webcast – march 20, 2015 susan post, shrm-scp, cae shrm divisional director east phyllis...
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WEBCAST – MARCH 20, 2015
Susan Post, SHRM-SCP, CAESHRM Divisional Director East
Phyllis Shurn-Hannah, SHRM-SCPSHRM - NE Region FSD
VOLUNTEER LEADERS’ SUMMIT 2015NOVEMBER 19-21, 2015 | WASHINGTON, DC
GPS PLANNING: HOW TO ATTACK THAT PLAN WITH
GUSTO, PURPOSE AND STRATEGY!
2015 SHRM VOLUNTEER LEADERS' SUMMIT
2015 SHRM VOLUNTEER LEADERS' SUMMIT
Agenda
1. Welcome2. Ice Breaker3. Strategic Planning and
Annual Planning Overview4. Panel Discussion5. Q & A
2015 SHRM VOLUNTEER LEADERS' SUMMIT
ICE BREAKER
Please discuss the following for 5 minutes:
• Strategic Planning Successes
• Strategic Planning Challenges
2015 SHRM VOLUNTEER LEADERS' SUMMIT
• Strategic Planning– strategic plan looks out into the future two, three, or even as many as five years to determine
what it is you hope to be accomplishing and then prioritizes the essential strategies for achieving your aspirations
• Annual Planning– The annual work-plan provides the nuts and bolts of how the necessary work will get done
Annual Planning vs. Strategic planning
Why Have a Plan?
• Chaos – no direction• Decreased
Membership• Unhappy Members• Competitive Threats• Financial Instability• WHAT ELSE?
2015 SHRM VOLUNTEER LEADERS' SUMMIT
Strategic Planning ToolkitVolunteer Leaders Resource Center www.shrm.org/vlrc
• Vision Planning Worksheet
• Worksheets to analyze the highs/lows, environmental scan, & SWOT, along with an action planning sheet & implementation schedule
• How to Budget for Your Strategic Plan
• SWOT Analysis Form with Strategic Budgeting Section
2015 SHRM VOLUNTEER LEADERS' SUMMIT
Strategic Planning Toolkit
Volunteer Leaders Resource Center www.shrm.org/vlrc
• Strategic Planning & Budgeting Webinar
• Toolkit with guide, workbook, & PowerPoint presentation – Administrator's Guide – Participant Workbook – PowerPoint Presentation
2015 SHRM VOLUNTEER LEADERS' SUMMIT
The Planning Process in Action I.
Planning
Base
II.
Results Required
III.
How
IV. Implementation V.
Review
External Assessment
Internal Assessment Vision/
Mission
Strategies Action Plans
Monitoring
Assumptions
Priority Issues
Objectives Contingency
Plans
Where
are we now?
Where do we want to be?
How will we get there?
Who must do what? How are we doing?
2015 SHRM VOLUNTEER LEADERS' SUMMIT
Components of Annual Planning
2015 SHRM VOLUNTEER LEADERS' SUMMIT
a. Provide direction for chapters/state councils (all volunteer committees) for the next year. b. Define the scope of the organizations activities in terms of what it will and will not do.
c. Match the activities to the environment/communities in which it operates so that it maximizes opportunities and minimizes threats.
d. Synchronize the organizations activities to its resource capacity.
e. Review and revise your strategic plan.
Panel Discussion
PANELISTS
Louis Lessig, SHRM-SCP, ESQ, - Chapter President, Tri-State HMA, New Jersey
Christine V. Walters SHRM-SCP, JD, MAS – Past State Council Director, Maryland
Angela Shaw SHRM-CP – Chapter President, Williamson County HMA, Texas
2015 SHRM VOLUNTEER LEADERS' SUMMIT
2015 SHRM VOLUNTEER LEADERS' SUMMIT
Questions
THANKS!
2015 SHRM VOLUNTEER LEADERS' SUMMIT
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