Marketing Manager, Lilian Bassett

Business Manager, Nicole Schmid

We are fortunate to have a thoughtful and engaged 9-member Board of Directors, appointed by the Whitefish City Council Since our founding in 2006, Explore Whitefish has stood for far more than just tourism promotion We are stewards of place, protectors of character, and champions of our community

Over the years, our work has included everything from sponsoring young athletes, to guiding our community through a global pandemic We adopted a Sustainable Tourism Management Plan and prioritizing protecting our wild spaces, investing in affordable workforce housing, as well as staying laser focused on building beneficial visitation during the seasons when our business community needs it most Throughout all our work, we place priority on community over profit

We message to and target thoughtful, responsible travelers who will respect our culture, our environment, and our residents We are intentional about who we invite, when we invite them, and how we share the story of Whitefish

This is our home, and we take our responsibility of keeping Whitefish just small enough quite seriously

POSITIONING OVERVIEW

Explore Whitefish is dedicated to fostering responsible and beneficial tourism through inspiring, intentional storytelling Our mission centers on cultivating a viable and sustainable year-round visitor economy, one that protects Whitefish’s authenticity and supports the socio-economic diversity of our community

With this mission comes a significant responsibility: not only to drive visitation during shoulder seasons, but to ensure visitors are equipped with the most accurate, timely, and engaging destination information available We believe that informed visitors are respectful visitors When we deliver compelling and relevant stories, paired with accessible planning resources - we empower travelers to connect more deeply with our place and culture, while supporting local businesses and experiences that align with our values

Our role extends beyond messaging and promotion We work to educate visitors about Whitefish’s unique character as a close-knit community surrounded by one of the most breathtaking natural environments in the world Through messaging that emphasizes stewardship, we encourage responsible recreation, appreciation for our wild spaces, and a commitment to “leave no trace ” This philosophy is central to our “Love of the Wild” campaign, which asks visitors to treat Whitefish with the same care and respect we do

At the same time, we are committed to building broader understanding within our community about the value of a well-managed visitor economy Our focus is on minimizing disruption, supporting local businesses during nonsummer seasons, and fostering positive interactions between visitors and residents Our long-term vision is a community that embraces visitors with hospitality and pride; where our members and partners deliver exceptional experiences, and where guests return home with lifelong memories of their time spent in our small mountain town

TARGETAUDIENCE/VISITORS

Wedefineourtargetaudiencebasedongeographic location,demographics,andsharedvaluesOurideal visitorisbestdescribedas“high-value,low-impact”visitor Avisitorconceptthatemphasizesrespectforplaceover actualspendingpowerHigh-valuedoesnotnecessarily meanhigh-revenueRather,thesevisitors,oftenreferredto asGeo-Travelers,contributepositivelytoourcommunity andenvironmentthroughthoughtful,responsibletravel behaviors

2024TOPPRODUCINGMARKETS

1Seattle

2LosAngeles

3Missoula

4Dallas,FortWorth

5Phoenix

Source:VisaDestinationInsights/VDI

SEASONALTARGETMARKETS

Whilethecoremarketslistedbelowhavehistorically performedwellbasedondataanalyticsandaccessibility viaair,rail,androadduringeachseason,weneedto remainadaptable

Ourmarketingeffortsshiftthroughouttheyeartoalign withvariedoutdooractivities However,inthelastyear weaddedtargetedcampaignsfeaturingcultural happeningsandspecialeventstoourdrivemarketswhen outdoorpursuitsarelessattractive Marketdynamicsare notstaticandweneedflexibilitytoadjusttochangesin airserviceavailability,economicconditions,political influences,andevenweatherpatterns

Asaresult,westayattentivetoevolvingtrendsandare preparedtoadjustourseasonalmessagingandmarket focustomeetdemandandopportunityinrealtime

TopSeasonalTargetMarketsinclude,butarenotlimited tothefollowing: Winter-Seattle,Portland,Chicago,LosAngeles Spokane,Missoula,NWMontana Spring-Seattle,LosAngeles,Phoenix,Missoula,Bozeman Fall-Seattle,Portland,Chicago,LosAngeles,Dallas, Phoenix,Missoula,Spokane

Source:VisaDestinationInsights/VDI,Zartico/ITRR

HISTORICAL DATA

WHITEFISH ANNUAL NON-RESIDENT VISITORS

Data includes day visitors and drive-through visitors

Source: Institute for Tourism & Recreation Research/University of Montana

WHITEFISH VISITORS WHO STAYED THE NIGHT

Data includes visitors who stayed at least one night Source: Institute for

of Montana

2024 TOP VISITOR ACTIVITIES

HISTORICAL DATA

TRADITIONAL LODGING PERFORMANCE BY MONTH

The below table is accurate and reflective of our month-by-month lodging performance

