Increase the level of scholarship support as much as possible.

• Increase level of support annually toward the goal of $100,000 in 2024, with possible increase each following year

• Increase endowed/sponsored scholarships

• Establish a process by which endowments can be made to CPF

Increase the number of statewide scholarships as appropriate through periodic review.

Attract more highly qualified applicants for CPF scholarships – CPF should receive at least a few applications from every eligible academic program.

• Tally number and distribution of applicants and scholarship recipients for past several years

• Review scholarship application requirements

• Make more concentrated efforts by Board members through department/faculty contacts at each eligible academic program

Strengthen the connection between scholarship program and professional planning.

• Review scholarship selection criteria to emphasize potential for leadership in practice

• Refine interview questions

• Maintain criteria supporting diversity in the scholarship program

Increase the visibility of scholarship recipients.

• Identify recipients at APA California Conference (e.g., ribbons on badges)

• Provide press release to academic programs, school newspapers and local newspapers

• Increase interaction between recipients and CPF Board

• Share scholarship recipient highlights with APA California Board

Track previous scholarship recipients through their careers.

• Develop a data base of past recipients starting in 2002.

• Develop a tracking system, including APA California membership and job positions

Manage administrative responsibilities and costs associated with scholarship program.

Continue to focus scholarship support on undergraduate and graduate students in accredited and non-accredited programs in California. Consider extending eligibility to students in professional doctoral programs.

Clarify professional development mission

• Clarify CPF and APA California roles

• Balance fundraising requirements with a professional development mission

Establish professional development niche

• Review the nature of competing offerings

• Be flexible/adaptable to timely topics

• Emphasize a different angle or approach, e.g.: ·

  • Lessons from case studies

  • Simulations

  • Nuts and bolts for different levels – entry and advanced

Sponsor two sets of workshops per year.

• Each set of workshops should include at least one workshop in Northern California and one workshop in Southern California.

• Schedule workshops in the May-June period and the October to mid-November period.

• Target a minimum enrollment of 20 per workshop session and increase net income per workshop session.

Develop co-hosting and sponsorship relationships.

• Work with APA California Chapter and Sections

• Co-host with academic programs, including use of university facilities

• Offer AICP certification maintenance credits for CPF workshops

Increase exposure to workshop materials/results.

• Publish materials on website

• Publish follow-up article in CalPlanner

Address operational issues.

• Prepare workshop planning checklist

• Establish a regular schedule with an appropriate lead time

• Simplify and focus publicity

• Involve several board members in logistical support

Balance costs and fees.

• Keep registration fees reasonable, but commensurate with length and quality, and not underpriced compared with the competition

• Provide discounts for selected audiences – e.g., multiple participants from a single agency or firm; recent graduates; past scholarship recipients; AICP exam aspirants

• Continue to use donated facilities

• Continue to use volunteer presenters in local area – no honorarium or travel reimbursement

• Provide net revenues to support scholarship program

• Set a norm for the ratio of income to expenses for professional development activities

Determine the appropriate level of investment income and other revenues to sustain a sound fiscal status.

Fund scholarships as well as operating costs from endowment return and annual income. Do not reduce the endowment.

Increase the CPF endowment by at least $10,000 per year. In 2002, the endowment was approximately $125,000. In 2021, the endowment was over $240,000.

Increase revenues from auction and workshops to increase endowment as well as to cover cash flow.

Establish a structured campaign for increasing donors, i.e., Friends of CPF

Establish a guideline regarding the proportion of the budget for scholarships vs. administrative costs over a fiscal year – e.g., total annual administrative costs should remain less than one-half of the scholarship program budget.

• Select meeting locations carefully to manage travel costs

Maintain a relatively liquid reserve sufficient to cover two years of regular expenses.

Maintain Board strengths while seeking to reduce weaknesses

• Seek ways to share Board assignments and balance tasks over the year – review calendar of activities

• Add non-members in committees to manage events (such as CPF does now with the nominating committee)

• Find ways to recognize significant contributors in a meaningful way, for example, “Friends of CPF”

• Consider staff support

Strengthen APA California liaison

Strengthen relationships with academic programs

Establish communications strategy

• Publish regular articles in CalPlanner

• Establish a website as an outreach tool

• Consider alternatives to the brochure – perhaps a datasheet on the web that also prints well

• Explore free “ad” in CalPlanner

Identify key information to be shared

• Mission – clarify role of CPF as a foundation

• Activities ·

  • Schedule and application procedures for annual scholarships

  • Information and registration for workshops

  • History of workshop topics

• Board members

• Scholarship recipients

Establish CPF archive