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MAKING WAVES LONDON

Hayden Bielawski wrote this case under the supervision of Professor John Haywood-Farmer solely to provide material for class discussion. The authors do not intend to illustrate either effective or ineffective handling of a managerial situation. The authors might have disguised certain names and other identifying information to protect confidentiality.

Richard Ivey School of Business Foundation prohibits any form of reproduction, storage or transmittal of this material without its written permission. Reproduction of this material is not covered under authorization by any reproduction rights organization. To order copies or request permission to reproduce materials, contact Ivey Publishing, Richard Ivey School of Business Foundation, c/o Richard Ivey School of Business, The University of Western Ontario, London, Ontario, Canada, N6A 3K7; phone (519) 661-3208; fax (519) 661-3882; e-mail cases@ivey.uwo.ca.

Copyright © 2012, Richard Ivey School of Business Foundation Version: 2012-01-26

In late March 2011, Brianna Murphy was in the final stages of her year as vice-president internal for Making Waves London (MWL) at The University of Western Ontario in London, Ontario. Although she was looking forward to finishing her exams and enjoying her summer, Murphy realized she had a major task in front of her. She had been elected president of MWL for the 2011-12 year, and, after spending two years with the organization, she knew that changes were needed. MWL had grown in recent years and faced a multitude of service issues, from capacity to quality. Murphy wondered whether she was truly prepared to be MWL’s president. Would she be able to address the issues in front of her?

MAKING WAVES1

In 2002, two students at The University of Western Ontario (UWO) founded London Blind Swim. Using student volunteer instructors, London Blind Swim initially taught the fundamentals of swimming and water safety to children with visual impairment. The program grew, expanding from fewer than 20 participants in 2002-03 to almost 80 by 2010-11, largely by broadening its activities to include children with a variety of disabilities, including autism spectrum disorder, Down syndrome and epilepsy. To reflect this shift in clientele, in September 2010, London Blind Swim joined Making Waves Canada and changed its name to Making Waves London.

Started in 2004 by a group of McGill University students, Making Waves Montreal was the flagship Making Waves chapter. The connection with London Blind Swim was evident from the very beginning, as Making Waves Montreal based its program on London Blind Swim. Originally catering to children with visual impairment, Making Waves Montreal evolved to include children with a wide variety of special needs. After operating and growing for five years, Making Waves Montreal decided to expand the concept across Canada under a new umbrella organization, Making Waves Canada. Subsequently, Making Waves opened chapters in Hamilton, Ontario; Halifax, Nova Scotia; Ottawa, Ontario; St.

1 Much of the information in this section originated in the websites of Making Waves Canada (www.makingwavescanada.org) and Making Waves London (www.makingwaveslondon.org), both accessed in March 2011. For more information, refer to these sites.

Catharines, Ontario; and Kelowna, British Columbia. The organization planned further expansion to the Ontario cities of Kingston, Toronto and Guelph; Calgary, Alberta; Vancouver, British Columbia; Winnipeg, Manitoba; and Saint John, New Brunswick.

Making Waves Canada’s stated mission was to “provide the organizational and logistical support necessary to facilitate the opening and operation of Making Waves programs across Canada. Making Waves chapters provide affordable and accessible one-on-one swimming instruction to children with special needs.” Through the dedication of its volunteers, Making Waves Canada had worked to help hundreds of children across Canada. The organization was operated by a board of directors representing each of its chapters. At its monthly meetings, the board of directors discussed the state of each existing chapter and looked for ways to expand the program. In early 2011, Making Waves Canada began an initiative to send volunteers to North Africa in order to bring the Making Waves concept to the developing world.

Making Waves was created in response to the growing need for affordable, adaptive aquatic programs across Canada. A 2002 study found drowning was the second-leading cause of injury-related death in children, despite a significant increase in general swimming proficiency in North America. A separate study found that, compared to the general public, children with disabilities were 10 times more likely to suffer from a submersion injury.

Although a large portion of the general public had been exposed to water safety education, children with special needs had been left behind. The common swimming lesson format of relatively affordable group lessons was not suited to children with disabilities because of the challenges of working with children with special needs. Children with disabilities often had shorter attention spans, many were non-verbal, and many required personalized supervision with individually adapted teaching methods. Public-pool swimming programs had not addressed these issues, making it incredibly difficult for families with special-needs children to find appropriate swimming instruction.

Furthermore, a survey found that 26 per cent of children with special needs lived in families below the low-income cut-off. Faced with the costs of caring for children with disabilities, many families simply could not afford the price of swimming lessons. For example, a set of nine group lessons at a local municipal pool might cost $95, whereas nine private lessons at the same pool might cost $360. Making Waves stepped in to provide an affordable solution.

INSTRUCTORS

Recruitment

MWL was a club sanctioned by the UWO University Student’s Council. Exhibit 1 shows the job descriptions of the club’s executives. MWL recruited members from the university student population of some 35,000 individuals.2 The formal recruiting process was done during Clubs Week, when any UWO student club could set up a booth in the University Community Centre (UCC) to communicate club purposes and attract members. With almost 200 clubs present during Clubs Week, competition for members was fierce. MWL was just one of a number of socially conscious student clubs, such as the Abolition of Human Trafficking, the Alzheimer’s Society, and the Cancer Awareness Society, all competing for members and, more importantly, for ongoing support. Using a simple hand-drawn poster in a one-metre-wide booth, MWL attempted to attract members.

2 This number includes full- and part-time undergraduates and graduate students in UWO’s main campus and in three affiliated university colleges who are able to participate in university club activities. The number is approximate.

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When a student showed interest in the program, the MWL executive operating the booth provided a brief explanation of the program, outlining the program’s objectives and the lesson structure. Individuals who showed interest in joining the organization were asked to complete a questionnaire that collected personal information and details of the applicant’s swimming experience. Exhibit 2 shows the questionnaire. Once the questionnaire was completed, registration was finalized when the new member paid the $5 membership fee. For insurance requirements and because MWL granted certificates, it was mandatory that instructors have a current National Lifesaving Society (NLS) lifeguard certificate or be close to achieving this qualification. Effectively, there was no role in the club for unqualified members. Potential instructors who were in the process of attaining their qualifications were asked to contact the club once they had become certified.

In addition to recruitment during Clubs Week, MWL relied heavily on word-of-mouth advertising to attract members. The executive team and existing club members were asked to tell their friends about the program to try to increase the instructor base. A Facebook group helped to promote the club; although this group was exclusive to club members, members could invite their friends to join. Word-of-mouth recruitment was a vital aspect of the program; instructors who were referred to the program often became MWL’s most passionate and most qualified instructors. In the fall of 2010, a total of 86 members signed up.

Orientation

Once recruited, MWL oriented its new members (instructors) at an event held in late September. The purpose of this event was to introduce the MWL executive team to instructors while providing an in-depth explanation of the program, including the disabilities MWL clients suffered from and the lesson schedule. Instructors had an opportunity to ask questions and communicate any concerns they had about the program. Also, instructors were able to amend their profiles by, for example, adding any supplementary experience they might have forgotten to include when they joined the organization. At the end of the orientation, the executive team let the new volunteers know that instructor selection would be completed and communicated within a few days.

Selection

At this point in the year, instructor interest was usually high, with many more instructors than registered participants. In 2010-11, the club started with 98 members; throughout the year others also joined. The executive team met immediately after the orientation event to rank the recruits as full-time instructors for the upcoming year, based on the members’ profiles into three categories: yes, maybe and no. In 2010-11, the club needed 35 instructors for the fall term and 37 for the spring term (the “yes” group). The club changed five instructors for the spring term to give some members an opportunity to teach full time. Those qualified members who were not chosen as full-time instructors automatically became part of the substitute instructor list (the “maybe” group). Those in the “no” group were essentially admission errors, as they were not qualified to participate. An ideal instructor had strong swimming skills, teaching experience and experience working with children and/or individuals with special needs. The instructors were matched with registered participants and individuals who were not selected as full-time instructors are added to the substitution list. Murphy was responsible for informing the instructors about the selections. When instructors were told that they had been assigned a role as a full time instructor, they were also given a summary of their child’s disability(ies) and swimming history and encouraged to do

some research on the disability(ies) and come to the training session with any questions or concerns they might have.

