Holly Harlan

Holly Harlan

The Whidbey Institute Integration Circle

Purpose: To integrate perspectives in service to being a Place for those called by the responsibility and transformative potential of these times

  • Strategies Map Keeper

    Purpose:

    Care and guided evolution of the Strategies Map

    Domains:

    • Strategies Map

    Accountabilities:

    • Integrating perspectives from members and contexts to refine and improve the Strategies Map to meet emerging conditions

General

Purpose: To operationalize the work of being a Place for those called by the responsibility and transformative potential of these times.

  • Business Development and Marketing

    Purpose:

    Increase mission aligned earned income

    Accountabilities:

    • Offering new business opportunities to appropriate circles
    • Offering business planning support to other circles including budgeting templates to support go/no go decisions on new business
    • Coordinating periodic business development strategizing meetings with inside and outside sources
    • Vetting long term business impact of strategies
    • Developing marketing plans for Whidbey Institute programming
    • Providing merchandise and merchandising strategies

  • Collaborative Liaison

    for Hedgebrook, Leadership Whidbey, Maxwelton Collaborative

    Purpose:

    Unspecified

    Accountabilities:

    • Attending relevant community meetings
    • Reporting on developments happening in community collaborations
    • Representing Whidbey Institute in community collaborations

  • Community-Supported Retreat Allocation

    Purpose:

    Donor and community-supported retreats are given in the manner that best supports our mission and best supports those most in need of respite.

    Accountabilities:

    • Partnering with agencies and organizations to give away blocks of retreats
    • Communicating with @Fundraising about availability and needs regarding donor-funded retreats
    • Coordinating communication from retreat recipient organizations/agencies to Whidbey Institute @Registrar
    • Sending recipient organization/agency descriptions to @Giving Programs and @External Communications
    • Surveying recipients in collaboration with @Registrar and collating feedback and testimonials

  • Fundraising

    Purpose:

    Developing relationships with and creating opportunities for people and organizations to be inspired to contribute financial resources

    Domains:

    • Donation buttons on all on-line platforms including web site

    Accountabilities:

    • Stewarding long term ongoing donor relationships
    • Raising financial resources to increase access for diverse communities
    • Setting the guidelines for registration donation buttons with input from @Contract Administrator and @Registration Builder
    • Raising financial resources for operations and capital needs based on yearly budget

  • Program Development

    Purpose:

    Sensing, sourcing, and developing purpose-aligned programs

    Accountabilities:

    • Designing and coordinating overall content direction of the Whidbey Institute

Fundraising

Purpose: Developing relationships with and creating opportunities for people and organizations to be inspired to contribute financial resources

  • Foundation Fundraiser

    Purpose:

    Developing relationships with and raising funds from foundations

    Accountabilities:

    • Identifying and developing relationships with foundations
    • Maintaining foundation database
    • Identifying grant opportunities
    • Applying for grants
    • Thanking foundations
    • Reporting for grants awarded

  • Fundraising Strategist

    Purpose:

    Developing fundraising strategies

    Accountabilities:

    • Defining fund readiness of projects
    • Defining fundraising goals
    • Preparing budget for fundraising activities
    • Learning from outside resources to improve the organization's fundraising efforts
    • Designing fundraising strategies that increase access for diverse communities.

  • Giving Programs

    Purpose:

    Designing Giving Opportunities

    Accountabilities:

    • Designing fundraising events and developing work plans
    • Designing letter campaigns and developing work plans
    • Designing online campaigns and developing work plans
    • Designing estate planning giving communications and practices
    • Designing Fund for Preservation of Place endowment
    • Designing and maintaining In-kind giving practices
    • Deciding who writes personal notes on all thank you and appeal letters
    • Promoting monthly giving option
    • Designing donation requests with @External Communications for placement in monthly newsletters and on website

  • Lead Link

    Purpose:

    Developing relationships with and creating opportunities for people and organizations to be inspired to contribute financial resources

    Domains:

    • Role assignments within the Circle

    Accountabilities:

    • Assigning Partners to the Circle’s Roles; monitoring the fit; offering feedback to enhance fit; and re-assigning Roles to other Partners when useful for enhancing fit
    • Allocating the Circle’s resources across its various Projects and/or Roles
    • Establishing priorities and Strategies for the Circle
    • Defining metrics for the circle
    • Structuring the Governance of the Circle to enact its Purpose and Accountabilities
    • Removing constraints within the Circle to the Super-Circle enacting its Purpose and Accountabilities

  • Major Donor Fundraiser

    Purpose:

    Developing relationships with and creating opportunities for major donors to be inspired, involved and contributing financial resources

    Accountabilities:

    • Asking donors to give a gift
    • Identifying, prioritizing and building relationships with Major donors
    • Thanking donors personally
    • Providing notes and contact information updates to Salesforce and pledge tracking document
    • Coordinating major donor site visits
    • Providing major donors an opportunity to develop relationships with each other and offer fundraising circle input and support
    • Identifying responsible major donor fundraiser for each major donor relationship
    • Setting objectives for each major donor relationship
    • Working with @Giving Programs to develop campaigns and strategies
    • Coordinating logistics of donor visits

  • Organizational Fundraiser

    Purpose:

    Raising resources from organizations

    Accountabilities:

    • Asking organizations, businesses, and entities to give donations or in-kind gifts
    • Thanking organizations, businesses, and entities

  • Program Leader and Participant Fundraiser

    Purpose:

    Developing opportunities for program leaders and participants to be inspired to contribute financial resources

    Accountabilities:

    • Asking participants to give a gift
    • Inviting program leaders to share giving opportunities with their participants
    • Thanking program leaders and participant donors personally
    • Providing updates to @Donation Caretaker for maintaining donor database
    • Working with @Giving Programs to develop campaigns and strategies
    • Setting the guidelines for registration donation buttons with input from @Contract Administrator and @Registration Builder

  • Secretary

    Purpose:

    Steward and stabilize the Circle’s formal records and record-keeping process.

    Domains:

    • All constitutionally-required records of the Circle

    Accountabilities:

    • Capturing and publishing the outputs of the Circle’s required meetings, and maintaining a compiled view of the Circle’s current Governance, checklist items, and metrics
    • Interpreting Governance and the Constitution upon request
    • Scheduling the Circle’s required meetings, and notifying all Core Circle Members of scheduled times and locations

  • Visitor Donor Fundraiser

    Purpose:

    Developing giving opportunities for visitors

    Accountabilities:

    • Designing and placing donation boxes onsite in collaboration with @Place
    • Maintaining Kiosk communication to include information on who and how to donate

Program Development

Purpose: Sensing, sourcing, and developing purpose-aligned programs

  • Community Engagement

    Purpose:

    Connect community members and families with our trails, labyrinth and common space activities

    Accountabilities:

    • Curating and scheduling community events in coordination with @Calendar Architect
    • Communicating with other relevant roles to ensure marketing, registration building and monitoring, and financial close
    • Proposing, designing, and implementing community festivals and events on trails, labyrinth, and commons spaces
    • Cohosting non-contract events with community and program partners

  • Lead Link

    Purpose:

    Sensing, sourcing, and developing purpose-aligned programs

    Domains:

    • Role assignments within the Circle

    Accountabilities:

    • Assigning Partners to the Circle’s Roles; monitoring the fit; offering feedback to enhance fit; and re-assigning Roles to other Partners when useful for enhancing fit
    • Allocating the Circle’s resources across its various Projects and/or Roles
    • Establishing priorities and Strategies for the Circle
    • Defining metrics for the circle
    • Structuring the Governance of the Circle to enact its Purpose and Accountabilities
    • Removing constraints within the Circle to the Super-Circle enacting its Purpose and Accountabilities

  • Program Partnerships

    Purpose:

    Developing relationships with program leaders aligned with our mission

    Accountabilities:

    • Learning on the leading edge of this circle's purpose
    • Identifying and inviting program leaders to bring their mission aligned work to the Whidbey Institute
    • Fostering relationships between Program Leaders
    • Convening Program Leaders

  • Secretary

    Purpose:

    Steward and stabilize the Circle’s formal records and record-keeping process.

    Domains:

    • All constitutionally-required records of the Circle

    Accountabilities:

    • Capturing and publishing the outputs of the Circle’s required meetings, and maintaining a compiled view of the Circle’s current Governance, checklist items, and metrics
    • Interpreting Governance and the Constitution upon request
    • Scheduling the Circle’s required meetings, and notifying all Core Circle Members of scheduled times and locations

Hosting & Logistics

Purpose: Creating a hospitable, nourishing, safe, and easy flowing experience for program leaders, participants and visitors

  • COVID Testing & Vaccination Verification

    Purpose:

    Participants and Program Leaders supported with rapid on-site COVID testing, COVID vaccination verification, and/or COVID testing documentation.

    Accountabilities:

    • Supporting program leaders and their participants to complete a rapid COVID test on arrival
    • Checking vaccination record for those vaccinated, or negative COVID test documentation