Source: Destimetrics

HISTORICAL DATA

Source: AirDNA

STRATEGIC PRIORITIES

Explore Whitefish is proud to share our narrative, our history, and our future vision by structuring our FY 2026 Strategic Plan around four (4) vitally important Strategic Priorities: Storytelling, Leading, Advocacy & Stewardship

STRATEGIC PRIORITY: STORYTELLING

Explore Whitefish will use our storytelling to narrate and connect our destination to visitors, potential visitors, tour operators, travel planners, meeting planners, and outdoor adventure enthusiasts

KEY INITIATIVE

Brand Strategy - Update our current Brand Strategy

TARGETS

Explore Whitefish will engage in a brand review and update in FY2026 through strategic work with Engage Strategies

Priorities of work to include:

Stakeholder Engagement (Business, Government and Resident)

Brand Audit - Thorough review of Brand Guidelines and Logo

Define and/or reconfirm our core Brand Pillars

Visual Identity Refresh

Voice & Tone Updates

KEY INITIATIVE

Digital Marketing Strategy - Continue our work to enhance our website and digital marketing channels to better spark inspiration, drive more engagement, and generate increased member bookings

TARGETS

Continue focus on building non-summer seasons activities and experiences while weaving in visitor resources and education Focus on following:

Elevating Visual Content and Storytelling by investing in video and photography Short-form videos continue to offer greater engagement

Introduce more dynamic imagery and immersive video on our website

Make our “book now ” and “ reserve now ” options easier and more visible

Introduce seasonal itineraries

Research a possible partnership with interactive online trail mapping on our website e g Wander App

KEY INITIATIVE

Outdoor Tourism - For the Love of the Wild - Remains our primary and most impactful storytelling campaign

TARGETS

Core Messaging of our primary campaign includes:

Celebrate Whitefish’s natural beauty

Foster a deep respect for nature - experience the outdoors responsibly and thoughtfully

Highlight authentic connection between visitors, locals, and our wild spaces

Protect our fragile environment - Leave No Trace, Recreate Responsibly and Support our Local Businesses

KEY INITIATIVE

Arts and Culture Tourism - For the Love of Great Food - For the Love of the Arts

TARGETS

Develop compelling destination experiences to complement our outdoor tourism storytelling to attract high value, low impact visitors during our non-summer seasons and create media buzz to deepen Whitefish’s identity as a cultural destination:

Continue to grow digital messaging and reach of Whitefish Restaurant Week - ideas include: “Post your best Restaurant Week dish photo for a chance to win a Whitefish foodie prize package” or create a “passport” or “check-in challenge' where diners check in at different restaurants for badges, discounts, or a prize entry – and post about it

Hire a local or celebrity influencer to post on experience during Whitefish Restaurant Week

Develop spring and fall seasonal artist inspired digital and media content - focusing on Songwriting, Music, Theater, Writing, and Dining

Create greater buzz around our Gallery Nights; for example focusing on one local artist monthly and if possible get them to blog about the event

Recruit up to 4 Seasonal local artists, chefs, and musicians to serve as Storytelling Ambassadors, creating social media takeovers, blog posts, and featured profiles tied to our For the Love of the Arts campaign

Develop inspiring wellness messaging for destination; post-COVID, there has been a massive shift in how people value well-being Both leisure and business travelers are seeking destinations that support mental, physical, and emotional wellness Destinations that can offer that support are more attractive, especially for group travel Potential for shoulder season Wellness Months in May and October

KEY INITIATIVE

Group & Event Sales & Services - Continue to enhance our new group sales program and messaging to identify Whitefish as a group destination

TARGETS

Explore Whitefish will continue to focus on building shoulder season small to mid-size meeting and special events

Continue to build meeting planning resources to enhance member visibility

Investigate if Cvent and Simpleview/DI’s- Destination International MINT service would add value to organization and members

Develop and distribute a group-based B2B newsletter targeting meeting professionals, tour & travel planners, wedding, and event planners

KEY INITIATIVE

Public Relations & Communications - Improve community sentiment towards visitation and influence awareness about Whitefish being an ideal non-summer outdoor adventure destination, rich in mountain culture, entertainment, and dining

TARGETS

Due to growing anti-visitation and stewardship efforts the need for both local and national media coverage has become essential In FY2026, post the branding research and consultant project, EW will engage in an RFP process for national and local PR representation

Local:

Engage and develop a local PR residential sentiment campaign to improve resident and stakeholder awareness that Explore Whitefish is building and managing tourism in benefit of community This campaign will include:

Development of campaign brand name For a Better Whitefish, Beneficial Tourism Management for our Community

