To: BSA Foundation Trustees From: Mike Davis FAIA, Chair ... · Date: July 13, 2016 General The BSA...

To: BSA Foundation Trustees From: Mike Davis FAIA, Chair Re: Meeting agenda Date: Wednesday, July 13, 2016 Our next meeting begins at noon on Wednesday, July 13, 2016 at BSA Space, 290 Congress Street, Boston. Lunch will be provided.

AGENDA

12:00 PM Call to Order 12:05 PM Approval of April 17, 2016 meeting minutes [VOTE] 12:10 PM Treasurer’s Report

• 2016 financial position • Development report

12:20 PM Committee Reports • Finance Committee

o Auditors Report • BSA/BSA Foundation Civic Task Force • BSA Space Exhibitions Committee (see ED report) • Nominating Committee – send recommendations to Eric – 3 public, 2 architects

12:30 PM Strategic Conversation • Report from Strategic Planning subcommittee • Homework Assignment: page

o It’s been five or ten years from now and the BSA Foundation has just been written up in a major publication. What would the headline be saying about our organization? What would be a featured quote about the organization? Who would be saying it? Draw a picture or describe a photo that would appear in the publication. Include a caption.

• Discussion 1:45 PM Other business 2:00 PM Adjournment ENCLOSURES:

2016 Trustees list ............................................................................................................... p. 2 2016 Meeting schedule ....................................................................................................... p. 3 2016 Foundation Committees roster ................................................................................. p. 4 Executive Director’s Report ................................................................................................ p. 5 Minutes of April 2016 meeting .......................................................................................... p. 10 2015 Auditors results ......................................................................................................... p. 12 Development report .......................................................................................................... p. 27 Strategic Task Force report meeting prep materials ..................................................... p. 30 Strategic Task Force working notes ................................................................................. p. 41 Q2 2016 Foundation budget. * Pledge receivables due. * Balance sheet. * *To be distributed at the meeting

2016 BSA Foundation Trustees Anthony Consigli (’16) Consigli Construction Company 72 Sumner Street Milford MA 01757 508-473-2580 / [email protected] Mike Davis FAIA (‘17), Chair Bergmeyer Associates 51 Sleeper Street Boston MA 02210 617-542-1025 / [email protected] Steve Eustis (’17), Secretary Commodore Builders 404 @yman St. Suite 400 Waltham MA 02451-1264 617-593-7286 [email protected] Nadine Gerdts (’18) Rhode Island School of Design Landscape Architecture Department 2 College Street Providence RI 02903 617-233-4240 / [email protected] Rickie Golden (’18) Corcoran Jennison Companies 150 Mount Vernon Street Dorchester, MA 02125 617-822-7217 / [email protected] Bennet Heart (’16) Noble, Wickersham & Heart LLP 1280 Massachusetts Ave Cambridge, MA 02138-3840 617-491-9800 / [email protected] Eric Krauss (‘17) New England Aquarium Central Wharf Boston, MA 02110 617-973-5200 / [email protected]

Peter Kuttner FAIA (’16) Cambridge Seven Associates 1050 Massachusetts Avenue Cambridge, MA 02138 617-492-7000 / [email protected] Anne-Marie Lubenau AIA (’18) Bruner Foundation 130 Prospect St Cambridge, MA 02139 (617) 492-8404 / [email protected] Peter Madsen FAIA (’16), Treasurer Edo Essex Properties 44 Beacon Street Boston MA 02108 617-848-9293 / [email protected] Kelly Sherman (’18) 71 Fulkerson Street Cambridge, MA 02141 617-901-2435 / [email protected] Theodore T. Touloukian, AIA (’18) Touloukian Touloukian Inc. 151 Pearl Street Boston, MA 02110 617-526-0884 / [email protected] Laura Wernick FAIA (’17), Vice-chair HMFH Architects, Inc. 130 Bishop Richard Allen Drive Cambridge, MA 02139 (617) 844-2113 / [email protected] Kenneth Willis (’18) Federal Home Loan Bank 800 Boylston St Fl 9 Boston, MA 02199 617-292-9631 / [email protected]

2016 Meeting Schedule Wednesday, January 13 – Board orientation Noon Thursday, January 14 – Joint reception for BSA & Foundation 6 pm Wednesday, February 17 – Board meeting Noon Wednesday, April 13 – Board meeting Noon Wednesday, July 13 – Board meeting Noon Thursday, September 8 – Joint board meeting with BSA & Foundation Noon Wednesday, October 12 – Annual board meeting Noon

2016 BSA Foundation Committees Finance Committee Eric Krauss Anne-Marie Lubenau AIA Peter Madsen FAIA Ted Touloukian AIA Kenneth Willis Laura Wernick FAIA Joint BSA/BSA Foundation Strategic Cte Mike Davis FAIA (BSA Foundation) Bennet Heart (BSA Foundation) Peter Madsen FAIA (BSA Foundation) Jim Collins FAIA (BSA) Stephen Gray, Assoc. AIA (BSA) Tamara Roy AIA (BSA)

Public Programs Committee Nadine Gerdts Rickie Golden Bennet Heart Peter Kuttner FAIA Anne-Marie Lubenau AIA Kelly Sherman Kenneth Willis

BSA/BSA Foundation Civic Task Force Mike Davis FAIA Nadine Gerdts Rickie Golden Anne-Marie Lubenau AIA BSA Space Exhibitions Committee Peter Kuttner FAIA Ted Touloukian AIA Laura Wernick FAIA Nominating Committee Anthony Consigli Steve Eustis Laura Wernick FAIA Institutional Advancement Committee Mike Davis FAIA Peter Kuttner FAIA Kelly Sherman Ted Touloukian AIA Laura Wernick FAIA

To: BSA Foundation Board From: Eric White Re: Executive Director’s Report Date: July 13, 2016 General The BSA and BSA Foundation staff has been hit by an unusual array of circumstances leaving us short-staffed by seven (7) or 1/4th of our people. While most of these are unexpected, we are working to ensure that all our work continues with little or no noticeable impact to our programs and services. We are happy to announce we are joined on staff by Elliya Cutler who will be organizing our volunteer programs and assisting with the civic work. Financials The 2015 audit is completed and report is included. Overall the Foundation is in a good financial position from this first report. Q2 just closed, though all the information is not yet complete. Current financial report is enclosed. Development See Development report, which also includes grant details, for more information. With Penny unexpectedly out for an extended time, Caitlin, Pamela and I have been working to continue IAQ work. We have suspended Meet the Foundation meetings for the summer and focused our attention on cultivation of existing and strong prospects. Friends of BSA Space The Friends of BSA Space program has grown steadily with now just over 500 Friends and a growing at a rate of about 75 people each month. The Friends cards have been printed and are being mailed out to those who have signed up for the program. Surveys and other correspondence are being developed to keep Friends engaged with the exhibitions and programming at BSA Space. A Friends-specific “Meet the BSA Foundation” is also being discussed as a tool to further engage Friends of BSA Space participants and we look to engage these people in our fundraising efforts. Communications The new exhibition Extraordinary Playscapes has received great press including significant coverage in the Globe, while our Architectural Cruise, in partnership with the Charles River Boat Company and Boston by Foot, is being featured on WCVB’s Chronicle, which features an interview with BSA Foundation Vice-Chair Laura Wernick FAIA. Toronto Star reporter Rick McGinnes engage Foundation Chair Mike Davis FAIA on a familiarization tour of Fort Point. The 2016 Homeowner's Project Handbook has been published and distributed to over 10,000 homes in the Greater Boston area. The online version will be live within a week and the next issue is in the works with a summer roundtable planned for improvements. We have increased our documentation of day-to-day events through photography and have used photos to increase our social media presence and share the Foundation's impact through weekly impact stories. Since the creation of the BSA's Instagram account last summer, we have almost 1,000 followers.

Exhibitions Global Citizen: The Architecture of Moshe Safdie closed in late May, and brought in a record number of visitors, thanks in part a strong presence in local press. Celebrating a very different topic, Extraordinary Playscapes opened on June 8 in partnership with Design Museum Boston, and has been well-received by kids and adults alike. This past April, the BSA Foundation Exhibitions Committee reviewed approximately 25 curatorial submissions for potential selection as BSA Space exhibitions. Finalists are being asked back for interviews with the committee this summer. The Committee also met with the curatorial team for One Room Mansion, set to open this November. The committee reviewed the proposal and will work with the curatorial team to continue to advise on audience engagement. The BSA Foundation received a Fort Point Channel Waterfront Activation grant to develop a competition to activate the sidewalk in front of the first floor gallery. The first phase of the competition will be rolled out in late 2016, with installation planned for June of 2017. Programs Common Boston, Boston’s first ever open house festival weekend, was an overwhelming success. Longtime residents and first time visitors alike (including one on a three-hour layover) took to the streets during the weekend of June 4 and 5 to explore 50 sites across Boston that were either uniquely open to the public for one weekend only or that provided a special behind-the-scenes opportunity just for Common Boston visitors. The night prior to the open house portion of the weekend, 300 revelers kicked off the festival with the annual dParty at the Innovation and Design Building in the Seaport District, enjoying lawn games, libations, and a chance to plan their Common Boston adventure. LEGO City: As part of ongoing engagement to support Imagine Boston 2030, the BSA Foundation led a series of workshops in Mattapan, East Boston, Downtown, Roslindale, and Roxbury over the past six months. Families were asked (and began to answer) the question, what makes a good neighborhood? Using LEGO as a design tool, volunteer architects from the BSA Foundation led children ages 5 through 14 and their parents through a series of exercises to tease out residents’ ideas for how to create great places and spaces to live, work, and play. Approximately 150 people have participated to date. Playscapes: programming in support of the exhibition has been robust and well attended. Programs have included professional sessions on play structures and place making as well as a summer series of children’s workshops in collaboration with Design Museum Boston.

Civic Resiliency: Gretchen presented the BSA and BSA Foundation's resiliency work on a "100 Resilient Cities" panel with colleagues from AIA San Francisco and Dallas at the AIA National Convention. We co-sponsored a workshop with Boston Harbor Now, the City, and others at BSA Space June 27 in which Atiya Martin and Jason Hellendrung reported on drafts of Boston's social and climate resiliency planning underway; over 150 attended. In the East Boston NOAH/Kresge work, the "Adaptation Planning Working Group" has begun meeting, which brings together the major stakeholders (Massport, MassDOT, Boston Water & Sewer, etc.) with community 'delegates' for collaborative resiliency planning. While Community Service Fellow from the GSD Kat Miller is working with us this summer on a community "vision" process, preparing for fall meetings in the neighborhood. Northern Avenue Bridge Ideas Competition: We co-sponsored the Northern Ave Bridge Ideas Competition, which concluded May 25 with an event at BSA Space in which Mayor Walsh announced the winners to a crowd of over 200. 133 individuals and teams entered the competition: 99 graphic entries and 34 essays. A small exhibit of selected entries is in the works for BSA Space sidewalk gallery. A separate RFP for the bridge is due to be issued by the City later this year. Housing: BSA President Tamara Roy AIA and Gretchen have been working with the Mayor's Housing Innovation Lab and DND through a series of neighborhood conversations in Garrison Trotter (Roxbury) to establish community aspirations for the upcoming Housing Innovation Competition. Designer/developer teams will be invited to propose compact units for several DND-owned parcels. An RFP will be issued this summer. Activities will be coordinated with the arrival of the Urban Housing Unit (“uhu”), as well as with the fall "One Room Mansion" exhibit at BSA Space. Transportation: BSA Space hosted Go Boston 2030 on June 6 as they released and discussed the Draft Report of the "Vision Framework." They're still accepting feedback at goboston2030.org. The final report will be released later this summer. Meanwhile, BSA Foundation will be supporting the emerging Fairmount Indigo corridor by creating a series of illustrated 'visions', based on existing plans, at the request of the Boston foundation. Sumner School: In the aftermath of arson that burned Roslindale’s Sumner School elementary school playground, the BSA Foundation has started to assist parent and school leadership organize a larger long term schoolyard visioning/planning effort, and support the school community as they seek temporary short term solutions that build on the content and contacts from Extraordinary Playscapes Syrian Refugee Response: The planning committee continues to meet regularly. Currently working on establishing local partners in Lebanon as well as gathering key allies in Boston. Tentatively aiming for a public event/discussion early fall, with a charrette at ABX.

Foundation Programs Summary April - August 2016 Film Series: 4/1 - Moshe Safdie: The Power of Architecture 8/17 - Film screening, The Land: An adventure play documentary* Exploring Design: 4/2—Mattapan: Arts and Placemaking* 5/5—Building Blocks (Arch 101) 6/4 – 6/5 – Common Boston 6/15 - City Sketch: Faneuil Hall 6/29 - LEGO Happy Hour 7/13- City Sketch: Post Office Square 8/17- City Sketch: Copley Square 4/12 - BSA Foundation Grant Project Pin-Up: Architecture and design in your neighborhood Exhibition Programs: 4/15—Design Museum Mornings: Playable Cities with Maggie Cooper * 6/7 - Extraordinary Playscapes Opening 6/30 – A tale of two very different play solutions 6/30 – Unite: the Problem with Play 6/9 - A Play on Modular Design with Richard Dattner 8/17 - Film screening, The Land: An adventure play documentary* Lectures: 4/6—Lecture: Inaki Abalos 5/5 - Building Blocks: Exploring Obsolescence in Architecture Tours: May - October: Architecture Boat Cruise* 6/28 – The Dark Side of Boston* 7/26 – Boston By Bulfinch* 8/23 - Reinventing Boston: A City Engineered*

Youth and Family Programs: 4/2 - Future Prep 101: How to prepare teens for design careers* 4/19 - 4/21 – Teen Architecture Workshop 4/22 – Cambridge Science Festival : LEGO City* 4/30 – LEGO City in Roslindale 5/07 – LEGO City in East Boston 5/14—Family Design Day: Animal Habitats 5/15 – LEGO City in Roxbury 6/18 – LEGO City in Mattapan 6/18—Family Design Day: Playscapes* 7/16 – Kids Design Workshops – Nature Play* 8/13 – Kids Design Workshops – Pop-up Play* Student Programs: 4/22 & 4/23— Teen Workshop 5/4 - Student Design Day: ISB 5/5—Student Design Day: Homeschool 5/8—Student Design Day: Homeschool 6/9—Student Design Day: Homeschool 6/12—Student Design Day: Homeschool 7/28 – Student Design Day: Girls Inc Lynn Civic/Professional Programs: 4/2 - Art and Placemaking in Communities of Color* 4/21 - Northern Avenue Bridge Idea Slam! 5/2—Designing Boston: Boston Creates 5/11 – What the Sketch? 5/25 - Northern Avenue Bridge Winners Announcement and Celebration 6/14 - An Architect's Response to Homelessness 6/16 - The ABCs of Implicit Bias 6/27 - Climate Resilient Boston* *Indicates a Partnership programs

BSA and BSA Foundation press since April 2016

Playing with fire (and playground design) (cbc.ca) The playground of the future is here (bostonglobe.com) The List: Most architectural firms report increases in Mass. billings in 2015 (Boston Business Journal) New exhibition at Boston Society of Architects Space explores playground design (archpaper.com) Can Micro-Apartments Become a Macro Housing Solution for Boston? (bostinno.streetwise.co) Leveling the Playground at BSA Space (bostonmagazine.com) Exploring the landscapes and structures of Boston with Common Boston (evolvingcritic.net) A new movement in playground design takes them far from the usual (bostonglobe.com/magazine) 'Extraordinary Playscapes' to Go On Display in Boston (boston.curbed.com) View the Winning Designs for the Northern Avenue Bridge Competition (northendwaterfront.com) BostInno Approved: What's Fun in Boston the Week(end) of June 2 (bostinno.streetwise.co) On Northern Ave. Bridge, speak up or hold your peace (bostonglobe.com) Common Boston: One Weekend. Your City Unlocked (cambridgema.gov) Daily Architecture Cruises to celebrate Boston’s architecture (northendwaterfront.com) 10 Fabulous Ideas for Redoing/Replacing Boston's Old Northern Avenue Bridge (boston.curbed.com)

Unlocking boston: 14 must-see sites at this year’s Common Boston festival (evolvingcritic.net) Boston Architecture Cruises Kick off Memorial Day Weekend (bostonmagazine.com) Here are the winning designs for a revamped Northern Avenue Bridge (bizjournals.com) Five things to do in and around Boston, May 30-June 5 (bostonglobe.com) Here's What the New Northern Avenue Bridge Could Look Like [Renderings] (bostinno.streetwise.co) City weighs submissions for new Northern Avenue Bridge (bostonglobe.com) Final 4 design contenders chosen in bridge contest (bostonherald.com) A hot-market conundrum: find a new home or build an addition? (bostonglobe.com) Wednesday’s 3 Things & Photo: Northern Ave. Bridge, Double Header, Santarpios North End? (northendwaterfront.com) State of Play: How Architects and Designers are Rethinking America’s Playgrounds (curbed.com) Get Jealous Of Kids Today With These Photos Of The World's Most Creative Playgrounds (fastcoexist.com) Report: Boston Arts Scene Faces Divisions, Opportunities (artery.wbur.org) Crossing that bridge: Northern Avenue design ideas span world (bostonherald.com) They like playing bridge (bostonglobe.com) Smithsonian Cooper Hewitt Design Awards 2016: Moshe Safdie, Bruce Mau Among Winners (ca.blouinartinfo.co)

Minutes from the April 13 meeting of the Board of Trustees Present:

Mike Davis FAIA, Nadine Gerdts, Rickie Golden, Bennet Heart, Peter Kuttner FAIA, Kelly Sherman, Laura Wernick FAIA, Ken Willis, Peter Madsen FAIA Staff:, Ben Cohen, Polly Carpenter FAIA, Billy Craig, Penny Mitchell, Gretchen Schneider AIA, Eric White

Absent:

Anthony Consigli, Eric Krauss, Steve Eustis, Ted Touloukian AIA, Anne-Marie Lubenau AIA

Call to Order:

Davis called the meeting to order at 12:10 pm

Minutes: Upon a motion by Kuttner, seconded by Willis, it was VOTED to accept the minutes of the February 17 meeting as submitted; unanimous

Treasurer’s Report:

White provided a brief Treasurer’s report. Noted the auditors will be completing their work and presented at the next meeting.

