Strategic Planning for Success

• 1. Strategic Planning for SuccessMichael WilkinsonMay 16, 2012A Service Of:Sponsored by:

2. INTEGRATED PLANNINGAdvising nonprofits in:www.synthesispartnership.com Strategy Planning(617) 969-1881 Organizational Development [email protected] Service Of:Sponsored by: 3. Affordable collaborative data management in the cloud.A Service Of:Sponsored by: 4. Todays Speaker Michael Wilkinson CEO Leadership Strategies, Inc. Hosting:Assisting with chat questions:April Hunt, Nonprofit Webinars Sam Frank, Synthesis PartnershipA Service Of: Sponsored by: 5. practical. dynamic. interactive. the PDI difference.Strategic Planning for Successwww.leadstrat.com 2006 Leadership Strategies, Inc. 6. Getting StartedFacilitatorMichael WilkinsonManaging Director, Leadership Strategies Author: The Secrets of Facilitation, The Executive Guide to Strategic Planning 7. Who is Leadership Strategies? The leading provider of facilitators andfacilitation training in the U.S. Over 400 facilitators under contract throughthe National Facilitator Database Over 15,000 trained in facilitation skillsthrough The Effective Facilitator course Headquartered in Atlanta Public classes in Atlanta, Boston, Chicago,-Dallas, Denver, Los Angeles, New York, SanFrancisco, Sydney, Toronto, Washington, DC. 7 8. Workshop Objectives Identify Key Issues and Pitfalls inStrategic Planning for Non-Profits Review a Strategic Planning Framework Define Specific Strategies forAddressing the Pitfalls Provide Next Steps for those interested - Duplication prohibited without prior written consent of Leadership Strategies, Inc. Copyright 2001 Leadership Strategies, Inc. 8 9. Handling Questions If you have a question, type it into theQuestion Panel. Because of our limited time, we may notbe able to answer all questions, but wewill try to get to as many as we can. From time to time, we will ask you a -question. You will have about 20 secondsto respond and we will show you theresults. Download and print a copy of the Workbookwww.leadstrat.com/webinarhandoutsAudio: (415) 363-0077 Code: 210-292-456 Workbook: www.leadstrat.com/webinarhandouts 9 10. Free Gift! Complete Survey Receive Free Article/White PaperThe Drivers Model Download and print a copy of the Workbookwww.leadstrat.com/webinarhandoutsAudio: (415) 363-0077 Code: 210-292-456 Workbook: www.leadstrat.com/webinarhandouts 10 11. POLL about Strategic PlanningHow many strategic planning effortshave you been involved with in thepast? Duplication prohibited without prior written consent of Leadership Strategies, Inc. Copyright 2001 Leadership Strategies, Inc. 11 12. Top-Down PlanningBottom-up Results Strategic PlanDepartmentDepartmentDepartmentDepartment PlanPlanPlanPlanProject Policies & Project Policies &Policies & Policies &Project PlansProceduresPlans Procedures Procedures Procedures PlansCopyright (c) 2001-2009 Leadership Strategies, Inc. - Duplication prohibited without prior written consent. www.leadstrat.com 12 13. Top-Down Planning POLLWhy are the arrowsBottom-up Results going down? Strategic PlanDepartmentDepartmentDepartmentDepartment PlanPlanPlanPlanProject Policies & Project Policies &Policies & Policies &Project PlansProceduresPlans Procedures Procedures Procedures Plans Key Word: LINKAGECopyright (c) 2001-2009 Leadership Strategies, Inc. - Duplication prohibited without prior written consent. www.leadstrat.com 13 14. The Drivers ModelVISIONBARRIERS ________________________________ CSFs ________________ ________________ X X________________TODAYCSFsX XLeadership Strategies, Inc. 15. The Drivers Model Purchasing Our Home VISION 3.5 BathroomsBARRIERS Private office$300K - $15K Down Payment PlayroomHigh Credit Card Balances Savings plan $300/mthFind a houseWork weekends $300/mth CSFs Cut up credit cards View 25/homes monthTODAY MONITOR!CSFsX - Floors, paint, rain - Neighbors, AtticLeadership Strategies, Inc. 16. Monitoring Why? Track your progress Make sure your strategies are working Make adjustments Vision might change MOTIVATIONCopyright (c) 2001-2009 Leadership Strategies, Inc. - Duplication prohibited without prior written consent. www.leadstrat.com 16 17. The Drivers Model5 Key PointsVISIONBARRIERSTODAY Leadership Strategies, Inc. 18. The Drivers Model 5 Key Points VISIONBARRIERSTODAY Leadership Strategies, Inc. #1 Start with An Accurate Picture of today! 