2. About NAWBO

3. ABOUT NAWBO
Founded in 1975 in Washington D.C. to advocate on behalf of women-owned businesses.
Only dues-based national organization representing the interests of all women entrepreneurs across all industries
7,000 members and 70+ chapters across the United States
Chapter members become automatic members of the national organization
Member of the Femmes Chefs d’Enterprises Mondiales (World Association of Women Entrepreneurs)

4. MISSION STATEMENT
National Association of Women Business Owners (NAWBO) propels women entrepreneurs into economic, social, and political spheres of power worldwide by:
STRENGTHENING the wealth-creating capacity of our members and promote economic development
CREATING innovative and effective changes in the business culture
BUILDING strategic alliances, coalitions, and affiliations
TRANSFORMING public policy and influence opinion

5. 2020 VISION FOR NAWBO
Must take ownership of our collective future, and shared responsibility for the growth and development of women entrepreneurs.
The next frontier is to focus on providing tools and training to help take women-owned businesses to the next level of “growth.”
Our mission is even more relevant, as we not only want to spur the economic growth of WBOs but their increased influence in political and social spheres of power.
The future of the women’s enterprise community is interconnected – and we will make faster progress if we work TOGETHER and leverage our collective power. 5

6. MEMBER PROFILE
NAWBO members own businesses for an average of 9.7 years
24.1% of NAWBO members have businesses that generate more than $1 million in revenue annually (much stronger than national average)
66% of NAWBO members report having at least one full-time employee.
Professional, scientific and technical service industries capture the highest percentage of NAWBO members at 21.7%
Top 3 business challenges for NAWBO members are cash flow (28.9%), business expansion (40.1%), and marketing (45.8%).
NAWBO members are more educated than the average business owner – with close to 50% with higher than a college degree.
45.8% are looking for increased business contacts and resources through NAWBO.

7. NAWBO REGIONAL BREAKDOWN (as of January 31, 2011)
Northeast & Atlantic Region = 15 chapters/18% of membership Maine, New Hampshire, Vermont, Massachusetts, Rhode Island, Connecticut, New York, Pennsylvania, New Jersey, Delaware, Maryland, District of Columbia, Virginia, W. Virginia
Midwest Region = 14 chapter/27% of membership Wisconsin, Michigan, Illinois, Indiana, Ohio, N. Dakota, S. Dakota, Nebraska, Kansas, Minnesota, Iowa, Missouri
Southern Region = 20 chapters/21% of membership North Carolina, South Carolina, Georgia, Florida, Kentucky, Tennessee, Mississippi, Alabama, Oklahoma, Texas, Arkansas, Louisiana
Western Region = 17 chapters/31% of membership Idaho, Montana, Wyoming, Nevada, Utah, Colorado, Arizona, New Mexico, Alaska, Washington, Oregon, California, Hawaii

8. Review of the Process and Plan Components
NAWBO
Strategic Plan
Review of the Process and Plan Components

9. CRITICAL TASKS OF ORGANIZATIONAL SUCCESS
Identification and definition of a viable market to serve
Development of appropriate products and/or services
Acquisition and/or development of resources required to operate and grow the organization
Development of the operational systems necessary for the organization to function on a day-to-day basis
Development of the management systems required for the overall functioning of the organization on a long-term basis
Development and effective management of the organizational culture

10. Pyramid of Organizational Development
Personnel:
Hiring
Compensation
Corporate Culture
Values Beliefs Norms
Management Systems
Planning
Organization
Management
Development
Perf.
Mgmt.
Operational Systems
Resources Management
Products & Services
Markets
Accounting:
Billing
Payroll
Production:
Shipping
Marketing:
Selling
Financial
Resources
Technological and
Physical Resources
Human
Develop Products (Services)
Define Market Segments and Niche
Business Foundation
 Business Concept  Strategic Mission  Core Strategy
© Management Systems Consulting Corporation, All rights reserved.

11. IMPLICATIONS OF THE PYRAMID
There are Six Key Building Blocks of Successful Organizations.
The Six Key Building Blocks must “fit together.”
Organizations compete at ALL levels of the Pyramid.
Name of the game: Develop Sustainable Competitive Advantages at all levels.
Long-term Sustainable Advantage is at the top three levels.
Long-term Sustainable Success requires complete and integrated development of the whole pyramid.