Development: Mitchell shared information from the Benevon workshop on building a sustainable model. Development is focused on bringing new people to the foundation and cultivating existing supporters. We are looking for ambassadors who are willing to host conversations with people who might be interested in the Foundation’s work. White updated the Board on the grants proposal progress. Heart expressed an interest in the board playing a role in grants strategy. Board discussed importance of a system in to manage all the data and content.

Strategic Conversation

Mitchell shared some thoughts from the Benevon workshop including attendees. Vision of the organization financially. Davis introduced a conversation about the Foundation’s strategic mission, vision and plan. In addition the group discussed developing a new financial model that is less dependent upon the BSA’s support. How can we become sustainable? How should our budget look? What should we be aiming for? At this point we should be looking at really growing the organization where we are really cultivating new relationships with donors and not relying on our current model . Next steps: Board determined to create a subcommittee to work on developing a strategic mission, vision and outline of plan. The subcommittee is to make recommendations for next steps. Subcommittee includes: Sherman (chair), Heart, Gerdts, Wernick, Willis, Lubenau, Kuttner, with CDRC advisory board member Kaki Martin and staff members White, Craig and de Oliveira-Smith.

Other Business:

Davis introduced the executive director review system that was prepared with BSA President Tamara Roy AIA.

Adjourn:

Upon a motion by Wernick, seconded by Heart, it was VOTED to adjourn the meeting at 2pm; unanimous. Respectfully submitted, Steve Eustis, Secretary

BSA FOUNDATION

Financial Statements

December 31, 201 5 and 2014

(V/ith Independent Auditors' Report Thereon)

Nnnottu & TAYLIR, LLPC E RT I F I E D P U B LIC ACCOU NTANTS

24 Hartwell AvenueLexington, Massachusetts 02420

Telephone: 7 81 862-6833Facsimile: 781 862-8277

INDEPENDENT AUDITORS' REPORT

The Board of Trustees and ManagementBSA Foundation:

Report on the Financial Statements

We have audited the accompanying financial statements of BSA Foundation, whichcomprise the statements of financial position as of December 31,2075, and the related

statements of activities and changes in net assets and cash flows for the year then ended,

a¡d the related notes to the financial statements.

M øn a g e me nt's Re sp o ns ib ility fo r t h e Fin ancia I State me nß

Management is responsible for the preparation and fair presentation of these financialstatements in accordance with accounting principles generally accepted in the United States

of America; this includes the design, implementation, and maintenance of intemal controlrelevant to the preparation and fair presentation of financial statements that are free frommaterial misstatement, whether due to fraud or error.

Audìtors' Resp o nsibilily

Our responsibility is to express an opinion on these financial statements based on our audit.We conducted our audit in accordance with auditing standards generally accepted in the

United States of America. Those standards require that we plan and perform the audit toobøin reasonable assurance about whether the financial statements are free from materialmisstatement.

An audit involves performing procedures to obtain audit evidence about the amounts and

disclosures in the financial statements. The procedures selected depend on the auditor'sjudgment, including the assessment of the risks of material misstatement of the financialstatements, whether due to fraud or error. In making those risk assessments, the auditorconsiders internal control relevant to the entity's preparation and fair presentation of thefinancial statements in order to design audit procedures that are appropriate in the

circumstances, but not for the purpose of expressing an opinion on the effectiveness of the

entity's internal control. Accordingly, we express no such opinion. An audit also includesevaluating the appropriateness of accounting policies used and the reasonableness ofsignificant accounting estimates made by management, as well as evaluating the overallpresentation of the financial statements.

We believe that the audit evidence we have obtained is sufficient and appropriate toprovide a basis for our audit opinion.

Opinion

In our opinion, the financial statements referred to above present fairly, in all materialrespects, the financial position of BSA Foundation as of December 31, 2015, and thechanges in its net assets and its cash flows for the year then ended in accordance withaccounting principles generally accepted in the United Søtes of America.

Other Matter

The 2014 financial statements were reviewed by us and our report thereon, dated April 14,

2015, stated we were not aware of any material modifications that should be made to those

statements for them to be in accordance with accounting principles generally accepted inthe United States of America. However, a review is substantially less in scope than an auditand does not provide a basis for the expression of an opinion on the financial statements as

a whole

lb,

Apnl28,2016

Nre dolbLUPo

BSA FOUNDATION

Statements of Financial Position


Assets

Cash and cash equivalents

Contributions receivable, net of allowance for doubtful

accounts of $8,000 in2015 and $0 in 2014

Accounts receivable

Due from allied organizationPrepaid expenses and other current assets

Investments, at fair value

Amounts held for others

Total assets

20r5 20r4(Unaudited)

s 27,837 $ 44,993

408,359

r1,9376,785

84,8r7r,482,957

23,371

205,372

160

1,431

1,353

1,453,52012,095

s 2,046,069 $ 1,718,924

Liabilities Net Assets

Accounts payable and accrued expenses

Due to allied organizationAmounts held for others

Total liabilities

Commitments and contingencies

Net assets:

UnrestrictedTemporarily restricted

Total net assets r,959,223 r,676,314

s 29,237

34,23223,377

8 9,221

21,294

12,095

86,846 42,610

1,550,864408,359

1,448,108

228,206

Total liabilities and net assets $ 2,046,069 $ 1,718,924

The accompanying notes are an integral part of these financial statements

1

BSA FOUNDATION

Statements of Activities and Changes in Net Assets

Years Ended December 31,2015 and2014

Changes in unrestricted net assets:

Revenues:

ContributionsSupport from allied organizationGrants

Program incomeInvestment income

Net assets released from restrictionTotal support and revenue

Expenses:

Programs:

Public, education and civic programs

ExhibitionsScholarships, grants and awards

Total programs

FundraisingGeneral and administrative

Total expenses

Other income (expenses):

Net realized and unrealized gains (losses) on investments

Investment advisory fees

Total other income (expenses)

2015 2014

$ 18,876

427,9352,500

t65,23752,443

240,729

(Unaudited)

$ 73,485

2504,065

70,931146,590

907 720 295,321

109,925249,54940,000

152,657

44,200

399,474

227,002121 963

196,857

41,167

25,297

748,439 263,321

(49,076)(7,449)

5,361(7,335)

Increase in unrestricted net assets

Changes in temporarily restricted net assets

Revenues:

ContributionsNet assets released from restriction

Increase in temporarily restricted net assets

(56,525) (t,974\

102,756 30,026

420,882(240,729)

205,372(146,5 90)

I 80,1 53 58,782

Increase in net assets

Net assets, beginning of year

Net assets, end of year g 1,959,223 $ I

The accompanying notes are an integral part of these financial statements.

282,909

1,676,314

88,808

1,597,506

2

t4

BSA FOUNDATION

Statements of Cash Flows

Years Ended December 31,2015 and20I4

Cash flows from operating activities:

Increase in net assets

Adjustments to reconcile increase in net assets

to net cash provided by (used in) operating activities:

Net realized and unrealized losses (gains) on investments

Changes in operating assets and liabilities:

Contributions receivable

Accounts receivable

Prepaid expenses and other current assets

Due from allied organization

Due to allied organization

Accounts payable and accrued expenses

Net cash provided by (used in) operating activities

Cash flows from investing activities:

Proceeds from sale of investments

Purchases of investments

20ls 2014(Unaudited)

s 282,909 $ 88,808

(5,361)49,076

(202,987)(rt,777)(83,464)

(5,354)

12,938

20,016

(205,372)(160)

759

14,777

5,573

6r,357 100,976)(

262,0r1 507,096(533,621)(3 40,524)

Net cash used in investing activities (78,5 l3) 2s)

Decrease in cash and cash equivalents (17,156) (127,501)

Cash and cash equivalents at beginning of year 44,993

Cash and cash equivalents at end ofyear s 27,837

The accompanying notes are an integral part of these financial statements.

172,494

s 44,993

J

BSA FOUNDATION

Notes to Financial Statements

December 31, 2015 and 2014

(1) Nature of Operations

The BSA Foundation (the "Foundation") is a Massachusetts non-profit organization with

a mission to promote public awareness of the built environment and the processes that

shape it. The Foundation's activities include the hosting of educational conferences as

weû as providing financial support to public education programs that elevate public

u*u."n.., of design in the broadest sense. The Foundation derives its revenues primarily

from fundraising and grants.

(2) Summary of Significant Accounting Policies

The following is a summary of significant accounting policies applied by the Foundation

in the preparation of the accompanying flrnancial statements'

(a) Financial Statement Presentation

The Foundation reports information regarding its financial position and activities

according to three classes of net assets: unrestricted, temporarily restricted and

permanently restricted.

Unrestricted net assets represent net assets without existing donor-imposed stipulations as

to their use by the Foundãtion. Temporarily restricted net assets are net assets with donor

imposed time or pu{pose restrictions that have not yet expired or been met by the

Foundation, Permanently restricted net assets are assets with donor-imposed restrictions

that require the amount to be held in perpetuity by the Foundation.

(b) Basis of Accounting

The financial statements have been prepared using the accrual basis of accounting.

Under the accrual basis of accounting, revenues are recorded as earned and expenses are

recorded at the time the liabilities are incurred.

(c) Cash Equivalents

For purposes of the statement of cash flows, the Foundation considers all highly liquid

debt insìruments purchased with an original maturity of three months or less to be cash

equivalents.

4 lContinued)

BSA FOUNDATION



fd) Contributions Receivable

Contributions receivable consist of unconditional promises to give that arc expected to be

collected in future years. Contributions receivable are reported as temporarily restricted

support unless explicit donor stipulations or circumstances surrounding the contribution

mãie clear the donor intended it to be used to support activities in the current period'

The Foundation maintains an allowance for doubtful accounts at an amount it considers

sufficient to provide adequate protection against losses resulting from uncollected

contributions. In judging the adequacy of the allowance, the Foundation considers

multiple factors, including its historical experience with collections, the general economic

envirònment, and the need for specific reserves for pledges receivable. Management willcharge off to the allowance any balance that remains after it has exhausted reasonable

colleition efforts and concludes that additional collection efforts are not cost-justified'

Contributions receivable are considered past due based on the terms of the unconditional

promise received from the donor.

(e) Accounts Receivable

Accounts receivable are stated at the amounts management expects to collect from

outstanding balances at year-end. No allowance for doubtful accounts is deemed

necessary because management expects to collect these amounts'

(f) Recognition of Income

BSA Foundation reports gifts as unrestricted support if they are received without donor

stipulations that would limit the use of the donated assets. They are classified as increases

in temporarily restricted net assets if the donor imposes restrictions on their use,

including those for which payment is not due until future periods. Upon the satisfaction

of the usage or time restriction, the net assets are reclassified as unrestricted support. The

Foundation's contributions come primarily from architecture ftrms, engineering ftrms,

construction firms, other non-profit organizations, and individual donors.

Realized and unrealized gains on investments as well as interest and dividend income are

recognized as increases in unrestricted net assets unless their use is temporarily or

permanently restricted by explicit donor stipulations or by law. Realized gains on

investments are computed using the average cost method.

Revenues from programs and services are recognized when the services have been

performed, amount is considered known, and collection is reasonably assured.

5 (Continued)

BSA FOUNDATION



(g) Exhibition Costs

Exhibition costs are deferred as prepaid expenses, and expenses are recognized ratably

over the period in which the exhibition is open to the general public.

(h) Investments

Investments in marketable securities are stated at faft value and consist of equity and

bond mutual funds, as well as temporary investments in money market funds.

(i) Income Taxes

BSA Foundation is a not-for-profit organization under Section 501(cX3) of the Internal

Revenue Code and is exempt from income tax. The Foundation files tax returns in the

U.S. federal jurisdiction as well as in Massachusetts'

li) Risks and Uncertainties

Financial instruments that potentially subject the Foundation to concentrations of credit

risk consist principally of temporary cash investments, contributions receivable, accounts

receivable, and marketable securities. The carrying amounts of these financial

instruments approximate their fair value.

Accounts receivable represent amounts related to programs and exhibitions and other

miscellaneous sources of income. It is the Foundation's policy to evaluate the potential

debtor's financial condition, prior to extending credit, in order to determine the amount ofopen credit to be extended.

The Foundation's cash and cash equivalents and investment securities are held by a

brokerage firm that is a member of the Securities Investment Protection Corporation

(SIPC). Securities held by member brokerage fums, including up to $250,000 of cash

equivalents, are insured by the SIPC up to $500,000 per customer, per brokerage firm.SIPC protection would be triggered only in the event of a financial failure and liquidation

of a participating brokerage firm or if the customer's securities are not returned. This

protection does not cover investment losses in customer accounts due to m.arket

fluctuations or other claims for losses incurred while the brokerage firm remains inbusiness.

Investment securities are exposed to various risks, such as changes in interest rates or

credit ratings and market fluctuations. Due to the level of risk associated with certain

investment securities and changes in the market value of investment securities, it is

6 (Continued)

BSA FOUNDATION



possible that the value of the Foundation's investments and total net assets balance couldfluctuate materially.

(k) Use of Estimates

The preparation of financial statements in accordance with accounting principlesgenerally accepted in the United States of America requires management to make

estimates and assumptions that affect certain reported amounts and disclosures.

Accordingly, actual results could differ from those estimates.

(l) Reclassifications

Certain 2014 amounts have been reclassified to conform to the 2015 presentation. These

reclassifications had no effect on previously reported results ofoperations or net assets.

(3) Contributions Receivable

Contributions receivable, less an appropriate reserve, are recorded at their estimated fairvalue. Amounts due in more than one year are recorded at the present value of the

estimated future cash flows, discounted at adjusted risk-free rates applicable in the years

in which the promises were received, 3o/o for the years ended December 31,2015 and

2014, respectively. Contributions receivable consisted of the following as of December

3l:

20r5 2014

Unconditionalpromises expected to be collected in:

Less than one year

Two to five years

Less discount to present value

læss allowance for doubtftl accounts

$ 101,000

348,725

(Unaudited)

$ 56,000

1 63,1 50

449,725

(33,366)219,150(13,778)

7

416,359(8,000)

205,372

$ 408,359 $ 205,372

(Continued)

BSA FOUNDATION



(4) Fair Value Measurements

Under U.S. GAAP, fair value is an exit price, representing the amount tbat would be

received to sell an asset or paid to transfer a liability in an orderly transaction between

market participants. As such, fair value is a market-based measurement that should be

determined based on assumptions that market participants would use in pricing an asset a

liability. As a basis for considering such assumptions U.S. GAAP establishes a three-tier

value hierarchy, which prioritizes the inputs used in the valuation methodologies in

measuring fair value.

Level I - Observable inputs that reflect the quoted prices (unadjusted) for identical assets

or liabilities in active markets.

Level 2 - Include other inputs that are directly or indirectly observable in the

marketplace.

Level3 - Unobservable inputs which are supported by little or no market activity.

The fair value hierarchy also requires an entity to maximize the use of observable inputs

and minimizethe use of unobservable inputs when measuring fair value.

