Strategic Projects Report – Q3

Content: Term Shift, MC-LC Cooperation Customization

towards LCs potential, Financial Model,

Term Shift Mgmt ReportQ32013

Goals of the project

Optimizing timeline of organizational general processes towards external, internal & network realities to boost ELD long term performance while

maintaining members’ high quality AIESEC experience.

Milestones of the project• Presentation of the idea during SumCo, gaining trust of

AIESEC in Poland towards possible change• Data collection and preperations• ST work• Gathering BOA feedback• Compendium correction preperation – I + II• Voting for the change on General Assembly - I• Presentation of the proposal to the LCPs with gathering

topics to work on• Voting for the change on General Assembly - II• Providing education towards change management• Monitoring Implementation

I – term shift 13.14II – term shift 2015

Overall Factors

• Well planned timeline - P

• SumCo shocking teraphy for the network – P

• LCPs highly open for changes, having trust in MC

– P

• High-quality outcome of ST work - P

• Talking, talking, talking – P

Term Shift Mgmt in Q3 2013

Key Achievements:

• Completed decision making process - Annual Term will be incorporated to AIESEC in Poland from 2015!

• Trust of the network towards the change

• AIESEC in Poland (MC, LCs) has a calendar for 2 years in advance ;]

Key Non-Achievements

• Lack of functional feedback and analysis of term shift impact for the area

Term Shift Mgmt in upcoming time

Priorities for October:

• Functional (MCVP) analysis for LCs’ structure recommendation

• Analysis consolidation (OD)

• (!!!) Assuming initial structure for MC 14.15 [crucial for creation LC structures]

Priorities for Q4:

• Releasing MC recommendations towards 2014 local structues (Virtually or Physically)

• (!!!) Transition for EBs [5W]

MC-LC Cooperation Customization Report

August 2013

Goals of the project

Designing & providing strategic organizational initiatives connecting MC and

LC in a way to:

• enable LCs’ short-term growth• enable LCs’ capitalization on own potential

• address diversity of LC realities• maximize on the limited limeline & resources

Piliars of the project

CoachingNational

Conference Cycle

LC Planning

Milestones of the Coaching sub-project

• Current state analysis• Desired state envisioning• Coaching strategy creation• Feedback gathering & correction• Coaching application releasment• LC Coaches allocation• LC Coaches announcement• Creation of coaching tools• Coaches education• Coaches and coaching timeline management• Coaching round feedback gathering & evaluation• Coaching strategy improvement

Overall Factors1st part of the new coaching strategy is almost done—creation of strategy and materials, education & visits (last visits are already scheduled).More than 70% of all coaching visits have been deliver to the LCs.Good response from the LCs and MC.Better understanding of the local reality.

Coaching sub-project in Q3 2013

Key Achievements:

• Current state analysis• Desired state envisioning• Coaching strategy creation• Feedback gathering &

correction• Coaching application

releasment• LC Coaches allocation• LC Coaches announcement• Creation of coaching tools• Coaches education• Coaches and coaching

timeline management

Key Non-Achievements

• Materials in the teambox are incomplete.

• Not all the areas that were assigned are going to deliver coaching.

Coaching sub-projectin upcoming time

Priorities for October:

• Send coaching evaluation (part 1)

• GDC- 1st Monthly skype meeting.

• Gathering of all outputs.

Priorities for Q4:

• General Tracking.

Milestones of the National Conference Cycle sub-project

• Current state analysis• Desired state envisioning• National Conference Cycle creation• Feedback gathering & correction• Conference Cycle I + application releasment• SumCo preperations & delivery

management• SumCo evaluation• Organizing LCs allocation

Milestones of the National Conference Cycle sub-project

• Summits preperations & delivery management• Conference Cycle II + application releasment• Summits preperations & delivery management• Summits evaluation• Winco preperations & delivery management• Winco evaluation• MultiTo preperations & delivery management• Multito evaluation• Further platforms preperations & delivery

management• Further platforms evaluation

Overall Factors

• Querulous but soo talented MC Team! Great

SumCo & ELD Summitt (!) Delivery - P

• Lack of LCPs responsibility for common good –

late selection or lack of hosting LC – N

• Lack of Conference Manager role assignment at

the beginning of the term - N• Skip of Ewa as WinCo Conference Manager - N

National Conference Cycle in Q3 2013

Key Achievements:

• Long term, refreshed conference cycle creation

• SumCo delivery• ELD Summitt delivery

Key Non-Achievements:

• No physical NPM ;(• Lack of OD – TM – NET

rules of cooperation establishment towards WinCo

• No Conferenace Managers for upcoming conferences

National Conference Cycle in upcoming time

Priorities for October:

• Conference Managers Assignment!

• OD – TM – NET meeting for WinCo

Priorities for Q4:

• External Summitt Delivery

• WinCo Preperations Management & Delivery

Milestones of the LC Planning sub-project

• Planning 2013 evaluation [MCVP OD, BOA, ST]• Desired state envisioning• Planning process creation• Feedback gathering & correction• Planning process elements delegating• Providing feedback & correction• Planning process consolidation• Planning process educating [NMP]• Planning process implementation monitoring• LC plans gathering• Feedback towards LC plans by MC team• LC plans correction• Final consolidation of LC plans

Overall Factors

• BOA advices – P• DRAMATIC timeline for process creation &

consolidation – N• Limited psychical platforms for contact with MC

Team – N• Simply too much priorities in the same time of the

whole team - N• Virtual Education – N• Low alignment to the proces of LCPs - N

LC Planning in Q3 2013

Key Achievements:

• Planning 2014 being released!– Logic of the process– Tools (AMS )

Key Non-Achievements

• Lack of process importance understanding among LCs

• Virtual education

Key priorities in October:

• LCs progres monitoring

• Feedback process creation

Key priorities in Q4:

• LCs progress monitoring

• Feedback process delivery

• LC 2014 Plans gathering

• Plans Transition & Review strategy creation

LC Planning in upcoming time

Financial Model ReportQ3 2013

Goals of the project

• Increasing financial sustainability of organisation

• Filling income gap hole in MC budget• Ensuring aligment of MoS between

MC & LC

Milestones of the project

• Collecting data from LCs – 09.09.13 - DONE• Analysis done by FD – 30.09.13- in

progress• First WG meeting – 12-23.10.13 – to be

done• Second WG meeting – 14-16.11.13 • Output creation – 22.11.13• Presentation to the network 12.12.13• Voting new Financial Model – 26.01.14

Overall Factors

• Other priorities during this Quarter• Timeline of the project is more

focused on work in Q4 • Great support from our BoA !

Financial Model in Q3 2013

Key Achievements:• Understending of

project by @PLAD during SumCo

• Data needed is gathered from LCs

• Application released

Key Non-Achievements

• Lack of data analysys yet

• Timeline of the project shifted

Financial Model in Q4Key strategies for next

month:

• Work, work, work• Meetings with WG• Creation of

redistribution model

Key challenges for next month:

• Application for WG• A lot of strategic

projects for Finance area at the same time