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REGIONAL/COUNCIL STATEMENT OF EXCELLENCE

AZA and BBG offers teens strong leadership development through a process of experiential democracy where they engage in leading their peers in a chapter and regional governance structure. Teens participate in chapter programming, conventions, community-wide campaigns and initiatives, and summer experiences that build character and confidence in their Jewish identity. BBYO Connect is a pipeline into BBYO activities for 6th, 7th and 8th grade audiences. The Friends and Alumni Network (FAN) and Advisors represent a community of alumni, parents, and caring adults who advise AZA and BBG chapters, raise money to support teen activities and advocate for BBYO in the community. BBYO is an active community partner, forging alliances that bring together Jewish teens and strengthen Jewish teen life. BBYO is committed to hiring, training, and supporting the best local program professionals to accomplish its mission.

PURPOSE OF THIS PLANNING GUIDE

The purpose of the regional planning guide is to offer a structure for linking best practices, resources and evaluation as you plan for the coming programming year. When complete it will serve as a map for the year guiding you and your region to success.   The written narrative will explain the upcoming year in detail and the analysis will be used in helping the D-Team support the region.  The Guide will be used for monthly reviews and will be used to inform sections of annual performance reviews.

FY 2013 Regional Planning Guide

TIMELINE FOR COMPLETION

  • Hub Meeting: Complete Planning Packet
  • June 1: D-Team Review Returned to Regional Staff
  • June 15: Regional Work-Plan complete
  • August 1: Final TI Goals locked in (on work-plan spreadsheet)
  • August 1: Regional Calendar (AZA/BBG/Connect) Complete (electronic and printed)

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METRICS SUMMARY

Meaningful Jewish Experiences

  • Teens Running for Regional/Council Board (#)
  • AZA/BBG Growth Rate (%)
  • Membership Attending Regional Conventions (%)
  • Average Convention Cost Increase/Decrease (%)
  • Membership Participating in Regional Campaigns & Initiatives (%)
  • Chapters Receiving International Awards (%)
  • BBYO Connect-to-Membership Conversion Rate (%)
  • BBYO Connect Growth Rate (%)
  • Membership Participating in Immersive Experiences (%)

Community Engagement

  • Advisors Attending Training Sessions During Year (%)
  • Parents Contributing to FAN (%)
  • Partnerships for Connect, J-Serve and Camps (#)
  • Local Article Placements (#)

FY 2013 Regional Planning Guide

KEY DEFINITIONS

Metrics: A measurable outcome that, when compared to a goal, will offer an indication of success at a high level.

Goals & Objectives: System-wide overarching themes on which to focus energy and time. By following all six of these goals and objectives, a region will engage multiple stakeholders and remain focused on the teen experience and professional excellence.

Activities & Indicators: Activities should include 3-5 of the most important enhancements the region intends to implement over the course of the fiscal year to help meet regional goals & objectives.  Select 2-3 indicators for each activity.   Indicators should be the key things that determine progress toward implementation of the activity.

Resources Needed: Resources that you need to be successful.  These can be already existing resources or items that you would like to be made available.

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FY 2013 Regional Planning Guide

PLANNING GUIDE RESOURCES

  • CITE (http://planning.bbyo.org)
  • Work Plan Spreadsheet
    • Goals Tab on the Spreadsheet – to set numeric goals for the year
  • Calendar with departmental monthly themes
  • Regional Calendar of years’ past for historical references
  • Calendars of: community-wide events, school districts’ days off, Jewish holidays and black-out days

RESOURCES

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METRICS AND THE ROLE OF PLANNING IN BBYO, Inc.

FY 2013 Regional Planning Guide

HUB LEADERSHIP TEAM

Ben Kozberg Aleeza Lubin

DCE DJE

Vision

Mission

Priorities

Strategic Plan Key Tactics

Department Planning

Regional Planning

Metrics

Activities

Indicators

Metrics

Activities

Indicators

* Planning Format

* Report Card

* Best Practices and Resources

* Training

In the past, regions have completed Regional Strategic Plans (RSP’s). At the same time, Departments and the Management team completed annual plans. Beginning this year, the planning process will be consistent across all levels and departments of the organization. As the diagram at the right shows, we remain “mission driven” and are deeply committed to measuring our results.

The planning process driven by this Planning Guide is as important as the plan you produce. By engaging with colleagues during Hub Meetings, we will all discover best practices that will elevate the quality and effectiveness of our work.