The Foundation measures its investments in marketable securities at fair value using

quoted market prices in active markets. Fair values of all investment holdings are

measured using the published closing market price as of the last trading day of the year'

The following table sets forth by level within the fair value hierarchy, the Foundation's

assets atfair value:

December 31,2015 Total Level 1 LeveI2 Level 3

Cash and cash equivalents:

Money market funds

Marketable securities:

U.S. equiry funds

U.S, bond funds

Total investments

8 t7,221 8 17,221 $ $

1,102,457

363,279

1,102,457

363,279

$t

I

s 1,482,957 7$ $

lContinued)

BSA FOUNDATION


December 3 l, 2015 and 2014

Total Level I Level2 Level 3December 31.2014

(Unaudited)

Cash and cash equivalents:

Money market funds

Marketable securities :

U.S. equify funds

U.S. bond funds

Total investments

s 21,075 s 21,075 $ $

1,079,551

352.894

1,079,551

352,894

$ 1,453,520 $ 1,453,520 $ $

(5) Investments

Investments consist of marketable securities, stated at fair value, and are summarized as

follows as of December 31, 2015 and2014:

20t5 2014

Cost

Fair

Value Cost

FairValue

Money market fi¡nds

U.S. equity funds

U.S. bond ftnds

s 17,221 s 17,221

1,029,781 1,102,457

369,288 363,279

$ 21,075

939,058345,743

$ 2r,0751,079,557

352,894

$1,416,290 s1,482,957 $ 1,305,876 $ 1,453,520

Total return on investments was as follows for the year ended December 3l

9 (Continued)

Interest and dividends

C apital gain distibúionsTotal investnent income

Net realized and unrealiæd gains

(losses) on investrnents

Investnent advisory fee s

Total return on investments

BSA FOUNDATION



2015

$ 2r,2093r,23452,443 70,931

2014(Unaudited)

$ t 8,947

5r,984

(7,449)(49,076) 5,361

J

$ 68,957$ (4,082)

(6) Related Party Transactions

A related party, the Boston Society of Architects, (the "BSA"), provides administrative

services to the Foundation for a fee. The BSA is a not-for-profit membership

organization. The BSA charged the Foundation $8,600 in management fees in each ofthe years ended December 3I, 2015 and 2014, which are included in general and

administrative expenses in the Foundation's statements of activities and changes in net

assets.

On March 17,2014, the Foundation entered into a one-year transition agreement with the

BSA, overseen by a joint committee. The purpose of the agreement was to develop ajoint strategic collaboration plan that allowed the Foundation to carry out the public

educational programs and related fundraising that were historically developed and

operated by the BSA. All activities undertaken via the collaboration are intended tofurther the Foundation's charitable mission. Initial areas of collaboration included civicinitiatives, exhibitions, lectures, forums and symposiums.

On May 7,2015, the BSA Foundation and the BSA entered into a joint collaborationagreement for a period of five years that may be renewed for subsequent two-year terms

unless terminated earlier by either party. Under the provisions of the agreement, the

Foundation agrees to pay the BSA for services rendered by the BSA. The agreement

includes an expense-sharing arrangement whereby specified personnel, facilities and

services costs are directly allocated to the Foundation. All BSA employees and

contractors who work on Foundation programs and activities remain employees and

contractors of the BSA, and the BSA has sole responsibility for terms of employment and

10 lContinued)

BSA FOUNDATION



contractor arrangements. The Foundation's responsibility is to focus its attention on

public outreach and engagement for the benefit of the joint organizations. The BSA willsupport the Foundation by participating in necessary meetings and by sharing its staff and

opirating resources. The BSA will continue to pursue its professional programs that

sùpport ihe creation of architecture, including expositions, committees, websites and

design awards.

During 2075, the BSA provided support to the Foundation in the amount of $427,935

paid in monthly installments. This amount is reported as support from allied organization

in the statement of activities and changes in net assets for the year ended December 31,

2015. Under the terms of the agreement, the Foundation reimbursed the BSA for payroll

and benefit expenses totaling 5276,647 for the year ended December 31,2015. These

expenses have been allocated to programs, fundraising and general and administrative

.*p.rrr., in the statement of activities and changes in net assets. There were no such

payroll expenses for the year ended December 31,2014.

During the years ended December 31,2015 and2014, the Foundation also reimbursed the

BSA in the amounts of $40,538 and $41,485, respectively, for program, fundraising and

general expenses paid by the BSA on its behalf. During the year ended December 3i,)OtS, the gSA collected program fees and donations totaling $16,884 on behalf of the

Foundation. As of December 31, 2015 and 2014, amounts payable to the BSA were

534,232 and $21 ,294, respectively and amounts receivable from the BSA were $6,785

and $1,431, respectively. These amounts are included in due to allied organization and

due from allied organization, respectively, on the Foundation's balance sheets'

(7) Amounts Held for Others

During 2015 and 2014, the Foundation acted as a fiscal agent for three nonprofit entities

and reòeived and expended cash on their behalf. Amounts held for others totaled 523,317

and $12,095 respectively, as of December 31,2015 and2014, and are reported as assets

and liabilities in the accompanying financial statements.

(8) Defined Contribution Plan

During 2015, certain employees who worked for the Foundation but were employees ofthe Boston Society of Architects ("BSA") participated in a qualif,red profit sharing

retirement plan covering all eligible employees under Internal Revenue Code Section

401(k), which was sponsored by the BSA. The Foundation recognized compensation

expense of 55,247 for matching contributions made by the BSA for these participants.

1l lContinued)

BSA FOUNDATION



(9) Temporarily Restricted Net Assets

Temporarily restricted net assets consisted of the following at December 31,2015 and

20r4:

2015 2014(Unaudited)

Purpose restrictions:

Sustainable Transit Vision ProgamTinre resftictions:

C ontribúions receivable

$ $ 22,834

408,359 205,732

$ 408,359 s 228,566

Net assets released from temporary donor restrictions by incurring expenses satisfying

the restricted purposes or by the passage of time were as follows for the years ended

December 31,2015 and 2014:

20r5 2014(Unaudited)

Pupose restictions accorrplished:

Sustainable Transit Vision Pro gram

E>cpiration of donor-inposed tinre restictions$ 22,834

2r7,895$ 146,590

s 240,729 $ 146,590

(1 0) Commitments and Contingencies

During 2015, the Foundation entered into a fle-year agreement with a third party toparticipate in its annual fundraising workshops during the years 2015 through2019, and

to hold an annual fundraising event with a total commitment of $120,000. The expense

of $24,000 for the year ended December 3I,2015 is included in fundraising expenses inthe statement of changes in net assets.

(1 1) Subsequent Events

The Foundation has evaluated all subsequent events through April 28, 2016, the date the

flrnancial statements were available to be issued.

I2

To: BSA Foundation Trustees From: Pamela de Oliveira Smith, Managing Director, Communications, with Caitlin Hart, Development &

Marketing Manager (for Penny Mitchell, Development Director) Re: July Development Report Date: July 5, 2016 Sustainable Funding Program 2016 Revenue Goal: $225,000 Implemented by the BSA Foundation 2016 cash ($50K) & 5-year pledges ($225K) Institutional Advancement Committee (IAC) Committee Goals:

1. Increasing community awareness: a. Invitations to Meet the BSA Presentations b. Seek Ambassadors for the Foundation (individuals who volunteer to bring 10 or more

guests to a Meet the BSA Foundation either at BSA Space or hosted at their office/home)

2. Cultivation and major gifts: a. Ensure all Foundation donors are thanked and receive updates on Foundation activities b. Ensure at least two opportunities for two-way conversation with Legacy Circle

members each year c. Cultivate new Legacy Circle and major gifts

2016 Pipeline Metrics – Introducing people to BSA Foundation to date goal to date yr Number of Ambassadors 7 15 30 Number of Meet the Foundation Events 13 12 20 Number of Attendees 92 100 200 2016 Cultivation & Major Gift Metrics – Building loyalty to date goal to date yr Number of Foundation Updates (email) 2 3 4 Number of Personal Phone Calls 30 90 140 Number of Face to Face Visits 26 70 120 Number of Mission Related Cultivation Events/Attended 4/49 5/75 4/92 Number of Asks 0 0 24 New Pledges made (Advance of Breakfast) 0 0 6 Critical BSA Trustee participation:

Become an Ambassador: If you have not yet, plan to bring ten to fifteen guests to Meet the BSA Foundation within a three-month period. See how-to information attached Cultivation of Legacy Circle: Assist in thank you calls to new Legacy Circle Members. It’s not too late to make the 6-7 thank you calls to Legacy Circle members you have been provided Host a table at BSA Foundation Breakfast: requested one-time only, more than once is optional

Grant Program 2016 Revenue Goal: $125,000 Total YTD: $10,000 The months of February and March have been very busy for the grants team. The following application forms were submitted: Grant activity throughout May and June included:

• RECEIPT of $5,000 Fort Point Channel Watersheet Activation grant for BSA Space Storefront competition

• RECEIPT of $2,500 Cambridge Community Foundation grant for support of LEGO workshops • SUBMISSION of Mable Louise Riley Foundation grant, to support all children's programming at BSA

Space • Content development for Boston Foundation’s Open Doors Grant, to support Urban Design

Workshops • REPORTs were delivered to MCC for its support of 2016 KidsBuild! and Common Boston

The Boston Foundation has engaged the BSA Foundation to assist with visioning work related to its Fairmont Corridor Visioning project. Project scope and budget are being finalized. The BSA Foundation was invited to submit a proposal to the Schleck Foundation for a speaker series related to Boston's Visioning Process. Proposal, scope, and budget are in development. Earlier submitted grants, awaiting notification, include:

• NEA Artworks • NEA Creativity Connects • MCC Cultural Investment Portfolio • Graham Foundation

Upcoming opportunities

• Smith Family Fund (Storefront build out)

Sponsorships 2016 Common Boston (Total sponsorship $7,500) $5,000 Boston Cultural Council $2,000 (in kind) ABC Imaging $500 Massachusetts Cultural Council: Festivals Golf (July 19) Sponsorships to date: $34,500 Golf Ball level ($3,500)

• StretchWall - A Division of M.L. McDonald

Gold level ($2,000) • WSP • Commodore Builders

Silver level ($1,800)

• Vanderweil Engineer • JW Construction • C.E. Floyd Company, Inc. • Buro Happold • Timberline Construction • Poole Professional Ltd. • Simpson Gumpertz & Heger • Maugel Architects • Dodge Data & Analytics • Dodge Data & Analytics • Thornton Tomasetti • Gensler • Horner Millwork • Andersen Windows and Doors

Donated Raffle items • Emerson Commercial & Residential Solutions--InSinkErator ($400) • VHB--$100 Restaurant Gift Card

We continue to seek sponsors for Foundation events including 2016 Golf Tournament, the BSA Foundation Breakfast, and KidsBuild! 2017.

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ur G

OA

LS?

• W

ho s

houl

d pe

ople

feel

pas

sion

atel

y ab

out

us?

(dev

elop

men

t ne

eds!

) • 

How

can

we

mak

e ou

r la

ngua

ge m

ore

spec

ific

and

diff

eren

tiat

ing?

E.g

. Bui

ld a

bet

ter

Bos

ton

• H

ow d

o w

e ta

lk a

bout

“Ed

ucat

ion”

in a

way

tha

t ho

nors

the

kno

wle

dge/

expe

rtis

e of

the

pub

lic?

• C

onve

ne, c

onne

ct, p

rovi

de a

voi

ce

• C

reat

e sp

ace

for

expe

rtis

e de

liver

y th

at is

2-w

ay

Sou

rce:

BS

AF

Str

ateg

ic T

ask

Forc

e m

eeti

ngs

5/19

/16,

6/7

/16,

6/1

4/1

6 a

nd S

taff

mee

ting

6/1

3/16

G

reen

= R

aise

d by

sta

ff e

xclu

sive

ly

8

NEE

DED

INFO

RM

ATIO

N W

here

do

we

need

info

from

? S

tart

wit

h ga

ther

ing

info

rmat

ion

from

inte

rnal

sta

keho

lder

s to

iden

tify

a p

oint

of v

iew

and

key

que

stio

ns b

efor

e a

mor

e br

oad

surv

ey o

f ext

erna

l sta

keho

lder

s.)

INT

ERN

AL

STA

KEH

OLD

ERS

• 

Sta

ff (e

spec

ially

Gre

tche

n, M

ary,

Pol

ly)

• Fo

unda

tion

Boa

rd

• Vo

lunt

eers

• 

BS

A B

oard

• 

BS

A M

embe

rshi

p • 

CD

RC

Boa

rd

EXT

ERN

AL

STA

KEH

OLD

ERS

• 

Don

ors

& F

unde

rs

• C

usto

mer

s (i

.e. p

rogr

am b

enefi

ciar

ies)

• 

Par

tner

s • 

Com

mun

ity

Lead

ers

OB

JEC

TIV

E D

ATA

• 

Opp

ortu

niti

es &

Tre

nds

• La

ndsc

ape

Sca

n • 

Pro

gram

Sca

n • 

Bus

ines

s M

odel

(W

hat

are

the

key

reve

nue

driv

ers

that

sus

tain

s th

e or

gani

zati

on?)

• 

IT In

fras

truc

ture

, Sys

tem

s an

d P

roce

sses

• 

Sta

ff T

alen

ts a

nd S

kills

Sou

rce:

BS

AF

Str

ateg

ic T

ask

Forc

e m

eeti

ngs

5/19

/16,

6/7

/16,

6/1

4/1

6 a

nd S

taff

mee

ting

6/1

3/16

9

PEO

PLE

T

IME

LIN

E

PR

IOR

ITY

LEV

EL 1

D

efine

d W

ork

Pla

n to

add

ress

str

ateg

ic n

eeds

Fo

unda

tion

Boa

rd

Pro

gram

Sca

n: c

omm

onal

itie

s, v

alue

, RO

I Po

lly

Land

scap

e S

can

Bill

y, P

amel

a, P

olly

Opp

ortu

niti

es a

nd T

rend

s

Bus

ines

s M

odel

Ove

rvie

w

PR

IOR

ITY

LEV

EL 2

U

nder

stan

d w

hy k

ey s

take

hold

ers

are

pass

iona

te a

bout

the

Fou

ndat

ion,

po

ssib

ly in

clud

ing

a br

oad

surv

ey

Agr

ee o

n a

clea

r Vis

ion

Cra

ft la

ngua

ge a

bout

Mis

sion

/Vis

ion,

esp

ecia

lly fo

r de

velo

pmen

t ne

eds

PR

IOR

ITY

LEV

EL 3

In

crea

se im

pact

, cap

acit

y, a

nd R

OI b

y cr

eati

ng a

nd im

plem

enti

ng a

S

trat

egic

Pla

n, t

hat

focu

ses

on:

• K

ey G

oals

and

Obj

ecti

ves

• Ta

ctic

al P

lans

and

Str

ateg

y • 

Bus

ines

s P

lan

PR

IOR

ITY

LEV

EL 4

In

tern

al A

naly

sis:

• 

Sys

tem

s an

d P

roce

sses

Ana

lysi

s

• IT

Infr

astr

uctu

re A

naly

sis

• 

Sta

ff T

alen

ts a

nd S

kills

Ana

lysi

s

WO

RK

ING

PLA

N A

s of

7/1

3/16

10

HO

MEW

OR

K P

leas

e co

mpl

ete

and

brin

g to

7/1

3/16

mee

ting

It’s

bee

n fi

ve o

r te

n ye

ars

from

now

and

the

BS

A F

ound

atio

n ha

s ju

st b

een

wri

tten

up

in a

maj

or p

ublic

atio

n. W

hat

wou

ld t

he h

eadl

ine

be s

ayin

g ab

out

our

orga

niza

tion

?

Wha

t w

ould

be

a fe

atur

ed q

uote

abo

ut t

he o

rgan

izat

ion?

Who

wou

ld b

e sa

ying

it?

D

raw

a p

ictu

re o

r de

scri

be a

pho

to t

hat

wou

ld a

ppea

r in

the

pub

licat

ion.

Incl

ude

a ca

ptio

n.

“ ”

11

GLO

SS

AR

Y

A m

issi

on s

tate

men

t co

mm

unic

ates

to t

he w

orld

wha

t yo

u do

and

why

you

do

it. A

s su

ch, o

rgan

izat

ions

nee

d to

ha

ve a

suc

cinc

t an

d w

ell-c

raft

ed m

issi

on s

tate

men

t th

at is

bot

h a

stat

emen

t of

pur

pose

—w

hy t

he o

rgan

izat

ion

exis

ts—

and

a de

scri

ptio

n of

wha

t th

e or

gani

zati

on d

oes—

and

for

who

m—

to fu

lfill

that

pur

pose

. W

here

as a

mis

sion

sta

tem

ent

sum

mar

izes

the

who

, wha

t an

d w

hy o

f an

orga

niza

tion

’s w

ork,

a v

isio

n st

atem

ent

pres

ents

an

imag

e in

wor

ds o

f wha

t su

cces

s w

ill lo

ok li

ke if

the

org

aniz

atio

n ac

hiev

ed it

s pu

rpos

e:

A v

isio

n is

a m

enta

l mod

el o

f a fu

ture

sta

te .

. . B

uilt

upo

n re

ason

able

ass

umpt

ions

abo

ut t

he fu

ture

. . .

In

fluen

ced

by o

ur o

wn

judg

men

ts a

bout

wha

t is

pos

sibl

e an

d w

orth

whi

le .

. . A

vis

ion

is a

men

tal m

odel

tha

t pe

ople

and

org

aniz

atio

ns c

an b

ring

into

bei

ng t

hrou

gh t

heir

ow

n co

mm

itm

ent

and

acti

ons.

1 Fi

nally

, mos

t no

npro

fit o

rgan

izat

ions

are

dri

ven

by—

and

grou

nded

in—

valu

es a

nd b

elie

fs a

bout

why

the

y ex

ist

and

how

the

y w

ant

to o

pera

te in

sup

port

of t

hose

val

ues.

