Ottawa West Chapter - IAAP Strategic Plan Fiscal Year 2013 - 2014 August 25, 2013 Introduction In fiscal year 2013-2014, the Board of Directors proposes the following Strategic Plan as a foundation for building the future of the Ottawa West Chapter. IAAP headquarters has decided that for consistency purposes, there will no longer be annual themes. Instead, we will be focusing on building the chapter and not worrying about combining the theme into our monthly meetings, etc. I. Ottawa West Chapter Strategic Plan Time Line, Goals and Objectives A. Plan Phasing The strategic plan covers fiscal year 2013-2014, with a hope that it will be continued beyond, and is divided into four phases. By using phases, the leadership can begin to accomplish needed objectives and ensure that educational foundations are being laid for the future. Plan: Focus efforts on current Chapter priorities in a manner that is not possible with a multitude of broad objectives. Flexibility: Review Chapter needs during the planning stage of each phase of the plan and adjust activities to focus on the Chapter’s current priority objectives. Continuity: Update and extend the plan into the future. Using phases allows the Chapter to continually “roll over” its activities from phase to phase. B. Annual Targets Increase membership by 5 new members by June 30, 2014 Increase community involvement in order to create greater publicity for our chapter and IAAP overall Increase visibility within the business community for our chapter and IAAP overall Increase the knowledge of members on Member of Excellence and Certification/Recertification Increase in the number of chapter members achieving Member of Excellence Maintain Chapter of Excellence C. Phase Objectives (examples) Phase I Objectives, period of July through September, will include: Hold a Planning Day Meeting and review the Strategic Plan Form a Welcome Committee that functions to welcome all members and guests at every meeting Pinpoint Member of Excellence requirements at the September chapter meeting Phase II Objectives, period of October through December, will include: Assist Dress for Success in Ottawa by volunteering as a Chapter for an evening Participate in a charitable event (walk/run) as a team in October Donate food items to the Food Bank or adopting a family for Christmas Look into volunteering within the community as a team Hold a one-hour Membership Recruitment meeting in October Hold a Student Information Night in October Phase III Objectives, period of January through March, will include: Continue to increase Ottawa West Chapter and IAAP’s visibility within the community Review/Update Strategic Plan Hold an Executive Night in March Phase IV Objectives, period of April through June, will include: II. Educate our membership on amendments and upcoming annual meetings. Strategies and Guidelines Restructure the Board of Directors and their committee responsibilities and improve leadership participation by the Board of Directors Strive to increase knowledge in regards to the IAAP organization within the Chapter and to increase the leadership skills of the Committee Chairs through teamwork, communication, and education Focus efforts of the Board of Directors to support the mission and the vision of the organization Implement certain programs selected for targeting during the initial Phase I period, placing others on the priority list during Phase II and III The above items were discussed at the Annual Planning Day on August 25, 2013 and will be implemented on an ongoing basis in 2013-2014. The Strategic Plan will also be reviewed in January 2014. III. Volunteer Organization A. Functions The Ottawa West Chapter volunteers will be organized to perform three functions: B. Board of Directors will be responsible for the management and oversight of the plan Committee Chairs will be responsible for committee activities Overall membership will participate in the plan and support the activities of the other two Ottawa West Chapter Strategic Team The strategy, management and monitoring of the plan are the responsibility of the members of the Ottawa West Chapter, Board of Directors and Committee Chairs. IV. Volunteer Participation The Ottawa West Chapter’s Strategic Plan will function with three types of volunteers: The Board of Directors, Committee Chairs and members of the Ottawa West Chapter. Each will play an important role in the success of the Plan. A. Board of Directors The core members of volunteer efforts will be members of the Board of Directors. The intent is that the Board should be more active in promoting the various interests of the Chapter. While assisting with membership recruitment/retention will not be their only activity, members may expect it to be a major focus. Their role will take many forms: B. Leading by example Identifying potential new members and Membership Recruitment meeting involvement Informing, educating, and engaging members in the work and mission of the Chapter Assisting Committee Chairs with leadership skills and activities Participating in the Mentoring program Being part of project teams Participating in education and seminar activities Committee Chairs The roles of the Committee Chairs will include, but not be limited to, the following: Leading by example Identifying potential new members C. Informing, educating, and engaging members regarding their respective committee Participating in education and seminar activities Mentoring next year’s Committee Chairs Membership Each will play an important role in the success of the Plan including the following: V. Leading by example Identifying potential new members Participating in education and seminar activities Being a part of a project team Becoming involved Budget Budget for the Fiscal Year 2013-2014 Strategic Plan was drafted in June 2013 and will be approved by the membership in September 2013. This budget does allow ample funding for all phases of the plan and its objectives.