Training

Because the program worked with children who had unique and challenging needs, effective training was essential to MWL’s success. MWL’s training program was organized by Diane Tisdall, vice-president programming, and was divided into two training seminars. The first, attended by all instructors, consisted of an in-class session (October 8 in 2010) that provided background on a variety of disabilities and offered techniques on how to instruct children with special needs. Each instructor received training on the entire spectrum of disabilities to which MWL catered, thus ensuring that instructors were adequately prepared for instruction. Instructors then divided into smaller groups where they shared ideas, personal experiences and tactics for giving swimming lessons.

The second training session, attended by only full-time instructors, occurred about one hour before the first lesson and was largely an in-pool session run by returning instructors under Tisdall’s direction. MWL relied on learning through role-playing exercises, in which instructors were placed in pairs and required to act out various scenarios. This session also included a tour of the pool facilities, during which the location of first aid kits, lifeguard stations and emergency exits were pointed out. Once this training session was complete, the participants started to arrive. It was time for the first lesson of MWL’s new season. Although this training session was for full-time instructors, when substitute instructors attended their first session, they were asked to arrive early and were given a condensed version of the orientation.

LESSON STRUCTURE

MWL swimming lessons were held late on Saturday afternoons at the Western Student Recreation Centre pool. There were two eight-lesson sessions, one in the fall (in 2010, October 16 to December 4) and the other in the winter (in 2011, January 15 to March 26, except February 19, February 26 and March 19 which were associated with school holidays in either the university or the public school system), scheduled to avoid obvious holidays and conflicts with the instructors’ academic exam schedules. Each lesson day had two time slots — 4:00 to 4:45 p.m. and 4:45 to 5:30 p.m. Although MWL worked with the National Lifesaving Society programs, which offered preschool and swimmer levels, these programs were of limited use to MWL as they were designed for able-bodied participants and did not fit well with the challenges faced by children with special needs. Although some participants worked towards completion of National Lifesaving Society levels, many participants used MWL’s program primarily as an opportunity for physical activity and recreation.

Each Monday, Murphy sent an e-mail message to all matched instructors, asking them to confirm their attendance at that week’s lesson by Wednesday. For any given week, it was not uncommon for five to 10 matched instructors to be unavailable for the lesson. These instructors were required to submit a plan for the lesson, outlining the child’s disability and the skills that were to be worked on during the lesson. Once the number of absent instructors had been confirmed, Murphy sent an e-mail message to the list of substitute instructors requesting help for the lesson. Although the substitute list had over 100 volunteers, the response rate to this request was typically very low; it often required multiple messages and a certain amount of arm twisting to find enough instructors. In the rare event that not enough instructors could be found, members of the executive team stepped in to instruct lessons.

At the eighth lesson, instructors provided participants with a report card or an encouragement card, depending on whether their student was working toward a level or not. On the last day of instruction, MWL held a pizza party in or near the Western Student Recreation Centre to allow instructors, parents and participants to socialize and interact with each other. MWL’s executive then began to prepare for the next lesson season.

PROGRAM COSTS

MWL used a streamlined financial model to keep the program as affordable as possible. Exhibit 3 gives some financial information. Instead of charging a fee, MWL asked participants’ parents for a donation to cover the costs of the program. Participants were able to donate what they could afford; MWL turned no families away for financial reasons. Financial support was offered to those who could not afford to donate, enabling low-income families to be a part of the program. Historically, the average donation had been $30 for eight lessons. Parents had strongly supported MWL, with donations of up to $210 for each semester. In addition, MWL had formed a partnership with the Lion’s Club of London, a chapter of one of Canada’s major service clubs, which had supported the program financially since 2005. MWL was run entirely by volunteers, with 100 per cent of all proceeds going to support the program, keeping costs low and ensuring access for families in need.