The

mor

e th

ose

valu

es a

re m

ade

expl

icit

, the

mor

e lik

ely

it is

tha

t th

ose

valu

es w

ill b

e pu

t in

to a

ctio

n.

. . .

A

vis

ion

is a

gui

ding

imag

e of

suc

cess

. In

arch

itec

tura

l ter

ms,

if a

mis

sion

sta

tem

ent

prov

ides

a b

luep

rint

for

an

orga

niza

tion

’s w

ork—

the

wha

t, w

hy, a

nd fo

r w

hom

—th

en t

he v

isio

n is

the

art

ist’s

rend

erin

g of

the

real

izat

ion

of

that

mis

sion

. . .

.

Str

ateg

ic p

lann

ing

is a

sys

tem

atic

pro

cess

thr

ough

whi

ch a

n or

gani

zati

on a

gree

s on

—an

d bu

ilds

com

mit

men

t am

ong

key

stak

ehol

ders

to—

prio

riti

es t

hat

are

esse

ntia

l to

its

mis

sion

and

are

resp

onsi

ve to

the

env

iron

men

t.

Str

ateg

ic p

lann

ing

guid

es t

he a

cqui

siti

on a

nd a

lloca

tion

of r

esou

rces

to a

chie

ve t

hese

pri

orit

ies.

. .

.

Mis

sion

sta

tem

ent:

Sta

tem

ent

of p

urpo

se a

nd b

usin

ess

(pri

mar

y m

etho

ds)

Vis

ion

stat

emen

t: A

n im

age

of t

he fu

ture

we

seek

to c

reat

e Va

lues

sta

tem

ent:

Gui

ding

con

cept

s, b

elie

fs a

nd p

rinc

iple

s

Sou

rce:

Mic

hael

Alli

son

and

Judy

Kay

e, S

trat

egic

Pla

nnin

g fo

r N

onpr

ofit O

rgan

izat

ions

, 2nd

Edi

tion

1 B

urt

Nan

us, V

isio

nary

Lea

ders

hip

BS

A F

ound

atio

n | S

trat

egic

Tas

k Fo

rce

WO

RK

ING

NO

TES

Ju

ly 1

3, 2

016

C

onte

nt d

isti

lled

from

BS

AF

Str

ateg

ic T

ask

Forc

e m

eeti

ngs

on M

ay 1

9th

, Jun

e 7th

an

d 14

th, a

BS

A(F

) S

taff

mee

ting

on

June

13th

and

rela

ted

emai

l cor

resp

onde

nce.

2

CO

NT

ENTS

O

VE

RV

IEW

• 

Tim

elin

e • 

Key

Que

stio

ns &

Cri

tica

l Wor

k • 

Key

Str

ateg

ic E

lem

ents

• 

Key

Issu

es

• N

eede

d In

form

atio

n • 

Wor

king

Pla

n

CR

ITIC

AL

WO

RK

• 

Mis

sion

• 

Vis

ion

• Pe

ople

• 

Act

ivit

ies

• La

ndsc

ape

Sca

n A

PP

EN

DIX

• 

Ref

eren

ce

• D

raft

Fra

mew

orks

• 

Ori

gina

l Mee

ting

Doc

umen

tati

on

3

OV

ER

VIE

W

4

TIM

ELIN

E B

SA

Fou

ndat

ion

– R

ecen

t Ev

ents

Str

ateg

ic P

lann

ing

Dev

elop

men

t

BS

A F

ound

atio

n G

row

th

BS

A S

trat

egic

P

lann

ing

Com

mit

tee

form

ed

BS

A c

reat

es D

evel

opm

ent C

omm

itte

e w

hich

str

uggl

es to

de

velo

p fu

ndra

isin

g pl

an

BFA

(B

SA

Fo

unda

tion

) pr

opos

es

part

ners

hip

to

BS

A w

ho d

eclin

es

BS

A b

oard

ap

prov

es A

IA

“wea

ve”

• M

ove

to A

tlan

tic

Wha

rf fr

om

Bro

ad S

tree

t • 

BS

A b

uys

Bui

ld

Bos

ton

part

ner,

crea

tes

AB

X

• A

BX

ope

ns

• B

SA

&

Foun

dati

on

begi

n pa

rtne

rshi

p co

nver

sati

ons

Foun

dati

on re

ceiv

es g

rant

s fr

om B

arr

Foun

dati

on re

ceiv

es B

arr

gran

ts

el

evat

es th

e or

g’s

urba

n pl

anni

ng ro

le,

incr

ease

s B

SA

coo

pera

tive

agr

eem

ent

• Fo

unda

tion

&

BS

A te

st

part

ners

hip

wit

h 1-

year

MO

U

• Fo

unda

tion

’s

first

by-

law

s • 

LBD

bec

omes

a

Foun

dati

on

prog

ram

BS

A &

Fou

ndat

ion

crea

te J

oint

S

trat

egic

Tas

k Fo

rce

and

upda

te

Wea

ve

• Fo

unda

tion

en

gage

s B

enev

on

• 1s

t fun

drai

ser

~

$50

0K

co

mm

itm

ents

ov

er 5

yea

rs

Det

aile

d w

ork

plan

for W

eave

cre

ated

• C

hang

e na

me

from

Bos

ton

Foun

dati

on fo

r A

rchi

tect

ure

• B

udge

t cre

ated

fo

r pu

blic

pr

ogra

mm

ing

&

exhi

biti

ons

beyo

nd g

rant

s • 

Foun

dati

on &

B

SA

sig

n lo

ng-

term

MO

U

• C

DR

C b

ecom

es

a Fo

unda

tion

pr

ogra

m

Win

ter

fund

rais

er

$25

0K

co

mm

itm

ents

ove

r 5

year

s

Str

ateg

ic P

lann

ing

Task

For

ce c

reat

ed

2010

20

11

2012

20

13

2014

20

15

2016

5

KEY

QU

EST

ION

S

Cri

tica

l Wor

k Q

UES

TIO

NS

C

RIT

ICA

L W

OR

K

WH

ER

E a

re w

e no

w?

• O

utlin

e O

ppor

tuni

ties

& T

rend

s, L

ands

cape

Sca

n, P

rogr

am

Sca

n, u

nder

stan

d ou

r IT

Infr

astr

uctu

re, S

yste

ms

and

Pro

cess

es, a

s w

ell a

s S

taff

Tal

ents

and

Ski

lls

WH

AT d

o w

e m

ost

valu

e?

HO

W d

o w

e w

ork?

A

rtic

ulat

e G

uidi

ng P

rinc

ipal

s &

Cor

e Va

lues

WH

Y do

we

exis

t?

WH

ER

E d

o w

e w

ant

to g

o?

Art

icul

ate

our

evol

ving

Vis

ion

& M

issi

on, S

take

hold

er in

put

HO

W a

re w

e go

ing

to g

et t

here

? C

reat

e a

Str

ateg

ic P

lan

that

set

s ou

r w

ork

prio

riti

es fo

r th

e fu

ture

: Inc

lude

s K

ey G

oals

and

Obj

ecti

ves,

Tac

tica

l Pla

ns

and

Str

ateg

y, a

nd B

usin

ess

Mod

el

Pro

vide

sta

ff w

ith

Tool

s to

mak

e de

cisi

ons

stra

tegi

cally

WH

AT d

o w

e do

? C

reat

e P

rogr

amm

atic

Fra

mew

ork

to b

ette

r fr

ame

our

wor

k

WH

O d

o w

e en

gage

? D

efine

our

Aud

ienc

es &

Peo

ple

WH

O e

lse

does

wor

k lik

e us

? La

ndsc

ape

scan

HO

W d

o w

e ta

lk a

bout

wha

t w

e do

? Im

prov

e C

omm

unic

atio

ns L

angu

age

for

our

wor

k

HO

W d

o w

e kn

ow w

e’re

su

ccee

ding

? C

reat

e Ev

alua

tion

Pla

ns &

Infr

astr

uctu

re

WH

O a

re w

e?

Nee

ds m

ore

expl

orat

ion.

(e.g

. a g

roup

wit

h a

core

of d

esig

n,

engi

neer

ing,

con

stru

ctio

n an

d de

velo

pmen

t pr

ofes

sion

als

who

are

co

min

g to

geth

er to

hel

p m

ake

Bos

ton

bett

er/s

tron

ger?

)

6

SET

TIN

G V

ISIO

N Im

agin

e th

e Id

eal F

irst

Impa

ct

Tim

e

IDEA

L

ST

EP

ST

EP

ST

EP

ST

EP

ST

EP

ST

EP

ST

EP

Imag

ine

the

idea

l FIR

ST

to m

ake

each

incr

emen

tal s

tep

mor

e st

rate

gic

and

effici

ent.

ST

EP

AP

PR

OA

CH

1: D

eter

min

e th

e id

eal fi

rst,

the

n ba

ck-c

ast

and

plan

the

ste

ps n

eede

d to

reac

h it

. A

PP

RO

AC

H 2

: Det

erm

ine

each

ste

p as

you

go,

in re

acti

on to

the

out

com

es o

f the

pri

or s

tep.

7

Va

lues

G

uidi

ng P

rinc

ipal

s C

ore

Valu

es

Mis

sion

V

isio

n &

Mis

sion

Peop

le

Aud

ienc

es &

Sta

keho

lder

s C

omm

unic

atio

ns L

angu

age

Act

ivit

ies

Pro

gram

mat

ic F

ram

ewor

k D

ecis

ion-

Mak

ing

Tool

s fo

r S

taff

Ev

alua

tion

Pla

ns &

Infr

astr

uctu

re

UN

DER

STA

ND

CU

RR

ENT

CO

NT

EXT

• O

ppor

tuni

ties

and

Tre

nds

• La

ndsc

ape

Sca

n • 

Pro

gram

Sca

n • 

IT In

fras

truc

ture

, Sys

tem

s an

d P

roce

sses

• 

Sta

ff T

alen

ts a

nd S

kills

• 

Bus

ines

s M

odel

KEY

ST

RAT

EGIC

ELE

MEN

TS

DEF

INE

FUT

UR

E G

OA

LS &

ST

RAT

EGY

• 

Sta

keho

lder

Inpu

t • 

Str

ateg

ic P

lan:

• 

Key

Goa

ls a

nd O

bjec

tive

s • 

Tact

ical

Pla

ns a

nd S

trat

egy

8

KEY

ISS

UES

A w

orki

ng li

st

Civ

ic

• H

ow d

o w

e de

fine

it?

• 

Mer

riam

-Web

ster

: Of o

r re

lati

ng to

a c

ity

or to

wn

or t

he p

eopl

e w

ho li

ve t

here

• 

“Ow

ners

hip”

of c

ivic

wor

k be

twee

n B

SA

and

Fou

ndat

ion

• Po

ssib

ly: B

SA

=ni

mbl

e/re

acti

ve, F

ound

atio

n: lo

ng-t

erm

, str

ateg

ic

• H

ow d

o w

e at

trib

ute

the

wor

k in

thi

s ar

ea?

BS

A a

nd F

ound

atio

n • 

Rol

es, o

wne

rshi

p, c

omm

unic

atio

n • 

Wor

king

dyn

amic

• 

Com

mun

icat

ion

abou

t w

ork

attr

ibut

ion

— c

omm

unic

atio

n as

BS

A m

embe

rs v

s. F

ound

atio

n • 

Wha

t is

our

rol

e w

ith

rega

rd to

arc

hite

cts

and

BS

A m

embe

rs?

• D

o w

e en

gage

peo

ple

to p

rom

ote

good

des

ign

for

its

own

sake

or

to s

uppo

rt t

he w

ork

of o

ur m

embe

rs

spec

ifica

lly?

Wat

ch-o

ut: C

an’t

just

ser

ve a

s th

eir

advo

cate

Sco

pe: D

esig

n, G

eogr

aphy

, Typ

es o

f Im

pact

• 

Arc

hite

ctur

e an

d/or

the

bui

lt e

nvir

onm

ent

and/

or d

esig

n m

ore

broa

dly

• A

re w

e re

stri

cted

to B

osto

n ar

ea?

Whe

n do

es in

per

son

mat

ter?

Lang

uage

• 

Wha

t is

the

con

nect

ion

betw

een

wha

t w

e D

O a

nd o

ur G

OA

LS?

• W

ho s

houl

d pe

ople

feel

pas

sion

atel

y ab

out

us?

(dev

elop

men

t ne

eds!

) • 

How

can

we

mak

e ou

r la

ngua

ge m

ore

spec

ific

and

diff

eren

tiat

ing?

E.g

. Bui

ld a

bet

ter

Bos

ton

• H

ow d

o w

e ta

lk a

bout

“Ed

ucat

ion”

in a

way

tha

t ho

nors

the

kno

wle

dge/

expe

rtis

e of

the

pub

lic?

• C

onve

ne, c

onne

ct, p

rovi

de a

voi

ce

• C

reat

e sp

ace

for

expe

rtis

e de

liver

y th

at is

2-w

ay

Sou

rce:

BS

AF

Str

ateg

ic T

ask

Forc

e m

eeti

ngs

5/19

/16,

6/7

/16,

6/1

4/1

6 a

nd S

taff

mee

ting

6/1

3/16

G

reen

= R

aise

d by

sta

ff e

xclu

sive

ly

9

NEE

DED

INFO

RM

ATIO

N W

here

do

we

need

info

from

? S

tart

wit

h ga

ther

ing

info

rmat

ion

from

inte

rnal

sta

keho

lder

s to

iden

tify

a p

oint

of v

iew

and

key

que

stio

ns b

efor

e a

mor

e br

oad

surv

ey o

f ext

erna

l sta

keho

lder

s.)

INT

ERN

AL

STA

KEH

OLD

ERS

• 

Sta

ff (e

spec

ially

Gre

tche

n, M

ary,

Pol

ly)

• Fo

unda

tion

Boa

rd

• Vo

lunt

eers

• 

BS

A B

oard

• 

BS

A M

embe

rshi

p • 

CD

RC

Boa

rd

EXT

ERN

AL

STA

KEH

OLD

ERS

• 

Don

ors

& F

unde

rs

• C

usto

mer

s (i

.e. p

rogr

am b

enefi

ciar

ies)

• 

Par

tner

s • 

Com

mun

ity

Lead

ers

OB

JEC

TIV

E D

ATA

• 

Opp

ortu

niti

es &

Tre

nds

• La

ndsc

ape

Sca

n • 

Pro

gram

Sca

n • 

Bus

ines

s M

odel

(W

hat

are

the

key

reve

nue

driv

ers

that

sus

tain

s th

e or

gani

zati

on?)

• 

IT In

fras

truc

ture

, Sys

tem

s an

d P

roce

sses

• 

Sta

ff T

alen

ts a

nd S

kills

Sou

rce:

BS

AF

Str

ateg

ic T

ask

Forc

e m

eeti

ngs

5/19

/16,

6/7

/16,

6/1

4/1

6 a

nd S

taff

mee

ting

6/1

3/16

10

PEO

PLE

T

IME

LIN

E

PR

IOR

ITY

LEV

EL 1

D

efine

d W

ork

Pla

n to

add

ress

str

ateg

ic n

eeds

Fo

unda

tion

Boa

rd

Pro

gram

Sca

n: c

omm

onal

itie

s, v

alue

, RO

I Po

lly

Land

scap

e S

can

Bill

y, P

amel

a, P

olly

Opp

ortu

niti

es a

nd T

rend

s

Bus

ines

s M

odel

Ove

rvie

w

PR

IOR

ITY

LEV

EL 2

U

nder

stan

d w

hy k

ey s

take

hold

ers

are

pass

iona

te a

bout

the

Fou

ndat

ion,

po

ssib

ly in

clud

ing

a br

oad

surv

ey

Agr

ee o

n a

clea

r Vis

ion

Cra

ft la

ngua

ge a

bout

Mis

sion

/Vis

ion,

esp

ecia

lly fo

r de

velo

pmen

t ne

eds

PR

IOR

ITY

LEV

EL 3

In

crea

se im

pact

, cap

acit

y, a

nd R

OI b

y cr

eati

ng a

nd im

plem

enti

ng a

S

trat

egic

Pla

n, t

hat

focu

ses

on:

• K

ey G

oals

and

Obj

ecti

ves

• Ta

ctic

al P

lans

and

Str

ateg

y • 

Bus

ines

s P

lan

PR

IOR

ITY

LEV

EL 4

In

tern

al A

naly

sis:

• 

Sys

tem

s an

d P

roce

sses

Ana

lysi

s

• IT

Infr

astr

uctu

re A

naly

sis

• 

Sta

ff T

alen

ts a

nd S

kills

Ana

lysi

s

WO

RK

ING

PLA

N A

s of

7/1

3/16

11

CR

ITIC

AL

WO

RK

12

MIS

SIO

N W

hy d

o w

e ex

ist?

Wha

t ne

ed o

r op

port

unit

y do

we

exis

t to

reso

lve?

In

crea

se A

war

enes

s &

Und

erst

andi

ng o

f Im

pact

• 

Nee

d: P

eopl

e ha

ve c

halle

nges

but

don

’t k

now

tha

t de

sign

can

hel

p.

