CHAPTER ANNUAL PLAN
Purpose of This Document – Set chapter goals and outline a strategy to achieve them.
To Complete This Document – The first 3 pages of this document provide explanations
and examples to help you create your chapter’s Annual Plan. Pages 3-6 should be
completed by filling in the brackets and all blanks following colons.
To Use This Document – Revisit your annual plan at the start of each semester and
after every leadership transition to update leadership information, and make any necessary
updates to activities and goals.
Components of the Annual Plan
I. Chapter mission
Your mission statement is the written expression of the basic goals, values, and philosophy
that shape your chapter and give it purpose. Below is a sample mission statement which
you can use to create your chapter’s own unique statement.
Sample mission statement:
The mission of <Chapter Name> is to inspire, educate, and equip individuals to use
the power of business to create a more socially and environmentally sustainable
world.
To fulfill this mission, <Chapter Name> will remain committed to providing its
members with an array of opportunities that will 1) empower professionals to use
their skills to positively impact their workplace and community, 2) help them put
their beliefs into action with relevant programming and 3) build their professional
network of other like-minded individuals who have are committed to creating a
sustainable future through business.
II. Leadership Structure
A strong leadership team is crucial for chapter success. In the table for this section, add or
modify positions as needed, based on your goals for this coming year and the focus area of
your chapter. In an effort to further engage members, consider creating committees to work
under each VP position. The table below includes examples of tasks each leadership role
may be in charge of.
Note: Net Impact requires that each professional chapter launch with at least 3 leaders
CHAPTER ANNUAL PLAN
President


VP Membership



VP Marketing &
Communication


Core Chapter Leadership Roles
Liaises between Net Impact Central and chapter leaders
Oversees chapter leadership team and leads development of chapter’s growth
strategies, vision, and goals
Creates member recruitment strategy and organizes recruitment aspects of
chapter events
Surveys members and monitors membership data for trends in growth,
retention and interests; reports on progress against chapter goals
Ensures all members are signed up with Net Impact Central (free or premium
membership)
Develops and manages a communications strategy to enhance the chapter’s
brand and generate awareness about events and activities
Responsible for chapter’s online presence( includes chapter’s micro site on the
Net Impact website)
VP Events


Leads event-planning and logistics
Works with president and team to Identify interests, topics, and formats for
events
VP Finance


Responsible for creating and maintaining chapter budget and finances
Researches funding opportunities
VP Programs

Oversees participation in and execution of Net Impact related impact-programs
VP
Partnerships

Develops and fosters relationships with relevant organizations and Net Impact
chapters
Chapter
Conference
Manager

Submit ideas and help select sessions and speakers for Net Impact’s Annual
Conference
Work closely with Net Impact Central to develop and implement a chapterspecific marketing strategy to drive attendance for the conference

III. Leadership Transition Plan and Timeline
Leadership transition is the single most important strategy to have in place to ensure
chapter continuity. The transition process takes multiple months to be performed properly,
including outreach, cultivating potential leaders, holding elections, and having at least one
month overlap for former and newly elected leaders.
Below is a sample leadership timeline:
Time
Action

June-July
Begin leadership outreach campaign for positions that will begin in September
o Send open position descriptions and "call to leadership" message out via
newsletter and social media sites
o Invite interested people to late July/early August summer happy hour with a
focus on recruiting new leadership team members
*current President becomes next year’s vice president
CHAPTER ANNUAL PLAN
August
SeptemberDecember
January
Ongoing


Hold a potluck for interested applicants and leadership team members to get to
know each other, answer questions
Accept and review applications for new leadership team members


Orient new team members
Hold planning retreat and create calendar of events for September - January

Planning retreat
o Review year to date
o Plan for upcoming months February-August

