Vision 2020: A plan for tomorrow

The future of Sertoma is brighter than ever. In an effort to better support our volunteers and grow the organization, Sertoma will be implementing a new plan called Vision 2020.

This new strategy is set to take effect next summer. Although it remains in its early stages, a series of links have been created to inform you about the upcoming changes. Please stay tuned as information is regularly updated online. If you have questions, concerns, or would like to schedule a conversation with a Board member directly, please contact Sertoma headquarters at 816.333.8300.

Vision 2020

Video Overview

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What is Vision 2020?

It is a strategy to improve communication and support of Sertoma members and partners at the community level, and to grow Sertoma service into new communities. The strategy includes:

  • A belief that the critical component of Sertoma is our community-based members/volunteers, and that we can better serve those members individually, and not through a hierarchical or geographical grouping.
  • Replacing current volunteers positions with new roles focused on helping Sertoma communicate, train, and support members and clubs at the community level.
  • Replacing an early 20th century structure, with one consistent with the technologies and expectations of society in the 21st century.
What Vision 2020 is Not!
  • What Vision 2020 is Not!
    • Vision 2020 is not the result of the Board acting outside its authority or bypassing the rights of the members. The Board has the sole authority to establish, manage and administer divisions to meet the needs of Sertoma to serve its members. The Board under that authority is establishing a new division of clubs, and how Sertoma will manage and administer those divisions.
    • Vision 2020 does not change the current rights or ability of members to engage in the planning and decision making of Sertoma. In fact, an outcome we expect is that clubs will be better informed and engaged in critical discussions and decisions. Members will still select the Board, approve dues, and any changes to the bylaws that affect the definition and rights of a member.
    • Vision 2020 does not change or require change for how existing clubs operate or provide service in their community. It does change how Sertoma is going to operate and how it provides service to its clubs and members.
    • Vision 2020 does not remove the clubs representation or voice with Sertoma. Clubs and members are and should serve as their own voice within Sertoma. Vision 2020 is meant to ensure that Sertoma hears those voices. That requires volunteers who are willing and able to be accountable for the timely communication between clubs and Sertoma.
Vision 2020 roles: qualifications, expectations & duties

Sertoma became more than “a club” when dedicated volunteers who felt more could and should be done came together to do even more. As we face the future, our success still requires dedicated volunteers willing to recruit, engage and support new people.

But almost everything else has been changed by technology and shifts in society. How do we evolve and change to survive, to grow? It begins with volunteers willing to learn how to use today’s tools to recruit and support members of the Sertoma family.

Each role functions within specific areas, but the desired result requires interdependence and consistent messaging across the work. To ensure this, these roles report to the Board of Directors through a volunteer development committee. The committee makeup includes three teams, one for each role. Each team consists of a Board member, volunteer in the role, and staff support.

Applications are available and accepted year-round. Assignment to specific clubs/work may require training be completed first. For year-one, those approved must attend the April 2019 training in Kansas City. An application and accompanying video submission for each role must be completed and received before December 31, 2018 for consideration.

  • Communication Specialist:

    What’s working? What does not? How do I get help? Sertomans have been asking these questions for decades. In asking, members are clearly looking for more than what they know from clubs in their area. Helping answer these questions is the work of the Communication Specialist, and the new structure of Vision 2020. By grouping clubs across the country based on similarities, other than geography, members will connect with new perspectives and ideas. The Communication Specialist facilitates this exchange to help re-energize members and identify the resources they need to succeed.

    • Purpose
      • To bring value and to strengthen the relationship between Sertoma and its clubs and members through timely and accurate communication.
    • The Work
      • Communicate with a member(s) of the assigned club’s leadership at least once a quarter
      • Share information as requested by Sertoma, share response , questions, concerns from club with Sertoma
      • Link clubs to resources from Training and Technology Specialists, headquarters, or other
    • Qualifications/Experience: Sertoma will invest to develop skills in those willing and capable of doing the work
      • A desire to help Sertoma and its members develop a stronger relationship to the benefit of all
      • Good communication skills, written and verbal
      • Competency with a variety of communication tools and technologies
      • Knowledge of Sertoma plans activities and structure, operations and work of clubs
    • Outcomes
      • Better information for the Board to use in decision-making, and increased participation in voting, training, and other forms of engagement
      • Stronger relationship with clubs and members—build value into the relationship
    • Expectations
      • From Sertoma
        • Training and support to develop skills and knowledge required to be successful
        • Reimbursement of appropriate and authorized expenses
      • From Volunteer
        • Make one-year commitment to the role and the work (estimated avg. commitment of 1–2 hours a week)
        • Participate in all training and support activities
        • Provide reports/communication as needed to document work and outcomes
    • Evaluation
      • Evaluation is based on measurement of work completed, outcome gains, and performance against expectations
  • Mission Specialist:

    Is your favorite part of being a Sertoman when your efforts help an individual, family or meet a community need? If so, your response is consistent with the vast majority of those who volunteer or donate. As Sertomans, we do this in our hometowns and communities across the country—even in locations where no clubs exist. As a Mission Specialist, your work supports students, families and organizations nationwide.

    • Purpose
      • To grow Sertoma’s mission through greater engagement of clubs and members in the Annual Fund and other shared philanthropic and service activities.
    • The Work
      • Visit assigned clubs (at least once in person) to provide information about shared mission activities and solicit their participation as a club and as individual members
      • Share information and respond to questions or concerns about shared mission activities that come directly from members or through a Communication Specialist
    • Qualifications/Experience: Sertoma will invest to develop skills in those willing and capable of doing the work
      • A donor to the Annual Fund—ideally at the Fellow level or greater
      • A desire to help Sertoma grow its mission outcomes by encouraging clubs and members participation in shared philanthropy and service
      • Good communication skills, written and verbal
      • Competency with a variety of communication tools and technologies
      • Knowledge of all Sertoma mission activities and outcomes
      • Willing and able to do light travel
  • Outcomes
    • Retain current levels of support for the Annual Fund and other shared efforts, and show some increase participation by Sertoma clubs and members in shared mission activities.
      • The Board will define specific goals for each year—the “award level goal” for the Annual Fund has been a 5% increase, no goals for other types of increased participation i.e. host a CELEBRATE SOUND event, collect hearing aids, etc. are planned, but will be tracked
  • Expectations
    • From Sertoma
      • Training and support to develop skills and knowledge required to be successful
      • Reimbursement of appropriate and authorized expenses
    • From Volunteer
      • Make one-year commitment to the role and the work (estimated avg. commitment of 3–5 hours a month)
      • Participate in all training and support activities
      • Provide reports/communication as needed to document work and outcomes
  • Evaluation
    • Evaluation is based on measurement of work completed, outcomes against goals, and performance against expectations
  • Training and Support Specialist:

    Have you seen stories on the news about organizations growing in their service and philanthropy? What is their secret? Likely, there is no secret; they have just tapped into today’s effective strategies and techniques. Identifying and sharing those with our members is the role of the Trainer and Support Specialists. As the work of the Communication Specialists gives voice to members who want to do more—this role will provide a range of training and support opportunities to make that possible.

    • Purpose
      • To support and strengthen the skills of community leaders and members, so they can generate better outcomes in their community.
    • The Work: (as assigned)
      • Help in development, review and select a targeted curriculum to meet the needs of clubs and members.
      • Provide training or facilitate workshops through the on-demand (recorded), on request (face-to-face or through technology), or events (conventions, CDWs ,etc.)
    • Qualifications/Experience: Sertoma will invest to develop skills in those willing and capable of doing the work
      • A desire to help Sertoma members grow their mission outcomes through training and technical support
      • Good communication skills, written and verbal, experience in training and/or facilitation
      • Competency with a variety of communication tools and technologies
      • Knowledge of Sertoma and related training and support resources
      • Willing and able to do light travel
    • Outcomes
      • Complete assigned work in a timely manner
    • Expectations
      • From Sertoma
        • Training and support to develop skills and knowledge required to be successful
        • Reimbursement of appropriate and authorized expenses
      • From Volunteer
        • Make one-year commitment to the role and the work (estimated avg. commitment of 3–5 hours a month.)
        • Participate in all training and support activities
      • Evaluation
        • Evaluation is based on measurement of work completed, and evaluation provided from those attending/participating in training or workshops.
Why Vision 2020?

Because when we ask members or ourselves the following questions, the answers are no.

  • Do you think members and clubs feel they have the communication, support or tools they need to grow?
  • Are we growing Sertoma service in new communities with new relationships?
  • Are the efforts we make with our current structure and roles providing the outcomes we need?
Getting Started

We are ready to discuss filling these roles, with the goal of this work starting in July of 2019. Any member interested in volunteering to work with clubs is welcome to apply. Clearly, those who have served as a trainer, FDR, or governor have experiences that could bring value to one of these new roles. In the coming months, we will implement a formal application process for these new roles, but until then if you have an interest or questions, please share that with the Vision 2020 Task Force that is leading our implementation efforts. Please send those to Holly Walls, who is the staff liaison with the Task Force. hwalls@sertomahq.org

Training Opportunities

The first training for all three roles will be in Kansas City in conjunction with the Annual Meeting. The dates are April 25, 26, 27, 2019. We are excited to return to the Kaufman Foundation Facility for this event.

For those who have applied, been accepted, and agreed to serve, there will be a subsidy from Sertoma to cover registration and some travel expense. Watch for more details as the Task Force completes the plans for this kick off training for Vision 2020.

