Slide1: Break the planning cycle A long-term strategic planning model Harold Simons President IABC/BC


Slide2: Overview Forming the Committee Situational Analysis Building Excitement Vision Key Areas of Focus Goal Setting Performance Measurement Communicating the Plan


Slide3: Forming your committee Background Board support Volunteer/Financial Resources Formation of Strategic Planning Committee (SPC) Seasoned IABCers Diversity, expertise, business acumen Personal touch recruitment strategies Committee Structure Meetings, ground rules, parking lot Facilitation Be patient!


Slide4: Situational Analysis Mission Statement SWOT Analysis Member Research Historical Accounts Five-year Financial Performance


Slide5: Building Excitement Outline Purpose Mandate Need Expectations Goals and objectives Project timeline Resources IABC Now/In 5 Years Personal statements


Slide6: The Vision What is a vision? The future that we seek to create. Qualities Future-oriented Inspirational Rooted in reality Requires effort Democratically agreed upon


Slide7: The Vision Purpose Paints a picture of a desired future Unites the organization Draws out commitment “I have a dream” “Missionaries follow the visionaries” Martin Luther King Jr.


Slide8: The Vision Sample vision statements “To enable people and businesses throughout the world to realize their full potential.” “Building a peaceful and better world by educating youth through sport practised without discrimination of any kind.” Working Vision Personal chapter vision statements Post on white board Circle key words and themes Capture the essence Merge key words into draft vision


Slide9: The Vision Inspiring great careers through the time, spirit and ideas of our members.


IABC/BC Mission Statement: IABC/BC Mission Statement Anticipate and meet the professional development and networking needs of our members. Promote and recognize effective business communication to enhance the profile of the communications profession in the local business community. Provide communicators with a network of information and support that offers our members a competitive career advantage.


Slide11: Key Areas of Focus Definition Areas of focus to achieve vision Brainstorming Exercise Opportunity to list tactics Must support vision and mission Post randomly Group into themes and title each group: Professional Development, Networking, Awards, Accreditation, Technology, Financial, Volunteering, Students and Communications


Slide12: Key Areas of Focus Brainstorming Exercise cont’d Combine and eliminate Key Areas of Focus Volunteers Networking Career Development Align with Vision Amazingly these aligned with our vision: Volunteers = Time Networking = Spirit Career Development = Ideas


Slide13: Goal Setting Long-term goals A desired future state of business Qualities Measurable over time Feasible Acceptable Flexible Motivating Link to the vision


Slide14: Goal Setting Long-term versus operational Long-term General purpose Tells where we need to go Operational goals Concrete How we are going to get there?


Slide15: Performance Measurement The Balanced Scorecard “A performance measurement tool that translates an organization’s vision and strategy into a comprehensive set of measures enabling the organization to simultaneously set goals and monitor performance.” Management System Financial measures are important, but they are not very accurate at predicting future trends and monitoring progress towards achieving the vision.


Slide16: Performance Measurement How does it work? Clarify and translate vision and strategy Communicate and educate Operational Planning and target setting Strategic feedback and learning


Slide17: Performance Measurement The Balanced Scorecard Clarify and gain consensus about vision Communicate throughout association Align Directors’ activities with vision Link annual planning with long-term goals Identify strategic initiatives Measure and obtain feedback to improve long-term strategy What does it look like?


Slide18: Green  Yellow  Red 


Slide19: Communications Open Communications critical Buy-in Two-way Target Audiences Current Board Regular Members Incoming Board


Slide20: Communications Strategic Considerations Accommodating input Perception Extent of change? Timing What do you communicate? Developing a 3-year plan Committee experience/expertise Demonstrate research and process Open door for input and incorporate feedback


Slide21: Conclusion Outline of Planning Model: Vision Mission Statement Key Areas of Focus 3-year Goals Balanced Scorecard Communicate


Slide22: SPC Committee Chapter Executive Sue Bugos, President Harold Simons, VP Laurie Dawkins, Executive Administrator Richard Ketchen, Treasurer Erika Wah, Past President Senior Members Jean Douglas Adrian Harper, ABC Ruth Raymond, ABC Elise Roaf, MBA, MC, ABC Ron Shewchuk, MC, ABC Jennifer Wah, ABC


Slide23: Bibliography Steiner, George A. “Strategic Planning: What every manager must know.” 1979 Simon & Schuster. Kaplan, Robert S. and Norton, David P. The Balanced Scorecard: Translating strategy into action.” 1996 Harvard Business School Press.