Treasurer wrkshp


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Treasurer wrkshp

  1. 1. Calling All Rice Leaders… Goal Setting/Establishing Group Expectations by: “ Building and Maintaining an Effective Team” Paul J. Sutera, Leadership Giving Officer April 17, 2005
  2. 2. <ul><li>Goals for this Presentation: </li></ul><ul><li>Learn some goal setting techniques </li></ul><ul><li>Take an inventory of your leadership qualities </li></ul><ul><li>Give an overview of fundraising at Rice University </li></ul><ul><li>Share with you the on-campus funding opportunities available </li></ul><ul><li>Show you some examples of “successful” fundraising activities </li></ul><ul><li>Questions/Answers </li></ul>
  3. 3. <ul><ul><li>Why Goal Setting? </li></ul></ul><ul><ul><li>Achieve more </li></ul></ul><ul><ul><li>Improve performance </li></ul></ul><ul><ul><li>Increase your motivation to achieve </li></ul></ul><ul><ul><li>Increase pride and satisfaction in your achievements </li></ul></ul><ul><ul><li>Plan to eliminate attitudes that hold you/your group back </li></ul></ul>
  4. 4. <ul><ul><li>Tips to effectively set goals: </li></ul></ul><ul><ul><li>Positive statements </li></ul></ul><ul><ul><li>Be precise </li></ul></ul><ul><ul><li>Set Priorities </li></ul></ul><ul><ul><li>Write them down </li></ul></ul>
  5. 5. <ul><ul><li>What are some goals of student organizations at Rice University? </li></ul></ul>
  6. 6. <ul><ul><li>What are some goals of your organizations? </li></ul></ul><ul><ul><li>Motivating the team to work </li></ul></ul><ul><ul><li>Delegating </li></ul></ul><ul><ul><li>Communication </li></ul></ul><ul><ul><li>How to brainstorm effectively as a team </li></ul></ul><ul><ul><li>Retaining team members </li></ul></ul><ul><ul><li>Appreciating the team </li></ul></ul>
  7. 7. <ul><ul><li>Competencies </li></ul></ul><ul><ul><li>& </li></ul></ul><ul><ul><li>Skills Self-Assessment </li></ul></ul>
  8. 8. <ul><ul><li>What if I gave your organization </li></ul></ul><ul><ul><li>$86,400.00 </li></ul></ul><ul><ul><li>How would your group change? What would you purchase, etc? </li></ul></ul>
  9. 9. <ul><ul><li>A = 1 </li></ul></ul><ul><ul><li>T = 20 </li></ul></ul><ul><ul><li>T = 20 </li></ul></ul><ul><ul><li>I = 9 </li></ul></ul><ul><ul><li>T = 20 </li></ul></ul><ul><ul><li>U = 21 </li></ul></ul><ul><ul><li>D = 4 </li></ul></ul><ul><ul><li>E = 5 </li></ul></ul>100 % Important
  10. 10. <ul><ul><li>Six things happen in a conversation: </li></ul></ul><ul><ul><li>What I said; </li></ul></ul><ul><ul><li>What you said; </li></ul></ul><ul><ul><li>What I thought I said; </li></ul></ul><ul><ul><li>What I thought you said; </li></ul></ul><ul><ul><li>What you thought I said; </li></ul></ul><ul><ul><li>What you thought you said. </li></ul></ul>
  11. 11. <ul><ul><li>Seven Step Program to Brainstorming: </li></ul></ul><ul><ul><li>Have an end result, and ensure the whole group knows why; </li></ul></ul><ul><ul><li>Round #1: Everything is a good idea </li></ul></ul><ul><ul><li>Round #2: Piggyback </li></ul></ul><ul><ul><li>Round #3: Hone in on groups top choices </li></ul></ul><ul><ul><li>Round #4: Final round – select the direction </li></ul></ul><ul><ul><li>Have F-U-N </li></ul></ul><ul><ul><li>Remember throughout to have an open mind </li></ul></ul>
  12. 12. <ul><ul><li>The Goose Story </li></ul></ul><ul><ul><li>Next time you see Geese heading South for the Winter…flying along in V formation…you might consider why: </li></ul></ul><ul><ul><li>As each bird flaps its Wings, it creates an Uplift for the bird immediately following. </li></ul></ul><ul><ul><li>By flying in V formation the Flock adds at least 71% greater flying range, than if each bird flew on its own. </li></ul></ul><ul><ul><li>YOUR ORGANIZATION: </li></ul></ul><ul><ul><li>People who share a common direction and sense of community can get where they are going more quickly and easily because they are traveling on the thrust of one another. </li></ul></ul>
  13. 13. <ul><ul><li>The Goose Story – continued… </li></ul></ul><ul><ul><li>When the Head Goose gets tired it rotates back in the Wing and another goose flies Point. </li></ul></ul><ul><ul><li>YOUR ORGANIZATION: </li></ul></ul><ul><ul><li>It is sensible to take turns doing demanding jobs with others in your club/organization to keep members involved and keep the group moving forward. </li></ul></ul>
  14. 14. <ul><ul><li>The Goose Story – continued… </li></ul></ul><ul><ul><li>Geese honk from behind to Encourage those up front to keep up their speed… </li></ul></ul><ul><ul><li>YOUR ORGANIZATION: </li></ul></ul><ul><ul><li>What does the leadership in your organization say when other members honk from behind? </li></ul></ul>
  15. 15. <ul><ul><li>Creating and Setting Goals </li></ul></ul><ul><ul><li>Please take a few minutes and write down some club/organization goals that you would like to accomplish in the coming: </li></ul></ul><ul><ul><li>MONTH , YEAR , FUTURE </li></ul></ul>