19. The Drivers Model 5 Key Points VISIONBARRIERSTODAY Here? Leadership Strategies, Inc. #1 Start with An Accurate Picture of today! 20. The Drivers Model #2 Create a Shared Vision 5 Key Points VISIONBARRIERSTODAY Leadership Strategies, Inc. #1 Start with An Accurate Picture of today! 21. The Drivers Model #2 Create a Shared Vision 5 Key Points VISIONBARRIERS VISIONTODAY Leadership Strategies, Inc. #1 Start with An Accurate Picture of today! 22. The Drivers Model #2 Create a Shared Vision 5 Key Points VISION#3 Understand your CSFs and BarriersBARRIERS CSFsCSFs TODAY Leadership Strategies, Inc. #1 Start with An Accurate Picture of today! 23. The Drivers Model #2 Create a Shared Vision 5 Key Points VISION#3 Understand your CSFs and BarriersBARRIERS#4 Define Your Drivers ________________________________ CSFs ________________CSFs TODAY Leadership Strategies, Inc. #1 Start with An Accurate Picture of today! 24. The Drivers Model #2 Create a Shared Vision 5 Key Points VISION#3 Understand your CSFs and BarriersBARRIERS#4 Define Your Drivers ________________________________ CSFs ________________ #5 MONITOR!CSFs TODAY Leadership Strategies, Inc. #1 Start with An Accurate Picture of today! 25. Strategy Layout Front PageStrategy LayoutThe Drivers Modelproduces results thatcan typically fit onone 11x17 pagefolded in half! 26. The Inside Pages 26 27. Strategy Layout - Back PageBack PageThe back pageshows responsibilitiesfor priority strategiesand the monitoringplan. 28. Appendix - Action PlansStrategy: C5. Implement PR program to report activities to the local mediaObjectivesMembership: 1. Increase net membershipSupported:Membership: 2. Increase average attendance at monthly meetingsSeries of Owner:Marketing VPAction PlansDeliverables: PR strategy and reportDue Date: Feb 1 / Year 2Person-Days: 27 Total Costs: $25001-2 page actionPersonplans for eachAction StepWhoExecDue -DaysCosts1. Assemble new PR Team Feb 1 1priority strategy Committee2. Develop PR objectivesPR TeamFeb 15 33. Develop promotion programPR Team Mar 1 34. Hold Board presentation on PRPR Team, Mar 15 1strategy to gain approvalBoard5. Implement PR strategyPR Team May 1 15$25006. Assess promotion effectiveness PR Team Jan 15 / Y2 27. Produce PR report of results PR TeamFeb 1 / Y2 2Duplication prohibited without prior written consent of Leadership Strategies, Inc. Copyright 2001 Leadership Strategies, Inc. 28 29. A Sample PlanMeeting Planners AssociationVISIONGOALSCRITICAL SUCCESS FACTORSTo be the place where EducationProvide opportunities for our Dynamic presenters with timely,meeting planners meet.members to enhancesubstantive topics to increaseprofessionalism and to stay meeting attendance MISSIONabreast of industry trends. High awareness by meetingplanners of the association andTo provide a forum forNetworkingits benefits to attract membersfurthering the growth and Provide an atmosphere forprofessionalism of thethe sharing of ideas withmeetings industry. OBJECTIVES (3 Years)STRATEGIESpeers. Increase net membership from Utilize assessment survey and500 to 650.industry referrals to select qualityMembership GUIDING PRINCIPLES Annually retain 75% of speakers and topics.Maximize membershipmembers from prior year. Revise new member registrationWe believe that education isgrowth, retention and Increase average attendanceprocess to ask desired committee.our fundamental focus.involvement.Therefore we offer programs from 175 to 250 per meeting. Hold quarterly committee fairs afterthat improve the industry Achieve 10% committeemeetings to increase involvement.Organizationskills of our members.involvement. Implement PR program to reportMaintain sufficient financial activities to the local media.We believe it is our& organizational resourcesresponsibility to helpto support programs. BARRIERSimprove our localcommunity. Therefore we Professionalism Inadequate process for getting newactively invest time andPromote meeting members involved results in burn-outresources into themanagement as a viableof a few and low retentioncommunity.and worthwhile career with High membership turnover hindersan emphasis on theconsistent growthWe believe