CSO Strategic Plan 2021-2025 (revised) by Charlotte Symphony Orchestra

STRATEGIC PLAN

charlottesymphony.org

STRATEGIC PLAN Table of Contents Introduction

Mission & Vision Statements, Core Values

Our Statement of Commitment to Diversity, Equity, & Inclusion

Our Goals & Strategies Artistic Vitality & Growth Learning Financial Health & Sustainability Innovation Organizational Culture Public Relevance Audience Development

10 14 16 18 20 22 24

Audience Development Maps

Organizational Overview

Context

Timeline

Leadership & Thanks

Musicians & Administration

Acknowledgments

back cover

Charlotte Symphony Strategic Plan 2021-2025

Table of Contents

Introduction Rebounding out of the pandemic, the Charlotte Symphony has a bold new vision to better serve the diverse communities of Charlotte-Mecklenburg and beyond. Through an eight-month planning process involving the Charlotte Symphony Board of Directors, administrative staff, musicians, volunteers, and others, the Charlotte Symphony has developed this Strategic Plan — which focuses on seven essential areas of strategic focus — to serve as a road map for our future, pointing us towards a Charlotte Symphony that is enterprising and resilient. Each year the CSO will reevaluate its progress and set goals to bring us closer to our vision. Progress updates will be published regularly.

The Charlotte Symphony of 2025 Artistic vitality and growth will be evident in all that we do, from neighborhood concerts in public spaces to our flagship series Uptown; newcomers to Charlotte, hearing about the CSO and our musicians from enthusiastic neighbors, will see great performances on stage that reflect their new community; and we aspire, through our preeminent regional role, to be attracting national recognition and generating civic pride. The CSO will be regarded as a regional leader in exceptional music enrichment and learning, through innovative programming that is accessible and valuable to all. The CSO will be on such a strong financial footing that there are no questions over its short- and longterm health. Innovation will be embedded in every part of the organization, and the CSO will have developed a reputation as one of the most innovative arts and cultural organizations in the region, and one of the most innovative symphonies of our size in the country.

Introduction

The CSO will be known as an innovative, united, and diverse organization that reflects the community, embodying its core values, and recognizing and celebrating its employees as individuals while also emphasizing teamwork to accomplish its mission. The Symphony will be relevant to its community and viewed as an integral and irreplaceable part of the artistic landscape of Charlotte by virtue of its excellent musical experiences, intentional cultural partnerships, deep community focus, and dedication to educating and engaging all generations of musicians and music lovers. The Symphony will be well-known for “meeting people where they are,” our geographic reach will be greater, utilizing all media to extend our performing and educational impact beyond the immediate region, and, by programming and presenting the CSO with intentionality, we will have grown our audiences in every demographic segment, with special focus on breaking down barriers for those in currently under-represented communities.

Charlotte Symphony Strategic Plan 2021-2025

Now is the Time We stand here now at a moment of extraordinary opportunity. Charlotte is home to a diverse and growing population who deeply values the city’s arts and culture scene. As our community continues to grow and change, so too must the Charlotte Symphony. As we celebrate more than 90 years of remarkable music-making and the many contributions of former Music Director Christopher Warren-Green throughout his tenure, we look forward to a future brimming with potential as we welcome Kwamé Ryan as the Symphony’s 12th Music Director in the 2024–25 season. It is with a spirit of hope and gratitude that we share this plan with you — our vision for what the Charlotte Symphony will be in 2025.

Charlotte Symphony Strategic Plan 2021-2025

Introduction

OUR MISSION

OUR VISION

The Charlotte Symphony uplifts, entertains, and educates the diverse communities of Charlotte-Mecklenburg and beyond through exceptional musical experiences.

Reaching out through the transformative power of live music, the Charlotte Symphony will be a civic leader, reflecting and uniting our region.

CORE VALUES Exceptional We uphold the highest artistic integrity and strive to meet or exceed the expectations of our audiences and our community in every interaction. Welcoming We foster a culture of warmth and belonging that draws the best from our employees and creates an inclusive space for our community; where everyone is accepted, valued, and treated with empathy, dignity, and respect. Forward-thinking With drive and commitment, we fearlessly embrace new ideas and continuous learning. We seek opportunities for growth to build momentum and meet challenges with bold creativity in order to evolve and thrive.

Mission & Vision

Community-focused We employ music as a tool to forge meaningful connections and strive to meet our community’s needs through inspiring musical experiences and educational opportunities that are relevant and accessible to all. Collaborative As a symphony, we recognize and value that we are strongest when we work together as a team. With a cooperative spirit, we aim to harness the collective knowledge and power of our community through partnerships that advance shared goals. Authentic We honor and preserve the trust of our audience, colleagues, and the community as a whole by acting with honesty, integrity, and thoughtfulness.

Charlotte Symphony Strategic Plan 2021-2025

Areas of Strategic Focus Artistic Vitality & Growth Learning Financial Health & Sustainability Innovation Organizational Culture Public Relevance Audience Development Strategies to advance our commitment to Diversity, Equity, and Inclusion (DEI) are incorporated within each area.

