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1 O’Neill Sea Odyssey 2014-2018 FIVE YEAR STRATEGIC PLAN Approved by Board of Directors 9/16/2013.

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Presentation on theme: "1 O’Neill Sea Odyssey 2014-2018 FIVE YEAR STRATEGIC PLAN Approved by Board of Directors 9/16/2013."— Presentation transcript:

1 1 O’Neill Sea Odyssey FIVE YEAR STRATEGIC PLAN Approved by Board of Directors 9/16/2013

2 2 O’Neill Sea Odyssey’s mission is to provide a hands-on educational experience to encourage the protection and preservation of our living sea and communities.

3 3 Quick facts: O’Neill Sea Odyssey (OSO) provides a one-day field trip on the Team O’Neill catamaran and in a shore-side education center. The program is free, but a community service project is required for participation. Classes and youth groups apply to participate at 4 th – 6 th grade. Adam Webster Memorial Fund serves special needs youth. Curriculum provided for classrooms.

4 4 Accomplishments by the end of 2013 Founded in 1996, incorporated in As of the end of 2013, 75,000 youth in 2,700 classes have been served. AWARDS: December 2004: Governor’s Environmental & Economic Leadership Award. May 2005 received US Senator Barbara Boxer’s Environmental Champion award. August, 2009: Adam Webster Fund received the Special Parents’ Information Networks’ COMMUNITY SPINNERS award for its work with special needs youth. November 2013: Silicon Valley Business Journal’s COMMUNITY IMPACT Award. 2004: renovated education center, owned by OSO under a 25 year lease from the Port District. Jack O’Neill and Harry Hind donated the building to OSO in Curriculum has been aligned with education standards and ocean literacy principles study found 75% of OSO youth retained stewardship values 5-7 years later. Certified as a Green Business in Collaborated with other organizations to implement Ocean Scholars mentor program for Latino youth, Ocean Protectors plastic education program, Project Discovery w/State Parks, and the weeklong San Jose Community Oceanography Program.

5 5 Organization Board of Directors governs, sets budget and policy, assists with fundraising. Programmatic needs are funded as a priority and administrative and fundraising costs are kept to a minimum. Recruit and retain volunteers and interns to strengthen staffing. Organization’s assets include upstairs of OSO building at Santa Cruz Harbor, use of Team O’Neill catamaran, curriculum, accumulated data, Board of Directors, staff, volunteers, website.

6 6 Financial position as of YE 2013

7 7 Goals of strategic plan O’Neill Sea Odyssey’s goals: 1.In ,000 students had been served and our goal by the end of 2018 is to have served 100,000 students with our hands-on, ocean going education program. 2.Continue to increase environmental stewardship and advocacy among youth through our hands-on ocean education program combined with our promotion of ocean science curriculum and watershed concepts in classrooms, especially for inland schools. 3.Achieve financial sustainability through endowment & building. 4.Using O’Neill Sea Odyssey’s success as a model, continue to advocate for increased outdoor, hands-on environmental education. These goals will be met using the following objectives…

8 8 Objectives for

9 9 Community Outreach & Advocacy Objective: to educate decision-makers about the value of our work. Make presentations to community organizations, program supporters, government bodies. Promote OSO’s value specifically and outdoor, ocean education generally. Invite opinion leaders, media and supporters to observe program. Promote milestones and OSO long-term study. Make available data collected by OSO students and by our weather station, for research. Tell stories of individual youth who were inspired by the program.

10 10 Use assets to support our mission Objective: to use building and endowment for OSO’s future. Promote planned giving and legacy gifts for endowment. Sustain building tenant base and encourage giving to building fund. Maximize use of these assets to benefit program. Groundbreaking for O’Neill Building, 1965

11 11 Sustain Program Objective: to diversify, strengthen our fund base and therefore our service delivery. OSO is a complex program requiring significant financial support. Develop volunteer base/leadership for annual fundraising event. Identify new sources of funding including individuals, foundation, government & corporate. Develop flexible funding for bus transportation.

12 12 Promote Program Objective: to increase our visibility & accessibility. Promote the website which has curriculum, interactive class database, donors, weather station and video. Use newsletter to promote ocean knowledge & recognize our supporters. Develop new promotional video stressing program impact. Use media coverage and social media and other means to promote our message. Make use of testimonials from students.