Create a pipeline for new leadership team members by providing low
commitment ways for chapter members to get involved – volunteering at
events, invited to sit in at leadership meetings, creating committees for special
projects.
IV. Leadership meetings
Frequent leadership team meetings are crucial to maintaining healthy communication and
ensuring your chapter is on track to reach your goals. Use these meetings to discuss recent
and upcoming events/initiatives, receive updates from each VP, and brainstorm your
chapter’s future activities. Most chapters meet monthly as a team.
V. Leadership Goals for the Year
Outline three main goals to focus on this year, and measurable deliverables and timelines
for achieving them. 2 sample goals are included below:
Goal 1
Raise awareness of chapter in the community. To achieve this goal, we partner with
relevant organizations in the community to build lasting relationships that will mutually
benefit all parties.
Measurable Steps to Achieve Goal
1. Determine launch event details and create event
flier/invitation
2. Hold launch event
3. Follow up with attendees and plan for second event
Timeline
Sept, 2015
Nov, 2015
Dec, 2015
Goal 2
Complete 4 activities as a chapter
Measurable Steps to Achieve Goal
1. Hold planning meeting and chart our events for next four
months
2. Contact venues and speakers as necessary
3. Advertise events and follow up with attendees after each
event
Timeline
Sept, 2015
Nov, 2015
Jan, 2016
CHAPTER ANNUAL PLAN
VI. Membership Recruitment
In order to recruit members, you'll need to employ various methods of communication to
convey your chapter's unique offerings. Consider hosting an information session, holding a
happy hour, or announcing a call for membership in a local publication.
VII. Chapter Communications
We recommend that chapters send a monthly update to chapter members. Consistent
communication is key to increasing membership involvement, and a way to keep members
inspired, motivated, and equipped to make an impact. Some suggestions include:
distributing a Net Impact Newsletter, passing on CLUE (Chapter Leader Update Email) from
Net Impact Central to members, creating a chapter blog, etc.
VIII. Chapter Activities and Initiatives
As a chapter leader, you have the opportunity to grow and maintain a thriving chapter
through activities such as events and programs. We suggest that chapters run at least 4
activities each year. We recommend that they are a mix of professional development,
education, and hands-on project opportunities, but most important is to cater events to
member interest.
<Net Impact Chapter Name>
Preferred Chapter Name <Preferred Chapter Name>
Annual Plan Year <20__>
I. Chapter mission:
<Write your chapter mission>
II. Leadership Structure:
Leadership Positions
President
< Details of Position>
VP Membership
< Details of Position>
VP Marketing &
Communication
< Details of Position>
VP Events
< Details of Position>
VP Finance
Name
Email
CHAPTER ANNUAL PLAN
< Details of Position>
VP Partnerships
< Details of Position>
VP Programs
< Details of Position>
VP Partnerships
<Details of Position>
Chapter Conference
Manager
<Details of Position>
III. Leadership Transition Plan and Timeline:
<Detail your leadership transition plan and timeline>
IV. Leadership meetings:
<Detail your leadership meeting plans, including frequency, purpose, and location of
meetings>
V. Leadership Goals for the Year:
<Outline three main goals to focus on this year, and measurable deliverables and timelines
for achieving them>
Goal 1
<Describe first goal here>
Measurable Steps to Achieve Goal
1. <Define step to reach goal>
2. <Define step to reach goal>
3. <Define step to reach goal>
Timeline
<month, year>
<month, year>
<month, year>
Goal 2
<Describe second goal here>
Measurable Steps to Achieve Goal
Timeline
CHAPTER ANNUAL PLAN
1. <Define step to reach goal>
2. <Define step to reach goal>
3. <Define step to reach goal>
<month, year>
<month, year>
<month, year>
Goal 3
<Describe third goal here>
Measurable Steps to Achieve Goal
1. <Define step to reach goal>
2. <Define step to reach goal>
3. <Define step to reach goal>
VI. Membership Recruitment:
1. <Describe first membership recruitment strategy here>
2. <Describe second membership recruitment strategy here>
3. <Describe third membership recruitment strategy here>
VII. Chapter Communications:
Communication strategy1. <Describe first communication strategy here>
2. <Describe second communication strategy here>
3. <Describe third communication strategy here>
VIII. Chapter Events/Activities and Initiatives:
Event/Activity/Initiative 1
Name of Event/Activity/Initiative:
Description:
Date/Month:
Point person:
Event/Activity/Initiative 2
Name of Event/Activity/Initiative:
Description:
Date/Month:
Point person:
Event/Activity/Initiative 3
Timeline
<month, year>
<month, year>
<month, year>
CHAPTER ANNUAL PLAN
Name of Event/Activity/Initiative:
Description:
Date/Month:
Point person:
Event/Activity/Initiative 4
Name of Event/Activity/Initiative:
Description:
Date/Month:
Point person: