1. Insert photo 1 Client:
Organization
logo here
Grant Term:
10/2011 – 09/2012
Contact:
Jane Weiner
President & CEO
jane@hopestoneinc.org
713.526.1907
www.hopestoneinc.org
Accelerator Program – Phase I

2. Mission and Vision
MISSION
• Hope Stone, Inc. exists to unlock the
innate creativity of young people and
adults through our dance and movement
classes, our professional company Hope
Stone Dance, and our youth arts outreach
program Hope Stone Kids.
VISION
• Art for all: expanding boundaries through
engaging experiences.

3. Use of Funds
Towards the use of engaging consultants for the creation of a multi-year strategic plan.
Consultant Selection Planning Process
• Leadership Team brainstormed and • Conveyed current status and
identified required qualities and challenges of Hope Stone to the
qualifications of a consultant consultant
• Leadership Team determined a • Engaged a diverse team of staff,
corporate organizational model moving board members, clients, HSD
forward was desired performers, HSK parents and students
and Advisory Board members to attend
• Board President and President & CEO the 2 day Strategic Planning retreat
interviewed potential consultant
conveying expectations for Strategic
Planning process and outcome
• Negotiated a contract with consultant

4. Goal 1: President & CEO to focus more on
programming and less on administrative tasks
• Objectives supporting the above goal:
– * Allocate administrative tasks to
newly appointed Managing
Director and Development
Director
– * President & CEO focuses more
time on growing programming for
Hope Stone Dance and Hope
Stone Kids
– * Expand the Hope Stone Kids
Satellite programming
– * Shift some of the decision
making to the executive staff to
increase administrative efficiency
* Denotes objectives to address in the next 12 months.

5. Goal 2: Better manage clients, funders
and audience
• Objectives supporting the above
goal:
– * Identify and implement a
CRM solution
– * Streamline internal
reporting methods for
increased administrative
efficiency
– *New Website that is more
user friendly and informative
* Denotes objectives to address in the next 12 months.

6. Goal 3: Create a Fundraising and Marketing
Plan
• Objectives supporting the above goal:
– * Task Marketing Consultant and
Development Director with
researching and creating a
Fundraising and Marketing Plan
– * Establish guidelines for branding
and communicating who Hope
Stone is to potential funders,
clients and audience members
– * Create strategy to engage now
donor groups to increase funding
base
– * Create measureable goals that
can be reported back to Board
* Denotes objectives to address in the next 12 months.

7. Goal 4: Expand Hope Stone Kids
Satellite programming
• Objectives supporting the above goal:
•
– * Create a HSK Teaching
Methodology and Teacher
Training program
– * Determine approach for
expansion including paying and
scholarship based satellite
partners
– * Secure 4 to 5 new satellite
partners for 2013-2014 season
– * Hire an Education Director
* Denotes objectives to address in the next 12 months.

8. Keys to Success
• List significant accomplishments and
strides made throughout your grant
– Engaging a diverse team of staff,
board members, dancers, teachers,
HSK parents and students, and Hope
Stone Studio clients for the Strategic
Planning Retreat
– Weekly meetings with Executive
Administrative Staff
– Communication with staff and board
of a clear trajectory of the
organization
– Engaging a consultant who was
experienced with many different
types of organizations; i.e. big, small,
for profit, not for profit

9. Lessons Learned
• What were your course corrections?
– Learning to let the experts be the Operate
experts and engage them for advice
and guidance
– Not to “bite off more than we can
chew” in terms of too much too
fast
Change
Business Support
– The administrative staff is a team of Process
leaders rather than a single point of
leadership
– We have a built a strong staff with
clear job descriptions and
expectations
Optimize

10. Summary of Future Plans
• We have lofty although attainable goals
agreed upon by everyone in the
organization and with clearer plans for the
future and a way to measure our progress.
• Quarterly meetings take place to review
our present status against the Strategic
Plan with short term actions item put into
place to ensure goals are met.
• The strategic planning process has created
a platform on which the staff and board
can work in tandem. This ensures
accountability as we move forward to
expand the organization’s reach both in
the performing arts and in arts education.