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Sharon Hathaway Sharon Hathaway Forrest Forrest Employment Opportunity Employment Opportunity Presentation Presentation General General Overview of Overview of Capabilities Capabilities Prepared for Prepared for General Organizations General Organizations In Consideration of In Consideration of Strategic Global Organizational Strategic Global Organizational Development Development November 2011 November 2011

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Sharon Hathaway Forrest. Employment Opportunity Presentation General Overview of Capabilities Prepared for General Organizations In Consideration of Strategic Global Organizational Development. November 2011. Campaign Management. - PowerPoint PPT Presentation

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Page 1: Sharon Hathaway Forrest

Sharon Hathaway Sharon Hathaway ForrestForrest

Employment Opportunity Presentation Employment Opportunity Presentation

General Overview of General Overview of CapabilitiesCapabilities

Prepared forPrepared for

General OrganizationsGeneral OrganizationsIn Consideration ofIn Consideration of

Strategic Global Organizational Strategic Global Organizational DevelopmentDevelopmentNovember 2011November 2011

Page 2: Sharon Hathaway Forrest

CAMPAIGN MANAGEMENTCAMPAIGN MANAGEMENT

Page 3: Sharon Hathaway Forrest

Administer & monitor development budgets in addition to Administer & monitor development budgets in addition to integration of organizational policies, procedures, and strategic integration of organizational policies, procedures, and strategic plans.plans. Georgetown University – Lauinger LibraryGeorgetown University – Lauinger Library

$1B+ Georgetown Third Century Campaign: “$1B+ Georgetown Third Century Campaign: “The Third Century Campaign has The Third Century Campaign has had a tremendous impact on the Annual Fund. Between 1995 and 2003, annual giving to Georgetown had a tremendous impact on the Annual Fund. Between 1995 and 2003, annual giving to Georgetown more than doubled, rising from $8.5 million to $20 million.”more than doubled, rising from $8.5 million to $20 million.”

$30M overall campaign goal for the Lauinger Library ($250,000 $30M overall campaign goal for the Lauinger Library ($250,000 annual fund) annual fund)

$100,000 budget for external relations activities $100,000 budget for external relations activities Freddie Mac FoundationFreddie Mac Foundation

$238M endowment$238M endowment $27.4M Foundation budget$27.4M Foundation budget $50M in grantmaking and community relations $50M in grantmaking and community relations (largest in metro DC area (largest in metro DC area

- 2004)- 2004)

Physicians For PeacePhysicians For Peace $5M+ endowment$5M+ endowment $6.4M income ($291K G&A – FY 2003)$6.4M income ($291K G&A – FY 2003) $125,000+ fundraising budget (FY 2003)$125,000+ fundraising budget (FY 2003)

What I have to offer:What I have to offer:Fiscal Management & Associated Campaign Fiscal Management & Associated Campaign InvolvementInvolvement

Page 4: Sharon Hathaway Forrest

Administer & monitor development and alumni budgets in addition Administer & monitor development and alumni budgets in addition to integration of organizational policies, procedures, and strategic to integration of organizational policies, procedures, and strategic plans.plans. Georgetown University – Women in International Georgetown University – Women in International

SecuritySecurity $400,000 annual campaign goal to offset loss of Ford Foundation $400,000 annual campaign goal to offset loss of Ford Foundation

funding funding $25,000 goal per board director$25,000 goal per board director New strategic fundraising to involve board of directors and their New strategic fundraising to involve board of directors and their

circles of influence, particularly corporate/foundation relationshipscircles of influence, particularly corporate/foundation relationships Virginia Career Education FoundationVirginia Career Education Foundation

Public/Private PartnershipsPublic/Private Partnerships Virginia Lottery SolicitationVirginia Lottery Solicitation Virginia Chambers of CommerceVirginia Chambers of Commerce Virginia Community CollegesVirginia Community Colleges Virginia Higher Education InstitutionsVirginia Higher Education Institutions

Launch of Commonwealth Scholars ($300,000 federal grant)Launch of Commonwealth Scholars ($300,000 federal grant) Sponsorships for Launch Event with VA GovernorSponsorships for Launch Event with VA Governor

What I have to offer:What I have to offer:Fiscal Management & Associated Campaign Fiscal Management & Associated Campaign InvolvementInvolvement