we must remainprofessional certification ofa comfortable forum formembers.ACTION PLANmeeting planners. Therefore Assemble new PR committee (Exec, Feb 1)we will implement policies toCommunity Outreach Develop PR objectives (PR, Mar 1)ensure a suitable member-ship balance betweenProvide funds and services Develop promotion (PR, Mar 15)planners and suppliers.to support the local Present to Board (Chair, Apr 15)community and provide a Implement promotion (PR, May 1)vehicle for organization Assess effectiveness (PR, Oct 1)recognition. Present results to Board (Chair, Dec 15) 30. A Sample Plan VISION Vision: The preferred picture of theAssociationMeeting Planners future.GOALSToVISION place where be themeeting planners meet. Whats for difference between mission and vision? theTo be the place whereEducation CRITICAL SUCCESS FACTORSmeeting planners meet. Provide opportunities Dynamic presenters with timely, Vision answers: If you substantive topics to increase at achievingour members to enhanceprofessionalism and to stayare successfullymeeting attendance MISSION MISSION your mission what will the awareness by meetinglike?abreast of industry trends. High future look planners of the association andTo provide a forum forNetworkingTo provide a forum for its benefits to attract membersfurthering the growth and Provide an atmosphere forfurthering of the growth and of ideasMission: A statement of the overall purposeprofessionalism the the sharing withmeetings industry.STRATEGIESOBJECTIVES (3 Years)professionalism of thepeers. of an organization Utilize assessment survey quality and Increase net membership frommeetings industry.500 to 650. industry referrals to select speakers and topics.Membership Annually retain 75% of GUIDING PRINCIPLESMaximize membershipgrowth, retention andMission answers: Revise newask desired committee.members from prior year. process tomember registrationWe believe that education isinvolvement. What do you do? Hold quarterly committee fairs after Increase average attendancefrom 175 to 250 per meeting.our fundamental focus. meetings to increase involvement.Therefore we offer programs For whom Achieve 10% committee do you do it?involvement. Implement PR program to reportthat improve the industry Organizationskills of our members.Maintain sufficient financial Whats the benefit?activities to the local media.& organizational resourcesWe believe it is ourto support programs. BARRIERSresponsibility to help Inadequate process for gettingimprove our localnew members involved results incommunity. Therefore we Professionalism burn-out of a few and lowactively invest time andPromote meeting retentionresources into themanagement as a viablecommunity. High membership turnoverand worthwhile career withhinders consistent growthWe believe we must remain an emphasis on thea comfortable forum for professional certification ofmeeting planners. Therefore members. ACTION PLANwe will implement policies to Assemble new PR committee (Exec, Feb 1)ensure a suitable member- Develop PR objectives (PR, Mar 1)ship balance betweenCommunity Outreach Develop promotion (PR, Mar 15)planners and suppliers. Provide funds and services Present to Board (Chair, Apr 15)to support the local Implement promotion (PR, May 1)community and provide avehicle for organization Assess effectiveness (PR, Oct 1)recognition. Present results to Board (Chair, Dec 15) 31. A Sample Plan Meeting Planners Association VISIONGOALS To be the place where Education CRITICAL SUCCESS FACTORS meeting planners meet.Provide opportunities for Dynamic presenters with timely,Guiding Principles: General guidelines for how our members to enhance professionalism and to stay substantive topics to increase meeting attendance MISSION abreast of industry trends.an High awareness by meeting operate. organization willplanners of the association and To provide a forum forNetworking its benefits to attract members furthering the growth and Provide an atmosphere for professionalism of thethe sharing of ideas with meetings industry.STRATEGIES peers. OBJECTIVES (3 Years) Utilize assessment survey and Increase net membership fromWhat is the difference between values and guiding principles 500 to 650.industry referrals to select qualityspeakers and