IOCA 5 year plan summary

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IOCA 5 year plan summary

• Report from IOCA (UK) Temporary Subcommittee to
• IOCA (UK) Committee
• March 3rd 2012

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Subcommittee terms of reference
It is proposed to form a temporary subcommittee
of the IOCA Committee charged with developing a
five year strategy for the Optimist Class
Objective to develop a 5 year strategy for IOCA
Terms of reference The subcommittee is charged
with development of a 5 year strategy for IOCA.
The expectation would be that this plan is
revisited annually, but that in essence it serves
as a road map for gradual development of the
class. Proposed subcommittee membership Marshall
King (Chair), Michelle Gent, Simon Rogers, Ian
Jarman, Charlie Mawer, Bill Farren-Price, RYA
member (possibly Duncan Trusswell) Process It is
proposed that the temporary subcommittee will
meet twice between start Jan and end Feb What
happened Two meetings were duly held. The
first focused on UK dinghy sailing, our vision of
how we would like it to be, and ideas for
developing it. The second meeting focused on
developing the ideas and resourcing to make some
of them capable of delivery. In addition to the
above members, Fiona Rainback and Peter Saxton
were invited to participate but could not make
the meetings, and Charlie Mawer was also
unavailable for both meetings. The presentation
that follows summarises the main points discussed
and the resulting proposal.
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Background

• Dinghy sailing in general
• Participation rates declining, esp young adults
• Youth and junior slight growth but
• Dissatisfaction with the offer
• Inability to make the bug bite
• Optimist class in particular
• IOCA membership static 600-620
• Bug not biting (VCC 2300 junior optimist
  sailors)
• Serious regional gaps

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Vision

• How we (would like to) see the world in 5 years
  time
• High accessibility
• Demystification of Optimist and IOCA
• Lower cost of entry (but not ploppies!)
• Extensive regional training and regattas
• Lifestyle benefits clearly communicated and
  understood child development lifelong
  friendships

5
Mission

• What role IOCA (UK) plays in this vision
• Provides the services and infrastructure to
  deliver the vision
• Human Resources
• Knowledge capital and experience
• Physical assets
• Marketing/communication

6
Values

• Beliefs that are shared between stakeholders of
  an organisation
• Having fun is important
• Sailing is good for children's development
• Good quality training will help the bug to bite
• Its a family thing!
• Sailing should be inclusive, not elitist

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Goals
Goal Measure Today 5 years time
Increase base participation IOCA Membership 620 1000
Receive IOCA training 117 500
Provision of racing opportunities sailors attending Zone championships 177 300
regional club regattas with gt 50 entrants 8? 15?
Achieving high talent of sailors of RYA youth program medallists from Optimist ? ?
Miami Herald ranking at World championships 27 ?
Lifelong passion for sailing Number of IOCA members who are still active sailors after 3 yrs ? ?
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The 6 IOCA products

1. International Optimist Racing Teams
2. National Optimist Regatta Program
3. National ( Girls) Optimist Coaching Programs
4. Transition program
5. Regional regatta circuit
6. Regional Optimist Coaching Program

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Strategy

• Why are we not delivering on 5 and 6?
• Entry barriers too high time, money, mystique
• Poor communication to potential members
• Lack of quality, organised coaching opportunities
• Strategy
• Assign resources to
• Create and deliver better communication
• Deliver products 5 and 6
• Work on strategies to lower entry barriers
• Continue delivering products 1-3 and improve
  product 4
• Work up funding plan to pay for above

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Communication strategy
Introduction to Optimist sailing
Optimist racing and more advanced coaching
Transition out of Optimists, pathway and further
opportunities

• National racing opportunities
• Advanced optimist rigging and tuning
• International Optimist Racing opportunities
• Advanced training the squads

• Transition guide to other boats
• Becoming a coach
• Qualifications PB2, First Aid, VHF