Charlotte Symphony Strategic Plan 2021-2025

Areas of Strategic Focus

Our Statement of Commitment to Diversity, Equity, & Inclusion The Charlotte Symphony Orchestra is on a learning journey. Music has the power to be a unifying force, bridging differences and bringing us together in the shared enjoyment of its beauty and emotion. In this way, The Charlotte Symphony aspires to be a civic leader but can only do so if we actively reflect our region and make sustained structural changes that embed diversity, equity, and inclusion in all we do. We recognize the systems of inequity that have permeated American orchestras over many decades, as they have our society as a whole. These systems have created an environment where only some have felt welcome to enjoy and participate in symphonic music. Others have felt uncomfortable and excluded or encountered outright barriers to participation. We, along with other orchestras throughout the country, share in the consequences. We are an orchestra that does not yet truly reflect the full and rich diversity of the communities of Charlotte-Mecklenburg: in who we are as an organization, in who we are onstage, and in what we do to be inclusive and welcoming to all. We acknowledge that overcoming these systems of inequity and realizing our vision will require education, actively seeking input from the many communities in our region, a listening ear, and honest self-evaluation in order to implement lasting change. We have begun this work and commit to sustaining it through the seven areas of focus in our Strategic Plan, which follows. As you read through it, you will find specific strategies and steps we will take to advance diversity, equity, and inclusion by addressing: • • • •

Internal Culture Community Engagement Accessibility Recruitment and Retention

• • • •

Internal Education Internal and External Communication The Audience Experience Personal and Organizational Accountability

In addition, we will challenge ourselves to explore new ways of thinking as we do our work by continually asking:

What will we do differently to advance diversity, equity, and inclusion? We will have in place a process and tools to internally monitor our progress. However, a critical measure of our success will be how we are perceived by our communities. To be publicly accountable and to encourage dialogue, scan the QR code at the right, or click here to view periodic updates on the work underway and to give us feedback:

charlottesymphony.org/strategic-plan/deireport

Commitment to Diversity, Equity, & Inclusion

Charlotte Symphony Strategic Plan 2021-2025

Commitment to Diversity, Equity, & Inclusion

STRATEGIC GOAL:

Artistic Vitality & Growth Goal, by 2025: we intend for the CSO’s artistic vitality and growth to be evident in all that we do, from neighborhood concerts in public spaces to our flagship series Uptown; we want newcomers to Charlotte, hearing about the CSO and our musicians from enthusiastic neighbors, to see great performances on stage that reflect their new community; and we aspire, through our preeminent regional role, to be attracting national recognition and generating civic pride. STRATEGIES 1. Use the CSO’s 90th Anniversary Season in 2021-22 as the banner to celebrate the artistic vitality and growth of the CSO through Christopher Warren-Green’s 12-year tenure as Music Director, pivoting to a continuing, fruitful relationship beyond 2022, as our Conductor Laureate and Music Adviser, leading special projects devised with him (e.g., student composition workshops with NC and SC universities). 2. Use the search for a new Music Director — applauding the diversity of talent and programming that is part of the process — as an opportunity to generate energy and excitement in the CSO’s future, and their appointment in or around 2024 as another milestone in building shared ownership and civic pride in the institution. 3. Empower the musicians’ Artistic Advisory Committee to act as a partner with the CSO’s management team in artistic planning, in such areas of artistic concern as venue selection, scheduling, repertoire choices, and the engagement of guest conductors and soloists, as well as in assessing the quality of our recordings. 4. Work with the Conductor Laureate/Music Adviser, Resident Conductor, and Artistic Committee on plans for new commissions, artists-in-residence, and new artistic collaborations through and beyond the transition to the new Music Director.

Artistic Vitality & Growth

Charlotte Symphony Strategic Plan 2021-2025

STRATEGIES (continued) 5. Build our mutually-beneficial artistic relationships with key partners such as Charlotte Ballet, Opera Carolina, and the Charlotte Master Chorale, while leaving room for new initiatives and collaborations to emerge and flourish. 6. As part of the CSO’s strategic focus on public relevance and audience development, showcase our musicians as ambassadors in the community, and as resources to further the CSO’s artistic vitality and growth through their individual creativity as well as their collective contributions (e.g., by engaging our musicians as soloists; and by providing opportunities for musicians to curate new initiatives). 7. Continually assess and develop the CSO’s ability to attract, recruit and retain key talent, with increased access for those historically underrepresented, including but not limited to greater ethnic diversity; and ensure an inclusive and supportive working environment, one that enables our musicians to flourish, as part of our commitment to sustaining a healthy organizational culture that is welcoming to all. 8. Recognizing that artistic vitality can be demonstrated on a small scale as well as large stage, use CSO chamber ensembles to expand our presence and visibility in all the neighborhoods of Charlotte, through programming that is designed with community participation and each unique audience in mind. 9. In pursuit of artistic excellence and the creation of memorable large-scale performances, devote sufficient resources to presenting world-class artists and great symphonic music to our Charlotte audiences.

(continued next page)

Charlotte Symphony Strategic Plan 2021-2025

Artistic Vitality & Growth

STRATEGIC GOAL:

Artistic Vitality & Growth STRATEGIES (continued) 10. In all areas of programming, celebrate the rich diversity of music while making emotional connections to the audiences we seek to serve. 11. Commission and present new projects designed to raise the CSO’s artistic profile on a national and international stage (e.g., performing and recording new works; through broadcasting and streaming; and by select appearances in venues outside Charlotte, such as The Kennedy Center). 12. Build the CSO’s Music Library, protecting and preserving current collections, including our recordings, developing a program to digitize assets, and creating a plan for devoting sufficient new resources to advance artistic vitality and growth. 13. Develop a multi-faceted plan for our use of performance venues, from the facilities of the Blumenthal Performing Arts Center to key partnerships with other concert halls and new performance spaces in Mecklenburg County and the wider region, including South Carolina, ensuring that the CSO has affordable, ready access to high-quality acoustic spaces and a secure home base for the long term. 14. As part of the negotiations for new Agreements with Local 342 of the American Federation of Musicians in 2022 and again in 2024, address together those aspects of collective bargaining that impact artistic vitality and growth, including: • • •

Musicians’ salaries, employment conditions, and overall compensation Recruitment, retention, and consistency of personnel Performance weeks and the healthy artistic balance of the season.

