1. PROC Foundation, Inc. May 12, 2012 Myra Goodman Smith Leadership Metro Richmond

2. Areas to Explore What Gives PROC Heart? Through their eyes... what do they see? Tools to build the road of growth.

3. What Gives PROC Heart? Reason for Existence Highest Purpose The Good You Bring to the World

4. What’s Your Story What do you do? What difference does it make? What are the outcomes?

5. Tell your story Clearly articulate purpose – everyone! Connect Needs to Outcomes Bring your story to life

6. Through their eyes…what should they see? Who are your customers/constituents? Who must exist for you to exist? What matters most to them?

7. Tools to build the road of growth Who are your donors & your potential donors? Special Events, Individual Gifts, Business Support Legacy Gifts, Foundations, Earned Income

8. Tools to build the road of growth Manage relationships - Manage the Ask Understand what donors want/motives Engage donors – Keep them informed

9. Tools to build the road of growth Don’t sell your soul for a bag of gold! Values, Accountability, Appreciation Fundraising should align, not conflict

10. Tools to build the road of growth Core Values - Should and Should Nots Purpose - Everyone on the same page Actions – BHAG 10 to 15 years lofty goals

11. Tools to build the road of growth Targets – Where you want to be in 3-5 years Key Trust – 5 or 6 things needed to reach target Goals – Key initiatives to achieve in one year

12. Tools to build the road of growth Critical # - Income & Balance Sheet Action & Rock – How stuff breaks down to quarters & priorities that stay out front Schedule – responsibilities & timeline

13. Closing Thoughts Take the time to plan – it is not painful Be innovative, be creative... Remember why you do what you do!

14. Source: Mastering the Rockefeller Habits What you must do to increase the value of your growing firm.