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CFA Victoria

The CFA Victoria strategic plan focuses on promoting professional excellence, supporting members through education, and building awareness of the CFA charter. Key areas include operations, awareness, membership, and programming. The plan outlines budgets, objectives, milestones, success factors, and early milestones for effective execution.

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CFA Victoria

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  1. CFA Victoria 2008 Strategic Plan

  2. CFA Victoria • Our mission is to: • promote professional excellence and the highest ethical standards; • Support society members and CFA candidates through informative, relevant education and networking opportunities; and • build awareness of the CFA charter within the local community.

  3. CFA Victoria in 2012: • Is comprised of members, who are actively engaged in society activities and satisfied with the value received from the society. • Is active in raising awareness and building the profile of the CFA designation, such that it is the most highly regarded investment designation in the Victoria area by the business and academic community. • Aggressively builds awareness and understanding of the CFA designation amongst accredited investors, such that we increase knowledge of the designation to our target market. • Consistently provides high quality products, services and activities that facilitate and encourage members’ personal and professional development – a vision that a majority of members agree the society successfully achieves.

  4. Strategic Plan: Operations

  5. Operations Budget • $500 annually for surveys and administrative support with surveys • $2,000 annually for Society Leadership Conferences/Regional Conference expenses ( 6 nights @ $250/night + tax and for food allowance while traveling) • $500- $1,000 annually for a 1 day planning retreat + speaker Total cost: $3,000 to $3,500 annually

  6. Strategic Plan: Awareness

  7. Awareness Budget • $500 annually for support of education initiatives • $500 annually to support membership initiatives (newsletter) • $1,500 annually for ads • $1,500 annually for sponsorships Total cost: $4,000 annually

  8. Strategic Plan: Membership • Strategic Objective: • Enhance the value proposition that CFA Victoria offers to its key constituents. • Increase the number of members of CFA Victoria. • Milestones (Key Tasks or Action Plans) • Membership recruitment • Develop value-added by membership to CFA Victoria. (What is the value of being a member?)

  9. Strategic Plan: Membership • Success Factors • Society grows to at least 100 members in three years. • Increase the number of affiliate members such that they represent at least 15% of our membership population. • Accountability / Oversight • Utilize tools developed by the CFA Institute leaders website to put together membership campaigns (after examinations). • Welcome new members to the society. • Reach out to potential new members.

  10. Strategic Plan: Programming Strategic Objectives • Expand our sphere of influence • Involve more of the Board in Program planning & marketing • Mine our database to identify fresh / stagnant contacts • Build an expanded, more relevant database • Personally reach out to inactive members • Find innovative and compelling ways to engage our market • Follow up and maintain momentum • Strengthen delivery of our message • Recruit Champions at different firms to leverage promotions • Allocate more time and resources to program marketing • Set goals for programs and have individual accountability • Request feedback to enable more effective touches

  11. Strategic Plan: Programming Budget: • $200 per event for design and printing of 50 full color, large size promotional posters • Additional Funds as approved for special initiatives such as Forecast Dinner planning, UVic Speaker Series, cross promotional programming, etc

  12. Strategic Plan: Programming Key Early Milestones: • AGM: • Recruit Programs and Forecast Dinner Committees • AGGV: • Leverage sponsorships into media exposure • Summer 2008: • Establish Speaker / Events Calendar for 2008-09 • Complete Study on Event Attendance (Past 2 years) • First Meeting of Forecast Dinner Committee • Create Sponsorship Package

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