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Webinar:State of NAWBO®

Kelly Scanlon, Board Chair Helen Han, President/CEO

Laura Yamanaka, Board Treasurer

November 2, 2010

AGENDA

Tuesday, November 2, 20103-4pm EST; 2-3pm CST; 12-1pm PST

Welcome Remarks – Kelly Scanlon Background & Accomplishments – Kelly Scanlon Strategic Plan Overview – Helen Han Capacity Building Educational Initiative – Helen Han Public Policy Initiative – Kelly Scanlon Operations Report – Helen Han Treasurer’s Report – Laura Yamanaka Announcements – Kelly Scanlon Q&A – Kelly Scanlon

Q&A SESSION

Please use this question area to communicate with us throughout the webinar. Have a question…type it!!

Overview & Background

Kelly Scanlon, Board Chair

RECENT ACCOMPLISHMENTS

Successfully transitioned from the association management model to a self-managed model led by a President & CEO

Streamlined operations and customer/member services capacity Invested in and built a newly improved communications platform Recovered from a significant financial loss position during an economic

downturn Developed a long-term strategic plan that serves as a roadmap for the

organization’s future success Overhauled governance policies to align with new organizational structure

and long-term objectives Successfully launched three regional leadership summits; and activated

the online chapter resource center Secured funding for the launch of capacity building educational initiative Celebrated 35th Anniversary in DC with high-profile public speakers Re-engaged in Public Policy

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.

NAWBO®Strategic Plan

Helen Han, President/CEO

Helps organizations continue to grow successfully.

Helps organizations avoid the pitfalls that lead to under performance and even failure.

Helps focus development of competitive advantage.

THE PYRAMID OF ORGANIZATIONAL DEVELOPMENT™

Pyramid of Organizational Development

Personnel:• Hiring• Compensation

Corporate Culture

Values Beliefs Norms

Management Systems

Planning OrganizationManagementDevelopment

Perf.Mgmt.

Operational Systems

Resources Management

Products & Services

Markets

Accounting:

• Billing• Payroll

Production:

•Shipping

Marketing:

• Selling

Financial Resources

Technological and Physical Resources

Human Resources

Develop Products (Services)

Define Market Segments and Niche

Business Foundation Business Concept Strategic Mission Core Strategy

© Management Systems Consulting Corporation, 2009. All rights reserved.

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The Strategic Planning Hierarchy

Business Definition/Concept

Strategic Mission

Core Strategy

Key Result Areas

Goals

Objectives

© Management Systems Consulting Corporation, 2009. All rights reserved.

NAWBO® Business Definition

NAWBO® is in the business of growing and promoting women’s entrepreneurship by:

Representing the interests of women business owners and influencing public policy nationwide

Building an organizational platform to deliver capacity-building, advocacy and brand management capabilities to support sustainable growth and development in the women business owner’s market

Expanding and maintaining strategic relationships with public and private sector partners to benefit both the women business owner’s market and stakeholders

Leveraging the NAWBO® brand, knowledge, and expertise to advance women’s entrepreneurship globally

NAWBO Strategic Mission

By December 31, 2013, NAWBO ® will: Be a globally recognized brand for women entrepreneurs as measured by

strategic alliances, partnerships and customer/market engagement

Reach $3 million in annual revenues

Be the “Go To” Organization for topics/issues related to WBO’s

Expand the organization’s overall reach and influence within the business community.

Build the infrastructure needed to support programs and new business development on a national level.

NAWBO® Core Strategy

Become the preeminent thought leader on issues that pertain to women-owned businesses

Provide growth-minded women business owners with the tools they need to take them to the next level

Use NAWBO®’s dominance in the women entrepreneurship market to add value to key audiences and stakeholders

Develop and grow resources from sponsor and foundation by using our competitive edge of being the only business organization with the infrastructure to offer programs and initiatives nationally, regionally, and locally.

2011 PRIORITY OBJECTIVESby Key Results Areas

MARKET: Develop key partnerships to expand our reach and impact in our target markets of women of color, younger generation and international

PROGRAMS/SERVICES: o Launch up to two (2) pilot capacity-building educational programs

(Institute)o Leverage our clout/voice in public policy and influence decision

makers through member engagement and PAC fundraising

RESOURCE MANAGEMENT: Invest in staffing infrastructure to support long-term organizational growth

2011 PRIORITY OBJECTIVESby 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: o Institute a new and expanded business model to support sustainable growth =

NAWBO® (C6) + Institute for Entrepreneurial Development (C3) + Political Action Committee (PAC)

o Implement a strong succession plan for organizational/board leadership

FINANCIAL RESULTS: o Leverage new business model to maximize revenue opportunities for the

organizationo Increase and maximize corporate partner revenues

NAWBO® Institute

Accelerated Growth SeriesCapacity Building Initiative

Helen Han, President/CEO

THE NEED

According to the 1997-2007 U. S. Census Bureau data, women-owned businesses lost their revenue-based market share by over 10% - representing just under 4% of total revenue share.

Past research point to the link between education – venture creation – and entrepreneurial performance. Currently, the majority of programs available to entrepreneurs are on how to start businesses.

According to the Center for Women’s Research, the most glaring “need” for women-owned businesses stem from lack of knowledge on how to grow a business from Point A to Point B, becoming an employer firm, and moving from being the technical firm to the business leader.

