Union of Black Episcopalians H. Belfield Hannibal Chapter 2009 STRATEGIC PLAN

1. Union of Black EpiscopaliansH. Belfield Hannibal Chapter2009 STRATEGIC PLAN Revised per January 18 meeting 01/20/09ah

2. OBJECTIVES • Retain current Union of Black Episcopalians H. Belfield Hannibal Chapter membership (UBE) • Recruit new members to the chapter • Educate constituents within the Los Angeles Diocese about issues of racism, slavery and racial reconciliation • Influence ongoing Diocesan policies on issues of race and inclusion • Support aims and objectives of the national UBE

3. STRATEGIES • Create chapter administrative infrastructure that supports professional and efficient organizational functions • Increase visibility and enhance credibility of UBE H. Belfield Hannibal Chapter within LA Diocese • Distinguish from other LA UBE chapter • Position UBE as resource for the creation and execution of educational programs targeting Blacks and communities of color inside, and outside, the Diocese of Los Angeles • Leverage alliances with diocesan leadership and other communities/organizations of color

4. Mission Statement Development • Development of a succinct and comprehensive mission statement for the chapter is critical to establishing a foundation for focused and effective chapter growth and development. • Mission statement should clearly state: • Who we are • What we stand for • How we plan to make a difference (using action words) • Review the existing UBE national mission statement

5. Focused Audiences Tier I Audiences • LA Diocesan Leadership • Clergy & Laity • LA Diocese Church Leadership • Clergy & Vestry • Black Episcopal Parishioners within the Diocese of Los Angeles • Youth & Emerging Leadership • Youth • Seminarians

6. Focused Audiences Tier II Audiences • Parishioners of diverse ethnic backgrounds • Local Media (throughout the diocese) • Print (professional trades, newspapers, newsletters) • Ex: Provide content for Kaleidoscope Institute Monthly Newsletter • Radio/Television opportunities as appropriate • National Media* • Coordinate with UBE national communications department • (ethnic magazines, women’s magazine, Christian magazines) • Online (TEC targeted; online outlets that focus on Christian, racial/ethnic issues) • Radio/Television opportunities as appropriate *All media outreach should be coordinated with national UBE

7. ImplementationLaunch Visibility Campaign Increase visibility and enhance credibility • Develop Chapter Brand Identity • Capitalize on national UBE’s existing credibility and brand equity • Write and approve official chapter mission statement to be included in all correspondence and online outreach • Mirror national UBE mission statement with goals specific to LA Diocese • Create Chapter Marketing/Press Kit: • Introduction cover letter from President • Backgrounder • fact sheet • leadership bios • contact sheet • “Join Today” Form

8. ImplementationLaunch Visibility Campaign • Develop Chapter Brand Identity (cont.) • Incorporate consistent messages: • Specific to the black community • Inclusive messages that will resonate with groups outside of the black community • Branding Internal and External Correspondence • UBE national logo on all correspondence (including emails) • Chapter mission statement or “tagline” (one to two sentences that clearly states the goals of the chapter) • Leverage social networking tools to maintain communication with members and to attract new members • Facebook • Myspace • Tweeter

9. Chapter Infrastructure: Keeping Our House in Order Create chapter administrative infrastructure • Conduct an internal “re-launch” of the chapter • Write mission statement and ensure that all chapter members are informed • Provide annual strategic plan (in its latest form) to all members to provide “big picture” • All members are informed of the chapter’s overall purpose and are onboard with how to achieve it • Conduct efficient meetings • Start and end on time • Consider consistent meeting location (will help potential members to locate the chapter easily)—Potential Location: Church of the Advent for initial meetings • Provide accurate minutes and agenda prior to the meeting to allow proper review time (lead time to be determined) • Stick to the agenda • Agenda additions must be submitted at least one week prior to the meeting • Prioritize agenda items-Create realistic agendas with an appropriate amount of items that can be adequately addressed within the meeting time frame (ex: 10 agenda items are unlikely to be covered well during a one and a half/two-hour meeting • Inefficient meetings counter efforts to attract new members and retain current members • Follow appropriate rules of meetings • Maintain regular communications with members (i.e. electronic and mail distribution)

10. ImplementationLaunch Visibility Campaign Increase visibility and enhance credibility (cont.) • Conduct Regular Outreach to Focused Audiences • Obtain accurate focused audience contacts list (mailing, phone, email) from diocese • Write and mail a formal letter of chapter introduction to primary and secondary audiences featuring chapter mission and call-to-action for support • Executive Communication (President or VP) • Monthly e-update message to primary audiences • Quarterly update e-mailed to secondary audiences • Executive visibility at events throughout the diocese as necessary • Deputies of Color Orientation Conference--Saturday-Sunday, April 18-19 (Anaheim) • July 2009 General Convention • December Diocesan Convention