Artistic Vitality & Growth

Charlotte Symphony Strategic Plan 2021-2025

Artistic Vitality & Growth

STRATEGIC GOAL:

Learning Goal, by 2025: the CSO will be regarded as a regional leader in exceptional music enrichment and learning, through innovative programming that is accessible and valuable to all.

STRATEGIES 1. Continue to grow existing relationships with key partners (e.g., the Symphony Guild), and develop new partnerships throughout the Charlotte-Mecklenburg region. 2. Develop programming that creates a seamless continuum of experiences for learners of all ages (e.g., new pre-K initiatives; a third youth orchestra that builds a pathway for emerging area youth musicians — including Project Harmony graduates — to the Charlotte Symphony Youth Orchestra (CSYO) program; adult education; and CSO programs, e.g., sensory-friendly, for individuals with special needs). 3. Support the CSO’s commitment to DEI by featuring works by representative composers on CSYO and education concert programs; engaging guest artists and teachers reflective of our communities; and ensuring that programming is accessible and welcoming to participants of all backgrounds, e.g., especially: under-resourced students in Charlotte-Mecklenburg Schools. 4. Develop plans to allow for greater participation by CSO musicians in our Education and Community Engagement programs while also providing suitable opportunities for nonCSO artists to work with us.

Learning

Charlotte Symphony Strategic Plan 2021-2025

STRATEGIES (continued) 5. As part of our key partnership with Charlotte-Mecklenburg Schools, continue efforts to establish full grade level field trips ensuring all students have the opportunity to experience a CSO education concert. 6. As part of our strategic focus on audience development, expand the use of digital production and distribution to reach a wider audience for our education programs. 7. Increase access for college students to attend CSO workshops, rehearsals, and concerts, as an extension of their classrooms, while developing unique partnerships with each local university to address their specific needs and interests. 8. Build our fundraising capacity to ensure the long-term financial security of educational initiatives, allowing for growth in both depth and reach through increased stability and affordability of programming. 9. Implement communication plans intentionally around CSO education initiatives and tell our story to the community — raising public awareness, and increasing both participation and support.

Charlotte Symphony Strategic Plan 2021-2025

Learning

STRATEGIC GOAL:

Financial Health & Sustainability Goal, by 2025: CSO will be on such a strong financial footing that there are no questions over its short- and long-term health.

STRATEGIES 1. Fine-tune all internal financial management processes and structures. 2. Move to a rolling three-year financial plan, incorporating project budgeting for all programs. 3. Incorporating goals and objectives from the other areas of strategic focus in this Plan, create a balance of programmatic activity that maximizes revenues, including new opportunities for diversification. 4. Support the CSO’s commitment to DEI by ensuring that income and expenses for DEI and organizational culture initiatives are included in each annual operating budget. 5. Finalize new collective bargaining agreements amicably with AFM Local 342, ahead of the respective deadlines of 8/31/22 and 8/31/24, to bring clarity and stability to fixed expense projections through 2025 and beyond.

Financial Health & Sustainability

Charlotte Symphony Strategic Plan 2021-2025

STRATEGIES (continued) 6. Replace $2M annual THRIVE funding, starting in fall 2021, through a mix of additional earned revenue, enhanced corporate and foundation support, re-positioned local government contracts for services, fundraising events, and most significantly, a $50M campaign. 7. Complete the $50M campaign by 2025, to include $10M in short-term expendable strategic funding and $40M in additional endowment support, plus legacy commitments. 8. Monitor management of the new and existing endowment assets, to keep the CSO endowment on course to exceed $50M by 2025. 9. Ensure healthy liquidity and financial stability by building operating cash reserves of $5M by 2025, to serve as a Fund for the Future: as working capital, ‘rainy day’ revenue replacement, R&D venture funds, and as a resource to guarantee a Line of Credit if needed.

Charlotte Symphony Strategic Plan 2021-2025

Financial Health & Sustainability

STRATEGIC GOAL:

Innovation Goal, by 2025: innovation will be embedded in every part of the organization, and the CSO will have developed a reputation as one of the most innovative arts and cultural organizations in the region, and one of the most innovative symphonies of our size in the country.

STRATEGIES

focusing equally on internal culture and external outputs: Foster a culture of innovation by: 1. Creating an ‘innovation lab’, an ad hoc, multi-constituency standing group that meets monthly to provide a forum for voicing and exploring innovative and/or disruptive ideas, through continuing dialogue, including revisiting and reconsidering ideas that may have been tried before but which are thought worthy of reinvention. 2. Create clear internal mechanisms for ideas (or partial ideas) to be reviewed, in the interests of transparency, so that folks understand the criteria and methodology for approval. 3. Also, providing a mechanism for anonymous ideas to surface from anywhere in the organization, allowing individuals to find their own comfort level to make contributions. 4. Empowering staff and musicians with a sense of co-ownership of the CSO’s future, with CSO leadership providing ‘air cover’ for practicing innovation from the ground up, in how ideas are explored, tested and pursued. 5. Making excellent examples of good ideas in each year of the Plan, to show that action can happen, and ideas come to fruition; and celebrating success publicly as well as within the organization, whenever appropriate.

