Preserve Granbury

Mission Statement: Preserve Granbury preserves and promotes
the historic integrity of our community.

Adopted 3-28-09

2012-2015 Goals

Priorities / Goals and Objectives
Resource Development / Ensure financial stability
A. / Build budget to reflect anticipated growth
B. / Maximize Board and major donor contributions
C. / Earn income from special events and book sales
Organizational Visibility / Increase community awareness by promoting mission through educational activities and programs
A. / Grow membership
B. / Maximize website effectiveness
C / Promote historic preservation to membership
D. / Develop new activities for members and friends
Board Development / Build an effective board
A. / Monitor board member participation
B. / Expand representation on the Board and Committees
C. / Conduct Board orientation
D. / Review the Strategic Plan – annually
E. / Meet organizational staff needs
Advocacy / Position Preserve Granbury to effectively advocate for community preservation
A. / Identify key issues and recommend position statements for Board approval
B. / Work with other organizations in supporting or opposing issues of mutual interest..
C. / Represent interests of Preserve Granbury
D. / Select and publicize Places in Peril
Properties / Serve as the clearing house for cultural heritage preservation in the community
A. / Compile a targeted inventory of preservation opportunities
B. / Develop a master plan for acquisitions

Goal 1:ENSURE FINANCIAL STABILITY

Objectives / Strategy / Who / When
A. / Build budget to reflect anticipated growth / 1.
2. / Set fundraising goals
  1. Analyze revenue potential from memberships, corporations and special event
  2. Create revolving fund
Budget adopted by Board / Cindy
Carol
Comm./Prop. Comm.
Carol / Annually, beginning of each year
Fall 2012
Annually, beginning of each year
B. / Solicit corporate support / 1.
2.
3. / Compile list of potential corporate sponsors and contributors for signature event
  1. Circulate list at Board meetings for personal contacts
Develop supporting materials as needed
  1. Seek funding
Monitor response
  1. Maintain accurate records of requests
  2. Timely thank you’s
  3. Ongoing cultivation of relationship with sponsors to periodically update/invite to educational events
/ Cindy/Mary
Cindy/Mary
Committee
Committee / Annually each spring
Ongoing with requests
C. / Maximize Board and major donor contributions / 1.
2. / Compile and maintain comprehensive list of former board members and major donors
  1. Circulate at Board meetings
Launch annual campaign
  1. Personalize letters with notes from board members
  2. Board members call donors to develop ongoing relationship
/ Committee / Spring 2013

Resource Development Committee

Cindy Peters, Chair

Claudia Southern

Carol Langley

John Lewis
Goal 1: ENSURE FINANCIAL STABILITY (cont.)

Objectives / Strategy / Who / When
D. / Earn income from signature event (Party on the Peak) / 1.
2.
3.
. / Assess opportunities for increasing profit
  1. Determine new sponsorship opportunities
Make recommendations on future events to full board
  1. Cultivate potential volunteer leadership – chair, committee
  2. Coordinate with Org. Visibility Committee
Develop a marketing/sales campaign for book
  1. Local merchants, county outlets
  2. Website
  3. Membership events
/ Committee
Committee
Dee / Annually
2013
Ongoing

Goal 2:INCREASE COMMUNITY AWARENESS BY PROMOTING MISSION THROUGH EDUCATIONAL ACTIVITIES AND PROGRAMS

Objectives / Strategy / Who / When
A. / Grow Membership / 1.
2.
3.
4.
5.
6.
7. / Set membership goals
  1. 2012 – 100 members
  2. 2013 – 125 members
  3. 2014 – 175 members
Implement renewal system
  1. Determine present unpaid (2012) members and send renewal postcard/email reminder / personal phone call
Implement a membership campaign
  1. Build a prospect list including former board members, past members, residents of historic districts
  2. 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
  1. Include personal notes to encourage joining/renewing
Create mailing labels with expiration date
Manage membership campaign
  1. Maintain database
  2. Timely thank you’s
  3. Invitation to join committees
Engage members in volunteer activities
  1. Develop job descriptions
  2. Use website to recruit
  3. Invitation to join committees
/ Dee
Dee/Mary
Dee/Mary
Dee/Scott/Mary
Mary
Dee/Mary
Committee / Immediately
Immediately
Immediately
Immediately
Immediately
Immediately
Ongoing

Organizational Visibility Committee

Linda Preston, ChairScott Young

Janice Horak

Dee Gormley

Goal 2:INCREASE COMMUNITY AWARENESS BY PROMOTING MISSION THROUGH EDUCATIONAL ACTIVITIES AND PROGRAMS (cont’d.)

Objectives / Strategy / Who / When
B. / Maximize website effectiveness / 1. / Evaluate website against Best Practices:
  1. Donor-friendly site
  2. Media-friendly site
  3. Volunteer-friendly site
  4. Purpose is immediately apparent
  5. Content takes center stage
  6. Website is consistent with other promotional materials: consistent brand
  7. What is the site’s primary purpose?
    -allow members to stay updated
    -solicit donations
    -recruit new volunteers/members
    -raise community awareness
/ Scott
Contract with
Amy Klemer or another website manager / Summer
C. / Promote historic preservation to membership / 1.
2.
3. / Offer quarterly Lunch & Learn program
  1. Determine topics, secure speakers
  2. Publicize series to membership in January
  3. 2012 series might include Courthouse, Yates Cabin, Bridge Street history and Mary’s presentation
Expand to Monthly series
  1. Determined by 2012 attendance
  2. Volunteers available to organize, promote and manage
Organize awards presentation in May at annual meeting (Preservation month)
  1. Target marketing efforts to members of related organizations
  2. Preservation expert as speaker
  3. Recognize local preservation champions
/ Linda
Linda /Diane/Dee / Summer
May

Goal 2:INCREASE COMMUNITY AWARENESS BY PROMOTING MISSION THROUGH EDUCATIONAL ACTIVITIES AND PROGRAMS (cont’d.)