• Why try sailing
• Introduction to Optimist sailing and racing
• The Optimist dinghy explained
• Clothing for Optimist sailors
• Coaching opportunities for your children
• Optimist sailing is fun

• RYA/IOCA how to resources readily available
• RYA dinghy coaching exercises,
• how to set up and run a regatta,
• how to set up and run winter flotilla training

All available as pdfs online on IOCA website
Presentation a zipped A5 folder (opportunity for
sponsor advertising) and for new members would
include stickers, colouring in pictures, knots
guide etc etc. All the booklets would be
available from the internet in a logical
downloadable form. It should potentially be
possible to sell advertising in this guide book
from gear, boat and sail suppliers.
Source Michelle Gent
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Communication channels

• Face to face communication via coaches
• IOCA and retailer websites (video and pdf)
• Printed material/booklets
• IOCA magazine
• RYA publications and website
• Boat shows
• PR in sailing magazines

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Resources and structure
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IOCA Roles
Performance Coaching
Central Administration
Regional Coaching Racing

• Develop syllabus for National squads
• Recruit and develop coaches
• Deliver winter training squads
• Coach overseas teams
• Part time role, frequent weekends, significant
  travel

• Support Sailing Officer in delivering the 5
  national regattas
• Support the Teams Officer in delivering the
  overseas teams program
• Support the National Coach in delivering the
  National Squads
• Support the Regional Coaching Manager in
  delivering regional coaching and regattas
• Support the membership with communication and
  membership services
• Support the Committee in meetings and minutes
• 1 FTE, office based, normal office hours, plus
  occasional weekends with travel, weekdays in lieu

• Develop a syllabus and program for learner and
  start-to-race sailors in Optimist dinghies
• Communicate the Optimist program to parents of
  actual and potential Optimist sailors, across
  England
• Execute regional coaching across England for
  Optimist sailors
• Execute regional regatta program for Optimist
  sailors across England
• 1 FTE, frequent weekend work, significant UK
  travel, with weekdays in lieu

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Financing approach

• 2011 actual
• Net deficit 21k per annum

• Existing activities key changes
• Class sponsorship to increase from 18k to 35k
  in 5 years
• Sailing events to make 4 profit within 5 years
  generating 8k
• Training Teams to breakeven within 2 years
  saving 20k
• Membership to grow to 1000 and fee increase from
  18 to 25 generating 12k
• Total annual 57k benefit from 2011 numbers

• New regional activities
• Spend 49k per annum on regional coaching
  resource and assets
• Generate 18k extra income from training and
  other activities
• Circa 30k expense per annum from 2011 numbers

• RYA
• Fund 20k per year (guaranteed for first two
  years at least)

• 2016 plan
• Net surplus 5k per annum

RYA have tentatively indicated that they would
be willing to seed fund the regional coaching
activity with 20k for 2 years
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Financial plan income expenditure
Income by category
Expenditure by category
Net income and reserves
Including RYA funding
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Financial plan - detail
Source Ian Jarman
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Risks mitigation

• Risks

• Mitigation

• Roles
• Inability to recruit roles at proposed salaries
• Cost management
• Inability for Training and Teams to breakeven
  (20k per annum)
• Regional Coaching role does not deliver coaching
  and member revenues (18k per annum)
• Revenue miss
• Inability to find additional sponsorship (18k
  per annum)
• Inability to recruit more members (12k per
  annum)
• Plan delivery
• Inability for changing committee to deliver
  consistently to plan
• Total of all risks 68k per annum which is 19 of
  current income. RYA potentially sharing this
  risk

• Roles
• Increase salaries offered
• Share with other classes
• Cost management
• Regional coaching role on fixed 2 year contract
  to match RYA funding
• Admin role reduced to part time again
• Revenue miss
• Secure longer term RYA funding
• Plan delivery
• Careful succession planning of committee and
  serious handovers

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Next steps

• Decision
• Option A stay as we are
• Option B implement the strategy
• If Option B
• Secure RYA funding (asap)
• Develop implementation plan (by May meeting)