Trusted                                       Partner to                                       America’s                  ...
ABOUT UStheONEgroup brings years of successful private-sectorand social-sector experience to organizations and theirstaff,...
THE GOOD NEWSDespite America’s struggling economy, last year some                    was donated to charity.That is   2%  ...
THE BAD NEWS•   Competition remains fierce among nonprofits for donors’    attention and loyalty.•   In a still-sluggish e...
theONEgrouptheONEgroup brings the very best of for-profit andnonprofit practices to organizations and staffhelping them:  ...
We’ve helped these leadingnonprofits ...
We’ve worked with these globalcompanies...
theONEgroup helps you suceedWe bring years of successful private-sector and social-sector experience to bear, helping you:...
theONEgroup principals have•   Extraordinary breadth and depth of experience and knowledge.•   Diverse backgrounds and poi...
John Heron    MANAGING DIRECTOR•   As Executive Vice President of Barton Cotton,    John created strategies and new fundra...
Fred Vallejo    CREATIVE STRATEGY•   Fred has written award winning direct mail    packages for many of the nation’s leadi...
Mary Heron    BUSINESS AND BRAND DEVELOPMENT•   Mary has served on nonprofit boards including    the Junior Guild of Goodw...
Celia Calvo    LEADERSHIP, DEVELOPMENT STRATEGY•   Cecilia has 18 years experience at senior levels    of nonprofits, gove...
William Stephens    DIGITAL AND NEW MEDIA STRATEGIST•   William (Billy) has over 10 years of experience in    digital desi...
Charlie Orasin    DEVELOPMENT STRATEGY•   As president of Handgun Control’s lobby,    foundation and PAC Charlie helped bu...
Lynne Brooks    DEVELOPMENT•   Lynne combines 15 years in nonprofit management    with 15 years in advertising, marketing ...
Michelle Wells    PUBLIC RELATIONS & COMMUNICATIONS•   Michele has more than 30 years’ experience in    public relations, ...
Gene Sofer    GOVERNMENT RELATIONS•   Gene has 30 years experience in government and    government relations. He spent mor...
Dan Robertson    FINANCE•   Dan has served as CFO, working for the    Printing Industries of America, Inc., the    Aluminu...
Sheldon Romer    EXECUTIVE CONSULTANT•   Sheldon Romer was the co-founder and former    CEO of Rudi’s Organic Bakery, the ...
Case Study•   Wrote and produced the 2012 Annual Report.•   Wrote and produced quarterly newsletters to replace the    org...
Case Study•   Reviewed all existing fundraising and cultivation materials and studied recent    survey research.•   Conduc...
Case Study•   Founder and long-time head of organization passed away.•   Successfully handled transition issues after the ...
ContactFor additional information contact us:   Phone: 202.540.0411                                         Email: info@th...
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theONEgroup Capabilities Presentation

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theONEgroup brings years of successful private-sector and social-sector experience to organizations and their staff, helping them plan better, execute better, achieve organizational goals, reach personal goals, and create the right culture for sustained success – your own and others’.

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theONEgroup Capabilities Presentation

  1. 1. Trusted Partner to America’s NonprofitsSTRATEGIC PLANNING FUNDRAISING MARKETING COMMUNICATIONS
  2. 2. ABOUT UStheONEgroup brings years of successful private-sectorand social-sector experience to organizations and theirstaff, helping them plan better, execute better, achieveorganizational goals, reach personal goals, and createthe right culture for sustained success.
  3. 3. THE GOOD NEWSDespite America’s struggling economy, last year some was donated to charity.That is 2% of our Gross Domestic Product.If we could advance mission effectiveness, andraise revenues by , that’s another Think how many more lives could be saved? How many more children could be feddedicated to the work of and educated? How many animalsthe country’s nonprofits. could be protected? How much cleaner and healthier our environment could be?
  4. 4. THE BAD NEWS• Competition remains fierce among nonprofits for donors’ attention and loyalty.• In a still-sluggish economy, donors are limiting the size of their contributions.• Many nonprofits are grappling with rising operational costs, slow to adopt best practices, and unable to invest capital in the organization’s future.• Mission creep has caused some nonprofits to veer from their core mission and founding purpose.• Some organizations experience leadership fatigue at Board or senior staff levels.
  5. 5. theONEgrouptheONEgroup brings the very best of for-profit andnonprofit practices to organizations and staffhelping them: 1 ADVANCE THEIR MISSIONS 2 RAISE MORE MONEY 3 ENHANCE THEIR EFFECTIVENESS
  6. 6. We’ve helped these leadingnonprofits ...