topics.Membership GUIDING PRINCIPLES GuidingMaximize membershipstate both the value and the behavior youprinciples Annually retain 75% ofmembers from prior year. Revise new member registrationgrowth, retention andprocess to ask desired committee. take based on the value. Increase average attendance We believe that education is involvement.from 175 to 250 per meeting. Hold quarterly committee fairs afterour fundamental focus. meetings to increase involvement.Therefore we offer programs Achieve 10% committee Implement PR program to reportthat improve the industryOrganizationinvolvement.GUIDING PRINCIPLESskills of our members. Maintain sufficient financialactivities to the local media. & organizational resourcesWe believe it is our must Webelieve we to support programs. BARRIERS responsibility to help Inadequate process for gettingremain alocal improve our comfortable new members involved results in community. Therefore weforuminvest time and actively for meeting Professionalism burn-out of a few and low Promote meeting retentionplanners. the resources into Thereforemanagement as a viable High membership turnover community.and worthwhile career withwe believeimplement Wewill we must remainan emphasis on the hinders consistent growthpolicies to ensure a a comfortable forum for professional certification of meeting planners. Therefore members. ACTION PLANsuitable membership we will implement policies to Assemble new PR committee (Exec, Feb 1)balance between ensure a suitable member- Develop PR objectives (PR, Mar 1) ship balance betweenCommunity Outreach Develop promotion (PR, Mar 15)planners suppliers. planners and andProvide funds and services Present to Board (Chair, Apr 15) to support the localsuppliers. community and provide a Implement promotion (PR, May 1) vehicle for organization Assess effectiveness (PR, Oct 1) recognition. Present results to Board (Chair, Dec 15) 32. A Sample PlanGoals: Broad, long-term aims that defineMeeting Planners Associationaccomplishment of the mission. VISIONGOALS To be the place whereEducationCRITICAL SUCCESS FACTORSProvide opportunities forWhats the difference meeting planners meet. Objectives: Specific, quantifiable, realistic targetsDynamic presenters with timely,our members to enhancesubstantive topics to increaseprofessionalism and to staymeeting attendancebetween goals MISSIONthat measure the awareness by meeting accomplishment of a goalabreast of industry trends.Highand objectives? To provide a forum for Networkingplanners of the association andOBJECTIVES (3 Years) to attract membersits benefits furthering the growth andProvide an atmosphere for professionalism of the meetings industry. peers. Increase net membershipthe sharing of ideas withOBJECTIVES (3 Years) STRATEGIES from 500 to 650. Utilize assessment survey and Goal Membership Increase net membership from500 to 650. industry referrals to select quality Maximize membershipMembership Annually retain 75% of of Annually retain 75% speakers and topics.Maximize membership Revise new member registrationGUIDING PRINCIPLESmembers from prior year.growth, retention and members from the prior process to ask desired committee. growth, retention and We believe that education is involvement. Increase average attendance Hold quarterly committee fairs after involvement. our fundamental focus.year. from 175 to 250 per meeting.meetings to increase involvement. Therefore we offer programs Achieve 10% committee that improve the industryOrganization Increase averageinvolvement. Implement PR program to report activities to the local media. skills of our members. Maintain sufficient financial attendance from 175 toWhat happens if We believe it is our& organizational resourcesto support programs. 