1. Groundwork to Create a Professional Organization

2. How I Feel About Power Point

3. 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

4. Step Two: Mission & Vision

5. 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.

6. 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?

7. 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.

8. 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

9. 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.

10. 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?

11. 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

12. 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.

13. 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?

14. 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

15. 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

16. 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?

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

18. Why I Consult On Topics In Addition To Marketing
NO EDUCATIONAL STATE DEPARTMENTS