jewish federations of north america - five areas of focus

Upload: joel-alan-katz

Post on 10-Apr-2018

215 views

Category:

Documents


0 download

TRANSCRIPT

  • 8/8/2019 Jewish Federations of North America - Five Areas of Focus

    1/25

    1

    Build Sustainable Momentum

    Strategy Implementation

    Envision

    the Future

    5 Areas

    of Focus

    Select

    Initiatives

  • 8/8/2019 Jewish Federations of North America - Five Areas of Focus

    2/25

    2

    Envisioning the Future

    Position The Jewish Federation of North America

    as the premier and preeminent non-profitorganization in the world

  • 8/8/2019 Jewish Federations of North America - Five Areas of Focus

    3/25

    3

    Five Areas of Focus

    Powerof the

    Collective

    Positioningfor the

    Future

    FinancialResource

    Development

    Israel &Overseas

    Talent

  • 8/8/2019 Jewish Federations of North America - Five Areas of Focus

    4/25

    4

    Passport

    Survivors

    Engagement

    Collective

    Power of the Collective

    Sample initiative:

    Peoplehood and Identity- build upon existingand/or spearhead new initiative(s)

    Goal:

    Reenergize, excite and engage the Jewishcommunity around collective action (overseasand domestic) to address critical needs of theJewish people. Develop a system and culture

    based more on collaboration than compliance.

  • 8/8/2019 Jewish Federations of North America - Five Areas of Focus

    5/25

    5

    Passport

    Survivors

    Engagement

    Collective Sample initiative:

    Passport to Jewish Life: A system-wideoutreach and engagement effort to enableindividuals and families to pursue their Jewishjourneys through financial incentives andconcierge - stewardship services.

    Goal:

    Repositioning the Federation system as the hub

    of Jewish life, not only for Jews in needoverseas, but also for any North American Jew

    Power of the CollectivePower of the CollectivePower of the Collective

  • 8/8/2019 Jewish Federations of North America - Five Areas of Focus

    6/25

    6

    Passport

    Engagement

    Collective Sample initiative:

    Survey survivor population to discoverindividual needs and Shoah Survivor Servicescampaign including pairing up individual

    survivors with Next Gen.

    Goal:

    Ensure that adequate direct and indirect

    support systems are in place globally to ensurea dignified and comfortable existence forsurvivors and allow them to age-in-place withdignity and respect.

    Survivors

    Power of the CollectivePower of the Collective

  • 8/8/2019 Jewish Federations of North America - Five Areas of Focus

    7/25

    7

    Passport

    Survivors

    Collective Sample initiative:

    Strategic coordination of opportunities for theconsumer and for federation to support Jewishliteracy and create a sense of belonging (E.g.Birthright Israel MASA; OTZMA; Jewish ServiceLearning)

    Goal:

    A multiple gateway framework to market and

    promote engagement opportunities under Jewishauspices connecting the next generation ofyoung adults to the continental Jewishcommunity, Israel and Jews around the world

    Engagement

    Power of the CollectivePower of the Collective

  • 8/8/2019 Jewish Federations of North America - Five Areas of Focus

    8/25

    8

    Campaign

    Community

    Branding

    Mission Sample initiative:

    Execute clear messaging platforms

    Goal:

    Strong PR and articulation of our mission,areas of focus, and impact

    Mobility

    Positioning for the Future

  • 8/8/2019 Jewish Federations of North America - Five Areas of Focus

    9/25

    9

    Campaign

    Community

    Branding

    Mission Sample initiative:

    Refine branding and marketing of theAnnual Campaign and the developmentproduct portfolio

    Goal:

    Position Annual Campaign to meet needsof broader community and target segments

    Mobility

    Positioning for the Future

  • 8/8/2019 Jewish Federations of North America - Five Areas of Focus

    10/25

    10

    Campaign

    Branding

    Mission Sample initiative:

    Launch a series of social networkinginitiatives

    Goal:

    Position the Jewish Federations as inclusive,broad-based tent that helps nurturecommunity engagement and connection

    Mobility

    Community

    Positioning for the Future

  • 8/8/2019 Jewish Federations of North America - Five Areas of Focus

    11/25

    11

    Campaign

    Community

    Branding

    Mission Sample initiative:

    Pursue disciplined process to strengthencontinental branding of the JewishFederations

    Goal:

    The Jewish Federation brand is morerecognized (higher awareness and appeal)

    Mobility

    Positioning for the Future

  • 8/8/2019 Jewish Federations of North America - Five Areas of Focus

    12/25

    12

    Campaign

    Community

    Branding

    Mission Sample initiative:

    Enable cross-Federation sharing andupgrading of data on those who move

    Goal:

    Grow New Moves program to includemajority of Federations and offer templatewelcome kit

