ICF Vancouver Chapter Annual Report April 2012 – March 2013

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Board Members elected April 2012 .......................................................................3 President’s Report ................................................................................................4 Financial Report ....................................................................................................7 Coach Giving Portfolio......................................................................................... 11 Communications Portfolio .................................................................................. 13 Events Portfolio .................................................................................................. 14 Membership Portfolio ......................................................................................... 15 Programs Portfolio .............................................................................................. 17 Sponsorship Committee ...................................................................................... 19

ICF Vancouver Chapter Annual Report 2012-2013

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Board Members elected April 2012 Board Member

Role

Cheryl Stafford

President

Karole Sutherland

Past President

Cherie Williams

Vice-President

Nancy Hogan

Treasurer

Shelley Harris

Coach Giving

Deborah Richardson

Communications

Suzanne Gavin

Events

Nimrat Dhariwal

Membership

Christine Baudot

Programs

Stepped down 2012

Suzanne Ricard-Greenway

Programs

Appointed July 2012 to fill vacancy

Deb Little

Sponsorship

ICF Vancouver Chapter Annual Report 2012-2013

Comments

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President’s Report Cheryl Stafford, President It has been an honor to serve as the Board President for the past year. I had the privilege to work with talented and committed Leadership teams. We started the Board year with a Planning Session. Together, we created the Chapter vision and goals for the upcoming year and reviewed individual Board member goals to ensure alignment and support with ICF Global. Our Vision and Goals for the Year included: 2012/2013 Chapter Vision   

Promoting awareness of professional coaching in Vancouver; Building a strong community of coaches and encouraging collaboration among Chapter members; Supporting quality continuing professional development and continuing education for coaches.

2012/2013 Board Goals    

Increasing the number of ICF credentialed coaches in the Vancouver Chapter in support of ICF Global standards. Building the volunteer capacity of the Vancouver Chapter portfolio committees to ensure sustainability and succession. Creating and hosting an inclusive coaching awards event honoring a variety of coaching disciplines. Launching a new website with a more effective platform to involve coaches in Chapter activities and that enables individuals and organizations to locate coaching services.

Upon reflection on the year passed, it is evident that the Leadership team and volunteers worked collaboratively toward achieving these goals and to building capacity for coming years. The primary focus for the year pivoted on building and strengthening our volunteer base to support sustainability and succession for future Boards. With true team effort, we enrolled over 50 volunteers who, collectively, were responsible for the successes of the Vancouver chapter this past year. Through the Herculean effort of these volunteers, I believe we have capacity to support our growing chapter and are able to continue delivering meaningful services to our members in the form of outstanding programming and world-class events. Kudos to this great team and the effort they put forth to service the coaches in our Chapter.

ICF Vancouver Chapter Annual Report 2012-2013

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In each of the portfolio reports that follow, you will read about some of these successes. We:     

Are the third 3rd largest chapter in Canada; Launched the inaugural Coach Impact Award; Started the work on developing a new interactive website; Put together a task force to streamline the credentialing process; Provided ongoing support to the Minerva and Chance to Choose programs.

We established a volunteer portfolio with the hope to provide some structure for our volunteers in their various roles and responsibilities. This is now up and running and taking shape. We plan to continue building this portfolio to ensure the needs and expectations of our volunteers are met. A Glimpse of the Year to Come For the upcoming year, we have added an Internal Alliances portfolio, which includes overseeing the volunteers. This portfolio will work closely with individual Board members to:   

Create efficiencies in their area Help support collaboration between portfolios to reduce duplication of efforts Leverage and utilize resources

We have also decided to again pursue the Professional Alliance role. Through this portfolio, we want to strengthen our relationships in the community. We see this as an important factor in raising awareness of professional coaching and its benefits. Another big change for this coming year is in the Virtual Assistant role. The secretarial duties, minute taking and related board administration, will be subsumed in this role freeing up volunteer time to focus on the more strategic work that benefit our membership. One of the biggest challenges we faced this year was resourcing as we endeavored to roll out a new website in the same year as launching our Inaugural Coaching Awards Event Gala. Our resources were stretched to the limit. We decided to focus our efforts on the Awards Event and began background work on the website. We expect the new website to be up and running by winter 2013! A proud moment for this year was the launch and success of the Coaching Awards Event Gala. It took 10 months of planning and execution by a core team of volunteers and an even bigger team of volunteers behind the scenes to pull it off. And that we did!!! On February 21, we awarded 5 Prism awards and 3 Coach Impact awards to credentialed ICF coaches, coachees, and organizations who exemplified coachlike performance. We recognized our volunteers and newly credentialed ICF coaches. Feedback from a variety of constituent groups indicated overwhelming success and our Board has approved for us to move forward with this event again in 2014. In keeping with our Past President’s mantra for the Board of “leave it better than you found it”, I am proud to say that the Leadership has succeeded in this respect once again. We have enhanced processes, increased efficiencies, and where there were roadblocks we found ways around them to create action ICF Vancouver Chapter Annual Report 2012-2013

