Meeting Overview

Review 2025 progress and outline 2026 strategic priorities.

Key Takeaways

• 2025 Milestones: Achieved 501(c)(3) status, launched the Integrate Framework and Maturity Model, and grew to 157 members.
• 2026 Goals: Raise $100k, pilot an ALO certification, and launch paid memberships (<$100/yr) in Feb 2026 to ensure member alignment.
• New Committees: Launching Fundraising and Outreach committees to support 2026 goals.
• Thought Leadership: Developed 9 Integrate playbooks, creating a book-worthy foundation for the certification pathway.

Topics

2025 Accomplishments

• Foundational Work:
  
  • Defined mission, vision, and values.
  • Achieved 501(c)(3) status in November → enables tax-deductible donations and access to larger grants.
  • Developed the Integrate Framework → a tangible model for building a Loving Organization.
  • Created an ALO Maturity Model → a 1-5 rating assessment.
• Growth & Engagement:
  
  • Membership: 157 members, with 10–15 new members joining monthly.
  • Assessments: 8 maturity assessments completed, validating the model's practicality.
  • Events: 24+ virtual events and 12 newsletters.
  • Volunteerism: 40+ members active across 6 committees.

2026 Strategic Plan

• Financial Goal: Raise $100,000 via memberships, sponsorships, and grants.
• Certification Pilot: Prove a successful ALO certification process, built on the Integrate Framework.
• Engagement: Increase interactive events (e.g., monthly executive roundtables).
• Membership Model:
  
  • Paid memberships (<$100/year) launch February 2026.
  • Rationale → ensure member alignment with ALO's mission.
• Board Expansion: Recruit 2 members with expertise in:
  
  • Fundraising & Grant Writing
  • Marketing & Sales/Biz Dev

New Committees

• Outreach & Partnership Committee:
  
  • Purpose: Partner with trade associations to market ALO's solutions.
  • Activities: Shape outreach strategy, identify partners, create content (scripts, webinars).
• Fundraising Committee:
  
  • Purpose: Drive the $100k fundraising goal.
  • Members: Matt (SVP, Bank of America), Erin (Sr. Philanthropy Officer, Newport Hospital), and Grace Chang.

Thought Leadership & Playbooks

• Foundation for Certification: The committee developed 9 playbooks, one for each letter of Integrate.
• Playbook Structure: Each playbook combines:
  
  • Guiding principles & goals
  • Key system shifts (e.g., "Embody" → shift from slogans to lived values)
  • Actionable interventions (e.g., "Value of the Month" storytelling)
  • Metrics (e.g., % of employees who see values reflected in work)
  • Research & case studies
• Key Insight: Trust and Inspire are key drivers for performance across the entire framework.
• Member Feedback: The playbooks were praised as a book-worthy foundation that provides credibility and a clear path for transformation.

Next Steps

• Apurv, Katherine, Dalia, Terre, Ruchin:
  
  • Recruit 2 new board members with fundraising/marketing expertise.
• Jennifer Beech:
  
  • Serve as the central contact for members interested in joining committees.
• Calvin Arsenault:
  
  • Add new members (Jeffrey Deckman, Jeff Cohn, Darlene Schindel, Joe Machicote) to the Thought Leadership Committee.
• Terre Short:
  
  • Feature Joe Machicote's new book, "Own Thy Stuff," in the ALO newsletter.
• All Members:
  
  • Reach out to Jennifer Beech to join the new Fundraising or Outreach committees.