Innovation

Charlotte Symphony Strategic Plan 2021-2025

STRATEGIES (continued) Create innovative outputs and outcomes in all areas of activity, including, for example: 6. Internal communication systems and connections, founded on personal relationships. 7. Programming, commissioning, and concert presentation. 8. Digital media content, marketing, and distribution. 9. Education programming. 10. Our commitment to diversity, equity and inclusion in all that we do. 11. Audience development and fundraising. 12. External collaboration and partnerships.

Charlotte Symphony Strategic Plan 2021-2025

Innovation

STRATEGIC GOAL:

Organizational Culture Goal, by 2025: the CSO will be known as an innovative, united and diverse organization that reflects the community, embodying its core values, and recognizing and celebrating its employees as individuals while also emphasizing teamwork to accomplish its mission.

STRATEGIES 1.

In year one of the Plan, conduct a thorough organization-wide process to identify, agree, and adopt our core values.

2. Nurture an internal culture of diversity, equity, and inclusion that supports, connects, and values all employees and volunteers of the organization. 3. Develop and support an internal communications process to break down silos, acknowledging that we have multiple work environments, and ensure that everyone in the organization knows each other personally, honoring each other’s roles and interconnectivity, in order to foster trust, mutual respect, and collaboration. 4. Excel in communication, being as transparent as possible, encouraging all employees to have access to key information and feel included in the work of the CSO. 5. Consciously practice and assess our adherence to the core values to ensure that they are apparent in practice, whether to newcomers or to long-serving members of the organization, and part of everyday work life.

Organizational Culture

Charlotte Symphony Strategic Plan 2021-2025

STRATEGIES (continued) 6. Foster a welcoming, progressive, and collaborative environment in which the organization encourages and listens to ideas from all employees, as it works towards achieving its mission and vision, attributing equal value to each employee’s input, regardless of position. 7. Provide accountability for both CSO as an organization as well as its leaders in demonstrating and sustaining our commitment to DEI. 8. Ensure that all leaders, employees and volunteers demonstrate an appropriate level of understanding and skill in DEI and antiracist practice, achieved through continual internal education. 9. Continually evaluate and maintain a Human Resources structure that demonstrates a commitment to DEI in all practice areas, including recruiting and retention, on boarding and off boarding, staff performance reviews, and internal practices and policies, so that the CSO will be known as an employer of choice. 10. Develop and build an organizational identity and brand that encompasses the CSO’s mission, vision, values, and personality to reflect what is special about the CSO. 11. Hold ourselves open to external influences that can inform, guide, and enhance our organizational culture.

Charlotte Symphony Strategic Plan 2021-2025

Organizational Culture

STRATEGIC GOAL:

Public Relevance Goal, by 2025: the CSO will be viewed as an integral and irreplaceable part of the artistic landscape of Charlotte by virtue of its excellent musical experiences, intentional cultural partnerships, deep community focus, and dedication to educating and engaging all generations of musicians and music lovers.

STRATEGIES 1. Tell the story of the CSO in a way that connects the public to individual members of the Symphony family, so that they are recognized as positive contributors to community life, and helping to spread ‘word of mouth’ organically about our work. 2. Empower and encourage individual members of the Symphony family — musicians, staff, and volunteers — to show up as members of the CSO while participating in other organizations that promote support and promote civic life and community vitality (e.g., chambers of commerce, Rotary clubs, neighborhood associations, and other non-profits), so that the Symphony is seen as a leadership organization in our community. 3. Conduct institutional marketing and public relations campaigns that promote the CSO as a valuable asset to the City, the County, and the region, so that all our performances and programs are highly visible and well perceived. 4. Demonstrate adherence to the highest standards of non-profit governance, fiscal health, and organizational transparency, and so be viewed as a well-run, well-governed institution by local government, funders, and the media. 5. Share and promote our commitment to DEI in a way that informs and inspires both internal and external stakeholders, through communications that are appropriate and consistent with the CSO’s values and established guidelines.

Public Relevance

Charlotte Symphony Strategic Plan 2021-2025

STRATEGIES (continued) 6. Pursue a consistent approach to community engagement that prioritizes authenticity, respect, intentional listening, reciprocity, true collaboration, and attention to power dynamics. 7. Build an authentic and diverse set of community partnerships that lead, among other benefits, to invitations to the CSO to participate in local festivals and civic events. 8. Ensure that children and their families have easy access to CSO performances and programs, including students participating in Project Harmony and our Youth Orchestras, and through our partnership with CMS and other local districts in both North and South Carolina, to help remove barriers to participation, and strengthen the CSO’s reputation as a welcoming organization. 9. As part of our strategic focus on audience development, build civic pride in the CSO at a grass-roots level, so that, for example, local community leaders, government officials, and individual donors all feel good to talk about “our CSO.” 10. Conduct regular public opinion surveys — of non-attendees as well as current attendees — to learn how we can continue to improve our service and perceived public relevance, and to track our progress from one year to the next.

