FINZ STRATEGIC PLAN 2014 - 2018

GOAL / STRATEGY / TACTICS / KPIs 2014 / KPIs by 2018
Advocacy
Create an environment in which
Charity fundraising and philanthropy can thrive / (1) Lobby relevant Govt. departments,in particular IRD and DIA, MPs and local authorities to create best legislative environment for charities
(2) Create opportunities to present positive messages to media
(3) work with key partners to promote philanthropy and the charity sector / (1) Get fundraisers on immigration list (ANZSCO)
(2) Lobby DIA to require charities to provide outcomes related information
(3) Through Hansard keep in touch with policy and legislative changes
(1) Prepare and implement a media plan
(2) media policy for FINZ to be developed
Collaborate with PFRA, IAC, FINZNET, Angoa to develop an annual work plan / (1) Prepare case for fundraisers to be added to list
(2) Prepare case
and raise it at quarterly meetings
(3) Maintain quarterly meetings with DIA and semi-annual meeting with IRD and make submissions as appropriateand other meetings as required.
Prepare a plan
Annual work plan agreed and implemented / Fundraisers added to ANZSCO immigration listin 2015-6.
DIA require charities to include outcome reporting along with financial reporting
FINZ successfully contribute to policy & legislation to protect & advance members interests.
By 2018 Media monitoring in place and shows favourable coverage regionally and nationally
A partnership with the charity retail sector established
Ethics, Education & Training
Upskill the fundraising industry to increase professional practice.
To improve FINZ’s code of professional conduct, ethics and standards / (1) Annual programme for junior, intermediate and senior fundraisers developed in conjunction with divisions and branches
(2) Investigate interest in related training such as communications, finance, governance, social media, organisational development
(3) Increase participation in higher professional standards of Certificate and then Diploma & CFRE and recognition among employers
The Ethics Committee to undertake thetri-annual review of current standards
Promote revised standards to members and associated partners PFRA etc. / Develop annual plan for 360/180 & Conference, Master classes and regional lunch events and informal learning implemented
Meet with fundraisers and CEOs to ascertain organisational needs and then prepare appropriate plan of training
Continue to update Certificate and finalise Diploma with FIA
Promote CFRE certification to NZ fundraisers, CEOs and HR managers
Maintain active role on CFRE IAC with representatives from CFRE PNOs
The Ethics Committee to consult with sector to complete triennial review and reflect changing modes of operation
Update on website and communicate to members / Training attendance increases 5% and within annual budget
Conference attendance to increase by 10%
Hold conversations I AK, WGTN & CHCH to
determine how FINZ can support the charity sector in a wider context
Maintain current Certificate training and assist the introduction of the Diploma with the FIA.
2 active promotions to FINZ members, 5 new CFREs certified pa and 90% renewal rate less retirements.
FINZ reps participate regularly in CFRE international meetings in person or online
Review completed and DIA advised
Completed by 2014 / Attendance increases 5% year on year and within budget.
Standards improved as measured by fewer public complaints & increased charity income.
Plan implemented that meets the changing needs of charity sector and expands membership base
Participation in Certificate and Diploma and CFRE increases 10% p.a.
Study support programme/buddy system in place by 2016
Review completed for 2017 and DIA advised.
Completed by 2017
Building a Sustainable FINZ / (1) Grow membership
(2) Extend the membership support network throughout NZ
(2) Grow income through memberships, sponsors & adverts.
(3) Ensure staff have necessary competencies, skills & training to meet organisational demands
(4) Ensure we have the required technology to service our industry and members
(5) Carver Governance Model Upheld / Employ staff member to expand membership base
Arrange self sustaining networks in the main provincial cities in addition to the main centres
Prepare five year business plan & budget
Match staff to 5 year plan and employ and train staff to meet plan requirements
Implement a new cloud based membership system for FINZ
Trustees trained in Carver Model / Target for 2014
400 indmembs
300 org membs
Scope membership potential in the regions and develop workplan
Plan completed
Staff training provided
To be implemented this year
CEO complies with the Board’s Global Ends / Target for 2018
500 ind members
500 org members
Regiona for support identified and implemented
Plan Income target achieved & reserves to cover 3 months operations
High performing staff support CEO in delivering 5 year plan
To be reviewed and maintained to ensure we are offering the most modern services.
Thorough understanding of Carver among trustees and CEO. CEO meets compliance requirements at each board meeting.