WML’S CLIENTS

Recruitment

MWL did not actively promote its program to the community. Enrolment had grown because of MWL’s work with external, not-for-profit organizations, such as the London Autistic Society and the London Lions Club, that worked with individuals who would benefit from enrolment in MWL and referred participants to the program. Parents of existing participants also played an active role in recruiting participants, promoting the program to their social groups. In 2010-11 MWL had expanded to the point that it was unable to satisfy demand, with a waiting list of 12 families. One reason for growth was that many participants returned for lessons each session.

Disability

MWL’s clientele included children with a wide variety of conditions, including Down syndrome, autism spectrum disorder, global developmental delay, epilepsy, attention deficit disorder, visual impairment, hearing impairment, other conditions and various combinations. The program was very inclusive and did not require a formal diagnosis or a doctor’s note to join. Each type of disability presented instructors with its own set of challenges. The effect of each disability differed widely from person to person.

Visually impaired3 participants obviously had trouble seeing an instructor demonstrate what he or she expected. The kinesthetic method was often used to teach visually impaired children to swim.4 This

3 Visual impairment, covering a spectrum from no impairment to total blindness, resulted from a variety of disease, trauma, congenital and degenerative conditions; typically, these conditions could not be corrected by conventional means, such as artificial lenses, medication or surgery. Whether someone was classified as visually impaired depended significantly on the definition(s) used. Although the likelihood of being impaired increased with age, some children were impaired. According to one study, some

0.21 to 0.55 per cent of Canadians were impaired to some degree. The same study reported the impairment rate for those up to 20 years of age to be 0.04 to 0.17 per cent. The ranges resulted from different definitions of impairment. See: D.A.L. Maberley, H.

method consisted of moving the child’s body in the appropriate way and possibly allowing the child to touch the instructor while he or she performed the stroke. Clear verbal and/or tactile communication and close contact were vital. Swimming instruction of visually impaired children required flexibility and patience to ensure that the child gained the knowledge and skills required to be comfortable in the water.

People with Down syndrome5 suffered from delayed or restricted mental and social development. Common physical symptoms of Down syndrome were decreased muscle tone, loose ligaments and a short, stocky body. The psychological effects were often impulsive behaviour, poor judgment, a short attention span and slow learning. The impulsive nature of individuals with Down syndrome required that special attention be placed on water safety during swimming lessons. Instructors had to be able to balance the importance of encouraging independence with ensuring the safety of participants.

People with autism spectrum disorders usually had widespread impairment of social interactions and communication, as well as restricted interests, repetitive behaviour and unusual sensitivity to external stimuli, such as touch, temperature and sound.6 To teach children with autism, instructors had to have a simple lesson plan, establish a routine, and provide visual support. With these guidelines in mind, instructors had to offer individualized programs and support to provide an effective learning experience. Children with autism could pose particular difficulties. A few were prone to experience “melt downs,” which could affect the effectiveness of the lesson and also the lessons of other children. It was important in such cases that the instructor, MWL’s executive and the child’s parents maintain open communication to help find the best methods to help the child learn and improve without complications. Instructors of autistic children had to be aware of a wide range of techniques and have back-up plans to keep the child focused and calm while in the water.

People with epilepsy experienced repeated, spontaneous blank spells, unconsciousness or convulsive seizures that resulted in changes in sensation, awareness, movement or behaviour.7 The complications associated with epilepsy included inhaling fluid into the lungs and difficulty learning. Swimming instructors had to be aware of these issues and be confident in their abilities to address the safety concerns of parents.