  7. 7. We’ve worked with these globalcompanies...
  8. 8. theONEgroup helps you suceedWe bring years of successful private-sector and social-sector experience to bear, helping you: PLAN EXECUTE BETTER BETTER CREATE THE RIGHT CULTURE SUSTAINED SUCCESS
  9. 9. theONEgroup principals have• Extraordinary breadth and depth of experience and knowledge.• Diverse backgrounds and points of view.• Strong passion for achievement.• Cross-sector experience.• Helped those they work with succeed, too.• Placed a high value on loyalty, trust, honesty and integrity.• Contributed to professional yet enjoyable work environments.
  10. 10. John Heron MANAGING DIRECTOR• As Executive Vice President of Barton Cotton, John created strategies and new fundraising products that benefited clients such as National Geographic, Ducks Unlimited, National Audubon, Sierra Club, American Museum of Natural History and the US Golf Association.• John’s vision led to the formation of The Balance Bar Company, which was a pioneer in what has become the $176 billion dollar functional food category.• As an investment banker, John raised capital from large hedge funds, private-equity firms, institutional money managers and private individuals. John also closely analyzed companies and came to thoroughly understand what separates high-achieving businesses from the ordinary.
  11. 11. Fred Vallejo CREATIVE STRATEGY• Fred has written award winning direct mail packages for many of the nation’s leading nonprofit organizations, including the American Red Cross, the Museum of Modern Art, the National Holocaust Memorial Museum, the National Trust for Historic Preservation, the National Wildlife Federation, The Nature Conservancy, The New York Public Library, Sesame Street and the Smithsonian Institution.• Fred is the recipient of several of the direct marketing industry’s most notable awards, including Caples Awards, ECHO Awards and MAXI Awards.• Fred’s work has been cited in the Complete Work of Model Fundraising Letters.
  12. 12. Mary Heron BUSINESS AND BRAND DEVELOPMENT• Mary has served on nonprofit boards including the Junior Guild of Goodwill Industries and The Barker Foundation, and volunteered for numerous others including the Make-A-Wish Foundation.• Mary was co-founder and CEO of Cricket Natural Beverages and established many business relationships including Starbucks and Whole Foods. Cricket won a CLIO for packaging and design.• During her career, Mary has worked with numerous Fortune 500 companies including Valero Energy, Johnson & Johnson, Sysco, Aramark, Starbucks, Hershey and Allergan.• Mary serves as business development advisor to VueCare Media, a multi- media company, and Nation LTD, a fashion company based in LA.
  13. 13. Celia Calvo LEADERSHIP, DEVELOPMENT STRATEGY• Cecilia has 18 years experience at senior levels of nonprofits, government, and international development campaigns in both the U.S. and the United Kingdom.• She has led development efforts at the Smithsonian Institution, Commonwealth Education Fund, Save the Children, ActionAid and Oxfam.• Cecilia also has advised partners and clients – Fortune 500 businesses, governments and international and local nonprofits – on a range of issues affecting their philanthropic investments.• She is a veteran of presidential election campaigns and served in senior positions at the U.S. Department of Health and Human Services and at the Corporation for National and Community Service during the Clinton administration.
  14. 14. William Stephens DIGITAL AND NEW MEDIA STRATEGIST• William (Billy) has over 10 years of experience in digital design, new media, and marketing and communications.• Billy has worked on the web and new media teams at Discovery Communications and PlumTV. In his role as Creative Director of Topics Education, a strategic communications firm in Charlotte, NC, Billy lead teams around the strategy, planning, design, and development for print, video, web, social media, and direct mail/email efforts around cause marketing initiatives for clients including the Weather Channel, BET, Microsoft, TruTV, Wells Fargo, and PBS.• Billy has served as a consultant in redesigning the web experiences for non- profits including the National Aquarium and the National Women in the Arts Museum, and recently assisted Blackbaud, the leading software provider for nonprofits, in the planning, development, and launch of a new business unit – a full service design agency exclusively for nonprofits.
  15. 15. Charlie Orasin DEVELOPMENT STRATEGY• As president of Handgun Control’s lobby, foundation and PAC Charlie helped build Handgun Control, Inc. (now the Brady Center to Prevent Handgun Violence) into a counterforce to the National Rifle Association.• Charlie specialized in implementing major donor programs as well as significant direct-response fundraising campaigns while Senior Vice President at Craver, Mathews, Smith & Company, a leading direct response firm.• As Senior Vice President at Defenders of Wildlife, Charlie grew the donor file from 100,000 to more than 500,000, built an online grassroots force of 750,000+, and implemented a multi-channel direct-response program.
