5 Steps to Planning
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Strategic Vision
Where do we want to be?
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Assessment
Where are we now?
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Objectives
How can we get there?
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Goals
How do we make it happen?
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Feedback
Are we doing the right thing at the right time?
Strategic Vision
Not an easy task - Discussion is important
Features that make up an ideal chapter
Concise - no more than 3-4 sentences
Best if written by several people
"Collins Chapter #26 is: ...."
Assessment
Current status of Chapter in all areas
Ritual
Finances
Attendance and participation
Member support
Membership
Community Involvement
Communication
Others
Objectives
Where to concentrate effort
Plans for 3-5 years
Marketing ideas
Priority lists
Ongoing projects
Innovative ideas
Goals
Specifics of Planning - usually within one year
S - Specific
M - Measurable
A - Attainable
R - Results driven
T - Time-bound
Feedback
Set regular times for planning meetings
Check results
Change focus if necessary
What is working well? What is not working well?
What should we start doing? What should we stop doing?
What should we do more of? What should we do less of?
Strategic Plan - update periodically
Publicize objectives and goals
Remind membership periodically
Announce results
Celebrate successes
Finally
Share Vision Statement and Operating Plan with
members
Get "buy-in" from membership
Don’t just appoint a committee then file document away
Keep refining the plan
Create new or different goals when needed
Communicate, Communicate, Communicate
Most important - Get started and persist!
