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Jewish Federation of Cleveland

                          AGENDA AND CHAIR NOTES
                                 NEXTGEN THINK TANK
                           MONDAY, DECEMBER 13, 2010
                                    8:30 AM
                  JEWISH FEDERATION OF METROPOLITAN DETROIT
                   6735 TELEGRAPH ROAD, BLOOMFIELD HILLS, MI

            Karen G. Baker, Director, Strengthening & Growing Jewish Cleveland




I.    WELCOME AND INTRODUCTION (COVER SLIDE)

      A.     KAREN BAKER


      B.     DIRECTOR OF STRENGTHENING & GROWING JEWISH

             CLEVELAND, JEWISH FEDERATION OF CLEVELAND


      C.     AND THE COORDINATOR OF CLEVELAND’S PRESENTENSE

             FELLOWSHIP


      D.     ENOUGH ABOUT ME


II.   HISTORY (SLIDE II)

      A.     SGJC CAME ABOUT AS A RESULT OF THE CLEVELAND 2003

             DEMOGRAPHIC PROFILE RESULTS WHICH INDICATED A

             DEARTH IN THE 20/30 DEMOGRAPHIC
NextGen Think Tank
Detroit
12/12-13/2010                                                    Page 2



       B.     COINCIDED WITH CENTENNIAL INITIATIVE FUNDRAISING

              EFFORT


       C.     SGJC BECAME BOTH THE THEME OF THE CENTENNIAL

              INITIATIVE AND A STAND-ALONE PROJECT


       D.     ORIGINAL COMMITMENT OF $10M/10 YEARS


       E.     FOCUSED ON ATTRACTION & RETENTION


       F.     LEADERSHIP


       G.     40 UNDER 40 FOCUS GROUP MET TO BRAINSTORM HOPES

              AND DREAMS (4 SESSIONS)


       H.     HIRED FOR IMPLEMENTATION WITH A CO-DIRECTOR IN 12/05


III.   WHO LED THE CHARGE (SLIDE III)

       A.     40 UNDER 40 MORPHED INTO TASK FORCE II


       B.     MIX OF EXPERIENCE


       C.     ULTIMATELY 174 COMMUNITY MEMBERS INVOLVED


       D.     6 COMMITTEES
NextGen Think Tank
Detroit
12/12-13/2010                                                Page 3



              1.     ATTRACTION INCENTIVES


              2.     PROFESSIONAL NETWORKS


              3.     JEWISH EDUCATION


              4.     SOCIAL NETWORKS


              5.     CONCIERGE TYPE SERVICE


              6.     ACTIVE JEWISH LIFE


       E.     PROFESSIONALS SPENT TIME MANAGING COMMITTEES VS

              IMPLEMENTING TOWARD ACTION


       F.     FRUSTRATION AND INACTION EVENTUALLY LED TO ACTION


       G.     SUMMER SOCIAL EXPERIMENTATION FOCUSED ON COLLEGE

              STUDENTS IN CLEVELAND FOR THE SUMMER


       H.     EVITE


       I.     SUMMER


       J.     LESSONS LEARNED


              1.     PEER TO PEER IS KEY
NextGen Think Tank
Detroit
12/12-13/2010                                                    Page 4



              2.     NON-THREATENING MATTERS


              3.     PUBLIC SPACES ROCK


              4.     COOL IS KING


              5.     IN YOUR FACE


              6.     HUMOR


              7.     EDGY


              8.     INSULTS ARE TYPICALLY WINS (INSULTING THE

                     TRADITIONALS TYPICALLY MEANS WINNING WITH THE

                     TARGET)


       K.     CO-DIRECTOR QUIT


       L.     FIRED VOLUNTEERS


       M.     SLOW BUT STEADY EXPERIMENTATION PROCESS


IV.    COST/BUDGET/SOURCES OF FUNDING (SLIDE IV)

       A.     FUNDING FROM THE CENTENNIAL INITIATIVE FUNDRAISING


       B.     TO DATE PROJECT HAS SPENT $1.8M
NextGen Think Tank
Detroit
12/12-13/2010                                                     Page 5



       C.     BUDGET FOR FY10/11 $560K


V.     SUCCESS/IMPACT/HOW WE MEASURE (SLIDE V)

       A.     CURRENT STRATEGIES INCLUDE:


              1.     LET MY PEOPLE GROW $4400 MAILING/EVENT (IN/OOT –

                     JUST UNDER 400 MAILED, >250 AT BIRTHDAY PARTY)


              2.     PJ LIBRARY (SUBSCRIPTIONS NOT A SGJC LINE ITEM,

                     EVENTS/EXPERIENCES COME FROM $15K MEETING

                     BUDGET (MORE THAN 1800 SUBSCRIPTIONS, 2 LARGE

                     EVENTS/YEAR WINTER/SUMMER, SEVERAL VOLUNTEER

                     LED BOOK-RELATED EVENTS SCHOOLS, LIBRARIES,

                     MOMS ONLY)


