Professional Documents
Culture Documents
TEAMBUILDINGWORKSHOPTEMPLATE
Part1:Participantsintroducethemselvesandtellwhytheyareorganizationmembers,whatthey
getfrombeingmembers,andwhatspecialgiftstheybringtotheorganization.
Part2:Participantsworkinbreakoutgroupsandbrainstormanswerstothesequestions:
Team1AQuestion:Inordertobecometheorganizationthatwewanttobe,whatdowe
needtodothatwerenotdoingnow?(Letsnowcallthemvisionitems.)
Obtainmoneythroughgrants,sponsorship,fundraising,tiermembershipfees.Member
categoriescouldincludethefollowing:
Retirees
Individualsandselfemployed
Corporations
Hospitals
Faithbasedorganizations
Pursuemarketingandmediaopportunities,suchasthefollowing:
Membershipdrive
Mailingofpostcards
Mediasponsorship
Advertisingagency
Brochure
Branding(useoforganizationlogoonbags,pens,etc.)
Displayboothathealthfairsandtradeshows
Improvedaccesstowebsite
Improveuseoftechnology
Maketheorganizationwebsitemoreaccessibletoeveryone.
Useemaillistservetopublicizeorganizationevents.
Defineourtargetaudienceforrecruiting.Conductamembershipdrivethatincludes:
Asiancommunity
Jewishcommunity
Physicians
BuildingCapacityinYourOrganization
2015TomRomito,Facilitator,Cleveland,OH44109USA
Email:
thomasmromito@gmail.com
Web:
http://www.tomromito.com
Othermedicalproviders
Redefineourvision
Redefineourmissionstatement
Restateandreviewitateachmeeting.
Clarifythemission.
Modelbehavioratourworkplacestoencourageemployeestobehealthy,active.
Identifyandmarketouruniquenessandthevalueofmembershipthrough:
Collaborationandpartnerships
Support
Employmentopportunities
Exposureformemberorganizations
Trainingandeducationalforums
Programpromotion
Team2AQuestion:Inordertobecometheorganizationthatwewanttobe,whatdowe
needtodothatwerenotdoingnow?(Visionitems)
Explorefundingsources.
Hireaparttimestaffpersontoworkfortheorganization.
Developarecruitmentplan.
Developamarketingplan.
Developastrategicplan.
Publishaquarterlynewsletter.
Makebetteruseofourwebsite.
Haveanewmemberorientation.
Team1BQuestion:Inordertobecometheorganizationthatwewanttobe,whatdowe
needtododifferentlyfromwhatweredoingnow?(Letsnowcallthemchanges.)
Increasecommunicationsandpresencethroughthewebsite.
Expandfundingopportunities.
Recognizeourinherentpower.
Beambassadorsforeachotherbyincreasingourknowledgeofmemberagencies
services.
Developastructureformembershipfees.
Offerprofessionaltrainingforproviders.
ConcentrateonformingaDevelopmentCommittee(Identifypeoplewithtimeand
interestandincreasetheirskills).
Restructureselectioncriteriaofcommitteechairs(Stressimportanceofcochairs).
Increasethediversityofouraudience
Expandourtargetaudienceregionally.
BuildingCapacityinYourOrganization
2015TomRomito,Facilitator,Cleveland,OH44109USA
Email:
thomasmromito@gmail.com
Web:
http://www.tomromito.com
Team2BQuestion:Inordertobecometheorganizationthatwewanttobe,whatdowe
needtododifferentlythanwhatweredoingnow?(Changes)
Establishavisionstatement.
Broadenrecruitmentofmembers.
AnswerthequestionWhoarewe?
Improveourpublicrelationsandmarketingtechniquesandprocessestoincreasethe
visibilityoftheorganization(e.g.,partnerwithlocalmedia).
Expandournetworkofcommunityresources.
Diversityourfundraisingefforts.
Increaserepresentationoftheorganizationincommunitygroups.
Completeanddistributearesourceguide.
Part3:Breakoutgroupsreportedtothewholegrouptheirtopthreeitems.Heretheyare:
Team1A:VisionItems.
Notenoughpeopleknowabouttheorganization.Asaresult,weneedtodothefollowing:
Bettermarketing
Identifyandrecruitunrepresentedgroups(minorities,hospitals,doctors,otherhealthcare
professionals).
Reviseandexpandourmissionstatementandrestateitateachmission.
Dodevelopmentworkinordertoacquirefundsforapaidstaffpersonthrough:
Grantproposalwriting.
Sponsorships.
Tieredmembershipdues
Fundraising
Makebetteruseoftechnologytools,suchas:
Ourwebsite
Emaildistributionlist
Listserve
Team2A:VisionItems.
