1. John Day River Territory
January 2011

2. AGENDA am
THIS MORNING: from 9:00am to 12:00 pm
Teaming up for Success
– Working together to get things done
– Building a team, keeping it going
– Four Rules of a Successful Collaboration
– Set up your Team

3. AGENDA pm
THIS AFTERNOON: from 1:00 to 4:00 pm
Fundraising for your Tourism Project(s)
• Fundraising key principles & strategies
• Specific sources of funding for tourism
• Draft fundraising action plan for your Team

4. A to Z
Complete A …to Z
(10 minutes)
Using objects you have ON
YOU (backpack, purses OK)
at your table.
First group to finish shout!

5. TEAM
A small number of people with
complementary skills who are
committed to a common
purpose, performance goals,
and approach for which they are
mutually accountable.

6. COLLABORATION
“A mutually beneficial and well structured
group of individuals with a common purpose
working to attain results they are more likely
to achieve together, than alone.”

7. COLLABORATIVE EFFORT
A TEAM is the dynamic expression of a
collaborative effort

8. COLLABORATIVE CONTINUUM
LEVEL OF RELATIONSHIP
Collaboration
Partnership
Cooperation
Coordination
Networking

9. A-TEAM or NO-TEAM
What are some benefits and challenges we
encounter when working in a collaboration?
Why collaborate ….. And when?

10. 8 Myths About Collaboration
1. Collaboration is always good.
2. We should all start collaborating…NOW!
3. Collaboration saves money.
4. The parties in a collaboration must have equal power.
5. The main reason to collaborate is because funders like
to fund collaborations.
6. Collaborations must have written agreements.
7. A written agreement is a guarantee against any problem.
8. If you try hard enough, you can make any collaboration
work.

11. LOCAL SUCCESSES
(Activity 12 min)
1. 2 columns sharing examples of Top 3 successful Local
Collaborations in your region and what made them
successful. [10 min]
2. Report back to large group.
List of Collaborations Reasons for their success
1. 1.
2. 2.
3. 3.

12. CHALLENGES
1. 2 columns listing examples of Challenges in your
community and Better Ways to handle such challenges.
2. Report top 3 back to large group.
CHALLENGES BETTER WAYS
1. 1.
2. 2.
3. 3.

13. MAKE it or BRAKE it
(Collaboration Challenges)
•Ideology: often leaves little room for the flexibility
needed
•Leadership: if no one has enough power to bring or
keep the group together …. It may fail.
•Power: we must equally value different powers
•History: historical disagreements make things hard
•Tokenism: funders require teamwork, thus we get
together …..
•Structure: no collaboration can succeed without a
solid structure.

14. STRUCTURE & CONSTRUCTION
“A destination toward which travelers move
together on a ship they built”
• Destination = achieving mutually
beneficial results
• Travelers = teams of individuals
• Ship = well-defined & constructed
relationships and structure

15. CHANGING FOCUS
• Competing building consensus
• Working alone to including others
• Focusing on short to demanding long-
term results

16. SUM is BIGGER single THE PARTS
The bigger picture drives the
TEAM’s actions. Team members
exists to serve the bigger picture.

17. DECISION MAKING
Decision making is a deliberate (mental) processes
leading to the selection of one course of action
(opinion) chosen among several alternatives.

18. TYPES OF DECISIONS

19. DECIDE HOW TO DECIDE
A Decision-Making Protocol is a key element of
group collaboration
Always agree how to decide … before you start!

20. LOST AT SEA

21. ABANDON SHIP!!
If you could bring with you just one
thing, what would it be?
What if you could get 2, 3, 4 ….
things?
Prioritize your list of 14 objects
First [ 3 min.] on your own read Individual
Instructions
Then [15 min] Group Instructions with
your group

22. MAKING GROUP DECISIONS
• What helped make a decision?
• What got in the way?
• Was there much conflict?
• Did you reach consensus? If not?
• Could you apply something from today to
those groups in the future?
• What would you do differently?