• N

eed:

Lac

k of

und

erst

andi

ng o

f the

pow

er o

f the

bui

lt

envi

ronm

ent

• R

aise

aw

aren

ess

• 

desi

gn m

atte

rs, p

eopl

e sh

ould

car

e ab

out

desi

gn

• de

sign

sol

ves

com

mun

ity

need

s • 

impo

rtan

t re

lati

onsh

ip b

etw

een

built

and

nat

ural

en

viro

nmen

ts (

i.e. b

ig p

robl

ems

like

resi

lienc

y an

d cl

imat

e ch

ange

) • 

desi

gn c

an c

hang

e th

e w

orld

for

the

bett

er

• sh

ape

of t

he p

hysi

cal e

nvir

onm

ent

impa

cts

how

w

e liv

e/w

ork/

play

• 

of t

he r

ole

of d

esig

n (a

nd b

uilt

env

iron

men

t) in

qu

alit

y of

life

• 

Incr

ease

, enh

ance

und

erst

andi

ng

• D

eepe

n pu

blic

app

reci

atio

n • 

Hel

p pe

ople

gai

n de

sign

dis

cern

men

t vi

a ex

posu

re,

expe

rien

ce

• Ed

ucat

e: A

dvan

ce p

lann

ing

and

desi

gn t

hink

ing

in o

ur

regi

on

• In

spir

e pe

ople

thr

ough

des

ign

to im

prov

e th

eir

wor

ld

• S

erve

the

BS

A m

embe

rs’ i

nter

ests

—he

lp t

he p

ublic

re

aliz

e th

e re

sour

ces

that

arc

hite

cts

have

Net

wor

k /

Con

nect

Peo

ple

• N

eed:

Peo

ple

don’

t kn

ow h

ow/w

here

to g

et h

elp

for

thei

r de

sign

-rel

ated

pro

blem

s • 

To e

ngag

e th

e pu

blic

• 

Hel

p tr

ansl

ate

the

lang

uage

of u

rban

pla

nnin

g fo

r a

gene

ral a

udie

nce

AN

D t

rans

late

the

lang

uage

of a

ge

nera

l aud

ienc

e to

des

igne

rs a

nd p

lann

ers

• P

rovi

de o

ppor

tuni

ties

for

publ

ic to

sha

re t

heir

vo

ices

wit

h pe

ople

who

influ

ence

the

ir p

hysi

cal

envi

ronm

ent

and

vice

ver

sa

• H

ost

/ Fa

cilit

ate

/ C

onve

ne

• A

ct a

s ho

st o

r co

nven

er (

to is

sues

); C

onve

ne

(alt

houg

h I a

m n

ot s

ure

this

is a

func

tion

in it

s ow

n ri

ght.

I th

ink

mos

t of

the

con

veni

ng w

e do

sho

uld

have

an

educ

atio

n or

adv

ocac

y ob

ject

ive

asso

ciat

ed w

ith

the

conv

enin

g.)

• Fa

cilit

ate

dial

ogue

rega

rdin

g de

sign

/pla

nnin

g • 

Enga

ge d

iscu

ssio

n, p

rovi

de p

latf

orm

for

dial

ogue

• 

In a

neu

tral

spa

ce

• Le

vera

ge c

ross

dis

cipl

ine

prof

essi

ons

in n

eutr

al

sett

ing

• En

gage

tho

rny,

pol

itic

ally

sen

siti

ve to

pics

in a

saf

e sp

ace

• E

leva

te e

xpec

tati

ons

• P

rovi

de u

nifie

d co

llect

ive

outr

each

• 

Enga

ge, D

ialo

gue,

Con

nect

, Con

vene

• 

“It’s

all

abou

t co

mm

unic

atio

n”

Sou

rce:

BS

AF

Str

ateg

ic T

ask

Forc

e m

eeti

ngs

5/19

/16,

6/7

/16,

6

/14

/16

and

Sta

ff m

eeti

ng 6

/13/

16

Gre

en =

Rai

sed

by s

taff

exc

lusi

vely

13

MIS

SIO

N W

hy d

o w

e ex

ist?

Wha

t ne

ed o

r op

port

unit

y do

we

exis

t to

reso

lve?

Bui

ld a

bet

ter

com

mun

ity,

Bos

ton,

wor

ld

• M

ake

chan

ge; A

ctio

n!; t

angi

ble

end

resu

lts

• Ta

ckle

big

gest

cha

lleng

es t

hat

citi

es fa

ce

• E

leva

te e

duca

tion

bro

adly

• 

Do:

Pla

nnin

g an

d D

esig

n se

rvic

es fo

r pu

blic

goo

d • 

Bui

ld a

bet

ter

Bos

ton

via

com

mun

ity

and

dial

ogue

• 

Bet

ter

is:

• C

reat

ive

• In

nova

tive

• 

Sus

tain

able

• 

Res

ilien

t • 

Hea

lthy

• 

Saf

er

• D

iver

se

• Eq

uita

ble

• A

cces

sibl

e • 

Jobs

• 

Educ

atio

n • 

Gre

ensp

ace

• C

ultu

re

• Fo

r pe

ople

• 

Ow

ners

hip

• M

ore

livab

le

• Im

pact

eve

ryda

y lif

e O

ffer

for

um/v

enue

/out

let

for

mem

bers

hip

to d

o th

eir

fun/

pass

ion

wor

k

Sou

rce:

BS

AF

Str

ateg

ic T

ask

Forc

e m

eeti

ngs

5/19

/16,

6/7

/16,

6/1

4/1

6 a

nd S

taff

mee

ting

6/1

3/16

G

reen

= R

aise

d by

sta

ff e

xclu

sive

ly

Empo

wer

/ H

elp

Peop

le H

elp

The

mse

lves

• 

Nee

d: P

eopl

e w

ho h

ave

desi

gn c

halle

nges

nee

d he

lp

• N

eed:

Peo

ple

don’

t kn

ow h

ow to

get

/lev

erag

e/im

plem

ent

reso

urce

s • 

Empo

wer

com

mun

itie

s to

adv

ocat

e fo

r th

emse

lves

• 

Sho

w p

eopl

e th

at t

hey

have

age

ncy

to

influ

ence

phy

sica

l env

iron

men

t • 

Empo

wer

peo

ple

to e

ngag

e in

des

ign

and

plan

ning

con

vers

atio

n • 

Empo

wer

peo

ple

to d

eman

d hi

gher

qua

lity

desi

gn

• G

ive

peop

le to

ols

to s

uppo

rt g

ood

desi

gn in

th

eir

com

mun

itie

s • 

Hel

p pe

ople

who

are

wor

king

tow

ard

crea

ting

goo

d de

sign

, wit

h eff

ecti

ve p

lann

ing

and

desi

gn

• (A

sw

eet

spot

obj

ecti

ve fo

r th

e Fo

unda

tion

gi

ven

our

posi

tion

as

the

non-

profi

t ar

m o

f the

B

SA

, als

o pr

ovid

es a

terr

ific

outl

et fo

r m

embe

rshi

p to

do

good

wor

ks, a

nd c

reat

es a

co

nnec

tion

wit

h th

e B

SA

mem

bers

—a

key

dono

r ba

se.

• C

onne

ct t

he g

ap b

etw

een

seei

ng t

he n

eed

for

desi

gn a

nd s

uppo

rtin

g pe

ople

to h

ave

that

ne

ed s

atis

fied

• P

rovi

de fu

ndin

g to

sup

port

“bo

ttom

-up”

init

iati

ves

• B

e a

brid

ge b

etw

een

desi

gn a

nd t

he p

ublic

• 

Mak

e de

sign

acc

essi

ble

14

MIS

SIO

N W

hy d

o w

e ex

ist?

Wha

t ne

ed o

r op

port

unit

y do

es t

he B

SA

Fou

ndat

ion

exis

t to

reso

lve?

Sup

port

Bet

ter

Des

ign

& P

lann

ing

A

dvoc

ate

on is

sues

of p

arti

cula

r im

port

ance

(an

d w

ork

wit

h B

SA

on

whi

ch s

ide

of h

ouse

han

dles

suc

h "c

ivic

" m

atte

rs).

…

In K

ey A

reas

• 

Tran

sit

• H

ousi

ng &

affo

rdab

ility

• 

Hea

lth

• Eq

uity

• 

Econ

omic

equ

ity;

eco

nom

ic d

ispa

rity

add

ress

ed b

y de

sign

• 

Equi

tabl

e de

velo

pmen

t an

d ac

cess

to o

ppor

tuni

ty

• H

ealt

h of

resi

dent

s—m

ake

a he

alth

ier

envi

ronm

ent

• H

ealth

y ur

ban

infra

stru

ctur

e • 

Civ

ic v

isio

n • 

Res

ilien

cy; c

limat

e ch

ange

; pre

pari

ng re

side

nts

for

clim

ate

chan

ge

• P

lann

ing

and

desi

gn fo

r cl

imat

e ch

ange

repr

esen

ts a

ver

y im

port

ant

oppo

rtun

ity

for

the

Foun

dati

on. P

lann

ing

and

desi

gn w

ill c

onti

nue

to b

e a

big

part

of

• (a

) pr

omot

ing

carb

on fr

iend

ly t

rans

port

atio

n (t

rans

it, p

ed a

nd b

ike)

• 

(b)

gree

n bu

ildin

gs, a

nd

• (c

) ac

hiev

ing

clim

ate

resi

lienc

y. T

here

is a

par

ticu

larl

y bi

g op

port

unit

y no

w w

ith

(c),

sin

ce

this

is a

n en

orm

ous,

long

-ter

m p

robl

em fo

r co

asta

l cit

ies

like

Bos

ton,

it is

ver

y de

sign

in

tens

ive,

and

it is

a p

rett

y op

en a

dvoc

acy

field

. …

Coo

rdin

ate

Long

-ter

m V

isio

ns

• En

sure

hig

hest

and

bes

t us

e ou

tcom

es

• Im

pact

larg

er p

olic

y at

cit

y an

d st

ate

leve

ls

• A

dvoc

ate

in c

ivic

real

m

Sou

rce:

BS

AF

Str

ateg

ic T

ask

Forc

e m

eeti

ngs

5/19

/16,

6/7

/16,

6/1

4/1

6 a

nd S

taff

mee

ting

6/1

3/16

15

VIS

ION

Wha

t w

ould

pos

itiv

e im

pact

look

like

?

If w

e w

ere

succ

essf

ul, w

hat

impa

ct w

ould

we

have

rega

rdin

g th

ese

prob

lem

s?

Posi

tive

ly C

hang

e Li

ves

• 

Posi

tive

ly c

hang

e liv

es o

f cit

izen

s in

gre

ater

Bos

ton

• Pe

ople

are

em

pow

ered

to s

olve

pro

blem

s an

d im

prov

e lif

e, o

n th

eir

own,

as

com

mun

ity,

or

wit

h he

lp

of e

xper

ts

• Pe

ople

feel

a s

ense

of a

genc

y in

the

ir li

ves

and

owne

rshi

p of

the

ir s

urro

undi

ngs

• B

osto

n an

d re

side

nts

thri

ving

, vib

rant

, hea

lthy

, mod

el

for

wor

ld

• C

ity

of p

eopl

e w

ho a

re s

et u

p fo

r su

cces

s Po

siti

ve C

hang

e fo

r B

osto

n A

rea

• Po

siti

ve c

hang

e of

bui

lt e

nvir

onm

ent

of G

reat

er

Bos

ton

• B

osto

n sa

fer

in c

limat

e fu

ture

• 

Mor

e lik

e H

ambu

rg (e

sp. r

esili

ency

pla

nnin

g) a

nd

Am

ster

dam

• 

Con

nect

ed w

ith

all a

rts

netw

orks

Impr

oved

Pla

nnin

g &

Par

tner

ship

s • 

Roa

dmap

(fo

r co

mpl

ex u

rban

/ b

uilt

env

iron

men

t pr

oble

ms)

• 

Pro

acti

ve p

artn

ersh

ips

• P

lann

ing

is a

two-

way

str

eet

• In

nova

tive

app

roac

hes

to e

nsur

ing

equi

tabl

e de

velo

pmen

t • 

Hig

h en

viro

nmen

tal q

ualit

y (e

.g. o

pen

spac

e,

wal

kabi

lity)

• 

Mak

e ex

isti

ng “

tool

s” m

ore

effec

tive

Impr

oved

Hea

lth

& W

elln

ess

• In

crea

sed

heal

th o

f ind

ivid

uals

• 

“Hea

lthy

” co

mm

unit

ies

• N

o ho

mel

essn

ess

Pro

duct

ivit

y, O

ppor

tuni

ty, &

Acc

ess

• G

reat

er p

rodu

ctiv

ity

of in

divi

dual

s • 

Gre

ater

eco

nom

ic o

ppor

tuni

ty

• Eq

uity

• 

Gre

at m

obili

ty a

nd t

rans

it (

mul

ti-m

odal

) • 

Easy

acc

ess

to c

ultu

re/t

rans

it/w

ork

• Ev

ery

neig

hbor

hood

has

goo

d sc

hool

s an

d go

od

tran

sit

Sou

rce:

BS

AF

Str

ateg

ic T

ask

Forc

e m

eeti

ngs

5/19

/16,

6/7

/16,

6/1

4/1

6 a

nd S

taff

mee

ting

6/1

3/16

16

VIS

ION

Wha

t w

ould

pos

itiv

e im

pact

look

like

? If

we

wer

e su

cces

sful

, wha

t im

pact

wou

ld w

e ha

ve re

gard

ing

thes

e pr

oble

ms?

Rec

ogni

tion

of

Des

ign

• 

Des

ign

reco

gniz

ed a

s a

fron

tlin

e so

luti

on to

ch

angi

ng li

ves

• A

vera

ge p

eopl

e un

ders

tand

the

val

ue a

nd im

pact

of

des

ign

• A

ll ca

ndid

ates

for

publ

ic o

ffice

hav

e de

sign

/pl

anni

ng a

s pa

rt o

f age

nda

• D

esig

n re

pres

enta

tion

at

all l

evel

s of

gov

ernm

ent

• D

eman

d fo

r be

tter

des

ign

• M

ore

“des

ign”

jobs

• 

Des

ign

reco

gniz

ed a

s a

regi

onal

issu

e • 

Des

ign

shap

es a

bet

ter

Bos

ton

Rec

ogni

tion

of

BS

A(F

) • 

Go-

to p

lace

for

educ

atio

n, in

form

atio

n, a

nd p

ublic

di

alog

ue re

gard

ing

desi

gn/p

lann

ing

• 

Rec

ogni

zed

for

incl

usiv

e in

nova

tive

, pro

gres

sive

pl

anni

ng p

olic

ies

and

prog

ram

s • 

Sta

te g

over

nmen

t po

licy

chan

ges

happ

en in

pa

rtne

rshi

p w

ith

BS

AF

• B

SA

F is

a le

ader

am

ong

arch

itec

ture

org

aniz

atio

ns

• C

reat

ive

lead

er in

bui

lt e

nvir

onm

ents

Rec

ogni

tion

for

Bos

ton

• B

osto

n re

cogn

ized

as

glob

al le

ader

in d

esig

n ex

celle

nce

• T

he p

lace

to b

e!

• B

osto

n po

pula

tion

exc

eeds

1 m

illio

n • 

Endu

ring

: a c

ity

that

will

be

a m

agne

t fo

r de

cade

s to

com

e

Sou

rce:

BS

AF

Str

ateg

ic T

ask

Forc

e m

eeti

ngs

5/19

/16,

6/7

/16,

6/1

4/1

6 a

nd S

taff

mee

ting

6/1

3/16

17

PEO

PLE

Who

do

we

impa

ct, e

ngag

e, s

erve

? W

ho d

o w

e im

pact

, eng

age,

ser

ve?

All

Peop

le in

Gre

ater

Bos

ton

• Ev

eryo

ne in

the

wor

ld w

ith

desi

gn c

halle

nges

nee

d he

lp, b

ut w

e ar

e be

st s

uite

d to

ser

ve G

reat

er B

osto

n • 

Res

iden

ts (

acce

ss to

reso

urce

s: jo

bs, t

rans

it, h

ousi

ng, g

reen

spac

e,

hous

ing)

• 

Wor

kers

• 

Stu

dent

s • 

Vis

itor

s

The

Nex

t G

ener

atio

n (y

outh

of

Bos

ton)

U

nder

serv

ed a

nd U

nder

repr

esen

ted

Com

mun

itie

s Pe

ople

Who

Rep

rese

nt a

nd S

erve

Oth

ers

• P

ublic

and

ele

cted

offi

cial

s (p

olic

y m

aker

s, in

vest

men

t ad

viso

rs)

• C

ivic

adv

ocat

es

• C

omm

unit

y gr

oups

and

org

aniz

atio

ns

• Ed

ucat

ors

Bus

ines

ses

Des

ign

and

Bui

ldin

g In

dust

ry P

rofe

ssio

nals

• 

BS

A M

embe

rs

Des

ign

curi

ous

Sou

rce:

BS

AF

Str

ateg

ic T

ask

Forc

e m

eeti

ngs

5/19

/16,

6/7

/16,

6/1

4/1

6 a

nd S

taff

mee

ting

6/1

3/16

Who

are

our

key

sta

keho

lder

s?

