South Lincoln County, Workshop Presentation (May 2012)
1.
2. THIS MORNING: from 9:00am to 12:00 pm
Teaming up for Success
– Working together to get things done
– Building a team, keeping it going
– Team structure to increase success
– VISION Draft Review, Niche Markets
– Set up your Action Teams
3. THIS AFTERNOON: from 1:00 to 4:00 pm
Fundraising for your Tourism Project(s)
• TO Matching Grant
• Fundraising key Principles & Strategies
• Specific sources of funding for tourism
• Draft fundraising action plan for your Team
5. Complete A …to Z
(10 minutes)
Using objects you have ON
YOU (backpack, purses OK)
at your table.
First group to finish shout!
6. A small number of people
with complementary skills
who are committed to a
common purpose,
performance goals, and
approach for which they are
mutually accountable.
7. “A mutually beneficial and well structured group of
individuals with a common purpose working to
attain results they are more likely to achieve
together, than alone.”
8. A TEAM is the dynamic expression of a
collaborative effort
10. What are some benefits and challenges we
encounter when working in a collaboration?
Why collaborate ….. And when?
11. 8 Myths About Marriage
1. Marriage is always good.
2. We should all get married ….
3. Marriage saves money.
4. The parties in a Marriage shall have equal power.
5. The main reason to Marry is because we get to keep the
gifts.
6. Married people shall have written agreements.
7. In a Marriage a written agreement is a guarantee against
any/all problems.
8. If you try hard enough, you can make any Marriage
work….
12. LOCAL SUCCESSES
(Activity)
1. List the Top 3 successful Local Collaborations in
your community and what made them successful.
2. Report back to the group.
List of Collaborations Reasons for their success
1. 1.
2. 2.
3. 3.
14. • Ideology: often leaves little room for the flexibility
needed
• Leadership: if no one has enough power to bring or
keep the group together …. It may fail.
• Power: we must equally value different powers
• History: historical disagreements make things hard
• Tokenism: funders require teamwork, thus we get
together …..
15. 1. 2 columns listing examples of Challenges in your
community and Better Ways to handle such challenges.
2. Report top 3 back to large group.
CHALLENGES BETTER WAYS
1. 1.
2. 2.
3. 3.
16. 1.The scope of the collaborative project is clearly
defined.
17. 2. Each partner knows how the collaboration will
advance the interests of his/her organization or
business.
.
18. 3. Role and responsibilities have been defined;
mechanisms for communication and joint
accountability are in place.
19. 4. The relationship works: there is structure, trust
and respect among the key players to support the
level of risk and interdependence involved in the
project.
20. • Competing building consensus
• Working alone to including others
• Focusing on short to demanding long-
term results
21. The bigger picture drives the
Collaborative TEAM’s actions. Team
members exists to serve the bigger
picture.
22. Decision making is a deliberate (mental) processes
leading to the selection of one course of action
(opinion) chosen among several alternatives.
24. A Decision-Making Protocol is a key element of
group collaboration
Always agree how to decide … before you start!
25.
26. If you could bring with you just one
thing, what would it be?
What if you could get 2, 3, 4 ….
things?
Prioritize your list of 14 objects
First [ 3 min.] on your own read Individual
Instructions
Then [7 min] Group Instructions with your
group
27. • What helped make a decision?
• What got in the way?
• Was there much conflict?
• Did you reach consensus? If not?
• Could you apply something from today to
those groups in the future?
• What would you do differently?
28. 1. Shaving mirror
2. Two-gallon can of oil-gas mixture
3. Five-gallon can of water
4. One case of U.S. Army MREs
5. Twenty square feet of opaque plastic
6. Two boxes of chocolate bars
7. Fishing kit
8. Fifteen feet of nylon rope
9. …..
29. • Draft Community Vision Statement (15 years)
– GROUP WORK: Input from Teams
– Changes, additions
• Community Vision Statement finalized
30. During the first week together we have come up with
a Vision:
“The communities in South Lincoln County have
been able to leverage their human capacity and
build the critical tourism and economic
infrastructure.
This sustained focus and effort over nearly 20 years
has created an integrated region, where important
functions and services are shared between the
communities. ………”
31. Community / Social Aspects
• Sustainable jobs & businesses, One single Chamber,
Health services increased, ……..
Economic / Tourism Aspects
• Natural resources have been preserved, Activities are
nature-based and diverse, Businesses are historically and
culturally based ….
Environmental Aspects
• Today’s setting today is preserved and pristine, USFS is
an active partner, towns & business districts are
connected, we involve and educate the tourists …
32. HEADLINE NEWS !!
2015 - Waldport and Yachats Chambers of
Commerce Merge & announce the opening of the
Spruce Interpretive Trail …
2020 - Driftwood sculpture festival draws
international chefs …
2030 - South Lincoln County Convention Center
breaks ground …
33. We are now going to operate under the
assumption that, from this point forth, TEAMS
(and not individuals) are going to be the unit of
ORTS in South Lincoln County.
