Shaping NAMI’s Future

1. Shaping NAMI’s Future Of Strategic Plans & Standards of Excellence Affiliate Networking Session Lynn Borton LynnB@nami.org NAMI Convention ~ July 2009

2. Getting to Know You x5 • Your name and where you are from • One thing you are really proud of • One thing that worries you • …and then move on!

3. What It Means “to be NAMI” • When I say “NAMI” I mean…

4. Diversity Workgroups new members through E-Join: 8,665 Partnership with HOUSE TV show affiliates “in good standing”: 908 THE CURRENT ECONOMY Membership processing call participants: 400+ Payments to the field for new EJoin members: $303,275 Anniversary: 30 years! State Organizations: 51 + 1 working on it Grading the States on the way Affiliates and State Organizations With paid executive directors: 128 Unique visitors to the Web site each month: 550,000 States implementing F-t-F with VA: 49 HelpLine contacts: 3,500/month annual budget:$13.4M (flat for 2 fiscal years) 2009 Walks: 79 2008 Walkers: 101,000 Raised: $7,269,827 Connection support groups: 272

5. Our Plan Tells Us • For NAMI to be a great organization that delivers superior performance and makes a distinctive impact over a long period of time: • Right people on the bus… • Confront the brutal facts… • Remember our hedgehog… • And maintain a culture of discipline.

6. Diversity Workgroups new members through E-Join: 8,665 Partnership with HOUSE TV show affiliates “in good standing”: 908 THE CURRENT ECONOMY Membership processing call participants: 400+ Payments to the field for new EJoin members: $303,275 Anniversary: 30 years! State Organizations: 51 + 1 working on it Grading the States on the way Affiliates and State Organizations With paid executive directors: 128 Unique visitors to the Web site each month: 550,000 States implementing F-t-F with VA: 49 HelpLine contacts: 3,500/month annual budget:$13.4M (flat for 2 fiscal years) 2009 Walks: 79 2008 Walkers: 101,000 Raised: $7,269,827 Connection support groups: 272

7. The NAMI “Hedgehog” HEDGEHOG

8. A Culture of Discipline • Redefining how we do business • Investing in infrastructure • Creating a new generation of leaders & members • Standards of Excellence

9. Standards: Process in a Nutshell • Focus: mutual accountability • Launched December ‘07 in New Orleans • Standards Work Group (SWG) • Diverse, representative, hard-working group • Work organized thematically, in phases • Phase One: adopted by Board in December ‘08 • Phase Two: adopted by Board yesterday! • Phase Three: in development now • Ensuring additional input through Town Hall calls, surveys, listening sessions • National implementing its requirements first

10. Standards So Far • Diversity, Inclusion, Non-Discrimination • Need to clarify: first and foremost this standards applies to full integration of consumers • Voluntarily-supplied demographic data • Templates, forms, and technical assistance • Communication • Talk to one another. More. Regularly. • Emphasis on transparency • Use of available technology • Membership • A member is a member is a member – at all levels • Integrated data systems • Dues • Move toward standardized dues • Open Door dues rate entitles those members to full rights/benefits

11. Standards So Far, continued • Program • Fidelity and flexibility • NAMI Signature Programs - and others as well • Fund Raising • Honoring donors’ wishes • Coordination and communication • Avoid stepping on one another’s toes! • What Constitutes an Affiliate • Recognize one size won’t fit all: offer a spectrum • Create an “Affiliation Agreement” between National, State and Affiliates - a renewable contract of mutual accountability

12. Tools for Excellence • Not fair to ask for performance without providing needed instruments • Goal: set ourselves up for success! • Programs, tool kits, systems, templates… • TouchBase = the new membership system • Available online • Sharing resources from all corners of the NAMI organization • Whatchagot?

13. An Ongoing Process • Developing the tools • Working on timelines for implementation at all levels • Many States are ready to implement • A deliberate, but not unnecessarily slow, process • Eventually will entail some bylaws amendments • Communication process to field • Looking for your support and assistance! • www.nami.org/standardsofexcellence

14. Why Standards? • They give us credibility. • They help us work together. • They make our expectations explicit. • They keep us on the right side of the law. • They will save us time and energy in the long run. • They help us define what it means to be “NAMI”.

15. Homework • Visit NAMILand and CLD; attend Leadership Institute sessions here in San Francisco. • Visit NAMILand again and again from home: www.nami.org/NAMILand • Subscribe to Friday Facts (www.nami.org/subscribe) and keep your contact information up to date. • Complete NAMI’s online surveys. • Keep thinking – and send us your thoughts via Governance@nami.org • Check up on us. • Support change.

16. Diversity Workgroups:_ new members through E-Join: 8,665 We have a job to do. People Need NAMI. Partnership with HOUSE TV show THE CURRENT ECONOMY affiliates “in good standing”: 908 Membership processing call participants: 400+ Payments to the field for new EJoin members: $303,275 State Organizations: 51 + 1 working on it Grading the States on the way Affiliates and State Organizations With paid executive directors: 128 Unique visitors to the Web site each month: 550,000 States implementing F-t-F with VA: 49 HelpLine contacts: 3,500/month annual budget:$13.4M (flat for 2 fiscal years) 2009 Walks: 79 2008 Walkers: 101,000 Raised: $7,269,827 Connection support groups: 272