Post on 30-Jan-2021
2021 TEAM COALITION STRATEGIC PLAN
1
GOVERNANCE
AWARENESS FISCAL
STABILITY
FEB MAR APR MAY JUN JUL AUG SEP
Develop collegiate content
Ensure training is competitively priced
Enhance training product – in-person and online
Develop ecommerce for training products
Provide access to data and subject matter experts
Develop partnerships with state certification agencies
Ensure TEAM trainers are the best of the best
Maximize training revenue
Manage promotional assets
Website integration
FY 2021 TRAININGCOMMITTEE PROJECTS
New product ready to offer
Prioritization based on
customer locations
First MT videos
Plan in
development
Pricing Bundles
Certify students
small group of
programs
Changes
approved, made
Finalize
Docs
Complete
FEB MAR APR MAY JUN JUL AUG SEP
Improve TEAM’s website and social media
Develop, manage brand standards
Enhance media relations
Engage in industry conversations
Develop mutually beneficial partnerships
Manage value proposition assets
Provide sponsorship support services
Reimagine fan engagement offerings and activities
Manage monthly newsletter
FY 2021 MARCOMMCOMMITTEE PROJECTS
Finalize Docs
FEB MAR APR MAY JUN JUL AUG SEP
Clarify membership offering
Manage membership recruitment assets
Engage members
Recruit new members
Reimagine fan engagement offerings and activities
Provide fan engagement consultation services
Manage value proposition assets
FinalizeDocs
Membership Meeting
Membership Dues Invoices
Committee Surveys
FY 2021 MEMBERSHIP COMMITTEE PROJECTS
Vote on New Tier Structure
DevelopMenu
DevelopToolkit
Establish Targets
FinalizeDocs
FEB MAR APR MAY JUN JUL AUG SEP
Maintain clear expectations
Cultivate culture of feedback
Recruit strategically
Budget includes input from stakeholders
Budgetary performance monitored and addressed
Maintain active committees
FY 2021 GOVERNANCE & FINANCE COMMITTEE PROJECTS
Membership Votes to Approve
Committee Chairs Submit
Budget Requests
Board Approves
Quarterly Review
Quarterly Review
Quarterly Review
Quarterly Review
Quarterly Review
Quarterly Review
ED Performance
Goals
Board Orientation
BOD & Committee
Surveys
Survey Results
ED Performance
Review
BOD Survey
Survey Results
AWARENESS OBJECTIVES
6
AWARENESS TEAM IS A STRONG BRAND
TEAM IS A “GO-TO”
RESOURCE FOR
MEDIA AND
INDUSTRY
FEB MAR APR MAY JUN JUL AUG SEP
Improve TEAM’s website and social media
Develop, manage brand standards
Enhance media relations
Engage in industry conversations
AWARENESS OBJECTIVES AWARENESS
• TEAM lead - Liz
Project Owners Key Stakeholders
Milestones
February March May June September
Audit website
Make design
changes,
quarterly
website
traffic report
Quarterly
website
traffic report
Quarterly
website
traffic report
In progress Not Started Not Started Not Started Not Started
8
MarComm Improve Website Updated 1/12/21
Website Improvements
• Audit website and make recommendations
• Add more images, less text
• Report website traffic, functionality quarterly
• Update website monthly at a minimum
On/Off Track
Notes
Next Steps
• Executive Director
• Graphic Designer
• Board of Directors
AWARENESS
Milestones
January March May July September
TEAM Staff
updates
current brand
standard
assets
Committee
provides
feedback
and edits are
made
TEAM Brand
standards are
put into a
media kit
Media Kit
approved
and added
to website
Updates to kit
with new
fiscal year
information
Not Started Not Started Not Started Not Started Not Started
9
MarComm Brand Standards Updated 1/12/21
Establish and Enforce Brand Standards
• Logo use
• Responsibility Has Its Rewards use
• Font
• PPT deck template
• One-pager template
• Audit internal and external communications annually
On/Off Track
Notes
Project Owners Key Stakeholders
• TEAM lead - Liz
Next Steps
• Executive Director
• Graphic Designer
• Board of Directors
AWARENESS
Milestones
January February March April September
Identify goals, objectives, & target audiences to engage with; TEAM makes any initial updates & reviews current PR templates
Committee Reviews messages and provides insight/feedback on plans for media engagement & PR templates
TEAM implements feedback and creates a schedule/outline for media engagement & PR templates
Final plan & schedule is reviewed by committee and put in place; final PR edits are made
Metrics of plan are reviewed & updates are made; Committee reviews templates are still up to date
Not Started Not Started Not Started Not Started Not Started10
