Transcript Document

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About NAWBO
ABOUT NAWBO
 Founded in 1975 in Washington D.C. to advocate on behalf of womenowned businesses.
 Only dues-based national organization representing the interests of all
women entrepreneurs across all industries
 7,000 members and 70+ chapters across the United States
 Chapter members become automatic members of the national
organization
 Member of the Femmes Chefs d’Enterprises Mondiales (World
Association of Women Entrepreneurs)
MISSION STATEMENT
National Association of Women Business Owners (NAWBO) propels
women entrepreneurs into economic, social, and political spheres of
power worldwide by:
STRENGTHENING the wealth-creating capacity of our members and
promote economic development
CREATING innovative and effective changes in the business culture
BUILDING strategic alliances, coalitions, and affiliations
TRANSFORMING public policy and influence opinion
2020 VISION FOR NAWBO
• Must take ownership of our collective future, and shared responsibility
for the growth and development of women entrepreneurs.
• The next frontier is to focus on providing tools and training to help take
women-owned businesses to the next level of “growth.”
• Our mission is even more relevant, as we not only want to spur the
economic growth of WBOs but their increased influence in political and
social spheres of power.
• The future of the women’s enterprise community is interconnected –
and we will make faster progress if we work TOGETHER and leverage our
collective power.
MEMBER PROFILE
 NAWBO members own businesses for an average of 9.7 years
 24.1% of NAWBO members have businesses that generate more than $1 million
in revenue annually (much stronger than national average)
 66% of NAWBO members report having at least one full-time employee.
 Professional, scientific and technical service industries capture the highest
percentage of NAWBO members at 21.7%
 Top 3 business challenges for NAWBO members are cash flow (28.9%), business
expansion (40.1%), and marketing (45.8%).
 NAWBO members are more educated than the average business owner – with
close to 50% with higher than a college degree.
 45.8% are looking for increased business contacts and resources through
NAWBO.
NAWBO REGIONAL BREAKDOWN
(as of January 31, 2011)
Northeast & Atlantic Region = 15 chapters/18% of membership
Maine, New Hampshire, Vermont, Massachusetts, Rhode Island, Connecticut, New
York, Pennsylvania, New Jersey, Delaware, Maryland, District of Columbia,
Virginia, W. Virginia
Midwest Region = 14 chapter/27% of membership
Wisconsin, Michigan, Illinois, Indiana, Ohio, N. Dakota, S. Dakota, Nebraska,
Kansas, Minnesota, Iowa, Missouri
Southern Region = 20 chapters/21% of membership
North Carolina, South Carolina, Georgia, Florida, Kentucky, Tennessee, Mississippi,
Alabama, Oklahoma, Texas, Arkansas, Louisiana
Western Region = 17 chapters/31% of membership
Idaho, Montana, Wyoming, Nevada, Utah, Colorado, Arizona, New Mexico, Alaska,
Washington, Oregon, California, Hawaii
NAWBO
Strategic Plan
2010 - 2013
Review of the Process and Plan Components
CRITICAL TASKS OF ORGANIZATIONAL SUCCESS
 Identification and definition of a viable market to serve
 Development of appropriate products and/or services
 Acquisition and/or development of resources required to operate and
grow the organization
 Development of the operational systems necessary for the organization
to function on a day-to-day basis
 Development of the management systems required for the overall
functioning of the organization on a long-term basis
 Development and effective management of the organizational culture
Pyramid of Organizational Development
Corporate
Culture
Values Beliefs Norms
Management Systems
Planning
Financial
Resources
Perf.
Mgmt.
Management
Development
Operational Systems
Accounting:
• Billing
• Payroll
Organization
Production:
Marketing:
•Shipping
• Selling
Resources Management
Personnel:
• Hiring
• Compensation
Technological and
Physical Resources
Human
Resources
Products & Services
Develop Products (Services)
Markets
Define Market Segments and Niche
 Business Concept
Business Foundation
 Strategic Mission
© Management Systems Consulting Corporation, 2009. All rights reserved.
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Core Strategy
IMPLICATIONS OF THE PYRAMID
 There are Six Key Building Blocks of Successful Organizations.
 The Six Key Building Blocks must “fit together.”
 Organizations compete at ALL levels of the Pyramid.