Charlotte Symphony Strategic Plan 2021-2025

Public Relevance

STRATEGIC GOAL:

Audience Development Goal, by 2025: the CSO will be well-known for “meeting people where they are:” our geographic reach will be greater, utilizing all media to extend our performing and educational impact beyond the immediate region, and, by programming and presenting the CSO with intentionality, we will have grown our audiences in every demographic segment, with special focus on breaking down barriers for those in currently under-represented communities.

STRATEGIES 1. Work with the City of Charlotte, Charlotte-Mecklenburg Schools, neighborhood associations, places of worship, and other community partners, to deepen our physical presence in all parts of the City, building relationships that will help everyone know us well and feel welcome at CSO performances. 2. Develop a network of community ambassadors that will help introduce us to the neighborhoods in which they live, help us engage in conversation, and act as advocates for the CSO in welcoming their friends and neighbors to our programs. 3. Work with Mecklenburg County, including the Department of Park and Recreation, to develop the CSO’s presence in the City’s outdoor spaces, and in venues in the towns of Cornelius, Davidson, Huntersville, Matthews, Mint Hill, and Pineville, building on our current partnerships with local presenters, and with partners such as the Arts & Science Council through the Culture Blocks program that currently brings CSO musicians into libraries, recreation centers, parks, and other community spaces. Ensure that we also focus on attracting citizens from across Mecklenburg County to our performances Uptown. 4. Devise plans that expand the CSO’s presence beyond Mecklenburg County into surrounding counties, including those in South Carolina, working with local presenters and other partners, including recently opened venues, to add value to local arts & cultural programs and complement existing activity. 24

Audience Development

Charlotte Symphony Strategic Plan 2021-2025

STRATEGIES (continued) 5. Build on existing partnerships with WDAV, WFAE, and other local radio and TV stations, including those serving niche audiences, to expand the CSO’s broadcast presence. 6. Coming out of COVID, continue a select portfolio of streamed programming, designed for specific target audiences, that builds on what we have learned in maintaining an online presence for the CSO throughout the pandemic. 7. Complement our digital and broadcasting presence with a comprehensive set of marketing plans that include media serving unique and diverse audiences, to extend the footprint of general familiarity with the CSO and our performances, and underpin our commitment to attract and welcome new audiences. 8. Develop partnerships with Chambers of Commerce, Charlotte Center City Partners, Charlotte Regional Visitors Authority, Greater Charlotte Hospitality and Tourism Alliance, and other agencies that service and support cultural tourists, to welcome larger numbers of out-of-town guests to our performances. 9. Turn our website and social media platforms into more effective tools for engaging new and existing audiences with content that personalizes and enhances the concert experience. 10. Implement plans that enable us to build relationships with each key demographic segment (e.g., forming partnerships with young professional groups across Charlotte). 11. Take a data-driven approach to mapping progress in more effectively engaging our target audiences, and ensure that the evolution of our programming is informed by understanding our audiences’ needs and desires. (continued next page)

Charlotte Symphony Strategic Plan 2021-2025

Audience Development

STRATEGIC GOAL:

Audience Development In an effort to bring exceptional musical experiences to the entire Charlotte-Mecklenburg community, the Charlotte Symphony strives to perform in venues around the region, not just in locations Uptown. The map below illustrates the reach of the 11 venues that the CSO has performed in to date, two new venues that the CSO has already formed partnerships with to perform in the future, and six potential venues that we have targeted as next steps. Out of respect for our colleagues in the industry, we are cognizant of the following orchestras in the region and the spaces they serve: Asheville Symphony, Greensboro Symphony Orchestra, Hendersonville Symphony, Rock Hill Symphony, Salisbury Symphony, Western Piedmont Symphony, and Winston-Salem Symphony.

CSO Current & Potential Regional Performance Venues

CURRENT Venues currently served by the CSO

POTENTIAL Venues previously served by NC Symphony

1 EnergyExplorium at McGuire Nuclear Station 2 Bailey Road Park 3 Kings Mountain High School 4 Belle Johnston Community Center 5 Stumptown Park 6 Harrisburg Town Hall Municipal Complex 7 Stanly County Agri-Civic Center 8 Village Park 9 Kannapolis Performing Arts Center 10 Mac Gray Auditorium 11 Cole Auditorium & Community Center 12 Mooresville High School 13 Cain Center for the Arts

14 Appalachian State University 15 The Walker Center 16 P.E. Monroe Auditorium 17 James W. Warren Citizens Center 18 Western Carolina University 19 South Pointe High School

Audience Development

Charlotte Symphony Strategic Plan 2021-2025

For more details, view these maps online at

http://bit.ly/csoedmaps

Schools traveling to the CSO The Charlotte Symphony prides itself on educational outreach. The map to the right shows the imprint of area schools that travel to see the CSO in its Uptown locations.

CSO traveling to schools Represented here are the 9 counties the CSO reaches by taking performances directly into schools.

CSO in the Community This map illustrates the reach the CSO has in performing at different community venues, including churches, recreation centers, breweries, and schools.

