Chapter Goal Setting
“Without goals, and plans to reach them, you are like a ship that has set sail with no destination.” - Fitzhugh Dodson
Directions: Complete and submit this goal sheet and Chapter Checklist to ACC National via chapters@acc.org by July 31, 2015.
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Chapter goals should be aligned with the College’s Strategic Plan and be SMART (Specific, Measurable, Achievable, Relevant, Timely).
ACC National will review funding requests for strategic initiatives where there is a demonstrated need.
In creating goals, please consider:
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Evidence of Success: (How will you know that you are making progress? What are your benchmarks?)
Evaluation Process: (How will you determine that your goal has been reached? What are your measures?)
INTENTION
What do you want to achieve?
SPECIFIC
Who? What? Why?
Where? When?
MEASURABLE
How much? How often?
How many?
ACHIEVABLE
Achievable within Chapter’s
known constraints? Resources
available/needed?
□ Please check this box if you would like to discuss goal development with BOG Leadership and/or Chapter Affairs staff.
□ Please check this box if you would like to discuss requesting additional funds from ACC National for any of the above goals.
there is a demonstrated need.
RELEVANT
ACC Strategic Plan Reference(s)
TIMELY
By when?
ACC is happy to consider requests for funds for strategic initiatives where
Five Year ACC Strategic Themes
Strategic Themes
Population Health
ACC is a leader in efforts to reduce the
burden of cardiovascular disease in US and
global populations.
Purposeful Education
Membership Value and Engagement
Transformation of Care
Transform CV workforce by developing a personalized,
competency-based educational experience; producing a
curriculum that addresses clinical, administrative, and
leadership skills; and engaging and expanding the
community of learners.
Cardiovascular specialists choose ACC as their
professional home.
Patients receive the highest quality, patientcentered, cost-effective cardiovascular care
with improved outcomes.
Data, Information & Knowledge and Advocacy support or are integral to the four main Strategic Themes.
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Reduce the global burden of
cardiovascular disease
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Achieve goals of the Triple
Aim
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CV physicians accurately
evaluate, diagnose and
manage acute CV conditions
and chronic CV diseases
CV care team members
(non-physicians) promote
CV wellness and contribute
to the team’s management
of acute and chronic CV
diseases
Increase Adoption of
Clinical Policy and Best
Practice
Increase Member
Engagement and Value
Improve Cardiovascular
Competency
Improve Heart Health

CV Specialists choose ACC
as their professional home
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Members use and value
ACC resources

Cardiovascular care
professionals are practicing
within policy and best
practice which consider
cost, value or resource
utilization
The Chapter Checklist
The following seven sections are the Chapter Checklist. Please ensure that each element is satisfied, and send completed checklist with appropriate documentation to chapters@acc.org. Please
refer to Chapter Operations Manual for specific policies, available on Chapter Affairs Extranet.
Corporate Status
The following should be on file with ACC National’s Chapter Affairs office:
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Copy of IRS determination letter with tax exempt classification
Copy of Articles of Incorporation, as well as any subsequent amendments, reflecting nonprofit corporate status within the state of incorporation
Employer Identification Number (EIN)
Political Action Committee identification number
Copy of Chapter Bylaws
Annual corporate report or similar state document indicating that Chapter’s corporate status is current and in good standing
Tax Compliance
 A certified public accountant has been appointed by the officers and/or executive committee to complete all annual tax forms and a separate firm has been appointed to
perform an audit every three years
 Signed copy of submitted 990 Forms transmitted to all chapter officers and Chapter Affairs upon filing
Budget, Financial Management and Fiscal Policy Development
 Statements of financial position, activities and cash flow, approved budget, and minutes of council or executive committee meetings reflecting approval of presented budget,
sent to Chapter Affairs
 Copy of budget prepared and presented to officers by Chapter Executive in conjunction with treasurer two months prior to new fiscal (calendar) year
 Treasurer has not been in position for more than six years consecutively
 Treasurer and Chapter President receive regular updates on budget actuals vs. budgeted amount and balance sheet
 Authorized signatures on file at the bank are Chapter President, Treasurer and Chapter Executive
 The Chapter Executive does not sign checks for their own management/administrative fee or any reimbursement
Insurance
 Chapter has purchased nonprofit organization liability insurance for current year
 List of current officers, council members and committee chairs is forwarded to insurance company
Effective Chapter Management
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Chapter Executive contract is on file with Chapter Affairs
Disclosure forms for Chapter Executive and member leaders are submitted online to ACC
Chapter Executive undergoes review process once annually
Chapter Executive review is on file with Chapter Affairs
Chapter Executives sets and reviews professional development goals
Chapter Bylaws posted on Chapter website
Chapter Bylaws have been reviewed within past year by the Chapter Executive and President to ensure compliance with applicable state and ACC National requirements
Chapter has developed a mission statement and a supporting strategic plan in line with that of ACC National
Document Management Policy
 Hard or electronic copies of all documents outlined in the Chapter Document and Information Management Policy are on file and available at all times
 All finances and financial documents outlined in the Chapter Document Management Policy are the property of the Chapter and will be transferred within one month to the new
Chapter Executive when new chapter management is established
Ethical/Legal Compliance and Risk Management
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Compliance with ACC National’s ethical and legal policies
The Chapter Executive has developed a succession plan for chapter executive position
Chapter must have whistle blower policy and a harassment policy approved by the Council
Chapter adopts and abides by a Relationship with Industry policy consistent with ACC National