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plans that drove success. I would like to express my sincere thanks to the members of the Leadership team who steered our ship into the sunset: Karole Sutherland, Cherie Williams, Nancy Hogan, Shelley Harris, Deborah Richardson, Suzanne Gavin, Nimrat Dhariwal, Suzanne Ricard-Greenway, and Deb Little. Thank you for your time, effort, and amazing dedication to our coaching community! As I near the end of my term as President, I want to thank all of you for your support of my learning in taking on this role. I was fortunate to follow in the footsteps of an amazing mentor President and am grateful to all of those before me who paved the way. I have grown from and enjoyed my leadership role with the ICF Vancouver Chapter and am looking forward to staying connected and involved as the Past President.

Respectfully submitted, Cheryl Stafford President

ICF Vancouver Chapter Annual Report 2012-2013

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Financial Report Nancy Hogan, Secretary Treasurer BALANCE SHEET

March 31, 2013

ASSETS Current Assets Chequing/Savings Bank Accounts PayPal Petty Cash Van City - 7039 Van City - Shares Total Bank Accounts Total Chequing/Savings

60.00 35,069.71 5,011.36 40,141.07 40,141.07

Accounts Receivable Accounts Receivable Total Accounts Receivable

-

Prepaids Prepaid Expense - HRMA Exhibits Total Prepaids Total Current Assets

TOTAL ASSETS

ICF Vancouver Chapter Annual Report 2012-2013

3,160.30 3,160.30 43,301.37

43,301.37

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LIABILITIES & EQUITY Current Liabilities Accounts Payable Accounts Payable Total Accounts Payable

82.50 82.50

Other Current Liabilities Credit Cards

-

Unearned Revenue

-

HRMA – Coach’s Fees

-

Meeting Fees

-

Total Unearned Revenue

-

Total Other Current Liabilities

-

Total Current Liabilities Long Term Liabilities Total Liabilities

82.50 82.50

Equity Opening Balance Equity

30,863.84

Net Surplus (Shortfall) YTD

11,098.81

Net Income Total Equity

TOTAL LIABILITIES & EQUITY

ICF Vancouver Chapter Annual Report 2012-2013

1,256.22 43,218.87 43,301.37

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INCOME STATEMENT - SUMMARY Ordinary Income/Expense

April 1, 2012 – March 31, 2013 Actual

Fiscal Budget

Difference

Income Coach Giving

-

120.00

120.00

Communication & Coach Awareness

1,690.00

1,200.00

(490.00)

February Event

7,179.22

8,625.00

1,445.78

36.09

-

(36.09)

7,476.20

6,875.00

(601.20)

General Operating Membership Programs & Special Events

5,610.00

6,000.00

390.00

10,170.00

12,000.00

1,830.00

32,161.51

34,820.00

2,658.49

40.00

460.00

420.00

Communication & Coach Awareness

9,219.39

14,214.00

4,994.61

February Event

8,773.80

8,435.00

(338.80)

General Operating

8,353.58

7,148.00

(1,205.58)

38.75

1,140.00

1,101.25

4,173.62

7,020.00

2,846.38

306.15

1,100.00

793.85

Volunteer

-

1,385.00

1,385.00

Total Expense

30,905.29

40,902.00

9,996.71

1,256.22

(6,082.00)

(7,338.22)

Sponsorships Total Income Expense Coach Giving

Membership Programs & Special Events Sponsorships

Net Income

Respectfully submitted, Nancy Hogan Secretary Treasurer

ICF Vancouver Chapter Annual Report 2012-2013

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Coach Giving Portfolio Shelley Harris, Coach Giving Chair Coach Giving attained the following goals: Operational Manage pro-bono coaching initiatives to meet objectives of the coaches, ICF and the organizations and individuals who are the recipients of pro-bono coaching. 