SERVICE FAILURES

Although rare, MWL had experienced situations in which participants (or their families) were unsatisfied with MWL’s service. MWL’s executive team took these issues very seriously, addressing them in person, starting with an apology and then an exploration of the issue(s). MWL had a policy of not blaming an instructor and never blaming a participant for any problems. As the governing body, the executive team took responsibility for service failures. The executive team discussed possible solutions with instructors and collaborated to ensure that the issue did not recur. In extraordinary situations where solutions could

Hollands, J. Chuo, G. Tam, J. Konkal, M. Roesch, A. Veselinovic, M. Witzigmann and K. Bassett, “The Prevalence of Low Vision and Blindness in Canada,” Eye 20 (3), 341-346 (2006), available on the Website: nature.com/eye/journal/v20/n3/full/6701879a.html, accessed May 2011.

4 For more information, see the Website: www.brighthub.com/education/special/articles/57657.aspx, accessed March 2011.

5 Down syndrome was caused by the presence of an extra chromosome, which impaired brain and body development. The incidence of Down syndrome increased with the age of the mother, from about 0.1 per cent at age 25, to about 3.3 per cent at age

45. Although there was no specific treatment, behavioural training could help individuals with Down syndrome and their families deal with the frustration, anger and compulsive behaviour associated with the condition. See: www.medicinenet.com/down_- syndrome/page2.htm, accessed March 2011.

6 There was no single treatment method for autism spectrum disorders; management methods were typically tailored to the child’s individual needs. The prevalence was about 0.65 per cent with about 80 per cent of those affected being boys. See: www.hc- sc.gc.ca/hc-ps/dc-ma/autism-eng.php, and www.altst.org/articles/0003.htm, accessed March 2011.

7 www.epilepsy.ca/eng/content/epidemio.html, accessed March 2011.

not be found, participants might be matched with a new instructor. Overall, the executive believed that constant communication between all parties was vital to ensure participant satisfaction.

COMPETITION

The City of London operated four public indoor pools and 12 outdoor pools (in July and August), each offering public swimming, swimming lessons and rental opportunities. Some of the outdoor pools were not heated. In addition, there were a number of private pools, some of which offered lessons. London’s public pools offered a number of learn-to-swim programs, including private, semi-private and group lessons. However, there were no programs designed specifically for children with special needs. Exhibit 4 gives some information on lesson prices. MWL benefitted from the January 2009 opening of UWO’s

$35 million, 15,000 square-metre Western Student Recreation Centre, providing MWL with access to one of the best facilities in the area.

The prices of public swimming lessons could make the public swim programs unaffordable for low- income individuals. MWL’s offer of one-on-one, individualized lessons at an affordable rate was not offered anywhere else in London. As one parent noted: “We have tried other swimming programs, but MWL’s is the only one that has worked.”

ISSUES FACING MAKING WAVES LONDON

Instructors

One of MWL’s major issues concerned the difficulty of attracting qualified instructors. Even though UWO had some 35,000 individuals who were eligible to join clubs, MWL’s requirements for lifeguard certification and teaching experience and personal interests severely limited the base of potential recruits. In addition, students were hesitant to join the organization without a guarantee of receiving a full-time instructing position. Furthermore, the format of Clubs Week limited MWL’s ability to attract members because of its short length and competitive nature. Word-of-mouth recruitment was unreliable. It was difficult to predict the number of instructors that would be recruited each year.

MWL also experienced steadily decreasing commitment to the program as the year progressed. Instructors had to deal with the challenges of teaching children with special needs and balance academic work and other components of their lives. As the number of instructors available for lessons decreased, the quality of the program declined, as many participants required a routine to feel comfortable in the water. New instructors disrupted this routine, making it difficult to teach participants effectively. Murphy often received calls from instructors as late as Saturday morning informing her that they would be unable to attend the lesson that day. In such cases, it was incredibly difficult to find replacement instructors. As volunteers, the instructors could not be forced to attend; punishing volunteers who did not show up was a challenging task.

