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The Grand Reveal
Big Ideas:
• Shared membership status
across the network
•Institutional memberships for
national organizations
•An all-member conference
•More shared technology such
as a CRM
•Funding and support for
chapters that pilot programs to
scale nationally
Big Ideas:
•More active, organized
involvement in the advocacy
and policy arena
• Training Institutes
throughout the year for
chapter leaders and members
• Fiscal sponsorship via YNPN
National
•Group purchasing
opportunities
YNPN 3.0 is
     about
 strengthening
  our network
infrastructure.
YNPN 3.0 is
    about
 deepening
relationships
  across the
  network.
YNPN 3.0 is
 about better
 access to the
network for a
broader range
   of people.
Where do we
  start?
Project #1: Developing
Shared Standards
Developing a set of shared standards will
allow us to name the essence of what it
means to be a chapter in our network
and determine what supports and
systems of accountability we’ll need to
uphold these standards.
Project #2: Creating a Data
Center
Together, we’ll come up with a system
for collecting and aggregating chapter
level data that will create a cohesive
story about YNPN, our chapters, our
membership, and our collective impact.
Project #3: Setting up
chapter input & decision-
making structures
This project will focus on creating a
system of feedback and joint decision
making for YNPN National and YNPN
chapters that will create a stronger
network that effectively engages the
talent and perspective of all leaders.
YNPN Chapter
Congress [beta]
Feedback:
•Today – fill out the survey post-webinar

•July 10 - 20th = chapter reps and leaders
submit feedback (via YNPN 3.0 blog)

•July 27th - the proposals are revised

•August 4th - present at conference
Megrd
     Ese                                                  e
                                                        Sheph
Shared Standar
                 ds




                      Charise
     Trish
                      Data Center
               rd                   Chapt
                                               Kim
     S   hephe                              er Inp
                                                  u t/ D e
                                                          cision
                                                                   s
Questions to think about:
•What has the 3.0/Congress process itself
been like for your chapter?

•What’s really excites you about what
you’re hearing?

•What concerns you about what you’re
hearing?
Data Center
Data Center Survey Results
 Goal: To understand chapter data management & collection
  practices
 Completed by 20 YNPN Chapters
 Focused on three core areas:
Current Data Center Collection &
           Practices
Current Data Center Collection &
           Practices
Current Data Center Collection &
           Practices
Current Data Center Collection &
           Practices
Current Data Center Collection &
           Practices
Current Data Center Collection &
               Practices
6. Who on the board collects & manages data?
Data Sharing Across Chapters,
               National & Sector
7. Who should have access to the following types of data?
                          Collecting       YNPN       Other   Partners upon
                           Chapter        National   Chapters    Request
Name                              100%         52.2%    21.7%          17.4%
Age                               90.5%         100%    47.6%          66.7%
Race                              94.7%         100%    47.4%          57.9%
Ethnicity                           95%         100%      45%            55%
Gender                            95.2%         100%    47.6%          47.6%
Profession                        95.7%        95.7%    60.9%          65.2%
Issue area                          95%          95%      55%            65%
Job function                      95.5%        95.5%      50%            50%
Aspirations for being a
part of YNPN                     95.5%        81.8%     40.9%         27.3%
Email Address                     100%        36.4%      9.1%          9.1%
Twitter Handle                    100%        30.0%       10%           10%
Data Sharing Across Chapters,
        National & Sector
8. For what purposes should national be using data?
YNPN National Support & Technical
           Assistance
Next Steps
 Form data working group to develop initiatives based on chapter feedback
  from survey (Summer 2012)

 Set priorities for:
    Data collection & management best practices at chapter and national
      level (Fall/Winter 2012)
    Shared data management system and templates (Fall/Winter 2012)

 Implement data collection & management structure for YNPN (2013)
SHARED STANDARDS
           YNPN CHAPTERS
TASKFORCE

• Review current network standards for
  chapters and create a new slate of standards
  for the network (July 2012)

• Understand key challenges and benchmarks
  for each level - Novice, Emerging, Affiliate

• Revisions of first draft of new standards
  completed by August 2012
NOVICE CHAPTERS

CHALLENGES                          OLD BENCHMARKS

- Board development (moving         - 200 members on listserv
   from a steering committee to a
   formalized board)
                                    - 3 programming events by end
                                       of first year in operation
- Membership
   recruitment/retention
                                    - 1 person from leadership
                                       team attend Leaders
- Securing space for events/board      Conference
   meetings
EMERGING CHAPTERS

