PRESENTED BY :

Shawn C. Petty

SUSTAINABILITYSUSTAINABILITY

A Texas ACE A Texas ACE Training SeriesTraining Series

3/21/14

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TEXAS ACE| SUSTAINABILITY TRAINING SERIES| DATE: 3/21/14

“To introduce Texas ACE Grantees to a set of tools and materials that will help in the development of effective sustainability plans”

We want to….

Why Is Sustainability Planning Important?

If you fail to plan, you plan to fail!

Short-Term Funding

Changing Environme

nt

Can’t Afford Not

ToMany funding sources supporting out-of-school-time initiatives are short-term in nature.

We operate in a rapidly changing environment (political, economic, and demographic changes).

We simply cannot afford to lose quality comprehensive programs.

TEXAS ACE| SUSTAINABILITY TRAINING SERIES| DATE: 3/21/14

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Provide Clarity

A strong sustainability plan can clarify where you are and where you want to go.

Provide DirectionA sustainability plan helps you develop long-term strategies and provides benchmarks to measure progress.

Demonstrates ValueA well-developed sustainability plan that is actively referenced can demonstrate the value of the program to stakeholders.

TEXAS ACE| SUSTAINABILITY TRAINING SERIES| DATE: 3/21/14

TEXAS ACE| SUSTAINABILITY TRAINING SERIES| DATE: 3/21/14

Vision

Results Orientation

Strategic Financing Orientation

Adaptability to Changing ConditionsBroad Base of Community Support

Key Champions

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TEXAS ACE| SUSTAINABILITY TRAINING SERIES| DATE: 3/21/14

Strong Internal Systems7

Sustainability Plan8

VISION•Do you know what you want to sustain? •How does your initiative fit within the community? •What do you mean by sustainability?

TEXAS ACE| SUSTAINABILITY TRAINING SERIES| DATE: 3/21/14

RESULTS ORIENTATION•Adopt a results framework.•Be clear about the results you want to achieve.•Use indicators and performance measures to track progress.

STRATEGIC FINANCING•What are your expected fiscal needs? •Maximize existing resources & available sources of revenue. •Explore new revenue sources.

ADAPT TO CHANGE•Monitor funding opportunities. •Consider new ways to highlight your work and program. •Identify opportunities to improve policy climate.

COMMUNITY SUPPORT•Develop a plan to create a desired identity. •Nurture a community presence. •Encourage involvement of all stakeholders.

TEXAS ACE| SUSTAINABILITY TRAINING SERIES| DATE: 3/21/14

KEY CHAMPIONS•Identify key decision makers.•Develop an outreach plan.•Cultivate a wide range of champions.

INTERNAL SYSTEMS•Involve all the people you need to carry out your vision. •Ensure that you have strong fiscal management, accounting, information, & personnel systems.

SUSTAINABLE PLAN•Develop a comprehensive plan that takes account of short- and long-term needs.•Identify resources to overcome challenges.

Vision

Results Orientation

Strategic Financing Orientation

Adaptability to Changing ConditionsBroad Base of Community Support

Key Champions

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TEXAS ACE| SUSTAINABILITY TRAINING SERIES| DATE: 3/21/14

Strong Internal Systems7

Sustainability Plan8

© 2014 The Finance Project - Used under license - www.financeproject.org

TEXAS ACE| SUSTAINABILITY TRAINING SERIES| DATE: 3/21/14

Introductory Webinar

Overview

Why is Sustainability Planning important? How does one use their Sustainability

Plan? What are the 8 Elements of

Sustainability?Plan to Plan

Assess “readiness” Define “initiative” Clarify planning parameters Decide whose input you need Decide how that input should be

structured and managed. Develop a workplan.

Overview Plan to Plan

TEXAS ACE| SUSTAINABILITY TRAINING SERIES| DATE: 3/21/14

© 2014 The Finance Project - Used under license - www.financeproject.org

© 2014 The Finance Project - Used under license - www.financeproject.org

TEXAS ACE| SUSTAINABILITY TRAINING SERIES| DATE: 3/21/14

We are offering seven face-to-face ½ day trainings this Spring. You may register to attend one of the trainings by clicking HERE. You may bring up to 5 people to the training.

Face-2-Face Training

Module I & II

Self-Assessment Tool

Access the online version of the Self-Assessment HERE

I. Building a Sustainable InitiativeII. Developing a Vision & Results

Orientation

Diagnostic tool to help you:•Assess progress•Identify strengths & weaknesses•Determine where to target scarce resources

TEXAS ACE| SUSTAINABILITY TRAINING SERIES| DATE: 3/21/14

© 2014 The Finance Project - Used under license - www.financeproject.org

Face-to-Face Full Day Training – 1 Location

Face-to-Face Full Day Training – 2 LocationsModule III – Creating a Strategic Finance Plan

TEXAS ACE| SUSTAINABILITY TRAINING SERIES| DATE: 3/21/14

Identify fiscal resources needed to achieve vision

Develop strategies to access those sources Tools Provided = Fiscal Worksheets

© 2014 The Finance Project - Used under license - www.financeproject.org

Modules IV & V – Capacity & Workplan Build organizational capacity & community

support Write your plan Tools Provided = Design & Workplan

Worksheets

Register for Training

Attend Training Prepared to Work

Sustainability Training Series

Right Now:

TEXAS ACE| SUSTAINABILITY TRAINING SERIES| DATE: 3/21/14

Give FeedbackNext:

Take Assessment

Complete Assignments & Attend Next TrainingFall 2014 Rollout of Additional TrainingFuture:

THANK YOUTHANK YOUFOR YOUR TIME

TEXAS ACE| SUSTAINABILITY TRAINING SERIES| DATE: 3/21/14

ENDAction Items:1.Register for training by clicking HERE2.Complete the Self-Assessment HERE