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Planning Worksheet Daft #3.0
10/29/08
Redmond Historical Society
Note: This document is formated in legal size, landscape layout.
Long Range and Strategic Planning Committee Topic Finance
page 1 of 7
Approved by the Board of Directors, 11/3/2008
Goals Capitalize an endowment fund
Objectives, 2009 Appoint qualified volunteer to organize program
Set up a capital budgeting program
Revise budget and accounting systems to recognize depreciation of capital expenditures over several years
Monetary grants & gifts
For Adobe Reader, use that print set up the best readable print.
Objectives, 2010 Request contributions from business and influential individuals
Objectives, 2011 Goal = $50,000
Objectives, 2012 Goal = $100,000
Objectives, 2013 Goal = $150,000
Actively seek out sources of Government and non-profit grants
Goal, apply for 2 grants a year
Goal, apply for 3 grants/year
Goal, apply for 3 grants/year
Goal, apply for 3 grants/year
Reserve funds
Recognize a percentage of current reserves as set aside for lean years
Set aside a percentage of net income each year to add to reserve funds. Board determines
Board established a goal of a percentage of operating budget as a reserve fund
Add to reserve funds each year to meet goals set in prior years
Add to reserve funds each year to meet goals set in prior years
Increase non-dues Revenues
Sell existing book inventory
Establish program to sell vintage photographs
Establish program to sell vintage photographs on line
Sell vintage photographs on line
Sell vintage photographs on line
Ask for donations at meetings non-members & members Membership
Design and implement a membership drive targeted to Families, students and working people
Increase membership in the 30 to 50 year old bracket by 10%
Increase membership by 5%
Increase membership by 5%
Increase membership by 5%
Cash & inventory Controls
Implement all existing cash, inventory, and archieve control procedures and monitor their use regularly.
Audit finances, inventory and collections annually, as a part of an audit of accounting records
Audit finances, inventory and collections annually, as a part of an audit of accounting records
Audit finances, inventory and collections annually, as a part of an audit of accounting records
Audit finances, inventory and collections annually, as a part of an audit of accounting records
Planning Worksheet Daft #3.0 Topic Finance, Cont'd
Goals Budgeting
10/29/08 Objectives, 2009 Plan budget with the results of this plan, to determine priorities
Objectives, 2010 >>>> Annually
page 2 of 7 Objectives, 2011 >>>> Annually
Plan 2010 budget for completion Plan 2011 budget for completion Plan 2012 budget for by Feb 28 by January 31 completion by Dec 31
Objectives, 2012 >>>> Annually
Objectives, 2013 >>>> Annually
Plan 2013 budget for completion by Nov 30
Plan 2014 budget for completion by Nov 30
Planning Worksheet Daft #3.0 Topic Communication & Public Relations
Goals Website Redesign
10/29/08 Objectives, 2009 Complete redesign of Website
Objectives, 2010 Link archival database to website Provide sales capability on website.
Objectives, 2011 Maintain & improve website.
Objectives, 2012 Maintain & improve website.
Objectives, 2013 Maintain & improve website.
Seek out speaking venues 2/per year
Seek out speaking venues 2/per year
Seek out speaking venues 3/per year
Seek out speaking venues 3/per year
Identify community relations contacts in major businesses
Work with supportive businesses for item donations and financial contributions
Continue work with supportive businesses
Continue work with supportive businesses
Continue work with supportive businesses
Draft :road shows" for business groups - Chamber, etc.