CHALLENGES                 OLD BENCHMARKS

- Membership               - 400 members on listserv
   recruitment/retention
                           - Cycled through one board
- Board development           recruitment process


- Strategic planning       - Fiscal/strategic planning
                               process for chapter
- Paid membership
   discussions/processes   - 3 yrs old
AFFILIATE CHAPTERS

CHALLENGES                         OLD BENCHMARKS

- 501c3 status                     - 800 members on listserv


- Securing position as a leader/   - Cycled through 2 board
   go-to organization in              recruitment process
   community
                                   - Host Leaders Conference
- Fiduciary responsibilities
                                   - Annual membership drive
NOVICE/SPRING CHAPTERS
• Board of Directors
     o   range from 4 - 20 people
     o Chair, Co-Chair (optional), Treasurer (optional), Secretary
• By-laws for chapter
• A clear mission statement
     o   a clear target audience (nonprofit professionals)
     o a vision statement is optional and up to each chapter to decide on
• 4 events per year (broken down into quarters)
• A defined membership list/communication channel to communicate with members
     o member profile
• A virtual home for the chapter (online presence)
     o   LinkedIn
     o   Twitter
     o   Facebook Group
     o Website
• A logo for chapter
EMERGING CHAPTERS

•   Age requirement (3 - 5 yrs) - for sustainability

•   Sustainability plan
     o
         range from 1 - 5 years
     o
         sponsorship/partnership
     o
         format can be flexible

•   Engaged Membership
     o
         paid and non-paid breakdown

•   A signature annual event
ESTABLISHED/AFFILIATE CHAPTERS

•   Settled on fiscal sponsor/501c3 status for chapter

•   A robust fiscal/budgetary process/template
     o
         budgets (actual, programming)
     o
         over a specific timeframe
     o
         chapter bank account

•   5+ years

•   Formalized board and alumni board roles

•   Professional programming slate
OVERALL
STANDARDS FOR ALL
  YNPN CHAPTERS
YNPN CHAPTERS

• Annual report chapter
• Mentor another
  o availability/capacity
   o 1-to-1 mentor model or
   o case studies/stories
• Partner of chapter org that is invested in the success and
  growth
          with 1 local

   o within 1 year of operation
• Innovative spirit to nonprofit sector
   o commitment
• National liaison contact
PROCESS FOR GRADUATING TO NEW
                  LEVEL
1.   Review of chapters done annually, at the end of the calendar
     year
2.   YNPN Chapters committee responsible for implementing review
     process
     a. Review template
     b. Grading scale (i.e. point system?)
3.   Disputes of chapter level will be taken to Chapter Congress
4.   Chapters can slide up and down the levels scale depending on
     performance
5.   Announcement of new chapter level/grade published to listserv
     and on National's website
PROPOSED IMPLEMENTATION TIMELINE
- July 2012: Proposal submitted to YNPN (Chapter Congress),
    edits/comments to proposal documented

- August 2012: Proposal revision discussed at YNPN Leaders
   Conference and final proposal adopted
      o Every chapter must vote to approve new standards
      o Majority wins; challenges/concerns from dissenting chapters taken into
        consideration


- September - November 2012: Chapters re-assigned to new
   levels, YNPN Chapters develop review template

- January 2013: New shared standards in place and operational
•   Review of new standards done December 2013
Input & Decision Making
The Congress
• Decision-making body comprised of
  representatives from Affiliate, Emerging and
  Novice Chapters
• Purpose to propose, discuss and vote on
  issues related to the network
• Provides greater connectivity and replaces
  chapter liaisons
Membership
                   Chapter Congress



