Preserve Granbury
Mission Statement: Preserve Granbury preserves and promotes
the historic integrity of our community.
Adopted 3-28-09
2012-2015 Goals
Priorities
Resource Development
Goals and Objectives
Ensure financial stability
A.
B.
C.
Organizational Visibility
Increase community awareness by promoting mission
through educational activities and programs
A.
B.
C
D.
Board Development
Monitor board member participation
Expand representation on the Board and Committees
Conduct Board orientation
Review the Strategic Plan – annually
Meet organizational staff needs
Position Preserve Granbury to effectively advocate for
community preservation
A.
B.
C.
D.
Properties
Grow membership
Maximize website effectiveness
Promote historic preservation to membership
Develop new activities for members and friends
Build an effective board
A.
B.
C.
D.
E.
Advocacy
Build budget to reflect anticipated growth
Maximize Board and major donor contributions
Earn income from special events and book sales
Identify key issues and recommend position
statements for Board approval
Work with other organizations in supporting or
opposing issues of mutual interest..
Represent interests of Preserve Granbury
Select and publicize Places in Peril
Serve as the clearing house for cultural heritage preservation
in the community
A.
B.
Compile a targeted inventory of preservation
opportunities
Develop a master plan for acquisitions
Goal 1:
ENSURE FINANCIAL STABILITY
Objectives
A.
Build budget to reflect anticipated growth
Strategy
1.
2.
B.
Solicit corporate support
1.
2.
3.
C.
Maximize Board and major donor
contributions
1.
2.
Set fundraising goals
a. Analyze revenue potential from
memberships, corporations and
special event
b. Create revolving fund
Budget adopted by Board
Who
When
Cindy
Carol
Annually,
beginning of each
year
Comm./Prop. Comm.
Carol
Compile list of potential corporate
sponsors and contributors for
signature event
a. Circulate list at Board meetings for
personal contacts
Develop supporting materials as needed
a. Seek funding
Monitor response
a. Maintain accurate records of
requests
b. Timely thank you’s
c. Ongoing cultivation of relationship
with sponsors to periodically
update/invite to educational
events
Cindy/Mary
Compile and maintain comprehensive list
of former board members and major
donors
a. Circulate at Board meetings
Launch annual campaign
a. Personalize letters with notes from
board members
b. Board members call donors to
develop ongoing relationship
Committee
Cindy/Mary
Committee
Committee
Fall 2012
Annually,
beginning of each
year
Annually each
spring
Ongoing with
requests
Spring 2013
Resource Development Committee
Preserve Granbury, Page 2
Cindy Peters, Chair
Claudia Southern
Carol Langley
John Lewis
Preserve Granbury, Page 3
Goal 1:
ENSURE FINANCIAL STABILITY (cont.)
Objectives
D.
Earn income from signature event
(Party on the Peak)
Strategy
1.
2.
3.
.
Assess opportunities for increasing profit
a. Determine new sponsorship
opportunities
Make recommendations on future events to
full board
a. Cultivate potential volunteer
leadership – chair, committee
b. Coordinate with Org. Visibility
Committee
Develop a marketing/sales campaign for
book
a. Local merchants, county outlets
b. Website
c. Membership events
Who
When
Committee
Annually
Committee
2013
Dee
Ongoing
Preserve Granbury, Page 4
Goal 2:
INCREASE COMMUNITY AWARENESS BY PROMOTING MISSION THROUGH
EDUCATIONAL ACTIVITIES AND PROGRAMS
Objectives
A.
Grow Membership
Strategy
1.
2.
3.
4.
5.
6.
7.
Set membership goals
a. 2012 – 100 members
b. 2013 – 125 members
c. 2014 – 175 members
Implement renewal system
a. Determine present unpaid (2012)
members and send renewal
postcard/email reminder /
personal phone call
Implement a membership campaign
a. Build a prospect list including
former board members, past
members, residents of historic
districts
b. Target like organizations
- City of Granbury and Hood
County Historical Commissions
- Gemological Society
- DAR/DRT
- Hood County Jail
- Langdon Center
- Elected Officials
- Bridge Street History Center
Design collateral
a. Include personal notes to
encourage joining/renewing
Create mailing labels with expiration date
Manage membership campaign
a. Maintain database
b. Timely thank you’s
c. Invitation to join committees
Engage members in volunteer activities
a. Develop job descriptions
b. Use website to recruit
c. Invitation to join committees
Who
When
Dee
Immediately
Dee/Mary
Immediately
Dee/Mary
Immediately
Dee/Scott/Mary
Immediately
Mary
Dee/Mary
Immediately
Immediately
Committee
Ongoing
Preserve Granbury, Page 5
Organizational Visibility Committee
Linda Preston, Chair
Scott Young
Janice Horak
Dee Gormley
Preserve Granbury, Page 6
Goal 2:
INCREASE COMMUNITY AWARENESS BY PROMOTING MISSION THROUGH
EDUCATIONAL ACTIVITIES AND PROGRAMS (cont’d.)
