Business Planning & Management

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Please enter your first and last name.
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Botanic Garden/Arboretum/Institution
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Garden/Arboretum/Institution Address
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Garden/Arboretum/Institution City
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Garden/Arboretum/Institution State
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Garden/Arboretum/Institution Zip Code
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GOAL 1: Implement plans and policies to integrate sustainability into financial planning, investments (i.e. socially responsible investment options), employee saving plans (401k), and business management decisions.
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KPI 1a: Garden commits to divestment from fossil fuel dependent services, practices, and activities.* This field is required.
Garden divests from coal, oil, and gas including non-gas fueled equipment and transportation on site and invests in products, services, and equipment that are fossil free.
Garden relies more heavily on renewable energy, investing in, for example, solar panels or a green energy purchase option from a utility company.
Garden no longer sponsors, partners, or spends any of its budget on companies listed on the 200 largest holders of fossil fuel reserves, which is updated and maintained by: http://fossilfreeindexes.com/research/the-carbon-underground/
Garden divested from the Macroclimate 50 - the top 50 companies that own coal-fired power plants. The data for this list is compiled by the Global Energy Observatory, and the list is maintained by Macroclimate®.
Garden banking/credit cards are not associated with conventional mega-banks that invest in fossil fuels.
Garden invests in a green loan program to borrow the entire cost of a project upfront and pay it back on environmental cost savings over a specified amount of years.
Garden divests from unsustainable and harmful livestock and agricultural production practices/companies that supply food served on-site and/or has contractual agreement with outside vendor(s) for sustainable food supply chain.
None of the above.
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KPI 1a: Upload any relevant documents for answer(s) selected above. The Association will review these to determine if Standard of Excellence is met for this KPI.
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KPI 1a: Share any relevant links regarding the above selected answer(s):
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KPI 1b: Garden RFPs/contracts are sent to Minority Business Enterprises (MBE) and Women-Owned Business Enterprises (WBE) to diversify portfolio and offer equal economic opportunities. “Certified Minority Business Enterprise” (“MBE”) and “Certified Women’s Business Enterprise: (“WBE”) means a person or entity granted Certification as a MBE or WBE by the city or other recognized certification agencies approved by the Garden. Please see the Chicago Botanic Garden Supplier Diversity Policy for an example: https://www.publicgardens.org/resources/chicago-botanic-garden-supplier-diversity-policy* This field is required.
RFPs/contracts include at least 10% MBE and WBE.
RFPs/contracts include at least 20% MBE and WBE.
RFPs/contracts include at least 30% MBE and WBE.
RFPs/contracts include at least 40% or more MBE and WBE.
Garden has no RFPs/contracts with MBE and WBE.
Unknown/Garden does not track this.
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KPI 1b: Upload any relevant documents for answer(s) selected above. The Association will review these to determine if Standard of Excellence is met for this KPI.
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KPI 1b: Share any relevant links regarding the above selected answer(s):
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KPI 1c: Garden's board of directors/trustees support sustainability initiatives. Examples: 1) Garden board of directors/trustees contribute financially to sustainability projects/programs, 2) Garden board of directors/trustees cultivate and solicit donors for the purposes of sustainability projects/programs, 3) Garden board of directors/trustees use their personal networks and influence to provide/connect garden to resources and peers for sustainability initiatives.* This field is required.
Garden board of directors/trustees are consistently supportive of sustainability projects/programs.
Garden board of directors/trustees are supportive of sustainability projects/programs on an ad hoc basis.
Some garden board of directors/trustees are supportive of sustainability projects/programs.
Garden board of directors/trustees have not been supportive of sustainability projects/programs.
N/A
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KPI 1c: Upload any relevant documents for answer(s) selected above. The Association will review these to determine if Standard of Excellence is met for this KPI.
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KPI 1c: Share any relevant links regarding the above selected answer(s):
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GOAL 2: Address both short-term and long-term sustainability within funding sources.
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KPI 2a: Garden develops multiple sources and objectives to fund sustainability focused programmatic and operational needs.* This field is required.
Grant sources (foundations, government agencies).
City/government funding.
Private donations.
Sponsors/corporate partners.
Garden financial plans outline separate objectives for sustainability focused operations, earned revenue, development (unearned revenue), and capital.
None of the above.
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KPI 2a: Upload any relevant documents for answer(s) selected above. The Association will review these to determine if Standard of Excellence is met for this KPI.
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KPI 2a: Share any relevant links regarding the above selected answer(s):
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GOAL 3: Garden commits to triple bottom line as a standard for measuring, reporting, and evaluating financial and business management decisions.
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KPI 3a: Garden performs internally or utilizes an external resource to perform a cost-benefit analysis and ROI (Return on Investment) using the triple bottom line concept for internal operations and business management decisions factoring in externalities. In economics, an externality is the cost or benefit that affects a party who did not choose to incur that cost or benefit.* This field is required.
Products/materials from local/regional sources (office supplies, equipment, etc.).
Food supply chain for food services (cafes/restaurants) (if applicable)
Future plans for new and old green infrastructure/features. (consideration of lifecycle).