Because many instructors did not have prior experience working with children with special needs and because of individual differences among the participants, it was difficult to maintain a standard level of lesson quality. Each participant had unique and challenging needs, and adapting lesson plans was no easy task. Although the response of parents had generally been positive, there had been problems in ensuring that participants learned the appropriate skills. MWL relied heavily on its people’s flexibility and judgment rather than on rigid processes. The organization had struggled to balance the positives and

negatives of volunteer autonomy. In addition, pool regulations required that MWL use the National Lifesaving Society certification system, which was not designed for children with disabilities. Murphy wondered how MWL could improve the quality of its service for all participants.

Capacity

MWL was the largest and fastest growing Making Waves chapter — with approximately 80 participants, MWL was three to four times the size of other chapters, which had an average registration of 20 to 25 participants. The lack of reliable instructors and limited pool space, created a waiting list for the program. In 2009-10 MWL introduced siblings to the program, allowing brothers and sisters of children with disabilities to participate in small group lessons alongside the lessons for children with special needs. The response had been overwhelmingly positive. One parent stated:

This is the only time my daughters are able to do something together. Every other program we have been a part of has separated my daughters and has been exclusive to either able-bodied or special-needs children. It is amazing to see how excited my children get while getting ready for a swimming lesson together.

In 2010-11, MWL decided to eliminate the sibling program because of the growing demand from families with special-needs children. The executive discussed this difficult issue in-depth and chose to remove siblings when they considered MWL’s mission to provide “affordable and accessible one-on-on swimming instruction to children with special needs.” Although parents were very understanding, many were obviously disappointed with the decision. Murphy thought there must be some way to integrate siblings back into the program — but how?

The shortage of capacity was accentuated by the lack of pool space for the program. The Western Student Recreation Centre pool was Olympic size: 52 metres8 long and 20 metres wide (eight lanes). The pool’s two movable bulkheads allowed it to be arranged in up to 10 configurations. The temperature of the water was maintained in a narrow range centred at 27.8C. The bottom of the pool followed a gentle slope from 1.35 metres deep at the shallow end to 1.65 metres deep about 10 metres from the shallow end (the position of the first bulkhead anchor), and then down to about 3.40 metres at the deep end. The water in the pool was circulated and filtered continuously, entering at several points in the bottom and flowing out the top around the whole perimeter. Waves in the pool were suppressed by having the water break over the pool edge and run through a grid into a trough about 40 centimetres deep. The constant stream of falling water created a noticeable background “hissing” noise within a few metres of the pool edge. When the bulkheads were positioned at the end of the pool, the noise level was somewhat reduced.

Observers, who were not allowed on the pool deck, had four options. The pool had three rows of elevated seating (and a row where observers could stand) along the full length of one side. Windows spanned almost the entire width of the shallow end of the pool; observers could stand in hallways and watch the activities through those windows, either at the level of the pool deck or one floor above it. Observers could also stand in a 10-metre by two-metre fenced-off area that extended about half the width of the pool, about 4.5 metres from the shallow end of the pool.

The Saturday lesson time had been selected because it was a good fit for all the participants’ schedules; changing the lesson day was not considered to be an option. The UWO pool was very busy on Saturdays, booked for most of the day. Prior to 2010-11, MWL had been granted a single timeslot for lessons from 4

8 The pool included two movable bulkheads about one metre wide, making the effective length 50 metres.

p.m. to 5 p.m. In response to growing demand, MWL had managed to get 30 additional minutes of pool time and had divided the lessons into two 45-minute sessions for 2010-11. Although this move allowed fewer instructors and more participants, it also created some problems. Instructors were hesitant to spend 90 minutes teaching; many asked to instruct only one session. Although instructors had to be in the water with their participants, they were not particularly active while they were. The depth and temperature of the water made standing in it for 90 minutes uncomfortable.

Although the pool was relatively large, water depth was a critical variable. Instructors had to be able to stand comfortably in the water. Because of the water depth, MWL used submersible platforms called “tot docks” to reduce the depth for the participants. Tot docks were 183 centimetres long, 97 centimetres wide and 63 centimetres high, and they did not have any railings. The pool had three tot docks.

