Professional Chapters Council
In-person Chapter Strategic Planning/Facilitation Guide
Following is a brief overview of suggested steps and activities once the PCC has agreed to an in-person
planning session with chapter leadership.
Pre-planning
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Obtain past years strategic plans, budgets and year end financials from AMA Global
Obtain retention rates and membership numbers for prior 3 years from AMA Global
Check in with the chapter’s past PCC reps to see if there are any lingering issues
If the Chapter has a paid admin or ED, get a list of the responsibilities
Look into the types of events is the chapter holding (lunch, dinner, SIG, Happy Hours etc)
Hold a conference call with chapter leadership, ideally President, Past-President and President
Elect to identify key issues and why they want PCC involvement
In-person Session Planning
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Assign roles and responsibilities
Decide who and how will stronger personalities be handled
Determine what is the desired outcome of the session
Post Session
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Report back to AMA Global and the PCC on the session
Provide any follow up items/mentors to the chapter