Page 5: Sharon Hathaway Forrest

FUNDRAISING – MAJOR FUNDRAISING – MAJOR GIFTSGIFTS

Page 6: Sharon Hathaway Forrest

What I have to offer:What I have to offer:Experienced Development – Major DonorsExperienced Development – Major Donors

Identification, Cultivation & SolicitationIdentification, Cultivation & Solicitation Annual & Capital Campaign ManagementAnnual & Capital Campaign Management

Influenced by Early Career in Television/Radio and Political Influenced by Early Career in Television/Radio and Political CampaignsCampaigns

Advanced Prospect Research and ManagementAdvanced Prospect Research and Management Sophisticated Strategic Communications/Mixed Media PlatformsSophisticated Strategic Communications/Mixed Media Platforms High-Profile Event/Media ManagementHigh-Profile Event/Media Management Complex Relationship /Circles of Influence Mapping & Moves Complex Relationship /Circles of Influence Mapping & Moves

ManagementManagement Superior Understanding of Foundation & Corporate RelationsSuperior Understanding of Foundation & Corporate Relations

StewardshipStewardship Enhanced Strategic Event and Networking Management Enhanced Strategic Event and Networking Management

Coaching Board & Volunteer Participation & Committee DevelopmentCoaching Board & Volunteer Participation & Committee Development Georgetown UniversityGeorgetown University

Participation on University-Wide Stewardship CommitteeParticipation on University-Wide Stewardship Committee Participation on University-Wide Alumni Activities CommitteeParticipation on University-Wide Alumni Activities Committee

Page 7: Sharon Hathaway Forrest

Previous Position: Previous Position: Director, International DevelopmentDirector, International Development

Major Achievements – Major DonorsMajor Achievements – Major Donors

The Year-End/Annual CampaignThe Year-End/Annual Campaign Designed & Executed Leadership Campaign that Leveraged Matching Gift Designed & Executed Leadership Campaign that Leveraged Matching Gift

($300K) by Two Board of Trustees Members($300K) by Two Board of Trustees Members– Generated over $680K (twice as much as the whole previous year’s unrestricted funds Generated over $680K (twice as much as the whole previous year’s unrestricted funds

in just three months); cumulative over six months – $800,000+in just three months); cumulative over six months – $800,000+– Single largest gift in the history of the organization to date by an individual ($300K)Single largest gift in the history of the organization to date by an individual ($300K)

Solicited and Created Mini-Campaigns to BOT Members’ Circle of InfluenceSolicited and Created Mini-Campaigns to BOT Members’ Circle of Influence Designed “Nested” Mail Campaigns that garnered 85K over a 3-month period Designed “Nested” Mail Campaigns that garnered 85K over a 3-month period

(over four times the highest total for a single PFP mail campaign)(over four times the highest total for a single PFP mail campaign) Major Donors to the Leadership Campaign:Major Donors to the Leadership Campaign:

– $300K; $100K; $50K; $25K (three); $10K; $7.5K; $5K (four); $2.5K (four)$300K; $100K; $50K; $25K (three); $10K; $7.5K; $5K (four); $2.5K (four) Corporate SolicitationsCorporate Solicitations

Initiated Relationships through Chairman’s Office of Major CorporationsInitiated Relationships through Chairman’s Office of Major Corporations– Example: Abbott Laboratories, Director of Global CitizenshipExample: Abbott Laboratories, Director of Global Citizenship– Example: Oscar de la RentaExample: Oscar de la Renta– Example: Sumner Redstone, ViacomExample: Sumner Redstone, Viacom

Created Solicitation Package for Corporate Sponsorship of BOT-led eventCreated Solicitation Package for Corporate Sponsorship of BOT-led event– Secured Presenting Sponsorship ($5K) from local banking leaderSecured Presenting Sponsorship ($5K) from local banking leader

Page 8: Sharon Hathaway Forrest

Previous Position: Previous Position: Assistant Director for Development ActivitiesAssistant Director for Development Activities