    Mobility

    Positioning for the Future

  • 8/8/2019 Jewish Federations of North America - Five Areas of Focus

    13/25

    13

    Sample initiative:

    Develop an early outreach initiativecollaborating with colleagues and youngadult programs to excite and attract thenext generations

    Goal:

    Identify criteria and new sources of qualityprofessionals

    Identify

    Recruit

    Develop

    Retain

    Talent (Professional Staff)

  • 8/8/2019 Jewish Federations of North America - Five Areas of Focus

    14/25

    14

    Identify

    Recruit

    Develop

    Retain

    Sample initiative:

    Initiate a Management Development RotationProgram (retail model) to bring in non-traditional talent

    Goal:

    Fill the pipeline with quality candidates at alllevels

    Talent (Professional Staff)

  • 8/8/2019 Jewish Federations of North America - Five Areas of Focus

    15/25

    15

    Identify

    Recruit

    Develop

    Retain

    Sample initiative:

    Ongoing development & teambuilding SPlanning planning for successes,strength & succession; support for new CEOs

    Goal:

    Demonstrate value/benefit of strong peoplemanagement, strengthen and improve skills,and supplement the pipeline

    Talent (Professional Staff)

  • 8/8/2019 Jewish Federations of North America - Five Areas of Focus

    16/25

    16

    Identify

    Recruit

    Develop

    Retain

    Sample initiative:

    Focus on the work environment and work lifeflexibility and management skills; Project onGender Balance

    Goal:

    Raise awareness of a value of HRD, assureimplementation of strategies to retain bestpeople

    Talent (Professional Staff)

  • 8/8/2019 Jewish Federations of North America - Five Areas of Focus

    17/25

    17

    Sample initiative:

    Create an inclusive process to identifySuccess factors for the volunteer leaders ofthe future

    Goal:

    Identify criteria, identify new sources ofquality volunteers

    Identify

    Recruit

    Develop

    Retain

    Talent (Volunteer Staff)

  • 8/8/2019 Jewish Federations of North America - Five Areas of Focus

    18/25

    18

    Identify

    Recruit

    Develop

    Retain

    Sample initiative:

    Use a personal key leaders approach torecruit colleagues to the Federationmovement

    Goal:

    Fill the pipeline with quality candidates at alllevels

    Talent (Volunteer Staff)

  • 8/8/2019 Jewish Federations of North America - Five Areas of Focus

    19/25

    19

    Identify

    Recruit

    Develop

    Retain

    Sample initiative:

    Create a comprehensive approach toincreasing Board effectiveness in theFederation and JFNA

    Goal:

    Enhance leadership and business skills ofvolunteers and supplement the pipeline

    Talent (Volunteer Staff)

  • 8/8/2019 Jewish Federations of North America - Five Areas of Focus

    20/25

    20

    Identify

    Recruit

    Develop

    Retain

    Sample initiative:

    Focus on the work environment forvolunteers, utilizing the Brudney study andother data, and include a focus on GenderBalance

    Goal:

    Raise awareness of value of strong HRDpractices and implement strategies to retain

    best people

    Talent (Volunteer Staff)

  • 8/8/2019 Jewish Federations of North America - Five Areas of Focus

    21/25

    21

    New Models

    Federations

    Financial Resource Development

    Challenges and Opportunities:

    Declining market share and need to re-buildthe base; donor acquisition and retentionShifting donor expectations and need to re-position the Annual Campaign; Mobile, diverse

    market segments

    Goal:

    Deliver platform of domestic and global

    products and services that help Federationssuccessfully engage donors at all levels

  • 8/8/2019 Jewish Federations of North America - Five Areas of Focus

    22/25

    22

    New Models

    Federations Challenges and Opportunities:

    Shifting donor expectations require innovationin all targeted giving

    Goal:

    Increased fundraising from a more diversifiedmarket

    Financial Resource Development

  • 8/8/2019 Jewish Federations of North America - Five Areas of Focus

    23/25

    23

    Long-term

    Short-term

    Israel and Overseas

    Challenge and Opportunity:

    Focus on resolving Jewish Agency/JDC

    allocation split issue

    Goal:

    New allocation mechanism(s) for collectivefunds in place

  • 8/8/2019 Jewish Federations of North America - Five Areas of Focus

    24/25

    24

    Key Questions for Discussion

    How aligned are five areas of focus with our collective vision for theorganization?

    How would this executive board define progress and success for thisorganization one year from now?

    What is the process and involvement with volunteers and Federations toinsure we are in alignment?

    How would you put on priority the five areas we have been discussing?

  • 8/8/2019 Jewish Federations of North America - Five Areas of Focus

    25/25

    25

    Organizational Strength

    I

    mpact/Value-add

    Weak Medium Strong

    Low

    Medium

    High

    Next Steps

    Prioritization of strategic initiatives will be evaluated against organizationalstrengths and value-add potential