Title: Building Your Leadership Momentum
1Welcome
Building Your Leadership Momentum - Putting
Strategic Planning to Work -
Facilitator Dale Mask
2Check In
- Please answer the following questions honestly.
"I am _____ here today. The rest of me is
______."
3Team Exercise Making Sense of Today
- got will always did you if do you what get you
always you what always
If you always do what you always did, you will
always get what you always got.
4Who we are - What we do Our direction
5When an how often?
1. Chapter is just getting started 2. When
preparing for a new major venture or major
initiative 3. A least once every 3 to 5
years Note Consider more frequent strategic
planning Review plan implementation quarterly.
6Planning Meeting Agenda
- Get Prepared for the Planning Meeting
- Last Year Goals We Did Not Accomplish
- a. Update By-laws
- b. More sponsorship funding
- c. More communication with members
- d. Create CRM Study group
- e. Chapter newsletter upgrade
- Last Year Goals We Did Accomplish
- a. Variety of meetings with great speakers
- Facility trip to Local Records Center
- Holiday Social was a great success
7Planning Committee Members
- General member involvement
- Strategic analysis (internal and external issues
and goals) - When in doubt involve them
- Strong executive board involvement
- Finalizing strategic direction (mission,
vision, and values)
8Vision Mission
- President John F. Kennedy
- Vision
- Lead the world in space exploration.
- Mission
- Put a man on the moon and return safely within
10 years.
9Mission Statement Samples
- We work to help people and businesses throughout
the world realize their full potential. This is
our mission. Everything we do reflects this
mission and the values that make it possible."
Microsoft
10Mission Statement Samples
- "To give ordinary folk the chance to buy the same
thing as rich people."
Wal-MART
11Mission Statement Samples
- Maximizing our clients potential to increase
productivity and profitability by connecting the
right business expertise with the unique needs
the organization. - Using only master consultants and facilitators,
we ensure our clients receive the practical
business tools necessary for immediate and
sustained performance improvement in an efficient
and cost effective manner.
Alliance Training and Consulting
12Mission Statement Samples
- Our mission is to be one of the world's leading
producers and providers of entertainment and
information. Using our portfolio of brands to
differentiate our content, services and consumer
products, we seek to develop the most creative,
innovative and profitable entertainment
experiences and related products in the world.
Walt Disney Company
13Vision Statement Samples
- "Year after year, Westin and its people will be
regarded as the best and most sought after hotel
and resort management group in North America."
14Vision Statement Samples
- "To be recognized and respected as one of the
premier associations of HR Professionals." (HR
Assoc. of Greater Detroit)
15Another Example
- Our vision is to be the world leader in
transportation products and related services. We
will earn our customers enthusiasm through
continuous improvement driven by the integrity,
teamwork, and innovation of our people.
General Motors
16(No Transcript)
17ARMA Strategic Planning Model
18Strategy Formation is Nonlinear
19Understand Current Conditions
- Listen to your Members
- Listen to your Visitors
- Listen to those who Quit or wont join
- Evaluate Every Element
- Face to Brutal Facts
- Recognize the need for Change
20SWOT Analysis
21Pick the Low Hanging Fruit First
22Strategic Thinking
- Where do we add value?
- What are the TOP 3 things we do that ADD
INCREDIBLE VALUE for customers? - What are the TOP 3 things we do that DO NOT
DELIVER INCREDIBLE VALUE because we can't/don't
focus enough time, attention, and/or resources on
them? - What are the TOP 3 things we do that ADD LITTLE
OR NO VALUE for customers?
23Developing Priorities
The MacMillan Matrix The MacMillan Matrix The MacMillan Matrix The MacMillan Matrix The MacMillan Matrix The MacMillan Matrix
High Program Attractiveness Easy Program High Program Attractiveness Easy Program Low Program Attractiveness Difficult Program Low Program Attractiveness Difficult Program
Alternative Coverage High Alternative Coverage Low Alternative Coverage High Alternative Coverage Low
GOOD FIT With MISSION AND ABILITIES Strong Competitive Position 1. Compete aggressively 2. Grow aggressively 5. Support the best competitor 6. Soul of the Agency
GOOD FIT With MISSION AND ABILITIES Weak Competitive Position 3. Divest aggressively 4. Build strength or Get Out 7. Divest systematically 8. Work collaboratively
POOR FIT MISSION AND ABILITIES 9. Divest Aggressively 9. Divest Aggressively 10. Divest systematically 10. Divest systematically
24SMART Goals
pecific
easurable
ttainable
elevant
ime specific
25Communicating the Strategic Plan
- Chapter Annual Planning Meeting
- A discussion of the Chapter strengths, weakness
and goals took place. Chapter strengths are
leadership, board participation and knowledgeable
membership. Weaknesses discussed are membership
diversity and attendance at chapter meetings.
Goals were set for the chapter year, as follows
- I. Marketing
- Website development
- Chapter pamphlets
- II. Community Service
- Local service project
- Free shred day
- Monetary donation to the ARMA Educational
Foundation - III. Increase and diversify membership
- 10 net increase in membership
- Membership involvement in committees
26Make Strategy a Habit!
27Thank You!