GU Lauinger LibraryGU Lauinger Library

Major Achievements – Major DonorsMajor Achievements – Major Donors

Stewardship of Major Donors ($50K - $2M)Stewardship of Major Donors ($50K - $2M) Casey & McIlvane Endowed Lecture Fund: Webcast DevelopmentCasey & McIlvane Endowed Lecture Fund: Webcast Development Gelardin New Media Center: Ribbon-Cutting CeremonyGelardin New Media Center: Ribbon-Cutting Ceremony D’Arcy Memorial Bust: Dedication/Reception for DonorsD’Arcy Memorial Bust: Dedication/Reception for Donors Robbin Collection: Dedication/ReceptionRobbin Collection: Dedication/Reception Library Associates’ London EventLibrary Associates’ London Event University’s Stewardship CommitteeUniversity’s Stewardship Committee

Development Events: Complex Communications PlatformsDevelopment Events: Complex Communications Platforms Inaugural Webcast with Internet PlatformInaugural Webcast with Internet Platform Business Card Sized CD with video of University Librarian Business Card Sized CD with video of University Librarian Major Donor and Executive (University Librarian) SatisfactionMajor Donor and Executive (University Librarian) Satisfaction Identified and Negotiated with VendorsIdentified and Negotiated with Vendors Presentation before Library Executive BoardPresentation before Library Executive Board Execution and Management of Webcast & Side Events Execution and Management of Webcast & Side Events

Development PublicationsDevelopment Publications New Board Meeting Book – used by University Librarian in her first New Board Meeting Book – used by University Librarian in her first

discussion with the University’s new Provostdiscussion with the University’s new Provost Innovative Invitations and Program BookletsInnovative Invitations and Program Booklets

Page 9: Sharon Hathaway Forrest

DEVELOPMENT SUPPORTDEVELOPMENT SUPPORT

Page 10: Sharon Hathaway Forrest

Essential FunctionsEssential Functions

Annual Fund/FundraisingAnnual Fund/Fundraising – – Serve as primary contact for the Library Associates, the Library’s Serve as primary contact for the Library Associates, the Library’s

annual fund base, which is a group of more than 1,000 donors to annual fund base, which is a group of more than 1,000 donors to the Library.the Library.

Responsible for day-to-day management of the programResponsible for day-to-day management of the program Develop familiarity and strong associations with donors to Develop familiarity and strong associations with donors to

emphasize the importance of supporting the Library. emphasize the importance of supporting the Library. Identify donors for major gift cultivation. Identify donors for major gift cultivation. Manage budget of $100,000 for external relations activities. Manage budget of $100,000 for external relations activities. Assist in achieving annual fund goal of approximately $250K, which Assist in achieving annual fund goal of approximately $250K, which

is part of the Library’s $30M overall campaign goal. is part of the Library’s $30M overall campaign goal. Serve as the annual fund liaison to the Office of Alumni and Serve as the annual fund liaison to the Office of Alumni and

University Relations for the Library. University Relations for the Library. Ensure that all donations sent directly to the Library are deposited Ensure that all donations sent directly to the Library are deposited

into appropriate accounts as requested by donor and send into appropriate accounts as requested by donor and send acknowledgements. acknowledgements.

Send reminder letters on a monthly basis to Library donors on the Send reminder letters on a monthly basis to Library donors on the 1212thth month anniversary of their gift. month anniversary of their gift.

Previous Position: Previous Position: Assistant Director for Development Assistant Director for Development

ActivitiesActivities

Page 11: Sharon Hathaway Forrest

Previous Position: Previous Position: Assistant Director for Development Assistant Director for Development

ActivitiesActivitiesEssential FunctionsEssential Functions

MarketingMarketing – – Coordinate efforts with the University Librarian and Coordinate efforts with the University Librarian and

DOD on marketing strategies, public relations DOD on marketing strategies, public relations decisions, advertising strategies and solicitation decisions, advertising strategies and solicitation mailings to increase visibility and membership base of mailings to increase visibility and membership base of the Library Associates.the Library Associates.

Create advertisements for local papers and write/edit Create advertisements for local papers and write/edit all Library Associates’ articles for the quarterly all Library Associates’ articles for the quarterly Associates newsletter and a variety of Georgetown Associates newsletter and a variety of Georgetown publications.publications.

Organize and coordinate mailings to graduating Organize and coordinate mailings to graduating seniors, parents of alumni and current students, Library seniors, parents of alumni and current students, Library Associates’ quarterly newsletter, and invitations to all Associates’ quarterly newsletter, and invitations to all Library Associates’ events.Library Associates’ events.

Increase awareness of Library within and outside of the Increase awareness of Library within and outside of the University.University.