Minerva Helping Women Work (MHWW) – Programs supporting women returning to the workforce.- REDEFINED o Programs Supported – September 2012 to June 2013 (in-progress). o 1 Career Exploration (CE - 5 month duration) 16 protégées / 16 coach supports. o 2 Kick Start (KS - 6 weeks duration) with one additional program to commence and complete by June 2013 approximately 45 protégées / 45 coach supports. o This year represented one to one coach /protégée format and will close at approximately 178 coaching hours for ICF credentialed coaches and or coaches working toward their ICF credentialing. o An initiative that supports the awareness of professionalism through credentialing. o This year’s program offerings were redesigned, coordinated, and delivered creating a successful transition through the outstanding leadership of Martha Sales - Program Coordinator.



A Chance To Choose Program (C2C) - Supporting youth with multiple barriers.- CONTINUED o The students completed a 15-week pre-employment team building and career development program. Each program is supported by 2 half day facilitation with the option to pair with a coach for an additional three one hour coaching engagements. o This fiscal year offered three programs which ran in June, November, and February. o The programs were supported by 20 Chapter members. o Deb Little – Program Coordinator, most successfully continued to champion the facilitation and coordination of this program.



Special Projects – Pro Bono Not-for-Profit Executive Coaching Initiative - NEW o Initiation of a new project to support the on-going awareness of professional coaching to the not-for-profit sector in our community. To continue to create awareness for our ICF as an organization and to provide an opportunity to engage both women and men executive credentialed coaches. o This project was proposed to the committee and approved for a beta roll out. o An initiative that supports the awareness of professionalism through credentialing o This program has been in development throughout this fiscal year and is in preparation to roll out under the most capable leadership of Karol Sutherland – Special Projects Coordinator

ICF Vancouver Annual Report 2012

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Coach Giving Project Assessment Tool was utilized to determine the feasibility of the not-for-profit “special project” to ensure and support the integrity of the coach giving mandate. Strategic Develop processes for measuring the benefit of Coach Giving activities for all stakeholders e.g. chance to choose – is it meeting needs Committee was redefined and reorganized with the intent to capture areas of responsibility within this portfolio whereby creating an avenue for process support, collaboration and enthusiasm to support ongoing growth and development of stakeholders and chapter members. Committee Supporting Members REORGANIZED:     

Vice Chair / Program Coordinator Minerva: Martha Sales Past Chair: Lynne Brisdon - advisory and support Secretary : Edi Spanier - scribe C2C Program Coordinator: Deb Little Special Projects Coordinator: Karole Sutherland – researched and sourced out new initiative

We continued to enhance the profile and awareness of the chapter, the profession and local coaches through coach giving committee initiatives. Generative How could we build the benefits of coach giving for our coaches and for the broader community? Through our redefining, on-going and new initiatives we have accomplished expanded awareness of the ICF as a professional organization and provided expanded member participation. We continue with the process of expanding our profile to support greater collaboration in the community and succession planning for our chapter members’ participation.

Financial Report (to March 2013) Revenues Expenses

zero zero

Respectfully submitted Shelley Harris Coach Giving Chair

ICF Vancouver Annual Report 2012

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Communications Portfolio Deborah Richardson, Communications Chair, February 2012 – March 2012 Accomplishments  Developed Constant Contact e-blast template  Developed a Constant Contact Newsletter Template  Monthly Newsletters distributed to over 600 groupsite members (41% open rate)  Weekly E-blasts distributed to over 600 groupsite members (38% open rate)  LinkedIn group site – maintained with weekly postings – 44 to 370 members  Collaborated with @ICFHQ on weekly twitter program  Twitter followers – moved from 310 to 706  Generated $640 in paid ad revenue  Press release/human interest story (being written) about Gala Awards Event  Interviews and articles, written on each Award recipient to be used in upcoming communications (in progress)  Completed new brand guidelines for logos, updating web and social media  Created new brochures for events, new banner and brochures  Created a Facebook page (non-profit) so that administrators are transferable  Interviewed Board Members –re: how could a new website assist their portfolios  New Website research: complied and handed off to Cheryl/Joss  Recruited an volunteer editor until May 2013 Challenges  Lack of volunteers  Limited flexibility with website is a stumbling block for growth Future Focus  Assist in the onboarding of the new website (anticipated for fall 2013)  Re-develop E-blast, newsletter, paid ads ( new platform through website)  Work with Board members to create a communications plan for each portfolio  Establish a new volunteer committee  Assist in the onboarding of new VA  Assist in the creation of an ICF Vancouver chapter video trailer (to launch w/ new website)

