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The Construction Specifications Institute Looking At Your Year Ahead Kathy Proctor, FCSI, CDT.
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Transcript of The Construction Specifications Institute Looking At Your Year Ahead Kathy Proctor, FCSI, CDT.
The Construction Specifications Institute
Looking At Your Year Ahead
Kathy Proctor, FCSI, CDT
Today’s Objectives• Learn how a simple planning session can structure
your year.• Develop a chapter calendar with key milestones.• Use the calendar to get key commitments from
committee chairs.• Ensure that chapter resources are used efficiently
through careful scheduling.• Enjoy your time as a leader.
2
What Type of Planning Does Your Chapter Do?
• Have a 3 – 5 year long-range plan?• Have a chapter operating guide?• Hold a planning meeting before (or at the) start of the
new year?• Trying to get something organized and are looking
for ideas?
3
Let’s Make a Plan!
“Good fortune is what happens when
opportunity meets with good planning.”
Thomas Alvin Edison
4
Planning Session• When?
May through June
• Who?BoardCommittee Chairs
• How Long?4 hours
• Where?Appropriate space is important
5
Supplies & Equipment Needed
• Flip Chart• Post it Notes• Dots• Calendar Grid (12 – 15 month)• Markers & Pens• Camera• Projector, computer• Internet
6
Handouts / Resources• Calendars• Chapter Operating Guides• Job Descriptions• Budgets (proposed and previous year)• Long Range Plan
7
Before the Session
Executive Team Meets– Review chapter long-
range plan– Agree on key directives
for the year– Review or establish
budget
8
Structure of the Meeting1. Introduction
2. Review of Last Year
3. Strategic Direction for this Year
4. Goal Setting
5. Report Out
6. Capture Information
9
IntroductionIntro from facilitator or incoming President
– What you intend to accomplish– Importance of each person’s contribution– What you will do with the information
• Communicate it to membership– Publish in newsletter– Post on chapter website
• Use to manage monthly progress
10
Review Last Year• What’s Hot!
What’s Not!• Identify strengths and
weaknesses• Use flip chart to record
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Set Strategic Direction
• Outcomes from ExCom meeting
• Quick review of finances• Challenge to committees
12
Goal Setting – Breakout Session• Small groups with similar interests
– i.e.: Education, Certification, Technical
• Develop committee goals– Format
• The (which) committee will do (what) by (when).• Resources needed:
– Support from other committees
– Volunteers
– Financial
• Capture on Flip Charts
13
Report Out
Committees present goals
– Identify conflicts– Commitments before
peers– Record on Chapter
Calendar
14
The CalendarSchedule for 12-15 months
15
The Calendar• Start with a blank grid• Put in the days, dates
and months• Use as the base to chart
your course
16
The Calendar• Identify key dates
– Chapter meetings– Conferences– Product show– Study course– Institute deadlines– Award submittal deadlines
17
Other Calendar Information• Newsletter articles
– Schedule publication months for special topics– Get committee chairs to commit to write
• Key dates of other organizations
18
Manage Your ResourcesDo you need to change dates?
– Over-commitments of volunteers– Watch your $$$$$
• Incomes vs. Expenditures
– Check conflicts with other organizations• Nearby chapters• Other industry organizations
19
Capture the Information• Schedule
– Photo the calendar– Have a scribe record the events
by date
• Goals– Type into a word document
• Review with leadership team• This becomes your road map
for the year
20
The Construction Specifications Institute
15 Month Calendar
21
Transfer to Spreadsheet
22
Transfer to Gant Chart
23
Manage Your Year Ahead
• Board meeting uses calendar milestones
• Check progress• Identify new conflicts• Determine needed
resources
24
Outcomes
• Ease of communication• Everyone knows what
is expected• Easy transition using
15 month plan• Have a successful
term
25
“Planning is bringing the future into the present so that you can do something about it now”
Alan Lakein
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