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Annual Planning

Rhoda Smolow, Organization Department ChairLindy Ettin, Associate Director, Unit Services

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Agenda

Annual Plan Project Managers

Annual Plan Process: 2015 Annual Plan and Revenue Share Time Line

Resources for Preparing 2015 Annual Plan

Table Activity

Q & A

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Annual Plan Project Managers

Viviane Kovacs, Outgoing President Nassau Region

Ruthanne Warnick,Outgoing President Southeastern Region

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Annual Plan Project Manager Assignments

Ruthanne Warnick Metro Mid-Atlantic HNE

Viviane Kovacs Florida Super South West Coast/Mountain Southwest Midwest

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Annual Planning Process1. President submits 1st draft of Annual Plan to Resource Chair

a) Resource Chair to share with Annual Plan Project Manager

b) Resource Chair and Annual Plan PM to review plans and make recommendations to Presidents for changes

2. President submits 2nd revised draft to Resource Chaira) Resource Chair to share with Revenue Share PM & Annual Plan PMs

b) PMs to confer and send final recommendations or questions to Presidents and Resource Chairs

3. President makes final changes and submits final plan to Resource Chairsa) Resource Chairs send final plan to Lindy at National (cc project

managers)

4. Presidents receive 1st qtr revenue share checks the week of January 1, 2015a) May be sent to Region office, Region treasurer or President

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Sample Annual PlanAnnual Plan Tab

Aligned Goals Activities

Income Expenses

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Operating Budget Tab Income/Expense No Duplicates 3 month usual &

customary

Sample Annual Plan

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Sample Annual PlanDisbursement Tab

Projected vs Actual

In Compliance

Functioning Chapter?

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Sample Annual PlanSummary & Request Tab

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Evaluation Tab

• No longer optional. Information will be reviewed quarterly• Presidents can track any data they want – membership, fundraising,

etc.• Comments should be completed for each activity• Activity details should copy over automatically

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Resources for Preparing 2015 Annual Plan

2013 Unit Profile

How to Use Your Unit Profile document

2014 Annual Plan

Annual Planning & Revenue Share Guidelines

Sample Annual Plan

2015 National Goals and Strategies

2015 Annual Plan and Revenue Share Timeline

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Activity Each table has a packet describing a

leadership, membership or fundraising challenge

Use the described Unit Profile data about your sample Region and identify 3 ways you plan address these issues in your Annual Plan

Example:

Region A has diminishing leadership in the area.

Unit Profile Data:

Leadership health is waning but there are 5 “blue” units with potential emerging leaders.

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2013 Sample Unit Profile: Leadership/Chapter Health

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What would you include in your Annual Plan to address this issue? Move 3 out of 5 “blue” units to “green” by the end

of the year by focusing on leadership training. Subvent five emerging leaders, one from each

blue unit, to the Region board meeting and training. Expenses include travel, hotel, registration and

meals Emerging leader to return to chapter and give

update from board meeting and transfer leadership skills to other chapter board members.

Connect with chapter leaders quarterly to maintain contact and give support.

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Did you… Align the 2015 Annual Plan to National

Hadassah’s Goals and Strategies Build on strengthens and eliminate (or

reduce) the weaknesses from the previous plan

Use SMAAART Goals: Specific, Measurable, Achievable, Action

Oriented, Affordable, Realistic, Timely Cover Your Expenses: Self Sustaining or

Allowable Use of Revenue Share

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Questions?