MarComm Media Relations Updated 1/12/21
Enhance Media Relations
• Develop media relations engagement plan
• Report progress at biannual membership meetings
• Press release templates
• RHIR winners
• New member
• Response to incident of negative behavior
On/Off Track
Notes
Project Owners Key Stakeholders
• TEAM lead - Liz
Next Steps
• Executive Director
• Graphic Designer
• Board of Directors
AWARENESS
Milestones
January March May July September
TEAM Staff lead creates document with past engagements
Committee reviews list and shares other opportunities for engagement
Complete Not Started
11
MarComm Industry Outreach Updated 1/12/21
Engage in Industry Conversations
• Establish list of events/programs where TEAM should participate
• List of important industry conferences/speaking engagements
• TEAM provides at least 1 meeting (virtual or in-person) for
sports/entertainment industry members
On/Off Track
Notes
Project Owners Key Stakeholders
• TEAM lead – Liz
• Secondary
Next Steps
• Executive Director
• Master Trainers
• Facility Senior Managers
• Board of Directors
AWARENESS
FISCAL STABILITY OBJECTIVES
12
FISCAL
STABILITY
Training is known in
the industry as ‘the
gold standard.”
TEAM is an
expert in fan
engagement.
TEAM has a strong
value proposition
for members.
FEB MAR APR MAY JUN JUL AUG SEP
Develop Collegiate Content
Ensure training is competitively priced
Enhance training product – in-person and online
Develop ecommerce for training products
Develop partnerships with state certification agencies
Ensure TEAM trainers are the best of the best
Maximize training revenue
Manage promotional assets
TRAINING IS KNOWN IN THE INDUSTRY
AS “THE GOLD STANDARD”
FISCAL
STABILITY
Website integration
New product ready to offer
Prioritization based on
customer locations
First MT videos
Pricing Bundles
Certify students
pilot programs
Changes
approved, made
FinalizeDocs
Complete
FEB MAR APR MAY JUN JUL AUG SEP
Clarify membership offering
Manage membership recruitment assets
Engage members
Provide access to data and subject matter experts
Recruit new members
Develop mutually beneficial partnerships
Manage value proposition assets
Manage monthly newsletter
Membership Meeting
Membership
Dues Invoices
Committee Surveys
Vote on New Tier Structure
FinalizeDocs
Establish Targets
FinalizeDocs
TEAM HAS A STRONG VALUE
PROPOSITION FOR MEMBERS
FISCAL
STABILITY
Plan in
development
FEB MAR APR MAY JUN JUL AUG SEP
Reimagine fan engagement offerings and activities
Provide fan engagement consultation services
Provide sponsorship support services
TEAM IS AN EXPERT IN FAN
ENGAGEMENT
FISCAL
STABILITY
DevelopMenu
DevelopToolkit
Milestones
January March May July September
Certify students from pilot schools; develop content
Finalize content; update MTs; develop sales tools
Outreach to schools; review pilot feedback
Continue
outreach
Goals:• 10 - 20
schools
implement• $15,000 new
revenue
In progress In progress Not Started Not Started Not Started
16
Training Collegiate Program Updated 1/12/21
Collegiate Program
• Research demands through outreach to colleges
• Set pricing
• Develop content
• Market program
• Track sales, feedback
• Enhance program based on feedback
On/Off Track
Notes
Project Owners Key Stakeholders
• TEAM lead - Brandon • Master Trainers
• Executive Director
• Sub-committee – sports
management professors
• Board of Directors
FISCALSTABILITY
• Clear/Concise Process
• Easy to use & implement
$500 $550 $800
Toolkit
Online Set-up
IDP
Milestones
January March May July September
TIPs &
ServeSafe
Price
Comparison
Add regional,
state & local
programs to
comparison
Complete Upcoming
17
Training Price Comparison Updated 1/12/21
Price Comparison
• Research pricing for comparable, national programs in alcohol
management training
• Chart price comparison
On/Off Track
Notes
Project Owners Key Stakeholders
• TEAM lead - Brandon
Next Steps
• Master Trainers
• Executive Director
• Board of Directors
PROJECT COMPLETE
Key Doc: Alternatives to TEAM Training
Add regional, state and local programs to
price comparison
FISCALSTABILITY
Milestones
January March May July September
Make OT adjustments
IDP agenda updates;Hybrid training option;Identify accommodations
for disabilities
Accommodationsfor special needs;Track usage for OT including retakes
Identify Intro video logistics
Plan to update intro video
In Progress
Not Started Not StartedNot Started
Not Started
18
Training Enhance Product Updated 1/12/21
Enhance Training Product – In-Person/Online
• Update training introduction video
• Make enhancements to online employee training
• Hybrid training option – face to face training + Brainshark for certification test
• Address special needs
• Modifications for participants with disabilities
• Add presentation customization to IDP agenda
On/Off Track
Notes
Project Owners Key Stakeholders
• TEAM lead - Brandon
Next Steps
• Master Trainers
• Executive Director
• Board of Directors
FISCALSTABILITY
Milestones
January March May July September
Launch new database;Identify Glimmernetcapabilities
Create Independent Certification Option;IDP Payment;Payment for
multiple products
Launch Independent Certification Option,Student
payment
Evaluate Ecommerce usage
In Progress Not Started Not Started Not Started Not Started19
Training Ecommerce Updated 1/22/21
Ecommerce for Training Products
• Online payment for IDP registration
• Online payment for students participating in collegiate program
• Online payment for starter kit bundle – delayed until after FY ends; Covid-
Relief discount in place through 9/30/21 (10% discount on $3,000 spent, 20%
discount on $5,000 spent)
• Online payment for Level 1 or Level 2 employee certification unaffiliated with
account or facility
On/Off Track
Notes
Project Owners Key Stakeholders
• TEAM lead - Brandon
Next Steps
• Master Trainers
• Executive Director
• Chief Operations Expert
• Board of Directors
• Glimmernet
FISCALSTABILITY
Milestones
January March May July September
Training
Requirements
by state
Contact gold
states
Update State
Law sheets;
Contact silver
states
Contact
bronze states
Goal:
Approved
responsible
training
provider in all
gold states
Complete Not Started Not Started Not Started Not Started
20
Training State Agencies Updated 1/12/21
Connect with State Enforcement Agencies
• Update state law sheets
• Ensure TEAM program is approved by all states that mandate training/certify
providers
• Identify training requirements for each state
On/Off Track
Notes
Project Owners Key Stakeholders
• TEAM lead - Brandon• Master Trainers
• Executive Director
• Board of Directors
FISCALSTABILITY
State classification based on training requirements and current
training usage in state
Milestones
January March May July September
Review current MT requirements
Determine method for MT eligibility and accountability;
List of database enhancements
Brief MTs on database enhancements
Ensure all MTs meet eligibility standards
Not Started
Not Started Not StartedNot Started
21
Training Trainers Best of Best Updated 1/12/21
TEAM Trainers Best of Best
• Review Master Trainer eligibility and accountability
• Enhance database with networking opportunities and best practice sharing
On/Off Track
Notes
Project Owners Key Stakeholders
• TEAM lead - Brandon
Next Steps
• Master Trainers
• Executive Director
• Board of Directors
FISCALSTABILITY
Milestones
January March May July September
Milestone #1
Milestone #2
Milestone #3
Milestone #4
Milestone #5
Complete Not Started Not Started Not Started Not Started
22
Training Maximize Revenue Updated 1/22/21
Maximize Training Revenue
• Bundle pricing – starter kit (delayed until after FY ends)
• Non-member package – annual, upfront investment (to start with new FY)
• Covid-Relief discount: 10% discount on $3,000 spend, 20% discount on $5,000
spend
On/Off Track
Notes
Project Owners Key Stakeholders
• TEAM lead - Brandon
Next Steps
• Master Trainers
• Executive Director
• Board of Directors
FISCALSTABILITY
Goal: 2,000 employees per monthGoal: 7.5 trainer per month
Key Document: OrderInventoryAnalysis
Milestones
January March May July September
Review content in assets; determine FAQs MTs can answer; logistics for videos
Record MT videos; MarCommCommittee makes updates to documents
Share MT videos; Promo assets ready to share
In progress Not Started Not Started
23
Training Promotional Assets Updated 1/12/21
Manage Promotional Assets
• Training Fact Sheet
• Work Flow for new trainers
• How to customize online training
• Master Trainer videos for sales, FAQs
On/Off Track
Notes
Project Owners Key Stakeholders
• TEAM lead – Brandon
• Secondary
• Master Trainers
• Executive Director
• Board of Directors
• Comms & Marketing Chair
FISCALSTABILITY
Key Docs:
1. Fact Sheet
2. Training Promotional
3. Training Flow Chart
Key Questions:
1. What is TEAM training?
2. Why use TEAM training?
3. How does TEAM Training work?
Milestones
January March May June September
Finalize membership benefits
Finalize new tiers
Share tiers with BOD
Membership vote on tiers
Roll out new tiers structure
In progress In progress Not started Not Started Not Started
24
Membership Clarify Offerings Updated 1/12/21
Clarify Membership Offerings
• Clearly define membership benefits
• Establish new tiers of membership
On/Off Track
Notes
Project Owners Key Stakeholders
• TEAM lead - Jill
Next Steps
• Executive Director
• Membership Committee
• Board of Directors
• Concessionaire members
• Alcohol members
FISCALSTABILITY
• Tiers incorporate current member investments in TEAM beyond
dues – training products and consumer programs
• Concern is that current members will move to a lower tier
Milestones
January March May June September
Audit assetsFinalize edits to assets
Make assets available on members onlywebsite
In progress Not started Not started
25
Membership Recruitment Assets Updated 1/12/21
Manage Membership Recruitment Assets
• MOU for new members
• Value proposition
• Membership benefits
On/Off Track
Notes
Project Owners Key Stakeholders
• TEAM lead – Jill
• Secondary
Next Steps
• Executive Director
• Membership Committee
• Board of Directors
• MarComm Committee
FISCALSTABILITY
• Marketing & Communications committee is the lead on value
proposition assets
Milestones
January March April May June
Auditonboarding materials
Members only website, finalize edits to materials
Draft agenda for June membership meeting
Final agenda for June meeting
Run June membership meeting
In progress In progress Not started Not started Not started
26
Membership Engage Members Updated 1/22/21
Engage Members
• Members only website
• Onboarding materials
• Biannual membership meetings
• June: vote on next FY budget; BOD & committee survey results
• Dec: membership survey results
• Membership feedback loop
• October: Annual Report; engagement survey (results presented in Dec)
• Oct – April: Dues invoices
• April: BOD and committee surveys (results presented in June)
• Database of mission moments
On/Off Track
Notes
Project Owners Key Stakeholders
• TEAM lead - Jill
Next Steps
• Executive Director
• Membership Committee
• Board of Directors
FISCALSTABILITY
Milestones
February March April May June
Data collection/analysis plan
SME list
Include at least 1 SME in June meeting agenda
In progress In progress Not started
27
Training Data, SME Updated 1/12/21
Provide Access to Data, Subject Matter Experts
• Develop plan for data collection and analysis
• Develop and formalize list of subject matter experts and plan for
maintenance of those relationships
On/Off Track
Notes
Project Owners Key Stakeholders
• TEAM lead – Brandon
• Secondary
Next Steps
• Executive Director
• Training Committee
• Membership Committee
• Board of Directors
FISCALSTABILITY
Milestones
February April June August September
Createprospects document
Introductions with 5 prospects
Report on progress
In progress Not started Not started
28
Membership Recruit Members Updated 1/12/21
Recruit New Members
• Engage membership in prospecting and recruitment efforts by asking for
introductions to prospects
• Maintain living document of membership prospects with regularly updated
information regarding recruitment process/actions
• Report progress toward membership goals at biannual membership meetings
On/Off Track
Notes
Project Owners Key Stakeholders
• TEAM lead - Jill
Next Steps
• Executive Director
• Membership Committee
• Board of Directors
FISCALSTABILITY
Milestones
February April June August September
Develop goals for each strategic partner and develop work plan
Committee Reviews and provides feedback on plan
Outreach goals are implemented
Committee reviews edits made to website and provides feedback as
needed
Review success of outreach goals
In Progress Not started Not started Not started Not started
29
MarComm Develop Partnerships Updated 1/12/21
Develop Mutually Beneficial Partnerships
• Develop annual outreach goals with each strategic partner
• Assign MarComm committee member as liaison to each strategic partner
• Establish and develop relationship with responsibility.org
On/Off Track
Notes
Project Owners Key Stakeholders
• TEAM lead – Liz
• Secondary
Next Steps
• Executive Director
• MarComm Committee
• Board of Directors
• Strategic Partners