                                                 Start-up
          Affiliate, Emerging, Novice Chapters   Chapters




• Every Chapter has one delegate/one vote
• Start up chapters invited to attend, but not
  voting members
• Delegates selected by chapters to serve one
  year terms; no term limits
Meetings
• Meet twice each quarter
• Proposals can not be introduced and voted on
  in the same meeting to allow time for
  delegate to seek chapter input
Topics for Congress
• Can discuss any number of concerns or opportunities
• For each topic below, the Congress makes the corresponding
  type of decisions
Topic                                      Approach
Connection between National and Chapters   Centralized
Funding                                    Decentralized
Membership Models                          Collaborative
Board Structure                            Collaborative
Advocacy                                   Collaborative
Communication                              Collaborative
Partnership                                Collaborative
Proposed Timeline
• July 2012: Proposal submitted to YNPN 3.0
  working group and thus, the network
• August 2012: Proposal revised discussed at YNPN
  Congress
• September 2012: Vote called network wide on
  the proposal
• October – December 2012: Further details
  discussed by chapter delegates
• January 2013: First Chapter Congress convenes
Adoption Process
• A majority of chapters must adopt the
  proposal (method for adoption at their
  discretion)
• If passed, all chapters must delegate
  representative
Review Process
• Chapter Congress and National Board check-in
  on progress and make adjustments in June,
  2013
What has the process itself been
   like for your chapter?
Of everything we just talked
about, what’s one thing that
     really excites you?
Of everything we just talked
about, what’s one thing that
    really concerns you?
Q&A
Feedback:
•Today – fill out the survey post-webinar

•July 10 - 20th = chapter reps and leaders
submit feedback (via YNPN 3.0 blog)

•July 27th - the proposals are revised

•August 4th - present at conference
The Grand Reveal

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YNPN Chapter Congress Survey Results

