2013 Strategic Plan

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Strategic Committee TimelineJune

Strategic Planning Meeting

August Board Meeting

November Board MeetingJanuary Officers Meeting

February Board MeetingImplementation of Goals

Target Development of S.M.A.R.T. Goals

Strategic Committee Progress Report

Strategic CommitteeProposes KSMs

Strategic Committee Recommendation to Board for Approval; Goals set

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Strategic Committee TimelineMay• Strategic Committee to meet and organize/formulate agenda for the Planning MeetingJune• Planning Meeting • Formulate goals/timelineJuly• Officers Meeting• Strategic Committee to submit proposed goals/timeline to OfficersAugust• Board Meeting• Strategic Committee chairperson to attend board meeting and report progressNovember• Board Meeting = Planning meeting for upcoming year• Strategic Committee chairperson presents proposed goals/timeline for board approvalJanuary• Officers Meeting (invite Committee Chairs)• Review goals/timeline approved at November Board Meeting and develop milestonesFebruary• Board Meeting – present goals/timeline for implementation

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2013 SWOT Analysis

Strengths – “leverage” Relevant CLEs Competition coming (National trend) Financial strength Strong relationship with ACC Robust sponsorship program Board participation (institutional knowledge) Engaged sponsors

Weaknesses – “eliminate” Measuring membership participation Strategic implementation Use of technology Participation at social events Understanding of members

Opportunities – “exploit” Increasing use of social media Career development Smaller law departments Law department growth CLO Forums Help sponsors with programming

Threats – “mitigate” Budget constraints (of members) Increased competition Board member engagement and being valued

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Future MetricsMembership• How far are members willing to travel• Number of CLEs and other events attended by each member (by event: CLE, Social, Other)• Practice areas of interest• Involvement by members in other CO-ACC activities (Board, etc.)• Industry • Actual practice area• Participation in other organizations• What members value (CLE, Resources, Networking, etc.)• Other areas of interest (Leadership, Financial, Soft Skills)• Interests (Non-professional/personal)• Geographic location of work• Large law memberships and available memberships• Company penetration• Growth/Lapsed/Prospects• LinkedIn participation• Hits on website

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Future MetricsCLE• Attendance by time of day• Attendance by topic• Attendance by sponsor• Topic frequency• Average attendance at CLE• Attendance by venue/location• Attendance by member/non-member/student• Attendance by company

Financials• Year after year comparison

Strategic Plan/Goal Setting• Analysis/measurement of execution of strategic plan

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Future MetricsSocial/Networking• Desired location• Overall satisfaction

Community Outreach• Member satisfaction

Board• Participation (Meeting, CLE, etc.)• Satisfaction

Sponsor• Satisfaction/feedback (Survey/Meeting/Phone Call)• Feedback on sponsorship program (Soliciting sponsors)• Response rate, size of sponsor• Analysis of sponsors (Attendance, working with CO-ACC, understanding of process, etc.)

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Strategic Committee TimelineMay• Strategic Committee to meet and organize/formulate agenda for the Strategic Planning Mtg.June• Strategic Planning Meeting • Formulate goals/timelineJuly• Officers Meeting• Strategic Committee to submit proposed goals/timeline to OfficersAugust• Board Meeting• Strategic Committee chairperson to attend board meeting and report progressNovember• Board Meeting = Planning meeting for upcoming year• Strategic Committee chairperson presents proposed goals/timeline for board approvalJanuary• Officers Meeting (invite Committee Chairs)• Review goals/timeline approved at November Board Meeting and develop milestonesFebruary• Board Meeting – present goals/timeline for implementation during the year.

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Next StepsFormation of Strategic Committee• Five (5) member committee consisting of:

President Vice President (VP takes lead)Three (3) At-Large Directors

The Strategic Committee will review plans from last three (3) years and formulate a plan for the August Board Meeting. The 2013 Strategic Committee will be:

Patricia Castro Jessica Mayer

Katie RussellBob GageRuss Dempsey

Bob Gage will take the lead between now and the end of this year.