23. According the Navy SEALS
1. Shaving mirror
2. Two-gallon can of oil-gas mixture
3. Five-gallon can of water
4. One case of U.S. Army MREs
5. Twenty square feet of opaque plastic
6. Two boxes of chocolate bars
7. Fishing kit
8. Fifteen feet of nylon rope
9. …..

24. FOUR RULES FOR SUCCESFUL
COLLABORATION
1.The scope of the collaborative project is clearly
defined.
•Bouquet of Flowers

25. FOUR RULES FOR EFFECTIVE
COLLABORATION
2. Each partner knows how the collaboration will
advance the interests of his/her organization or
business.
.

26. FOUR RULES FOR EFFECTIVE
COLLABORATION
3. Role and responsibilities have been defined;
mechanisms for communication and joint
accountability are in place.

27. FOUR RULES FOR EFFECTIVE
COLLABORATION
4. The relationship works: there is enough trust and
respect among the key players to support the level
of risk and interdependence involved in the project.

28. STRATEGIES & ACTIONS
(Team process Activity)
• Review – what we have done, seeing, and
learned so far.
• Select – the most practical / beneficial /
doable direction toward which we feel should
move.
• Act – divide in ACTION TEAMS to identify
the next steps necessary to accomplish short and
long term goals.

29. From Session 1of ORTS
During the first week together we have come up –
as a group with some GOALS and potential
STRATEGIES and Actions. Let’s review:

30. JDRT TOURISM
(Strategies & Actions)
•John Day River Territory DMO, website,
marketing materials
• Community Beautification/Revitalize first
impression and community pride
•Asset Mapping

31. Other ORTS FINDINGS
You have also explored other Tourism Development Areas that could be further
developed by your Action Teams
AgriTourism Events Cultural Tourism

32. ACTION TEAMS Ideas
• Recreation Development Plan – including a comprehensive
list of what we have already, put together what we want to build
• Marketing what we have now – can focus on gathering these
assets. Digital media: the website, Brochure ; Define what these activities will
be
• Itinerary Development – could be highly focused on one topical
area, or more broad
• Community Engagement – Business Service
Development – This group would focus on getting businesses together
and recognizing importance tourism
• Signage – bring all three counties together to address signage

33. ACTION TEAMS Ideas
• Marketing
• Experience Creators
– Itinerary Development
– Frontline Staff training
– Signage
– Product Dev.
• Outdoor Recreation
– Development Plan

34. JDRT TOURISM
(Strategies)
Cultural Heritage Tourism
1.Recorded audio tours linking area’s history
(sites, stories, etc)
2.Way of Life visitor experiences packaged
(brochure, website, etc)
3.Explore interest of local farmers/ranchers—
connect with Source Tours
4.Murals—capture, provide info through
various mediums

35. ACTION TEAMS 2
select
Select – the most practical / beneficial / doable
Tourism Development which you feel John Day
River Territory should tackle.[15 minutes]

36. ACTION TEAMS 3
select
Act – divide in ACTION TEAMS to identify the
roles & next steps necessary to accomplish short
and long term goals. [10 minutes]

37. MY ACTION TEAM
TEAM Name: _____________________________
Project/Strategy ___________________________
TEAM Members: _____________________________
Roles: _______________________________________
Next Steps:
A._____________________________________
B.____________________________________
C._______________________________________
Next Meeting: _____________________________

38. LUNCH BREAK
Day
John r
e
Riv tory
i
T e rr

39. FUNDRAISING

40. FUNDRAISING “ in quotes”
Fundraising is the gentle art of teaching the joy of giving.
We should never forget that no Fundraising effort ever
succeeds unless one person asks another person for
money.