  • 2. Big Ideas: • Shared membership status across the network •Institutional memberships for national organizations •An all-member conference •More shared technology such as a CRM •Funding and support for chapters that pilot programs to scale nationally
  • 3. Big Ideas: •More active, organized involvement in the advocacy and policy arena • Training Institutes throughout the year for chapter leaders and members • Fiscal sponsorship via YNPN National •Group purchasing opportunities
  • 4. YNPN 3.0 is about strengthening our network infrastructure.
  • 5. YNPN 3.0 is about deepening relationships across the network.
  • 6. YNPN 3.0 is about better access to the network for a broader range of people.
  • 7. Where do we start?
  • 8. Project #1: Developing Shared Standards Developing a set of shared standards will allow us to name the essence of what it means to be a chapter in our network and determine what supports and systems of accountability we’ll need to uphold these standards.
  • 9. Project #2: Creating a Data Center Together, we’ll come up with a system for collecting and aggregating chapter level data that will create a cohesive story about YNPN, our chapters, our membership, and our collective impact.
  • 10. Project #3: Setting up chapter input & decision- making structures This project will focus on creating a system of feedback and joint decision making for YNPN National and YNPN chapters that will create a stronger network that effectively engages the talent and perspective of all leaders.
  • 12. Feedback: •Today – fill out the survey post-webinar •July 10 - 20th = chapter reps and leaders submit feedback (via YNPN 3.0 blog) •July 27th - the proposals are revised •August 4th - present at conference
  • 13. Megrd Ese e Sheph Shared Standar ds Charise Trish Data Center rd Chapt Kim S hephe er Inp u t/ D e cision s
  • 14.
  • 15.
  • 16.
  • 17.
  • 18.
  • 19.
  • 20. Questions to think about: •What has the 3.0/Congress process itself been like for your chapter? •What’s really excites you about what you’re hearing? •What concerns you about what you’re hearing?
  • 22. Data Center Survey Results  Goal: To understand chapter data management & collection practices  Completed by 20 YNPN Chapters  Focused on three core areas:
  • 23. Current Data Center Collection & Practices
  • 24. Current Data Center Collection & Practices
  • 25. Current Data Center Collection & Practices
  • 26. Current Data Center Collection & Practices
  • 27. Current Data Center Collection & Practices
  • 28. Current Data Center Collection & Practices 6. Who on the board collects & manages data?
  • 29. Data Sharing Across Chapters, National & Sector 7. Who should have access to the following types of data? Collecting YNPN Other Partners upon Chapter National Chapters Request Name 100% 52.2% 21.7% 17.4% Age 90.5% 100% 47.6% 66.7% Race 94.7% 100% 47.4% 57.9% Ethnicity 95% 100% 45% 55% Gender 95.2% 100% 47.6% 47.6% Profession 95.7% 95.7% 60.9% 65.2% Issue area 95% 95% 55% 65% Job function 95.5% 95.5% 50% 50% Aspirations for being a part of YNPN 95.5% 81.8% 40.9% 27.3% Email Address 100% 36.4% 9.1% 9.1% Twitter Handle 100% 30.0% 10% 10%
  • 30. Data Sharing Across Chapters, National & Sector 8. For what purposes should national be using data?
  • 31. YNPN National Support & Technical Assistance
  • 32. Next Steps  Form data working group to develop initiatives based on chapter feedback from survey (Summer 2012)  Set priorities for:  Data collection & management best practices at chapter and national level (Fall/Winter 2012)  Shared data management system and templates (Fall/Winter 2012)  Implement data collection & management structure for YNPN (2013)
  • 33. SHARED STANDARDS YNPN CHAPTERS
  • 34. TASKFORCE • Review current network standards for chapters and create a new slate of standards for the network (July 2012) • Understand key challenges and benchmarks for each level - Novice, Emerging, Affiliate • Revisions of first draft of new standards completed by August 2012
  • 35. NOVICE CHAPTERS CHALLENGES OLD BENCHMARKS - Board development (moving - 200 members on listserv from a steering committee to a formalized board) - 3 programming events by end of first year in operation - Membership recruitment/retention - 1 person from leadership team attend Leaders - Securing space for events/board Conference meetings
  • 36. EMERGING CHAPTERS CHALLENGES OLD BENCHMARKS - Membership - 400 members on listserv recruitment/retention - Cycled through one board - Board development recruitment process - Strategic planning - Fiscal/strategic planning process for chapter - Paid membership discussions/processes - 3 yrs old
  • 37. AFFILIATE CHAPTERS CHALLENGES OLD BENCHMARKS - 501c3 status - 800 members on listserv - Securing position as a leader/ - Cycled through 2 board go-to organization in recruitment process community - Host Leaders Conference - Fiduciary responsibilities - Annual membership drive
  • 38.
  • 39. NOVICE/SPRING CHAPTERS • Board of Directors o range from 4 - 20 people o Chair, Co-Chair (optional), Treasurer (optional), Secretary • By-laws for chapter • A clear mission statement o a clear target audience (nonprofit professionals) o a vision statement is optional and up to each chapter to decide on • 4 events per year (broken down into quarters) • A defined membership list/communication channel to communicate with members o member profile • A virtual home for the chapter (online presence) o LinkedIn o Twitter o Facebook Group o Website • A logo for chapter
  • 40. EMERGING CHAPTERS • Age requirement (3 - 5 yrs) - for sustainability • Sustainability plan o range from 1 - 5 years o sponsorship/partnership o format can be flexible • Engaged Membership o paid and non-paid breakdown • A signature annual event
  • 41. ESTABLISHED/AFFILIATE CHAPTERS • Settled on fiscal sponsor/501c3 status for chapter • A robust fiscal/budgetary process/template o budgets (actual, programming) o over a specific timeframe o chapter bank account • 5+ years • Formalized board and alumni board roles • Professional programming slate
  • 42. OVERALL STANDARDS FOR ALL YNPN CHAPTERS
  • 43. YNPN CHAPTERS • Annual report chapter • Mentor another o availability/capacity o 1-to-1 mentor model or o case studies/stories • Partner of chapter org that is invested in the success and growth with 1 local o within 1 year of operation • Innovative spirit to nonprofit sector o commitment • National liaison contact
  • 44. PROCESS FOR GRADUATING TO NEW LEVEL 1. Review of chapters done annually, at the end of the calendar year 2. YNPN Chapters committee responsible for implementing review process a. Review template b. Grading scale (i.e. point system?) 3. Disputes of chapter level will be taken to Chapter Congress 4. Chapters can slide up and down the levels scale depending on performance 5. Announcement of new chapter level/grade published to listserv and on National's website
  • 45. PROPOSED IMPLEMENTATION TIMELINE - July 2012: Proposal submitted to YNPN (Chapter Congress), edits/comments to proposal documented - August 2012: Proposal revision discussed at YNPN Leaders Conference and final proposal adopted o Every chapter must vote to approve new standards o Majority wins; challenges/concerns from dissenting chapters taken into consideration - September - November 2012: Chapters re-assigned to new levels, YNPN Chapters develop review template - January 2013: New shared standards in place and operational • Review of new standards done December 2013
  • 47. The Congress • Decision-making body comprised of representatives from Affiliate, Emerging and Novice Chapters • Purpose to propose, discuss and vote on issues related to the network • Provides greater connectivity and replaces chapter liaisons
  • 48. Membership Chapter Congress Start-up Affiliate, Emerging, Novice Chapters Chapters • Every Chapter has one delegate/one vote • Start up chapters invited to attend, but not voting members • Delegates selected by chapters to serve one year terms; no term limits
  • 49. Meetings • Meet twice each quarter • Proposals can not be introduced and voted on in the same meeting to allow time for delegate to seek chapter input
  • 50. Topics for Congress • Can discuss any number of concerns or opportunities • For each topic below, the Congress makes the corresponding type of decisions Topic Approach Connection between National and Chapters Centralized Funding Decentralized Membership Models Collaborative Board Structure Collaborative Advocacy Collaborative Communication Collaborative Partnership Collaborative
  • 51. Proposed Timeline • July 2012: Proposal submitted to YNPN 3.0 working group and thus, the network • August 2012: Proposal revised discussed at YNPN Congress • September 2012: Vote called network wide on the proposal • October – December 2012: Further details discussed by chapter delegates • January 2013: First Chapter Congress convenes
  • 52. Adoption Process • A majority of chapters must adopt the proposal (method for adoption at their discretion) • If passed, all chapters must delegate representative
  • 53. Review Process • Chapter Congress and National Board check-in on progress and make adjustments in June, 2013
  • 54. What has the process itself been like for your chapter?
  • 55. Of everything we just talked about, what’s one thing that really excites you?
  • 56. Of everything we just talked about, what’s one thing that really concerns you?
  • 57. Q&A
  • 58. Feedback: •Today – fill out the survey post-webinar •July 10 - 20th = chapter reps and leaders submit feedback (via YNPN 3.0 blog) •July 27th - the proposals are revised •August 4th - present at conference