Inte

rnal

Sta

keho

lder

s • 

Sta

ff

• Fo

unda

tion

Boa

rd

• Vo

lunt

eers

• 

BS

A B

oard

• 

BS

A M

embe

rshi

p • 

CD

RC

Boa

rd

Exte

rnal

Sta

keho

lder

s • 

Don

ors

& F

unde

rs

• C

usto

mer

s (i

.e. p

rogr

am

bene

ficia

ries

) • 

Par

tner

s • 

Com

mun

ity

Lead

ers

////

////

////

////

////

////

////

////

////

////

////

///

• C

omm

unit

y /

Nei

ghbo

rhoo

ds

• C

ivic

• 

Gov

ernm

ent

/ Po

licy

• S

ocie

ty

• S

tude

nts

/ Yo

uth

• P

ublic

sch

ools

• 

All

kids

18

AC

TIV

ITIE

S W

hat

do w

e do

? • 

Exhi

biti

ons

• 

Pro

gram

s • 

Fam

ily D

esig

n D

ays

• Ex

hibi

tion

s • 

Com

mon

Bos

ton

Fest

ival

• 

Des

igni

ng B

osto

n • 

CD

RC

• 

LBD

• 

Gra

nts

• C

ivic

Init

iati

ves

• P

artn

ersh

ips

• A

BX

• 

AB

Mag

azin

e

Sou

rce:

BS

AF

Str

ateg

ic T

ask

Forc

e m

eeti

ngs

5/19

/16,

6/7

/16,

6/1

4/1

6 a

nd S

taff

mee

ting

6/1

3/16

Add

P

rogr

am

Sna

psho

t

We

shou

ld lo

ok fo

r sy

nerg

ies

in t

hese

var

ious

are

as.

A c

oupl

e of

pos

sibl

e ex

ampl

es fo

r de

mon

stra

tion

: • 

A L

BD

ses

sion

for

high

sch

oole

rs o

n re

silie

ncy

plan

ning

and

des

ign

• an

exh

ibit

ion

on R

enov

ate

for

Rec

over

y

19

LAN

DS

CA

PE

SC

AN

Wor

k P

lan

DR

IVIN

G Q

UES

TIO

NS

• 

Com

peti

tion

W

ho is

the

loca

l com

peti

tion

? W

here

are

we

and

shou

ld w

e be

rela

tive

to t

hem

? • 

Bes

t P

ract

ices

W

hat

are

best

pra

ctic

es?

How

can

we

lear

n an

d ad

apt

from

the

m?

• P

artn

ers

Who

are

goo

d pa

rtne

rs fo

r us

to c

onsi

der

as w

e m

ove

forw

ard—

both

dir

ect/

spec

ific

grou

ps

and

part

ner

cate

gori

es (

i.e.,

publ

ic li

brar

ies)

.

CAT

EGO

RIE

S

OW

NER

S

TAT

US

N

EXT

ST

EPS

Civ

ic

Bill

y G

ood

first

pas

s co

mpl

ete.

May

nee

d fo

llow

-up.

• 

Boa

rd in

put,

esp

ecia

lly

on q

uest

ions

and

wit

h or

g. s

ugge

stio

ns

• Fi

nish

/flus

h ou

t th

e sc

ans

• A

naly

sis

and

conc

lusi

ons

Yout

h Po

lly

Hea

ding

s co

mpl

ete.

Pol

ly is

act

ivel

y w

orki

ng o

n.

Exhi

biti

ons

Pam

ela

Usi

ng w

ork

a te

mp

did

for

us la

st s

umm

er

as a

sta

rtin

g po

int,

wit

h M

ary

to

supp

lem

ent.

20

LAN

DS

CA

PE

SC

AN

Que

stio

ns b

y C

ateg

ory

CIV

IC

EXH

IBIT

ION

S

YOU

TH

PR

OG

RA

M

OT

HER

• O

rgan

izat

ion

nam

e • 

Geo

grap

hic

focu

s • 

Sca

le o

f ope

rati

ons

(ind

ivid

ual,

neig

hbor

hood

, po

licy

• Pe

ople

ser

ved

• P

artn

er n

etw

ork

(bi

g pi

ctur

e, u

nles

s B

osto

n)

• H

ow fu

nded

if

rele

vant

• 

Rol

e of

des

ign

• R

ole

of o

rg

(con

vene

r, pr

ojec

t ba

sed,

pro

gram

ba

sed)

• 

Volu

ntee

rs

• P

resc

ript

ive

or

reac

tive

• O

rgan

izat

ion

nam

e • 

Gal

lery

Loc

atio

n • 

Gal

lery

siz

e • 

Aud

ienc

e • 

Par

tner

net

wor

k • 

How

fund

ed if

re

leva

nt

• R

ole

of d

esig

n • 

Type

of o

rg

(aca

dem

ic,

inst

itut

ion,

en

trep

rene

uria

l)

• Vo

lunt

eers

• 

Focu

s • 

Mar

keti

ng

• A

dmis

sion

• O

rgan

izat

ion

nam

e • 

Geo

grap

hic

focu

s • 

Bus

ines

s or

gani

zati

on

(sta

ndal

one

or w

/in

larg

er o

rg)

• Pe

ople

ser

ved

• P

artn

er n

etw

ork

• H

ow fu

nded

• 

Rol

e of

des

ign

in

curr

icul

um

• R

ole

of o

rg

(con

vene

r, pr

oduc

t/sv

c ba

sed,

pro

gram

ba

sed)

• 

Pro

gram

loca

tion

• 

Pro

gram

Del

iver

y

(sta

ff, v

olun

teer

s,

cons

ults

) • 

Mis

sion

• 

Year

s in

Bus

ines

s • 

# y

outh

ser

ved

per

year

• O

rgan

izat

ion

nam

e • 

Geo

grap

hic

focu

s • 

Sca

le o

f ope

rati

ons

(ind

ivid

ual,

neig

hbor

hood

, po

licy

• Pe

ople

ser

ved

• P

artn

er n

etw

ork

• H

ow fu

nded

if

rele

vant

• 

Rol

e of

des

ign

• R

ole

of o

rg

(con

vene

r, pr

ojec

t ba

sed,

pro

gram

ba

sed)

• 

Pro

gram

loca

tion

• 

Volu

ntee

rs

• P

resc

ript

ive

or

reac

tive

21

LAN

DS

CA

PE

SC

AN

Org

aniz

atio

ns b

y C

ateg

ory

- Civ

ic

• A

Bet

ter

Cit

y • 

BA

C G

atew

ay In

itia

tive

• 

Bos

ton

Car

es

• B

osto

n G

reen

Rib

bon

Com

mis

sion

• 

Bos

ton

Har

bor

Now

• 

BR

A

• B

SLA

• 

Cha

rles

Riv

er C

onse

rvan

cy

• C

harl

es R

iver

Wat

ersh

ed A

ssoc

iati

on

• C

hica

go A

rchi

tect

ure

Foun

dati

on

• C

ity

Year

• 

CN

U-N

E

• C

OG

desi

gn

• C

onse

rvat

ion

Law

Fou

ndat

ion

• D

istr

ict

Hal

l • 

Dow

ntow

n C

ross

ing

Bus

ines

s Im

prov

emen

t D

istr

ict

• E

2 (E

nvir

onm

enta

l Ent

repr

eneu

rs)

• Em

eral

d N

eckl

ace

Con

serv

ancy

• 

Fenw

ay A

llian

ce

• Fr

iend

s of

Ft.

Pt

Cha

nnel

• 

Liva

ble

Str

eets

Alli

ance

• M

A S

mar

t G

row

th A

llian

ce

• M

AP

C

• M

ysti

c R

iver

Wat

ersh

ed A

ssoc

iati

on

• N

ew Y

ork

Mun

icip

al A

rt S

ocie

ty

• O

pen

Arc

hite

ctur

e C

olla

bora

tive

• 

Pro

ject

for

Pub

lic S

pace

s • 

Ros

e K

enne

dy G

reen

way

Con

serv

ancy

• 

San

Fra

ncis

co A

IA

• S

PU

R (

SF

Pla

nnin

g &

Urb

an R

esea

rch)

• 

Suff

olk

Uni

v. O

ffice

of E

xter

nal A

ffai

rs

• T

he D

esig

ner

(pro

gram

of Y

outh

Bui

ldB

osto

n)

• T

he N

atur

e C

onse

rvan

cy

• Tr

ust

for

Pub

lic L

and

• Tr

uste

es o

f Res

erva

tion

s • 

ULI

Bos

ton

• W

alkB

osto

n • 

Wen

twor

th C

ente

r fo

r C

omm

unit

y an

d Le

arni

ng P

artn

ersh

ips

• [b

c] (

build

ing

com

mun

ity)

22

AP

PE

ND

IX

23

RE

FER

EN

CE

24

GLO

SS

AR

Y

A m

issi

on s

tate

men

t co

mm

unic

ates

to t

he w

orld

wha

t yo

u do

and

why

you

do

it. A

s su

ch, o

rgan

izat

ions

nee

d to

ha

ve a

suc

cinc

t an

d w

ell-c

raft

ed m

issi

on s

tate

men

t th

at is

bot

h a

stat

emen

t of

pur

pose

—w

hy t

he o

rgan

izat

ion

exis

ts—

and

a de

scri

ptio

n of

wha

t th

e or

gani

zati

on d

oes—

and

for

who

m—

to fu

lfill

that

pur

pose

. W

here

as a

mis

sion

sta

tem

ent

sum

mar

izes

the

who

, wha

t an

d w

hy o

f an

orga

niza

tion

’s w

ork,

a v

isio

n st

atem

ent

pres

ents

an

imag

e in

wor

ds o

f wha

t su

cces

s w

ill lo

ok li

ke if

the

org

aniz

atio

n ac

hiev

ed it

s pu

rpos

e:

A v

isio

n is

a m

enta

l mod

el o

f a fu

ture

sta

te .

. . B

uilt

upo

n re

ason

able

ass

umpt

ions

abo

ut t

he fu

ture

. . .

In

fluen

ced

by o

ur o

wn

judg

men

ts a

bout

wha

t is

pos

sibl

e an

d w

orth

whi

le .

. . A

vis

ion

is a

men

tal m

odel

tha

t pe

ople

and

org

aniz

atio

ns c

an b

ring

into

bei

ng t

hrou

gh t

heir

ow

n co

mm

itm

ent

and

acti

ons.

1 Fi

nally

, mos

t no

npro

fit o

rgan

izat

ions

are

dri

ven

by—

and

grou

nded

in—

valu

es a

nd b

elie

fs a

bout

why

the

y ex

ist

and

how

the

y w

ant

to o

pera

te in

sup

port

of t

hose

val

ues.

The

mor

e th

ose

valu

es a

re m

ade

expl

icit

, the

mor

e lik

ely

it is

tha

t th

ose

valu

es w

ill b

e pu

t in

to a

ctio

n.

. . .

A

vis

ion

is a

gui

ding

imag

e of

suc

cess

. In

arch

itec

tura

l ter

ms,

if a

mis

sion

sta

tem

ent

prov

ides

a b

luep

rint

for

an

orga

niza

tion

’s w

ork—

the

wha

t, w

hy, a

nd fo

r w

hom

—th

en t

he v

isio

n is

the

art

ist’s

rend

erin

g of

the

real

izat

ion

of

that

mis

sion

. . .

.

Str

ateg

ic p

lann

ing

is a

sys

tem

atic

pro

cess

thr

ough

whi

ch a

n or

gani

zati

on a

gree

s on

—an

d bu

ilds

com

mit

men

t am

ong

key

stak

ehol

ders

to—

prio

riti

es t

hat

are

esse

ntia

l to

its

mis

sion

and

are

resp

onsi

ve to

the

env

iron

men

t.

Str

ateg

ic p

lann

ing

guid

es t

he a

cqui

siti

on a

nd a

lloca

tion

of r

esou

rces

to a

chie

ve t

hese

pri

orit

ies.

. .

.

Mis

sion

sta

tem

ent:

Sta

tem

ent

of p

urpo

se a

nd b

usin

ess

(pri

mar

y m

etho

ds)

Vis

ion

stat

emen

t: A

n im

age

of t

he fu

ture

we

seek

to c

reat

e Va

lues

sta

tem

ent:

Gui

ding

con

cept

s, b

elie

fs a

nd p

rinc

iple

s

Sou

rce:

Mic

hael

Alli

son

and

Judy

Kay

e, S

trat

egic

Pla

nnin

g fo

r N

onpr

ofit O

rgan

izat

ions

, 2nd

Edi

tion

1 B

urt

Nan

us, V

isio

nary

Lea

ders

hip

25

TH

E S

TR

ATEG

IC P

LAN

NIN

G P

RO

CES

S

Sou

rce:

Mic

hael

Alli

son

and

Judy

Kay

e, S

trat

egic

Pla

nnin

g fo

r N

onpr

ofit O

rgan

izat

ions

, 2nd

Edi

tion

26

TH

E LA

NG

UA

GE

OF

PLA

NN

ING

End

s &

Mea

ns

Sou

rce:

Mic

hael

Alli

son

and

Judy

Kay

e, S

trat

egic

Pla

nnin

g fo

r N

onpr

ofit O

rgan

izat

ions

, 2nd

Edi

tion

27

DR

AFT

A M

ISS

ION

STA

TEM

ENT

Wor

kshe

et

Wha

t is

the

foc

us p

robl

em(s

) th

at t

he B

SA

Fou

ndat

ion

exis

ts t

o so

lve?

In

con

side

ring

the

focu

s pr

oble

m o

r ne

ed, c

onsi

der

the

follo

win

g qu

esti

ons:

Wha

t nee

d or

opp

ortu

nity

doe

s ou

r or

gani

zati

on e

xist

to

reso

lve?

Who

is a

ffec

ted

by th

e pr

oble

m?

How

are

they

aff

ecte

d? If

we

wer

e su

cces

sful

, wha

t im

pact

wou

ld w

e ha

ve re

gard

ing

this

pro

blem

?

Wha

t ar

e th

e as

sum

ptio

ns o

n w

hich

the

BS

A F

ound

atio

n do

es it

s w

ork?

W

hat

is t

he p

urpo

se o

f th

e B

SA

Fou

ndat

ion?

A

pur

pose

sen

tenc

e an

swer

s th

e qu

esti

on o

f why

an

orga

niza

tion

exi

sts;

it d

oes

not d

escr

ibe

wha

t an

orga

niza

tion

doe

s. T

he s

ente

nce

shou

ld b

e a

shor

t, s

ucci

nct s

tate

men

t tha

t des

crib

es th

e ul

tim

ate

resu

lt a

n or

gani

zati

on is

hop

ing

to a

chie

ve. W

hen

wri

ting

a p

urpo

se

sent

ence

, mak

e su

re to

indi

cate

out

com

es a

nd re

sult

s [e

.g.,

to e

limin

ate

hom

eles

snes

s], n

ot th

e m

etho

ds o

f ach

ievi

ng th

ose

resu

lts,

whi

ch

is w

hat y

ou d

o [e

.g.,

by c

onst

ruct

ing

hous

es].

Wha

t ar

e th

e m

etho

ds t

hat

the

BS

A F

ound

atio

n us

es t

o ac

com

plis

h it

s pu

rpos

e?

Des

crib

e ou

r bu

sine

ss o

r bu

sine

sses

—ou

r pr

imar

y se

rvic

es o

r pr

ogra

ms.

Com

bine

you

r pu

rpos

e se

nten

ce a

nd d

escr

ipti

on o

f pr

imar

y se

rvic

es/a

ctiv

itie

s in

a c

ompe

lling

mis

sion

st

atem

ent:

D

raft

a p

ower

ful t

ag li

ne o

r sl

ogan

:

Ada

pted

from

Str

ateg

ic P

lann

ing

for

Non

profi

ts b

y A

lliso

n an

d K

aye,

Wor

kshe

et 5

28

DR

AFT

A V

ISIO

N S

TAT

EMEN

T W

orks

heet

D

are

to d

ream

the

pos

sibl

e. W

hat

is t

he B

SA

Fou

ndat

ion’

s re

alis

tic

but

chal

leng

ing

guid

ing

visi

on o

f suc

cess

? EX

TER

NA

L V

ISIO

N: D

escr

ibe

how

the

wor

ld w

ould

be

impr

oved

, cha

nged

, or

diff

eren

t if

the

BS

A F

ound

atio

n w

as s

ucce

ssfu

l in

achi

evin

g it

s pu

rpos

e.

INT

ERN

AL

VIS

ION

: Env

isio

ning

the

BS

A F

ound

atio

n fu

ture

P

rogr

amm

atic

vis

ion:

A

dmin

istr

ativ

e vi

sion

:

Ada

pted

from

Str

ateg

ic P

lann

ing

for

Non

profi

ts b

y A

lliso

n an

d K

aye,

Wor

kshe

et 6

29

VIS

ION

ING

Pro

mpt

ing

Que

stio

ns

• H

ow w

ill t

he w

orld

be

impr

oved

if w

e w

ere

succ

essf

ul in

ach

ievi

ng o

ur p

urpo

se?

