Unit Performance Guide 1 2 3 4
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Unit Performance Guide 1 2 3 4 Volume 4, Gold Edition STARTING AND SUSTAINING Includes Exploring and LFL HIGH-QUALITY UNITS National Alliances Team Unit Performance Guide (UPG) Starting and Sustaining High-Quality Units National Alliances Team Membership Group Unit Performance Guide 1 Contents Introduction Unit Performance Guide Methodology .................................................................... 9 The Four Pillars of High-Quality Units ................................................................... 10 Chapter 1. Know The Market ................................................................................................... 13 District Nominating Committee ............................................................................. 14 Council Market Analysis Report ............................................................................ 14 Membership Reports ............................................................................................. 20 Identify Chartered Organizations ........................................................................... 20 The Whole Scouting Family ................................................................................... 23 New-Unit Commissioners ...................................................................................... 24 The District Membership Committee ..................................................................... 25 Know Our Chartered Organizations ....................................................................... 27 Vision Statements .................................................................................................. 28 How to Start a New Unit ........................................................................................ 29 Chapter 2. Make the Call ......................................................................................................... 33 Preparation ............................................................................................................ 33 Structured Sales Calls ........................................................................................... 33 Building Blocks of Scouting................................................................................... 37 Program Benefits ................................................................................................... 39 Chartered Organization Relationships ................................................................... 40 Chartered Organization Representative (COR) ...................................................... 41 Chartered Organization Checklist .......................................................................... 43 How to Start a New Unit ........................................................................................ 44 Membership Resources ......................................................................................... 45 Chapter 3. Build the Unit ......................................................................................................... 49 The District Organizing Team ................................................................................. 49 New-Unit Organizer and New-Unit Commissioner ................................................ 49 Selecting Quality Leaders ...................................................................................... 50 Training Unit Leadership ........................................................................................ 52 Unit Program Planning ........................................................................................... 53 Recognitions .......................................................................................................... 58 Tools of the Trade .................................................................................................. 59 How to Start a New Unit ........................................................................................ 60 Chapter 4. Grow the Unit ......................................................................................................... 63 Unit Key 3 .............................................................................................................. 64 Unit Reporting Tools .............................................................................................. 64 522-025 2016 Printing Recruiting Youth Members .................................................................................... 65 Successful Unit Meetings ...................................................................................... 68 Unit Performance ................................................................................................... 69 Commissioner Service ........................................................................................... 71 Commissioner Unit Service Plan ........................................................................... 73 Unit Service Plan ................................................................................................... 74 Collaborative Unit Assessment .............................................................................. 74 Commissioner Tools .............................................................................................. 77 Charter Presentations ............................................................................................ 78 Charter Renewal .................................................................................................... 78 How to Start a New Unit ........................................................................................ 80 Appendixes for Chapters 1-4 1. Council Market Analysis Report 2. Objectives Progress Report 3. District Totals Report 4. Annual Charter Agreement 5. Pack Assessment 6. Troop Assessment 7. Team Assessment 8. Crew Assessment 9. Ship Assessment 10. New-Unit Application 11. Founder’s Bar Recognition 12. William D. Boyce New-Unit Organizer Award 13. Scouting Family Organization Award 14. Commissioner Award of Excellence in Unit Service Requirements 15. BeAScout 16. Other Prospective Chartered Organizations Unique to My District 17. Unreregistered Unit Report 18. Membership Inventory 19. Charter Renewal Overflow Page 20. Trained Leader Requirements 21. Transfer Forms for Youth and Adult Members 22. National Chartered Organizations Using the Traditional Scouting Program 23. Memorandum of Understanding 24. Unit Budget Plan 25. How Scouting Is Funded 26. Unit Money-Earning Application 27. Unit Service Plan 28. Boy Scouts of America Sales Model 29. District New-Unit Chart for UPG Methodology Unit Performance Guide 3 Chapter 5. Starting an Explorer Post or Club ........................................................................ 127 Introduction .......................................................................................................... 127 The Four Phases of Starting an Explorer Post or Club ........................................ 129 How to Make These Methods Work in Your Post or Club ................................... 130 Phase 1: Know the Market/Research .................................................................. 130 Phase 2: Make the Call/Leadership ..................................................................... 131 Phase 3: Build the Unit/Program ......................................................................... 133 Phase 4: Grow the Unit/Participation .................................................................. 140 Appendixes for Chapter 5 1. Memorandum of Understanding 2. New Post/Club Application 3. Adult Application 4. Student Career Interest Survey 5. Adult Leader Training 6. 4-Phase Program Startup 7. Youth Application 8. UPG Tracking Chart 9. Journey to Excellence Post/Club Scorecard Chapter 6. Starting a Learning for Life Group ....................................................................... 167 Introduction .......................................................................................................... 167 Selling Learning for Life ....................................................................................... 168 Appendixes for Chapter 6 1. Memorandum of Understanding 2. Application for Renewal—License Agreement 3. LFL and the School Budget Cycle 4. Product Pricing 4 Unit Performance Guide BSA Mission Statement The mission of the Boy Scouts of America is to prepare young people to make ethical and moral choices over their lifetimes by instilling in them the values of the Scout Oath and Law. Aims of Scouting The aims of the Scouting movement are to build youth into quality citizens by building character, fostering citizenship, and promoting fitness. Methods of Scouting • Patrols • Ideals • Outdoors • Advancement • Association with adults • Personal growth • Leadership • Uniform Updates to this publication can be found at http://scoutingwire.org/marketing-membership Unit Performance Guide 5 Introduction The business model for the Boy Scouts of America for many years was to create more units, which would provide for more youth in Scouting. Over time, that model resulted in the creation of units without a solid foundation for sustainment and an undesirable unit dissolution rate, necessitating a new approach to the challenges of unit creation and retention. The Unit Performance Guide was developed in 2011 as a LEAN initiative to consolidate many separate pieces of literature into one resource designed to build sustainable new units and to strengthen existing units. 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