Page 12: Sharon Hathaway Forrest

Previous Position: Previous Position: Assistant Director for Development Assistant Director for Development

ActivitiesActivitiesEssential FunctionsEssential Functions

Events ManagementEvents Management – – Plan, manage, coordinate, organize, and implement all aspects of bi-Plan, manage, coordinate, organize, and implement all aspects of bi-

monthly Library Associates events to promote the visibility of the monthly Library Associates events to promote the visibility of the Library in an effort to cultivate and steward Library donors and Library in an effort to cultivate and steward Library donors and prospects, as well as alumni, volunteers, and friends of the prospects, as well as alumni, volunteers, and friends of the University.University.

Coordinate: featured speakers, receptions, special dinners, exhibit Coordinate: featured speakers, receptions, special dinners, exhibit receptions, open houses, reunion weekends (library events only), and receptions, open houses, reunion weekends (library events only), and John Carroll Weekend (library events only), benefits, and auctions. John Carroll Weekend (library events only), benefits, and auctions.

Responsible for all logistics for events which take place around the Responsible for all logistics for events which take place around the world: invitation design and lay-out, printer, caterer, florist, hotel, world: invitation design and lay-out, printer, caterer, florist, hotel, restaurant, parking facilitator, audio service, photographer, Public restaurant, parking facilitator, audio service, photographer, Public Relations Office, desktop publisher, mailing services, and various Relations Office, desktop publisher, mailing services, and various other outside and inside vendors to ensure and organized and other outside and inside vendors to ensure and organized and successful event.successful event.

Conduct follow-up work related to event, e.g., appropriate Conduct follow-up work related to event, e.g., appropriate acknowledgements to all attendees, speakers and hosts. Ensure that acknowledgements to all attendees, speakers and hosts. Ensure that appropriate records are entered into Gambit.appropriate records are entered into Gambit.

Represent the Library at the OAUR Regional Events Staff Working Represent the Library at the OAUR Regional Events Staff Working Group.Group.

Page 13: Sharon Hathaway Forrest

Previous Position: Previous Position: Assistant Director for Development Assistant Director for Development

ActivitiesActivitiesEssential FunctionsEssential Functions

Library Advisory CouncilLibrary Advisory Council – – Staff, plan and organize activities for the Library Staff, plan and organize activities for the Library

Advisory Council, a 50-member volunteer board. Advisory Council, a 50-member volunteer board. Responsibilities include planning semi-annual council Responsibilities include planning semi-annual council

meetings to strategize about goals for the growth and meetings to strategize about goals for the growth and health of the Lauinger Library. health of the Lauinger Library.

Maintain constant and effective communication and Maintain constant and effective communication and stewardship of the members throughout the year to stewardship of the members throughout the year to ensure increased commitment to and involvement with ensure increased commitment to and involvement with the Library. the Library.

Coordinate efforts with the University Librarian and Coordinate efforts with the University Librarian and other necessary staff members to ensure the creation other necessary staff members to ensure the creation of agendas, meetings,and conference calls. of agendas, meetings,and conference calls.

Staff, plan, and organize the Council’s Library Staff, plan, and organize the Council’s Library Associates’ Sub-committee.Associates’ Sub-committee.

Page 14: Sharon Hathaway Forrest

Previous Position: Previous Position: Assistant Director for Development Assistant Director for Development

ActivitiesActivitiesEssential FunctionsEssential Functions

StewardshipStewardship – – Responsible for the coordination of stewardship efforts for Responsible for the coordination of stewardship efforts for

University Librarian and Director of Development, especially as University Librarian and Director of Development, especially as they relate to annual fund gifts. they relate to annual fund gifts.

Responsible for planning and executing special donor recognition Responsible for planning and executing special donor recognition initiatives. initiatives.

Implement plan that creates an environment in which every Implement plan that creates an environment in which every contribution and contributor is appreciated and acknowledged.contribution and contributor is appreciated and acknowledged.

Interact frequently with the University’s gift accounting staff in Interact frequently with the University’s gift accounting staff in order to ensure that accurate information is captured and clearly order to ensure that accurate information is captured and clearly communicated for inclusion in acknowledgement letters.communicated for inclusion in acknowledgement letters.

Responsible for the timely, accurate, and acknowledgement of Responsible for the timely, accurate, and acknowledgement of donors to Georgetown University.donors to Georgetown University.

Organize and coordinate with OAUR mailings to : graduating Organize and coordinate with OAUR mailings to : graduating seniors; parents of alumni and current students; Library Associates seniors; parents of alumni and current students; Library Associates quarterly newsletter; library annual reports; renewal letters, and quarterly newsletter; library annual reports; renewal letters, and invitations to all Library Associates events.invitations to all Library Associates events.

Represent the Library at the OAUR Stewardship/Donor Relations Represent the Library at the OAUR Stewardship/Donor Relations Working Group.Working Group.

Page 15: Sharon Hathaway Forrest

OPERATIONS OPERATIONS MANAGEMENTMANAGEMENT

Page 16: Sharon Hathaway Forrest

Previous Position: Previous Position: Prospect Manager, Regent UniversityProspect Manager, Regent University

Management Competencies DevelopedManagement Competencies Developed

Proactive Prospect Research & ManagementProactive Prospect Research & Management Revamped Prospect Research SystemRevamped Prospect Research System

– Researched and Negotiated with VendorsResearched and Negotiated with Vendors– Reported to Board with request for funding, which was approvedReported to Board with request for funding, which was approved– Worked with Legal, IT, and Advancement Executives and Directors of Worked with Legal, IT, and Advancement Executives and Directors of

Advancement to implement new system integrating into existing moves Advancement to implement new system integrating into existing moves management system and new wealth analysis and data mining findingsmanagement system and new wealth analysis and data mining findings

Prospect Wealth & Affinity Assessment Prospect Wealth & Affinity Assessment Initiated Analysis of Board of Directors’ Circles of InfluenceInitiated Analysis of Board of Directors’ Circles of Influence Created Circles of Influence Network Mapping (MS Visio)Created Circles of Influence Network Mapping (MS Visio)

Event Management & Networking Event Management & Networking Redesigned Profile Reports for Special Events/ProjectsRedesigned Profile Reports for Special Events/Projects Analyzed Event Networking Opportunities for Directors of Analyzed Event Networking Opportunities for Directors of

AdvancementAdvancement

Page 17: Sharon Hathaway Forrest

Previous Position: Previous Position: Director, International DevelopmentDirector, International Development

Management Competencies DevelopedManagement Competencies Developed

Development OversightDevelopment Oversight Initiated and Led Development Staff Reporting Paradigms Initiated and Led Development Staff Reporting Paradigms

– Major Gifts OfficerMajor Gifts Officer– Grant WriterGrant Writer– Database ManagerDatabase Manager– Liaison with Program StaffLiaison with Program Staff

Offline Database ManagementOffline Database Management Designed Donor Acknowledgement/Stewardship ParadigmDesigned Donor Acknowledgement/Stewardship Paradigm

Event ManagementEvent Management Structured Corporate Sponsorship ParadigmsStructured Corporate Sponsorship Paradigms Initiated Development Events – United NationsInitiated Development Events – United Nations Embassy EventsEmbassy Events

Page 18: Sharon Hathaway Forrest

Previous Position: Previous Position: Director, International DevelopmentDirector, International Development

Management Competencies DevelopedManagement Competencies Developed

Online Donor/Volunteer ManagementOnline Donor/Volunteer Management Initiated and Led Staff Implementation CommitteeInitiated and Led Staff Implementation Committee Negotiated with VendorsNegotiated with Vendors Reported to Board with request for funding, which was Reported to Board with request for funding, which was

approvedapproved Offline Database ManagementOffline Database Management

Designed Donor Acknowledgement/Stewardship ParadigmDesigned Donor Acknowledgement/Stewardship Paradigm Event ManagementEvent Management

Structured Corporate Sponsorship TablesStructured Corporate Sponsorship Tables Initiated Development Events – United NationsInitiated Development Events – United Nations Embassy EventsEmbassy Events

Page 19: Sharon Hathaway Forrest

Previous Position: Previous Position: Assistant Director for Development Assistant Director for Development

ActivitiesActivities

Development & Management Competencies DevelopedDevelopment & Management Competencies Developed

Advancement ActivitiesAdvancement Activities – Responsible for the development, – Responsible for the development, organization, coordination, and implementation of external relations organization, coordination, and implementation of external relations for the Lauinger Library, with the focus on the for the Lauinger Library, with the focus on the Library AssociatesLibrary Associates (the Library’s membership group for more than 1000 supporters and (the Library’s membership group for more than 1000 supporters and its Annual Fund base).its Annual Fund base).

