Time to Pivot 3 1 5/26/2020 4 5 6 2 5/26/2020 7 8 9 3 - - PDF document
5/26/2020 St St r at egi c c Pl Pl anni nni ng ng 1 BACKGROUND DEVELOPED A Strategic Plan FACILITATED Other Chapter ASSISTED Creation of our SERVED On the Boards of and approach Strategic companys first four different
DEVELOPED A Strategic Plan and approach during my Presidency (2014-2015) FACILITATED Other Chapter Strategic Planning Sessions over the past 5 years ASSISTED Creation of our company’s first ever 5-year strategic plan SERVED On the Boards of four different nonprofits
Covid Aftereffects – A Prolonged Economic Recessionary Environment? "Rough waters are truer tests of
ship has a good captain." Swedish proverb
Why Strategic Planning Is So Important
Create the Vision Creates Alignment, Engagement, Commitment and Excitement Develops Priorities Develops Your Roadmap Sets the Chapter up for Long-Term Success
Prepare yourself for what will be different Set focus
initial areas Start planning now Create a vision for each committee Develop a planning process & approach Strong focus on execution
and priorities may be elsewhere
this will affect membership, program attendance and sponsorship)
for some period
the "new normal" is mandatory.
retreat into your shell, be aggressive about communicating the value of SMPS.
thoughts on what the chapter should focus on this year.
This will go a long way to building engagement that will be critical when you become president and program leader.
you planning approach for the entire summer.
Most overused word in the business lexicon How do we offer opportunities for our members to connect? How do we better articulate the value of being a member? What is our retention strategy this year? What is our recruiting strategy? How will we deal with members who have been laid off our furloughed? How do we integrate and engage “new” members?
Most overused word in the business lexicon How long should we offer virtual programs? How do we decide when it’s ”safe” to hold in‐person events? How should we hold in person events so that the health and safety of our attendees is front and center? What is our longer‐term pricing strategy for virtual programs? Do we continue to offer “free” attendance for members? How do we approach speakers that want to be paid? When do we start offering programs that are non‐pandemic/economic related?
Most overused word in the business lexicon How do we most effectively communicate with our members and non‐members? How do we “elevate” our communications to stand out above the noise? How can we better align communications with all our committee priorities? How can we better communicate internally with BOD and within our committees? What technologies can we leverage to do so?
Most overused word in the business lexicon How do we build a budget with so many unknowns? Should we budget for a profit? Do we have enough reserves in case they are needed? How do we approach our sponsors this year? What does our cash flow look like if we lose members, sponsors and/or have a reduction in our program revenue? What areas should we continue or start to invest in? What new revenue generation approaches could be out there that we have not considered before?
some) for some time in June and at least one (or two more) in July and/or August
what you want to accomplish and what the outcomes should be
How are people feeling and dealing with everything?
realistic, but at the same time be optimistic. Now is the time to project confidence and certainty that as a team we will get through this.
what being a BOD member means.
that you think is most critical for us to focus on from your perspective?"
build consensus on some key issues for each committee
Assign each committee BOD leader "homework" - so that at the next strategic planning meeting they will be able to present a refined vision of their priorities for the year (after they meet with their committee members)
Most overused word in the business lexicon
points that were discussed and raised
"chapter-wide" goals for FY 2020. Discuss "theme" for the year.
Business
Connect
Event
(w/UBER)
#11
Meeting
– Summer
#10
SEP OCT NOV DEC JAN FEB MAR APR MAY JUN JUL AUG
goals that we have set for ourselves.
reports on progress at every meeting.
approaches
Prepare yourself for what will be different Set focus
initial areas Start planning now Create a vision for each committee Develop a planning process & approach Strong focus on execution
Cont act Ben Saw a CLS 2020 Com m i t t ee Chai r & Vi ce Pr esi dent , M ar ket i ng G EI Consul t ant s, I nc. bsaw a@ gei consul t ant s. com THANK YO U!