Vibha Q3/Q4 Review & Planning: Financials, Projects, and Volunteer Engagement

1. Vibha Q3/Q4 Quarterly Review and Planning Meeting

2. Q3Unleashing Trapped Profitability

3. Vibha – Q3 Snapshot • Financials – Close to Plan, though a little short • Direct cash flow remains same • Event based cash flow moderate • Activity • Vibha Walk 2003 • Local AC activity picked up, below plan

4. Vibha – Q3 Snapshot • Volunteers – Small Growth • Significant amount of “inbound” volunteering • “Outbound” recruitment low • Patrons • 4% drop in HTG Patrons • Direct to office transactions at same level

5. Vibha – Projects Snapshot • Project Selection/Evaluation • Two US projects evaluated and supported for Walk 2003 • Atlanta Day Shelter • Austin Child Shelter • Two new India projects evaluated and supported • Jan Madhyam • Rajasthan Mahila Kalyan Mandal

6. Vibha – Projects Snapshot • Projects Monitoring • Monitoring organizations short listed • Interview process underway to get Vibha’s first “Fellow” • Half yearly reviews completed for three projects • Project Visits for three projects

7. Vibha – Fundraising, Programs and Products Snapshot • Products • Walk T-Shirt Design/Distribution (Atlanta) • Vibha Cards and Calendars ordered from Concern India Foundation after due diligence • Vibha T-Shirts distributed to some ACs • ADP • Advait Kulkarni (Houston) is the new lead • ADP Back-end streamlining activity

8. Vibha – Fundraising, Programs and Products Snapshot • Event support • Renewed Event Insurance • Reviewed/Approved budgets for various AC events • Walk 2003 • Walks completed in ATL, DFW, BA • ZeeTV advertorial of MPI project (Bay Area) • Walk / Generic Banners • Pledge/Registration support (IT team)

9. Vibha – Administrative Snapshot • Office • Office Move to Bay Area • New Manager, Vibha: Meena Jariwala, meena@vibha.org • Office tasks identified and requirement for a part-time employee defined • Day time support to reduce • Streamlining of accounting processes • Cycle Time Reduction for Seed Money/Reimbursements and Receipting • 75%+ reduction in payroll costs • 80% reduction in infrastructure expenses

10. Vibha – Administrative Snapshot • Support Services • Event Insurance process streamlined (Fundraising Team) • Bank of America National Deposit Account • Specific details/policies/practices to be rolled out in Q4 for impact in 2004 • Expected time savings of five business days per transaction = CTR for receipting, reimbursements • Expected direct cost savings of $10 per transaction • Expected indirect cost savings of one employee work hour per transaction

11. Vibha – Q3 AC Activity Snapshot • Congratulations to the following ACs on renewing local activities: • Michigan • Minnesota • New Jersey • Sacramento

12. Vibha – Q3 AC Activity Snapshot • Vibha Walk 2003 – Atlanta, Bay Area ($18k), Dallas (Austin in Q4) • Cricket – New Jersey (128 players, $3500) • Brunch – Minnesota ($700) • Dandia – BA ($17k and counting), Sacramento, Philadelphia • Concerts – BA (Shakti - $2.6k, Zingaris - $4k) • Cultural Festival – MI ($700) • T-Shirt Sales – NJ (28)

13. Vibha – Q3 AC Activity Snapshot • Booths – BA • Penny Drive – Houston

14. Q4Reviving Patron InterestTo accomplish great things, we must not only act but also dream, not only plan but also believe. - Anatole France

15. Vibha – Q4 Activity Plan • Vibha Walk 2003 – Austin • Dandia – San Francisco • Bowlathon – Minnesota, New Jersey • Children’s Day – Dallas • Concert – Cleveland • Diwali Mela - Sacramento • Vibha Products – ALL ACTION CENTERS!!!

16. Vibha – Q4 Fundraising, Programs & Products Snapshot • Event Support • Vibha Walk 2003 (Austin) • Receipting for Vibha Walk 2003 • Walk and other events closure process documentation • Create/Document Event Finance Process (with office) • Account closure for all events this year (with office) • Evaluation/Plan for Thillana Concert and Heritage India Festival

17. Vibha – Q4 Fundraising, Programs & Products Plan • Products and Programs • HTG-ADP transfer from NJ to Bay Area • Address/Contact update for programs • Products Distribution and Support • Process for Products Accounting • Products Website • Work with office on specific grants/foundations • Auto donation program • Content for “Contribute” section of www.vibha.org