12. RESEARCH RESULTS
Approximately 75 % of Gross Margin is explained by the Pyramid.
Approximately 55% of EBIT is explained by the Pyramid.
Approximately 20% of ROI is explained by the Pyramid.
ALL RESEARCH STUDIES TO DATE HAVE SUPPORTED THE RELATIONSHIP BETWEEN DEGREE OF PYRAMID DEVELOPMENT AND FINANCIAL PERFORMANCE.

13. Management Systems’ Strategic Planning Process™1
ENVIRONMENTAL SCAN
Market Analysis
Competitive
Analysis
Trend Analysis 2
ORGANIZATIONAL ASSESSMENT
Culture
Management Systems
Operational Systems
Resources
Markets and Products 3
STRATEGIC ISSUE RESOLUTION
Business Foundation Issues
Strategic Organizational Development Issues
5 BUDGETING 4
STRATEGIC BUSINESS PLAN
Situation Analysis
Business Definition
Strategic Mission
Strategy
Key Result Areas
Goals and Objectives
Action Plans 6
QUARTERLY MANAGEMENT REVIEW
Reports
Meetings
To help answer these questions, MSCC has developed the following approach to strategic planning.
This process consists of 6 key steps that should be done in sequence. Our process is designed to help you develop a living, on-going process so that planning becomes a way of life for your organization.
First, we start with an environmental scan which examines your external environment.
Next, we look internally at your organization by conducting an organizational assessment.
These two pieces are used to develop the business foundation
The 4th step is to create the actual plan along with budgeting.
Finally, you review and implement the plan.
© Management Systems Consulting Corporation, All rights reserved.

14. The Strategic Planning Hierarchy
Business Definition/Concept
Strategic Mission
Core Strategy
Key Result Areas
Goals
Objectives
© Management Systems Consulting Corporation, All rights reserved.

15. 2011 Objectives & Initiatives

16. 2011 PRIORITY OBJECTIVES by Key Results Areas
ORGANIZATION: Institute a new and expanded business model to support sustainable growth = NAWBO (C6) + Institute for Entrepreneurial Development (C3) + Political Action Committee (PAC)
MARKET:
Develop key partnerships to expand our reach and impact in our target markets of women of color, younger generation and international
Analyze and develop chapter formation strategy in key geographic markets

17. 2011 PRIORITY OBJECTIVES by Key Results Areas
PROGRAMS/SERVICES:
Pilot launch up to two (2) pilot capacity-building educational program for the women’s business community/members
Develop and launch a chapter leadership development program
Increase and leverage member engagement at the National level
RESOURCE MANAGEMENT:
invest in internal staffing infrastructure that will support long-term organizational growth and effective delivery of programs/services

18. 2011 PRIORITY OBJECTIVES by Key Results Areas
OPERATIONAL SYSTEM: Develop and institute a multi-year chapter support/leadership development system to fuel chapter growth and transition to a professionally managed organization
MANAGEMENT SYSTEMS:
Update and continue to execute against long-term strategic plan and performance matrix
Implement a strong succession plan for organizational/board leadership
FINANCIAL RESULTS:
Leverage new business model to maximize revenue opportunities for the organization
Increase and maximize corporate partner revenues

19. Accelerated Growth Series

20. Accelerated Growth Series
Program Objectives:
Develop a nationally driven educational platform via the NAWBO® Institute and offer a unique value proposition for members and the women’s business community. Ultimately - to design and institute a train-the-trainer educational model to scale the program.
Help take women-owned businesses from one stage of growth to the next and increase their organizational capacity
Provide opportunities for substantive and multi-year engagement for sponsors that delivers high ROI
Promote revenue and member recruitment opportunities at the chapter level
Attract an expanded member base who can be identified by their business capacity – thereby engaged in other organizational initiatives – advocacy, fundraising, leadership development, etc.
To leverage the research and results derived from the program to effectively position NAWBO® as the thought leader on the topic of women’s entrepreneurship

21. Accelerated Growth Series
Program Deliverables:
Participation in the full program will enable growth-minded women entrepreneurs to:
Gain a comprehensive assessment of your business and implications for long-term success;
Develop a long-term strategic plan that serves as the roadmap for accelerated growth;
Implement growth strategies and monitor organizational performance; gain exclusive access to industry experts and business networks; and
Become a part of a community of peers who are all dedicated to each other’s success.