Charlotte Symphony Strategic Plan 2021-2025

Audience Development

Organizational Overview The Charlotte Symphony Orchestra (“Your CSO”) connects with more than 130,000 music lovers each year through its lively season of concerts, broadcasts, community events, and robust educational programs. In the 2024–25 season, Kwamé Ryan will become the Symphony’s 12th Music Director succeeding Christopher Warren-Green, who will remain Conductor Laureate. The CSO is grateful for Maestro Warren-Green’s leadership over the 12 years that he and his wife have invested in the community, especially for students across Mecklenburg County by helping to establish and grow project harmony, hosted in four partnering locations across the City of Charlotte. The Charlotte Symphony is governed by a Board of Directors of 26 community and business leaders, led by Chair Linda McFarland Farthing and Vice Chairs Richard Krumdieck and John Williams. The CSO’s Board of Trustees is comprised of more than 60 prominent supporters who, without governance responsibility, assist the Directors in their efforts to build and maintain the orchestra. Complementing the volunteer leadership structure of the CSO is the Symphony Guild of Charlotte, whose mission it is to provide financial and volunteer support to the organization, and to further music appreciation and education. The CSO also enjoys a special relationship with the Charlotte Master Chorale, contributing spectacularly to the CSO’s presentation of great choral and orchestral works. The 65 professional musicians employed by the CSO in the 2023-24 season are organized through the Local 342 chapter of the American Federation of Musicians, joining in partnership with the 30 administrative staff to carry out the CSO’s mission. In addition to the Bank of America Classical Series, the Levine Pops Series, the Domtar Family Series, and the Movie Series, the CSO is proud to offer a myriad of programming throughout the Charlotte region and beyond.

Organizational Overview

EDUCATIONAL PROGRAMS

pre-kindergarten Charlotte Bilingual Pre-School Violin Program Family Series Pre-Concert Festival Symphony Guild of Charlotte’s Musical Petting Zoo k-12 school education concerts Classroom Classics LinkUp “One Musical Family” Education Concert small ensemble performances Musical Storytelling Music & the Holocaust Prelude Ensembles musicians as instructors Instrument Coaching Instrumental Music Initiative Musician Informances university engagement CSO On Campus Internships Students InTune adult education Pre-Concert Talks

CSO YOUTH ORCHESTRAS Project Harmony Youth Ensemble Youth Philharmonic Youth Orchestra

COMMUNITY EVENTS Beatties Ford Strong Bridging Musical Worlds CSO Al Fresco CSO On Tap Summer Pops Healing Hands Pro-Am Music For All Sensory-Friendly Concerts CSO Roadshow and Immersive Experiences (Coming in Spring 2024)

Charlotte Symphony Strategic Plan 2021-2025

The Charlotte Symphony in 1932 - Guillermo de Roxlo, Music Director

Charlotte Symphony Strategic Plan 2021-2025

Organizational Overview

Context

for the creation and adoption of the CSO’s new Strategic Plan

The 2025 Strategic Plan was created over an eightmonth period from October 2020 – May 2021. It was begun while COVID was still raging, and completed as most North Carolinians were becoming vaccinated. The CSO continued to perform, to live audiences outdoors and those online, throughout the pandemic. We have learned lessons about our capacity to produce high-quality digital offerings to complement our live performances; and will discover the extent to which there will remain audiences hungry for streamed performances once the pandemic has eased. In May 2021, subscriptions for the CSO’s 2021-22 Season went on sale, and we were allowed to resume performances to a live audience indoors for the first time. All this provides context for post-pandemic strategies, especially those under Artistic Vitality, Education, Audience Development and Innovation, which inform this Plan.

We want to reinforce the importance of our commitment to diversity, equity, and inclusion in enabling the CSO to live up to our mission and in the hope of fulfilling our vision. Threaded throughout the seven areas of focus are strategies that, woven together, unite us in this commitment. Finally, it will be noticed that the Plan includes Goals and Strategies but not more granular objectives and tactics. These will be devised and measured as the Plan is pursued, on an annual basis, and as we pace ourselves over the four years to its successful execution.

Another important contextual point of reference is the change in the arts funding landscape in Charlotte that was still settling as this Plan was being adopted. The outcome of the City of Charlotte’s decision to fund client organizations more directly, rather than through the Arts & Science Council, is still resonating. Most welcome is the news of a three-year match of City annual fund support by the private sector through the Foundation for the Carolinas. It remains to be seen how greatly the CSO may benefit as a grantee of the new $36m combined fund over the first three years covered by this Plan; and how the new funding stream will contribute to the CSO’s exit strategy from its $2m of annual THRIVE support. Also still to be clarified is the future role of the ASC, as an important partner in the arts and cultural community and as a conduit for financial support from Mecklenburg County.

Written in May 2021

Context

Charlotte Symphony Strategic Plan 2021-2025

STRATEGIC PLAN TIMELINE

2O21 – 2O22

2O22 – 2O23

2O23 – 2O24

2O24 – 2O25

•

In-person audiences return to the concert hall beginning in September.

•

Charlotte Symphony’s 90th Anniversary Season.

•

Christopher Warren-Green’s final season as Music Director.

•

Christopher James Lees begins new contract as Resident Conductor.

•

Search for new Music Director begins, and first candidates appear.

• Third youth orchestra created, and other new strategic initiatives unveiled. •

2 ½ year Comprehensive Campaign is launched in September, to create new short-term strategic, quasi-endowment and endowment funds; and to help replace THRIVE funding ($2m over 10 years, ended January 2021) through a combination of new earned, contributed and government revenues.

•

Negotiations between CSO and Local 342 begin to agree a new CBA.

•

Christopher Warren-Green becomes Conductor Laureate and Music Adviser.