 Name of the game: Develop Sustainable Competitive Advantages at all
levels.
 Long-term Sustainable Advantage is at the top three levels.
 Long-term Sustainable Success requires complete and integrated
development of the whole pyramid.
RESEARCH RESULTS
 Approximately 75 % of Gross Margin is explained by the Pyramid.
 Approximately 55% of EBIT is explained by the Pyramid.
 Approximately 20% of ROI is explained by the Pyramid.
ALL RESEARCH STUDIES TO DATE HAVE SUPPORTED THE
RELATIONSHIP BETWEEN DEGREE OF PYRAMID
DEVELOPMENT AND FINANCIAL PERFORMANCE.
Management Systems’ Strategic Planning Process™
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ENVIRONMENTAL SCAN
ORGANIZATIONAL ASSESSMENT
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 Market Analysis
 Competitive
Analysis
 Trend Analysis
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STRATEGIC ISSUE RESOLUTION
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Business Foundation Issues
Strategic Organizational Development Issues
STRATEGIC BUSINESS PLAN
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Culture
Management Systems
Operational Systems
Resources
Markets and Products
Situation Analysis
Business Definition
Strategic Mission
Strategy
Key Result Areas
Goals and Objectives
Action Plans
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BUDGETING
QUARTERLY MANAGEMENT REVIEW
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Reports
Meetings
© Management Systems Consulting Corporation, 2009. All rights reserved.
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The Strategic Planning Hierarchy
Business Definition/Concept
Strategic Mission
Core Strategy
Key Result Areas
Objectives
Goals
© Management Systems Consulting Corporation, 2009. All rights reserved.
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2011 Objectives & Initiatives
2011 PRIORITY OBJECTIVES
by Key Results Areas
 ORGANIZATION: Institute a new and expanded business model to support
sustainable growth = NAWBO (C6) + Institute for Entrepreneurial
Development (C3) + Political Action Committee (PAC)
 MARKET:
o Develop key partnerships to expand our reach and impact in our
target markets of women of color, younger generation and
international
o Analyze and develop chapter formation strategy in key geographic
markets
2011 PRIORITY OBJECTIVES
by Key Results Areas
 PROGRAMS/SERVICES:
o Pilot launch up to two (2) pilot capacity-building educational program
for the women’s business community/members
o Develop and launch a chapter leadership development program
o Increase and leverage member engagement at the National level
 RESOURCE MANAGEMENT:
o invest in internal staffing infrastructure that will support long-term
organizational growth and effective delivery of programs/services
2011 PRIORITY OBJECTIVES
by Key Results Areas
 OPERATIONAL SYSTEM: Develop and institute a multi-year chapter
support/leadership development system to fuel chapter growth and
transition to a professionally managed organization
 MANAGEMENT SYSTEMS:
o Update and continue to execute against long-term strategic plan and
performance matrix
o Implement a strong succession plan for organizational/board leadership
 FINANCIAL RESULTS:
o Leverage new business model to maximize revenue opportunities for the
organization
o Increase and maximize corporate partner revenues
Accelerated Growth Series
Accelerated Growth Series
Program Objectives:
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Develop a nationally driven educational platform via the NAWBO® Institute and
offer a unique value proposition for members and the women’s business
community. Ultimately - to design and institute a train-the-trainer educational
model to scale the program.
Help take women-owned businesses from one stage of growth to the next and
increase their organizational capacity
Provide opportunities for substantive and multi-year engagement for sponsors
that delivers high ROI
Promote revenue and member recruitment opportunities at the chapter level
Attract an expanded member base who can be identified by their business
capacity – thereby engaged in other organizational initiatives – advocacy,
fundraising, leadership development, etc.
To leverage the research and results derived from the program to effectively
position NAWBO® as the thought leader on the topic of women’s
entrepreneurship
Accelerated Growth Series
Program Deliverables:
 Participation in the full program will enable growth-minded women
entrepreneurs to:
 Gain a comprehensive assessment of your business and implications for
long-term success;
 Develop a long-term strategic plan that serves as the roadmap for
accelerated growth;
 Implement growth strategies and monitor organizational performance;
gain exclusive access to industry experts and business networks; and
 Become a part of a community of peers who are all dedicated to each
other’s success.