Board Facilitation/Relationship BuildingBoard Facilitation/Relationship Building – Responsible for the – Responsible for the coordination and execution of bi-monthly Library Associates and coordination and execution of bi-monthly Library Associates and other special events, management of the other special events, management of the Library Advisory CouncilLibrary Advisory Council (external board) meetings, internal and external marketing of the (external board) meetings, internal and external marketing of the Library Associates Program, donor stewardship and other activities Library Associates Program, donor stewardship and other activities as required.as required.

SupervisionSupervision - One Work-Study Student - One Work-Study Student

Page 20: Sharon Hathaway Forrest

What I have to offer:What I have to offer:Seasoned DevelopmentSeasoned DevelopmentKnowledgeable in Corporate & Foundation Knowledgeable in Corporate & Foundation PhilanthropyPhilanthropy Development Activities – The Full SpectrumDevelopment Activities – The Full Spectrum

Strategic Planning and Operations ManagementStrategic Planning and Operations Management Direct Mail & Donor ProgramsDirect Mail & Donor Programs Coordinated Communications Projects/ProgramsCoordinated Communications Projects/Programs Large Campaigns & Small InitiativesLarge Campaigns & Small Initiatives

Georgetown’s Third Century Campaign Georgetown’s Third Century Campaign Georgetown Library Case StatementGeorgetown Library Case Statement Office of Alumni & University Relations’ Stewardship Working GroupOffice of Alumni & University Relations’ Stewardship Working Group Office of Corporate & Foundation Relations, Office of Sponsored Office of Corporate & Foundation Relations, Office of Sponsored

Program’s Proposal Writing WorkshopProgram’s Proposal Writing Workshop Council for Advancement and Support of Education’s (CASE), Council for Advancement and Support of Education’s (CASE),

“Campaign Communications: Marketing the Opportunity to Give”“Campaign Communications: Marketing the Opportunity to Give” Training and Use of Donor Databases (Raiser’s Edge, GAMBIT, Training and Use of Donor Databases (Raiser’s Edge, GAMBIT,

Banner)Banner) Board Development (Involvement in Fundraising) Board Development (Involvement in Fundraising)

Grantseeking and GrantmakingGrantseeking and Grantmaking Perspective: Both Sides of the CoinPerspective: Both Sides of the Coin Foundation Center’s Grantmaking/Grantseeking SeminarsFoundation Center’s Grantmaking/Grantseeking Seminars Freddie Mac Foundation’s Outcomes Based GrantmakingFreddie Mac Foundation’s Outcomes Based Grantmaking

Page 21: Sharon Hathaway Forrest

Previous Position: Chief of Previous Position: Chief of StaffStaff

Management Competencies DevelopedManagement Competencies Developed

Human Resources ManagementHuman Resources Management Administrative Assistance Needs ReviewAdministrative Assistance Needs Review Administrative Assistants as Direct Reports (mentored by COO)Administrative Assistants as Direct Reports (mentored by COO) Led Administrative Assistants CommitteeLed Administrative Assistants Committee Training for New Managers & Corporate-wide Management Retreat with new Training for New Managers & Corporate-wide Management Retreat with new

CEOCEO Training in Retention ManagementTraining in Retention Management

Foundation Operational ManagementFoundation Operational Management Change Management (assist new COO – inaugural and staff meetings)Change Management (assist new COO – inaugural and staff meetings) Chief of Staff – attended Executive Meetings with four DirectorsChief of Staff – attended Executive Meetings with four Directors Managers Committee Member (Assisted Director of Communications)Managers Committee Member (Assisted Director of Communications) CEO’s Strategy Committee Member (Assisted Director of the Foundation)CEO’s Strategy Committee Member (Assisted Director of the Foundation) Developing Roles & Responsibilities & Job DescriptionsDeveloping Roles & Responsibilities & Job Descriptions Coordinating Department Employee Performance ReviewsCoordinating Department Employee Performance Reviews Strategic Financial Management (Spending/Investing Endowment) – assist Strategic Financial Management (Spending/Investing Endowment) – assist