              3.     WEBSITE – LETMYPEOPLEKNOWCLEVELAND.COM 650+

                     HITS/DAY


              4.     HILLEL SUMMER INTERNSHIP PROGRAM $40K 3 YEARS

                     95 PARTICIPANTS, ALL GOOD


              5.     SHOWCASE CLEVELAND EVENTS/EXPERIENCES $5K
NextGen Think Tank
Detroit
12/12-13/2010                                                    Page 6



              6.     SATELLITE CLEVELAND ON CAMPUS (3 PILOT

                     CAMPUSES: TAILGATE PARTIES OSU. JBIZ MODEL KSU,

                     OU CLEVELAND FOCUSED EVENTS ALL HAVE

                     CLEVELAND INTERNS) $5400


              7.     MOMS-2BE-IN THE CLE ( JUST GETTING STARTED, PART

                     OF THE $15K MEETING BUDGET)


              8.     LMPKNOWSLETTER (1800 RECIPIENTS 40% OPEN RATE,

                     IN AND OUT OF REGION)


              9.     EMPLOYMENT-RELATED SUPPORTS $50K (MORE THAT

                     850 HAVE COME THROUGH THE DOOR)


              10.    EMPLOYER RELATIONSHIPS


              11.    FUTURE


                     A)   SINGLES/SOCIAL PROGRAM FUNDING


                     B)   WEB CONTENT MANAGER


                     C)   SATELLITE CLEVELAND IN CLUSTER CITIES $5000


       B.     STRATEGY GOALS
NextGen Think Tank
Detroit
12/12-13/2010                                                                            Page 7



       C.      STRATEGY ACTUALS VS GOALS


       D.      DIFFICULT TO MEASURE


VI.    LESSONS LEARNED (SLIDE VI)

       A.      NOBODY WINS UNLESS EVERYBODY WINS


       B.      KNOW WHO YOUR FRIENDS ARE


       C.      WE WOULD BE MORE SUCCESSFUL IF AT AN EARLY STAGE

               AND AS AN ORGANIZATION WE UNDERSTOOD THAT WE

               CREATE THE MOST VALUE WHEN PEOPLE AT EVERY LEVEL

               SHARE IN THE VALUE THEY HELP TO CREATE.


VII.   LOOKING BACK (SLIDE VII)

       A.      STARTING OUT QUIETLY WOULD HAVE BEEN BETTER


       B.      ADD COMMITTEES/FRIENDS/ETC LATER WHEN A CLEAR

               UNDERSTANDING OF DIRECTION/MISSION/GOALS HAS BEEN

               ESTABLISHED


       C.      NEVER LOOK BACK!


/home/pptfactory/temp/20110106012827/casestudyclevelandnotes-110105192827-phpapp01.doc

