Project Planning

1
Project Planning

• ARMA SW Region Leadership Conference
• July 24-26, 2008
• Corpus Christi, Texas
• Beverly McMahan, CRM

2
Chapter Planning

• What is it?
• Why do we need to do it?

3
Making it Happen

• The Strategy should
• Contain a realistic, achievable action plan
• Identify the resources required to achieve the
  plan
• Identify potential risks
• Establish regular progress reviews

4
Planning Cycle
5
Where are we now? (position statement)

• Baseline
• Identify what you are doing now
• Describe
• Identify leadership responsibility

6
Where do we want to be?What do we want to do?

• Goals and objectives should be SMART
• Specific
• Measurable
• Achievable
• Realistic
• Time-bound

7
Develop the Action Plan(identifying goals
Objectives)

• What do we want to accomplish?
• By when? (When do we want it in place)
• What are our resources
• People
• things

8
Developing the Action Plan(How are we going to
get there?)

• Identify tasks related to each of the goals
  objectives
• Specify timeline
• Quantify resources required
• Determine responsibility for action(s) - Who
• Produce a business case to secure
• additional resources if necessary

9
What Progress Are We Making?

• Determine monitoring criteria timelines,
  specify
• How progress will be monitored
• When progress will be monitored
• How progress will be reported
• Schedule monitoring meetings aligned with the
  timescales milestones in the plan

10
Keep the Strategy Under Review

• Regular reviews

11
The Scenario

• Your chapter profile
• 40 members from many diverse industries (medical,
  legal, oil gas, banking, accounting)
• Dues are 50.00/year
• Location mid-sized city (500,000 persons)

12
The Challenge

• Plan three (3) events that will
• Increase member participation
• Increase educational value to your members
• Include at least 1 community outreach/service
  program