2019 Annu nnual Sta State Cong ngre ress The Retu turne ned a - - PowerPoint PPT Presentation

2019 Annu nnual Sta State Cong ngre ress

The Retu turne ned a and nd Services L League ue o

• f Aus

ustralia (New Sout uth W Wales B Branc nch)

Albury E y Ente terta tainm nment C nt Centre Su Sunda day 2 27 – Wednesday 30 O 30 Oct ctober 20 2019

Where re to now?

• What is our current situation?
• Let’s look at some facts

What is the RSL? Membership Charity Other Considerations?

• Is the ‘destination’ right? The

vision?

• Do we know how to reach the

‘destination?’

• I need your help!

We ne need a a pl plan

(Recap) ap)

• Provide clear direction to achieve a

sustainable and proud future

• We have a start, but much more needs

to be done and critically, members need to be on board, and it must be resourced

• Clear and measurable objectives to be

met, by when (e.g. increase membership by X by Y time) so XXXX

• utcome can be achieved

Our current Mission and Vision (Website)

Missio sion: Respecting, supporting and remembering our veterans and their families. Visio ion: To be recognised and respected as the pre-eminent association within the Defence Family in New South Wales*

Remember the past, honour veterans and their families and provide camaraderie opportunities

Champi pion rem emem embrance a and camarade derie Meet eet t the h e hea ealth, wellbeing a and s support need eeds of vet eter erans a and their ir f families Be e the v e voice e for veterans a s and t their families Gov

• vern r

respon

• nsibly t

to

• fulfil o

l our c charitable le pu purpo pose

Understand evolving areas

• f need, provide services

and find ways to engage RSL NSW advocates for and represents veterans and their families Building trust through transparency and sound management

Actions

‒ Be representative ‒ Stay true to core values ‒ Support camaraderie ‒ Build new ways to engage ‒ Foster respect and receptivity

Focus

‒ Develop and deliver services appropriate for all veterans and their families ‒ Measure outcomes ‒ Provide support for regional NSW ‒ Work with ESOs, government and community organisations ‒ Influence policy ‒ Advocate for veterans and their families ‒ Build & foster government relationships and partnerships ‒ Promote positive image and brand ‒ Restore fundraising ‒ Manage finances sustainably ‒ Provide open communication ‒ Embed strong governance ‒ Continue constitutional reform ‒ Embed skills-based board ‒ Ensure Accountability

Respe specting, su suppo pporting and nd rememberi ring ou

• ur v

vetera rans a and t the heir fa r families

Strat ategy p pillar lars Purpos

• se

Strat trategic ic Pl Plan an 2020-2022* (Recap) ?? ?? $ ID? ID?

Fac acts……..What is t is the the RSL?

……..hi .histor

• ry

Public service scheme NSW veteran's employment scheme Soldier settlement Advocacy and camaraderie

RSL? It’s……………………

ICONIC MEMBERSHIP HISTORIC

But……what do non-members think of RSL?

WE HA HAVE VE AN ICONIC AND HI HISTORIC P POSITION and PURPOSE BUT TH UT THIS I IS NOT T WHAT TH T THE GENERA RAL P PUBLIC TH THINK

Source: Qualitative Research n=46 Gen X,Y,Z non-members

Survey results (people aged between 23-50): What does the RSL mean to you?

• 1. Clubs and pokies
• 2. Old people
• 3. Veterans and ANZAC Day
• 4. Cheap beer
• 5. Cheap food

Conclusion – what is the RSL?

It’s not well understood, and the general image is not what the RSL does or stands for

“I’m trying to tell our people that we are very much in a numbers game and unless the numbers remain high, politicians will not take much notice.” National Secretary, 1975 A proposed strategy……….. “Let us die out with dignity.”

William Hall, 1977

What are we going to do?

1975 Congress

“(We m must) t) … …..get s t started ed w without d t delay on substa tanti tial pla lans s for s r subm bmiss ssion t to a all m ll membe bers, s, to e ensure re the con continuance of t

• f the

he RS RSL f for

• r a

all pos

• ssible time, as an

effective benefic icial an and in influentia ial au authorit ity f for e ex-se servi vice and nd s serving m men a n and nd w women a and nd g good l living and nd Se Security in in Australia ia.”

What is the RSL, and what does it stand for?

Veterans support? How do we position

• urselves?

Is the vision right?

Quote……

Facts……. s…….Mem ember ersh ship

20

What are your top three concerns about RSL NSW for the future?

