Groundwork to Create a Professional Organization

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Step One Basic Legal Tasks Determine organization as defined by the IRS Suggest 501(c) 6 Not a publically-supported charitable organization Trade association designed to improve an industry Must consist of members sharing a common business interest (individuals or companies). Must have a meaningful extent of member support. In which state will the company be legally organized? Process varies based on the state Request federal employer ID number Need organization name Need snail mail address and phone number

Step Two: Mission & Vision

Step Two: Mission & Vision Definitions A mission statement describes what we want to do now. A vision statement outlines what we want to be in the future.

Step Two: Mission & Vision Compare: Mission: HOW we will get to where we want to be? Define purpose and primary objectives related to member needs and values What do we do and what makes us different? Vision: WHERE do we want to be? Communicate both purpose and values What are we aiming for?

Step Two: Mission & Vision Which comes first? Suggest a start-up organization such as this one should formulate the vision first It will guide the mission statement and strategic plan more accurately.

Step Two: Mission & Vision Vision Statement A statement which creates each person’s internalized perception of the organization Clear, motivating message about the organization’s future Reflect a world or industry enhanced by the organization's mission when accomplished Should be clear, simple and avoid elaborate language Leaders and contributors should easily explain the organization’s vision Outline a promising future (hope) Not only defines the future of the organization but that of the future of industry sector and social environment which shall be influenced by it

Step Two: Mission & Vision Sample Vision Statements AMAZON Our vision is to be earth's most customer centric company; to build a place where people can come to find and discover anything they might want to buy online. DEUTSCHE BANK We aspire to be the leading client-centric global universal bank UNICEF The driving force that helps build a world where the rights of every child are realized.

Step Two: Mission & Vision Vision Worksheet QUESTIONS POSSIBLE ANSWERS Where do we want to be in the future? What needs to be changed? Why should issues be addressed? What are our strengths and advantages? What is our dream end-state? What would success look like?

Step Two: Mission & Vision Mission Statement Accurately describe overall aims and activities Include primary stakeholders (For whom do we do it?) Overall responsibilities to be fulfilled regarding member expectations (What is the benefit?) Deals with the present and leads to the future Can change over time but should always be connected to core values, member needs and vision Should be easily explained by all Mission statement will be used in IRS filings so it must be objective, clear and free of hard-to-understand terms

Step Two: Mission & Vision Sample Mission Statements GAP We create emotional connections with customers around the world through inspiring product design, unique store experiences, and compelling marketing. STARBUCKS Our mission: to inspire and nurture the human spirit – one person, one cup and one neighborhood at a time. MICROSOFT Our mission is to enable people and businesses throughout the world to realize their full potential.

Step Two: Mission & Vision Mission Worksheet QUESTIONS POSSIBLE ANSWERS Why do we exist and what makes us different? What do we do now? For whom do we do it? What is the benefit? Which goals do we have? How will we get where we want to be?

Step Three Organization Planning Attempt to be proactive rather than reactive Incorporate evaluation and periodic analyses of needs Planning should position the nonprofit to achieve mission and vision

Step Three Strategies Strategies should be evaluated every three to five years to ensure organization is on track and current in ability for strategies to reach goals Reflect the results of an assessment that includes “SWOT” Include measurable tactics to achieve mission

Step Four Operational plan (The details) Financial Leadership Board Roles Responsibilities Terms Desired experience or expertise Committees/Liaisons Legal Accounting Succession planning Fundraising Administration / Staff? Volunteers?

Step Four continued Operational plan continued Marketing Membership Branding Partnerships Research Communication Social media Membership Solicitation Retention Policies

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