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TEAMBUILDINGWORKSHOPTEMPLATE

Part1:Participantsintroducethemselvesandtellwhytheyareorganizationmembers,whatthey
getfrombeingmembers,andwhatspecialgiftstheybringtotheorganization.

Part2:Participantsworkinbreakoutgroupsandbrainstormanswerstothesequestions:

Team1AQuestion:Inordertobecometheorganizationthatwewanttobe,whatdowe
needtodothatwerenotdoingnow?(Letsnowcallthemvisionitems.)

Obtainmoneythroughgrants,sponsorship,fundraising,tiermembershipfees.Member
categoriescouldincludethefollowing:
Retirees
Individualsandselfemployed
Corporations
Hospitals
Faithbasedorganizations

Pursuemarketingandmediaopportunities,suchasthefollowing:
Membershipdrive
Mailingofpostcards
Mediasponsorship
Advertisingagency
Brochure
Branding(useoforganizationlogoonbags,pens,etc.)
Displayboothathealthfairsandtradeshows
Improvedaccesstowebsite

Improveuseoftechnology
Maketheorganizationwebsitemoreaccessibletoeveryone.
Useemaillistservetopublicizeorganizationevents.

Defineourtargetaudienceforrecruiting.Conductamembershipdrivethatincludes:
Asiancommunity
Jewishcommunity
Physicians

BuildingCapacityinYourOrganization
2015TomRomito,Facilitator,Cleveland,OH44109USA
Email:
thomasmromito@gmail.com
Web:

http://www.tomromito.com

Othermedicalproviders

Redefineourvision

Redefineourmissionstatement
Restateandreviewitateachmeeting.
Clarifythemission.

Modelbehavioratourworkplacestoencourageemployeestobehealthy,active.
Identifyandmarketouruniquenessandthevalueofmembershipthrough:
Collaborationandpartnerships
Support
Employmentopportunities
Exposureformemberorganizations
Trainingandeducationalforums
Programpromotion

Team2AQuestion:Inordertobecometheorganizationthatwewanttobe,whatdowe
needtodothatwerenotdoingnow?(Visionitems)

Explorefundingsources.
Hireaparttimestaffpersontoworkfortheorganization.
Developarecruitmentplan.
Developamarketingplan.
Developastrategicplan.
Publishaquarterlynewsletter.
Makebetteruseofourwebsite.
Haveanewmemberorientation.

Team1BQuestion:Inordertobecometheorganizationthatwewanttobe,whatdowe
needtododifferentlyfromwhatweredoingnow?(Letsnowcallthemchanges.)

Increasecommunicationsandpresencethroughthewebsite.
Expandfundingopportunities.
Recognizeourinherentpower.
Beambassadorsforeachotherbyincreasingourknowledgeofmemberagencies
services.
Developastructureformembershipfees.
Offerprofessionaltrainingforproviders.
ConcentrateonformingaDevelopmentCommittee(Identifypeoplewithtimeand
interestandincreasetheirskills).
Restructureselectioncriteriaofcommitteechairs(Stressimportanceofcochairs).
Increasethediversityofouraudience
Expandourtargetaudienceregionally.

BuildingCapacityinYourOrganization
2015TomRomito,Facilitator,Cleveland,OH44109USA
Email:
thomasmromito@gmail.com
Web:

http://www.tomromito.com

Team2BQuestion:Inordertobecometheorganizationthatwewanttobe,whatdowe
needtododifferentlythanwhatweredoingnow?(Changes)

Establishavisionstatement.
Broadenrecruitmentofmembers.
AnswerthequestionWhoarewe?
Improveourpublicrelationsandmarketingtechniquesandprocessestoincreasethe
visibilityoftheorganization(e.g.,partnerwithlocalmedia).
Expandournetworkofcommunityresources.
Diversityourfundraisingefforts.
Increaserepresentationoftheorganizationincommunitygroups.
Completeanddistributearesourceguide.

Part3:Breakoutgroupsreportedtothewholegrouptheirtopthreeitems.Heretheyare:

Team1A:VisionItems.

Notenoughpeopleknowabouttheorganization.Asaresult,weneedtodothefollowing:
Bettermarketing
Identifyandrecruitunrepresentedgroups(minorities,hospitals,doctors,otherhealthcare
professionals).
Reviseandexpandourmissionstatementandrestateitateachmission.

Dodevelopmentworkinordertoacquirefundsforapaidstaffpersonthrough:
Grantproposalwriting.
Sponsorships.
Tieredmembershipdues
Fundraising

Makebetteruseoftechnologytools,suchas:
Ourwebsite
Emaildistributionlist
Listserve

Team2A:VisionItems.