FISCALSTABILITY
Outreach goals should be done annually in June
Milestones
January March April May June
Audit assets
Edits are completed by TEAM staff lead and reviewed
Ongoing edits made as required
Ongoing edits made as required
Complete Not started Not started Not started
30
MarComm Value Prop Assets Updated 1/12/21
Manage Value Proposition Assets
• Value proposition
• TEAM At A Glance
• About Membership on website
• Road show deck
On/Off Track
Notes
Project Owners Key Stakeholders
• TEAM lead – Liz
• Secondary
Next Steps
• Executive Director
• MarComm Committee
• Membership Committee
• Board of Directors
FISCALSTABILITY
• Marketing & Communications committee is the lead on value
proposition assets
Milestones
January March June September
Annual schedule set
Quarterlynewsletter traffic report
Quarterlynewsletter traffic report
Quarterlynewsletter traffic report
Complete Not Started Not Started Not Started
31
MarComm Newsletter Updated 1/12/21
Manage Monthly Newsletter
• Set annual newsletter schedule
• Produce monthly
• Send the week following each BOD meeting - COE
• Update poll results monthly
• Report on traffic quarterly
On/Off Track
Notes
Project Owners Key Stakeholders
• TEAM lead – Liz
Next Steps
• Executive Director
• MarComm Committee
• Chief Operations Expert
FISCALSTABILITY
• Marketing & Communications committee is the lead on value
proposition assets
Milestones
February March April May June
Create menu of fan engagement services
Best practices of fan engagement
Refresh assets,Special project brainstorm
Special project to BOD
Special project to membership
In progress In progress Not started Not started Not started
32
Membership Fan Engagement Updated 1/12/21
Reimagine Fan Engagement Offerings
• Create menu of fan engagement services available, include ROI / cost-
benefit analysis
• Develop best practices for fan engagement
• Refresh fan engagement assets
• Develop ideas for special projects that engage multiple (if not all) TEAM
members and strategic partners
• Implement 1 special project annually
On/Off Track
Notes
Project Owners Key Stakeholders
• TEAM lead – Jill
• Secondary
Next Steps
• Executive Director
• Membership Committee
• Board of Directors
FISCALSTABILITY
Milestones
February March April May June
List of preferred vendors
Toolkits, venue alcohol policies
Complete In progress
33
Membership Fan Engagement Updated 1/12/21
Provide Fan Engagement Consultation Services
• Create venue/sport-specific fan engagement toolkits for members (logos,
contacts, sample materials, best practices)
• Maintain brand-specific fan engagement toolkits
• Venue alcohol service policies by league
• Maintain list of preferred vendors offering fan engagement solutions
• DPMS for iPad/online data collection, digital souvenir photos
• Landmark for inflatables
• Sign language for autograph walls
• VenueNext for in-app data collection
On/Off Track
Notes
Project Owners Key Stakeholders
• TEAM lead – Jill
• Secondary
Next Steps
• Executive Director
• Membership Committee
• Board of Directors
FISCALSTABILITY
Milestones
January February May July September
TEAM reaches out to sponsorship teams
Outlines for service model fees presented to MarCommCommittee
Edits to fees are made based on feedback and shared with other
committees
Final edits to service model made based on membership and board
feedback
Fee to be implemented at the start of new fiscal year
In progress In progress Not started Not started Not started
34
MarComm Sponsorship Support Updated 1/12/21
Provide Sponsorship Support Services
• Create fee for service model to manage existing responsible fan/designated
driver programs already in place at sports/entertainment venues with a
branded sponsor that is a member of TEAM Coalition
• Connect with brand teams
• Maximize sponsorships of existing responsible fan programs by sharing best
practices with brand teams
• Report on most successful sponsored fan engagement activities at biannual
meeting
On/Off Track
Notes
Project Owners Key Stakeholders
• TEAM lead – Liz
• Secondary
Next Steps
• Executive Director
• MarComm Committee
• Board of Directors
FISCALSTABILITY
GOVERNANCE
GOVERNANCE OBJECTIVES
35
TEAM’s board is engaged, comprised
of influential individuals, and
adequately prepared to represent TEAM Coalition's mission and membership
TEAM has a strong
committee structure
TEAM's financial oversight is process-
oriented and effective.