COOCOO Planning/Budgeting – assist COOPlanning/Budgeting – assist COO Reporting to CEO and Freddie Mac corporation – assist COOReporting to CEO and Freddie Mac corporation – assist COO Benchmarking with other Foundations (research and reporting)Benchmarking with other Foundations (research and reporting) Liaison with Consultants for Organizational EfficiencyLiaison with Consultants for Organizational Efficiency

Page 22: Sharon Hathaway Forrest

Executive Management that Enables Executive Management that Enables InnovationInnovation

““She helps her colleagues in management and others She helps her colleagues in management and others throughout the department function more effectively and throughout the department function more effectively and efficiently – i.e., she helps the rest of us work toward efficiently – i.e., she helps the rest of us work toward being the best that we can be, and that is high praise being the best that we can be, and that is high praise indeed.” (FMF)indeed.” (FMF)

““Her passion, her enthusiasm and her commitment all Her passion, her enthusiasm and her commitment all combine in a most unique way to propel an organization combine in a most unique way to propel an organization into levels of excellence previously considered into levels of excellence previously considered unattainable.” (PFP)unattainable.” (PFP)

The Perfect Mix The Perfect Mix for Effective Managementfor Effective Management

Page 23: Sharon Hathaway Forrest

Selected Quotes Selected Quotes continued:continued:

Managerial EffectivenessManagerial Effectiveness ““Sharon has also taken on several project management Sharon has also taken on several project management

assignments, and she has proven adept at managing time, assignments, and she has proven adept at managing time, meeting deadlines, organizing work, and delivering quality meeting deadlines, organizing work, and delivering quality results.”results.”

Organizational ManagementOrganizational Management ““Meeting management support – superb work here. In Meeting management support – superb work here. In

fact, she is much more diligent and timely in providing fact, she is much more diligent and timely in providing support than the various management teams are in support than the various management teams are in cooperating. I rely on her heavily in this role.”cooperating. I rely on her heavily in this role.”

““Performance reporting – Sharon has picked up this Performance reporting – Sharon has picked up this assignment from another section and given it her own assignment from another section and given it her own signature. She is creative, thorough and thoughtful, often signature. She is creative, thorough and thoughtful, often seeing connections and issues and nuances that the rest of seeing connections and issues and nuances that the rest of us miss.”us miss.”

Page 24: Sharon Hathaway Forrest

Selected Quotes Selected Quotes continued:continued:

Organizational Management – Organizational Management – AdministrativeAdministrative ““I will add that her project management and I will add that her project management and

research skills and attention to detail have served research skills and attention to detail have served her and her colleagues very well in this role. She her and her colleagues very well in this role. She very carefully and deliberately defined the work, very carefully and deliberately defined the work, assigned the work, scheduled the work, evaluated assigned the work, scheduled the work, evaluated the results, communicated expectation and provided the results, communicated expectation and provided feedback in a timely manner. It is a tough job done feedback in a timely manner. It is a tough job done well.”well.”

Organizational EnvironmentOrganizational Environment ““I have given high marks to the Organizational I have given high marks to the Organizational

Environment Committee for their first six months of Environment Committee for their first six months of work together, and Sharon shares in that success. I work together, and Sharon shares in that success. I know her to have been a proactive, dedicated and know her to have been a proactive, dedicated and thoughtful contributor to the work of the thoughtful contributor to the work of the Committee.” Committee.”

Page 25: Sharon Hathaway Forrest

STRATEGIC PLANNINGSTRATEGIC PLANNING

Page 26: Sharon Hathaway Forrest

“ “Sharon clearly understands the many facets of Sharon clearly understands the many facets of fundraising, from annual giving to sponsorships to fundraising, from annual giving to sponsorships to event planning. But where Sharon really excels is event planning. But where Sharon really excels is in cultivating an extraordinary network of like-in cultivating an extraordinary network of like-minded organizations to work together for the minded organizations to work together for the common good. Her passion, her enthusiasm, and common good. Her passion, her enthusiasm, and her commitment all combine in a most unique way her commitment all combine in a most unique way to propel an organization into levels of excellence to propel an organization into levels of excellence previously considered unattainable.”previously considered unattainable.”