  16. 16. <ul><ul><li>Introduction to Fundraising </li></ul></ul><ul><ul><li>@ </li></ul></ul><ul><ul><li>Rice University </li></ul></ul>
  17. 17. <ul><ul><li>My former position : </li></ul></ul><ul><ul><li>Assistant Director of Development – Student Affairs </li></ul></ul><ul><ul><li>started in the Spring ’04 with the purpose of coordinating and supporting fundraising efforts from young alumni for various Student Affairs programs and organizations; training and educating student affairs staff and students in fundraising operations and opportunities; and helping develop among student leaders and appreciation for the role of philanthropy at Rice. </li></ul></ul>
  18. 18. <ul><ul><li>Some of the many highlights with regards to student clubs/organizations fundraising: </li></ul></ul><ul><ul><li>ADVANCE received $2,500 from BP </li></ul></ul><ul><ul><li>Engineers Without Borders has received over $29,000 since March ’04 in donations </li></ul></ul><ul><ul><li>GATHER Resource Center received $2,500 to purchase materials for the Center </li></ul></ul><ul><ul><li>Lacrosse team developed a solicitation that yielded over $7,800 in gifts </li></ul></ul><ul><ul><li>Mock Trail has a successful letter writing campaign for their speaker series and regional/national competition: Over $700 raised in the first week! </li></ul></ul><ul><ul><li>Put together a division-wide mailing to the last ten years of graduates asking them to support clubs and organizations which has led to the creation of the “Student Clubs & Organizations Fund” </li></ul></ul><ul><ul><li>Philharmonics received a donation of $5,600 to enhance their recording abilities </li></ul></ul><ul><ul><li>Rice Crew put together a newsletter to inform past members of current happenings </li></ul></ul><ul><ul><li>South Asian Society received a gift of $2,000 from Shell to sponsor their cultural performance </li></ul></ul><ul><ul><li>Wellness Center just received a $10,000 programming grant from the Gordon Foundation </li></ul></ul><ul><ul><li>Leadership Rice project – Owl Parade has currently raised over $6,000 (AND HOPEFULLY MORE AFTER BIDDING CONCLUDES TODAY!) for student clubs and organizations </li></ul></ul><ul><ul><li>Etc </li></ul></ul>
  19. 19. <ul><ul><li>Then and Now: With Regards to Fundraising </li></ul></ul><ul><ul><li>Proactive v. Reactive </li></ul></ul><ul><ul><li>Your new contact in the Development Office is: </li></ul></ul>
  20. 20. <ul><ul><li>Holly Williams – The one-stop shopping name to know! </li></ul></ul><ul><ul><li>Holly D. Williams – Student Activities </li></ul></ul><ul><ul><li>Holly K. Williams [Will Rice alumna ‘02] </li></ul></ul><ul><ul><li>Assistant Director of Development, Annual Gifts </li></ul></ul><ul><ul><li>713/348-4666 </li></ul></ul><ul><ul><li>[email_address] </li></ul></ul><ul><ul><li>(Fundraising Questions Contact) </li></ul></ul>
  21. 21. <ul><ul><li>Fundraising for Your Organization </li></ul></ul><ul><ul><li>Setting Goals – The vital element in any good fundraising plan is a set of clear, specific, and articulated goals. A good way to produce these goals is to meet with all organization members and your advisor (for historical perspective) and have a brainstorming session. </li></ul></ul><ul><ul><li>Why do you want to/need to raise funds? </li></ul></ul><ul><ul><li>Why do you think someone would give to your organization? </li></ul></ul><ul><ul><li>Who would give? Could you utilize the local community? Student body? Former students? </li></ul></ul><ul><ul><li>Would YOU give to your own organization? </li></ul></ul><ul><ul><li>What is the goal (in dollars) for contributions for this year? Next year? </li></ul></ul><ul><ul><li>What resources are available to your committee? </li></ul></ul><ul><ul><li>How many hours per week is your group willing to spend towards the fundraising effort? </li></ul></ul><ul><ul><li>What fundraising activities were undertaken in the past? Were they effective? </li></ul></ul><ul><ul><li>What are the strengths and talents of the group? </li></ul></ul><ul><ul><li>How will you recognize donations? </li></ul></ul>
  22. 22. <ul><li>On-Campus Funding Opportunities: </li></ul><ul><li>Student Activity Fund – </li></ul><ul><li>Why was this fund established? Created by Rice students through blanket tax fees to provide funding for events of a cultural, educational, or otherwise valuable nature. </li></ul><ul><li>How do I apply? </li></ul><ul><li>Total yearly allocation approximately $30,000. Deadlines are 4 x per year . </li></ul><ul><li>President’s Programming Fund – </li></ul><ul><li>Why was this fund established? Created by the President of Rice to provide funding for student events of a cultural, educational, or otherwise valuable nature. </li></ul><ul><li>How do I apply? </li></ul><ul><li>Total yearly allocation approximately $20,000. Deadlines are 4 x per year . </li></ul>
