FY 2004 Strategic Plan Financial Resources Planning Considerations

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FY 2004 Strategic PlanFinancial
ResourcesPlanningConsiderations
VisionKen WilsonJune 2003
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Financial Challenges

• Provide Reimbursement Quickly Accurately to
• all Members.
• Decrease Out of Pocket Expenses for Members
• Clearly Define Budget Allocation Process.
• Establish an Efficient Flow of Financial
  Processes
• Clear POCs for both State HQ.
• Provide Complete, Accurate Timely
  Response from HQ to States on Finances.
• Everyone becomes Accountable.

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Financial Considerations

• Transform Your State ESGR Committee Into an
  Effective Business Organization.
• How
• Be Customer Service Oriented (Pro-Active)
• Plan Request
• Think Fiscal Responsibility
• Every Member has Personal Accountability
• Measure Effectiveness

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Traditional Planning included

• Employer Outreach
• Recognition Awards
• BossLifts Special Events
• Mob De-Mob Assistance
• Unit Training (Formerly M1)
• Mileage
• Supplies
• Personal Expenditures
• Annual Training Conference

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1-800-336-4590 http//www.esgr.org
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Future Planning Considerations

• Employer Outreach is 1
• Membership Development.
• Develop an Annual Business Plan
• Consider Adding
• Employer Focused Activities
• Marketing Activities
• On-Going Membership Training
• Logistics when calling on a Employer

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Plan by the Numbers

• How Many Units
• How Many Employers
• F-500, F-1000, SMB, Individual
• How Many ESGR Volunteers
• Partnership Organizations
• Business Associations, Chambers, Support Groups
  (Red Cross, Family, TriCare, etc)
• Other

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Recommendations

• Every State Committee will assign a Financial
  Resource Manager by 1 Oct 03.
• GOAL Monitor, Control Report Finances
• Create a Task Force consisting of HQ Dept
  Directors State Committee Financial Members.
• GOALS
• 1. Establish an Efficient Financial Process.
• 2. Determine a Methodology to Reduce Out of
  Pocket Expenses by Committee Members by 1 Oct 03

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Recommendations, continued . . .

• All Expenses are Managed Locally Reported
  Quarterly to HQ.
• Establish a State ESGR Credit Card.
• Establish a Credit / Debit Card for each ITO.
• ITO Expenses ltLess than 100 are Reimbursed
  Locally.
• Expenses gtGreater than 100 are Paid up Front or
  through an ESGR State Credit Card.

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Summary

• Volunteers are ESGRs Core Strength.
• Invest in Professional Development State
  Growth.
• Direct Resources toward
• Membership Training
• Business. Academic Institutions
• Media.
• Foster Innovation through Process Action Team
  comprised of HQ Staff State Committee Members.

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Summary, continued . . .

• Establish Measurement Tools to Help Focus
  Programs, Expand Reach, Allocate Resources.
• Expand Best Practices through Evaluation
  Adoption of Leading Edge SOPs as Developed by
  State Committees.
• Reduce Workload Increase Efficiency of State
  Committees.

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Q A ?

• Open Floor.
• Contact Any HQ Dept Director OR Member of
  Strategic Planning Committee.
• T h a n k Y o u