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Case Study: Cleveland Notes

  • 1. Jewish Federation of Cleveland AGENDA AND CHAIR NOTES NEXTGEN THINK TANK MONDAY, DECEMBER 13, 2010 8:30 AM JEWISH FEDERATION OF METROPOLITAN DETROIT 6735 TELEGRAPH ROAD, BLOOMFIELD HILLS, MI Karen G. Baker, Director, Strengthening & Growing Jewish Cleveland I. WELCOME AND INTRODUCTION (COVER SLIDE) A. KAREN BAKER B. DIRECTOR OF STRENGTHENING & GROWING JEWISH CLEVELAND, JEWISH FEDERATION OF CLEVELAND C. AND THE COORDINATOR OF CLEVELAND’S PRESENTENSE FELLOWSHIP D. ENOUGH ABOUT ME II. HISTORY (SLIDE II) A. SGJC CAME ABOUT AS A RESULT OF THE CLEVELAND 2003 DEMOGRAPHIC PROFILE RESULTS WHICH INDICATED A DEARTH IN THE 20/30 DEMOGRAPHIC
  • 2. NextGen Think Tank Detroit 12/12-13/2010 Page 2 B. COINCIDED WITH CENTENNIAL INITIATIVE FUNDRAISING EFFORT C. SGJC BECAME BOTH THE THEME OF THE CENTENNIAL INITIATIVE AND A STAND-ALONE PROJECT D. ORIGINAL COMMITMENT OF $10M/10 YEARS E. FOCUSED ON ATTRACTION & RETENTION F. LEADERSHIP G. 40 UNDER 40 FOCUS GROUP MET TO BRAINSTORM HOPES AND DREAMS (4 SESSIONS) H. HIRED FOR IMPLEMENTATION WITH A CO-DIRECTOR IN 12/05 III. WHO LED THE CHARGE (SLIDE III) A. 40 UNDER 40 MORPHED INTO TASK FORCE II B. MIX OF EXPERIENCE C. ULTIMATELY 174 COMMUNITY MEMBERS INVOLVED D. 6 COMMITTEES
  • 3. NextGen Think Tank Detroit 12/12-13/2010 Page 3 1. ATTRACTION INCENTIVES 2. PROFESSIONAL NETWORKS 3. JEWISH EDUCATION 4. SOCIAL NETWORKS 5. CONCIERGE TYPE SERVICE 6. ACTIVE JEWISH LIFE E. PROFESSIONALS SPENT TIME MANAGING COMMITTEES VS IMPLEMENTING TOWARD ACTION F. FRUSTRATION AND INACTION EVENTUALLY LED TO ACTION G. SUMMER SOCIAL EXPERIMENTATION FOCUSED ON COLLEGE STUDENTS IN CLEVELAND FOR THE SUMMER H. EVITE I. SUMMER J. LESSONS LEARNED 1. PEER TO PEER IS KEY
  • 4. NextGen Think Tank Detroit 12/12-13/2010 Page 4 2. NON-THREATENING MATTERS 3. PUBLIC SPACES ROCK 4. COOL IS KING 5. IN YOUR FACE 6. HUMOR 7. EDGY 8. INSULTS ARE TYPICALLY WINS (INSULTING THE TRADITIONALS TYPICALLY MEANS WINNING WITH THE TARGET) K. CO-DIRECTOR QUIT L. FIRED VOLUNTEERS M. SLOW BUT STEADY EXPERIMENTATION PROCESS IV. COST/BUDGET/SOURCES OF FUNDING (SLIDE IV) A. FUNDING FROM THE CENTENNIAL INITIATIVE FUNDRAISING B. TO DATE PROJECT HAS SPENT $1.8M
  • 5. NextGen Think Tank Detroit 12/12-13/2010 Page 5 C. BUDGET FOR FY10/11 $560K V. SUCCESS/IMPACT/HOW WE MEASURE (SLIDE V) A. CURRENT STRATEGIES INCLUDE: 1. LET MY PEOPLE GROW $4400 MAILING/EVENT (IN/OOT – JUST UNDER 400 MAILED, >250 AT BIRTHDAY PARTY) 2. PJ LIBRARY (SUBSCRIPTIONS NOT A SGJC LINE ITEM, EVENTS/EXPERIENCES COME FROM $15K MEETING BUDGET (MORE THAN 1800 SUBSCRIPTIONS, 2 LARGE EVENTS/YEAR WINTER/SUMMER, SEVERAL VOLUNTEER LED BOOK-RELATED EVENTS SCHOOLS, LIBRARIES, MOMS ONLY) 3. WEBSITE – LETMYPEOPLEKNOWCLEVELAND.COM 650+ HITS/DAY 4. HILLEL SUMMER INTERNSHIP PROGRAM $40K 3 YEARS 95 PARTICIPANTS, ALL GOOD 5. SHOWCASE CLEVELAND EVENTS/EXPERIENCES $5K
  • 6. NextGen Think Tank Detroit 12/12-13/2010 Page 6 6. SATELLITE CLEVELAND ON CAMPUS (3 PILOT CAMPUSES: TAILGATE PARTIES OSU. JBIZ MODEL KSU, OU CLEVELAND FOCUSED EVENTS ALL HAVE CLEVELAND INTERNS) $5400 7. MOMS-2BE-IN THE CLE ( JUST GETTING STARTED, PART OF THE $15K MEETING BUDGET) 8. LMPKNOWSLETTER (1800 RECIPIENTS 40% OPEN RATE, IN AND OUT OF REGION) 9. EMPLOYMENT-RELATED SUPPORTS $50K (MORE THAT 850 HAVE COME THROUGH THE DOOR) 10. EMPLOYER RELATIONSHIPS 11. FUTURE A) SINGLES/SOCIAL PROGRAM FUNDING B) WEB CONTENT MANAGER C) SATELLITE CLEVELAND IN CLUSTER CITIES $5000 B. STRATEGY GOALS
  • 7. NextGen Think Tank Detroit 12/12-13/2010 Page 7 C. STRATEGY ACTUALS VS GOALS D. DIFFICULT TO MEASURE VI. LESSONS LEARNED (SLIDE VI) A. NOBODY WINS UNLESS EVERYBODY WINS B. KNOW WHO YOUR FRIENDS ARE C. WE WOULD BE MORE SUCCESSFUL IF AT AN EARLY STAGE AND AS AN ORGANIZATION WE UNDERSTOOD THAT WE CREATE THE MOST VALUE WHEN PEOPLE AT EVERY LEVEL SHARE IN THE VALUE THEY HELP TO CREATE. VII. LOOKING BACK (SLIDE VII) A. STARTING OUT QUIETLY WOULD HAVE BEEN BETTER B. ADD COMMITTEES/FRIENDS/ETC LATER WHEN A CLEAR UNDERSTANDING OF DIRECTION/MISSION/GOALS HAS BEEN ESTABLISHED C. NEVER LOOK BACK! /home/pptfactory/temp/20110106012827/casestudyclevelandnotes-110105192827-phpapp01.doc