Lions Clubs International Foundation

Planning for Success: Multiple District and District Coordinator Goal Setting Webinar

Lions Clubs International Foundation

Planning for Success: Multiple District and District Coordinator Goal Setting Webinar

Webinar Agenda

1. Goal-setting Overview

2. The Goal-setting Survey

3. Resources for Goal-setting

4. Goal-setting: Step-by-Step

5. Goal Monitoring

6. Fundraising and Communication Strategies

We Care. We Serve. We Accomplish.

Goal Setting Process

• Goals established and submitted via online survey

• Submission Date: October 31, 2012

• Both MDCs and DCs will set goals

Goal Setting Process

• Use LCIF Reports including:Status of Installments

Total Recap Report

MJF Listings

• At minimum, set a contributions goal increase of 5-10% above an average year of contributions to LCIF

Goal Setting: MDCs

• Have a plan– Set goals for each district with

your DC team– Analyze reports– Help DCs determine which clubs

to offer a presentation– Help districts with fundraising– Make sure your DCs understand

the goal setting process– Assist your DCs in working with

their DG and DG Team, if necessary

Goal Setting: DCs

• Consult your District Governor– Ensure your DG supports your goals– Ask your DG for assistance in

achieving goals– Communicate your progress to your

DG

• Work with your MDC– Make sure your MDC is aware of

your goals– Ask for your MDC’s assistance with

your goal setting, if necessary– Communicate your progress to your

MDC

Goal Setting Survey Questions

• What is your target number of clubs to be visited in fiscal year 2012-2013?

• What is the estimated number of articles and web news posts you plan to distribute this year?

• Will you conduct MJF recognition activities during your district conventions?

• Will you give regular reports to clubs of their available MJF recognition credits?

Goal Setting Survey Questions

• How much was raised in your district last year?

• What is the goal for donations in your district this year?

• Is your District Governor/Council Chair supportive of this donation goal?

• Are you aware of One Shot, One Life: Lions Measles Initiative?

• Do you need more information about LCIF programs in order to promote the Foundation?

Resources for Establishing Goals: Reports

The following reports are available to assist you with your goal setting:

Current MJF/PMJF Listing for your district

This report shows all the individuals in your district who are MJFs or PMJFs. Use this to determine which clubs have never named an MJF and encourage them to name one. Or suggest that those clubs with many individuals who are MJFs or PMJFs consider becoming a 100% MJF Club.

Resources for Establishing Goals: Reports

The following reports are available to assist you with your goal setting:

Current Status of Installments Report for your district

This report shows all the accumulated MJF and PMJF credit in your district. Use it to identify clubs and individuals that are near completion of an MJF or PMJF and encourage them to complete it. Encourage clubs that have many credits to apply for MJFs or PMJFs, or to consider becoming a 100% club.

Resources for Establishing Goals: Reports

Club Health Report for your DistrictThis report indicates the current status of all clubs in your district, including number of members, charter date and whether membership is increasing or decreasing. The report also shows cumulative giving to LCIF during the fiscal year. Use it to identify clubs with potential to support LCIF. This report will help you to prioritize which clubs to visit.

Recap of DonationsThis report provides the complete list of donations made to LCIF during the Lions year, sorted by club. Details of each donation are included so that you can which donation program is most relevant for your area, i.e. club donations, MJF donations by individuals, Contributing Memberships, etc.

Other Resources for Establishing Goals

In addition to reports and information, there are other important resources you should consult when setting your goal. Including:

Your District Governor and DG TeamYour DG may have valuable insights into clubs and Lions in your area that can aid you in goal setting. Additionally, you will have a much greater chance of meeting your goals if you are able to work closely with your DG.

Your Multiple District CoordinatorIf you are a DC, your MDC should assist you with any questions you have during the goal setting process. Your MDC may hold a goal-setting meeting or consult with you by phone or e-mail to ensure that you are successful in your goal-setting. Your MDC will also be there to assist you as you work to meet your goal throughout the year.

Other Resources for Establishing Goals

Your LCIF Staff CoordinatorLCIF staff coordinators are available to assist you with reports and other questions. Each Constitutional Area has a staff coordinator assigned to work with MDCs and DCs in that area. The appropriate staff coordinator for you area is listed on the LCIF website and in the online training manual.

Former District CoordinatorIf you are new to the role of DC, you may find it helpful to consult with the former DC for your area, if appropriate. This person may be able to provide you with important information on clubs, donations and other LCIF-related activities.

Goal Setting Responsibilities

LCIF District Coordinator (DC) Responsibilities

District Governor (DG) Responsibilities

LCIF Club Visit Activities

Conduct at least one club visit each monthInspire Lions to serve both their local and global communities through LCIFThank Lions for their past LCIF supportRequest and encourage future LCIF Support

Incorporate local and international LCIF news into your remarks during club visits and district eventsThank Lions for past support of LCIF and remind them of LCIF’s important work

Promotional Activities

Ensure information about LCIF is presented at the district convention and other eventsShare important LCIF statistics and local data with the DGAsk the DG for an opportunity to provide regular LCIF briefings during the district cabinet meeting

Provide promotional opportunities for the LCIF coordinator and provide an opportunity to recognize supporters of LCIF at district conventions and events

LCIF Contribution Goals

Using LCIF data, set a contributions goal increase of 5-10% or more above an average year of contributions to LCIF from your district; in some areas, this may mean an increase of one new MJF

Be knowledgeable of the district’s past giving history to LCIF and assist the LCIF DC in meeting the increase