Finally, this Planning Guide is built from the perspective of “you get what you measure” and the metrics contained in this Guide , if successfully implemented, will ensure the strongest, most impactful leadership development experience for the teens .

Good luck and enjoy the process!

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FY 2013 Regional Plan – (Northstar Region)

RESOURCES NEEDED (INCLUDING EXTERNAL STAKEHOLDERS: ADVISORS, FAN, PARENTS, COMMUNITY PARTNERS):

Key Metrics

Goal

Stretch Goal

FY12 YTD

Teens Running for Regional/Council Board (#)

7

9

5

AZA/BBG Growth Rate (%)

100% (AZA), 50% (BBG)

50%

-8%

Membership Attending Regional Conventions (%)

58%

65%

48%

Average Convention Cost Increase/Decrease (%)

9%

15%

0%

ACTIVITIES AND INDICATORS

1. Stronger regional and chapter board leadership

a. Bi-monthly check-in with each pair of board members to discuss goals established at the beginning of the year.

b. All regional and chapter board members attend a two-day leadership training conference in August and January.

2. Educate new and recent members

a. New members attend AIT/MIT with Mid America Region in Omaha

b. AIT/MIT training sessions take place during two periods of the year: Fall and Spring

c.

3. Exposure to other BBYO communities and leaders to serve as role models for Northstar Leadership

a. Integrate into two Mid America Conventions (AIT/MIT and Winter)

b. Northstar leaders Join the Mid America Regional Coordinating Committee

4. Chapter leadership quality is elevated.

a. Young leadership curriculum developed using the ONR model

b. 3 representatives from each chapter attends Young Leadership classes.

GOALS AND OBJECTIVES

#1 LEADERSHIP DEVELOPMENT - Offer a strong leadership development experience through affordable AZA and BBG experiences, participation in chapter programming, conventions, and community-wide campaigns & initiatives while increasing teen participation.

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ACTIVITIES AND INDICATORS

  • Stand-Up campaign established and underway by the end of September with a clear indication of how the year will end with a big J-SERVE event.
    • Each chapter must complete their first service project related to our Stand Up theme between Oct 1st 2012 and Oct. 31st, 2012
  • Coordinator applications for AZA/BBG Shabbat become available starting Sept. 1st
    • The coordinators, along with advisors and the Regional Director will meet bi-monthly to discuss and format the weekend
  • North Star establishes a quota of 2 Israel/Jewish Identity themed programs per semester (in addition to AZA/BBG Shabbat)
    • Teens and advisors utilize Midwest DJE to consult on these programs to ensure quality and depth of understanding

FY 2013 Regional Plan –(North Star Region)

GOALS AND OBJECTIVES

#2 MEANINGFUL PROGRAMS - Impact teens with programs that strengthen their Jewish identity, encourage them to create Jewish community and focus on changing the world.

Key Metrics

Goal

Stretch Goal

FY12 YTD

Membership Participating in Regional Campaigns & Initiatives* (%)

75%

85%

66%

Chapters Receiving International Awards (Monsky, Albert, Bisguyer) (%)

25%

50%

0%

* Regional Campaigns & Initiatives = J-Serve, AZA/BBG Shabbat, Speak UP, Stand UP, TOA

RESOURCES NEEDED (INCLUDING EXTERNAL STAKEHOLDERS: ADVISORS, FAN, PARENTS, COMMUNITY PARTNERS):

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ACTIVITIES AND INDICATORS

  • Establish a BBYO Connect Program in Minnesota
    • Educate current BBYO members, advisers and the community as to the nature of BBYO Connect/create excitement around the opportunity for younger kids to be apart of BBYO
  • Solicit lists of Connect aged-kids from Jewish Organizations (synagogues, camps, day schools, JCCs and parents)
    • Compile lists and kick-off a marketing campaign that will target each kid through mail, email, social media, personal calls and flyers
  • Form a committee comprised of BBYO teens and an advisor that will plan and implement programs
    • Hold Connect programs every 6-7 weeks; enlist an advisor that is willing to serve as a point person on Connect events.

FY 2013 Regional Plan – (Northstar Region)

GOALS AND OBJECTIVES

#3 ENTRY POINT - Offer a menu of programs through a defined BBYO Connect experience that leads 6th, 7th, and 8th graders from the Bar/Bat Mitzvah experience to a BBYO high school experience serving as a growing pipeline into BBYO activities.