FEB MAR APR MAY JUN JUL AUG SEP
Maintain clear expectations
Cultivate culture of feedback
Recruit strategically
Budget includes input from stakeholders
Budgetary performance monitored and addressed
Maintain active committees
FY 2021 GOVERNANCE & FINANCE OBJECTIVES
GOVERNANCE
Membership Votes to Approve
Committee Chairs Submit
Budget Requests
Board Approves
Quarterly Review
Quarterly Review
Quarterly Review
Quarterly Review
Quarterly Review
Quarterly Review
ED Performance
Goals
Board Orientation
Committee Survey
Survey Results
ED Performance
Review
BOD Survey
Survey Results
Milestones
January February March June September
Bylaws, define board roles, MOU, rubric
ED performance goals
Board orientation
Complete In progress In progress
37
GovFin Clear Expectations Updated 1/12/21
Maintain Clear Expectations
Complete
• Update bylaws
• Define board member roles
• Board MOU
• Board rubric
In Progress
• Board orientation
• ED performance goals
On/Off Track
Notes
Project Owners Key Stakeholders
• TEAM lead – Christy
Next Steps
• Chief Operations Expert
• Executive Director
• GovFin Committee
GOVERNANCE
Milestones
January February April June September
Consent agendas,monthly financial review, chairs reports
ED performance goals approved
Board self-eval survey
shared
Survey results shared
ED evaluation
Complete In progress In progress
38
GovFin Culture of Feedback Updated 1/22/21
Culture of Feedback
Complete
• Utilize consent agendas
• Treasurer shares financial standing monthly
• File management system for important documents
• Committee chairs report monthly
In Progress
• Board self-evaluation survey
• ED evaluation
On/Off Track
Notes
Project Owners Key Stakeholders
• TEAM lead – Christy
Next Steps
• Chief Operations Expert
• Executive Director
• GovFin Committee
• Treasurer
GOVERNANCE
Milestones
January February April May June September
Consent agendas,treasurer report, docs online
Board survey finalized
Board survey shared
Board survey data collection
Board survey results shared
ED review
Complete In progress Not started Not started Not started Not started
39
GovFin Culture of Feedback Updated 1/12/21
Recruit Strategically
• Ask board members to submit lists of board prospects
• Treasurer shares financial standing monthly
• Board self-eval/engagement survey annually
• Board reviews survey results, recommends changes
• Maintain all important organizational documents securely online
• ED performance review
On/Off Track
Notes
Project Owners Key Stakeholders
• TEAM lead – Christy
Next Steps
• Chief Operations Expert
• Executive Director
• GovFin Committee
GOVERNANCE
Milestones
April May June
• Committee chairs submit budget requests to GovFin
• GovFin develops next FY budget
• Board reviews budget and approves it for membership review
• Membership receives next FY budget for review
Membership votes to approve next FY budget at membership meeting
In progress Not started Not started
40
GovFin Budget Development Updated 1/22/21
Budget Includes Input from Stakeholders
• Committee chairs provide budget requests for next fiscal year
• GovFin creates next FY budget
• Board approves next FY budget
• Membership votes to approve next FY budget
On/Off Track
Notes
Project Owners Key Stakeholders
• TEAM lead – Christy
Next Steps
• Chief Operations Expert
• Executive Director
• GovFin Committee
• Treasurer
• Committee chairs
GOVERNANCE
Milestones
Feb March April May June July Aug Sept
Monthly
Financial
review
Mid-FY
budget to
actual
comparison
Monthly
Financial
review
Monthly
Financial
review
FY Q3
budget to
actual
comparison
Monthly
Financial
review
Monthly
Financial
review
FY year-end
budget to
actual
comparison
In
progressNot started
Not
started
Not
startedNot started
Not
started
Not
startedNot started
41
GovFin Budget Monitored Updated 1/22/21
Budgetary Performance Monitored, Addressed
• GovFin updates financials monthly
• Treasurer presents financial review to the board monthly
• Revenue expectations adjusted according to training sales, membership
dues collection
On/Off Track
Notes
Project Owners Key Stakeholders
• TEAM lead – Christy
Next Steps
• Chief Operations Expert
• Executive Director
• Treasurer
GOVERNANCE
Milestones
March June Sept
Mid-FY strategic plan review FY Q3 strategic plan review FY year-end strategic plan review
In progress Not started Not started
42
GovFin Active Committees Updated 1/22/21
Maintain Active Committees
• Training, MarComm and Membership committees meet monthly
• Agendas, minutes are maintained and available in drop box folders
• Strategic plan doc is updated monthly
• Projects and goals are on track
• Greater than 50% of member orgs are represented on committees
On/Off Track
Notes
Project Owners Key Stakeholders
• TEAM lead – Christy
Next Steps
• Chief Operations Expert
• Committee Chairs
• Committee Liaisons
GOVERNANCE