250 per meeting.BARRIERS responsibility to help Inadequate process for gettingyou have goals but improve our localProfessionalism Achieve 10% committee a few and low new members involved results in community. Therefore weno objectives? actively invest time and Promote meetinginvolvement. burn-out of retention resources into the management as a viablecommunity. High membership turnover and worthwhile career withhinders consistent growthWe believe we must remainan emphasis on theWhat happens ifa comfortable forum formeeting planners. Therefore professional certification of What is wrong with this objective? PLAN members. ACTIONyou have objectiveswe will implement policies toensure a suitable member- Assemble new PR committee (Exec, Feb 1)Hold 2 membership drives (PR, Mar 1) Develop PR objectives Community Outreachbut no goals?ship balance between Provide funds and servicesplanners and suppliers. Develop promotion (PR, Mar 15) Present to support the local Activity vs. Results to Board (Chair, Apr 15)1) Implement promotion (PR, Maycommunity and provide avehicle for organization Assess effectiveness (PR, Oct 1)recognition. Present results to Board (Chair, Dec 15) 33. A Sample Plan DONT JUMP straight to strategies after Meeting Planners Association defining your objectives!VISIONGOALSTo be the place where EducationCRITICAL SUCCESS FACTORSmeeting planners meet.Provide opportunities for Dynamic presenters with timely,our members to enhance substantive topics to increaseprofessionalism and to staymeeting attendanceabreast of industry trends. MISSION High awareness by meeting planners of the association and To provide a forum for Networking its benefits to attract members furthering the growth andProvide an atmosphere for professionalism of the the sharing of ideas with meetings industry.STRATEGIESpeers.OBJECTIVES (3 Years) Utilize assessment survey and Increase net membership fromindustry referrals to select quality 500 to 650.Membershipspeakers and topics. Annually retain 75% ofMaximize membership Revise new member registration GUIDING PRINCIPLESmembers from prior year.growth, retention and process to ask desired committee.We believe that education isinvolvement. Increase average attendance Hold quarterly committee fairs afterour fundamental focus. from 175 to 250 per meeting.meetings to increase involvement.Therefore we offer programs Achieve 10% committee Implement PR program to reportthat improve the industry Organization involvement.activities to the local media.skills of our members.Maintain sufficient financial& organizational resourcesWe believe it is ourto support programs.BARRIERSresponsibility to help Inadequate process for gettingimprove our local new members involved results incommunity. Therefore we Professionalismburn-out of a few and lowactively invest time andPromote meetingretentionresources into themanagement as a viablecommunity. High membership turnoverand worthwhile career with hinders consistent growthWe believe we must remain an emphasis on thea comfortable forum for professional certification ofmeeting planners. Therefore members.ACTION PLANwe will implement policies to Assemble new PR committee (Exec, Feb 1)ensure a suitable member- Develop PR objectives (PR, Mar 1)ship balance betweenCommunity Outreach Develop promotion (PR, Mar 15)planners and suppliers. Provide funds and services Present to Board (Chair, Apr 15)to support the local Implement promotion (PR, May 1)community and provide avehicle for organization Assess effectiveness (PR, Oct 1)recognition. Present results to Board (Chair, Dec 15) 34. A Sample PlanCSFs: Key conditions that must be created toVISION GOALS achieve one or Planners AssociationMeeting more objectives.To be the place whereEducation CRITICAL SUCCESS FACTORSmeeting planners meet. Provide opportunities forCRITICAL SUCCESS timely, Dynamic presenters with FACTORS our members to enhance substantive topics to increase professionalism and to stay Dynamic presenters withmeeting attendance abreast of industry trends. MISSIONtimely, High awarenessassociation and by meeting substantive topics toplanners of the To provide a forum for OBJECTIVESan(3 Years) furthering the growth andNetworkingProvide atmosphere forincreasebenefits to attract membersits meeting attendance professionalism of the meetings industry. Increase net membershipthe sharing of ideas withpeers. High awareness by meeting OBJECTIVES (3 Years) STRATEGIES from 500 to 650. Utilize assessment survey and Increaseplanners from the associationnet membership of industry referrals to select quality 500 to 650. Annually retain 75% ofMembership speakers and topics. Annuallyand75% of benefits to attractretain itsMaximize membership Revise new member registration GUIDING PRINCIPLESmembers from prior year. members