Highlights from the Affiliate Member Services Business Plan Presentation to the Affiliate Forum July 18, 2005
This information is confidential and was prepared by The Bridgespan Group solely for the use of our client; it is not to be relied on by any 3rd party without The Bridgespan Group's prior written consent.
The beginning of a journey 1. Maximizing the power of partnership: Working both at the national level and in partnership with community-based affiliates is the best way to advance NCLR’s mission 2. Realizing the potential of the network: NCLR believes there are opportunities to strengthen and better leverage its relationship with affiliates 3. Embarking on a joint effort: To reach that potential, NCLR reached out to affiliates to learn about what they can do together to maximize impact in the community 2 This information is confidential and was prepared by The Bridgespan Group solely for the use of our client; it is not to be relied on by any 3rd party without The Bridgespan Group’s prior written consent.
Engaging with affiliates
Sept. 2004
Affiliate listening tour
Nov. 2004
Liaison Committee formed
Dec. 2004
Mar. 2005
Apr. 2005
Affiliate Survey
Bridgespan process began
Jul. 2005
NCLR Conference Annual Conference
Fall 2005
Mar. 2006
Apr. 2006
Board meeting
Regional affiliate meetings
Affiliate Council meeting
Affiliate Council meeting
3
This information is confidential and was prepared by The Bridgespan Group solely for the use of our client; it is not to be relied on by any 3rd party without The Bridgespan Group’s prior written consent.
Maximizing impact: NCLR’s theory of change The needs of Hispanics are known Good services are developed to address those needs Those services are broadly available
Hispanics have the ability to improve their socio-economic status
Hispanics are empowered to take advantage of services
Social barriers to equity are removed Legal barriers to equity are removed
Ultimate vision Hispanics reach equality with nonHispanics in the United States
Hispanics have the opportunity to improve their socioeconomic status
4 This information is confidential and was prepared by The Bridgespan Group solely for the use of our client; it is not to be relied on by any 3rd party without The Bridgespan Group’s prior written consent.
Affiliates want an active role in advancing NCLR’s goals % of affiliates selecting role as “most important” 30%
28%
19%
20
14% 12% 10
0
Collect program & community data
Share best practices
Participate in advocacy
Implement NCLR programs
11%
Mobilize constituents
5
This information is confidential and was prepared by The Bridgespan Group solely for the use of our client; it is not to be relied on by any 3rd party without The Bridgespan Group’s prior written consent.
Affiliates look to NCLR for advocacy expertise Number of affiliates selecting reason as “most important”
60 52
40 24 20
13 4
0
Advocacy
1
Financial Networking Technical NCLR's assistance assistance programs
6 This information is confidential and was prepared by The Bridgespan Group solely for the use of our client; it is not to be relied on by any 3rd party without The Bridgespan Group’s prior written consent.
Strengthening the partnership NCLR services: • Advocacy (e.g. policy briefs, advocacy days)
General membership Latino-serving community-based organizations who work with NCLR to fulfill its mission
• Networking (e.g. annual conference) • Select technical assistance • Clear criteria for the selection of sub-grant recipients Affiliate responsibilities: • Support NCLR • Highlight issues facing Hispanics in their community • Serve as a balanced, large, and representative constituency
7 This information is confidential and was prepared by The Bridgespan Group solely for the use of our client; it is not to be relied on by any 3rd party without The Bridgespan Group’s prior written consent.
Building deeper relationships General members Active advocacy affiliates in NCLR’s priority areas
Large & loyal supporters in any issue area
Advocacy partners
Program partners
Institutional Next partners generation
Engaged program affiliates in NCLR’s priority areas
New & innovative affiliates in any issue area
8 This information is confidential and was prepared by The Bridgespan Group solely for the use of our client; it is not to be relied on by any 3rd party without The Bridgespan Group’s prior written consent.
Targeting services: Advocacy partners NCLR services:
General members
Advocacy partners
Program partners
• In-depth advocacy training • Access to senior policy expertise • Knowledge-sharing forums • Eligibility for NCLR advocacy sub-grants
Institutional Next partners generation
Affiliate responsibilities: • Initiate their own advocacy efforts • Support NCLR’s advocacy efforts
9 This information is confidential and was prepared by The Bridgespan Group solely for the use of our client; it is not to be relied on by any 3rd party without The Bridgespan Group’s prior written consent.
Targeting services: Program partners NCLR services:
General members
Advocacy partners
Program partners
• Support for working with NCLR on a program • Data systems and training • Knowledge-sharing forums • Eligibility for NCLR program sub-grants
Institutional Next partners generation
Affiliate responsibilities: • Codify and distribute programs or implement NCLR’s models • Collect data on program success (or failure) to support policy efforts
10 This information is confidential and was prepared by The Bridgespan Group solely for the use of our client; it is not to be relied on by any 3rd party without The Bridgespan Group’s prior written consent.
Targeting services: Institutional partners NCLR services:
General members
Advocacy partners
Program partners
• Access to NCLR relationships (e.g. special receptions with key NCLR contacts) • Access to senior policy expertise • External promotion Affiliate responsibilities:
Institutional Next partners generation
• Strong voices supporting NCLR: - Join coalitions with NCLR around highest priority policy issues - Support NCLR in the community, press
• Experienced role models
11 This information is confidential and was prepared by The Bridgespan Group solely for the use of our client; it is not to be relied on by any 3rd party without The Bridgespan Group’s prior written consent.
Targeting services: Next generation General members
Advocacy partners
Program partners
NCLR services: • Targeted technical assistance (e.g. finance, organization building, leadership) • Subsidies to participate in NCLR events Affiliate responsibilities:
Institutional Next partners generation
• Develop innovative services - Engaging new communities - Working on new issues
• Serve as the pulse of a dynamic constituency - Highlight issues - Provide data on community needs
12 This information is confidential and was prepared by The Bridgespan Group solely for the use of our client; it is not to be relied on by any 3rd party without The Bridgespan Group’s prior written consent.
Changes for affiliates • Movement between categories: All affiliates are general members and can become partners when both NCLR and the affiliate wish to engage more deeply • Dues: NCLR proposes to move to a sliding scale for membership dues • Disaffiliation: There may be times when either NCLR or an affiliate determines that affiliation is no longer a good fit
13 This information is confidential and was prepared by The Bridgespan Group solely for the use of our client; it is not to be relied on by any 3rd party without The Bridgespan Group’s prior written consent.
Changes for NCLR
Elevated role for AMS To support its affiliate relations NCLR will elevate the role of AMS within headquarters and put in place new communications, planning processes, and information systems
Senior staff in field offices To provide a greater level of localization and customization, NCLR proposes to shift more resources into the field including more seniorlevel policy staff
14 This information is confidential and was prepared by The Bridgespan Group solely for the use of our client; it is not to be relied on by any 3rd party without The Bridgespan Group’s prior written consent.
Closing the gap
15 This information is confidential and was prepared by The Bridgespan Group solely for the use of our client; it is not to be relied on by any 3rd party without The Bridgespan Group’s prior written consent.