•

Negotiations between CSO and Local 342 for a new CBA aim to be complete before August 2022, in time for 2022-23 Season.

•

Search for new Music Director fully underway, with up to 12 guest conductors.

•

$50M Comprehensive Campaign should be passing half-way mark.

•

Search for new Music Director reaches its culmination, with the Board of Directors looking to make a decision whom to select at the beginning of 2024.

•

Appointment of new Music Director expected to be announced concurrent with the release of the 2024-25 Season.

•

$50m Comprehensive Campaign should be complete around the end of 2023/24.

•

David Fisk’s contract renewed through the 2027–28 season.

•

New Music Director begins their inaugural season.

•

Celebration of completion of Comprehensive Campaign.

•

New Strategic Plan is created ready for the beginning of 2025-26.

Charlotte Symphony Strategic Plan 2021-2025

Timeline

Leadership & Thanks VOLUNTEER LEADERSHIP Linda McFarland Farthing Chairperson

John D. Williams Vice-Chair

Mick Ankrom Treasurer

Richard Krumdieck Vice-Chair & Chair, Music Director Search Committee

Ulrike Miles Chair, Development Committee

Richard Osborne Chair, Board of Trustees

Jenny Tolson President, The Symphony Guild of Charlotte, Inc ADMINISTRATION David Fisk President & Chief Executive Officer

Michael Reichman Vice President of Artistic Operations & General Manager

Angel Adams Vice President of Finance and Administration

Aram Kim Bryan Vice President of Learning & Community Engagement

Shayne Doty Vice President of Development

Maribeth Baker Human Resources Counselor

Mical Hutson Vice President of Marketing & Patron Experience 32

Leadership & Thanks

Charlotte Symphony Strategic Plan 2021-2025

CONDUCTORS Kwamé Ryan Music Director Designate

Christopher James Lees Resident Conductor & Youth Orchestra Conductor

Christopher Warren-Green Conductor Laureate

Eric Thompson Youth Philharmonic Co-Conductor & Youth Ensemble Conductor

Katie Ebert Youth Philharmonic Co-Conductor MUSICIANS Samuel Sparrow Orchestra Committee Chair

Thomas Burge ICSOM Delegate

Alex Wilborn Artistic Committee Chair

Thanks & Acknowledgments The Charlotte Symphony Orchestra would like to thank the following Strategic Planning Committee members, comprised of administrative staff, board members, and musicians, for their extraordinary ideation, visionary thinking and time invested to make the creation of this Strategic Plan possible: Debbie Abels John Clapp David Fisk Kari Giles Yih-Han Ma Taylor Marino

Alex Miles Glenn Mincey (Chair) Kirsten Morris Kim Parker Cory Rogers Bob Rydel

Melinda Snyder Candace Sykes Kevin Walker Shanté Williams

We would also like to thank the many other CSO musicians, staff members, Directors, and Trustees who participated in numerous working groups to develop the Goals and Strategies included in this document. Charlotte Symphony Strategic Plan 2021-2025

Leadership & Thanks

YOUR CHARLOTTE SYMPHONY Kwamé Ryan, Music Director Designate Christopher James Lees, Resident Conductor

Christopher Warren-Green, Conductor Laureate

FIRST VIOLINS

CELLOS

OBOES

Calin Ovidiu Lupanu Concertmaster

Erica Cice, Acting Principal The Leo B. Driehuys Chair‡ Teil Taliesin†

TRUMPETS

The Catherine & Wilton Connor Chair

Jonathan Lewis, Principal The Kate Whitner McKay Principal Cello Chair

Joseph Meyer Associate Concertmaster

Allison Drenkow Acting Assistant Principal

Terry Maskin

Jonathan Kaplan

Kari Giles Assistant Concertmaster

Alan Black* Principal Emeritus

ENGLISH HORN

Gabriel Slesinger Associate Principal The Marcus T. Hickman Chair

Susan Blumberg°°

Marlene Ballena

Jane Hart Brendle

Jeremy Lamb

Cynthia Burton

Amy Sunyoung Lee

Ayako Gamo David Horak†

Sarah Markle Oksana McCarthy †

Lenora Leggatt Jenny Topilow

DOUBLE BASSES

Dustin Wilkes-Kim

Kurt Riecken,* Principal

Hanna Zhdan

Jason McNeel, Acting Principal

SECOND VIOLINS

Judson Baines* Assistant Principal

Oliver Kot, Principal The Wolfgang Roth Chair

Kathleen Jarrell Assistant Principal

The Pepsi-Cola Foundation of Charlotte Chair

Carlos Tarazona° Monica Boboc Martha Geissler Sakira Harley

Allan Rosenfeld

Samuel Sparrow

TUBA

BASS CLARINET

Colin Benton Principal The Governor James G. Martin Chair

Andrea Mumm Trammell Principal The Dr. Billy Graham Chair

CONTRABASSOON Nicholas Ritter

Amy Orsinger Whitehead Erinn Frechette PICCOLO Erinn Frechette

BASS TROMBONE Scott Hartman, Principal

Nicholas Ritter

Benjamin Geller, Principal

Thomas Burge

E ♭ CLARINET

HARP

VIOLAS

John Bartlett Principal

Samuel Sparrow

BASSOONS

Victor Wang, Principal The Blumenthal Foundation Chair

Cynthia Frank

Taylor Marino, Principal The Gary H. & Carolyn M. Bechtel Chair

Jeffrey Ferdon Luis Primera†

FLUTES

Ellen Ferdon

CLARINETS

Allan Rosenfeld

Ellyn Stuart

Kirsten Swanson† Acting Assistant Principal

TROMBONES

Justin Cheesman† Acting Assistant Principal

Tatiana Karpova

The Zoe Bunten Merrillt Principal Viola Chair

Terry Maskin

Alex Wilborn, Principal The Betty J. Livingstone Chair

Joseph Merchant, Principal Joshua Hood

HORNS Byron Johns, Principal The Mr. & Mrs. William H. Van Every Chair Andrew Fierova Philip Brindise† The Robert E. Rydel, Jr. Third Horn Chair

