strategic planning group exercise (1130~1230 hrs) group chair: bill gruver

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Strategic Planning Group Exercise (1130~1230 hrs) Group Chair: Bill Gruver

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Strategic Planning Task Force Develop Vision, Mission, and Core Values –e.g., Conduct SWOT analysis Develop Strategic Plan –e.g., TOP Implement Strategic Plan Update annually

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Page 1: Strategic Planning Group Exercise (1130~1230 hrs) Group Chair: Bill Gruver

Strategic Planning Group Exercise (1130~1230 hrs)

Group Chair: Bill Gruver

Page 2: Strategic Planning Group Exercise (1130~1230 hrs) Group Chair: Bill Gruver

Participants

BangaloreBangladeshCalcutta Hong KongNagoyaNew Zealand SouthSri Lanka

Page 3: Strategic Planning Group Exercise (1130~1230 hrs) Group Chair: Bill Gruver

Strategic Planning Task Force• Develop Vision, Mission, and Core Values

– e.g., www.ieeesmc.org)• Conduct SWOT analysis• Develop Strategic Plan

– e.g., TOP• Implement Strategic Plan• Update annually

Page 4: Strategic Planning Group Exercise (1130~1230 hrs) Group Chair: Bill Gruver

SWOT Analysis Opportunity Threat

Strength Invest: Clear matches of strengths and opportunities lead to advantage 1. Item 2. item 3. Item

Defend: Need to mobilize resources either alone or with others 1. item 2. Item 3. Item

Weakness Decide: Need a judgment call: invest or divest; 1. Item 2. Item 3. Item

Damage Control: Need to decide to fix or fold 1.Item 2.Item 3. Item

Page 5: Strategic Planning Group Exercise (1130~1230 hrs) Group Chair: Bill Gruver

Tactical & Operational Plan

• Publications• Conferences• Membership• Governance• Planning• Technical Activities

Page 6: Strategic Planning Group Exercise (1130~1230 hrs) Group Chair: Bill Gruver

I EEE SMC Society Tactical and Operational Plan Goal 2: Conferences September 26, 2005 G = Goal, O = Objective, P =Project, T=Task

Number Goal/ Objective/ Project/ Task Leader/ Cham

pion Source Deadline (dd/ mm/ yr)

Summary of Progress to Date (status, accomplishments, issues)

G 2 Enhance and Optimize Conference Operations

VP Conferences (J amshidi)

SPTF3 4/ 05

O 2.1 Develop conference policies and procedures manual

VP LRPF (Adams) SPTF3 4/ 05

P 2.1.1 Develop SMCS conference policies and procedures to ensure proper oversight

Conferences Coordinator (Trajkovic)

SPTF3 4/ 05 3/ 30/ 2006 Chapters contributed to the P&P Manual

P 2.1.2 Develop process for preserving SMC conference corporate memory

Web Editor (Sabaz) & Philip Chen

SPTF3 4/ 05 9/ 30/ 2006 Updates and maintains history of conferences with SMC involvement

P 2.1.3 Ensure increased conference quality and organization

VP Conferences (J amshidi) & Gary Anderson

SPTF3 4/ 05 9/ 10/ 2006

In progress; plan to complete Nov. 10

P 2.1.4 Assist VP Membership with membership recruitment at conferences MuDer J eng SPTF3 4/ 05 9/ 10/ 2006 In progress; plan to

complete Nov. 10

Page 7: Strategic Planning Group Exercise (1130~1230 hrs) Group Chair: Bill Gruver

I EEE SMC Society Tactical and Operational Plan Goal 3: Membership

September 26, 2005 G = Goal, O = Objective, P =Project, T=Task

Number Goal/ Objective/ Project/ Task Leader/ Champion Source Deadline

(dd/ mm/ yr) Summary of Progress to Date (status, accomplishments, issues)

G 3 Ensure and Enhance Value of Membership

VP Membership (T. T. Lee)