Respectfully submitted, Deborah Richardson Communications Chair ICF Vancouver Annual Report 2012

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Events Portfolio Suzanne Gavin, Events Chair Goals  Promote awareness of professional coaching through hosting a combined Awards Gala for 2013 to include both PRISM and Introduction of Coach Impact Awards  Create and host an inclusive coaching awards event to honour ICF Vancouver Chapter Coaches Activities  Committee established May 2012 to design the Coach Impact Award and Gala Event for 2013  Date selected to coincide with Coaching week, (coaching week date since changed by ICF International) Event held February 21, 2013  Target 150 attendees, actual attendance was 156, additionally event sold out 3 weeks in advance of February 21, 2013  Five PRISM awards were awarded to Organizations and Coaches  Three Coach Impact awards were awarded to Coaches  Event met goals to build awareness within the Community of Coaching and the Impact, however the greater challenge moving forward is how do we move this beyond the Coaching Community to a broader audience  Coach Impact Award well received by ICF Vancouver Coaching Community; this award filled a gap for independent coaches who did not meet PRISM requirements  Coach Impact Award received 15 submissions, agreed by committee that a maximum of 3 awards would be given to Recipients  PRISM Award time frame was reduced to 3 months to be coaching within organization, this was done with the potential to increase the number of submissions, total submissions 5  Awards Committee chose an evening event time, which was well received by attendees, as they were not rushing to work  Tickets were sold at a less than breakeven price with the deficient charged to Sponsorship dollars for 2013  Good cross collaboration between Portfolios, with special mention to Sponsorship and Communications  Feedback was collected from Board members, Committee members, Judges and Recipients  Final report provided to Board, Board to determine if event will be held in 2014 Respectfully submitted, Suzanne Gavin Events Chair

ICF Vancouver Annual Report 2012

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Membership Portfolio Nimrat Dhariwal, Membership Chair Operational Goals 

Welcome new ICF members to the Vancouver Chapter o We have committee and board members greeting members at the door for chapter meetings o A future focus would be to call new members once they join the ICF and welcome them to the chapter.



Manage the registration process at chapter meetings o Smoother registration at chapter meetings:- Moved from long lines at the door with paperwork having to be filled out multiple times to an online system, checking off name and picking up badge. This was only possible with the online system implemented by Joss Rowlands of the Programs committee and the members who pre-register online the day before chapter meetings so we can prepare the badges, sign in sheet, door prize draw slips. With this smoother process members have more time to network before the meeting starts.



Increase the ICF membership from 325 (March 2012) members to 340 (March 2013) o We had 347 members in March 2013. o We are happy to report that our chapter had the best chapter retention rates worldwide in 2012. By May 31st 2012, 79% of our members had renewed their ICF membership.



Increase the number of accredited ICF coaches from 123 to 140 o We had 52 coaches become accredited from 1 April 2012 to 31 March 2013. We now have a total of 157 accredited coaches in the Vancouver chapter.

Strategic Goals  Develop materials and methods to assist members who are seeking accreditation form the ICF o We had a volunteer working on this goal in 2012 who could not continue volunteering so this goal was scaled back to provide information and useful links in monthly newsletters about accreditation. Also Colleen Foran, a membership volunteer has provided her contact information for people who have questions regarding the portfolio route to accreditation. She is happy to answer questions. Further materials will need to be developed by the incoming committee.

ICF Vancouver Annual Report 2012

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Generative Goals  How can we increase the value and relevance of ICF membership for local coaches? o Get information from members on value and relevance during the AGM and/or member survey. Work on providing for member needs during upcoming year