41. LOOKING FOR $$
Fundraising make us a sort of
“Financial prospectors”
• What are we seeking
• Where to look
• How to extract (tools, time, efforts)
• …. After we find it …. Take to market

42. RELATIONSHIPS BUILDING
“Whether is called development, advancement,
attracting philanthropic resources, cultivating
voluntary support, or friend raising, the key to
fundraising success is relationship building”
S. Nudd -1991

43. RECIPE FOR SUCCESS
INGREDIENTS:
RIGHT Cause (perceived need)
RIGHT People (staff and volunteers)
RIGHT Structure
RIGHT Amount (research)
PREPARATION:
RIGHT Way (how)
RIGHT Time (when)
RIGHT Presentation (Marketing)

44. KEY FUNDRAISING PRINCIPLES
If you want money, you have to ask for it.
Donors are not ATMs; Thank before ( and after)
you bank.
Most money comes from people and most of
those people are not rich.
Donors have the right to say No.
[FROM Kim Klein]

45. WHO GIVES IN THE US?
Foundations
Corporations Bequests
Individuals

46. 2007 charitable giving
Total = $306.39 billion ($ in billions)
Corporations
$15.69
5.1% Foundations
$38.52
12.6%
Individuals
$229.03
74.8%
Bequests
$23.15
7.6%
Source: Giving USA Foundation / Giving USA 2008

47. Types of recipients of contributions, 2007
Total = $306.39 billion ($ in billions)
International Environment
Arts, culture, affairs and animals
and Foundations Unallocated
$13.22 $6.96 $27.73
humanities 4.3% 2.3% giving
Public- $13.67 9.1% $23.67
society 4.5% 7.7%
benefit
$22.65
7.4%
Religion
Health $102.32
$23.15 33.4%
7.6%
Human
services
$29.64 Education
9.7% $43.32
14.1%
Source: Giving USA Foundation / Giving USA 2008

48. FINDING THE KEY
• Timing
• Mission
• Priorities
• Passion
Find the “giving” criteria and ….
You’ve found the key!

49. FUNDRAISING TAKES TIME!
Carwash = $$ now
Corporate Donation = $$ 1-6 months
Grants = 1- 12 months
Government Proposal = $$ 1-3 years

50. FUNDING FOR TOURSIM
Others will invest in
communities that invest
in themselves.
Tie in with other
initiatives…not many
grants for “tourism.”

51. FUNDING FOR TOURSIM
A Survey

52. FUNDING FOR TOURSIM
• Travel Oregon Oregon Tourism Commission Yearly
Matching grant Program
• Oregon State Parks & Recreation
• Oregon Department of Fish & Wildlife
• Conservation Strategy Implementation Grants
• Oregon Department of Transportation Scenic
Byways
• U.S. Federal Grants information
• What about your County?

53. FUNDING FOR TOURSIM
(Biking)
• Cycle Oregon (administered by OCF)
• Bikes Belong Coalition
• International Mountain Bicycling Association
/USAC
• Oregon Pedestrian and Bicycle Grant Program
• OR Bike Manufacturers …..??
• TFFF – The Ford Family Foundation
• DMV ??
• ……

54. FUNDING FOR TOURSIM
(Agritourism)
• Oregon Department of Agriculture
• Natural Resources Conservation Service (NRCS) -
Conservation Innovation Grants (CIG)
• USDA – Community Development Resources - Value-
Added Producer Grant (VAPG)
• USDA Rural Development
• John Deere Foundation The John Deere Foundation has doubled
its annual giving over the past three years and anticipates awarding grants and
gifts totaling $12 million
• More …..

55. FUNDING FOR TOURSIM
(Cultural)
• Oregon Cultural Trust
• Oregon Arts Commission
• Travel Oregon Oregon Tourism Commission
Yearly Matching grant Program
• Tourism Cares – Worldwide Grant Program
• Oregon Community Foundation
• More…

56. RAISING MONEY – THE PLAN

57. FUNDRAISING for your
Team Project
In Your Teams
STEPS:
1) Choose project (if more than one)
2) Brainstorm Assets
3) Create Expense Budget
4) Create Income Budget and Income Strategies
5) Create action plan for each strategy.

58. Step1. Which Project?
Each team Chooses One Project (3 min)

59. Step 2. FUNDRAISING ASSETS
Unique strengths to raise money
• physical assets (a building in a great location)
• skills (a volunteer who is a great cook, grant writing
experience )
• relationships (a board member who seems to know absolutely
everyone in town)
• a compelling mission (teaching disadvantaged youth to train
guide-dogs for the blind)
•Others?

