Grow Where You’re Planted Best Practices in the USGBC Chapter Network GEARUP ! 2013

1. Grow Where You’re Planted Best Practices in the USGBC Chapter Network GEARUP! 2013

2. Your presenters: • Doug Widener, USGBC, Moderator • Nancy Olah, USGBC-North Carolina Chapter, Strategic Planning • Monica Rokicki, USGBC-Southwest Virginia Chapter, Member/Volunteer Engagement • Chris Zitelli, USGBC-Kentucky Chapter, Partnerships • Doug Widener, USGBC, Fundraising

3. What we’ve heard/know: • Strategic Plan – Key to establishing vision, mission, and direction and for engaging stakeholders in meeting the mission. How to ‘live it’ every day is hard, but key to success. • Volunteers - Volunteer burnout and engagement issues prevalent network-wide. • Partners - Need to garners wider support (and help) in meeting mission and being visible. • Fundraising – Top issues among chapters (second is volunteer burnout). Economy has changed and we are challenged to adapt.

4. Strategic Planning • Nancy Olah – USGBC-North Carolina Chapter

5. Gear Up: Grow Where you’re Planted - Strategic Planning SerC LEADERSHIP Summit – April 19, 2013 Nancy Olah Secretary, USGBC North Carolina

6. Strategic Planning a process, not a one day event • Charlotte Region Chapter (CRC) • Strategic plan was drafted in 2007 when chapter was very young • 2010 – Chapter had grown tremendously – different needs vs. 2007 • What we tried that didn’t work Revise old plan Borrow another chapter’s plan and change the names Look at several chapters’ plans and try to do an amalgam

7. What worked for us • Difficult to get entire Board to focus on planning • Five Board members volunteered to commit time Formed a Task Force Clear authority from the Board • Recruited a corporate partner that specialized in business planning MLC Group, LLC In-kind platinum partnership trade

8. Our Planning Steps • Seven planning sessions in a three month period with homework after every three-hour session • Vision and Issues Brainstorming - March • Vision and Current State - March • Gap Analysis – Review all Disciplines of the Organization – April (2 sessions) • Strategic Goals and Objectives • Strategic Goals, Objectives and Action Plan • Executive Plan and Dashboard • Board Review and Approval - August • Board Retreat and Execution Strategy Session

9. Our steps • Agreed on a Work Schedule • Engage others • Member survey (no more than 10-12 questions) • Develop Long Term Vision (2020 vision) • Web-based and visible • Simple and Easy to Understand • Measurable (SMART goals) S – specific M – measurable A – achievable R – realistic and relevant T – timely - set time for completion

10. Visioning • Graphic Visualization Presentations of our Vision • “Key Words” that inspired our Vision • What will Charlotte Region look like in 2020? • Asked “What does success look like for us?” • Vision Statement: THE Resource for Sustainable Development in the Carolinas • Tagline: Build Green. Teach Green. Live Green.

11. OUR FOUR STRATEGIC GOALS • Clear Voice – We are recognized as the most credible resource for sustainable development throughout our region.

12. OUR FOUR STRATEGIC GOALS • Membership Value – Our members recognize the value of belonging to our chapteras active and engaged volunteers because we are the preeminent professional organization in the sustainable building community

13. OUR FOUR STRATEGIC GOALS • Dynamic Leadership and Volunteer Opportunities – We have a sustainable infrastructure of human capital consisting of • Committed Volunteers, • Qualified Board and Committee Leaders, • Strategic Succession Planning and • Volunteer Support and Recognition

14. OUR FOUR STRATEGIC GOALS • Financial Stability - We have diverse, stable and sustainable financial resources with five key revenue streams including: • Grants, • Loyal Sponsors, • Committed Donors, • Membership Dues and • Educational Programs and Events

15. Develop Sub-Goals for each strategic goal Member Value – strategic sub-goals • We provide comprehensive educational opportunities • We provide meaningful volunteer opportunities • We foster member-to-member business connections • We broaden the diversity of our membership base

