WelcomeWelcome

Lutheran Service Agencies Lutheran Service Agencies andand

Lutheran Foundation Lutheran Foundation of St. Louisof St. Louis

Partnering for Effective Partnering for Effective

CollaborationsCollaborations

Today’s Purpose of Today’s Purpose of MeetingMeeting

Update LFB on Lutheran Services Update LFB on Lutheran Services ProjectProject

Define Collaboration – Funding Define Collaboration – Funding Goals and ObjectivesGoals and Objectives

Transparency of funding Transparency of funding opportunities for Lutheran Service opportunities for Lutheran Service Agencies seeking collaborative Agencies seeking collaborative fundingfunding

Lutheran Services ProjectLutheran Services Project

Engaging 200+ Board members, staff members, volunteers Engaging 200+ Board members, staff members, volunteers and donors, from 6 agencies, in an Appreciative Quest to and donors, from 6 agencies, in an Appreciative Quest to Strengthen Services and Maximize Resources. Focusing On:Strengthen Services and Maximize Resources. Focusing On:• Governance / AdministrationGovernance / Administration• VoluntarismVoluntarism• CommunicationCommunication• Funding Funding

Personal Interviews; 5 Mini-retreats; Board Meetings and a 2 Personal Interviews; 5 Mini-retreats; Board Meetings and a 2 Day Summit Day Summit

Mapping Agency StrengthsMapping Agency Strengths

Discovering Collective Visions for CollaborationDiscovering Collective Visions for Collaboration

Agencies Identified- Missions, Agencies Identified- Missions, Strengths & Collaborative Strengths & Collaborative DesiresDesires

Friends of Mom’s Friends of Mom’s Lutheran Ministry Lutheran Ministry

AgencyAgency Council of Council of

Lutheran Lutheran ChurchesChurches

Lutheran Family Lutheran Family and Children and Children ServicesServices

Good SamaritanGood Samaritan Partners in Urban Partners in Urban

MinistryMinistry

Chris Huxham, Barbara Gray,Barbara Monsey,

Definition of CollaborationDefinition of Collaboration

Collaboration is a mutually Collaboration is a mutually beneficial and beneficial and well defined well defined relationshiprelationship entered into by two or entered into by two or more organizations to achieve a more organizations to achieve a common goals.common goals.

Lutheran Foundation Lutheran Foundation Board DefinitionBoard Definition

Two or more working together -9Two or more working together -9 Streamline duplication -6Streamline duplication -6 Working to reach a goal-6Working to reach a goal-6 Impact /numbers reached-4Impact /numbers reached-4 Finding a common ground/purpose-4Finding a common ground/purpose-4 Clarification and communication of Clarification and communication of

purpose-2purpose-2 Stewardship/ improvement-2Stewardship/ improvement-2

Collaborative Benefits, as Collaborative Benefits, as Defined by the Lutheran Defined by the Lutheran Foundation BoardFoundation Board

Reduce Redundancy -8Reduce Redundancy -8 Greater Impact of Services -5Greater Impact of Services -5 Resources will stretch further-5Resources will stretch further-5 More Effective / Stronger Agencies More Effective / Stronger Agencies

- 4- 4 Better Understanding of Agencies - Better Understanding of Agencies -

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Definitions introduced to Definitions introduced to Agencies -CollaborateAgencies -Collaborate

Collaborate- a very positive form of working in association with others for some form of mutual benefit

Definitions introduced to Definitions introduced to Agencies -CollaborationAgencies -Collaboration

A specific breed of collaboration, the type that attempts to build some strength or capacity greater than that present in the partners as independent organizations.

Enhance each partners ability to achieve their desired business or financial results.

Sustainable gains in the ability to achieve desired goals in the long run.

Def. introduced to Def. introduced to Agencies -Collaborative Agencies -Collaborative AdvantageAdvantage

is achieved when something unusually creative is produced- that no organization could have produced on its own and when each organization, through the collaboration is able to achieve its own objectives better than it could alone

Distinguishing the forms of Distinguishing the forms of collaborationcollaboration

Transactional Strategic Alliance

Joint VentureShared Services

Merger

LSA Collaborative LSA Collaborative Priorities:Priorities:

Transactional 6Alliances 5Shared Services 5Merger 4

Any Areas of Collaboration Any Areas of Collaboration “Off Limits” to Further “Off Limits” to Further Discussions?Discussions?