from the priorgrowth, retention andmembers Increase average attendance process to ask desired committee.We believe that education isinvolvement. Hold quarterly committee fairs after year.our fundamental focus.from 175 to 250 per meeting. meetings to increase involvement. Achieve 10% committeeTherefore we offer programs Increase averagethat improve the industry Organization involvement. BARRIERS Implement PR program to report activities to the local media.skills of our members. attendance Maintain sufficientto 250 from 175 financial& organizational resources Inadequate process for gettingWe believe it is our BARRIERS per meeting. support programs.responsibility to helptonew membersprocess for getting results Inadequate involvedimprove our local Achieve 10% committeecommunity. Therefore we Professionalismin burn-out of a involved andinlow new members few results burn-out of a few and lowactively invest time andresources into the involvement.Promote meeting retentionretentionmanagement as a viable High membership turnovercommunity. and worthwhile career with an emphasis on the High membershipgrowth hinders consistent turnoverWe believe we must remaina comfortable forum forprofessional certification ofhinders consistent growthmeeting planners. Thereforemembers.ACTION PLANwe will implement policies to Assemble new PR committee (Exec, Feb 1)ensure a suitable member- Develop PR objectives (PR, Mar 1)ship balance between Community OutreachBarriers: Existing or potential challenges that Develop promotion (PR, Mar 15)planners and suppliers.Provide funds and services to support the localhinder the achievement of objectives. Present to Board (Chair, Apr 15) Implement promotion (PR, May 1) community and provide a vehicle for organization Assess effectiveness (PR, Oct 1) recognition. Present results to Board (Chair, Dec 15) 35. A Sample PlanCRITICAL SUCCESS FACTORSMeeting Planners Association VISION Dynamic presenters with timely, GOALS To be the place whereEducation substantive topics to increaseSUCCESS FACTORSProvide opportunities forCRITICAL meeting planners meet. Dynamic presenters with timely,our members meeting attendanceto enhancesubstantive topics to increase OBJECTIVES (3 Years) professionalism and to stay meeting attendance Increase net membershipMISSION High awareness by meetingabreast of industry trends. High awareness by meeting STRATEGIESplanners of the association and To provide a forum for Networking planners of the associationfrom 500growth650. furthering the to andProvide an atmosphere for Utilize assessmentits benefits to attract membersandwith benefits to attract Annually retain 75% ofthe sharing of ideas professionalism of theits survey and industry meetings industry. STRATEGIESOBJECTIVES (3 Years)members from the priorpeers.members Utilize assessment survey referrals to selectand Increase net membership from industry referrals to select quality 500 to 650.year. Membership Annually retain 75% ofquality speakers and speakers and topics. Increase averageGUIDING PRINCIPLES Strategies:Maximize membershipgrowth, retention andmembers from prior year. Revisetopics. newask desired committee. process tomember registration Increase average attendanceattendance from 175 to 250 Broad activitiestorequiredinvolvement. We believe that education is our fundamental focus. from 175 250 per meeting. Revise newcommittee fairs after Hold quarterlymember meetings to increase involvement. Therefore we offer programsperimprove the industry thatmeeting.Organization to achieve involvement. an objective, Achieve 10% committeeregistrationprogram to report to Implement PR process activities to the local media. Achieve 10% committee sufficient financial a critical condition, skills of our members. Maintain create& organizational resourcesask desired We believe it is ourBARRIERSinvolvement. responsibility to helpor overcome a barrierInadequate process for gettingto support programs. committee. improve our local community. Therefore weProfessionalism involved quarterly new members Holdresults in burn-out of a few and low actively invest time and resources into thePromote meetingBARRIERS retentioncommittee fairs afterWhy would an organization worthwhile career withmanagement as a viable High membership