Developastrategicplan.

Explorefundingsourceswiththefollowingthingsinmind:
Createanumbrellaorganization.
Hireadedicatedstaffperson.
Developauniquefundraisingevent.

Developamarketingplanthataddresses:
Memberrecruitment

BuildingCapacityinYourOrganization
2015TomRomito,Facilitator,Cleveland,OH44109USA
Email:
thomasmromito@gmail.com
Web:

http://www.tomromito.com

Newsletter
Websiteutilization
Spotlightingmemberorganizations
Newmemberorientation

BuildingCapacityinYourOrganization
2015TomRomito,Facilitator,Cleveland,OH44109USA
Email:
thomasmromito@gmail.com
Web:

http://www.tomromito.com

Team1B:Changes.

Increaseourcommunicationsthrough:

Websitedevelopment

Increasedpresenceofmemberagencies

Increaserecognitionofmemberagencyservices

Increasethediversityofourtargetaudienceintheseways:

Regionally(eastside,westside,andcounties)

Ethnically(Hispanic,Asian,NativeAmerican,Arabic)

Provideprofessionaltrainingforprovidersrelatingtowhat
ourmemberagenciesdoby:

Offeringcontinuingeducationcredits.

Establishingaspeakersbureau.

Havingcochairsinallcommittees.

Encouragingallmemberagenciestoappoint
ambassadorstovisitproviders.
Identifyingindividualswiththetimeandinteresttodothesethings,thendevelopingtheir
skills.

Team2B:Changes.

Improveourpublicrelationsandmarketingtechniquesandprocessesby:

Broadeningmemberrecruitment.

Partneringwithlocalmedia.

Developingaresourceguide.

Acquiringmorefunds.

Expandournetworkofcommunityresourcesby:
Appointinganorganizationalrepresentativetovisitnonmemberagencies.
Acquiringmorefunds.

Developprogramsthathavethefollowingfeatures:
Holdsorganizationmembersaccountableforwhattheydo.
Projectsaremanageable.

BuildingCapacityinYourOrganization
2015TomRomito,Facilitator,Cleveland,OH44109USA
Email:
thomasmromito@gmail.com
Web:

http://www.tomromito.com

Part4:Eachteamsummarizeditstoponetofouritems,asfollows:

Team1AVisionItems:

Marketourbrand

Raisefundstosupportmarketing.

Increaseaccessibilityofourwebsite.

Team2AVisionItems:

Conductastrategicplanningprocess.

Team1BChanges:

Improvethefunctionalityofourwebsite.

Diversifyourtargetaudience.

Educateourmemberswhoareproviders.

Openmembershiptootherproviders.

Team2BChanges:

Increaseourvisibilityasaresourcetostakeholders.

Deployourmemberstootherorganizationsandrecruitthem.

Managetheparticipationofourmembersinordertoaccomplishourgoals.

Part5:Thewholegroupconsolidatedthetopthreeorfourvisionitemsandchangesintoonelist,
asfollows:

VisionItems:

Conductastrategicplanningprocess.

Marketourbrand.

Raisefunds.

Improvethewebsite.

Changes:

Diversifyourtargetaudience.
Haveourmemberswhoareproviderseducatetherestoftheorganizationabouttheir
services.
Deployourmemberstononmemberorganizationstoeducateandrecruitthem.
Managetheparticipationofourmembers.

BuildingCapacityinYourOrganization
2015TomRomito,Facilitator,Cleveland,OH44109USA
Email:
thomasmromito@gmail.com
Web:

http://www.tomromito.com

Part6:Thewholegroupdevelopedthefollowingactionplantoimplementthevisionitemsand
changes:

What
Who
When
st
Appointastrategicplanningcommittee.
ExecutiveCommittee
1
Qtr

st
Provideourmarketinginformationtoallmembers.
PRCommittee
1
Qtr

Developafundraisingplan.
Development
2dQtr

Committee
Improveourwebsite.
CommunicationsDept. 2dQtr

Identifytargetculturesforoutreachandmembership.
EducationCommittee
3dQtr

st
Haveourmemberswhoareproviderseducatetherestof
ExecutiveCommittee
1
Qtr
theorganizationabouttheirservices.

Conductoutreachtononmemberproviders.
Tobedetermined(TBD) TBD

st
Manageparticipationofourmembers.
ExecutiveCommittee
1
Qtr

BuildingCapacityinYourOrganization
2015TomRomito,Facilitator,Cleveland,OH44109USA
Email:
thomasmromito@gmail.com
Web:

http://www.tomromito.com