SPTF3 4/ 05 31/ 12/ 05

O 3.1 Enhance SMC Relevance to I ndustry SPTF3 4/ 05 31/ 10/ 05

P 3.1.1 I ncrease SMC appeal to people working in industry SPTF3

4/ 05 31/ 10/ 05

P 3.1.1 Establish an Industrial Relations Committee SPTF3

4/ 05 31/ 10/ 05

T 3.1.1.1 I dentify and appoint committee chair from industry SPTF3

4/ 05 31/ 10/ 05

T 3.1.1.2 I dentify and appoint committee members from industry SPTF3

4/ 05 31/ 10/ 05

T 3.1.1.3 Define committee charter and chair position description

I ndustrial Relations Committee Chair

SPTF3 4/ 05 12/ 31/ 05

O 3.2 Enhance SMC relevance to IEEE

members world-wide Chapters Coordinator (M. Jeng)

SPTF3 4/ 05 12/ 31/ 05

P 3.2.1 Develop, provide and promote value added products and relevant information for geographically distributed regions

Chapters Coordinator (M. Jeng)

SPTF3 4/ 05 12/ 31/ 05

P 3.2.2 Develop and implement ongoing membership recruitment program

Chapters Coordinator (M. Jeng)

SPTF3 4/ 05 12/ 31/ 05

6 new chapters established in Canada, China, Europe, and Asia

Page 8: Strategic Planning Group Exercise (1130~1230 hrs) Group Chair: Bill Gruver

I EEE SMC Society Tactical and Operational Plan Goal 6: Technical Activities

September 26, 2005 G = Goal, O = Objective, P =Project, T=Task

Number Goal/ Objective/ Project/ Task Leader/ Champion Source Deadline

(dd/ mm/ yr) Summary of Progress to Date (status, accomplishments, issues)

G 6 Ensure Sound Technical Activities VP Technical Activities (D. Yeung)

SPTF3 4/ 05 30/09/2006

O 6.1 Develop and restructure technical activities

VP Technical Activities (D. Yeung)

SPTF3 4/ 05 30/09/2006

P 6.1 Sunset obsolete technical committees H. Takagi SPTF3

4/ 05 31/ 06/ 2006 An initial framework for

criteria has been established

T 6.1.1 Define TC termination criteria H. Takagi 30/ 09/ 2005

Consult TC chairs, BoG and OpCom members and revise 4/ 05 version of draft SMC TA Manual. Present to BoG for approval in Hawaii

T 6.1.2 Develop TC Evaluation Process H. Takagi 30/ 09/ 2005

Ask TC chairs for initial TC reports prior to Oct BoG meeting and provide feedback to help TC familiar with evaluation criteria

T 6.1.3 Redefine the Role of TC H. Takagi 30/ 05/ 2006

Consult TC chairs, BoG, and OpCom members on changing the role of TCs, i.e., Special I nterest Groups

Page 9: Strategic Planning Group Exercise (1130~1230 hrs) Group Chair: Bill Gruver
Page 10: Strategic Planning Group Exercise (1130~1230 hrs) Group Chair: Bill Gruver
Page 11: Strategic Planning Group Exercise (1130~1230 hrs) Group Chair: Bill Gruver

Objective• How to become an award winning section

Page 12: Strategic Planning Group Exercise (1130~1230 hrs) Group Chair: Bill Gruver

Approach• Describe two major issues facing your section

(by each section chair or representative) • Identify potential approaches to resolve these

issues (all)• Select the two most important issues and

approaches (all)• Report results

Page 13: Strategic Planning Group Exercise (1130~1230 hrs) Group Chair: Bill Gruver

Potential Topics• Section administration and team building• Annual election and succession plan• Chapter, student branch, and affinity group

management• Membership development and retention• Communication by newsletters and web sites• Organization of high quality conference• Continuing education for professional development• Industry relevance and image promotion in the local

community• Succession appointments and training of new

officers

Page 14: Strategic Planning Group Exercise (1130~1230 hrs) Group Chair: Bill Gruver

Major Issues/Solutions

Page 15: Strategic Planning Group Exercise (1130~1230 hrs) Group Chair: Bill Gruver

Please complete this page and return to Y W Liu Coordinator via Group Chair.

Name of Section:

Section Chair/representative name:

What issues are of most concern to your section?

How can these issues be resolved?