Objectives
B.
C.
Maximize website effectiveness
Promote historic preservation to
membership
Strategy
1.
1.
2.
3.
Evaluate website against Best Practices:
a. Donor-friendly site
b. Media-friendly site
c. Volunteer-friendly site
d. Purpose is immediately apparent
e. Content takes center stage
f. Website is consistent with other
promotional materials: consistent
brand
g. What is the site’s primary purpose?
-allow members to stay updated
-solicit donations
-recruit new volunteers/members
-raise community awareness
Offer quarterly Lunch & Learn program
a. Determine topics, secure speakers
b. Publicize series to membership in
January
c. 2012 series might include
Courthouse, Yates Cabin, Bridge
Street history and Mary’s
presentation
Expand to Monthly series
a. Determined by 2012 attendance
b. Volunteers available to organize,
promote and manage
Organize awards presentation in May at
annual meeting (Preservation month)
a. Target marketing efforts to
members of related organizations
b. Preservation expert as speaker
c. Recognize local preservation
champions
Who
When
Scott
Summer
Contract with
Amy Klemer or
another website
manager
Linda
Summer
Linda /Diane/Dee
May
Preserve Granbury, Page 7
Goal 2:
INCREASE COMMUNITY AWARENESS BY PROMOTING MISSION THROUGH
EDUCATIONAL ACTIVITIES AND PROGRAMS (cont’d.)
Objectives
D.
Develop activities for Preserve Granbury
members and friends (prospective
members)
Strategy
1.
Offer a “Behind the Scenes” tour of a
newly restored home or building
a. Wine and cheese reception
b. Capture names of new “friends” to
recruit as members
c. Offer as benefit of membership
d. Sell books
Who
When
Committee
2013
2.
Stage Interview with Mary Lou Watkins
play
a. Invite members
b. Invite targeted potential members
from like organizations
3.
4.
Offer “how to’s” technical workshops for
members/property owners
a. Tax credits
b. Materials reuse
c. Economic benefits of preservation
Promote membership
a. Capture emails
b. Follow up
Preserve Granbury, Page 8
Goal 3:
BUILD AN EFFECTIVE BOARD
Objectives
A.
Monitor board member participation
Strategy
1.
2.
3.
B.
Expand representation on the Board and
Committees
1.
2.
3.
C.
Conduct Orientation for new board
members
1.
Who
When
Assign all board members to a committee
or task force
a. Recruit by-laws task force
b. Recruit Advocacy Committee;
name Chair
c. Assist Diane Lock with recruiting
new Properties Committee
Review attendance
a. encourage active involvement
Determine level of Board giving
Cindy/Claudia
Immediately
Cindy/Claudia
Late 2012/2013
Cindy/Claudia
Immediately
Committee
Ongoing
Committee
Spring each year
Recruit board members who will
strengthen weak areas (geographic,
political, fundraising, skill-specific)
Recruit officers
a. President-elect, secretary, treasurer
Engage members
a. Recruit on website
b. Personal invitation to join
committees
Committee
Ongoing
Committee
Early 2013
Committee
Ongoing
Committee/Mary
Immediately
Update organizational information in
manual
a. History of Preservation Granbury
b. Roster of officers and directors
c. Annual board meeting schedule
with dates and location
d. Budget
e. Strategic plan
f. Bylaws
g. IRS designation
h. Texas Franchise tax designation
i. Annual report
j. Charter
k. Website info
l. Advocacy policy
m. D&O policy
Preserve Granbury, Page 9
Board Development Committee
Cindy Peters, Chair
Diane Lock
Janice Horak
Preserve Granbury, Page 10
Goal 3:
BUILD AN EFFECTIVE BOARD (cont.)