• W

hat

mak

es u

s un

ique

? W

hat

dist

ingu

ishe

s us

from

the

com

peti

tion

?

• W

hat

do o

ur c

onst

itue

nts

cons

ider

mos

t im

port

ant

in o

ur p

rovi

sion

of s

ervi

ces?

W

hat

do t

hey

need

from

us?

• W

hat

are

the

mos

t im

port

ant

serv

ices

tha

t w

e sh

ould

con

tinu

e to

pro

vide

, cha

nge,

or

beg

in to

off

er in

the

nex

t th

ree

year

s?

• It

’s b

een

five

or te

n ye

ars

from

now

and

the

BS

A F

ound

atio

n ha

s ju

st b

een

wri

tten

up

in a

maj

or p

ublic

atio

n:

• W

hat

wou

ld t

he h

eadl

ine

be s

ayin

g ab

out

our

orga

niza

tion

?

• W

hat

wou

ld b

e a

feat

ured

quo

te a

bout

the

org

aniz

atio

n, a

nd w

ho w

ould

be

sayi

ng it

?

• W

rite

a h

eadl

ine

and

two

or t

hree

bul

let

poin

ts t

hat

wou

ld s

erve

as

the

outl

ine

for

a si

deba

r st

ory

abou

t ou

r or

gani

zati

on

• D

raw

a p

ictu

re o

r de

scri

be a

pho

to t

hat

wou

ld a

ppea

r in

the

pub

licat

ion.

In

clud

e a

capt

ion.

Sou

rce:

Mic

hael

Alli

son

and

Judy

Kay

e, S

trat

egic

Pla

nnin

g fo

r N

onpr

ofit O

rgan

izat

ions

, 2nd

Edi

tion

30

MIS

SIO

N &

VIS

ION

STA

TEM

ENTS

Exa

mpl

es

A B

ette

r C

ity

(ww

w.a

bett

erci

ty.o

rg)

A B

ette

r C

ity

is a

div

erse

gro

up o

f bus

ines

s le

ader

s un

ited

aro

und

a co

mm

on g

oal—

to e

nhan

ce B

osto

n an

d th

e re

gion

’s e

cono

mic

hea

lth,

com

peti

tive

ness

, vi

bran

cy, s

usta

inab

ility

and

qua

lity

of li

fe. A

Bet

ter

Cit

y op

erat

es b

etw

een

the

priv

ate

and

publ

ic s

ecto

rs u

sing

te

chni

cal e

xper

tise

and

rese

arch

cap

abili

ties

to s

hape

ke

y po

licie

s, p

roje

cts

and

init

iati

ves.

By

ampl

ifyin

g th

e vo

ice

of t

he b

usin

ess

com

mun

ity

thro

ugh

colla

bora

tion

an

d co

nsen

sus

acro

ss a

bro

ad r

ange

of s

take

hold

ers,

A

Bet

ter

Cit

y de

velo

ps s

olut

ions

and

influ

ence

s po

licy

in

thre

e cr

itic

al a

reas

cen

tral

to t

he B

osto

n re

gion

’s

econ

omic

com

peti

tive

ness

and

gro

wth

—tr

ansp

orta

tion

an

d in

fras

truc

ture

, lan

d us

e an

d de

velo

pmen

t, a

nd

envi

ronm

ent

and

ener

gy.

Bos

tonC

reat

es (

ww

w.B

osto

nCre

ates

.org

) W

e en

visi

on a

Cre

ativ

e B

osto

n:

in w

hich

art

s an

d cu

ltur

e ar

e no

t ju

st p

art

of a

sto

ried

pa

st b

ut a

t th

e he

art

of t

he c

ity’

s co

ntem

pora

ry id

enti

ty—

pow

erfu

lly e

xpre

ssin

g w

ho B

osto

nian

s ha

ve b

een,

who

w

e ar

e, a

nd w

ho w

e ho

pe to

be;

th

at d

emon

stra

tes

conc

rete

way

s ho

w it

val

ues

arti

sts:

en

ablin

g th

em to

cre

ate

and

show

case

the

ir b

est

and

mos

t in

nova

tive

wor

k, g

row

and

dev

elop

thr

ough

out

thei

r ca

reer

s, a

nd re

ceiv

e th

e su

ppor

t th

ey n

eed

to

flour

ish

here

; th

at c

eleb

rate

s di

vers

ity

in a

ll fo

rms

by in

spir

ing

and

empo

wer

ing

all B

osto

nian

s to

exp

ress

the

ir in

divi

dual

cr

eati

vity

and

cul

tura

l ide

ntit

ies;

in

whi

ch a

rts

and

cult

ure

are

wov

en in

to t

he v

ery

fabr

ic

of u

rban

livi

ng, w

here

Bos

toni

ans—

resi

dent

s, w

orke

rs,

stud

ents

, and

vis

itor

s—pa

rtic

ipat

e an

d ta

ke p

ride

in t

he

vibr

ant

cult

ural

life

to b

e fo

und

in e

very

cor

ner

of t

he

city

; and

th

at fo

ster

s cr

eati

ve t

hink

ing

as a

way

of s

olvi

ng o

ur

prob

lem

s gr

eat

and

smal

l. B

osto

n R

edev

elop

men

t A

utho

rity

(w

ww

.bos

tonr

edev

elop

men

taut

hori

ty.o

rg)

In p

artn

ersh

ip w

ith

com

mun

itie

s, t

he B

RA

pla

ns

Bos

ton’

s fu

ture

whi

le re

spec

ting

its

past

. By

guid

ing

phys

ical

, soc

ial,

and

econ

omic

cha

nge

in B

osto

n’s

neig

hbor

hood

s, t

he B

RA

see

ks to

sha

pe a

mor

e pr

ospe

rous

, res

ilien

t an

d vi

bran

t ci

ty fo

r al

l. W

e al

so

envi

sion

a c

ity

whe

re a

ll B

osto

nian

s—

resi

dent

s,

wor

kers

, stu

dent

s, a

nd v

isit

ors

—pa

rtic

ipat

e an

d ta

ke

prid

e in

the

vib

rant

cul

tura

l life

to b

e fo

und

in e

very

co

rner

of t

he c

ity:

at

mus

eum

s, o

n st

reet

cor

ners

, at

neig

hbor

hood

fest

ival

s an

d co

mm

unit

y ce

nter

s; in

pa

rks,

the

ater

s, g

alle

ries

, and

sto

res;

at

arti

st s

tudi

os,

club

s, a

nd c

once

rt h

alls

. Art

s an

d cu

ltur

e w

ill b

e w

oven

in

to t

he v

ery

fabr

ic o

f urb

an li

ving

in B

osto

n.

BO

STO

N O

RG

AN

IZAT

ION

S &

INIT

IAT

IVES

31

MIS

SIO

N &

VIS

ION

STA

TEM

ENTS

Exa

mpl

es

The

Bos

ton

Foun

dati

on (

ww

w.t

bf.o

rg)

As

Gre

ater

Bos

ton’

s co

mm

unit

y fo

unda

tion

, the

Bos

ton

Foun

dati

on d

evot

es it

s re

sour

ces

to b

uild

ing

and

sust

aini

ng a

vit

al, p

rosp

erou

s ci

ty a

nd re

gion

, whe

re

just

ice

and

oppo

rtun

ity

are

exte

nded

to e

very

one.

We

fulfi

ll th

is m

issi

on in

thr

ee p

rinc

ipal

way

s:

Mak

ing

gran

ts to

non

profi

t or

gani

zati

ons

and

desi

gnin

g sp

ecia

l fun

ding

init

iati

ves

to a

ddre

ss t

his

com

mun

ity’

s cr

itic

al c

halle

nges

; W

orki

ng in

par

tner

ship

wit

h do

nors

and

oth

er fu

nder

s to

ac

hiev

e hi

gh-im

pact

phi

lant

hrop

y; a

nd

Ser

ving

as

a ci

vic

hub

and

cent

er o

f inf

orm

atio

n, w

here

id

eas

are

shar

ed, l

ever

s fo

r ch

ange

are

iden

tifie

d, a

nd

com

mon

age

ndas

for

the

futu

re a

re d

evel

oped

. In

eve

ryth

ing

we

do, w

e se

ek to

bro

aden

par

tici

pati

on,

fost

er c

olla

bora

tion

and

hea

l rac

ial,

ethn

ic a

nd

com

mun

ity

divi

sion

s.

Des

ign

Mus

eum

Bos

ton

(ww

w.d

esig

nmus

eum

foun

dati

on.o

rg/b

osto

n)

Des

ign

Mus

eum

Bos

ton

is a

non

profi

t no

mad

ic m

useu

m

dedi

cate

d to

all

thin

gs d

esig

n. O

ur m

issi

on is

to e

duca

te

the

wor

ld o

n th

e ro

le o

f des

ign

in o

ur li

ves

and

to u

nite

th

e co

mm

unit

y in

way

s th

at e

nric

h ou

r co

llect

ive

wor

k,

mak

e bu

sine

sses

mor

e co

mpe

titi

ve, a

nd s

olve

real

-wor

ld

prob

lem

s m

ore

crea

tive

ly. A

fter

all,

des

ign

has

the

pow

er

to m

ake

our

ever

yday

live

s m

ore

com

fort

able

, mor

e effi

cien

t, m

ore

exci

ting

, mor

e re

war

ding

, mor

e… b

ette

r.

BO

STO

N O

RG

AN

IZAT

ION

S &

INIT

IAT

IVES

(con

tinu

ed)

32

MIS

SIO

N &

VIS

ION

STA

TEM

ENTS

Exa

mpl

es

Ass

ocia

tion

of

Arc

hite

ctur

al O

rgan

izat

ions

(w

ww

.AA

One

twor

k.or

g)

The

Ass

ocia

tion

of

Arc

hite

ctur

e O

rgan

izat

ions

(A

AO

) is

a m

embe

r-ba

sed

netw

ork

that

con

nect

s th

e m

any

orga

niza

tion

s ar

ound

the

wor

ld d

edic

ated

to e

nhan

cing

pu

blic

dia

logu

e ab

out

arch

itec

ture

and

des

ign.

We

belie

ve t

he b

ette

r in

form

ed a

cit

izen

ry is

abo

ut it

s bu

ilt

envi

ronm

ent,

the

mor

e m

indf

ul it

will

be

in d

eman

ding

th

e hi

ghes

t st

anda

rd in

arc

hite

ctur

e an

d ur

ban

desi

gn.

Can

adia

n C

ente

r fo

r A

rchi

tect

ure

l Mon

trea

l, Q

B

(ww

w.c

ca.q

c.ca

) T

he C

CA

is a

n in

tern

atio

nal r

esea

rch

inst

itut

ion

base

d on

the

fund

amen

tal p

rem

ise

that

arc

hite

ctur

e is

a p

ublic

co

ncer

n. It

was

foun

ded

wit

h th

e sp

ecifi

c ai

m o

f in

crea

sing

pub

lic a

war

enes

s of

the

rol

e of

arc

hite

ctur

e in

co

ntem

pora

ry s

ocie

ty a

nd p

rom

otin

g sc

hola

rly

rese

arch

in

the

fiel

d. W

e pr

oduc

e re

sear

ch, e

xhib

itio

ns,

publ

icat

ions

and

a r

ange

of a

ctiv

itie

s. W

e ho

st s

chol

ars

and

prov

ide

acce

ss to

the

unp

aral

lele

d co

llect

ions

in

clud

ing

prin

ts, d

raw

ings

, pho

togr

aphs

, an

exte

nsiv

e lib

rary

, and

a s

peci

al e

mph

asis

on

com

plet

e ar

chit

ectu

ral a

rchi

ves.

Chi

cago

Arc

hite

ctur

e Fo

unda

tion

(w

ww

.caf

.org

) T

he C

hica

go A

rchi

tect

ure

Foun

dati

on is

the

lead

ing

orga

niza

tion

dev

oted

to c

eleb

rati

ng a

nd p

rom

otin

g C

hica

go a

s a

cent

er o

f arc

hite

ctur

al in

nova

tion

. As

Chi

cago

’s fo

rum

for

the

exch

ange

of i

deas

on

urba

n de

sign

, CA

F in

spir

es p

eopl

e to

par

tici

pate

in t

he b

uild

ing

of v

ibra

nt c

omm

unit

ies

and

to d

eman

d th

e hi

ghes

t st

anda

rd in

urb

an d

esig

n. C

AF

awak

ens

youn

g pe

ople

to

achi

eve

thei

r po

tent

ial t

hrou

gh t

he d

isco

very

of

arch

itec

ture

, eng

inee

ring

and

des

ign.

C

omm

unit

y D

esig

n C

ente

r of

Pit

tsbu

rgh

l P

itts

burg

h, P

A (c

.20

11)

The

Com

mun

ity

Des

ign

Cen

ter

of P

itts

burg

h (C

DC

P)

is a

no

n-pr

ofit

orga

niza

tion

tha

t pr

ovid

es in

form

atio

n,

prof

essi

onal

ser

vice

s, a

nd fo

rum

s fo

r pe

ople

to im

prov

e th

eir

qual

ity

of li

fe t

hrou

gh d

esig

n an

d pl

anni

ng o

f the

bu

ilt e

nvir

onm

ent.

The

CD

CP

is a

n ac

tive

par

tner

to t

he

Pit

tsbu

rgh

com

mun

ity

and

its

citi

zens

to e

nsur

e pu

blic

pa

rtic

ipat

ion

in p

lann

ing

and

desi

gn d

ecis

ions

tha

t im

pact

nei

ghbo

rhoo

ds, t

he c

ity,

and

the

regi

on. T

he

visi

on o

f the

CD

CP

is to

est

ablis

h P

itts

burg

h as

a

reco

gniz

ed p

lace

whe

re d

esig

n of

the

bui

lt e

nvir

onm

ent

is a

defi

ning

feat

ure.

IND

EPEN

DEN

T A

RC

HIT

ECT

UR

AL

OR

GA

NIZ

ATIO

NS

33

MIS

SIO

N &

VIS

ION

STA

TEM

ENTS

Exa

mpl

es

Des

ign

Adv

ocac

y G

roup

Phi

lade

lphi

a l P

hila

delp

hia,

PA

(w

ww

.des

igna

dvoc

acy.

org)

T

he m

issi

on o

f the

Des

ign

Adv

ocac

y G

roup

is to

pro

vide

an

inde

pend

ent

and

info

rmed

pub

lic v

oice

for

desi

gn

qual

ity

in t

he a

rchi

tect

ure

and

phys

ical

pla

nnin

g of

the

P

hila

delp

hia

regi

on. O

ur g

oal i

s to

be

proa

ctiv

e as

wel

l as

reac

tive

; eff

ecti

ve a

s w

ell a

s th

ough

tful

; cri

tica

l as

wel

l as

con

stru

ctiv

e. W

e w

ant

to c

reat

e an

unp

aral

lele

d vo

ice

for

desi

gn, a

gro

up w

hose

opi

nion

on

the

qual

ity

of o

ur

envi

ronm

ent

is s

ough

t af

ter

and

who

se c

ontr

ibut

ion

mak

es a

diff

eren

ce. W

e ar

e a

grou

p dr

awn

from

a b

road

sp

ectr

um o

f dis

cipl

ines

, com

pris

ed o

f mot

ivat

ed

indi

vidu

als

who

are

rou

tine

ly e

ngag

ed in

mat

ters

of

desi

gn, d

evel

opm

ent

and

plan

ning

and

who

are

not

af

raid

to s

peak

out

. T

he D

esig

n C

ounc

il C

omm

issi

on f

or A

rchi

tect

ure

and

the

Bui

lt E

nvir

onm

ent

l Uni

ted

Kin

gdom

(w

ww

.des

ignc

ounc

il.or

g.uk

) T

he D

esig

n C

ounc

il w

orks

to im

prov

e pe

ople

's li

ves

thro

ugh

the

use

of d

esig

n. W

e us

e de

sign

as

a st

rate

gic

tool

to t

ackl

e m

ajor

soc

ieta

l cha

lleng

es, d

rive

eco

nom

ic

grow

th a

nd in

nova

tion

, and

impr

ove

the

qual

ity

of t

he

built

env

iron

men

t. W

e ad

dres

s al

l asp

ects

of d

esig

n in

clud

ing

prod

uct,

ser

vice

, use

r ex

peri

ence

and

des

ign

in

the

built

env

iron

men

t. W

e ar

e th

e U

K g

over

nmen

t's

advi

ser

on d

esig

n.