Also, one-third of the pool was booked by the UWO Triathlon Club at 5 p.m. on Saturdays, which meant that participants in the 4:45 p.m. to 5:30 p.m. session were unable to swim lengths in the middle pool section. Although addressing these issues would be challenging, Murphy believed she was up to the task.

Participants

Although most participant families communicated frequently with MWL regarding lesson attendance, a few parents failed to let the program know when their child would miss a lesson. Thus, instructors would attend the lesson with no students to teach. This situation was very frustrating for instructors, as they believed that their time had been wasted. Murphy wondered whether there was a way to motivate MWL’s clientele to become more involved with the program and increase communication with the organization.

Funding

Historically, MWL had had very few problems regarding its financial position. Participants and external organizations saw the value in the program and generously supported it; however, Murphy realized that donation-based funding was very unreliable. She wanted to find a way to ensure the financial stability of the program for years to come.

One issue that Murphy would need to address immediately was the excess funds that were in MWL’s account. University Students’ Council regulations required that all money taken in by clubs be spent during the year, with only a small level of funds being left for the following year. The University Students’ Council had questioned the funds carried over from 2009-10 to 2010-11. At present, Hayden Bielawski, vice-president finance, projected that there would be approximately $550 in the account as of April 30 (see Exhibit 3). Murphy would have to decide what to do with the funds. In discussions with parents, a number of potential options had been identified. Parents suggested that the money be spent on pool equipment, the establishment of a financial aid fund, instructor appreciation and supporting other community initiatives. Murphy had to decide where the money would be most effectively spent and how the funds could contribute to MWL’s mission.

Making Waves Canada

Although its status as a Making Waves chapter gave MWL access to technical support and publicity, the relationship was not entirely beneficial. Because of UWO University Students’ Council regulations, all instructors were required to have a current NLS certificate and teaching experience. The University Students’ Council also provided insurance coverage for the program, protecting the organization from liability in the unlikely event of a serious accident. These standards were viewed as necessary by the MWL’s executive team because of the risks associated with the program’s participants. However, other Making Waves chapters did not operate in the same way. MWL was the only chapter that was insured and that required instructors to have an NLS certificate and teaching experience. Murphy worried that an event at another chapter could jeopardize the reputation and operations of MWL. Were the benefits of being a part of Making Waves Canada worth the risks?

Registering Making Waves London as a Charity

As a UWO student club, MWL did not constitute a registered Canadian charity, which meant that parents’ donations to the program were not eligible for tax receipts. Parents often claimed their donations under the children’s fitness tax credit, which allowed parents claim up to $500 per year for eligible fitness expenses paid for each child who was under 16 years of age at the beginning of the year in which the expenses were paid.9 Murphy was worried that because of MWL’s status, the donations were not eligible for the credit and that a tax audit would negatively affect the program.

Becoming a registered charity presented its own problems, however. The Canadian government defined a charitable purpose as the relief of poverty, the advancement of education, the advancement of religion or certain other purposes that benefitted the community in a way the courts have said was charitable.10 Although Murphy believed that MWL would fall in the “other” category as a charity, there was no way to tell whether the courts would approve the organization and its services. To become a registered charity, MWL would have to cease being a UWO club, which would mean that the program would no longer be able to recruit during Clubs Week and would also have to find its own insurance, which could be very costly. Murphy asked herself whether it was worth leaving the University Students’ Council in order to become a registered charity.

Looking Ahead

As Murphy pondered these issues, she began to realize the true scale of the problem. The program faced struggles in all aspects of its service offering. But how could she address these issues? Did some issues have priority over others? Who needed to be involved in the decision-making process? Murphy wanted to ensure that MWL was the best adaptive aquatics program possible. As she sat down to look for solutions, the September lesson season no longer looked months away, but instead right around the corner. Would she be able to address all of these problems while maintaining the integrity of the program? As president of MWL, Murphy knew it was her responsibility to make the program a success

— but how?