60% 36% 35% 34% 27% 20% 19% 19% 17% 9% 6% 5% 5% 10 20 30 40 50 60

Financial ial sustain ainab abil ility Corru rruption Ageing ng membershi hip Governa nanc nce Qual alit ity o

• f

servic ices provid ided Brand d /Reputat atio ion La Lack o

• f

re releva vance Resi sist stance to c chang nge Lack o

• f clar

arit ity aro round s stra rategy La Lack o

• f

div iversit ity o

• f

membershi hip La Lack o

• f

famil ily inclusio ion Exclu lusivi vity Other (please specify)

Num umber o

• f

Responses: 1, 1,702 702 Top 5

• p 5 respon
• nses

RSL SL NSW 2017 Membersh ship S Survey

AGEING M MEMEBERSHI HIP W WAS THE HE MAIN IN S STATED CONCERN IN 2017 M MEMBERSHI HIP S SURVE VEY

Source: SVA Board Approved Strategy

RSL NSW Potential Membership

28% O OF CONTEMPORARY V VETERANS JOIN AN E ESO ( (SOURCE T TRANSITION TASKFORCE, DOD & & DVA) BASED O D ON STATE P POPULATION THIS I INDICATES 5 500-600 V VETERANS I IN NSW A W ARE J JOINING E ESOs A ANNUALLY

Other ESO Choices

Percentage of E ESOs by State a and T Territory

Source: ASPEN Foundation Report 2015

THERE A ARE OVER 2,78 2,780 ESO IN IN AUSTRALIA, 28% 28% IN IN NSW W WHIC ICH IN INCLUDES R RSL S L SUB-BRAN ANCHES 420 E ESO SOs NO NOT P PART O OF RSL SL NS NSW W – ALSO O THER ERE E TO H HEL ELP V VET ETER ERANS AND F FAMILIES ES

Source: ASPEN Foundation Report 2015

HALF OF ESOs W WILL SEE A A DE DECL CLINE IN VOLUNTEERS NON-ME MEMBER B BASE SED VSO SOs G s GROWI WING

Understanding the other ESOs

24

What are your top three concerns about RSL NSW for the future?

60% 36% 35% 34% 27% 20% 19% 19% 17% 9% 6% 5% 5% 10 20 30 40 50 60

Financial ial sustain ainab abil ility Corru rruption Ageing ng membershi hip Governa nanc nce Qual alit ity o

• f

servic ices provid ided Brand d /Reputat atio ion La Lack o

• f

re releva vance Resi sist stance to c chang nge Lack o

• f clar

arit ity aro round s stra rategy La Lack o

• f

div iversit ity o

• f

membershi hip La Lack o

• f

famil ily inclusio ion Exclu lusivi vity Other (please specify)

Num umber o

• f

Responses: 1, 1,702 702 Top 5

• p 5 respon
• nses

RSL SL NSW 2017 Membersh ship S Survey

AGEING M MEMEBERSHI HIP C CONCERN MEANS RELEVANCE NEEDS T TO ALSO BE A CONCERN

Source: SVA Board Approved Strategy

RSL NSW Total Membership Profile (All Member Types)

BOOM OOMER AND BUILDER GEN ENER ERATION ONS ACCOU OUNT F FOR OR 89% 89% OF OF MEM EMBERSHIP ONLY 3,100 CONTEM EMPORARY Y MEMBER ERS

89% 7% 3% 1%

Builder/Boomer (55+) Gen X (40-54) Gen Y (25-39) Gen Z (4-24)

Source: Member CMS

RSL NSW Total Membership Churn - (Loss)/Gain

MEMBE BERSHIP C CHURN I IS AVERAGING 1 G 1.6K M MEMBE BERS P PER Y YEAR

Source: Member CMS

Service Membership Age Compared to Australian Male Average Life Expectancy

• 32% of

f cu current S Service M Members ( (6,600) a are o

• ver

Austr tralian M Male, e, a aver erage l life e e expec ecta tancy a age. e.

• 6% of

f cu current Service M Members a are m more t tha han 1 10 yea ears o

• ver

er A Austr tralian M Male, e, a aver erage l life e e expec ectancy age. e.

• 26% are 0

0-10 year ars s over A Austral alian an M Male, a averag age life e e expec ectancy age. e.

• 29% of

f cu current S Service M Members a are i in the heir 7 70s and w will ll r reach a age of current li life e exp xpectancy within 10 y year ars. s.