Program/project related investments (internal & external).
Employee benefits.
New hires, creating a more diverse workforce
Insurance (collections, buildings).
Planned expansion plans for acquiring land or off-site facilities/infrastructure (renting or buying).
Operations and construction costs (equipment, vehicles, maintenance).
Number/acres of garden areas and acres of natural lands/reserves.
Partnerships with external institutions (local businesses, NPOs, NGOs, government agencies).
None of the above.
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KPI 3a: Upload any relevant documents for answer(s) selected above. The Association will review these to determine if Standard of Excellence is met for this KPI.
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KPI 3a: Share any relevant links regarding the above selected answer(s):
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KPI 3b: Garden standardizes project/program budget request template for entire workforce to include environmental and social components factored into overall cost (including KPIs and hidden costs). Hidden costs: Expenses that are not normally included in the purchase price for a piece of equipment or machine (e.g. maintenance, supplies, training, support and upgrades).* This field is required.
Yes
Garden plans to in the next year.
No
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KPI 3b: Upload any relevant documents for answer(s) selected above. The Association will review these to determine if Standard of Excellence is met for this KPI.
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KPI 3b: Share any relevant links regarding the above selected answer(s):
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KPI 3c: Garden uses the triple bottom line framework when deciding on discontinuing or agreeing to new long-term and finite project/program investments. See Matthaei Botanical Gardens & Nichols Arboretum Prioritization Rubric: https://www.publicgardens.org/resources/matthaei-botanical-gardens-nichols-arboretum-collection-prioritization-rubric* This field is required.
Garden prioritizes and categorizes allocation of financial resources for new projects/programs based on mission and current strategic plan priorities.
Garden regularly reviews and tracks money allocated to programmatic focuses on site and off site and by department.
Garden analyzes membership demographics and attendance for programs, classes, events, and membership to inform future programs and development decisions.
Garden reports progress on program/project related investments including budget, time from staff and volunteers, and number of participants along with associated impacts.
None of the above.
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KPI 3c: Upload any relevant documents for answer(s) selected above. The Association will review these to determine if Standard of Excellence is met for this KPI.
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KPI 3c: Share any relevant links regarding the above selected answer(s):
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KPI 3d: Garden tracks and evaluates social and financial viability of different membership types and fee-based events, programs/projects, classes.* This field is required.
Participants in events and programming (fee-based and free) per year.
Financial comparison of membership types paying fees at gate entrance (Family/Individual Memberships, Students, Non-members).
Visitation numbers and demographics when there is no gate.
Visitation numbers and demographics when there is no fee at gate for holidays/special events.
None of the above.
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KPI 3d: Upload any relevant documents for answer(s) selected above. The Association will review these to determine if Standard of Excellence is met for this KPI.
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KPI 3d: Share any relevant links regarding the above selected answer(s):
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KPI 3e: Garden uses social and environmental business performance assessment tools.* This field is required.
B Impact Assessment (BIA).
Association Benchmarking platforms (Compensation and Benefits, Garden Benchmarking, Conservation of Biodiversity Benchmarking).
Lifecycle Cost Analysis.
STAR Community Rating System.
IMPLAN.
EPA Energy Star & WaterSense.
The Triple Bottom Line (TBL) Tool.
Global Reporting Initiative (GRI).
None of the above.
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KPI 3e: Upload any relevant documents for answer(s) selected above. The Association will review these to determine if Standard of Excellence is met for this KPI.
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KPI 3e: Share any relevant links regarding the above selected answer(s):
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KPI 3f: Garden plant procurement/collections contract/policy with other countries, regions, or external sources specifies ethical and transparent process for acquiring plant collections/genetic material including research accreditation, provenance, distribution rights, and commercialization.* This field is required.
Garden understands that their are laws and ethical considerations and conservation staff have complied and been transparent about their practices.
Garden is not always transparent about their plant procurement practices.
This does not apply to garden as all plant collections/genetic material are sourced internally.
None of the above.
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KPI 3f: Upload any relevant documents for answer(s) selected above. The Association will review these to determine if Standard of Excellence is met for this KPI.
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KPI 3f: Share any relevant links regarding the above selected answer(s):
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KPI 3g: Garden is transparent with its business operations and management practices and partnerships.* This field is required.
Garden shares publicly yearly financial/membership reports with stakeholders to prevent fraud and to share and ensure adherence to mission, values, and policies.
Garden has an advocacy policy that clearly states how it makes decisions to support specific external issues.
Garden business plan is reviewed and updated yearly.
Garden determines if partners, donors, sponsors, or investors meet certain standards of transparency, accountability, and performance that align with mission, values, and goals (donor solicitation policy).
Garden invests in sustainable certification programs, chains, and products such as wood products that are labeled FSC certified or cafe/restaurants are Green Restaurant Association Certified.
None of the above.
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KPI 3g: Upload any relevant documents for answer(s) selected above. The Association will review these to determine if Standard of Excellence is met for this KPI.
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KPI 3g: Share any relevant links regarding the above selected answer(s):
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