Highlights from the Affiliate Member Services Business Plan

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.