• This will le

leave o

• nly

ly 3 39% % of current m members b belo low Austr tralian M Male, e, a aver erage l life e e expec ecta tancy i in 1 10 0 yea ears ti time. e.

Why declining membership? It’s not just RSL But…..

Se Secret Sh Shopper calls to 10 sub-Branches were made to understand the new member sign up experience. Findings were:

Our New Membership Sign Up Experience

Source: Secret Shopper calls by ANZAC House to 10 sub-Branches May 2019

Sub-Branch Quotes

Source: Secret Shopper calls by ANZAC House to 10 sub-Branches May 2019

What other ESOs offer veterans – non-membership?

• Work side by side with those who

serve and protect Australia, and their families, helping them to secure their future.

• Services aim to help individuals

build resilience and create, and expand meaningful connections with family, community and employers.

• Health and wellbeing – Psychology,

social activities and programs, sporting activities and programs and service initiatives.

• Employment – Transition services,

employment support, career development assistance.

• Learning – Education and training

programs, vocational training.

• Participation – Social activities and

programs focused on connections with family, friends and the broader community, volunteering and sports programs.

• Support for current and ex-serving

ADF personnel and their families

• Veterans and Families Counselling
• Australia's leading provider of

high-quality mental health assessment and clinical counselling services for veterans and their families.

• Focused on meeting client needs

through a combination of proven clinical practices and new and emerging evidence-based approaches.

• Mates4Mates supports current

and ex-serving ADF members (and their families) who are wounded, injured or ill as a result of their service

• National and regional support

services include

• Physical Rehabilitation and

Wellbeing Services Psychological Services Employment and Education Support Services Rehabilitation Adventure.

• Social Connection Activities
• Respecting, supporting and

remembering our veterans and their families.

• Camaraderie
• Pension support (some)
• Wellbeing (some)
• Be recognised and respected as

the pre-eminent association within the Defence Family in New South Wales.

But …….DefenceCare Offers

• Work side by side with those who

serve and protect Australia, and their families, helping them to secure their future.

• Services aim to help individuals

build resilience and create, and expand meaningful connections with family, community and employers.

• Health and wellbeing – Psychology,

social activities and programs, sporting activities and programs and service initiatives.

• Employment – Transition services,

employment support, career development assistance.

• Learning – Education and training

programs, vocational training.

• Participation – Social activities and

programs focused on connections with family, friends and the broader community, volunteering and sports programs.

• Support for current and ex-serving

ADF personnel and their families

• Veterans and Families Counselling
• Australia's leading provider of

high-quality mental health assessment and clinical counselling services for veterans and their families.

• Focused on meeting client needs

through a combination of proven clinical practices and new and emerging evidence-based approaches.

• Mates4Mates supports current

and ex-serving ADF members (and their families) who are wounded, injured or ill as a result of their service

• National and regional support

services include

• Physical Rehabilitation and

Wellbeing Services Psychological Services Employment and Education Support Services Rehabilitation Adventure.

• Social Connection Activities
• Help veterans and their families

in times of injury, illness or crisis

• Dedicated to meeting the needs
• f Australian veterans and their

families seeking help with claims, advocacy and well- being.

• An innovative leader in the

Defence community providing professional, client-focused services.

• Core services
• Assistance with

Department of Veterans' Affairs claims

• Advocacy at the Veterans'

Review Board

• Financial assistance
• Counselling/welfare*

RSL NSW and DefenceCare – potential membership?

DEFE FENCECARE OFFE FFER I IS A ATTRA TTRACTING C CONTEMPORARY VETE TERA RANS

Conclusion…….membership?

• Must attract new members – urgently,

so – clear resources/marketing

• Must define what membership is and

provide a state-wide consistent professional joining experience

• Can improved support services lead to

increased membership/volunteers?

Why do we want from new members?

Supporter/ Donor Volunteer ?

FACT………..RSL is a CHARITY

Veteran Charities?

• There are over 57,000 charities in Australia (registered with ACNC)

– a charity for every 421 Australians!

• New South Wales has 20,544 charities
• The ACNC register has 3,474 charities that nominate veterans

and/or their families as a beneficiary

• Ex

Exclud luding ng RSL sub-Branches, that equates to 1,221 veteran charities.

BEIN ING A C CHARIT ITY IS IS A H HIG IGHLY COMPETITIVE A AND REGUL ULATED E ENVIRONMENT

Source: ACNC, ASPEN FOUNDATION REPORT 2015

According to the ACNC…….