Brig. General Ron Sconyers (ret.), Brig. General Ron Sconyers (ret.), CEO, Physicians For PeaceCEO, Physicians For Peace

What I have to offerWhat I have to offer

Page 27: Sharon Hathaway Forrest

The Perfect Evolved MixThe Perfect Evolved Mixfor Development of Creative for Development of Creative

AlliancesAlliances

Visionary Leader & Strategic ThinkerVisionary Leader & Strategic Thinker

““Sharon has Sharon has extraordinary visionextraordinary vision and her and her “out of the box” “out of the box” thinkingthinking can really force an organization to think beyond the can really force an organization to think beyond the norm. She has helped PFP realize that our own image was less norm. She has helped PFP realize that our own image was less than it should be, helping us to better define ourselves in the global than it should be, helping us to better define ourselves in the global marketplace.” marketplace.”

--- Brig. General Ron Sconyers (ret.), CEO, Physicians For Peace--- Brig. General Ron Sconyers (ret.), CEO, Physicians For Peace

““She always adds value beyond process and form – she is a She always adds value beyond process and form – she is a substantive thinker, substantive thinker, an “out of the box” thinkeran “out of the box” thinker, and , and a thought a thought leaderleader on many issues. She identifies an issue, she formulates a on many issues. She identifies an issue, she formulates a proposed solution, she develops the solution, and then she proposed solution, she develops the solution, and then she presents the solution – none of this “here’s a problem, what do you presents the solution – none of this “here’s a problem, what do you want me to do?” She is a problem solver.”want me to do?” She is a problem solver.”

--- David J. Robinson, COO, Freddie Mac Foundation--- David J. Robinson, COO, Freddie Mac Foundation

Page 28: Sharon Hathaway Forrest

Quotes form Employee Performance Quotes form Employee Performance and Development Summary as Chief and Development Summary as Chief of Staffof StaffMade by David Robinson, COOMade by David Robinson, COO

““Sharon shows uncommon initiative and resourcefulness in her Sharon shows uncommon initiative and resourcefulness in her work, and she has been willing to take on any and all work, and she has been willing to take on any and all assignments and pursue them with vigor and determination.”assignments and pursue them with vigor and determination.”

Personal EffectivenessPersonal Effectiveness ““Sharon is definitely a leader in researching and sharing best Sharon is definitely a leader in researching and sharing best

practices across a broad spectrum of issues. She is quite practices across a broad spectrum of issues. She is quite proactive in gathering, analyzing and sharing information, proactive in gathering, analyzing and sharing information, whether it pertains to her specific job duties or not.”whether it pertains to her specific job duties or not.”

““She is willing to work with others, either taking the lead or She is willing to work with others, either taking the lead or serving as a team member as required, and frequently doing serving as a team member as required, and frequently doing what I would call “more than her fair share” when it comes to what I would call “more than her fair share” when it comes to offering ideas, taking on extra work, helping others with offering ideas, taking on extra work, helping others with problems.”problems.”

Page 29: Sharon Hathaway Forrest

What I have to offer:What I have to offer:Executive Management that Enables InnovationExecutive Management that Enables Innovation

Innovative, Strategic ThoughtInnovative, Strategic Thought Visionary; Thinking out the Box Visionary; Thinking out the Box Passionate and ProactivePassionate and Proactive Broad International Experiences/ViewpointBroad International Experiences/Viewpoint Often see interrelationships that others do not see (to id partners/donors)Often see interrelationships that others do not see (to id partners/donors) Intellectual/Substantive Approach: Research Supported/Competitive IntelIntellectual/Substantive Approach: Research Supported/Competitive Intel

Organizational EffectivenessOrganizational Effectiveness Management ExperienceManagement Experience Sensitivity to Staff/HR Issues & the Organizational EnvironmentSensitivity to Staff/HR Issues & the Organizational Environment Experience Implementing “Best-in-Class Operational Infrastructure”Experience Implementing “Best-in-Class Operational Infrastructure”

Relationship BuildingRelationship Building Developing Strategic Alliances & NetworkingDeveloping Strategic Alliances & Networking Non-Profit Board EffectivenessNon-Profit Board Effectiveness Major DonorsMajor Donors High-Profile Personalities, including Motion Picture IndustryHigh-Profile Personalities, including Motion Picture Industry Political Insights from Political ExperiencesPolitical Insights from Political Experiences

Page 30: Sharon Hathaway Forrest

The Perfect MixThe Perfect Mix

at at

The Perfect TimeThe Perfect Time

For Strategic Global For Strategic Global DevelopmentDevelopment

Sharon & VTSharon & VT