turnover community. meetings.invest in a strategy that DID We believe we must remainand Inadequate process for getting consistent growthan emphasis on the hindersprofessional certification of Implement PR programsomething members.new members involved results a comfortable forum forNOT addressTherefore meeting planners.ACTION PLAN we will implement policies tocritical ato their successin burn-out of a few and low Assemblereport activities to to new PR committee (Exec, Feb 1) ensure suitable member- Develop PR local media.the objectives (PR, Mar 1) a balance barrier in retentionorship majorbetween standing Community Outreach Develop promotion (PR, Mar 15)planners and suppliers. Provide funds and servicestheir way? Present to Board (Chair, Apr 15) High membership turnoverto support the localcommunity and provide a Implement promotion (PR, May 1) Assess effectiveness (PR, Oct 1) hinders consistent growthvehicle for organization Present results to Board (Chair, Dec 15)recognition. 36. A Sample PlanMeeting Planners AssociationVISIONGOALSTo be the place where Education CRITICAL SUCCESS FACTORSmeeting planners meet.Provide opportunities for Dynamic presenters with timely,our members to enhancesubstantive topics to increaseprofessionalism and to stay meeting attendanceabreast of industry trends. MISSION High awareness by meetingplanners of the association and To provide a forum for Networkingits benefits to attract members furthering the growth andProvide an atmosphere for professionalism of the the sharing of ideas with meetings industry. STRATEGIESpeers. OBJECTIVES (3 Years) Utilize assessment survey and Increase net membership from industry referrals to select quality500 to 650.Membership speakers and topics. Annually retain 75% ofMaximize membership Revise new member registration GUIDING PRINCIPLES members from prior year.growth, retention andprocess to ask desired committee.We believe that education isinvolvement. Increase average attendance Hold quarterly committee fairs afterour fundamental focus.from 175 to 250 per meeting. meetings to increase involvement.Therefore we offer programs Achieve 10% committee Implement PR program to reportthat improve the industry Organizationinvolvement. activities to the local media.skills of our members.Maintain sufficient financial& organizational resourcesWe believe it is ourto support programs. BARRIERSresponsibility to help Inadequate process for gettingimprove our localnew members involved results incommunity. Therefore we Professionalism burn-out of a few and lowactively invest time andPromote meeting retentionresources into thecommunity. Actions: Specific steps to be taken, by whommanagement as a viableand worthwhile career with High membership turnover hinders consistent growthWe believe we must remaina comfortable forum foran emphasis on theprofessional certification ofand by when, to implement a strategy.meeting planners. Therefore members. ACTION PLANwe will implement policies to Assemble new PR committee (Exec, Feb 1)ensure a suitable member- Develop PR objectives (PR, Mar 1)ship balance betweenCommunity Outreach Develop promotion (PR, Mar 15)planners and suppliers. Provide funds and services Present to Board (Chair, Apr 15)to support the local Implement promotion (PR, May 1)community and provide avehicle for organization Assess effectiveness (PR, Oct 1)recognition. Present results to Board (Chair, Dec 15) 37. Action PlansStrategy: C5. Implement PR program to report activities to the local mediaObjectivesMembership: 1. Increase net membershipSupported:Membership: 2. Increase average attendance at monthly meetingsSeries of Owner:Marketing VPAction PlansDeliverables: PR strategy and reportDue Date: Feb 1 / Year 2Person-Days: 27 Total Costs: $25001-2 page actionPersonplans for eachAction StepWhoExecDue -DaysCosts1. Assemble new PR Team Feb 1 1priority strategy Committee2. Develop PR objectivesPR TeamFeb 15 33. Develop promotion programPR Team Mar 1 34. Hold Board presentation on PRPR Team, Mar 15 1strategy to gain approvalBoard5. Implement PR strategyPR Team May 1 15$25006. Assess promotion effectiveness PR Team Jan 15 / Y2 27. Produce PR report of results PR TeamFeb 1 / Y2 2Duplication prohibited without prior written consent of