  23. 23. <ul><li>On-Campus Funding Opportunities: </li></ul><ul><li>Student Clubs & Organizations Fund </li></ul><ul><li>Established this Spring ’05 to benefit student clubs and organizations. Funding comes from a variety of programs; however, the monies are donations from alumni. Will be administered through Student Activities. Available funds will vary year-to-year based on alumni gifts to this fund. This year monies from the Owl Parade, Kroger/Randall's Affinity Program, donations from alumni solicitation, etc started the account. </li></ul><ul><li>Dr. Bill Wilson Student Initiative Grant – </li></ul><ul><li>The grant provides support for an innovative or entrepreneurial student project to improve student activities or campus life. BE CREATIVE. The money can be used for any worthwhile student project, however salaries and/or travel will not be supported. Proposals are due on a date to be determined each fall and the award is approximately $5500. Any Rice student may submit a proposal. Proposals can be sent to Dr. Bill Wilson Grant, c/o Master, Wiess College, MS-738. </li></ul>
  24. 24. <ul><li>On-Campus Funding Opportunities: </li></ul><ul><li>Envision Grant – </li></ul><ul><li>Offers an avenue to fund individual projects. Awarded proposals promote service, foster leadership development, incorporate innovation, plan for sustainability, and/or exhibit creativity. The President provides funding for the program. Projects are not restricted to efforts on campus and can benefit a community of the student's choosing – this is an opportunity to be visionary and bold! </li></ul><ul><li>Community Service Grant – </li></ul><ul><li>The Dean of Undergraduates allocates funds to this grant for the exclusive use of community service organizations and programs. These funds are separate from the President's Programming Fund and the Student Activity Fund. </li></ul>
  25. 25. <ul><li>On-Campus Funding Opportunities: </li></ul><ul><li>Academic and Research Support Fund – </li></ul><ul><li>Why was this fund established? Created by the Division of Student Affairs, to support individual or group academic research projects. There are two deadlines for fund allocation (one each semester). Who can apply for this money? This fund may be used for all academic or research projects by individuals or groups of students. This includes, but is not limited to, academic publications, research symposia, conference travel, etc. Student organizations are not eligible for this fund. How do I apply? Fill out the form on the website at </li></ul><ul><li>Staffing Alumni Events – </li></ul><ul><li>Staffing alumni events (Homecoming, Families Weekend, Beer Bike Tent, etc) is something that clubs/organizations have done in the past for Jennifer Harding, Director of University Events. Her contact information is harding@ or x6094. </li></ul>
  26. 26. <ul><li>On-Campus Funding Opportunities: </li></ul><ul><li>Athletic Department – </li></ul><ul><li>Clubs can seek fund raising opportunities in the Athletic Department during both fall and spring semester. Fall 1) Clean up after football events (20-25 students) $500.00 -about a 4 hour duty. 2) Volleyball Games -- need rotators -- people to throw ball back to the server. About $15.00 per match. Spring Baseball Games - clean up afterwards (10 students) $100.00 -about a 2 hour duty. For more information contact Michael Shockley in the Athletic Department at x8785 or mshock@. </li></ul><ul><li>Outdoor Activities & Trips – </li></ul><ul><li>The Recreation Center has funds available for students to help finance outdoor trips and activities during the fall semester. If you are leading an outdoor trip or just planning to do an outdoor excursion during the semester, go to the Recreation website for more information. </li></ul>
  27. 27. A quick plug!! The Culture of Philanthropy Fall 2005 1 credit Monday Evenings from 7pm – 9pm Hanszen College Sponsored Class
  28. 28. Fundraising Ideas
  29. 29. <ul><li>Fundraising: </li></ul><ul><li>Car wash </li></ul><ul><li>Entertainment books </li></ul><ul><li>Bake Sale </li></ul><ul><li>Outside the Box Thinking: ‘Arresting’ your favorite administrator – </li></ul><ul><li>Owl Parade </li></ul><ul><li>Rent-A-Rower </li></ul><ul><li>Water Polo “Pancake” Sale….after hours </li></ul><ul><li>Princeton Review: Many opportunities… La Shandra Haynes ( [email_address] ) OR 832/476-4336 Ext. 1736 </li></ul><ul><li>Corporate Matching Program – a gift that is made on condition it be matched within a certain period, either on a one-to-one basis or in accordance with some other formula such as a gift by a corporation matching a gift by one of its employees. </li></ul>
  30. 30. <ul><li>Questions </li></ul><ul><li>& </li></ul><ul><li>Next Steps </li></ul>