16. Each Sub-Goal has key tactics – and a champion Tactics for providing comprehensive educational opportunities • Conduct a membership survey to determine program relevance • Identify industry trends to develop new programming (taking into account regional and national trends) • Partner with university educational programming • Explore cross-pollination with affiliate professional organizations’ continuing educational programming • Research hiring internal or outsourced Education Manager Champion – Programs Chair

17. Each tactic has key metrics • Committee or Task Leader • Start Date • Completion Date • Percentage Completed • Resources/Notes Success Measurement

20. Questions? • Copies posted on Yammer • strategic plan • Dashboard • Scorecard Nancy Olah nancyolah@parkerpoe.com 704-335-9506 (office) 704-779-0397 (home)

21. Member/Volunteer Engagement • Monica Rokicki– USGBC Southwest Virginia Chapter

22. Southwest Virginia Chapter

23. GREEN SCHOOLS for Every Child in Southwest Virginia

24. USGBC SWVA GREEN SCHOOLS CHALLENGE Devise and implement, with the help of professional green mentors & shadows, the most creative, effective and no or low cost sustainable practices for their schools & communities. 2010-2011 Pilot Program

25. Energize sustainable curriculum in the school systems Lower school operating & maintenance costs Reduce carbon footprint Increase facilities indoor air quality Improve the learning & teaching environment Conserve our natural resources Encourage students to think creatively about sustainability Promote environmental stewardship in our communities Encourage the school to be the community epicenter Create a generation of environmentally conscious adults Engage the business community and building industry to help the students green their schools GREEN SCHOOLS CHALLENGE GOALS

26. Virginia School Board Association (VSBA) Virginia Association of School Superintendents (VASS) Local Schools AIA Chapter CSI Chapter Home Builders Association Colleges & Universities Virginia Chapters PARTNERS

27. $8,000 USGBC 2010 Grant • USGBC Southwest Virginia • Hampton Roads Green Building Council • James River Green Building Council • National Capital Region

28. PILOT GSC TIME LINE

29. Green Schools Challenge Judging Criteria Apply to Each Age Level Awards Goal Possible Points 1 Measured Performance To what extent does the project conserve resources or otherwise encourage sustainability (e.g. quantify electricity use before and after initiating the project)? 15 2 Project Documentation Has the school adequately explained and documented the concept and performance of their project? 10 3 Perpetuation Has the school devised a plan to perpetuate the project or will it be forgotten soon after the contest ends? Have the project goals and ideals been incorporated into the curriculum at the school and is there a commitment to maintain and enhance the project in the future? 20 4 Creativity Has this project sparked the imagination of the participants and resulted in unique or unusual ideas? Was the project student driven versus teacher and mentor driven? Has this project influenced any other conversations, projects, curricula, or actions within the school and community? 15 5 Communication Have the goals and actions of this project been sufficiently communicated to students within the entire school and to students at other schools? Is there an ongoing effort to communicate and foster the project's objectives inside and outside the school? 15 6 Greater Community Involvement Has this project attempted to involve the greater community and how successful were they? Have the efforts of this project influenced the greater community? 15 7 Miscellaneous Other items not listed above give strength to this project? 10 Total Possible Points 100 1 15 2 10 3 CREATIVITY & PERPETUATION 20 4 15 5 15 6 15 7 10

30. CALL FOR GREEN MENTORS/SHADOWS Architects Engineers Builders Developers College Students LEED APs

31. MENTOR RESPONSIBILITIES Provide sustainability expertise and guidance Complement teachers’ efforts Commit to a min 4 hrs/mo within assigned school Help students & teachers green their schools for little or no cost Help garner special recognition in the Green Schools Challenge Attend a 4-hour mentor training workshop

32. PANEL OF JUDGES: Jeff Bain, VSBA President Chuck Saylors, National PTA President Victoria Waters, Green Education Foundation President Emily Knupp, USGBC Center for Green Schools Michelle Clevordon: Senior at Radford University

