CEO Report

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CEO Report
2
2008 Objective-Do More With the Same

• Three Major Goals
• Records/Files Reconstructing
• Policy and Procedure Book
• Reorganization

3
Reorganization Process

• Task Review
• Structure Design
• Populate Structure
• Transition/Settle
• Job Descriptions
• Mountain States Employers Council Review

4
Task Chart
Administrative Master Calendar Files Policy Book
Facilities Furniture Set Up Janitorial Bar
Maintenance Furniture Cleaning
Development Research Birthday Cards
Communications Photo Gallery Checkpoints Register
Other Publications
Finance Accounts Payable Accounts
Receivable 401K Invest recon Fund Accounting Cash
Application/reconciliation Bank
Statements Payroll Financial Statements
H R Gift Offers Employee Benefits Company
Insurance Cafeteria Plan Credit Cards Accounting
Support
Information Technologies CH Cl Websites
Customer Service Golf Tee Times Email
Forwarding Merchandise Sales Saber Rental Cadet
Area Access
Events Reunion Bed Breakfast OSB Founders
Day Jabara Inprocessing Legacy Events Tailgates NO
K Coffee Falcon Forum NCLS On-Line
Registrations Rings
Liaison Projects Membership Chapters Hum
Foundation Pavers Heritage Parents Club Member
BD Fin BD ALO Support Polling Donor Wall Uni
Bd CL Support
Programs GDS Career Merchandise-Inventory Travel
Affinity Dist Grad Award Bus Network License
Plates Ads Corporate Sponsors CL Crest
Rights Graduation Announce
Data Graduate Records Refunds Matching Gifts 1K
Check List Deceased Supplies
Org Tasks
5
Structure Chart
Administrative
Vice President Operations Vacant
Director Development
Director Communications
Director Information Technologies
Customer Support
Human Resources
Events
Liaison Director
Programs Director
Data Integrity
Support
6
People Chart
Administrative Teri DeBellis Ruth Reichert Linda
Kite
Vice President Operations Vacant
Director Development Jeff Mielke Al
Burrell Regina Clark Stacy Swearengen Alex
Chavarria Aaron Ryan Amanda Brown
Director Communications Bob McAllister Ken
Wright Sarah Wright Tom Kroboth Matt Kleve Kyle
Davidson
Director Information Technologies Jack
Mueller Jason Finkle Rachel Dixon Chris Barry
Customer Support Sandy Luckhurst
Human Resources Berneice BeBe Crook
Events Corrie Grubbs Jean Bickford Kim
Milner Lani Wing Cindi Kinder
Liaison Director Laurent Swamp Fox Don
McCarthy
Programs Director Wayne Taylor Steve
Knight Razelle Krug
Data Integrity John Rice Jennifer
Childs Gretchen Hum
Support Melissa Williams-Frank
7
Upcoming Events

• See Annual Calendar on AOG Website
• http//www.usafa.org/event/Calendar.aspx

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Matching Gifts
9
Matching Gift Donors
10
Matching Gift Companies
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Number of Gifts Given
12
Development Update

• Annual Fund Comparison
• Other Fund Raising Efforts
• Project Update

13
DEVELOPMENT BULLETS 2nd QUARTER 08
Arrows indicate direction of movement from FY07
to FY08
14
DEVELOPMENT BULLETS 2nd QUARTER 08 Sabre Society
Arrows indicate direction of movement from FY07
to FY08
15
DEVELOPMENT BULLETS 2nd QUARTER 08
16
DEVELOPMENT BULLETS 2nd QUARTER 08
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DEVELOPMENT BULLETS 2nd QUARTER 08
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DEVELOPMENT BULLETS 2nd QUARTER 08
19
Stewardship and Donor Relations-Whats Going On

• May 2007 Dedication Ceremony and Reception for
  Memorial Pavilion
• Follow up Photo albums
  Picture Frames inscribed for top 10 donors
• July 22-24 Donor Appreciation Event
• Sept 1 Check Presentation AF vs SC State
  Annual Gifts Needs
• Sept 28 Donor Appreciation Event in Annapolis
  AF vs Navy Game
• October 19 Dedication Reception for Howard
  Burkart Storyteller Exhibit
• October 20 Check Presentation Olmsted Foundation

20
Donor Relations happening in the near future

• October 29 Dedication Reception for Vast
  Refuge Dharma Hall
• November 14 Update of Sabre Society Pins Thank
  You Letter
• December 13 Sabre Society Globe Letter (Token
  Gift)
• May 2008 Endowment Reports
• June 2008 Update of all Donor Walls

21
Other Activities

• Contact with-
• USAFA Foundation
• Bart Holaday
• Mark Hille
• Survey Ballot Systems
• Blue Alliance Ad Advisory
• Background in your book
• Navy Precedent
• Ad Fee 1,300

22
Other Activities(Continued)

• Corporate Sponsor Program
• Designed
• Levels from 2,500 to 24,000
• First Silver Package (21,000) sold
• Chapter Outreach
• Contacting all chapters offering to speak
• Potential Engagements
• Southern California Planning First Founders Day
  Event 29 March
• Charleston 25 Feb honoring Terry Schwalier
• Houston Chapter/Networking Group (TBD)

23
Projects

• Completed Projects-
• Memorial Pavilion at Cemetery - 4.6M (May 2007)
• Storyteller Exhibit in Athletic Center- 38K
  (Oct 2007)
• Buddha Room Renovation in Chapel- 80K (Nov
  2007)
• Falcon Statue at Football Field - 400K (Jan
  2008)
• Projects in Construction-
• Mall of Heroes -350K (est comp w/ 3 statues -
   May 2008)
• Heritage Trail, Phase 1 - 250K (est comp phase
  1 May 2008)
• Current Projects in Design-
• Harmon Memorial -350K (est comp Spring 2009)
• Admissions Welcome Center 2.5M (est comp Fall
  2009)
• Carillon Bells - 250K (est comp TBD)