Mergers (Good Sam)Mergers (Good Sam)

The answer to this question depends on the The answer to this question depends on the definition one gives to “collaboration.” If this term definition one gives to “collaboration.” If this term means organic merger then it will not happen for means organic merger then it will not happen for PIUM. If it means engaging in cooperative but non-PIUM. If it means engaging in cooperative but non-binding joint ministries and events, then it is most binding joint ministries and events, then it is most likely this WILL happen (PIUM Board Member)likely this WILL happen (PIUM Board Member)

The only merger with PIUM that I see making The only merger with PIUM that I see making sense would be with CLC as we are similar. The sense would be with CLC as we are similar. The other agencies we will gladly collaborate with other agencies we will gladly collaborate with when ever possible. (PIUM Staff)when ever possible. (PIUM Staff)

LFB Experience with LFB Experience with Successful CollaborationsSuccessful Collaborations

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Responses

TransactionalAlliancesShared ServiceMerger

Lutheran Foundation Board:Lutheran Foundation Board:Wildest Dream of Wildest Dream of CollaborationCollaboration

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Responses Multiple

TransactionalAlliancesShared ServiceMerger Any formN/A

Activity: Fundraising Objective - Activity: Fundraising Objective - To Increase Donations and To Increase Donations and StewardshipStewardship

Tools: Tools: • Grant Writing Grant Writing (Corporate, Foundation, Government)(Corporate, Foundation, Government)

• Annual DrivesAnnual Drives• Special EventsSpecial Events• Planned Giving / EndowmentsPlanned Giving / Endowments

Strategies: Strategies: • Merger Merger • Alliance/PartnershipsAlliance/Partnerships• Shared ServicesShared Services

What Makes a Good What Makes a Good Collaborative Partner, as Collaborative Partner, as defined by the LFBdefined by the LFB

Assets / Strengths -7Assets / Strengths -7• Different Strengths / Financially Different Strengths / Financially

SecureSecure Same Vision / Goals –5Same Vision / Goals –5 Same Values -5Same Values -5 Honesty / Trust -3Honesty / Trust -3 Integrity/Ethics -2Integrity/Ethics -2

LSA Summit – Collaborative LSA Summit – Collaborative TopicsTopics

Friday 2:00 p.m. until 3:30 p.m.Friday 2:00 p.m. until 3:30 p.m.

1. Joint Purchasing Opportunities (Supplies, Health 1. Joint Purchasing Opportunities (Supplies, Health Insurance)Insurance)

2. Grant Writing -Corporate, Government, Family 2. Grant Writing -Corporate, Government, Family FoundationsFoundations

3. Communications – Inter Agency -Written, Electronic 3. Communications – Inter Agency -Written, Electronic & Oral: & Oral: Referrals, Agency Needs for Clients, etc Referrals, Agency Needs for Clients, etc

4. Non-Profit Governance - Board Trainings, Other 4. Non-Profit Governance - Board Trainings, Other Trainings,Trainings, Annual Meeting of All Boards Annual Meeting of All Boards

LSA Summit – Collaborative LSA Summit – Collaborative TopicsTopics

Saturday 8:45 a.m. until 10:00 a.m.Saturday 8:45 a.m. until 10:00 a.m.

Shared Staffing – Development, HR, Clerical, Shared Staffing – Development, HR, Clerical, Financial & OutsourcingFinancial & Outsourcing

Facility Sharing and Satellite OfficesFacility Sharing and Satellite Offices

External Communications - Electronic, Written External Communications - Electronic, Written & Oral; Donors and General Public& Oral; Donors and General Public

Funding from Individuals / Special EventsFunding from Individuals / Special Events

LSA Summit – Collaborative LSA Summit – Collaborative TopicsTopics

Saturday 10:30 a.m. until 11:30 a.m.Saturday 10:30 a.m. until 11:30 a.m.

Voluntarism (Recruitment, Training, Cross Voluntarism (Recruitment, Training, Cross Training on all agenciesTraining on all agencies

Funding Options for Partners Who CollaborateFunding Options for Partners Who Collaborate

Conversations with CongregationsConversations with Congregations

Technology - Website, electronic billing, Technology - Website, electronic billing, financial recordkeeping, statistical software financial recordkeeping, statistical software

Well defined forms of Well defined forms of collaboration from the LFBcollaboration from the LFB

The actions ( in what The actions ( in what area’s)area’s)

The forms (what forms)The forms (what forms)The outcomes or goalsThe outcomes or goals

Big QuestionsBig Questions

Impact Impact Model of Sustainability Model of Sustainability Survival Survival Reaching back to the Reaching back to the

congregationscongregations

Activity: Lutheran Activity: Lutheran Foundation FundingFoundation Funding

What Incentive Funding What Incentive Funding Opportunities can the Lutheran Opportunities can the Lutheran Foundation of St. Louis offer these Foundation of St. Louis offer these agencies to encourage and sustain agencies to encourage and sustain these collaborative efforts for the these collaborative efforts for the next three years? What are the next three years? What are the actions, hopes, and requests you actions, hopes, and requests you have to move this collaborative have to move this collaborative effort forward? effort forward?

Lutheran Services SummitLutheran Services Summit

Concordia Lutheran Church – Concordia Lutheran Church – Dining HallDining Hall• Friday, September 12Friday, September 12thth (8:30 – 4:00) (8:30 – 4:00)• Saturday, September 13Saturday, September 13thth (8:30 – 1:00) (8:30 – 1:00)

PLEASE COME!PLEASE COME!