13 13 Innovate & Demonstrate Value of Program Objective: to leverage resources to enhance and to demonstrate program’s impact. Continue and strengthen core program to achieve and increase from 75,000 to 100,000 total students by the end of Promote curriculum & activities on website to students, teachers, get curriculum in as many classrooms as possible to promote science and conservation. Promote results of long term study. Utilize new student survey and logic model developed in 2013 to measure annual outcomes. Develop and promote visual mapping the scope of OSO’s impact,allowing schools to collaborate w/each other and see the bigger picture. Re-align curriculum w/STEM & Common Core standards so schools can continue participating. Continue to integrate climate change & adaptation into program.

14 14 Continue partnerships and special programs Objective: Add value to other education programs and support youth with special needs Collaborate w/others for special programs such as the Ocean Scholars mentorship program with Familia Center and the Ocean Protectors program with Save Our Shores about the danger of plastic pollution. Continue to promote and sustain the Adam Webster Memorial Fund to serve cognitively challenged youth.

15 15 Export Program Content Objective: to increase number of youth served, broaden impact & protect ocean. Continue to export lesson plans and curricula elsewhere. Watershed to the sea video for a virtual representation of OSO’s program for coastal and inland schools.

16 16 Maintain Organizational Quality Objective: to continue high quality of the organization thereby maintaining and enhancing our resources and service delivery. Continue “greening” our facilities by reducing waste, water and carbon footprint as we have done w/our solar array. Stay apprised of legal developments as they affect non-profit organizations. Offer training and information for staff.

17 17 Strategic Plan Timeline: January 1, 2014 to December 31, 2018

18 18 OSO Team BOARD OF DIRECTORS: Bridget O’Neill, Chair; Tim O’Neill, President; Jack O’Neill, Founder and Co-Chair; Mike McCabe, Vice President-Treasurer; Nick Petredis, Secretary; Donna Blitzer; Rob Bremner; Jim Thoits, Jim Beckett, MD; Jack McLaughlin, PhD. STAFF: Dan Haifley, Executive Director; Laura Barnes, Education Coordinator/Instructor; Adam Steckley, Operations Coordinator/Instructor; Tim O’Neill, Skipper; Mike Egan, Skipper; Rich Gerling, Building Steward; Instructors: Darren Gertler, Nikki Brooks, Celia Lara, Lauren Hanneman, Jay Weber, Erica Pittman, Sarah Langley, Savannah Shaughnessey, Justine Grajski.

19 19 Advisory Board Stephany Aguilar, Councilmember, City of Scotts Valley Jeff Almquist, Judge, Santa Cruz County Superior Court Blanca Alvarado, Santa Clara County Board of Supervisors (ret.) Albert Aramburu, Marin County Board of Supervisors, Director, California Conservation Corps (ret) Bruce Arthur, Capitola City Council (ret) Cliff Barrett, Scotts Valley City Council (ret) Celeste Basuino, Senior Vice President/Senior Financial Advisor, Merrill Lynch Steve Belcher, Chief of Police (ret), City of Santa Cruz Jess Brown, Executive Director, Santa Cruz County Farm Bureau Harry Edwards, Ph.D., City of Oakland Parks and Recreation Director (ret) Tim Fitzmaurice, Santa Cruz City Council (ret) Sister Julie Hyer, O.P., Administrator, Adrian Dominican Sisters, Dominican Hospital President (ret) & Salud Para La Gente President (ret); David Jochim; Senior Vice President & Manager, Union Bank of California Carl Keehn, Chief Financial Officer, O’Neill Australia Robert F. Kennedy, Jr., President, Waterkeeper Alliance John Laird, California Secretary of Resources Bob Lee, Santa Cruz County District Attorney Rafael Lopez, Watsonville City Council (ret) Terry Medina, Chief of Police (ret), Watsonville Police Department Harvey J. Nickelson, President/CEO, Coast Commercial Bank (ret) Ellen Pirie, Santa Cruz County Supervisor (ret) Emily Reilly, Santa Cruz City Council (ret) Mike Rotkin,Santa Cruz Mayor & Counclimember (ret) Simon Salinas, Monterey County Board of Supervisors; Joe Simitian, Santa Clara County Supervisor; Bill Simpkins, Community Volunteer, Boat Owner Robert Stephens California Audubon & Elkhorn Native Plant Nursery Mark Tracy,Santa Cruz County Sheriff-Coroner (ret) Sam Farr, US House of Representatives, District 17