18. Vibha – Q4 Project Support Plan • Finalize 2004 Project Support Budget • Project Funds Disbursal Process • Complete Project Reviews • Setting up Vibha Project Monitoring mechanism / infrastructure • Publish detailed Project Reports, Project Visit Reports, Progress Reports • Evaluating Material Support for Projects • Learning Material for MPI (Bay Area) • Vitamin Supply for Verala (Atlanta)

19. Vibha – Q4 Volunteer Relations Plan • Volunteer Email to commemorate 12th anniversary of 501 (c) (3) status • Oct/Nov Newsletter, Annual Newsletter • National Teams Staffing Plan / Execution for 2004 including website update • Inbound Volunteers – Utilization and Allocation

20. Vibha – Q4 Easy Activity to Renew Patron Interest • Register with local United Way Campaigns • Easy Revenues for Vibha, especially year end tax savings revenues • Booths at Grocery Stores, Restaurants, Events • Renew Vibha visibility to the patron • Print Vibha Brochures / ADP Sign Up sheets and position them at Grocery Store counters, Office/Other Bulletin Boards etc • Increase Patron participation in Vibha Project Funding and benefit from tax savings

21. Vibha - Plan 2004A Brighter Future For ChildrenBefore everything else, getting ready is the secret of success.-Henry Ford

22. Vibha – Plan 2004A Brighter Future For Children • The Elements of Plan 2004 • Project Funding Goals • Project Monitoring Goals • Fundraising Targets • Action Center Growth Targets • Volunteer Growth (Recruitment / Retention) Targets • Marketing Support • IT Support Team Goals / Targets • Administrative Infrastructure • Action Center Goals/Targets Note: This is currently a wish list, actual plan will be defined in Dec’03

23. Vibha – Plan 2004A Brighter Future For Children • The Elements of Plan 2004 • Fundraising Targets • To be reflective of Project Funding Target for 2004, 2005 • To be driven bottom-up from event, program and product goals • Action Center Growth Targets • Internal to Action Centers: Action Centers will have to identify scalable growth opportunities and execute • External to Action Centers: Volunteer Relations Team will have to identify and develop new Action Centers to aid project support goals • Volunteer Growth (Recruitment / Retention) Targets • Action Centers will have to plan and recruit new volunteers to support their goals • Volunteer Relations will have to plan and recruit new volunteers to support national (support) team requirements Note: This is currently a wish list, actual plan will be defined in Dec’03

24. Vibha – Plan 2004A Brighter Future For Children • The Elements of Plan 2004 • Marketing Support • Website Content Development, Brochure Revision to support Inbound Activity • Marketing Collateral, PoP Material to support National and AC Events • Critical Success Factor: Staffing • Action Center Goals/Targets • Action Center Plans to Feed into Fundraising Plans • Walk 2004, Products, HTG-ADP, Local Event Seed Money to be actively supported by Fundraising team • Action Center Volunteer Recruitment Process to be supported by Volunteer Relations Team (infrastructure and capability support) • Volunteer Training Sessions to achieve goals Note: This is currently a wish list, actual plan will be defined in Dec’03

25. Vibha – Plan 2004A Brighter Future For Children • The Elements of Plan 2004 • IT Support Team Goals / Targets • IT Infrastructure to be made user / program friendly • Website to achieve “revenue generator” classification • Website to build Vibha Brand • Administrative Infrastructure • Receipting, seed money transfer, reimbursements to be made patron/volunteer friendly • Registration with Foundations etc to enable regular stream of cash flow Note: This is currently a wish list, actual plan will be defined in Dec’03

26. Vibha – Plan 2004A Brighter Future For Children • Plan 2004 Calendar • High Level Project Support Goals ($$) for 2004, 2005: Projects Team, Nov 5, 2003 (Published to ACC) • High Level Fundraising Goals ($$) for 2004 with basic event support plan, Nov 15, 2003 • Action Centers to come up with individual calendar of events (preliminary) and $$ goals, turn it in to Volunteer Relations, Nov 15, 2003 • Exec Team to work on linking all three individual plans to arrive at a common goal and plan • Exec Team to work on Activity Support Plans (Individual Functional Directors) to ensure Plan Execution, Nov 30, 2003 • Volunteer Relations Team to work with Individual ACs, Exec, Office and other National Teams to Finalize Plan, Dec 25, 2003 • Vibha Plan 2004 Published, Dec 31, 2003 Note: This is the targeted calendar, modifications are possible

27. Vibha • Together let’s ensure: • a brighter future for children