IEEE Princeton/Central Jersey Section A Strategic Discussion : Planning for improvement

1. IEEE Princeton/Central Jersey SectionA Strategic Discussion:Planning for improvement All September 14, 2011

2. IEEE Princeton/Central Jersey Section

3. Annual Review and Course Correction Our World Our Identity And Direction Our Progress Our Future What’s Going On? Situation Scan External: [Current conditions, trends, assumptions about the future, wild cards.] Internal: [Strengths, weaknesses challenges opportunities] Stakeholder: (Members, Prospective Members, Industry Perspectives) Implications and Challenges Who Are We? And Where Are We Going? Review And Affirm: Core Ideology Purpose and Values Envisioned Future BAG And Vivid Description Value Proposition How Are We Doing? Review And Assessment Of Previous Year’s Progress: GoalsObjectives Key Metrics Strategies Lessons Learned Where Do We Need to Go Next? Setting Of Priorities For Coming Year Key Issues For The Coming Year Revisiting Strategic Principles Assigning Accountability Source: Tecker Consultants IEEE Princeton/Central Jersey Section

4. The 10yr + time horizon: • Core Purpose: Mission • Big Audacious Goal: Vision • Core beliefs IEEE Princeton/Central Jersey Section

5. Core Purpose: It is the Mission To foster technological innovation and excellence for the benefit of humanity. IEEE Princeton/Central Jersey Section

6. Big Audacious Goal: It is the Vision • Be essential to the global technical community and to technical professionals everywhere, and • Be universally recognized for the contributions of technology and of technical professionals in improving global conditions. IEEE Princeton/Central Jersey Section

7. Core Values: Essentialand Enduring Principles • Service to humanity • Peer-review • Global focus • Intellectual activity • Growth and nurturing of the profession • Collaboration and community building • Professionalism • Trust and respect IEEE Princeton/Central Jersey Section

8. 3-5 Year Goals (Outcome-oriented): • Industry professionals and employers will value IEEE… • IEEE will improve…students and professionals through education • IEEE… a catalyst for a balanced dialogue on technology-related issues • The public will value… IEEE and technical professionals in enhancing the quality of life and the environment • IEEE members will find value and enjoyment through their involvement in the organization • IEEE will operate as a model global association… IEEE Princeton/Central Jersey Section

9. From Planning to Action… • Core Ideology (Consistent identity) • Purpose: reason for being • Values: essential and enduring principles that guide us • Outcome-oriented Goals (to support core ideology): • declare the outcomes or attributes the organization intends to achieve. • Objectives (of goals): • represent primary components needed to achieve the outcomes of each goal. • Strategies: • describe how you plan to allocate resources (capacity) to meet objectives • Metrics: • measure progress each of the above • Implementation: • execute and measure the objectives IEEE Princeton/Central Jersey Section

10. Possible IEEE Dashboard Metrics – Member/Volunteer… • Volunteer Satisfaction • Member satisfaction • Retention, Renewal rate • By member grade, Section • # active volunteers • # calls/emails into Member Services IEEE Princeton/Central Jersey Section

11. Possible IEEE Dashboard Metrics – Educational Activities… • Number of participants in TISP • Number of visits of longer than n minutes to TryEngineering.Org • Accreditation, Certification, Continuing Education • Number/growth in Expert Now Modules • Usage metrics for Expert Now IEEE Princeton/Central Jersey Section

12. Possible IEEE Dashboard Metrics – Operational… • High level budget indicators – revenues, surplus, etc. • Reserves, Revenue • IT/IBP metrics - efficiency, usage, resources IEEE Princeton/Central Jersey Section

13. Annual Review and Course Correction Our World Our Identity And Direction Our Progress Our Future What’s Going On? Situation Scan External: [Current conditions, trends, assumptions about the future, wild cards.] Internal: [Strengths, weaknesses challenges opportunities] Stakeholder: (Members, Prospective Members, Industry Perspectives) Implications and Challenges Who Are We? And Where Are We Going? Review And Affirm: Core Ideology Purpose and Values Envisioned Future BAG And Vivid Description Value Proposition How Are We Doing? Review And Assessment Of Previous Year’s Progress: GoalsObjectives Key Metrics Strategies Lessons Learned Where Do We Need to Go Next? Setting Of Priorities For Coming Year Key Issues For The Coming Year Revisiting Strategic Principles Assigning Accountability Source: Tecker Consultants IEEE Princeton/Central Jersey Section