TIMPANI Jacob Lipham, Principal The Robert Haywood Morrison Chair PERCUSSION Brice Burton, Principal

° Non-revolving position °° Alternates between first and second violins † Acting member of the Charlotte Symphony ‡ Funded by The Symphony Guild of Charlotte, Inc. * On leave

Richard Goldfaden Andrew Merideth† The Charlotte Symphony Orchestra is a proud member of the League of American Orchestras.

Wenlong Huang Viara Stefanova Ning Zhao

Musicians

Charlotte Symphony Strategic Plan 2021-2025

23-24 BOARD OF DIRECTORS Linda McFarland Farthing Chair Richard Krumdieck Vice Chair John Williams Vice Chair Mick Ankrom Treasurer Manny Clark Secretary

David Fisk President & CEO

Sidney Fletcher Kevin Gottehrer Byron Johns* Stephen Makris Alex McKinnon Ulrike W. Miles Sara Garcés Roselli Ylida Scott Melinda Snyder

*ex officio

Jeanie & T. Thomas Cottingham III Brian Cromwell Alessandra & | Pasquale De Martino Alvaro & Donna de Molina Peggy & Richard Dreher Lisa Hudson Evans Eileen Friars & Scott Pyle Todd Gorelick Ralph S. Grier Laurie Guy Janet Haack

Reginald B. Henderson, Esq. Mark & Whitney Jerrell Jeff Lee Gov. James G. Martin Jane & Hugh McColl Susan & Loy McKeithen George McLendon Mica Oberkfell Patrick J. O’Leary Debbie & G. Patrick Phillips Paul Reichs Nancy & Charles Robson

Patricia A. Rodgers M.A. Rogers Laura & Mike Schulte Carolyn Shaw Emily & Zach Smith Bob & Marsha Stickler Kelly & Neal Taub Adam Taylor Braxton Winston Richard Worf Joan Zimmerman Albert Zue

EXECUTIVE

DEVELOPMENT

HUMAN RESOURCES

David J. L. Fisk

Shayne Doty

Maribeth Baker Human Resources Counselor

LEARNING & COMMUNITY ENGAGEMENT Aram Kim Bryan

MARKETING

Dylan Lloyd

Joye D. Blount Mike Butterworth Nick Clements Catherine Connor Mary Delk* Denise DeMaio

Jennifer Sullivan Jenny Tolson* Jenny Topilow* Ken Walker Kevin Walker

23-24 BOARD OF TRUSTEES Richard Osborne, Chair Paul Anderson Ruth & Richard Ault Kat Belk Arlene & Milton Berkman Jason & Tiffany Bernd Mary & Charles Bowman Frank Bragg Robin & Bill Branstrom Derick & Sallie Close Robin Cochran Wilton Connor

ADMINISTRATION

President & CEO

Samantha Hackett Executive Administrator

ARTISTIC OPERATIONS Michael Reichman

Vice President of Artistic Operations & General Manager

Carrie Graham Senior Director of Artistic Planning

Tim Pappas Director of Operations

Nixon Bustos

Vice President of Development

Mandy Vollrath

Director of Corporate & Institutional Relations

Libby Currier

Director of Individual Giving

Tammy Matula

Senior Manager of Development Operations

Lauren Taylor Annual Fund Manager

Jennifer Gherardi

Development Manager Campaign & Special Events

Principal Music Librarian* Personnel Manager

FINANCE & ADMINISTRATION

Claire Beiter

Angel Adams

Erin Eady

Operations Coordinator

John Jarrell Stage Manager

Vice President of Finance & Administration

Mical Hutson

Vice President of Marketing & Audience Development

Deirdre Roddin

Director of Institutional Marketing & Communications

Nicole Glaza Senior Manager of Digital Marketing

Chad Calvert

Vice President of Learning & Community Engagement

Senior Manager of Youth Orchestras

Mark Rockwood

Education & Community Programs Manager

Michaela Sciacca Project Harmony Manager

Gavin Fulker

Education & Community Programs Assistant

Visual Communications Manager

Lily Moore

Laura Thomas Marketing Manager

Youth Orchestras Assistant

Jirah Montgomery

Meghan Starr

Youth Orchestras Program Assistant

Patron Experience Manager

Bria Alexander

Garrett Whiffen Ticketing Manager

Learning & Community Engagement Assistant

Amy Hine

HR Coordinator & Office Administrator

Charlotte Symphony Strategic Plan 2021-2025

Board, Trustees, & Administration

The Charlotte Symphony Orchestra recognizes our state and local governments, corporations, foundations, and countless individuals for their support and generosity. Each plays a vital role in ensuring the continued success of the CSO. Thank you.

128 S. Tryon Street, Suite 350 Charlotte, NC 28202

charlottesymphony.org