34. • Review – what we have learned so far (Action
Team Structures).
• Act – divide in ACTION TEAMS to identify
the next steps necessary to accomplish short and
long term project goals.
• Select – the most practical / beneficial /
doable projects toward which we feel should
move.
35. Team A – TRAILS Group (Market Regional Trails /Mt
Bike Trail Developments) [Convener - Lauralee Svensgaurd]
Team B – Host Adventure Race [Convener – Susan
Woodruff]
Team C – Regional Marketing Increase Connectivity
Signage [Convener – Andrea Scharf & Susan Woodruff]
Team D – Regional “We Speak” Program [Convener –
Bev Wilson]
Team E – Develop Guided Experience
36. Act – self-select the ACTION TEAM you would
like to participate in.
Action Team will then identify:
1. List of 4-5 Projects: some will be Short Term
some Medium Term Projects (a list of 4-5)
2. Prioritize the list and select first project
3. Develop Strategies, Actions and roles necessary
to accomplish short and long term goals.
37. Selected Projects should be:
• practical
• beneficial
• doable
• almost shovel ready (achievable in the next year
Short Term or Medium Term 2-5 years)
• able to generate community “buy in”
• consider connectivity
• …….
38. Select – the most practical / beneficial / doable
Tourism Project(s) which your Team feels should
tackle as first priority. [15 minutes]
39. Team Name: _______________________________
Team Goal / Purpose: ____________________________
Strategy: 1._____________________________________
2._____________________________________
3._____________________________________
Action Steps:
A._____________________________________
B._____________________________________
C._____________________________________
Action Team Members ___________ Roles ___________
40. Team Name: _______________________________
Project: ________________________________________
Strategy: 1._____________________________________
2._____________________________________
3._____________________________________
Action Steps:
A._____________________________________
B._____________________________________
C._____________________________________
Action Team Members ___________ Roles ___________
41.
42. $10,000 available of a Matching Grant offered by
Travel Oregon to your community to develop 1-3
Tourism Project(s).
“ For projects that contribute to the development
and improvement of local economies and
communities throughout the state by means of the
enhancement, expansion and promotion of the
visitor industry.”
43.
44. Fundraising is the gentle art of teaching the joy of
giving.
We should never forget that no Fundraising effort
ever succeeds unless one person asks another person
for money.
45. Fundraising make us a sort of
“Financial prospectors”
• What are we seeking
• Where to look
• How to extract (tools, time, efforts)
• …. After we find it …. How do we take
it to market
46. “Whether is called development, advancement,
attracting philanthropic resources, cultivating
voluntary support, or friend raising, the key to
fundraising success is relationship building”
S. Nudd -1991
47. INGREDIENTS:
RIGHT Cause (perceived need)
RIGHT People (staff and volunteers)
RIGHT Structure
RIGHT Amount (research)
PREPARATION:
RIGHT Way (how)
RIGHT Time (when)
RIGHT Presentation (Marketing)
48. If you want money, you have to ask for it.
Donors are not ATMs; Thank before ( and after)
you bank.
Most money comes from people and most of
those people are not rich.
Donors have the right to say No.
[FROM Kim Klein]
52. International Environment
Arts, culture, affairs and animals
and Foundations Unallocated
$13.22 $6.96 $27.73
humanities 4.3% 2.3% giving
Public- $13.67 9.1% $23.67
society 4.5% 7.7%
benefit
$22.65
7.4%
Religion
Health $102.32
$23.15 33.4%
7.6%
Human
services
$29.64 Education
9.7% $43.32
14.1%
Source: Giving USA Foundation / Giving USA 2008
53. • Timing
• Mission
• Priorities
• Passion
Find the “giving” criteria and ….
You’ve found the key!
54. Carwash = $$ now
Corporate Donation = $$ 1 - 6 months
Grants = 1 - 12 months
Government Proposal = $$ 1 - 3 years
55. Others will invest in
communities that invest in
themselves.
Tie in with other
initiatives…not many
grants for “tourism.”
56. “ Tourism product is any place (or project) in a
community where a cash register rings because a
visitor from out-of-town has brought in money ”
Gail Trussel Univ. of Missouri
57. • Tourism Development is a form of Economic
Development
• Economic developers often refer to themselves as
product developers
• Tourism development and tourism promotion
are the same things for promotion is an element of
marketing.
• Tourism developers are marketers
58. • Entrepreneurs (and not corporate executives) are
more likely to be involved in tourism-related
product development
• Entrepreneurs are also more likely to be
unfamiliar with the nuances of the economic
development process
• Often first-time entrepreneurs and those
opening new markets are high-risk prospects.