33. SUMMARY • 33 Schools Signed Up • 47 Mentors/Shadows Volunteered • 20 Schools Submitted Projects • 14 Schools Presented at VASS • 6 Schools Awarded Plaques • Certificates to All Schools/Mentors

34. GREEN SCHOOLS CHALLENGE FINALE

35. GREEN STUDENTS IN EVERY SWVA SCHOOL WITHIN THIS GENERATION

36. Partnerships • Chris Zitelli– USGBC Kentucky Chapter

37. April 19th, 2013 Gear Up Chris Zitelli SERC-Community Outreach Chair

38. Community Outreach • Many conversations about membership diversity, public brand, social equity, tangible products to leverage for fundraising • Weatherization is one answer • Beyond window plastic and weather stripping • Started with a playbook that seems solid • Bryan Cordell Sustainability Institute, S.C. • “

39. Mission The purpose of these region wide projects will be to make significant, positive impacts within our communities and to engage partnerships that will diversify participation within our Chapter organizations and make the mission and work of USGBC more inclusive of a diversity of audiences.

40. Goals • -These projects present an opportunity to build partnerships between our USGBC Chapters and a variety of important audiences – diverse communities, building professionals, energy raters, volunteers, etc. • (1) EDUCATION; Purpose is to make this a learning opportunity for all participants, families and volunteers. • (2) DATA COLLECTION; Purpose to collect data from each home both for the purposes of understanding the impacts of residential energy use in our southeast region as well as for measuring the positive impact of our service projects.

41. Goals Cont. (3) Partnership Building- Purpose is to establish long-term, working relationships with underserved communities within our Chapter and to get a diversity of professionals working around a common goal of address a significant community issue/need. An objective for partnership building is to think beyond this one service opportunity and to figure out to continue partnerships with underserved communities and build upon the service opportunity to create long term relationships centered around shared values.

42. Chapter Capacity • (a) Designated ‘Project Coordinator’; • (b) Partner HERS Rater (Comprehensive HERS Rater) & or BPI Building Analyst that is responsible for project management; • (c) Partner 501c3, nonprofit organization that is willing to help secure a home/family to assist and that is insured and will accept liability for the project. A list of suggested partner organizations will be provided to Chapters; • (d) Volunteers; • (e) The ability to secure materials and supplies either through donation or purchase.

43. Examples of Partners • - Ky Chapter, KY- Project Warm, YouthBuild Louisville, Graber Insealation, Habitat for Humanity of Metro Louisville, Utilities Provider (LG&E) (We Care) (equipment, safety, additional audit), Ecos Materials & Services • -TN- Socially Equal Energy Efficient Development (SEEED), Knoxville Housing Partnership, Home Depot, Pro-Foam, Trane, Energy Efficiency of Tenn, TN Waste, Knoxville-Knox County CAC,

44. Data Expectations • Test in- Test out • HERS numbers • Estimated energy savings • Infiltration and duct leakage • Successes AND Failures • Lessons learned

45. EXAMPLES OF RESULTS • TN- HERS- 139 to 112; 68% reduction in infiltration; 29% reduction in duct leakage; annual energy savings of $275 • KY- HERS 213 TO 157, 15% reduction in infiltration, ducts not addressed, new furnace, combustion ventilation fixed, gas leaks fixed, $643 annual savings

46. What do we accomplish? • Public Brand- donations, membership • Real impact that can be understood • Social Equity • Partner building • Diversification of chapter membership • Additional volunteer engagement opportunities • Quality data for all • Greater opportunities for chapter partners

47. Lessons Learned • -Plan further out, make initial inspections early • -fundraise, early • -close supervision • -better regional coordination • -need for info clearinghouse • -consistency of program implementation • -QAD for projects • -example of contracts, agreements, insurance, liability • Waivers, etc.

48. USGBC Kentucky Chapter USGBCKentucky.org Greg Saylor, gregs@arrowelectric.com Chris Zitelli, cezitelli@bellsouth.net