Mun

icip

al A

rt S

ocie

ty l

New

Yor

k, N

Y (

ww

w.m

as.o

rg)

Foun

ded

in 1

893,

the

Mun

icip

al A

rt S

ocie

ty (

MA

S)

has

help

ed c

reat

e a

mor

e liv

able

cit

y by

adv

ocat

ing

for

the

qual

ity

of t

he b

uilt

env

iron

men

t th

roug

h ex

celle

nce

in

urba

n pl

anni

ng, d

esig

n, p

rese

rvat

ion

and

plac

emak

ing

thro

ugh

the

arts

. S

PU

R: I

deas

+ A

ctio

n fo

r a

Bet

ter

Cit

y (w

ww

.spu

r.org

) W

e ar

e S

PU

R, t

he S

an F

ranc

isco

Bay

Are

a P

lann

ing

and

Urb

an R

esea

rch

Ass

ocia

tion

. We

brin

g pe

ople

toge

ther

fr

om a

cros

s th

e po

litic

al s

pect

rum

to d

evel

op s

olut

ions

to

the

big

pro

blem

s ou

r ci

ties

face

. Wit

h offi

ces

in S

an

Fran

cisc

o, S

an J

ose

and

Oak

land

, we

are

reco

gniz

ed a

s a

lead

ing

civi

c pl

anni

ng o

rgan

izat

ion

and

resp

ecte

d fo

r ou

r in

depe

nden

t an

d ho

listi

c ap

proa

ch to

urb

an is

sues

.

IND

EPEN

DEN

T A

RC

HIT

ECT

UR

AL

OR

GA

NIZ

ATIO

NS

(con

tinu

ed)

34

MIS

SIO

N &

VIS

ION

STA

TEM

ENTS

Exa

mpl

es

AIA

New

Yor

k C

ente

r fo

r A

rchi

tect

ure

l New

Yor

k, N

Y

(ww

w.c

fa.a

iany

.org

) T

he C

ente

r fo

r Arc

hite

ctur

e pr

ovid

es re

sour

ces

to b

oth

the

publ

ic a

nd b

uild

ing

indu

stry

pro

fess

iona

ls. T

hrou

gh

exhi

biti

ons,

pro

gram

s, a

nd s

peci

al e

vent

s, t

he C

ente

r ai

ms

to im

prov

e th

e qu

alit

y an

d su

stai

nabi

lity

of t

he b

uilt

envi

ronm

ent,

fost

er e

xcha

nge

betw

een

the

desi

gn,

cons

truc

tion

, and

real

est

ate

com

mun

itie

s, a

nd

enco

urag

e co

llabo

rati

ons

acro

ss t

he c

ity

and

glob

e. T

he

Cen

ter

also

cel

ebra

tes

New

Yor

k’s

vibr

ant

arch

itec

ture

, ex

plor

es it

s ur

ban

fabr

ic, s

hare

s co

mm

unit

y re

sour

ces,

an

d pr

ovid

es o

ppor

tuni

ties

for

scho

lars

hip.

As

the

city

’s

lead

ing

cult

ural

inst

itut

ion

focu

sing

on

arch

itec

ture

, the

C

ente

r dr

ives

pos

itiv

e ch

ange

thr

ough

the

pow

er o

f de

sign

. T

he C

ente

r fo

r A

rchi

tect

ure

and

Des

ign

l Col

umbu

s,

OH

(w

ww

.col

umbu

scfa

d.or

g)

The

Cen

ter

for A

rchi

tect

ure

and

Des

ign

is a

non

-pro

fit

orga

niza

tion

tha

t pr

omot

es t

he v

alue

of a

rchi

tect

ure

and

desi

gn to

the

pub

lic t

hrou

gh e

duca

tion

and

out

reac

h.

Dal

las

Cen

ter

for

Arc

hite

ctur

e l D

alla

s, T

X

(ww

w.d

alla

scfa

.com

) A

t D

CFA

, we

wor

k to

enc

oura

ge t

he c

onve

rsat

ion

abou

t w

hy a

rchi

tect

ure

mat

ters

to Y

OU

. We

seek

to fo

ster

the

pu

blic

's u

nder

stan

ding

of t

he p

ower

of a

rchi

tect

ure

to

enri

ch o

ur c

ity

and

our

lives

thr

ough

thi

s on

line

reso

urce

as w

ell a

s th

e pr

ogra

ms,

exh

ibit

s an

d to

urs

that

the

C

ente

r pr

esen

ts. Y

ou c

an m

ake

a di

ffer

ence

...co

me

join

us

! K

ansa

s C

ity

Arc

hite

ctur

e Fo

unda

tion

l K

ansa

s C

ity,

M

O (

ww

w.a

iakc

.org

/kca

f)

Cel

ebra

ting

ove

r 25

yea

rs, t

he K

ansa

s C

ity

Arc

hite

ctur

al

Foun

dati

on (

KC

AF)

edu

cate

s in

divi

dual

s an

d co

mm

unit

ies

abou

t th

e po

wer

of a

rchi

tect

ure

to

tran

sfor

m li

ves

and

impr

ove

the

plac

es w

here

we

live,

le

arn,

wor

k, a

nd p

lay.

Thr

ough

our

out

reac

h pr

ogra

ms,

gr

ants

, sch

olar

ship

s an

d ed

ucat

iona

l res

ourc

es, K

CA

F in

spir

es p

eopl

e to

bec

ome

thou

ghtf

ul a

nd e

ngag

ed

stew

ards

of t

he b

uilt

env

iron

men

t.

Phi

lade

lphi

a C

ente

r fo

r A

rchi

tect

ure

and

Des

ign

l P

hila

delp

hia,

PA

(w

ww

.phi

lade

lphi

acfa

.org

) T

he C

ente

r fo

r Arc

hite

ctur

e an

d D

esig

n su

ppor

ts,

prom

otes

, and

dem

onst

rate

s th

e ab

ility

tha

t de

sign

has

to

sol

ve p

robl

ems,

enh

ance

dai

ly li

fe, g

ener

ate

inno

vati

on, a

nd in

fluen

ce b

oth

the

perc

epti

ons

and

econ

omic

s of

the

gre

ater

Phi

lade

lphi

a re

gion

. Thr

ough

pu

blic

eng

agem

ent,

edu

cati

on, a

nd p

rofe

ssio

nal/

publ

ic/

priv

ate

colla

bora

tion

, the

Cen

ter

unifi

es t

he c

ity'

s de

sign

cu

ltur

e br

ingi

ng to

geth

er a

rchi

tect

s, c

reat

ive

entr

epre

neur

s, m

anuf

actu

rers

, edu

cato

rs, c

ivic

lead

ers,

re

taile

rs, a

nd t

he p

ublic

to b

uild

a 2

1st

cent

ury

city

sh

aped

by

thou

ghtf

ul d

esig

n, c

olla

bora

tive

bus

ines

s pr

acti

ces,

and

com

mun

ity

enga

gem

ent.

AIA

OR

GA

NIZ

ATIO

NS

35

MIS

SIO

N &

VIS

ION

STA

TEM

ENTS

Exa

mpl

es

Sea

ttle

Cen

ter

for

Arc

hite

ctur

e an

d D

esig

n l S

eatt

le,

WA

(w

ww

.cfa

dsea

ttle

.org

/des

ign-

in-p

ublic

) T

he C

ente

r fo

r Arc

hite

ctur

e &

Des

ign

is a

dyn

amic

pub

lic

spac

e fo

r ex

hibi

ts, p

rogr

ams,

and

con

vers

atio

ns t

hat

expl

ore

desi

gn's

rol

e in

sha

ping

cit

ies.

Des

ign

in P

ublic

ce

lebr

ates

all

the

way

s th

at d

esig

n m

akes

life

bet

ter

in

Sea

ttle

. We

nurt

ure

rela

tion

ship

s am

ong

desi

gner

s,

citi

zens

, cit

y le

ader

s, a

nd fu

ture

-thi

nkin

g bu

sine

ss

inno

vato

rs. W

e ca

taly

ze c

hang

e by

sup

port

ing

imag

inat

ion,

vis

ion

and

part

icip

atio

n in

the

cre

atio

n of

th

e pl

ace

we

all w

ant

to li

ve.

The

Cen

ter

for

Arc

hite

ctur

e +

Des

ign

l San

Fr

anci

sco,

CA

(w

ww

.cad

sf.o

rg)

The

Cen

ter

for A

rchi

tect

ure

+ D

esig

n en

hanc

es p

ublic

ap

prec

iati

on fo

r ar

chit

ectu

re a

nd d

esig

n, b

oth

loca

lly

and

inte

rnat

iona

lly, t

hrou

gh e

xhib

itio

ns, l

ectu

res,

tour

s,

film

s, a

nd o

ther

pro

gram

s th

at re

veal

the

ric

hnes

s of

the

de

sign

art

s. F

ound

ed in

20

05,

the

Cen

ter

for

Arc

hite

ctur

e +

Des

ign

is a

col

labo

rati

ve e

nvir

onm

ent

whe

re d

esig

n or

gani

zati

ons

and

affilia

tes

shar

e no

t on

ly

spac

e, b

ut id

eas.

AIA

OR

GA

NIZ

ATIO

NS

(con

tinu

ed)

36

DR

AFT

FR

AM

EWO

RK

S

37

CIV

IC W

OR

K In

the

ove

rlap

CO

MM

UN

ITY

The

Pub

lic

PRO

FESS

ION

Th

e A

rchi

tect

CIV

IC

38

BS

A

Foun

dati

on

Bui

ld a

B

ette

r B

osto

n

Insp

ire

Vis

ion

BS

A

Spa

ce

Pro

voke

C

hang

e En

gage

C

omm

unit

y

LBD

Le

arni

ng

by D

esig

n

CD

RC

C

omm

unit

y D

esig

n

Res

ourc

e C

ente

r

Gra

nts

P

rogr

am

Com

mon

B

osto

n

Des

ign

and

Art

s R

esou

rces

fo

r th

e U

nder

serv

ed

Des

ign

Expo

sure

an

d P

rogr

ams

for

Fam

ilies

an

d Yo

uth

Pub

lic

Out

reac

h th

roug

h Ex

hibi

ts,

Mee

ting

s,

and

Even

ts

Sup

port

for

Emer

ging

D

esig

n P

rogr

ams

and

Des

ign

Educ

atio

n

Invi

ting

the

P

ublic

to

Enco

unte

r D

esig

n th

roug

h

Vis

ion

Mis

sion

Peop

le

Act

ivit

ies

TH

E FO

UN

DAT

ION

TO

DAY

39

BS

A

Foun

dati

on

Bui

ld a

B

ette

r B

osto

n

Insp

ire

V

isio

n

BS

A

Spa

ce

Pro

voke

C

hang

e En

gage

C

omm

unit

y

LBD

Le

arni

ng

by D

esig

n

CD

RC

C

omm

unit

y D

esig

n

Res

ourc

e C

ente

r

Gra

nts

P

rogr

am

Com

mon

B

osto

n

Des

ign

&

tech

nica

l su

ppor

t to

get

de

sign

pro

ject

s

in u

nder

serv

ed

neig

hbor

hood

s off

the

gro

und.

Opp

ortu

niti

es fo

r

youn

g pe

ople

an

d fa

mili

es

to e

xplo

re d

esig

n

wit

h ha

nds-

on

proj

ects

.

Gat

heri

ng

spac

e fo

r ex

hibi

tion

s,

dial

ogue

and

de

cisi

on-

mak

ing

abou

t cr

itic

al

built

en

viro

nmen

t is

sues

.

See

d m

oney

to

supp

ort

in

nova

tion

in

civi

c an

d de

sign

ed

ucat

ion

pr

ojec

ts

prop

osed

by

com

mun

ity

or

gani

zati

ons,

te

ache

rs a

nd

emer

ging

des

ign

pr

ofes

sion

als.

Sup

port

for

the

an

nual

Com

mon

B

osto

n fe

stiv

al

cele

brat

ing

all

that

goo

d de

sign

fr

om t

he p

ast

an

d pr

esen

t

does

for

Bos

ton’

s

neig

hbor

hood

s.

TH

E FO

UN

DAT

ION

TO

DAY

Add

itio

nal l

angu

age

VIS

ION

The

BS

A F

ound

atio

n is

ded

icat

ed to

bui

ldin

g a

bett

er

Bos

ton

by b

ridg

ing

wor

k do

ne in

the

arc

hite

ctur

al p

rofe

ssio

ns

wit

h pu

blic

pro

gram

s, e

vent

s an

d su

ppor

t th

at s

tren

gthe

ns

civi

c ag

enda

s ca

lling

for

inno

vati

on a

nd d

esig

n ex

celle

nce

in

our

com

mun

itie

s.

MIS

SIO

N T

he B

SA

Fou

ndat

ions

aim

s to

co

nnec

t pe

ople

acr

oss

the

city

and

regi

on

wit

h op

port

unit

ies

to e

ngag

e in

des

ign

prob

lem

s th

e in

spir

e vi

sion

and

pro

voke

ch

ange

.

PEO

PLE

&

AC

TIV

ITIE

S

The

BS

A F

ound

atio

n pr

ovid

es:

40

P

RO

VO

KE

C

HA

NG

E Em

pow

er, A

dvoc

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odel

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artn

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Ed

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form

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WH

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rogr

amm

atic

Fra

mew

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The

Fou

ndat

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has

thre

e co

re g

oals

.

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PR

OV

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NG

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r pe

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w

ho w

ork,

pla

y, li

ve a

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arn

in g

reat

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ton—

by e

mpo

wer

ing

them

, adv

ocat

ing

for

them

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off

erin

g le

ader

ship

.

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ENG

AG

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OM

MU

NIT

Y t

hrou

gh

conv

enin

g an

d co

nnec

ting

, fac

ilita

ting

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alog

ue a

nd p

artn

ersh

ips.

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INS

PIR

E V

ISIO

N t

hrou

gh

educ

atio

n, in

form

atio

n,

expo

sure

and

exp

erie

nce.

T

his

crea

tes

a fo

unda

tion

fo

r al

l our

wor

k.

41

WH

AT d

o w

e do

? P

rogr

amm

atic

Fra

mew

ork

P

RO

VO

KE

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GE

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wer

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xpos

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vene

, Con

nect

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tner

, Dia

logu

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The

Fou

ndat

ion

has

thre

e co

re g

oals

.

42

WH

AT d

o w

e do

? P

rogr

amm

atic

Fra

mew

ork

P

RO

VO

KE

CH

AN

GE

Empo

wer

, Adv

ocat

e,

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ead

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ate,

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rm, E

xpos

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OM

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vene

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nect

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tner

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logu

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ndat

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oals

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Fam

ily D

esig

n D

ays

East

Bos

ton

Res

ilien

cy

Film

S

cree

ning

A F

ound

atio

n pr

ogra

m

mig

ht d

eliv

er

on o

ne g

oal

or a

ll th

ree.

43

WH

AT d

o w

e do

? P

rogr

amm

atic

Fra

mew

ork

ENG

AG

E

CO

MM

UN

ITY

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vene

, Con

nect

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artn

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IRE

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SIO

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ate,

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rm,

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se

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OVO

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GE

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wer

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ocat

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el, L

ead

The

Fou

ndat

ion

has

thre

e co

re g

oals

.

44

BS

A &

TH

E FO

UN

DAT

ION

Rel

atio

nshi

p m

odel

s

Mod

el A

Mod

el B

Mod

el D

Mod

el C

45

OR

IGIN

AL

ME

ET

ING

D

OC

UM

EN

TAT

ION

46

ST

RAT

EGIC

TA

SK

FO

RC

E 5/

19/1

6

47

ST

RAT

EGIC

TA

SK

FO

RC

E 5/

19/1

6

48

ST

RAT

EGIC

TA

SK

FO

RC

E 5/

19/1

6

49

ST

RAT

EGIC

TA

SK

FO

RC

E 5/

19/1

6

Diff

eren

t le

vels

of d

etai

l for

diff

eren

t au

dien

ces

Art

icul

ate

the

idea

l end

poi

nt fi

rst

50

Wha

t ne

ed o

r op

port

unit

y do

es t

he B

SA

Fo

unda

tion

exi

st to

reso

lve?

ST

RAT

EGIC

TA

SK

FO

RC

E 6

/7/1

6

Who

is a

ffec

ted

by t

he p

robl

em a

nd h

ow?

51

If w

e w

ere

succ

essf

ul, w

hat

impa

ct w

ould

we

have

rega

rdin

g th

ese

prob

lem

s?

ST

RAT

EGIC

TA

SK

FO

RC

E 6

/7 &

6/1

4/1

6

52

Sta

keho

lder

s: W

ho/w

here

do

we

need

info

rmat

ion

from

? S

TR

ATEG

IC T

AS

K F

OR

CE

6/7

/16

53

Key

Issu

es

ST

RAT

EGIC

TA

SK

FO

RC

E 6

/14

/16

U

rgen

t N

eeds

54

ST

RAT

EGIC

TA

SK

FO

RC

E 6

/14

/16

Not

e: U

mbr

ella

dia

gram

not

pho

togr

aphe

d

55

STA

FF M

EET

ING

6/1

3/16

56

STA

FF M

EET

ING

6/1

3/16

To: BSA Foundation Trustees From: Mike Davis FAIA, Chair ... · Date: July 13, 2016 General The BSA...

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Transcript of To: BSA Foundation Trustees From: Mike Davis FAIA, Chair ... · Date: July 13, 2016 General The BSA...