59. To support these new high-risks Tourism
Development our Communities must
provide an effective structure to connect
and encourage the first initial steps and to
assist and foster them in the medium long
term.
This is the ultimate goal of RTS …
60.
61. • Travel Oregon Oregon Tourism Commission Yearly
Matching grant Program
• Oregon State Parks & Recreation
• Oregon Department of Fish & Wildlife
• Conservation Strategy Implementation Grants
• Oregon Department of Transportation Scenic
Byways
• U.S. Federal Grants information
• What about your County?
62. • Cycle Oregon (administered by OCF)
• Bikes Belong Coalition
• International Mountain Bicycling Association
/USAC
• Oregon Pedestrian and Bicycle Grant Program
• OR Bike Manufacturers …..??
• TFFF – The Ford Family Foundation
• DMV ??
• ……
63. • Oregon Department of Agriculture
• Natural Resources Conservation Service (NRCS) -
Conservation Innovation Grants (CIG)
• USDA – Community Development Resources - Value-
Added Producer Grant (VAPG)
• USDA Rural Development
• John Deere Foundation The John Deere Foundation has doubled
its annual giving over the past three years and anticipates awarding grants and
gifts totaling $12 million
• More …..
64. • Oregon Cultural Trust
• Oregon Arts Commission
• Travel Oregon Oregon Tourism Commission
Yearly Matching grant Program
• Tourism Cares – Worldwide Grant Program
• Oregon Community Foundation
• More…
65.
66. In Your Teams
STEPS:
1) Choose project (if more than one)
2) Brainstorm Assets
3) Create Expense Budget
4) Create Income Budget and Income Strategies
5) Create action plan for each strategy.
67. In your Action Team:
• Define your top priority project (s) ( if you have
more than one)
• Brainstorm and list your project/team assets using
Worksheet 1
68. Unique strengths your Team has to raise money:
• physical assets (a building in a great location)
• skills (a volunteer who is a great cook, grant
writing experience )
• relationships (a board member who seems to
know absolutely everyone in town)
• a compelling mission (teaching disadvantaged
youth to train guide-dogs for the blind)
•Others?
69. Using Worksheet 1 (5 min):
1. Brainstorm your Project/Team Assets
2. Choose 5 most valuable Assets
3. Share with the whole group
70. On a Flip Chart, brainstorm all the costs associated
with your project [use Worksheet 2 (bottom half)
to create an expense budget]:
• Construction?
• Marketing?
• Printing?
• Raw Materials?
• Permits?
72. Income Cash In-Kind Total
Grants $5,000 $5,000
Sponsors $1,100 $1,100
Fundraising $2,000 $2,000
In-Kind Labor $3,500 $3,500
Total Income $7,000 $4,600 $11,600
Expenses Cash In-Kind Total
Tree Planting $1,500 $1,200 $2,700
Fencing $2,500 $2,800 $5,300
Brick Wall $3,000 $600 $3,600
Total Expenses $7,000 $4,600 $11,600
73. On a flip chart:
1. Brainstorm a list of fundraising strategies /
income sources
• Hint: look back at your assets!!!
• Don’t forget about TO Matching Grant!
• In-Kind and Cash
2. Rank Strategies: Screen and prioritize top 5
strategies. Determine which strategies best match
budget your project needs.
3. Use Worksheet 3.
74. Use Worksheet 2 (Top Half) to Create
Income Budget
Does your income match your expenses?
75. Income Cash In-Kind Total
Grants $5,000 $5,000
Sponsors $1,100 $1,100
Fundraising $2,000 $2,000
In-Kind Labor $3,500 $3,500
Total Income $7,000 $4,600 $11,600
Expenses Cash In-Kind Total
Tree Planting $1,500 $1,200 $2,700
Fencing $2,500 $2,800 $5,300
Brick Wall $3,000 $600 $3,600
Total Expenses $7,000 $4,600 $11,600
76. 1. Use Worksheet 4 to develop a plan for action for
each Fundraising strategy your Action Team has
idnetified (additional copies available).
2.
77. Donors don't give to institutions. They invest in
ideas and people in whom they believe.
- G.T. Smith
In good times and bad, we know that people give
because you meet needs, not because you have
needs.
- Kay Grace
78. Thank you and Good Luck!
Dr. Maurizio Valerio
Regional Program Coordinator
Rural Development Initiatives
541-519-3902
mvalerio@rdiinc.org
...builds leadership networks and
rural communities
79. 1. Events: current, historic or cultural
2. Locations: man-made and natural environments
3. Properties: sites and facilities
4. Materials: guides, books, maps (fulfillment
pieces and promotional give-away)
5. Operations: controlled functions and activities
that attract and/or accommodate people
80. Experience
Creators
Tourism
Development
Steering
Plan
committee
Marketing
