Strategic Planning Phyllis Shurn-Hannah • November 15, 2012

1. Strategic PlanningPhyllis Shurn-Hannah • November 15, 2012

2. What is Strategic Planning Section Title (12 point Arial; color = white) • The process by which we can become what we want to become through setting a strategy. • The identification of opportunities and the allocation of resources to exploit those opportunities. • The rational determination of where you are, where you want to go, and how and when you are going to get there (GAP). • It is setting the direction for the organization’s membership’s future(1 year, 3-5 years, and up).

3. Components of Strategic Planning • Planning Base— Where are we now? Where have we been? • Results Required—Where do we want to be? • How—Specifically define how to get there. • Implementation—Identify a plan to execute. Who does what by when? • Review—How are we doing? Monitor the results.

4. Items for Consideration as You Plan • Historical “highs” and “lows” of the chapter/council – where have you been? What is your history? • Positives and Negatives for: • Membership and Member Services • Socio-demographics • Competition • Technology • Economic Factors • Government/Regulations • Culture • Structure • Daily Practices • Cost Efficiency • Innovation and New Products/Services • Financial Stability and Assets

5. Outcomes of Strategic Planning • Clear picture of how trends impact the present and future • Agreed-upon direction/strategy • Clearly defined mission, vision, values • Specific plans to improve performance • Development of team behaviors through volunteers

6. HOW AND WHERE SHOULD WE START???

7. SWOT ANALYSIS - Strengths Something we have, our competition does not and they can’t easily get.

8. SWOT – Weaknesses Something our competition has, we do not, and we can’t easily get.

9. SWOT - Opportunities What are the overall issues, based on what our scan tells us, that we should be concentrating on?

10. SWOT Analysis - Threats What can potentially get in the way of our success?

11. SWOT Analysis – Case Study Chapter XYZ – Membership SWOT Strengths – • membership has increased by 1% over the last 3 years • Membership Committee is strong, 8 – 10 committee members • Have not increased membership dues • Great educational programming Weaknesses – • Retention rate at 60% • Membership is not diverse and not representative of community • Low turn-out for meetings • Need more young professionals • Senior HR professionals in the area do not attend meetings • No succession plan in place

12. SWOT Analysis – Case Study Chapter XYZ – Membership SWOT Opportunities – • Large small business community • Join the local chamber of commerce • Partner with other local organization on programming • Work with student chapters in the area • Legislative programming Threats – • Other local professional organizations • Local Chamber has a senior HR group • Senior HR group meets in the area

13. Outcomes of Strategic Planning • Improved decision making • Better leadership—more cohesive team • Development of strategic thinking and implementation skills • Better allocation of resources and responsibilities • Identification of short- and long-term “attention” areas • Lists of short-term and long-term goals

14. Outcomes of Strategic Planning • Increased recognition from external and internal sources • Consistent, sustained success, as opposed to marginal success • Strategic budget—a plan for 1-2 years and 3-5 years regarding what budget changes are needed to reach plan goals

15. After the Plan • Follow up with your membership to share the plan goals and successes – keep them in the loop about your activities and how you are working for the best interests and successful future of the chapter/council • The most important (and the most difficult) thing about strategic planning? NOT allowing it to just sit on a bookshelf!

16. QUESTIONS COMMENTS Thank You For your Volunteerism