Joint Leadership Session

1. Joint Leadership Session 2017 National Education Conference & Expo

2. Joint Leadership Session Michelle Milligan, CGMP National President

3. 2017 Joint Leadership Session • Task Force Lila Duncan, CMP, CGMP - Greater Oregon Laurie A. Nickson, CMP - Michigan Annette Wallace - Missouri State Capital Marilee Tretina - Old Dominion Jan Thor, CMP - Pacific Northwest Kristi Griffith - Texas Lone Star Capital

4. 2017 Joint Leadership Session • Introductions • State your: • Name • Chapter • Position • Favorite vacation location • (can be either one you have been to or want to go and why)

5. 2017 Joint Leadership Session • Strategic Plan We determined our strategic intent is for SGMP to be recognized as the premier knowledge resource on government meetings. To achieve this, SGMP will: Be a growing and financially stable organization. Be THE premier resource center on government meetings. Deliver timely and valued content that enhanced government meetings. Provide valued benefits for planners and suppliers.

6. 2017 Joint Leadership Session We assessed SGMP’s current condition, which includes the following: • Total annual revenue of $1,044,160 projected for the current year, that ends June 30. • Total Expenses of $970,109 projected for the current year. • Membership totaling 1,871 with 983 Planner members; 781 Supplier members; and 107 other types of members. • Number of chapters total 23. • NEC attendance of 2016 – 420, 2017 – 450. • Strategic Plan

7. 2017 Joint Leadership Session Our target goals after 3 years, by June 30, 2020, are: • Net income of $100,000 • Increase the reserve to $300,000 • Membership to grow to 2,500, which would be a 33% increase in three years • Increase membership retention to 85% • Reduce burden on chapters/chapter leaders/help create effective chapter leaders into the future • Increase website traffic by 100% • Increase “hits” via social media • Develop chapter education by working more closely with chapters • Increase NEC attendance to 750 • Increase ratio of SGMP members who are CGMP • Raise the profile and reputation of SGMP and the CGMP • Strategic Plan

8. 2017 Joint Leadership Session • Strategic Plan • Website Redesign • Social Media Contract • Poll on website • Create Chapter Leader How to Videos • Record Member quotes at NEC • Leadership Taskforce to create chapter leader content • Create Ted Talks like videos for members • Create white papers • Develop webinars for members

9. 2017 Joint Leadership Session • Strategic Plan • Regular communication with members and chapter leaders • Compile a list industry and non-industry organizations and implement a plan where an SGMP speaker could have recruiting and marking value • Look for government websites where SGMP could be hyperlinked from • Speaker exchanges among industry related organizations • Publications in industry related magazines

10. 2017 Joint Leadership Session • Strategic Plan • Member Focus Group at NEC Meet with Marie Arighi at the networking at the hotel tonight • Marketing CGMP at different events and platforms • Decide on holding a CGMP Congress in 2018 • Develop State specific chapter’s to CGMP manual – begin with larger chapters, CA, TX, MI

11. “Working with a Board” Rob Coffman, CGMP National Immediate Past President

12. Strategic Plan Transformation Michelle Milligan, CGMP National President Pamela Valenzuela, CAE Executive Director

13. Joint Leadership Session

14. Roundtable Part I: Meetings/Operations • SOP of Chapter Meetings • Committees and how to recruit and keep engaged • Chapter Policy and Procedures

15. Roundtable Part II: Membership • Recruitment strategies and tools • Retention strategies and tools

16. Roundtable Part III: Communications • Which tools do you find most effective? • What, How, Who, How Often?

17. Joint Leadership Session