PROGRAM OBJECTIVES

To provide an educational program especially designed for women entrepreneurs to take their business from one stage to the next

To help women owned businesses understand their organizational capacity and help develop and implement a strategic plan to promote accelerated growth and build their business capacity

Provide a unique member benefit that creates a competitive advantage for NAWBO®

Provide uniform curriculum for programs to be executed at the local level – with revenue sharing opportunities

Provide opportunities for substantive engagement for sponsors and stakeholders

Ultimately - to design a train-the-trainers program model to be replicated throughout the country…

PROGRAM LAUNCH

NAWBO Institute for Entrepreneurial Development (501c3) PresentsACCELERATED GROWTH SERIES

Custom Designed for Women-Owned Businesses

Series 1: Assessing Your Organization’s Capacity *(April 2011, San Francisco, CA)

Series 2: Developing a Strategic Plan for Growth* (June/July 2011, San Francisco, CA)

Series 3: Executing Winning Growth Strategies (2012 Launch Planned – sponsor TBD)

*Confirmed sponsor: Wells Fargo

2011 Public Policy Initiative

Kelly Scanlon, Board Chair

RECENT ACCOMPLISHMENTS

Appointment of PAC Chair Identification of public policy positions and priority issue areas Launch and population of Legislative Action Center Board of Directors meets with Administrative officials and legislators Submission of Comments on SBA Women’s Contracting Rule and working

on legislation on topic of federal contracting Solidification of relationship with Small Business Committee Chairs in Both

Houses Sustained visibility and working relationship with the Administration and

legislatures

PUBLIC POLICY ENGAGEMENT

Promote interactive public policy engagement by:

Maximizing Legislative Action Center on NAWBO Web site Create and e-blast LAC Tutorials to chapter leaders

Conduct quarterly policy briefing teleconference for general membership

Include substantive policy discussion in regional meeting agendas Take periodic (4-6 weeks) “snap shot” surveys to educate and solicit

membership opinions Expand member participation in DC Lobbying activities Incorporate PAC donations into the overall public policy

communications

PAC FUNDRAISING

Solicit PAC donations and provide opportunities for donor engagement:

$35, $350 and $3,500 suggested donor levels Provide monthly legislative briefings to Levels 1 & 2 donors Include PAC donation opportunity on all PP communications, including LAC

alerts “snap shot surveys, PP related blogs and on-line newsletter Provide scheduling and other assistance to Tier 1 PAC members meeting

with targeted Administration officials Extend Opportunity to serve on PAC Advisory Board to all Level 3 donors

Operation’s Report

Helen Han, President/CEO

NAWBO® REGIONAL BREAKDOWN (as of September 30, 2010)

Northeast & Atlantic Region = 15 chapters/18.4% of membershipMaine, 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 membershipWisconsin, Michigan, Illinois, Indiana, Ohio, N. Dakota, S. Dakota, Nebraska, Kansas, Minnesota, Iowa, Missouri

Southern Region = 18 chapters/22% of membershipNorth Carolina, South Carolina, Georgia, Florida, Kentucky, Tennessee, Mississippi, Alabama, Oklahoma, Texas, Arkansas, Louisiana

Western Region = 17 chapters/33% of membershipIdaho, Montana, Wyoming, Nevada, Utah, Colorado, Arizona, New Mexico, Alaska, Washington, Oregon, California, Hawaii

NAWBO® COMMUNICATIONS PLATFORM

Website: www.nawbo.org (50K total page views per month) NAWBO® Publications

o NAWBO® Focus (sent bi-monthly to 45K+ members/users) o NAWBO® SmartBrief (sent tri-weekly to 15K subscribers)

Media/Public Relations Opinion Polls & Surveys & Blog NAWBO Branded Targeted e-Blasts & Announcements Social Media:

o Facebook (1700 subscribers)o Facebook Fans (1085 subscribers)o Linked-In (2900 subscribers)o Twitter (1938 subscribers)

Online Chapter Resources Center Legislative Action Center

NAWBO® OPERATIONS TEAMPresident & CEO: Helen Hanadmin@nawbo.org

Executive Assistant: Jen Earleadmin@nawbo.org

Chapter Services: Joyce Leechapterservices@nawbo.org

TechSupport & Member Services: Suzanne Harmonytechsupport@nawbo.org or memberservices@nawbo.org

NAWBO Communications/Publications: DDCCpublications@nawbo.org and media@nawbo.org

TOLL FREE PHONE: 800-55-NAWBOFAX: 202-403-3788

Treasurer's Report

Laura Yamanaka, Board Treasurer

Announcements & Q&A

Kelly Scanlon, Board Chair

ANNOUNCEMENTS

Fall Membership Drive – new members receive $25 off national dues from October 1st thru November 30th

National dues increase effective January 1, 2011

Upcoming events*o Western Regional Leadership Summit: February 7, 2011, Tucson, AZo Accelerated Growth Series #1: April 2011 (TBD), San Francisco, CAo Midwest Regional Leadership Summit: May 18, 2011, Kansas City, MOo FuturalliaKC2011: May 18-20, 2011, Kansas City, MOo Accelerated Growth Series #2: June 2011 (TBD), San Francisco, CAo WBC2011: September 1-2, 2011, Grand Manchester Hyatt, San Diego, CAo Southern/Northeastern Leadership Summit: November 2011, Washington, DC (TBD)

* Dates and locations are subject to change

Q&A SESSION

Please use this question area to communicate with us throughout the webinar. Have a question…type it!!

Remember to VOTE if you have not already!!

Thank You!

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