Objectives
D.
Annually review the Strategic Plan
Strategy
1.
2.
3.
4.
E.
Meet organizational staff needs
1
2.
Adopt plan
Review progress with each committee
a. committee reports at every Board
meeting
b. circulate committee reports among
full Board to strengthen
communication and coordination
Make recommendations for adjustments
Hold bi-annual board retreat to update
strategic plan
Determine Executive Director staffing
needs
a. funding required to support staff
Conduct annual review of ED
Who
When
Committee
Committee
Immediately
Ongoing
Committee/Entire
Board
Fall 2013
Exec. Committee
By June 2012
Preserve Granbury, Page 11
Goal 4:
POSITION PRESERVE GRANBURY TO EFFECTIVELY ADVOCATE FOR COMMUNITY
PRESERVATION
Objectives
A.
Identify key issues and recommend
position statements for Board approval
Strategy
1.
2.
3.
B.
Work with other organizations in
supporting or opposing issues of mutual
interest
1.
2.
3.
4.
Develop “intervention policies” to help
guide decisions
a. Consider level of time and
resources required
b. Create criteria for involvement
with threatened properties
c. Seek Board approval
Seek Board approval for official positions
a. Goal of consensus
b. Executive Director is the official PG
spokesperson
Attend regular meetings with
city/county administration and elected
officials
Who
When
Appoint Chair
Recruit Committee
Assess appropriate level of involvement
a. Inform Board
b. Encourage membership in PG
Establish network of neighborhood
groups
a. Develop a mobilization process
Cultivate preservation champions and
recognize
a. Invite to Annual Meeting for
formal recognition
b. Educate candidates and elected
and appointed officials
Promote PG through website and social
networking
a. Coordinate with Organizational
Visibility for messaging
consistency
Preserve Granbury, Page 12
Goal 4:
POSITION PRESERVE GRANBURY TO EFFECTIVELY ADVOCATE FOR COMMUNITY
PRESERVATION
Objectives
C.
Represent interests of Preserve Granbury
Strategy
1.
2.
3.
D.
Select and publicize Places in Peril
1.
2.
4.
5.
Who
When
Educate membership about advocacy
agenda through website
a. Increased public awareness
Establish channels of communication
with local media
a. Maximize educational and
constituency building
opportunities
Executive Director is the official
spokesperson
Advocacy Committee
Solicit public input for nominations
Plan roll-out announcement with
Organizational Visibility Committee
Announce at Annual Meeting
Promote aggressively
Advocacy Committee
Preserve Granbury, Page 13
Goal 5:
SERVE AS CLEARING HOUSE FOR CULTURAL HERITAGE PRESERVATION IN
COMMUNITY
Objectives
A.
Work on Rehabilitation of Buildings at
Lambert Branch Park
Strategy
1.
2
B.
Compile a targeted inventory of
preservation opportunities
3.
1.
2.
3.
4.
5.
Complete Lambert Branch Park
Preservation Plan with Parks Board
Meet with City, use plan to prioritize and
begin rehab work
Begin rehabilitation work on buildings
Design survey tool to assess buildings
a. Historical significance
b. At risk
c. Available
d. Board interest:
-Lambert Branch
-St. Helen’s Building
-Printing equipment for Moore
Plumbing and Crockett Printing
-Langdon Center
-Iron Horse Inn
-Cogdill House
-Courthouse Roof
-Opera House
Recruit volunteers through newsletter
and website
Provide training for survey volunteers
Conduct survey
Publicize findings in appropriate media
outlets
a. Share with membership
b. Arrange for a feature story in
local/regional papers
c. Post on website
Who
When
Diane/Mary
Summer 2012
Diane/Mary
Summer 2012
Diane/Mary/Board
Committee
Autumn 2012
Ongoing
Preserve Granbury, Page 14
C.
Develop a master plan for acquisitions
1.
2.
3.
Determine financial resources necessary
for phased purchases—Develop
revolving fund
a. Identify diverse sources of revenue
b. Explore tax credit opportunities
Seek partnerships for projects
a. Evaluate potential partners
b. Develop strategies for cultivation
Present master plan to Board for approval
Diane/Mary/
Resource
Development
Committee
Fall 2012
Diane/Committee
Fall 2012
Properties Committee—Diane Lock, Chair; Mary Saltarelli
Preserve Granbury, Page 15