22. Accelerated Growth Series
Upcoming Workshops Sponsored by Wells Fargo:
Workshop 1: Assessing Your Organizational Capacity April 25-26, 2011
Wells Fargo Penthouse
San Francisco, CA
Application Deadline: March 25, 2011
Workshop 2: Developing a Strategic Plan for Growth June 16-17, 2011
Application Deadline: May 20, 2011

23. Accelerated Growth Series
Application Criteria:
50% or more woman-owned business
Revenue of $500,000 or more
Been in business for more than 3 years
Submit application form accompanied by $25 non-refundable processing fee by the deadline

24. Accelerated Growth Series
Program Fee* (per participant per workshop)
$325:  NAWBO® Member Rate
$425:  Non-Member Rate**
$250:  Senior Executive from accepted company
$15%:  Discount off of total program fee for multiple workshop sign-ups
NOTE: $100 of each registration fee will be rebated back to the chapter that the participant belongs to as a revenue-share program.
*Program fee includes all lectures, interactive workshops, organizational assessment survey ($1500 value), program materials, meals, online community, and ongoing program support. Fees do NOT include travel, lodging or NAWBO® chapter membership. **Non-Member Rate includes complimentary NAWBO National At-Large Membership ($200 value).

25. Q&A

26. Chapter Leadership Development

27. Leadership Development Initiative
OBJECTIVE:
Develop a National training platform for chapters to build organizational capacity and drive performance by:
Establishing a mutually beneficial relationship between National and chapters
Instituting chapter performance models and expectations (by size)
Cultivating current and future leaders at the local level and developing a succession plan
Aligning the organizational culture between National and chapters to promote long-term growth

28. Chapter Leadership Development
Program Structure:
Assessment – both organizational and leadership
Planning
Execution
Evaluation and Performance Management
Awards & Recognition
Program Rollout :
Regional Leadership Summits
Women’s Business Conference
To Midwest Regional Summit – May 18

29. WBC2011

30. Some Strategies… Venue where most % of members
Condensed format and affordable
Expanded marketing timeline
Expanded mailing lists – need prospects list from chapters
Ambassador program for members
Chapter contests
High profile keynote speakers
Industry experts for breakout sessions
NAWBO-CA Opening Reception
Accelerated marketing timeline – early bird opens in February
Save-the-Date business cards to chapters and sponsors

31. Conference Logo

32. Website Landing Page
CLICK HERE for a larger view

33. Animated
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34. Announcements

35. Spring Membership Drive 2011
Starts March 1 thru April 30
New members receive $25 off National Dues
Marketing packages will be sent to chapters by next week
NAWBO National will start marketing campaign as of March 1
Chapters are encouraged to take advantage of campaign with local events and marketing
Send National prospects list if you want them included in the marketing campaign
Chapters are encouraged to send new members to the National Web site to streamline the JOIN process
Must receive all membership applications from chapters postmarked by April 30 to apply discount

36. ONLINE CHAPTER RESOURCE CENTER
Chapter Operations Manual
Visual Resource Library
Forms & Templates
Chapter Best Practice Library
Bylaws & Policies
NAWBO Store
NOTE: NAWBO Strategic Plan Template and all PPTs from Summit on CRC

37. NAWBO OPERATIONS TEAM
Helen Han: President & CEO Jen Earle: Executive Assistant Joyce Lee: Chapter/Member Services Suzanne Harmony: TechSupport NAWBO Communications/Publications: DDCC and TOLL FREE PHONE: NAWBO

38. Calendar of Events Regional Leadership Summits 2011
Midwest Region – May 18, 2011, Kansas City, MO
Southern & Northeastern Region – Oct/No2, 2011
Accelerated Growth Series: Workshop 1
April 25-26, 2011
San Francisco, CA
FuturalliaKS2011
May 18-20, 2011, Kansas City, MO
Accelerated Growth Series: Workshop 2
June 16-17, 2011
Women’s Business Conference 2011
August 30-September 1, 2011
Grand Manchester Hyatt, San Diego, CA
* Dates and locations are subject to change

39. Q&A and Discussion