20 20 Significant donors As of 1/2013, our donors of $5,000 + include: Jack O’Neill, Harry Hind, O’Neill, Inc.; Team O’Neill, The David & Lucile Packard Foundation, California Coastal Conservancy, City of San Jose, City of Santa Cruz, City of Scotts Valley, City of Watsonville, County of Santa Cruz, Harden Foundation, Leslie & Troy Daniels, Monterey Peninsula Foundation, Pacific Gas & Electric Company, Toyota USA Foundation, US Department of Education, Wildlife Conservation Board, The Adam Webster Memorial Fund, American Honda Foundation, Applied Materials, Inc., California Coastal Commission, California Integrated Waste Management Board, Christensen Fund, Cisco Systems Foundation, City of Capitola, Comerica Bank, Community Foundation for Monterey County, Community Foundation of Santa Cruz County, County of Santa Clara, Duke Energy, East Bay Community Foundation, Fitzpatrick Foundation, Frieda C. Fox Family Foundation, Intero Foundation, Jim & Debbie Thoits, Joint Services International BV, Stephen J. Luczo, Ludwick Family Foundation, Michael Lee Environmental Foundation, Morgan Family Fund at the SVCF, National Fish & Wildlife Foundation, Newman’s Own Foundation, Ocean Honda, Robert and Nancy Bremner Fund, Roots for Success Foundation Fund at the CFSCC, Santa Clara Valley Water District, Sharks Foundation, Starbucks, State Parks Foundation, The Brickyard Fund at the East Bay Community Foundation, The Bright Horizon Fund at the CFSCC, The Cathleen Chandler Eckhardt & Terry Eckhardt Fund at the CFSCC, Stocker Family Fund at the CFSCC, Union Bank, Wells Fargo Foundation, Alan F. Shugart, Angelo & Lucile Canepa, Anonymous, Aspect Communications, AtreNet, Bank of America Foundation, Barbara Karleen & Hank Cureton, Bareilles Famly Trust, Beauregard Vineyard, Bill & Brigid Simpkins, Bridget O’Neill, California Department of Education, Charles & Ann Walton, Cheryl & Joe Pruss, Citigroup Foundation, Clarence Souza, Dan & Rebecca Haifley, Daniel Joseph Motta Memorial Fund, David & Lynn Jochim, Denny & R.N. Smith, Construction, Dilworth Family Foundation, Donald J. McCubbin, Dynegy Power, LLC, Ecology Action of Santa Cruz, Edelgard Heine, E-TRADE Financial Corporation, Familia Center, Gateway School, Granite Construction, Greater Bay Bancorp Foundation – Coast Commercial Bank, Greeenwaste Recovery, Gus Gregory & Joyce Wrenn, Jack & Allison McLaughlin, Jorge Chino, Laura, Jesse, Josh, & Kate Ambrose, LS Power Generation LLC, Marc Andreini, McCabe & Totah, McKay Fund & Scott Fund of the CFMC, Mike & Ann McCabe, Nancy Buck Ransom Foundation, National Marine Sanctuary Foundation, Neal & Susan Motta; Omega Nu – Sigma Alpha Chapter, Pacificare Foundation, Rancho Del Mar Shopping Center Fund at the CFSCC, Randall & Cynthia Pond, Redtree Properties, Rex Foundation, Julie Packard, Rother-Hanser Foundation, Safeway, Inc., Santa Cruz Medical Foundation, Santa Cruz Seaside Company, Sidney Stern Memorial Trust, Silicon Valley Community Foundation Troutbeck Fund, Sobrato Family Foundation, Solectron, Soquel Creek Water District, Steve & Anita Westly Foundation, Steve & Lisa John, Steve & Nancy Bareillis, Target, Thales Navigation, The Brian & Patricia Herman Fund at the CFSCC, The Catherine L. & Robert O. McMahan Foundation, The George P. Kendall Memorial Fund, The Lenore & Howard Klein Foundation, The Nicholson Family Foundation,The Repass-Rodgers Fund for the Environment at the CFSCC, The Robert S. & Grayce B. Kerr Foundation, The Robert Stephens & Julie Packard Fund of the CFSCC, The Starbuck’s Foundation, Tim & Lisa O’Neill, Tim & Mary Haifley, Trilobite Fund At Tides Foundation, Trimble Navigation Limited, United Way Santa Cruz County, United Way Silicon Valley, Upjohn California Fund, WMS Media Inc., Wachovia Wells Fargo Foundation, West Marine Products, Western Allied Mechanical, Inc., William Alvarez & Celeste Basuino-Alvarez, James Beckett, M.D. & Kimberlin Beckett For a complete list of donors over $1,000 accumulated giving:

21 21 For More Information : Dan Haifley, Executive Director: (831)


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