Leadership Activities

Establish LCIF district goals with input from the district governorBe knowledgeable of the LCIF grant history for you district

Assist the LCIF DC in establishing goalsRequest regular reports from the LCIF DC during cabinet meetings

Goals: An Example

District ABC sets a goal of $30,375. This is an increase of $7,875, or 25%, from the previous year

Before

• 13 out of 30 clubs donate• 10 Lions become Contributing

Members

After

• In addition to the previous year’s donations:• 2 new Clubs award MJFs =

$2,000• 2 new Clubs hold LCIF

Fundraiser = $1,000• 4 Lions make $500 gifts

toward PMJF = $2,000• 10 new Gold CM = $1,000• 20 new Silver CM = $1,000• 50 new Bronze CM = $1,000• Total = $8,000

Goals: An Example

In summary, the LCIF Coordinator must target:4 Clubs that did not give last year

Check the Total Recap report to identify these clubs

5 MJFs with potential to become PMJFs

Check the Status of Installments Report for Lions with MJF credits

80 Lions as new Contributing Members

Check the Total Recap report for clubs with several CMs already or new clubs whose members did not support last year

Goal Setting: Step By Step

On-line survey sends your goals directly to LCIF

Either click on the address in the email or copy and paste the address in the address bar of your web browser:

Multiple Districthttp://www.zoomerang.com/Survey/WEB22DAQ5LY3H4 District http://www.zoomerang.com/Survey/WEB22DAQNSYDYW

Goal Setting: Step By Step

This is what the on-line survey will look like.

Use the mouse to click in the text box and then

type your answer

Use the mouse to click in the bubble next to the answer of your choice

Goal Setting: Step By Step

Use the scroll bar to move down the

page .

All questions marked with an asterisk must be

answered.

Goal Setting: Step By Step

Please, find the total amount raised in your

district using LCIF reports provided.

When all questions are answered, click on the

SUBMIT button.

We Care. We Serve. We Accomplish.

Goals: Monitoring

A new goals monitoring process will be instituted for the 2012 – 2013 Lions year. Twice per year, LCIF DCs will be asked to report on their progress to their MDC. In turn, MDCs will report their progress to their SC member.

– Allow LCIF and the SC to monitor worldwide progress toward meeting LCIF goals

– Enable MDCs to identify DCs who may need assistance in meeting their goals

– Enable SCs to identify MDCs who may need assistance in meeting their goals

– Allow LCIF staff to identify areas in which they can assist coordinators

– Give coordinators the opportunity to ask questions and request assistance

We Care. We Serve. We Accomplish.

Goals: Monitoring

• Mid-year and year end reporting– Early January, 2013: DCs receive and complete a monitoring survey– MDCs and DCs will discuss the survey by phone.– MDCs will then report on results to their SC member

• This process will be repeated in June 2013. During the June 2013 calls, setting goals for the next Lions Year will also be discussed.

Fundraising Strategies

• Clubs that did not donate last year

• Send a letter

• Offer to visit

• Inform the clubs of the good work of the Foundation

• Inform the clubs of the grants received from LCIF for the district

June 2010-2011 Recap of Donations Report:

Fundraising Strategies

We Care. We Serve. We Accomplish.

MJF Credit Balances:• Individuals or clubs

close to US$1,000

• Encourage them to ‘top up’ donations in order to name an MJF or PMJF

• Challenge the clubs to donate at least one new MJF this year

+ $487.50 = $1,000

Fundraising Strategies

We Care. We Serve. We Accomplish.

Contributing Memberships:

• Encourage individual donations

• Promote CMs through club visits and conventions

• Challenge clubs to become 100% Contributing Member clubs

Fundraising Strategies

Encourage Lions to include LCIF in their estate plans:

• Information on the LCIF website

• eBrochures

• Lions should talk with an attorney or estate planner

Fundraising Strategies

We Care. We Serve. We Accomplish.

Thank Donors:• Thank donors (clubs and

individuals) through recognition

• Profile generous donors on website, in newsletter, or local paper

• Recognize MJF donors at conventions and club meetings

Fundraising Strategies

We Care. We Serve. We Accomplish.

Leo Clubs:• Help Leos understand the

importance of LCIF and its good work throughout the world

• Encourage Leo clubs to fundraise on behalf of LCIF as up and coming global leaders

• Try to promote 100% Leo club participation

District 23C Connecticut Leos – 100% club participation!

Communication

For planning and ongoing evaluation of success:

District Governor Teams

LCIF Steering Committee <-> Multiple District Coordainators

Multiple District Coordinators <–> District Coordinators

LCIF Staff

13 Steering Committee Members

150 Multiple District Coordinators

750 District Coordinators

45,000 Clubs

Communication

For education, outreach and to mobilize contributions:

Club visits

Newsletter articles

Presentations at conventions and leadership development events

Zone and district cabinet meetings

Direct mail appeals

Local media coverage of LCIF impact

We Care. We Serve. We Accomplish.

Communicate: MJF Program Changes

Area of Greatest

Need

Humanitarian Needs

Youth

Sight

Disaster

There are now four Areas of Giving from which to choose when making a contribution.

• Donations within these four general areas are eligible for Melvin Jones Fellowship recognition

• More specific donations within these areas will be honored by LCIF but will not be eligible for MJF recognition (i.e. donations for Special Olympics Opening Eyes, SightFirst, Lions Quest, etc.)

• The Measles Initiative under Humanitarian Needs is MJF eligible

Questions?