Strategic Planning Assessment and Development. Assessment: Club Attitude Membership declines...

Strategic PlanningStrategic Planning

Assessment and DevelopmentAssessment and Development

Assessment:Assessment:Club AttitudeClub Attitude

Membershipdeclines

ProjectsBecome stale

or less successful

Struggles to gainnew members

Member Member Survey/BrainstormingSurvey/Brainstorming

Where to Begin?Where to Begin?– Assess member satisfactionAssess member satisfaction– Determine what the members believe Determine what the members believe

are the key points of Pilot membershipare the key points of Pilot membership Member SurveyMember Survey Brainstorming SessionBrainstorming Session

BrainstormingBrainstormingExercise #1Exercise #1

What can you do through Pilot?What can you do through Pilot?

What can Pilot do for you?What can Pilot do for you?

Recorder:Recorder:

Write down every idea…no Write down every idea…no discussiondiscussion


Which club projects do you want to Which club projects do you want to continue?continue?

– List several examples, noting whether List several examples, noting whether they are:they are:

Hands-on service projectHands-on service project Collaborative project with another Collaborative project with another

organizationorganization Signature projectSignature project


Which club fundraisers do you Which club fundraisers do you want to continue?want to continue?– For each fundraiser listed, note For each fundraiser listed, note

whether it is whether it is primarilyprimarily designed to: designed to: Sell somethingSell something Provide club visibilityProvide club visibility

Brainstorming ResultsBrainstorming Results

Membership Benefits

Club ProjectsClub Resources

Developing a Strategic Developing a Strategic PlanPlan

Assessment

Development

Strategic Plan

Strategic PlanStrategic PlanStep #1Step #1

Mission Statement – Keeping your Mission Statement – Keeping your brainstorming results in mind, brainstorming results in mind, write a Mission Statement.write a Mission Statement.– One sentence that describes your One sentence that describes your

overall purpose. Be sure it is clear overall purpose. Be sure it is clear and concise.and concise.

““To provide service to our community, To provide service to our community, focusing on brain-related disorders.”focusing on brain-related disorders.”


Vision Statement – With your Vision Statement – With your brainstorming results in mind, write brainstorming results in mind, write a Vision Statement.a Vision Statement.– Define what you want your club to be.Define what you want your club to be.– Be positive and inspiringBe positive and inspiring– ““The sky’s the limit!”The sky’s the limit!”

“To triple our membership with friendship, fun and laughter.”


Identify StakeholdersIdentify Stakeholders– External: Individuals or groups of External: Individuals or groups of

individuals over which your club has individuals over which your club has no direct control.no direct control.

– Internal: Individuals or groups over Internal: Individuals or groups over which your club has direct control.which your club has direct control.

External: Pilot International, Southwestern District, Jeffco Action Center

Internal: Members


Identify Identify StrengthsStrengths– Find the positives Find the positives

in all three areasin all three areas– Visualize how Visualize how

they they benefit/complembenefit/complement each otherent each other

Membership Benefits



Identify Areas of Identify Areas of ImprovementImprovement– Think creatively Think creatively

about how you about how you can improvecan improve

– Recognize areas Recognize areas that are “on the that are “on the fringe”fringe”

Membership Benefits



EstablishEstablish Goals Goals and Objectives and Objectives– Goals are general statements about Goals are general statements about

what you need to accomplish to what you need to accomplish to meet your mission, or purpose.meet your mission, or purpose.

– Goals should address the strengths Goals should address the strengths and challenges identified in the club and challenges identified in the club assessment.assessment.

– You should have at least one Goal You should have at least one Goal for each area within your club.for each area within your club.


Establish Goals and Establish Goals and ObjectivesObjectives– Objectives are specific actions that Objectives are specific actions that

will support your goal statement.will support your goal statement.

Strategic PlanStrategic PlanStep #6 - ExampleStep #6 - Example

PROJECTS PROJECTS DIVISIONDIVISION

GOALSGOALS OBJECTIVESOBJECTIVES

Expand on Expand on partnership partnership projectsprojects

Seek out additional Seek out additional opportunities with Jeffco Action opportunities with Jeffco Action CenterCenter


Identify Identify StrategiesStrategies that will help that will help you accomplish your goal.you accomplish your goal.– Strategies are specific activities that Strategies are specific activities that

must be undertaken to ensure must be undertaken to ensure effective implementation and effective implementation and accomplishment of the goal.accomplishment of the goal.

Strategic PlanStrategic PlanStep #7 - ExampleStep #7 - Example

PROJECTS PROJECTS DIVISIONDIVISION

GOALSGOALS OBJECTIVESOBJECTIVES STRATEGIESSTRATEGIES

Expand on Expand on partnership partnership projectsprojects

Seek out additional Seek out additional opportunities with opportunities with Jeffco Action Jeffco Action CenterCenter

Obtain Obtain information oninformation on

--Santa Shop--Santa Shop

--Spring --Spring Beautiful Junk Beautiful Junk SaleSale

Strategic PlanStrategic PlanSteps #8 and #9Steps #8 and #9

Identify who is Identify who is ResponsibleResponsible– Assign a member(s) to be Assign a member(s) to be

responsible for each of your responsible for each of your Strategies.Strategies.

Identify a Identify a Target DateTarget Date– Establish a date when each activity Establish a date when each activity

should be accomplishedshould be accomplished

Strategic PlanStrategic PlanStep #8 and #9 - Step #8 and #9 -

ExampleExamplePROJECTS PROJECTS DIVISIONDIVISION

STRATEGIESSTRATEGIES RESPONSIBILITRESPONSIBILITYY

TARGET TARGET DATEDATE

ObtainObtain

information oninformation on

--Santa Shop--Santa Shop

--Spring --Spring Beautiful Junk Beautiful Junk SaleSale

AlaynaAlayna

LoriLoriOctoberOctober

JanuaryJanuary

Strategic PlanStrategic Plan

Repeat Step #7 - Step #9, Repeat Step #7 - Step #9, developing specific Strategies for developing specific Strategies for each Objective in your Plan.each Objective in your Plan.

“Lather…Rinse…Repeat”

Revisiting your Revisiting your Strategic PlanStrategic Plan

Don’t let your strategic plan sit on a Don’t let your strategic plan sit on a shelf and collect dustshelf and collect dust

Review your goals and objectives at Review your goals and objectives at mid-year and evaluate your progressmid-year and evaluate your progress

Update your strategic plan each Update your strategic plan each year in May/Juneyear in May/June– Keep what worked wellKeep what worked well– Revise/discard what was less successfulRevise/discard what was less successful– Leave the door open for new ideasLeave the door open for new ideas

Strategic Plan Strategic Plan TemplateTemplate

Strategic Planning Assessment and Development. Assessment: Club Attitude Membership declines...

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