Leadership Strategies, Inc. Copyright 2001 Leadership Strategies, Inc. 37 38. MonitoringPOLLYou monitor your plan monthly and quarterly.But which item do you grade? - Vision / Mission Goals Objectives Critical Success Factors / Barriers Strategies or Actions38 39. Strategic Direction Setting Implementation Planning Meeting Planners AssociationVISION GOALSTo be the place whereEducation CRITICAL SUCCESS FACTORSmeeting planners meet. Provide opportunities for Dynamic presenters with timely, our members to enhancesubstantive topics to increase MISSIONBreaking up the Plan professionalism and to stay abreast of industry trends. meeting attendance High awareness by meeting planners of the association andTo provide a forum for Networkingits benefits to attract membersfurthering the growth andProvide an atmosphere forprofessionalism of the the sharing of ideas withmeetings industry. STRATEGIES peers. OBJECTIVES (3 Years) Utilize assessment survey and Increase net membership fromindustry referrals to select quality 500 to 650. Membership speakers and topics. Annually retain 75% of Maximize membership Revise new member registrationGUIDING PRINCIPLES members from prior year. growth, retention andprocess to ask desired committee.We believe that education is involvement. Increase average attendance Hold quarterly committee fairs afterour fundamental focus. from 175 to 250 per meeting.meetings to increase involvement.Therefore we offer programs Achieve 10% committee Implement PR program to reportthat improve the industryOrganizationinvolvement.activities to the local media.skills of our members. Maintain sufficient financial & organizational resourcesWe believe it is our to support programs. BARRIERSresponsibility to help Inadequate process for gettingimprove our local new members involved results incommunity. Therefore weProfessionalism burn-out of a few and lowactively invest time and Promote meeting retentionresources into the management as a viablecommunity. High membership turnover and worthwhile career withhinders consistent growthWe believe we must remainan emphasis on thea comfortable forum forprofessional certification ofmeeting planners. Thereforemembers. ACTION PLANwe will implement policies toensure a suitable member- Action Assemble new PR committee (Exec, Feb 1)Develop PR objectives (PR, Mar 1) Community Outreachship balance betweenplanners and suppliers.Provide funds and services PlanningDevelop promotion (PR, Mar 15)Present to Board (Chair, Apr 15) to support the local Implement promotion (PR, May 1) community and provide a vehicle for organization Assess effectiveness (PR, Oct 1) recognition. Present results to Board (Chair, Dec 15) 40. Strategy PhasesPhase I Phase II Phase IIIAssessmentStrategy SessionsImplementationCustomer Views CommunicationBriefing Book Plan EmployeeStrategic OutputsViewsPlanningUpper Strategic Plan Mgmt Views Process Document Competitor InfoSession 1Session 2 Session 3 MonitoringIndustry PlanStrategic ImplementationAction TrendsDirectionPlanningPlanningCurrentSituation 41. Why Do Most Plans Fail? POLL Why do most strategic plans fail?HumanNature!Copyright (c) 2001-2009 Leadership Strategies, Inc. - Duplication prohibited without prior written consent. www.leadstrat.com 41 42. Why Do Most Plans Fail?Phase I Phase II Phase IIIAssessmentStrategy SessionsImplementationCustomer Views CommunicationBriefing Book Plan EmployeeStrategic OutputsViewsPlanningUpper Strategic Plan Mgmt Views Process Document Competitor InfoSession 1Session 2 Session 3 MonitoringIndustry PlanStrategic ImplementationAction TrendsDirectionPlanningPlanningCurrentSituationWhy? 43. The Covey Matrix Important High Low High Ringing DirectiveTelephone from BossUrgentJunk Strategic LowMail PlanCopyright (c) 2001-2009 Leadership Strategies, Inc. - Duplication prohibited without prior written consent. www.leadstrat.com 43 44. Three-Step Monitoring Monthly:Did we do what we said we were going to do?Review status of priority strategies. -Duplication prohibited without prior written consent of Leadership Strategies, Inc. Copyright 2001 Leadership Strategies, Inc. 44 45. T Dashboard SampleSample Dashboard Summary Jan Feb Mar Apr MayDone 100>75%7575%75 675%75 675%75 6375%75 63275%75 632375%75 6323 1