WEBCAST – MARCH 20, 2015 Susan Post, SHRM-SCP, CAE SHRM Divisional Director East Phyllis...

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