“Charities must be for the Public Benefit.” This means resources of the charity must be used for others, for the charitable purpose or ‘objects,’ not members (i.e. people close to the charity.) But….our service members are Veterans too?

Why do we want to be a charity?

? ? ?

WHAT V T VETE TERAN C CAUSE ARE RE WE A ARE RE FUN FUNDRAISING FOR? R?

What is our charitable purpose?

• Assistance to fo

former ADF members and their families

• Health support – physical and mental
• Social disadvantage
• Poverty and homelessness
• Assistance to cur

urrent a and nd f former ADF members and their families

• Assistance with claims and pensions
• Assistance with transition to civilian life
• Commemoration
• Reduce risk of social issues through the

provision of camaraderie

• Doing all things possible to achieving purpose of

helping veterans and their families

TRA TRANSITION SERVICES I IS A CURRE RRENT UN UNMET NEED PREDICTED ED DECLINE I E IN VOLUNTEER EER P PENSION S SUPPORT – WILL INCREASE THA HAT N NEED

What Charitable Purpose Need Can RSL Fulfil?

Source: ASPEN Foundation Report 2015

What Charitable Purpose Need Can RSL Fulfil?

Source: ASPEN Foundation Report 2015

THE HERE IS A NEED A AMONG CONTEMPORARY VE VETERA RANS T THA HAT W WE COULD PROVI VIDE

TRA TRANSITION SERVICES I IS A CURRE RRENT UN UNMET NEED PREDICTED ED DECLINE I E IN VOLUNTEER EER P PENSION S SUPPORT – WILL INCREASE THA HAT N NEED

What Charitable Purpose Need Can RSL Fulfil?

Source: ASPEN Foundation Report 2015

DEFE FENCECARE RE SUPPORTING 34% OF F ACTI TIVITY 76% O OF TOTAL R RSL CL CLAIMS ACT CTIVITY, DE DEFENCECA CARE AND D 9 RSL SUB-BR BRANCHES

Source: DVA Period: 01/07/2018 to 30/06/2019

RSL NSW Claims Activity

66% 34%

Other RSL sub-Branches DefenceCare

34% DefenceCare 42% 9 sub-Branches 14% 22 sub-Branches 10% 48 sub-Branches 76% 90%

Recall….RSL NSW and DefenceCare offering

RS RSL DEFE FENCECARE OFF FFER A R ATTR TTRACTING C CONTE TEMPORA RARY VETE TERANS – cou

• uld it d

do

• mor
• re???

???

Conclusion…….charity?

• We must convert our objects into

actions

• Consider our values to be a

charity – with single ‘brand’ experience – in every location

• Collaborate to deliver quality

veterans support experience and products

Other considerations….. After a break

Governance

Questions to ask ourselves

• What is our offer to new members?
• Volunteers and/or beneficiaries?
• Compliance – training and accreditation requirements
• Why do we want to be a charity?
• Why do we want to fundraise?
• What is our Purpose?

Questions to ask ourselves

• Alternative vision? Your thoughts?
• Values?
• Collaboration/Teamwork
• Courage
• Respect
• Service/Transparency
• Volunteer members supported by full-time professional cadre
• Delivering consistent quality services..e.g.
• Camaraderie

Where t to N Now? w? (Recap ap)

# Acti tion Statu tus 1 Strategic pillars, focus and actions (member’s initial input) complete 2 Incorporate RSL NSW Charitable Objects – from the Constitution pending 3 Review Vision – does it fit with Charitable Objects? pending 4 Incorporate approved strategic pillars and actions into distinct Goals pending 5 Develop clearly defined and meas asurab able le objectives to achieve goals pending 6 Clearly describe the outcomes es to be achieved by successful implementation of

• bjectives

pending 7 Develop options on how to organise RSL NSW to implement the objectives pending 8 Seek Board agreement for face to face membership consultation on Draft Pl Plan n including options for implementation. Detail of actions to achieve objectives Pending By Dec Set progress measures and reporting Agree budget to implement

Where t to N Now? w? (Recap ap)

# Acti tion Statu tus 9 Finalise the Plan pending 10 Submit to the Board for approval by y June 20 20 (noting State-Wide) consultation process pending 11 Commence implementation FY 20/21 pending

Feedback and Input Email: StrategicPlan@rslnsw.org.au Portal on website to come

General Questions and Answers