Strategic Planning Meeting
November 17, 2007
Chapter Goals for 2008
MAXIMIZE * MARKET * MAINTAIN
GOAL: Increase attendance at Chapter meetings by 100% by December 31, 2008.
• OBJECTIVE: Increase frequency of announcements for monthly Chapter meetings. (Announcements to include: three email announcements/reminders: –
1) sent the third week of month prior to upcoming Chapter meeting,
2) sent the fourth week of month prior to upcoming Chapter meeting,
3) sent one week before the Chapter meeting and one postcard announcement/reminder – sent day after previous month’s Chapter meeting.)
Action Item:
- Debra to begin increased distribution of emails by 12/6/07.
- Mike and Larry to research costs of outside supplier for providing postcards by 12/6/07, first mailing 1/4/08.
• OBJECTIVE: Provide Chapter meeting announcements to membership via postcard mailed to preferred address. (To be mailed the day after current month Chapter meeting - e.g. on January 4th the February Chapter meeting postcard announcement would be mailed out.)
Action Item:
- Debra to provide mailing addresses to Mike by 12/31/07.
- Mike (or arranged outside supplier) mail postcards by the Friday after previous Chapter meeting (first one mailed on 1/4/08)
• OBJECTIVE: Seek out program topics/speakers that appeal to the diversity of members. (Include all topics of interest to Chapter members, e.g. technology, consulting, etc.)
Action Item:
- Sam to review Chapter Membership Survey program feedback by 12/31/07. Provide program evaluations at each meeting and review
program comments/feedback/suggestions (ongoing at monthly chapter meetings).
• OBJECTIVE: Create and implement Professional Development Networks (PDNs) that appeal to members. (Immediately advertise Consulting PDN – contact John or Sam for information)
Action Item:
- Debra to include Consulting PDN on all email announcements by 12/3/07.
- Larry/Brent to post Consulting PDN on website by 11/30/07.
- Mike to include information about Consulting PDN on internal communications, ongoing beginning 11/30/07.
- John and Sam to be available for questions/answers regarding Consulting PDN, sign up members, conduct PDN, ongoing beginning 11/30/07.
• OBJECTIVE: Create committees to support Board position responsibilities and provide for succession planning.
Action Item:
- All Board members are encouraged to recruit replacements for their Board positions for 2009, by 7/31/08.
- All Board members are encouraged to establish committees to help with tasks related to position responsibilities by 2/29/08.
GOAL: Increase Chapter membership by 25 % by December 31, 2008.
• OBJECTIVE: Send Chapter membership expiration notices/reminders to members, two months before membership expiration date.
Action Item:
- Debra to establish expiration tickler file in database by 12/31/07.
- Debra to begin sending expiration notice/reminder emails by 1/1/08.
• OBJECTIVE: Contact Chapter members whose memberships have lapsed.
Encourage them to rejoin.
Action Item:
- Debra to solicit “lapsed” members by 12/31/07.
• OBJECTIVE: Increase external marketing of diverse training professionals (field/expertise) within corporations encouraging corporate memberships.
Action Item: - John (until VP Marketing is filled) to send corporations information on corporate memberships by 1/31/08.
- Mike to create “invitation” letter by 1/31/08.
- John (until VP Marketing is filled) to create mailing labels, stuff invitation letter, Chapter brochure and mail to perspective members.
- All Board members share information on community events where Chapter can be marketed by 1/31/08 and ongoing.
- John (until VP Marketing is filled) to attend community events (e.g. Southwest Learning Summit and Exposition – August 2008 and ongoing).
• OBJECTIVE: Increase internal marketing of diverse training professionals (field/expertise) within membership.
Action Item:
- Mike to emphasis special program topic (field/expertise) on upcoming program fliers at Chapter meetings.
- Sam to make verbal announcements at Chapter meetings emphasizing special (field/expertise) topic.
• OBJECTIVE: Increase internal marketing of future Chapter meetings (rolling calendar announcements distributed at Chapter meetings).
Action Item:
- Mike to create, print and distribute upcoming program fliers at Chapter meetings.
- Sam to provide upcoming program information to Mike.
• OBJECTIVE: Create and implement Professional Development Networks (PDNs) that appeal to members.
Action Item:
- All Board members solicit members to determine field/topic of interest and establish “lead” for each of the PDNs.
GOAL: Increase Lead Learning Partners by two and sponsorships by two by December 31, 2008.
• OBJECTIVE: Increase external marketing of corporations encouraging them to support our Chapter by being Lead Learning Partner and/or pay to advertise on our website.
Action Item:
- John (until VP Marketing is filled) to send corporations information on Lead Learning Partner and sponsorship opportunities and benefits by January 31, 2008.