Key Metrics

Goal

Stretch Goal

FY12 YTD

BBYO Connect-to-Membership Conversion Rate (%)

10

20

BBYO Connect Growth Rate (%)

RESOURCES NEEDED (INCLUDING EXTERNAL STAKEHOLDERS: ADVISORS, FAN, PARENTS, COMMUNITY PARTNERS):

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Activities and Indicators

1. Hold three Summer/International Program informational meetings (1 in someone’s home and 2 at the JCC)

Emphasize the role these programs play in the lives of BBYO teens; disseminate brochures and all related materials; show promotional videos

  • Establish on-going fundraising efforts to help subsidize the costs of Summer/International programs
    • Hold meetings with teens in Sept./Oct. hoping to attend these programs, and have them strategize/decide upon 3 fundraising initiatives to focus on.
  • Implement a local marketing campaign for getting North Star members to Summer/International programs
    • Create a Facebook page for Summer/International programs; Create a promotional video comprised of past participants speaking to the positive effects of these programs. Also, hold a Monday night program solely focused on these programs with past participants leading the night’s events.

FY 2013 Regional Plan –(Northstar Region)

GOALS AND OBJECTIVES

#4 IMMERSIVE EXPERIENCES - Encourage teens to hone their leadership skills and experience the world through BBYO's International immersive programs

Key Metrics

Goal

Stretch Goal

FY12 YTD

Membership participating in Immersive Experiences (%)

35%

45%

25%

RESOURCES NEEDED (INCLUDING EXTERNAL STAKEHOLDERS: ADVISORS, FAN, PARENTS, COMMUNITY PARTNERS):

* See workplan spreadsheet for description of immersive experiences

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ACTIVITIES AND INDICATORS

  • Hold our 2nd Annual Parents and Alumni Sukkot Event
    • Frame the event in a way that showcases our talents/strengths, but also makes clear the difference donations could make to the overall organization (i.e. list scholarship demand vs. what is available for dispersal)
  • Implement regularly scheduled Advisor training sessions once per month
    • Utilize resources put out by the Advisor Specialist Team; conduct surveys to find out whether the meetings are beneficial or if they should be reworked according to the advisor pool’s needs.
  • Identify parents and alumni that are willing to help put together and implement an ongoing donation campaign alongside the JCC’s CFO
    • Work alongside the JCC’s development department to assist, give direction and to provide a list of JCC donors not to bother due to their prior financial commitments to the JCC or similar organizations.

FY 2013 Regional Plan – (Northstar Region)

GOALS AND OBJECTIVES

#5 ADULT STAKEHOLDERS - Organize and support BBYO alumni, parents, and friends to serve as an engaged community of advisors and lead FAN campaigns to support local programs.

Key Metrics

Goal

Stretch Goal

FY12 YTD

Advisors Attending Training Sessions During Year (%)

100%

N/A

80%

Parents Contributing to FAN (%)

N/A

N/A

N/A

RESOURCES NEEDED (INCLUDING EXTERNAL STAKEHOLDERS: ADVISORS, FAN, PARENTS, COMMUNITY PARTNERS):

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ACTIVITIES AND INDICATORS

  • Establish a partnership with Herzl Camp
    • Set up a meeting with the entire Herzl Administrative/Executive Staff to decipher the possibility of a partnership and to discuss ways in which we can help each other (i.e. hold Herzl Camp Reunion nights in conjunction with BBYO)
  • Work with all Minneapolis JCC departments on J-SERVE
    • Pull in one department at a time to assist with ongoing chapter Stand-Up programs, ending with all departments & chapters conjoining to implement a community-wide J-SERVE event.
  • At the beginning of the year, highlight areas in the programming calendar that will serve as great opportunities to receive press
    • Compile a list of publication deadlines so as to plan ahead in order to notify publications of media worthy events; send pictures and stories to the publications every 3 weeks.

FY 2013 Regional Plan – (Northstar Region)

GOALS AND OBJECTIVES

#6 COMMUNITY PARTNER - Be the convener of Jewish teen life by forging alliances, partnering on programs, and co-branding where appropriate.

Key Metrics

Goal

Stretch Goal

FY12 YTD

Partnerships for Connect, J-Serve and Camps (#)

10

15

4

Local Article Placements (#)

5

8

2

RESOURCES NEEDED (INCLUDING EXTERNAL STAKEHOLDERS: ADVISORS, FAN, PARENTS, COMMUNITY PARTNERS):