@Patti Denny
Hi Patti, thank you so much for sharing your thoughts! I completely agree that intentional culture-setting is foundational to achieving strategic goals. Treating every stakeholder as a valued "customer" from board members to volunteers, donors, adopters, and community members creates the kind of trust and engagement that makes adoptions, volunteer retention, and fundraising more successful. I love how you highlighted that it has to be modeled from the top down and reinforced consistently. Pulse checks, volunteer surveys, and other feedback loops are such a smart way to ensure the culture stays healthy and aligned with your mission.
I'd be happy to share a goal-setting template that I use. My approach is designed to be simple and actionable: you start with your mission, set high-level annual goals, and then break them into quarterly, monthly, and weekly actions for your team. It also includes space to track metrics, responsible parties, and timelines, which helps ensure accountability while keeping the focus on the outcomes that matter most for both people and animals.
Below is the template I use, filled in with an example focused on increasing adoptions. If you'd like a version customized to your specific organization or goals, I'm happy to help.
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Tyann Sumpter
Manager of Shelter Support, No Kill South Carolina
Charleston Animal Society
SC
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Original Message:
Sent: 01-26-2026 01:24 PM
From: Patti Denny
Subject: Community Conversations - 01/26/2026 - The Business Behind Lifesaving
@Tyann Sumpter Today's session was so helpful! I believe in being intentional with the goals and strategies we use as an organization to move forward toward success. One of the most foundational ways we can begin this work in opening avenues for all stakeholders (including board members, volunteers, donors, adopters) to participate and provide feedback/input for next steps is creating a shelter CULTURE that is welcoming, appreciative and positive about the work we are doing each day rescuing animals in our community. If our culture could consistently embrace the concept of treating everyone as a valued customer, we could easily reach our goal of increasing adoptions, creating paths of more intentional work on the part of our volunteers so they feel the work they are doing is meaningful, maintain a more positive volunteer culture with improved morale and retention because we are listening to what volunteers have to say and we are open to their ideas for improvement. This would also go miles with donors to improve our relationships and strengthen existing partnerships that would result in more financial resources for our rescue and the animals housed here. From my experience as a school administrator, this has to start with what is being messaged from the top or the shelter board all the way down to the volunteer that runs open house or cleans the kennels. It requires time and very strategic and frequent communication to all stakeholders about how to walk the talk - modeled by each board "leader" first and foremost. It is something that can be built into the mission of the shelter work and put in the plan, but it also needs to be "checked or monitored" to ensure the culture is being nurtured into something positive and meaningful each day. This can be accomplished through simple pulse checks and/or volunteer satisfaction surveys. Feedback is a gift - dreaming big about what we want the experience to be for our fur friends and stakeholders deserves to be captured and worked into the strategic plan annually.
I would LOVE a copy of your plan template to use for our annual shelter plan. Thank you!!
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Patti Denny
BCAR Volunteer
Big Canoe Animal Rescue
Original Message:
Sent: 01-26-2026 12:00 PM
From: Sheila Kouhkan
Subject: Community Conversations - 01/26/2026 - The Business Behind Lifesaving
Thanks to our speaker, @Tyann Sumpter - and everyone who joined us today!
We would love to hear from you in response to today's reflection question: How would your shelter's outcomes change if every adopter, foster, donor, or community member was treated as a valued customer?
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Sheila Kouhkan
Senior Education Specialist
Maddie's Fund
CA
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