Developastrategicplan.
Explorefundingsourceswiththefollowingthingsinmind:
Createanumbrellaorganization.
Hireadedicatedstaffperson.
Developauniquefundraisingevent.
Developamarketingplanthataddresses:
Memberrecruitment
BuildingCapacityinYourOrganization
2015TomRomito,Facilitator,Cleveland,OH44109USA
Email:
thomasmromito@gmail.com
Web:
http://www.tomromito.com
Newsletter
Websiteutilization
Spotlightingmemberorganizations
Newmemberorientation
BuildingCapacityinYourOrganization
2015TomRomito,Facilitator,Cleveland,OH44109USA
Email:
thomasmromito@gmail.com
Web:
http://www.tomromito.com
Team1B:Changes.
Increaseourcommunicationsthrough:
Websitedevelopment
Increasedpresenceofmemberagencies
Increaserecognitionofmemberagencyservices
Increasethediversityofourtargetaudienceintheseways:
Regionally(eastside,westside,andcounties)
Ethnically(Hispanic,Asian,NativeAmerican,Arabic)
Provideprofessionaltrainingforprovidersrelatingtowhat
ourmemberagenciesdoby:
Offeringcontinuingeducationcredits.
Establishingaspeakersbureau.
Havingcochairsinallcommittees.
Encouragingallmemberagenciestoappoint
ambassadorstovisitproviders.
Identifyingindividualswiththetimeandinteresttodothesethings,thendevelopingtheir
skills.
Team2B:Changes.
Improveourpublicrelationsandmarketingtechniquesandprocessesby:
Broadeningmemberrecruitment.
Partneringwithlocalmedia.
Developingaresourceguide.
Acquiringmorefunds.
Expandournetworkofcommunityresourcesby:
Appointinganorganizationalrepresentativetovisitnonmemberagencies.
Acquiringmorefunds.
Developprogramsthathavethefollowingfeatures:
Holdsorganizationmembersaccountableforwhattheydo.
Projectsaremanageable.
BuildingCapacityinYourOrganization
2015TomRomito,Facilitator,Cleveland,OH44109USA
Email:
thomasmromito@gmail.com
Web:
http://www.tomromito.com
Part4:Eachteamsummarizeditstoponetofouritems,asfollows:
Team1AVisionItems:
Marketourbrand
Raisefundstosupportmarketing.
Increaseaccessibilityofourwebsite.
Team2AVisionItems:
Conductastrategicplanningprocess.
Team1BChanges:
Improvethefunctionalityofourwebsite.
Diversifyourtargetaudience.
Educateourmemberswhoareproviders.
Openmembershiptootherproviders.
Team2BChanges:
Increaseourvisibilityasaresourcetostakeholders.
Deployourmemberstootherorganizationsandrecruitthem.
Managetheparticipationofourmembersinordertoaccomplishourgoals.
Part5:Thewholegroupconsolidatedthetopthreeorfourvisionitemsandchangesintoonelist,
asfollows:
VisionItems:
Conductastrategicplanningprocess.
Marketourbrand.
Raisefunds.
Improvethewebsite.
Changes:
Diversifyourtargetaudience.
Haveourmemberswhoareproviderseducatetherestoftheorganizationabouttheir
services.
Deployourmemberstononmemberorganizationstoeducateandrecruitthem.
Managetheparticipationofourmembers.
BuildingCapacityinYourOrganization
2015TomRomito,Facilitator,Cleveland,OH44109USA
Email:
thomasmromito@gmail.com
Web:
http://www.tomromito.com
Part6:Thewholegroupdevelopedthefollowingactionplantoimplementthevisionitemsand
changes:
What
Who
When
st
Appointastrategicplanningcommittee.
ExecutiveCommittee
1
Qtr
st
Provideourmarketinginformationtoallmembers.
PRCommittee
1
Qtr
Developafundraisingplan.
Development
2dQtr
Committee
Improveourwebsite.
CommunicationsDept. 2dQtr
Identifytargetculturesforoutreachandmembership.
EducationCommittee
3dQtr
st
Haveourmemberswhoareproviderseducatetherestof
ExecutiveCommittee
1
Qtr
theorganizationabouttheirservices.
Conductoutreachtononmemberproviders.
Tobedetermined(TBD) TBD
st
Manageparticipationofourmembers.
ExecutiveCommittee
1
Qtr
BuildingCapacityinYourOrganization
2015TomRomito,Facilitator,Cleveland,OH44109USA
Email:
thomasmromito@gmail.com
Web:
http://www.tomromito.com