Goal - deliver 2 presentations
Goal - deliver 3 presentations
Goal - deliver 3 presentations
Goal - deliver 3 presentations
Develop "curriculum" materials For school, 4th thru 9th
Goal - deliver 2 presentations
Goal - deliver 3 presentations
Goal - deliver 3 presentations
Goal - deliver 3 presentations
Evaluate newsletter content for historical vs. entertainment value
Seek balanced content
Seek balanced content
Seek balanced content
Review meeting content with an Seek balanced content eye toward a balance between "lectures"and story telling & entertainment
Seek balanced content
Seek balanced content
Launch new website Sharing & Celebrating
Increase public awareness
page 3 of 7
Develop speakers bureau, with Prepared materials Celebrate 10 yr anniversary
Outreach to businesses
Newsletter Redesign Consider newsletter redesign as part of 10 year anniversary
Review benefit of organizational reports, as an adjunct to newsletter (i.e., in email) Membership meetings
Review meetings plan for discussions of historical committee work & findings as well as local anecdotes and characters
Planning Worksheet Daft #3.0 Topic Governance
10/29/08
page 4 of 7
Goals Stabilize the Presidency
Objectives, 2009 Objectives, 2010 Identify and elect a President to replace the pro-tem president
Objectives, 2011
Objectives, 2012
Objectives, 2013
Update the Society Bylaws
Name a Bylaws Committee
Review Bylaws annually
Review Bylaws annually
Review Bylaws annually
Review Bylaws annually
Draft a bylaws revision that reflects the current organization, establishes a succession of officers, and sets up a committee structure to carry out the work of the Society Identify specific roles for officers, directors, and committees Staff & Volunteers
Recruit additional volunteers
Hire a full time Exec Director
Review all areas annually
Review annually
Review annually
Review Long Range Planning
Review the Long Range/Strategic plan annually
Review the Long Range/Strategic plan annually
Review the Long Range/Strategic plan annually
Review the Long Range/Strategic plan annually
Review the Long Range/Strategic plan annually
Update Policies & Procedures
Review all current, known policies and procedures, ensure each is documented in detail, delete unnecessary and duplicative policies, draft new policies and procedures where needed.
Bylaws committee assumes responsibility for maintaining the RHS policies and procedures (P&P)
Receive P&P recommendations from standing committees
Receive P&P recommendations from standing committees
Receive P&P recommendations from standing committees
Review all areas annually
Review all areas annually
Review all areas annually
Review all Human Resources Policies and procedures
Ensure that there is a complete job description for each staff position
Publish a P&P manual
Ensure that there is an up to date employee handbook or comprehensive set of policies and procedures for employment practices and supervision
Planning Worksheet Daft #3.0 Topic Goals Governance, Cont'd
10/29/08
page 5 of 7
Objectives, 2009
Objectives, 2010
Objectives, 2011
Objectives, 2012
Objectives, 2013
Ensure that there is employment practices liability insurance in place, with adequate limits
>>> Annually
>>> Annually
>>> Annually
>>> Annually
Planning Worksheet Daft #3.0 Topic Historical Collections Programs
10/29/08
page 6 of 7
Goals Collections Management Committee
Objectives, 2009 Establish a Collections Management Committee, under a designated Board member
Objectives, 2010 Develop a collections management agenda for discovery, recovery, preservation projects
Objectives, 2011 Carry out the agenda
Searchable archive
Procure Past/Perfect museum software and begin transfer of existing archival database.
Complete transfer of archival database to Past/Perfect.
Update archive
Update archive
Update archive
Expand digital Achive
Inventory exisiting hardcopy archives
Convert additional hardcopy archives to digital
>>> Continue Project
>>> Continue Project
>>> Complete Project
Oral History (OH)
Continue and expand OH program. Complete 4 projects.
Complete 4 OH projects.
Complete 4 OH projects.
Complete 4 OH projects.
Complete 4 OH projects.
Partner with the Redmond Landmarks and Heritage Comm. to identify & preserve historically significant sites.
>>> Continue Project
>>> Continue Project
>>> Continue Project
Discovery Recovery Preservation
Objectives, 2012 Carry out the agenda
Objectives, 2013 Carry out the agenda
Update agenda
Procure a digital voice recorder and transcriber. Buildings & Sites
Expand efforts to identify and preserve sites of historical significance. Build inventory of potential sites.
Native American Heritage
Develop a research agenda for >>> Continue Project locally-significnt Native Complete two histories American groups or individuals.