Accelerated Growth Series
Upcoming Workshops Sponsored by Wells Fargo:
Workshop 1: Assessing Your Organizational Capacity
April 25-26, 2011
Wells Fargo Penthouse
San Francisco, CA
Application Deadline: March 25, 2011
Workshop 2: Developing a Strategic Plan for Growth
June 16-17, 2011
Wells Fargo Penthouse
San Francisco, CA
Application Deadline: May 20, 2011
Accelerated Growth Series
Application Criteria:
 50% or more woman-owned business
 Revenue of $500,000 or more
 Been in business for more than 3 years
 Submit application form accompanied by $25 non-refundable processing
fee by the deadline
Accelerated Growth Series
Program Fee* (per participant per workshop)
 $325: NAWBO® Member Rate
 $425: Non-Member Rate**
 $250: Senior Executive from accepted company
 $15%: Discount off of total program fee for multiple workshop sign-ups
 NOTE: $100 of each registration fee will be rebated back to the chapter
that the participant belongs to as a revenue-share program.
*Program fee includes all lectures, interactive workshops, organizational assessment
survey ($1500 value), program materials, meals, online community, and ongoing
program support. Fees do NOT include travel, lodging or NAWBO® chapter
membership. **Non-Member Rate includes complimentary NAWBO National AtLarge Membership ($200 value).
Q&A
Chapter Leadership Development
Leadership Development Initiative
OBJECTIVE:
 Develop a National training platform for chapters to build organizational
capacity and drive performance by:
 Establishing a mutually beneficial relationship between National and
chapters
 Instituting chapter performance models and expectations (by size)
 Cultivating current and future leaders at the local level and developing a
succession plan
 Aligning the organizational culture between National and chapters to
promote long-term growth
Chapter Leadership Development
Program Structure:
 Assessment – both organizational and leadership
 Planning
 Execution
 Evaluation and Performance Management
 Awards & Recognition
Program Rollout :
 Regional Leadership Summits
 Women’s Business Conference
 To Launch @ Midwest Regional Summit – May 18
WBC2011
Some Strategies…
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Venue where most % of members
Condensed format and affordable
Expanded marketing timeline
Expanded mailing lists – need prospects list from chapters
Ambassador program for members
Chapter contests
High profile keynote speakers
Industry experts for breakout sessions
NAWBO-CA Opening Reception
Accelerated marketing timeline – early bird opens in February
Save-the-Date business cards to chapters and sponsors
Conference Logo
Website Landing Page
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a larger view
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Announcements
Spring Membership Drive 2011
Starts March 1 thru April 30
New members receive $25 off National Dues
 Marketing packages will be sent to chapters by next week
 NAWBO National will start marketing campaign as of March 1
 Chapters are encouraged to take advantage of campaign with local events
and marketing
 Send National prospects list if you want them included in the marketing
campaign
 Chapters are encouraged to send new members to the National Web site
to streamline the JOIN process
 Must receive all membership applications from chapters postmarked by
April 30 to apply discount
ONLINE CHAPTER RESOURCE CENTER
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Chapter Operations Manual
Visual Resource Library
Forms & Templates
Chapter Best Practice Library
Bylaws & Policies
NAWBO Store
NOTE: NAWBO Strategic Plan Template and all PPTs from Summit on CRC
NAWBO OPERATIONS TEAM
Helen Han: President & CEO
[email protected]
Jen Earle: Executive Assistant
[email protected]
Joyce Lee: Chapter/Member Services
[email protected]
Suzanne Harmony: TechSupport
[email protected]
NAWBO Communications/Publications: DDCC
[email protected] and [email protected]
TOLL FREE PHONE: 800-55-NAWBO
Calendar of Events
Regional Leadership Summits 2011
Midwest Region – May 18, 2011, Kansas City, MO
Southern & Northeastern Region – Oct/No2, 2011
Accelerated Growth Series: Workshop 1
April 25-26, 2011
San Francisco, CA
FuturalliaKS2011
May 18-20, 2011, Kansas City, MO
Accelerated Growth Series: Workshop 2
June 16-17, 2011
San Francisco, CA
Women’s Business Conference 2011
August 30-September 1, 2011
Grand Manchester Hyatt, San Diego, CA
* Dates and locations are subject to change
Q&A and Discussion
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