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Groundwork to Create a Professional Organization

Learn the essential steps to create a professional organization, including legal tasks, mission and vision development, strategic planning, and operational planning.

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Groundwork to Create a Professional Organization

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  1. Groundworkto Create aProfessional Organization

  2. How I Feel About Power Point

  3. Step OneBasic Legal Tasks • Determine organization as defined by the IRS • Suggest 501(c) 6 • Not a publically-supported charitable organization • Trade association designed to improve an industry • Must consist of members sharing a common business interest (individuals or companies). Must have a meaningful extent of member support. • In which state will the company be legally organized? • Process varies based on the state • Request federal employer ID number • Need organization name • Need snail mail address and phone number

  4. Step Two: Mission & Vision

  5. Step Two: Mission & Vision • Definitions • A mission statement describes what we want to do now. • A vision statement outlines what we want to be in the future.

  6. Step Two: Mission & Vision • Compare: • Mission: • HOW we will get to where we want to be? • Define purpose and primary objectives related to member needs and values • What do we do and what makes us different? • Vision: • WHERE do we want to be? • Communicate both purpose and values • What are we aiming for?

  7. Step Two: Mission & Vision Which comes first? Suggest a start-up organization such as this one should formulate the vision first It will guide the mission statement and strategic plan more accurately.

  8. Step Two: Mission & VisionVision Statement • A statement which creates each person’s internalized perception of the organization • Clear, motivating message about the organization’s future • Reflect a world or industry enhanced by the organization's mission when accomplished • Should be clear, simple and avoid elaborate language • Leaders and contributors should easily explain the organization’s vision • Outline a promising future (hope) • Not only defines the future of the organization but that of the future of industry sector and social environment which shall be influenced by it

  9. AMAZON Our vision is to be earth's most customer centric company; to build a place where people can come to find and discover anything they might want to buy online. DEUTSCHE BANK We aspire to be the leading client-centric global universal bank UNICEF The driving force that helps build a world where the rights of every child are realized. Step Two: Mission & VisionSample Vision Statements

  10. Step Two: Mission & VisionVision Worksheet

  11. Step Two: Mission & VisionMission Statement • Accurately describe overall aims and activities • Include primary stakeholders (For whom do we do it?) • Overall responsibilities to be fulfilled regarding member expectations (What is the benefit?) • Deals with the present and leads to the future • Can change over time but should always be connected to core values, member needs and vision • Should be easily explained by all • Mission statement will be used in IRS filings so it must be objective, clear and free of hard-to-understand terms

  12. GAP We create emotional connections with customers around the world through inspiring product design, unique store experiences, and compelling marketing. STARBUCKS Our mission: to inspire and nurture the human spirit – one person, one cup and one neighborhood at a time. MICROSOFT Our mission is to enable people and businesses throughout the world to realize their full potential. Step Two: Mission & VisionSample Mission Statements

  13. Step Two: Mission & VisionMission Worksheet

  14. Step Three • Organization Planning • Attempt to be proactive rather than reactive • Incorporate evaluation and periodic analyses of needs • Planning should position the nonprofit to achieve mission and vision

  15. Step Three • Strategies • Strategies should be evaluated every three to five years to ensure organization is on track and current in ability for strategies to reach goals • Reflect the results of an assessment that includes “SWOT” • Include measurable tactics to achieve mission

  16. Step Four • Operational plan (The details) • Financial • Leadership • Board • Roles • Responsibilities • Terms • Desired experience or expertise • Committees/Liaisons • Legal • Accounting • Succession planning • Fundraising • Administration / Staff? • Volunteers?

  17. Step Four continued • Operational plan continued • Marketing • Branding • Partnerships • Research • Communication • Social media • Membership • Solicitation • Retention • Policies

  18. Why I Consult On Topics In Addition To Marketing NO EDUCATIONAL STATE DEPARTMENTS

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