Strategic Plan 2026
Core Values
- Lead with trust.
- Build meaningful connections.
- Respect the whole family.
- Stay relevant and member focused.
- Champion the region.
Core Focus
Mission/Purpose: We exist to help family businesses succeed by supporting both the business and the family behind it. Through education, connection, and practical resources, we help them grow, endure, and strengthen their communities.
Vision: To be the region’s most trusted partner for helping family businesses succeed across generations.
Guarantee: We guarantee a trusted and confidential space where you have access to expert-led programming, peer connections, and tailored resources designed to support your unique journey.
We provide the space, tools, and guidance — the rest is up to you.
1-Year-Picture
Future Date: July 1, 2027
Revenue: $565,000
Goals for the Year:
- 261 paying members
- 95% retention rate
- $500,000 in new gifts and commitments
- 90% participation rate
- 10 Export Success participants
- Defined Next Gen engagement strategy
- Healthy and growing affinity groups
- Doing Right Spotlight is recognized as a premier regional event
- Increased student engagement opportunities
- Active and engaged Advisory Board
- Expanded partnerships and collaborations
- Continued implementation of EOS, systems, and documented processes
3-Year-Picture
Future Date: July 2028
Revenue: $650,000
What does it look like?
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- Recognized regionally as the trusted voice for family business.
- Serving 300+ family and privately held businesses across our region.
- Defined signature event that draws 300+ participants annually.
- Growth in endowment and reserves.
- Diversified funding sources beyond membership and sponsorship.
- 75% of multigenerational member companies have active peer group involvement.
- Endowment growth supports 1-2 new initiatives per year.
- High-performing team with defined structure and clear roles.
- CRM supports smarter communication and better member tracking.
10-Year Target
Future Date: July 1, 2035
Revenue: $800,000
By 2035, the ÃÛÌÒ´«Ã½ Family Business Center will serve 500 family- and privately held businesses across a broader regional footprint. Nearly all multi-generational member companies will have at least one participant engaged in an affinity group. We will be the region’s go-to source for trusted content, referrals, and family business expertise. We will actively partner with community and civic organizations to advance success. Financial independence will be sustained by strong membership and sponsorship, and we will be recognized as a vital University partner and a trusted resource for family business success.
Quarterly Rocks
Future Date: October 1, 2026
Non-endowed Revenue: $110,000
- Complete FY27 membership renewals and achieve 90% of membership revenue invoiced and collected by September 30 (Steve)
- Develop and implement a member engagement strategy, including outreach plans for at-risk members, new member onboarding, and increased touchpoints with existing members. (Steve)
- 12 new members (Steve)
- Assess affinity group participation and capacity, identifying opportunities for growth, waitlist management Ìý(Eva)
- Launch a more intentional storytelling and visibility strategy, including increased LinkedIn activity, member spotlights, and promotion of Center impact. (Megan)
- Identify and prioritize strategic community relationships and partnership opportunities that align with Center initiatives and elevate our visibility. (Angie)
- Establish FY27 fundraising priorities, identify top philanthropic prospects, and develop cultivation plans for targeted gifts and sponsorships. (Angie)
- Advance discussions with potential community partners, including collaborative opportunities that align with Center priorities. (Angie)
- Develop content for annual report (Angie)
- Layout annual report (Megan)
- Make an event plan for rest of fall and beginning of spring (Megan)