  16. 16. Lynne Brooks DEVELOPMENT• Lynne combines 15 years in nonprofit management with 15 years in advertising, marketing and consulting.• Lynne specializes in the convergence of corporate social responsibility, cause marketing and nonprofit development.• Her nonprofit work includes positions as Director of Development for Keep America Beautiful, Executive Director of the Darien Land Trust and co- founder of the Darien Environmental Group.• Lynne has worked with many Fortune 100 companies including UPS, The Coca-Cola Company, Time Warner and American Express.
  17. 17. Michelle Wells PUBLIC RELATIONS & COMMUNICATIONS• Michele has more than 30 years’ experience in public relations, executive media training, marketing communications, crisis communications and more.• Michelle has worked with entrepreneurial start-ups, medium-sized companies and Fortune 500 companies, including Westin Hotels, Head Sports, Miller Brewing, M&M/Mars, the R.T. French Company and more.• Michelle has worked with American Farmland Trust, Humane Farm Animal Care and the International Association of Culinary Professionals.• She currently serves on the Board of the Humane Society of Boulder Valley and is a past board member of the Women’s Bean Project, Slow Food International, American Institute of Wine and Food as well as Community Food Share.
  18. 18. Gene Sofer GOVERNMENT RELATIONS• Gene has 30 years experience in government and government relations. He spent more than two decades as a senior staff person on Capitol Hill and in the Executive Branch.• As Counsel to the House Education and Labor Committee, he played a key role in the enactment of landmark legislation on education, job training, childcare, economic competitiveness, and the creation of AmeriCorps.• Between 1994 and 1998, he served in the Clinton Administration as the first Director of Congressional and Intergovernmental Relations at the Corporation for National and Community Service. He also served as Deputy Executive Director of the President’s Advisory Commission on Holocaust Assets in the United States.
  19. 19. Dan Robertson FINANCE• Dan has served as CFO, working for the Printing Industries of America, Inc., the Aluminum Association, Inc., the National Community Pharmacists Association and the Association for Manufacturing Technology.• Dan co-founded Access Conference Call which was recognized by Inc. magazine as one of America’s 500 fastest-growing companies.• As a senior leader working with each group’s Board of Directors, Dan oversaw all financial planning and financial management, as well as information technology, facilities management and human resources.
  20. 20. Sheldon Romer EXECUTIVE CONSULTANT• Sheldon Romer was the co-founder and former CEO of Rudi’s Organic Bakery, the leading organic bread bakery in the United States.• Following his first career as a teacher and Clinical Social Worker, Sheldon combined his ability to help people and organizations transform challenges into opportunities, with compassionate business leadership skills.• After 24 successful years at Rudi’s, Sheldon put his unique, breadth and depth of talents to work as a business consultant and coach. Clients praise his perceptive, one-of-a- kind insights into leadership development, change management, team development, organizational development, facilitation and strategic planning.• Sheldon is a certified coach (ICF) with over 1500 hours of experience and a trained Mediator.
  21. 21. Case Study• Wrote and produced the 2012 Annual Report.• Wrote and produced quarterly newsletters to replace the organization’s expensive and less-timely magazine.• Wrote and produced “one-pagers” to succinctly explain the organization’s major program areas. One-pagers were used successfully with funders who had expressed interest in a particular AFT program.
  22. 22. Case Study• Reviewed all existing fundraising and cultivation materials and studied recent survey research.• Conducted new survey of members and mission-related stakeholders to determine their knowledge of the organization, their view of its mission- effectiveness, and how they best describe the organization’s work.• Interviewed staff to identify effective core programs and their impacts, existing threats to mission, and immediate needs.• Drafted new Case Statement. Beta tested it with major donors, Board members, and senior staff. Prepared final Case Statement for organization- wide distribution and use.
  23. 23. Case Study• Founder and long-time head of organization passed away.• Successfully handled transition issues after the loss of founding leader.• Created a Legacy Fund as an annual fundraising tool.• The results: record-breaking response rates of 7.28% with an average gift of $244.
  24. 24. ContactFor additional information contact us: Phone: 202.540.0411 Email: info@theonegroupllc.com Web: www.theonegroupllc.com

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