Develop video clips featuring locals sharing “Why I appreciate tourism management”

Host local tourism events e g Explore Whitefish Member Community Service Project, “Thank You Locals” tent at Christmas Stroll

Quarterly update, media story on stewardship efforts

Visitor Awareness:

Media Tours - Host a minimum of 4-full media tours highlighting our shoulder season activities Each Tour will be paired with “local liaison” - get locals to share their stories Locals carry authenticity

Ideally in addition to Media Tour Itineraries - prepare toolkit with stories they can EASILY pitch to editors and publishers

Partner up to 3 times with Western Montana in sponsoring influencer visits during shoulder seasons

STRATEGIC PRIORITIES

STRATEGIC PRIORITY: LEADING

Explore Whitefish has the privilege of being the City of Whitefish’s designated Destination Management Organization ak a Convention & Visitors Bureau We are the main conduit and voice for the visitor industry and visitor economy here in Whitefish We take our role very seriously and work not only for the economic benefit of our members, but also on behalf of our residents, our community, and the City of Whitefish Often when the needs of our businesses and our residents conflict, a delicate balance is required to effectively manage tourism As your designated Destination Management Organization, we understand we have a strategic role to lead this vital and necessary industry segment for Whitefish

KEY INITIATIVE

Education & Outreach

TARGETS

Host Annual Meeting of Membership

Produce Explore Whitefish Annual Report

Produce and implement Annual Strategic Priorities

Begin consultative work for long-term planning - 5, 10, 15 and 20 year planning

Implement recommendations made by Public Relations consultant on building more value around beneficial tourism

KEY INITIATIVE

Accessible & Trustworthy Reporting TARGETS

Deliver Reliable, Actionable Monthly Data via our Monthly Market Reports

Maintain our position as the most trusted source for tourism analytics by investing in accurate, aggregated, and timely data collection Prioritize transparent methodologies and clearly explain sources to strengthen confidence among stakeholders

Provide up-to-date strategic data for STMP Town Halls and Member Business Planning where necessary

Share relevant, customized data sets and insights to assist members in understanding engagement and value of member listings

Expand Proactive Reporting and Storytelling to Build Trust i e Highlight important tourism trends in E-News as well as deliver fact-based narratives to city leaders and residents at Town Halls, City Council Meetings and with local media

KEY INITIATIVE

Grow Member Engagement

TARGETS

To deepen connections and participation within our membership, Explore Whitefish can:

Encourage Non-Board Member Committee Participation: Open committee involvement to members outside of the Board of Directors to bring fresh perspectives, cultivate new leaders, and strengthen community ties

Develop Think-tank events and member participation around arts, cuisine, recreation, and wellness These committees have the potential to help shape storytelling, partnerships, events, and promotional strategies in each focus area Board of Director will establish an active Nominating Committee to identify, mentor, and encourage active members of our hospitality community to pursue leadership roles within Explore Whitefish This ensures a strong pipeline of future Board members who are passionate about our mission

KEY INITIATIVE

Sustainable Tourism Management Plan

TARGETS

In addition to supporting STMP Town Halls and Resident-Tourism Sentiment Surveys, Explore Whitefish will expand our initiatives to include:

Highlight via handouts, digital and social media our effectiveness in encouraging responsible recreation, leave no trace, supporting local businesses, and respecting our community spaces and culture

Potential development of partnerships with local Schools and non-profits in hosting educational events on the role of beneficial tourism management in order to build local pride and future stewardship

STRATEGIC PRIORITIES

STRATEGIC PRIORITY: ADVOCACY

Explore Whitefish, as a 501c6 non-profit organization, has an important role to advocate for members, our partners, and our visitor economy as well as working to protect our community and wild spaces

KEY INITIATIVE

Resident & Visitor Safety Messaging TARGETS

Refresh and update our resident and visitor safety messaging to include Bike Safety, principals of our former Friend of the Fish campaign and Recreate Responsibly

KEY INITIATIVE

Ambassador’s Program TARGETS

Build Tourism Advocacy through Education and Outreach:

Start actively building an informal Ambassador Program to cultivate grassroots support for Whitefish’s beneficial tourism management efforts Through education and outreach, empower community members to share positive messaging in their networks, with colleagues about the importance of the visitor economy in support of protecting our community, our jobs and quality of life

Ideally identify 20 advocates willing to speak to the benefits of tourism Provide these advocates with messaging to share within their communities and/or professional affiliations ie Chamber of Commerce, Rotary Meetings, Whitefish Community Foundation etc

Provide Ambassadors with easy-to-use materials talking points, FAQs, and short presentations to help them feel confident in discussing tourism’s positive impacts and the importance of sustainable practices