>>> Continue Project Complete two histories
>>> Continue Project Complete two histories
>>> Continue Project Complete two histories
Collections & Display space and fixtures, including museum space
1. Identify display needs, with specifications for facilities and fixtures. 2. Consider benefits of a museum, to display achived information, artifacts and photos
Acquire additional display space and fixtures
Fully utilize space provided and update needs
Fully utilize space provided and update needs
Fully utilize space provided and update needs
Report to the Board with a recommendation on a museum
Per Board direction implement plans for a museum
Operate museum per earlier deicisions
Operate museum per earlier deicisions
Archive policies and Examine archive P&P, with procedures (P&P) intention to identify what is valued & what is of dubious value
Planning Worksheet Daft #3.0
10/29/08
page 7 of 7
Topic
Goals
Objectives, 2009
Objectives, 2010
Objectives, 2011
Objectives, 2012
Objectives, 2013
Publishing
Books
Identify all on going publishing projects, and establish goals and budgets
Establish procedures for Board approval of proposed publishing projects
>>> Update annually
>>> Update annually
>>> Update annually
Approach Costco about buying Redmond Reflections as a part of their grand opening, perhaps as a promotion CD & DVD Media
Topic Facilities
Goals Acquire additional facilities -- storage display, offices and work areas (fire protected), with sufficient, appropriate fixtures & equipment
Establish goals for additional electronic media projects
Complete projects, Update annually
>>> Complete projects; Update annually
>>> Complete projects; Update annually
> Complete projects; Update annually
Market current electronic media >>> Update annually titles
>>> Update annually
>>> Update annually
>>> Update annually
Objectives, 2009 Work with the City Parks Dept. to finalize deal on Juel House property
Objectives, 2010 >>> Complete Project
Objectives, 2011
Objectives, 2012
Objectives, 2013
>>> Complete Project
>>> Update annually
>>> Update annually
>>> Update annually
Urge the City as landlord to install fire sprinklers As facilities are acquired obtain and utilize fixtures offered by Honeywell and LeRoy Olson
10/29/08
Redmond Historical Society
Note: This document is formated in legal size, landscape layout.
Long Range and Strategic Planning Committee Topic Finance
page 1 of 7
Approved by the Board of Directors, 11/3/2008
Goals Capitalize an endowment fund
Objectives, 2009 Appoint qualified volunteer to organize program
Set up a capital budgeting program
Revise budget and accounting systems to recognize depreciation of capital expenditures over several years
Monetary grants & gifts
For Adobe Reader, use that print set up the best readable print.
Objectives, 2010 Request contributions from business and influential individuals
Objectives, 2011 Goal = $50,000
Objectives, 2012 Goal = $100,000
Objectives, 2013 Goal = $150,000
Actively seek out sources of Government and non-profit grants
Goal, apply for 2 grants a year
Goal, apply for 3 grants/year
Goal, apply for 3 grants/year
Goal, apply for 3 grants/year
Reserve funds
Recognize a percentage of current reserves as set aside for lean years
Set aside a percentage of net income each year to add to reserve funds. Board determines
Board established a goal of a percentage of operating budget as a reserve fund
Add to reserve funds each year to meet goals set in prior years
Add to reserve funds each year to meet goals set in prior years
Increase non-dues Revenues
Sell existing book inventory
Establish program to sell vintage photographs
Establish program to sell vintage photographs on line
Sell vintage photographs on line
Sell vintage photographs on line
Ask for donations at meetings non-members & members Membership
Design and implement a membership drive targeted to Families, students and working people
Increase membership in the 30 to 50 year old bracket by 10%
Increase membership by 5%
Increase membership by 5%
Increase membership by 5%
Cash & inventory Controls
Implement all existing cash, inventory, and archieve control procedures and monitor their use regularly.
