august 12-13san antonio, texas 2015 annual business meeting ifta, inc. strategic plan (release 6)...

August 12-13 San Antonio, Texas2015 Annual Business Meeting

IFTA, Inc. Strategic Plan(Release 6)

Trent Knoles (IL) and Joy Prenger (MO)IFTA, Inc. Board of Trustees


From 1997 through 2014ACCOMPLISHMENTS

Image courtesy of Stuart Miles at FreeDigitalPhotos.net


1. Developed all committee charters2. Combined the IFTA and IRP Audit Workshops3. Developed a financial plan and policies for IFTA, Inc.4. Recodified the IFTA Governing Documents5. Developed administrative procedures for the

Dispute Resolution Process.6. Developed the IFTA, Inc. Clearinghouse7. Completed the legislation and state constitutional

provisions project with the National Conference of State Legislatures (NCSL)

1997 Plan(Release 1)


1. Hired a webmaster2. Adopted by ballot:• The principles of the NCSL report• Changes in the ballot process• Made CBI commentary binding

3. Developed Salary Ranges and Performance Evaluation Process for IFTA, Inc.

4. Conducted long range financial plan5. Revised the Annual Report Process



1. Had first security audit of the Clearinghouse completed

2. Developed succession plan for IFTA, Inc.3. Regular meetings regarding NAFTA 4. Pilot combined IFTA/IRP Managers Workshop



1. Established the ITAC2. Completed Data Upload testing and Funds Netting

testing.3. Complete IFTA, Inc. website redesign4. Created an IFTA, Inc. contingency plan for business

disruption5. Developed a proposal for a single dues structure to

include both membership dues and Clearinghouse Fees

6. Revised the Dispute Resolution Process and added penalties.



1. Full Implementation of Funds Netting2. The ITAC completed the charge from the Board to

identify, review and analyze GPS and other electronic positioning systems.

3. Made the Managers and Law Enforcement Workshop a combined Workshop with IRP.

4. Tested the possibility of combining program compliance and peer reviews with IRP.

5. Developed the e-review program for IFTA



6. Developed connectivity with NLETS to share information roadside.

7. Created a best practices guide for committee chairs, a commissioners guide and a new board member orientation guide.

2008 Plan


Setting our Goals with a Focus on the Future

Image courtesy of Stuart Miles at FreeDigitalPhotos.net


Our Strategic Planning Process

• Updated the history of IFTA and IFTA, Inc. accomplishments

• Completed analysis of Strengths, Weaknesses, Opportunities, and Threats (SWOT)

• Identified future challenges• Developed Goals and the Objectives to meet those

Goals• Developed Action Plans to meet the Objectives


Goal 1

Use IFTA, Inc. financial resources efficiently and effectively.

Objectives:– Consider the best use of investment funds– Evaluate real estate value and cost effectiveness of

property ownership


Examples of action items to achieve the objectives and meet the goal:• Research member jurisdiction projects that

perhaps could be funded with IFTA, Inc. investments.

• Determine Fair Market Value of property, investigate costs of rental and ownership to compare to costs of working remotely.


Goal 2Continuously improve IFTA, Inc.’s

business operationsObjectives:– Maintain a knowledgeable and professional staff


Examples of action items to achieve the objectives and meet the goal:• Provide continued training and education for

employees.• Develop succession plans for all employees• Ensure a diverse Board to steer the

corporation most effectively


Goal 3

Continuously improve communication with member jurisdictions

Objectives:– Provide Training– Enhance confidence and trust among member

jurisdictions– Enhance communications between the Board and

the member jurisdictions


Examples of action items to achieve the objectives and meet the goal:• Provide administrative training• Identify and recommend opportunities to

promote and improve membership compliance

• Analyze the Dispute Resolution Process to be sure it is open and fair to all parties involved


Goal 4

Assess and use appropriate technology

Objectives:– Provide services to member jurisdictions– Ensure current technologies are continuously used

at IFTA, Inc.– Continue to protect the security and

confidentiality of jurisdiction’s taxpayer information.


Examples of action items to achieve the objectives and meet the goal:• Analyze the issues surrounding the issuance of

electronic credentials and determine if a uniform distribution method can be developed for all member jurisdictions

• Develop and implement useful IFTA applications for mobile devices


This goal will focus on IFTA, Inc.’s relationships with partners and stakeholders and how we can continue to work together to combine projects or meetings and to collaborate and share information with other organizations when deemed appropriate.– Stay tuned for further developments.

Goal 5


This is just a glimpse of the directions in which we are heading.

This is a living document that will change as we begin working on our initial projects. Objectives and action plans will be added.

And, as always, we’ll be looking for volunteers to assist us in projects or on working groups!


Ask Away!

august 12-13san antonio, texas 2015 annual business meeting ifta, inc. strategic plan (release 6)...

Documents

complete ifta

creation of ifta

san antonio

powerpoint presentation

business disruptiondeveloped

action plan

annual report process

strategic planrelease