assignment.
When writing this report, use the provided headings and subheadings (bullet points). This enables consistency in form and serves as an aid in logical presentation of thoughts and ideas. A table of contents is required. The following topics are meant to serve as a guide to preparing the agency profile. Each applicable bullet point should be addressed with a short paragraph(s) and should be no longer than a page. If a bullet point is not applicable to your situation or agency, delete it from the document. Otherwise, keep the following format and add the content to each bullet point.
❖ Background on Agency
➢ Detailed history of the development of the agency
➢ Legal Status of Agency
▪ How the Agency was created
• Nonprofit, For-profit, or Public
➢ Mission Statement
➢ General information about the community, region, and agency
▪ Location
▪ Outstanding or unique features (historical sites, waterfronts, etc.)
▪ Goals (political, commercial, social etc.)
➢ Agency Facilities
➢ Complete description of Clientele/Patrons/Guests
❖ General Administration
➢ Governing Body (Advisory Board, Board of Directors, Commissions, etc.)
▪ Board objectives
▪ Relationship with department or organization
➢ Agency Organization & Personnel Organizational Structure/Chart
➢ Departmental organization
▪ Personnel operations and policies
▪ Job assignments, responsibilities, and duties
▪ Employee, salaries, benefits, etc.
▪ Professional affiliations (NRPA, CoSIDA, NCAA, NAIA, NIRSA, etc.)
➢ Finances
▪ Revenue Generation
• Tax subsidy (procedures for obtaining funds)
• Sales
• Rentals
• Grants
▪ Policies and procedures for handling money
• Receipts and accounting
• Vouchers, purchase orders, bids, etc.
▪ Budget
• Steps in preparing the budget
♦ New programs, employees etc.
• Budget operations
▪ Special finance problems
• Fees and Charges
• Payroll
• Petty Cash/P-Cards
• Donations and gifts
➢ Auditing procedures
❖ Planning
➢ Business Plan
➢ Strategic Plan
▪ SWOT Analysis
• Strengths
• Weaknesses
• Opportunities
• Threats
❖ Public Relations and Marketing
➢ Marketing Plan
➢ Responsibility for Public Relations
➢ Marketing Process
▪ Sponsorships (Solicitation, activation, fulfillment, etc.)
▪ Sales
▪ Advertising
▪ Promotions
➢ Marketing Media and Publications
▪ Digital
▪ Social Media
▪ Radio
▪ Television
▪ Brochures
▪ Print
➢ Handling complaints
❖ Volunteer Program, Resources, & Relationships
➢ Agency Philosophy and Policy regarding volunteers
➢ Resources for volunteers
➢ Recruitment of volunteers
➢ Screening and selection of volunteers
➢ Volunteer Orientation and training
➢ Volunteer-Staff relationships (supervision, recognition, & evaluation)
❖ Services Offered and Program/Event Operations
➢ Program and Event Planning/Process
▪ Templates or process to follow
➢ Supervision and Responsibility
▪ Coordination of staff
▪ Coordination of venues and facilities
▪ Program Areas/Event Services
• Athletic teams/sports
• Youth programs
• Camps
• Aquatics
• Special events
• Fitness and wellness
➢ Program/Event Operation
▪ Registration-reservation procedures (online software, in-person, phone, etc.)
▪ Event software (tournament/league creation, statistical tracking, analytics, replay, etc.)
▪ Conduct and implementation of activities
• Events, games, and leisure programs
• Tours, concerts, and special events
• Lectures, seminars, and workshops
➢ Publicity of program(s)
▪ Printed program media
▪ Publicity media (social media, press, radio, TV, personal appearances, etc.)
➢ Program evaluation
▪ Methods used
▪ Participants’ comments
▪ Visitor use surveys
▪ Staff evaluations
❖ Sites and Facilities
➢ Detailed description of Agency facilities and spaces
▪ Buildings (athletic, green space (fields), leisure, fitness, aquatics/pools, etc.)
▪ Exhibits, nature center, amphitheater, arboretum, camps (residential and day), marina, etc.
▪ Trail system, pathways, etc.
▪ Educational facilities
➢ Evaluation of facilities
▪ Types of functions of various area
▪ Design and layout
▪ Functional operation
➢ Criteria for justification for new development
➢ Planning process for new development
▪ Community involvement in the planning process
▪ Master plans