KEY INITIATIVE

Tourism Advocacy

TARGETS E M

STRATEGIC PRIORITIES

STRATEGIC PRIORITY: STEWARDSHIP

Stewardship is the process by which the public and private sectors, and the residents of Whitefish engage jointly to preserve, protect, and benefit from visitors in their destination

KEY INITIATIVE

Stewardship Programs - Fund and support programs that foster effective stewardship communication, partner involvement, and outreach

TARGETS

Improve local resident engagement and acceptance of our CSF/Community Support Fund and our Community Programs We hope to grow our private member revenues to support our stewardship efforts Plan, promote and host one at least (1) Community Service Project

Continued commitment to our partnerships with Leave No Trace and Protect our Winters

KEY INITIATIVE

Workforce Affordable Housing

TARGETS

Housing Whitefish will remain a key partner in our dedication and work to build funding and support for greater socioeconomic diversity and affordable housing for our workforce in Whitefish

Continue to dedicate 50% of our CSF Restaurant Revenues to Housing Whitefish; based on resident spend all residential restaurant contribution supports Housing Whitefish/Affordable Workforce Housing

SWOT ANALYSIS

Strength, Weakness, Opportunity and Threats to the Visitor Economy in Whitefish

STRENGTHS WEAKNESSES

Location

Glacier National Park

Whitefish Mountain Resort

Whitefish Lake

Bob Marshall Wilderness

Accessibility

Air, Rail, and Road

Glacier Park International Airport expansion

Outdoor Recreation Desirability

Skiing, hiking, biking, fishing, boating, scenic roadways, golf, horseback riding

Cool “Authentic” Mountain Town

Businesses are primarily locally owned, Great Dining and Entertainment Town

Air Travel Affordability

Short-term Rentals

Supply continues to exceed demand

Limited public transportation options for visitors and workforce

Resident Anti-Visitor Sentiment

Inadequate hospitality business membershipgreater participation is needed from local restaurant community, property management companies and short-term rental owners

OPPORTUNITIES THREATS

Build cultural awareness through additional focus on our Arts and Dining experiences

Create platform to promote Whitefish as a group destination in our shoulder seasons

focusing on wellness, social events, innovation, Think Tanks, and retreats

Larch Season/Fall

Expanded awareness around leaf peeping, scenic drives, hiking, GNP accessibility

Stewardship

Impactful partnership with Housing

Whitefish & other nonprofits

Expand outdoor recreation to include sporting events, and shoulder season activities including wellness, lifestyle, biking, fishing, golf, and water recreation

GNP Vehicle Reservation System

Fly-in visitors will not risk travel

Local community weary of reliance on tourism

economy

Member attrition

Climate Change

Wildfires

Variable snow fall

Drought - reducing lake levels

Proliferation of Short-term Rentals/STR’s

Strain on housing affordability and other adverse impacts

FY2026 PUBLIC BUDGET

Explore Whitefish begins our budgeting process for the upcoming fiscal year in March with initial approval by the Board of Directors in April Destination MT has estimated our FY 2026 Lodging Facility Use Tax collections will be $321,570 Based on current tax collections and occupancy expectations, Explore Whitefish’s Board of Directors recommended and approved a public budget of $305,000 Lodging Tax revenues will be monitored closely, adjustments will be made when and if necessary Expenses outlined fall into 3 primary reporting categories:

Administrative/Personnel Costs, Tourism Management, Non-Summer Storytelling

Services (Website Consultant)

Resources (Simpleview, Cvent, Meltwater, Digital Asset Management)

Research (AirDNA, Destimetrics, STR, Visa Destinations Insights) $33,750

Education & Outreach (Educational Programs, TAC, Governor's Conferences)

(Media, Press Trips, FAM Trips)

FY2026 PRIVATE BUDGET

(Employee Salaries, Health Insurance, Payroll Expenses)

(Development and publication of all Official Explore Whitefish guides & maps, website development & day-today management of relevant content, Development and publication of all visitor resources & messaging , Crisis Management, Kiosk/Wayfinding Rental and Maintenance, Visitor Resources, Public Relations Management, Member Materials, Services & Resources, Member Relations)

(Non-summer creative services, campaign development and implementation, shoulder season campaign, photograph and video acquisition, group sales and marketing, ski shows, fam's, media tours, public relations, sponsorships, opportunity marketing)

(Housing Whitefish, Protect our Winters, Leave No Trace, Community Service Projects & Grants, Whitefish Legacy Partners)

(Office rental, equipment, insurance, storage, supplices, phone, software/hardware, travel, utilities, subscriptions) Total Private Budget

(We are anticipating we’ll need to increase private revenues during the year to meet budget)

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