Supplementary Information
FAQs
  • What is Vision 2020?
    • It is a strategy to improve communication and support of Sertoma members and partners at the community level, and to grow Sertoma service into new communities. The strategy includes:
      • A belief that the critical component of Sertoma is our community-based members/volunteers, and that we can better serve those members individually, and not through a hierarchical or geographical grouping.
      • Replacing current volunteers positions with new roles focused on helping Sertoma communicate, train, and support members and clubs at the community level.
      • Replacing an early 20th century structure, with one consistent with the technologies and expectations of society in the 21st century.
  • How does Vision 2020 work?
    • The work of Sertoma includes three areas: communication, training/support and mission growth. Sertoma will recruit, train and support a new volunteer role for the following areas.
      • Communication Specialist: Ensuring the members and Sertoma have consistent, accurate and timely communication is the focus of this role. They will address this by contacting the leaders of their assigned clubs at least once or twice per quarter to (1) listen to the needs and issues of the club and (2) make sure clubs are aware of all resources and information from Sertoma, and (3) connect clubs to trainers or other volunteers to address training and support needs.
      • Mission Specialist: Growth for a 501(c)(3) is measured by increasing service and philanthropy, which requires new and renewing volunteer and donor relationships. The Mission Specialists will work in one or both areas of mission growth. One area is to promote growth of our shared hearing health mission within the current Sertoma family. The second area is working in new communities to engage new people in our hearing health activities/programs. (Hearing Aid Project, Sound Investment, SAFEEars!, CELEBRATE SOUND.) Efforts in this second area will be the work of the Board of Directors in the first year.
      • Training & Support: Keeping our members competitive for the time and funding from volunteers and donors in every community is the work of the Training and Support Specialist. The role will provide training or consulting support requested by members to ensure our members can effectively compete for those resources.
    • Each role will have one representative on a leadership team along with a Board member to supervise recruitment, training and performance of each role. The three teams will form the volunteer Management Committee to coordinate and evaluate the support of our cubs as a whole. That committee will report directly to the Board.
      • Getting Started: We are ready to discuss filling these roles, with the goal of this work starting in July of 2019. Any member interested in volunteering to work with clubs is welcome to apply. Clearly, those who have served as a trainer, FDR, or governor have experiences that could bring value to one of these new roles. In the coming months, we will implement a formal application process for these new roles, but until then if you have an interest or questions, please share those with Holly Walls, the staff liaison overseeing the Task Force. Her email is hwalls@sertomahq.org.
      • Training Opportunities: The first training for all three roles will be in Kansas City in conjunction with the Annual Meeting. The dates are April 25, 26, 27, 2019. We are excited to return to the Kaufman Foundation Facility in Kansas City, Missouri for this event. For those who have applied, been accepted, and agreed to serve, there will be a subsidy from Sertoma to cover registration and some travel expense. Watch for more details as the Task Force completes the plans for this Vision 2020 kick off training.
  • What about the Governors/Districts and our money?
    • Vision 2020 will replace our current district structure of Governors, FDRs and trainers with the new roles. Until this transition occurs, all current roles and budgets remain as is. When the transition occurs, the members in each District will decide what to do with any balances in the District funds. Those can be given back to the clubs and/or donated to a new account to cover the expenses and training for the new roles in Vision 2020. At the earliest we expect those decisions will not be required until the end of the 2018-2019 fiscal year.
  • How does a member/volunteer get recruited for one of the new roles?
    • Sertoma will recruit and train interested individuals. The assumption is that many of the current volunteers will continue to want to support or communicate with our community members. The major difference is we are not looking for one person in one area, as this structure is not limited by geography. Members can apply and if accepted will be trained and assigned clubs to support.
  • Do clubs get to select who is assigned to their club?
    • No, each role will be assigned to clubs by Sertoma through a new volunteer development committee. That committee will be made up of three teams – one for each role, who will evaluate and assign volunteers. One of the benefits of this is it requires the new roles to learn about each club they are assigned rather than the assumption that because they are from the same District – they really know the club’s activities and issues.
  • How do these roles get trained and supported?
    • As with our current roles, Sertoma will provide training and support. In the first year(s) training will be held for all of the roles at the same time as our national annual meeting/convention. Sertoma will cover the cost for the training and will provide as able some subsidy for travel and related expenses. As to the expenses for the volunteers in fulfilling their roles, those will come from the budget and revenues as approved by the members. One of the major differences in the new structure is to utilize technologies other than the car to connect with members – which will be a significant savings of both time and money.
  • When will this happen?
    • Recruitment is starting now for the new roles, with the first training planned for April of 2019. If all goes as planned we will transition into the new structure starting July of 2019.
  • Why did the clubs not vote on this?
    • Members and clubs get to vote on everything that directly impacts their membership or the charter of the club. This does not impact the club or how it functions. This only impacts how Sertoma communicates and supports its members. Just as your club’s board makes decisions about how to manage its volunteers, Sertoma’s Board has the same right and obligation to do the same for its volunteers.
Application

Applications (including video submission) must be completed and received before December 31, 2018 for consideration.