Respectfully submitted, Nimrat Dhariwal Membership Chair

ICF Vancouver Annual Report 2012

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Programs Portfolio Suzanne Ricard-Greenway, Programs Chair Joss Rowlands, Programs Vice-Chair Operational Goals  Identify and book speakers for Chapter meetings to ensure consistent high attendance  Summarize and distribute evaluations of monthly chapter presentations: due to capacity issues, lack of efficient systems and amount of time involved in this process, the decision was made to cease distribution of Fluid Survey as a means of evaluation following the November 2012 meeting  Promote Chapter meetings to meet attendance targets: attendance grew steadily throughout the year  Obtain and distribute CCEUs for each presentation: achieved Strategic Goals Explore and make recommendations for other educational opportunities that will benefit a greater segment of our membership: collaborated with other networks to bring high calibre speakers for October and possibly November 2013 Generative Mandate How can we involve more of our ICF community in learning, the exchange of ideas and the development of coaching? Undertaking a needs assessment at the AGM to gather feedback to inform Board planning for 2013-2014 Committee Goals and Results Build on the foundation developed by previous Programs Committees and improve processes to bring value to members who attend monthly meetings  A dedicated committee met regularly since July 2012 to discuss, plan and create monthly events and execute tasks involved in running Chapter meetings smoothly 

Speaker guidelines and other processes were refined to capture information to develop marketing and communications material, meet the 'value-add' criteria for workshop delivery, and apply for CCEUs



Kudos to committee members: Marilynn Kendall and Rita Kampen

Work in collaboration with other Portfolios and create a manual to support the successful running of Chapter meetings  Huge kudos to Joss Rowlands who, through her commitment and technical expertise, succeeded in streamlining the registration process and delivery of CCEUs by resolving multiple platform-related issues that impacted these processes 

Speakers are confirmed for September and October 2013 Chapter meetings to facilitate the new Director's transition into the Programs portfolio



A draft manual is being finalized to hand over to the new Programs Director including a pipeline of potential presenters for 2013/2014

ICF Vancouver Annual Report 2012

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Summary of Chapter Meetings 2012/2013 Month September

Attendees 50

Topic Relationship Systems Intelligence

Presenter Juhree Zimmerman

CCEUs Core competencies: 0.5 Resource Development: 0.5

October

30

Barbara Coates

Resource Development: 2.0

November

50

How to Use Traditional and Digital Strategies While Living in a Virtual World ‘Meet Us at the Café’ - World Café on ICF Global Conference

Panel

Core competencies: 1.0 Resource Development: 1.0

December

15 Webinar (All received CCEU’s)

Boost your Cross Cultural Competencies and Experience Conscious Intercultural Interactions!

Christine Baudot and Margarita GokunSilver

Core competencies: 1.5

January

61 (45 CCEU certificates) 66 (40 CCEU certificates) 40 (33 CCEU certificates)

Assess for Success: Assessment Tools at Your Service Your Personalized Business Blueprint

Ken Keiss

Resource Development: 2.0

Michael Charest

Resource Development 1.5

Top Ten Negotiation Blunders and How to Prevent Them: Collaborative Negotiation Skills for Work and Life Storytelling: The Lost Art of Connecting in a Chaotic World Capturing the Wisdom of Groups

Leanne Harder

Resource Development: 1.5

Kent Williams

Resource Development: 1.5

Karole Sutherland

Resource Development: 1.5

February

March

April

~34

May

To come

Respectfully submitted, Suzanne Ricard-Greenway, Programs Chair Joss Rowlands, Programs Vice-Chair

ICF Vancouver Annual Report 2012

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Sponsorship Committee Deb Little, Sponsorship Chair Sponsorship hit the ground running this year but got a late start with our marketing. The reason for the delay was to enable us to redesign the sponsorship levels with the intention of offering more clearly defined and traceable benefits to the sponsors. I worked with Shelley Sainsbury a professional well versed in sponsorship design to design, and promote enrollment into programs. And we were successful. Our program design was complete by the end of November leaving only seven weeks to enroll sponsors for the year. The new sponsorship levels are based on advertising opportunities at our Awards Event. We have (1) Presenting Sponsor for $3000, (3) Event Sponsors at $2000 each and (3) Partner Sponsors at $750 each. We also offered (2) opportunities for In-Kind Sponsors. Beyond the event we also established sponsorship opportunities for chapter meetings to host a chapter meeting. All totaled the sponsorship portfolio raised over $10,000 and in the end for this year. And we still have Chapter meeting sponsorships available for the balance of 2013. We also had a volunteer Keith Sullivan design a spreadsheet to be able to track the benefits of the packages that the sponsors pay for. There is still follow up with the Presenting and Event sponsors to be able to establish dates to fulfill their contractual requirements with respect to e-blast opportunities. With the sponsorship levels established the sponsorship committee will be working to fill all levels for the next year's awards event and will be starting in September to secure these sponsorship funds. Respectfully submitted, Deb Little Sponsorship Chair

ICF Vancouver Annual Report 2012

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