Building Your Leadership Momentum

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Welcome
Building Your Leadership Momentum - Putting
Strategic Planning to Work -
Facilitator Dale Mask
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Check In

• Please answer the following questions honestly.

"I am _____ here today. The rest of me is
______."
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Team 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.
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Who we are - What we do Our direction
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When 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.
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Planning 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

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Planning 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)

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Vision 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.

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Mission 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
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Mission Statement Samples

• "To give ordinary folk the chance to buy the same
  thing as rich people."

Wal-MART
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Mission 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
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Mission 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
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Vision 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."

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Vision Statement Samples

• "To be recognized and respected as one of the
  premier associations of HR Professionals." (HR
  Assoc. of Greater Detroit)

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Another 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
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ARMA Strategic Planning Model
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Strategy Formation is Nonlinear
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Understand 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

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SWOT Analysis
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Pick the Low Hanging Fruit First
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Strategic 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?

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Developing 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
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SMART Goals

• S
• M
• A
• R
• T

pecific
easurable
ttainable
elevant
ime specific
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Communicating 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

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Make Strategy a Habit!
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Thank You!