11. ImplementationCommunity Outreach & Educational Programming Position UBE as resource for informational and active outreach programs • All programs must support chapter’s mission • Brainstorm new programs that feature proactive outreach with goals of impacting specific focused groups • Evaluate the relevance and viability of existing programs that may no longer support the new mission—adapt existing programs or discontinue them • Establish a calendar of ongoing activities (contingent upon manpower) that reflects an active chapter (quarterly events) • Include regular meeting dates & location • Independent UBE events • UBE co-sponsored events (i.e., Program Group on Black Ministries program support)

12. ImplementationIndividual Programs • The group will evaluate existing programs/events including: • Annual Black History Eucharist, Father’s Day Brunch • Each program will have a strategic plan to move it from idea to reality. Individual program plans (created by the committee) should include: • Objectives, Strategies, Tactics • Fundraising should be a key component to all public programs (Will this event make money or require treasury funding?) • Timeline for completion of milestones • Responsibilities chart • Program Evaluation • Program planning should start no later than six weeks from event day

13. The following slides were retained as resource sheets for the existing events to be evaluated

14. ImplementationCommunity Outreach & Educational Programming Father’s Day Brunch Saturday, June 14, 2009(date tentative) • Review past brunches and evaluate existing format in terms of chapter’s mission • Research other diocesan/city events that may conflict and hinder attendance • Event should have “stamp” of diocesan support to encourage participation Timeline: • March/April—Planning, secure event space and other logistics • April—Create invitations • May—Distribute printed and electronic invitations; post event on Web site and include in monthly chapter communications vehicle (ex: html email) • June—Conduct reminder phone calls to invitees; confirm RSVPs

15. ImplementationCommunity Outreach & Educational Programming Father’s Day Brunch (cont.) Saturday, June 14, 2009(date may change) • Event Day—Onsite • Photographer/videographer • Quotes from lead participants and attendees • Post Event (December/January)—Capitalize on Captured images and feedback • Write a brief article about the event, supported by photos and quotes from attendees • Distribute the article as a stand-alone update to target audiences via html email one week after the event • Include article, pictures/video on Web site and in subsequent communications outreach vehicle (summer update)

16. ImplementationStrength in Numbers & Voices Build and Leverage Alliances • Recruit, cultivate and mentor new leaders; align with top black diocesan leaders, black clergy and black laity • Enlist non-black clergy and lay leaders to enhance credibility and garner support of other minority groups within the diocese • Advocate for justice for all minority groups • Proactively learn about issues in the church that adversely affect ethnic groups within the diocese • Become visible, consistent presence • Establish and include chapter’s position on current issues in communications vehicles (electronic newsletter, Web site, etc.)

17. ImplementationStrength in Numbers & Voices Build and Leverage Alliances • Initiate outreach to Program Group on Black Ministries (PGBM) chaired by Fr. Vincent Shamo • Identify synergistic opportunities to support existing programs (co-sponsorship) and create joint programs • Support PGBM’s multi-year programming to support Reparations Resolution A123 • There are plans to address this issue at the 2009 General Convention and beyond • This is a high-visibility/high-credibility opportunity for the chapter • Encourage active, mutual multi-cultural event/program support • Work with bishop in charge of multicultural ministries

18. Timeline Q’1 2009—January/February/March • Review proposed strategic plan; take recommendations/suggestions under advisement; Revise plan as necessary • Discuss existing and brainstorm new programs; create individual plans for implementation • Initiate chapter branding tactics • Draft Mission Statement • Initiate Web site development (if one doesn’t exist already); develop content • Draft and finalize chapter information/press kit completed by the end of March • Obtain focused audience contacts lists from diocese • Outreach to PGBM re: Resolution A123 programming • Research opportunities for visibility at General Convention

19. Timeline Q’2 2009 (Apr-June) • Implement visibility campaign (ongoing) • Initiate consistent communications with internal/external focused audiences • Initiate efforts for alliance development • Conduct conference calls or meetings with appropriate contacts • Pending Review—Father’s Day Brunch planning efforts • Event day is tentatively set for June 14 Q’3 2009 (July-September) • Maintain consistent communications with focused audiences • Continue relationship development with ethnically-diverse clergy and lay leaders (alliance building)

20. Timeline Q’4 2009 (October-December) • Opportunity for visibility at Diocesan Convention • Research in August • Maintain consistent communications with focused audiences • Continue relationship development with ethnically-diverse clergy and lay leaders (alliance building)