To:
From:
Subject:
Date:
NCMA Board of Directors
Larry Trowel, CPCM, CFCM
PY15 Chair, Strategic Planning Committee
Strategic Planning Committee Interim Report
October 15, 2014
Executive Summary
The purpose of this Board Brief is to summarize the priorities and major activities of the Strategic
Planning Committee (SPC) from July – October 2014.
SPC Committee Membership
The following are members of the PY15 SPC:
Larry Trowel, President, Committee Chair
Russ Blaine, Past President
Penny White, President Elect
Michael Fischetti, Executive Director
Sara Brown
Allie Stanzione
Terry Raney
Bill Kaplan
Sam Smith, CFO
SPC PY15 Committee Priorities




Refine the Association's strategic planning process using the draft process developed in PY14
Refine the details for conducting a repeatable environmental assessment
Conduct an environmental assessment in PY15 using the refined process
Lead collaboration with Education and PS&E committees to develop vision for NCMA in 2020
(education + certification + accreditation + Programs)
Key activities
1. The Committee finalized the revised Strategic Planning Process Map (dated Oct 7 2014) drafted by the PY14 SPC. (Attached)
2. The Committee will use the Strategic Planning Process Map in PY15 to establish a strategic vision for NCMA as follows:

a. Analysis of " Existing Data " -
-- Bill Kaplan and Megan Keating (HQ staff) will summarize what they are seeing on the
Linked in forum that would be relevant to Strategic Planning.
-- Mike Fischetti will gather up the "Existing Data" (Marketing Data, latest membership survey results, latest focus group results). We will move ahead now with the data we have…after GCMS, we'll take a look at the newest focus group data from GCMS. The data will be loaded on to a shared folder the teams can access.
-- We'll assemble a team of 6 NCMA members to review the above data looking for comments and ideas relevant to strategic planning. We’ll use the draft “People to Watch" list to build this team. We are open to any other recommendations for the team.
-- One of the SPC members will lead this team of 6 members in the analysis.
-- We will target to get this analysis done by December 31st . b. Collection and analysis of "New information :"
-- The Committee will pick 8-10 contract management "thought leaders" from the BoA and CoF for brief 30-minute phone interviews. We'll ask these “thought leaders” 3-4 open-ended questions intended to get their views on the current and future business environment, the future of contract management, and what NCMA ought to look like or ought to be doing in 5 years.
-- To do this, we'll establish four two-person teams to conduct the thought leader phone calls. Each team will have an SPC Committee member and one or two members from the “Existing
Data” analysis team above. Each team will be assigned to make 2-3 phone calls to the selected “thought leaders.”
-- We'll collect the feedback from the phone interviews and analyze
-- We should be able to complete this by February 28 th .
c. Build a draft NCMA 2020 Vision statement
-- Using the input from the existing data and the new information (in-person interviews), we'll build a series of NCMA 2020 statements…statements that describe how NCMA will look in 2020
-- These statements will reflect how we want NCMA to look (proactive) and how we will need to look given the environment in 2020 (more reactive).
d. We'll then broaden the discussion of the NCMA 2020 statements through the BoD, BoA,
CoF, through discussions at the March Symposium. We’ll also engage the Professional Education,
Professional Standards and Ethics, and Chapter Development Committees in this discussion.
-- The final product will be a series of vision statements that describe NCMA in 2020.
-- We should be able to wrap up the process by the end of the PY (June 30 th ) .

-- The next step will be to put in place implementing ideas and processes for PY16 that drive us in the direction of the 2020 statements.
-- We can use 2016 World Congress to present the finalized NCMA 2020 statements…and to continue the discussion in PY16 and beyond. e. This process does not need to be repeated each year, but done periodically as determined necessary by the BoD or the SPC.
Recommendation: None. This Board brief is provided for information only. The Committee welcomes comments and suggestions with regard to the PY15 process laid out above.
Larry Trowel
PY15 SPC Committee Chair
Attachment
NCMA PY15 Strategic Planning Process Map