9 For more information on the Children's Fitness Tax Credit, consult the Canada Revenue Agency Website: www.cra-arc.gc.ca, accessed May 2011.

10 For more information on charitable activities, consult the Canada Revenue Agency Website: www.cra-arc.gc.ca, accessed May

2011.

Exhibit 1

MWL EXECUTIVE ROLES AND RESPONSIBILITIES, 2010‒11

President — Jillian Ferguson

· Oversee the day-to-day operations of the organization

· Serve on the board of directors of Making Waves Canada

· Maintain relationships with external organizations

· Maintain relationships with instructors, participants and parents

Vice-President Internal — Brianna Murphy

· Communicate weekly with instructors regarding lesson attendance

· Find replacement instructors

Vice-President External (two positions) — Rebecca Fuller and Emily Latourell

· Communicate with parents regarding lesson schedules

· Deal with parents’ concerns

· Act as a liaison between parents and the organization

Vice-President Finance — Hayden Bielawski

· Create budget projections at the beginning of the year

· Track all inflows and outflows, ensuring a balanced budget

· Create receipts for all donations

· Go through the audit process with the University Students’ Council

Vice-President Programming — Diane Tisdall

· Develop the training process

· Plan and implement instructor socials

· Plan and implement year-end pizza parties

Source: MWL files.

Exhibit 2 INSTRUCTOR QUESTIONNAIRE

Making Waves London

The University of Western Ontario Instructor Registration

Name: E-mail: Telephone: Year:

Do you have a current NLS certificate? Yes No Please note a current NLS is required to instruct

Do you have a Red Cross instructor certification? Yes No

Do you have a Lifesaving Society instructor certification? Yes No

Do you have teaching experience? Yes No

If yes, please provide details:

Do you have experience working with special needs? Yes No

If yes, please provide details:

Have you been a part of Making Waves London before? Yes No If yes, for how many years? Would you like to instruct the same child (if applicable)? Yes No

Are you able to attend at least 6 of the 8 lessons each semester? Yes No

If no, would you like to be a part of the Making Waves London substitute list? Yes No If there are any additional details you would like to provide, please do so below:

Source: MWL files.

Exhibit 3

MWL’S 2010-2011 FINANCIAL INFORMATION1

Revenues

Membership dues (86 members at $5 per member)

$430.00

Lions Club donation

200.00

Donations from parents

3,385.00

Total

$4,015.00

Expenses

Insurance (86 members at $1.09 per member)

$93.74

Pool fees (September to December 2010)

889.88

Pool fees (January to April 2011)

1,017.00

Pizza party (projected from adjusted historical cost)

1,500.00

Socials (projected from adjusted historical cost)

250.00

Evaluation materials (projected from historical cost)

200.00

Executive dinner (projected from historical cost)

250.00

Instructor appreciation (projected)

250.00

Miscellaneous (10% of expenses — USC standard)

420.06

Total

$4,870.68

Projected profit or (loss)

($855.68)

Balance Sheet

Opening balance

$2,418.07

Projected closing balance

$1,562.39

Less: Reserve balance for 2011-12 (one semester’s pool fees)

$1,017.00

Projected ending funds in account

$545.39

Source: MWL files.

1 The data are for the period September 1, 2010, to April 30, 2011. They are a combination of real and budgeted figures.

Exhibit 4

SWIMMING FEES AT PUBLIC POOLS IN LONDON, ONTARIO1

Lesson type Cost per lesson

Private $25

Semiprivate 18

Group (6 children) 10.50

MWL private 0 ‒ 26.25 (average donation: $3.75)

1 Indoor pool lesson rate: $58 for six 30-minute lessons. Outdoor rates varied by pool from $45 to $52 for 10 30-minute lessons over two weeks. Private lesson rates: $115 to $123 for five 30-minute lessons. Information on London municipal swimming lesson rates and schedules are available at the Website: www.london.ca/d.aspx?s=?sports_and_recreation/recreationfaq.htm, accessed March, 2011. Information on lesson availability and rates in private London pools is unavailable.