Audit finances, inventory and collections annually, as a part of an audit of accounting records
Audit finances, inventory and collections annually, as a part of an audit of accounting records
Audit finances, inventory and collections annually, as a part of an audit of accounting records
Audit finances, inventory and collections annually, as a part of an audit of accounting records
Planning Worksheet Daft #3.0 Topic Finance, Cont'd
Goals Budgeting
10/29/08 Objectives, 2009 Plan budget with the results of this plan, to determine priorities
Objectives, 2010 >>>> Annually
page 2 of 7 Objectives, 2011 >>>> Annually
Plan 2010 budget for completion Plan 2011 budget for completion Plan 2012 budget for by Feb 28 by January 31 completion by Dec 31
Objectives, 2012 >>>> Annually
Objectives, 2013 >>>> Annually
Plan 2013 budget for completion by Nov 30
Plan 2014 budget for completion by Nov 30
Planning Worksheet Daft #3.0 Topic Communication & Public Relations
Goals Website Redesign
10/29/08 Objectives, 2009 Complete redesign of Website
Objectives, 2010 Link archival database to website Provide sales capability on website.
Objectives, 2011 Maintain & improve website.
Objectives, 2012 Maintain & improve website.
Objectives, 2013 Maintain & improve website.
Seek out speaking venues 2/per year
Seek out speaking venues 2/per year
Seek out speaking venues 3/per year
Seek out speaking venues 3/per year
Identify community relations contacts in major businesses
Work with supportive businesses for item donations and financial contributions
Continue work with supportive businesses
Continue work with supportive businesses
Continue work with supportive businesses
Draft :road shows" for business groups - Chamber, etc.
Goal - deliver 2 presentations
Goal - deliver 3 presentations
Goal - deliver 3 presentations
Goal - deliver 3 presentations
Develop "curriculum" materials For school, 4th thru 9th
Goal - deliver 2 presentations
Goal - deliver 3 presentations
Goal - deliver 3 presentations
Goal - deliver 3 presentations
Evaluate newsletter content for historical vs. entertainment value
Seek balanced content
Seek balanced content
Seek balanced content
Review meeting content with an Seek balanced content eye toward a balance between "lectures"and story telling & entertainment
Seek balanced content
Seek balanced content
Launch new website Sharing & Celebrating
Increase public awareness
page 3 of 7
Develop speakers bureau, with Prepared materials Celebrate 10 yr anniversary
Outreach to businesses
Newsletter Redesign Consider newsletter redesign as part of 10 year anniversary
Review benefit of organizational reports, as an adjunct to newsletter (i.e., in email) Membership meetings
Review meetings plan for discussions of historical committee work & findings as well as local anecdotes and characters
Planning Worksheet Daft #3.0 Topic Governance
10/29/08
page 4 of 7
Goals Stabilize the Presidency
Objectives, 2009 Objectives, 2010 Identify and elect a President to replace the pro-tem president
Objectives, 2011
Objectives, 2012
Objectives, 2013
Update the Society Bylaws
Name a Bylaws Committee
Review Bylaws annually
Review Bylaws annually
Review Bylaws annually
Review Bylaws annually
Draft a bylaws revision that reflects the current organization, establishes a succession of officers, and sets up a committee structure to carry out the work of the Society Identify specific roles for officers, directors, and committees Staff & Volunteers
Recruit additional volunteers
Hire a full time Exec Director
Review all areas annually
Review annually
Review annually
Review Long Range Planning
Review the Long Range/Strategic plan annually
Review the Long Range/Strategic plan annually
Review the Long Range/Strategic plan annually
Review the Long Range/Strategic plan annually
Review the Long Range/Strategic plan annually
Update Policies & Procedures
Review all current, known policies and procedures, ensure each is documented in detail, delete unnecessary and duplicative policies, draft new policies and procedures where needed.