Objectives / Strategy / Who / When
D. / Develop activities for Preserve Granbury members and friends (prospective members) / 1.
2.
3.
4. / Offer a “Behind the Scenes” tour of a newly restored home or building
  1. Wine and cheese reception
  2. Capture names of new “friends” to recruit as members
  3. Offer as benefit of membership
  4. Sell books
Stage Interview with Mary Lou Watkins play
  1. Invite members
  2. Invite targeted potential members from like organizations
Offer “how to’s” technical workshops for members/property owners
  1. Tax credits
  2. Materials reuse
  3. Economic benefits of preservation
Promote membership
  1. Capture emails
  2. Follow up
/ Committee / 2013
Goal 3:BUILD AN EFFECTIVE BOARD
Objectives / Strategy / Who / When
A. / Monitor board member participation / 1.
2.
3. / Assign all board members to a committee or task force
  1. Recruit by-laws task force
  2. Recruit Advocacy Committee; name Chair
  3. Assist Diane Lock with recruiting new Properties Committee
Review attendance
  1. encourage active involvement
Determine level of Board giving / Cindy/Claudia
Cindy/Claudia
Cindy/Claudia
Committee
Committee / Immediately
Late 2012/2013
Immediately
Ongoing
Spring each year
B. / Expand representation on the Board and Committees / 1.
2.
3. / Recruit board members who will strengthen weak areas (geographic, political, fundraising, skill-specific)
Recruit officers
  1. President-elect, secretary, treasurer
Engage members
  1. Recruit on website
  2. Personal invitation to join committees
/ Committee
Committee
Committee / Ongoing
Early 2013
Ongoing
C. / Conduct Orientation for new board members / 1. / Update organizational information in manual
  1. History of Preservation Granbury
  2. Roster of officers and directors
  3. Annual board meeting schedule with dates and location
  4. Budget
  5. Strategic plan
  6. Bylaws
  7. IRS designation
  8. Texas Franchise tax designation
  9. Annual report
  10. Charter
  11. Website info
  12. Advocacy policy
  13. D&O policy
/ Committee/Mary / Immediately

Board Development Committee

Cindy Peters, Chair

Diane Lock
Janice HorakGoal 3:BUILD AN EFFECTIVE BOARD (cont.)
Objectives / Strategy / Who / When
D. / Annually review the Strategic Plan / 1.
2.
3.
4. / Adopt plan
Review progress with each committee
  1. committee reports at every Board meeting
  2. circulate committee reports among full Board to strengthen communication and coordination
Make recommendations for adjustments
Hold bi-annual board retreat to update strategic plan / Committee
Committee
Committee/Entire Board / Immediately
Ongoing
Fall 2013
E. / Meet organizational staff needs / 1
2. / Determine Executive Director staffing needs
  1. funding required to support staff
Conduct annual review of ED / Exec. Committee / By June 2012

Goal 4:POSITION PRESERVE GRANBURY TO EFFECTIVELY ADVOCATE FOR COMMUNITY PRESERVATION

Objectives / Strategy / Who / When
A. / Identify key issues and recommend position statements for Board approval / 1.
2.
3. / 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 / Appoint Chair
Recruit Committee
B. / Work with other organizations in supporting or opposing issues of mutual interest / 1.
2.
3.
4. / 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

Goal 4:POSITION PRESERVE GRANBURY TO EFFECTIVELY ADVOCATE FOR COMMUNITY PRESERVATION

Objectives / Strategy / Who / When
C. / Represent interests of Preserve Granbury / 1.
2.
3. / 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
D. / Select and publicize Places in Peril / 1.
2.
4.
5. / Solicit public input for nominations
Plan roll-out announcement with Organizational Visibility Committee
Announce at Annual Meeting
Promote aggressively / Advocacy Committee

Goal 5:SERVE AS CLEARING HOUSE FOR CULTURAL HERITAGE PRESERVATION IN COMMUNITY

Objectives / Strategy / Who / When
A. / Work on Rehabilitation of Buildings at Lambert Branch Park / 1.
2
3. / 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 / Diane/Mary
Diane/Mary
Diane/Mary/Board / Summer 2012
Summer 2012
Autumn 2012
B. / Compile a targeted inventory of preservation opportunities / 1.
2.
3.
4.
5. / Design survey tool to assess buildings
  1. Historical significance
  2. At risk
  3. Available
  4. 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
  1. Share with membership
  2. Arrange for a feature story in local/regional papers
  3. Post on website
/ Committee / Ongoing
C. / Develop a master plan for acquisitions / 1.
2.
3. / Determine financial resources necessary for phased purchases—Develop revolving fund
  1. Identify diverse sources of revenue
  2. Explore tax credit opportunities
Seek partnerships for projects
  1. Evaluate potential partners
  2. Develop strategies for cultivation
Present master plan to Board for approval / Diane/Mary/
Resource Development Committee
Diane/Committee / Fall 2012
Fall 2012

Properties Committee—Diane Lock, Chair; Mary Saltarelli

Preserve Granbury, Page 1