60. Step 2. FUNDRAISING ASSETS
(activity)
Using Worksheet 1 (5 min):
1. Brainstorm your Project/Team Assets
2. Choose 5 most valuable Assets
3. Share with the whole group

61. Steps 3: Brainstorm Costs

62. Steps 4: Create Expense Budget
Use Worksheet 2 (bottom half) to
create an expense budget

63. 4. EXPENSE BUDGET
PROJECT DESCRIPTION: COMMUNITY PARKS IMPROVEMENT PROJECT
Cash In-Kind Total
Sources (Income)
Grants 5,000 5,000
Corporate Sponsors 1,100 1,100
Fundraising Event 2,000 2,000
In-kind Labor 3,500 3,500
Total sources (income) $7,000 $4,600 $11,600
Uses (expenses)
Tree rejuvenation 1,500 1,200 2,700
Fencing 2,500 2,800 5,300
Brick walkway 3,000 600 3,600
Total Uses (expenses) $7,000 $4,600 $11,600

64. Step 5: FUNDRAISING
STRATEGIES
On a flip chart:
1. Brainstorm a list of income strategies/sources
• Hint: look back at your assets!!!
• Don’t forget about TO Matching Grant!
• In-Kind and Cash
2. Rank - Screen and prioritize strategies.
Determine which strategies best match budget
needs.
3. Transfer to Worksheet 2.

65. Step 6: CREATE INCOME BUDGET
Use Worksheet 2 (Top Half) to Create
Income Budget
Does your income match your expenses?

66. RESOURCES BUDGET
PROJECT DESCRIPTION: COMMUNITY PARKS IMPROVEMENT PROJECT
Source Description Cash In-Kind Total
In-kind
• Urban logger 1,000 1,000
• Fence installation 2,500 2,500
Grants
• The Ford Family Foundation 5,000 5,000
Corporate sponsors
• Concrete Company 300 300
• Gravel Company 600 600
• Local Hardware (herbicide) 200 200
Fundraisers
• Buy-A-Brick Campaign 2,000 2,000
TOTAL Sources (Revenue) $7,000 $4,600 $11,600

67. ACTION PLAN
(Action Steps for each Strategy)
1. Use worksheet 4 to develop a plan for action for
one strategy.

68. MATCHING GRANT
$10,000 available of a Matching Grant offered by
Travel Oregon to your community to develop 1-3
Tourism Project(s).

69. FUNDRAISING
Donors don't give to institutions. They invest
in ideas and people in whom they believe.
- G.T. Smith
In good times and bad, we know that people
give because you meet needs, not because you
have needs.
- Kay Grace

70. RTS WRAP UP & CLOSING
Thank you and Good Luck!
Laurel MacMillan
Economic Vitality Manager
Rural Development Initiatives
503-803-8260
www.rdiinc.org
...builds leadership networks and rural
communities

71. FUNDRAISING FOR A PRODUCT
“ Tourism product is any place (or project) in a
community where a cash register rings because a
visitor from out-of-town has brought in money ”
Gail Trussel Univ. of Missouri

72. TOURISM IS
ECONOMIC DEVELOPMENT
• Tourism Development is a form of Economic
Development
•Economic developers often refer to themselves as
product developers
• Tourism development and tourism promotion
are the same things for promotion is an element of
marketing.
• Tourism developers are marketers

73. ENTREPRENEURS
• Entrepreneurs (and not corporate executives) are
more likely to be involved in tourism-related
product development
• Entrepreneurs are also more likely to be
unfamiliar with the nuances of the economic
development process
• Often first-time entrepreneurs and those
opening new markets are high-risk prospects.

74. SUPPORT your ENTREPRENEURS
To support these new high-risks Tourism
Development our Communities must provide an
effective structure to connect and encourage the
first initial steps and to assist and foster them in
the medium long term.

75. TOURIST PRODUCTS
1. Events: current, historic or cultural
2. Locations: man-made and natural environments
3. Properties: sites and facilities
4. Materials: guides, books, maps (fulfillment
pieces and promotional give-away)
5. Operations: controlled functions and activities
that attract and/or accommodate people