Editor's Notes

  1. YNPN 3.0 is about getting us to the place where we can actually take on those big ideas.
  2. What are your chapters saying? Which are you most excited about?
  3. I’ve been doing a little bit of travelling for the past few months and ever chapter that I met with, I would say to them, “we’re going to put the call out for chapter leaders to join these task forces that are going to develop systems and protocol that we’ll want chapters to adopt, what would that process need to look like in order for you to feel as though you had input along the way and could make an informed decision about whether or not to adopt a proposal when it was set up.”  We heard time and time again that you needed representation right from the beginning.  So the best way that we could think to do this was with a chapter congress. We’re calling it beta because one of the actual projects that the congress will take on is figuring out what a more permanent decision for chapter input and decision making should be, but we think this is a good structure to get us going. (Even in the most decentralized processes, there has to be a process for figuring out the process.  This is that process.) For those of you who haven’t had a chance to go to the rep submission form, there’s a place there where reps can talk about what interests them about the chapter congress.  The responses are all a bit different but there are definitely two themes emerging and they’re right on - 1) people see that YNPN as a national network is on the cusp of big things and they want to be a part of it, 2) Their chapter has put in place some really solid programs, structures or even principles and they want to share that with the network. That’s what’s so great about this chapter congress - it’s this perfect reflection of how our model has played out nationally - we create a basic structure for people to connect with and they - all of you - will bring ideas and skills far greater than anything we could have come up with on our own. Also, to be clear - there’s actual work to be done.  The whole point of this is that we need to come up with actual systems that will be implemented and we need not only the ideas but the capacity you bring to develop those proposals. So we structured the chapter congress with that in mind
  4. Other tools used include: Google Docs Google survey Old listserv iMods
  5. Mini annual report concerns around sharing data across national and with partners; privacy and security concerns
  6. 3 Images: 1) Map with spots in CA, DC, NY, Denver, Chicago; 2) Map with more spots + dotted lines; 3) Map with more spots solid lines Talking points: Start with housekeeping Really important to mute yourselves in the meantime Also want to let you know that this conversation’s going to start pretty big picture but I promise you, we’ll get to the details, so just hang in there. Along the way, you can use your chat box on the right there to let us know when you want to know more about something or even if you’re really excited by something you here. If we’re not able to address it on this call, at least we’ll have it captured so we can follow up with you. Want to start by thanking all of you for giving me the opportunity to serve in this position First I want to thank the YNPN National board I also want you to know that we hear you re: the basic tools you need to run your chapters I see it on the list serv and When all of you RSVP’d, several of you asked about really important, really practical things that you need to run your chapter day to day – are we looking at a shared content management system, are we planning to revisit a shared 501c3 structure. More than likely this conversation won’t reach that level of detail but we will be responding to those questions that came up via the blog so that not only will we be responding to the particular folks who raised those questions but everyone can be aware of our plans in those areas.