Bylaws committee assumes responsibility for maintaining the RHS policies and procedures (P&P)
Receive P&P recommendations from standing committees
Receive P&P recommendations from standing committees
Receive P&P recommendations from standing committees
Review all areas annually
Review all areas annually
Review all areas annually
Review all Human Resources Policies and procedures
Ensure that there is a complete job description for each staff position
Publish a P&P manual
Ensure that there is an up to date employee handbook or comprehensive set of policies and procedures for employment practices and supervision
Planning Worksheet Daft #3.0 Topic Goals Governance, Cont'd
10/29/08
page 5 of 7
Objectives, 2009
Objectives, 2010
Objectives, 2011
Objectives, 2012
Objectives, 2013
Ensure that there is employment practices liability insurance in place, with adequate limits
>>> Annually
>>> Annually
>>> Annually
>>> Annually
Planning Worksheet Daft #3.0 Topic Historical Collections Programs
10/29/08
page 6 of 7
Goals Collections Management Committee
Objectives, 2009 Establish a Collections Management Committee, under a designated Board member
Objectives, 2010 Develop a collections management agenda for discovery, recovery, preservation projects
Objectives, 2011 Carry out the agenda
Searchable archive
Procure Past/Perfect museum software and begin transfer of existing archival database.
Complete transfer of archival database to Past/Perfect.
Update archive
Update archive
Update archive
Expand digital Achive
Inventory exisiting hardcopy archives
Convert additional hardcopy archives to digital
>>> Continue Project
>>> Continue Project
>>> Complete Project
Oral History (OH)
Continue and expand OH program. Complete 4 projects.
Complete 4 OH projects.
Complete 4 OH projects.
Complete 4 OH projects.
Complete 4 OH projects.
Partner with the Redmond Landmarks and Heritage Comm. to identify & preserve historically significant sites.
>>> Continue Project
>>> Continue Project
>>> Continue Project
Discovery Recovery Preservation
Objectives, 2012 Carry out the agenda
Objectives, 2013 Carry out the agenda
Update agenda
Procure a digital voice recorder and transcriber. Buildings & Sites
Expand efforts to identify and preserve sites of historical significance. Build inventory of potential sites.
Native American Heritage
Develop a research agenda for >>> Continue Project locally-significnt Native Complete two histories American groups or individuals.
>>> Continue Project Complete two histories
>>> Continue Project Complete two histories
>>> Continue Project Complete two histories
Collections & Display space and fixtures, including museum space
1. Identify display needs, with specifications for facilities and fixtures. 2. Consider benefits of a museum, to display achived information, artifacts and photos
Acquire additional display space and fixtures
Fully utilize space provided and update needs
Fully utilize space provided and update needs
Fully utilize space provided and update needs
Report to the Board with a recommendation on a museum
Per Board direction implement plans for a museum
Operate museum per earlier deicisions
Operate museum per earlier deicisions
Archive policies and Examine archive P&P, with procedures (P&P) intention to identify what is valued & what is of dubious value
Planning Worksheet Daft #3.0
10/29/08
page 7 of 7
Topic
Goals
Objectives, 2009
Objectives, 2010
Objectives, 2011
Objectives, 2012
Objectives, 2013
Publishing
Books
Identify all on going publishing projects, and establish goals and budgets
Establish procedures for Board approval of proposed publishing projects
>>> Update annually
>>> Update annually
>>> Update annually
Approach Costco about buying Redmond Reflections as a part of their grand opening, perhaps as a promotion CD & DVD Media
Topic Facilities
Goals Acquire additional facilities -- storage display, offices and work areas (fire protected), with sufficient, appropriate fixtures & equipment
Establish goals for additional electronic media projects
Complete projects, Update annually
>>> Complete projects; Update annually
>>> Complete projects; Update annually
> Complete projects; Update annually
Market current electronic media >>> Update annually titles
>>> Update annually
>>> Update annually
>>> Update annually
Objectives, 2009 Work with the City Parks Dept. to finalize deal on Juel House property
Objectives, 2010 >>> Complete Project
Objectives, 2011
Objectives, 2012
Objectives, 2013
>>> Complete Project
>>> Update annually
>>> Update annually
>>> Update annually
Urge the City as landlord to install fire sprinklers As facilities are acquired obtain and utilize fixtures offered by Honeywell and LeRoy Olson
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