Chapter Planning Keys to Making Planning More Effective Don Boyer.
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Transcript of Chapter Planning Keys to Making Planning More Effective Don Boyer.
Chapter Planning
Keys to Making Planning More Effective
Don Boyer
July
Today
We have only 20 minutes, so our limited outline is:
Definitions
Highlights, How-to’s
Resources for further preparation
Q&A
Note: Although we are talking about Chapter Planning, the same approach works on your work projects or family vacations
July
Context - Sequence
Elect Chapter Officers
Collect input from members on what they value
Train Chapter Officers as a team (or review/tailor training for a continuing leadership team) soon after election (before taking office)
Plan as a team. Create/update Strategic Plans; Develop Operational Plans
Review/update plans as needed - at least once or twice a year
July
Resources
Keys to Effective Chapters wiki
How-to’s and examples of planning
Chapter Planning Workbook
& Accompanying Chapter Plans Template
Alice in Wonderland
July
Engineers can be like Alice – ‘We don’t have time for a plan, let’s just get started doing’
"Cheshire Puss,...Would you tell me, please, which way I ought to go from here?""That depends a good deal on where you want to get to," said the Cat."I don't much care where--" said Alice."Then it doesn't matter which way you go," said the Cat."--so long as I get SOMEWHERE," Alice added as an explanation."Oh, you're sure to do that," said the Cat, "if you only walk long enough."
- Alice in Wonderland by Lewis Carroll
July
http://keys-to-effective-ch.wikispaces.com/Planning
July
Plans are nothing; planning is everything.
Dwight D. Eisenhower
Producing a plan because it is required is worthless, whereas planning together bonds and aligns the team and puts the best new ideas into motion.
July
Why Plan?
Provide maximum value to members
Align the leadership team – get all on the same page
Reduce stress, panics, and glitches throughout the year
Continuity - plans accommodate sudden changes in leadership
Makes it easier to bring in new leadership team members
And – reduce the probability of a disaster
July
Harvard Business School found:
"2 out of 3 HR and IT departments develop plans that are not linked to the company's overall strategy".
"Most devastatingly, 95% of employees do not understand their company's strategy. (How are they supposed to execute a plan if they don't understand it?)"
Why Plan?
July
Although some chapter leaders have experience with strategic and organizational operations planning, many have not yet had the opportunity.
Therefore, we have organized a “cookbook” approach that anyone should be able to follow.
This planning should not only help your chapter but also help develop your personal career.
‘But I Don’t Know How to Plan!’
July
Strategic vs Operational PlanningWhat’s the difference?
Strategic planning envisions the future and develops an approach to achieve that future
Strategic planning is worthless - unless there is first a strategic vision that is shared among the leadership.
Strategic plans define the vision of you want to achieve and provides the context for Operational planning
Operational plans are the incremental steps to achieve your Strategic plans.
July
Strategic Planning
Base plans on what your members most value
Find out through member surveys or town hall meetings
Use a SWOT analysis to get things rolling
Ensure the leadership team is involved & also consider inviting all members to participate – nobody knows everything; nobody knows nothing
Create a shared Vision of what you want your chapter to be
Set measurable Goals for the next 5 years
July
Operational Planning
Details of activities for the coming year based on Vision and Goals set out in the Strategic Plan.
Include roles & responsibilities, schedule and budget.
Plans are a living document with updates to be done iteratively, refining details throughout the year.
July
Operational Planning
Chapter events
Meetings/tutorials/activities
Chapter communications – website(s), emails, social media, newsletters
Membership – recruiting and retention, student division
July
Operational Planning, p2
Technical plans
Local and international Working Groups
Promotion of certification
Involvement at IW and IS
July
Operational Planning, p3
Promoting INCOSE
Other chapters support and joint work
Financial support
Nominations for INCOSE awards
Promoting IW and IS
July
Operational Planning, p4
Outreach & Collaboration
Invitations to chapter events
Going to corporate, educational, and community entities, joint meetings with other associations
Speakers from CAB or other local companies
Financial support or venue provided by CAB
Recruiting new local sponsors or CAB companies
Collaboration/support to local school/universities
July
Operational Planning, p5
Chapter Operations & Local Recognition
Leadership team meetings
Annual open elections
Promotion through electronic ‘banner’ at meetings
Recognition of noteworthy contributors to chapter
Recognition/thank you letters
July
Operational Planning, p6
Chapter top level schedule
Chapter budget
Independent review/audit
July
Systematic Approach
There are so many great possibilities for your chapter you can get overwhelmed
Ask participants to prepare beforehand
Consider separate sessions for Strategic and Operational planning
Tools to help
Chapter Planning Workbook & Template found on the Wiki
Example plans, how-to’s found on the Wiki
July
Chapter Planning Workbook The Workbook includes most everything that
could be done, so needs to be tailored to fit your chapter
Organized around the Chapter Awards criteria
The Introduction discusses planning methodology
The Workbook has suggestions and worksheets to fill in for all the different topics during your planning session
Assign responsibilities, budget, deadlines
July
Chapter Planning Workbook Sample
July
Chapter Planning Workbook Sample
July
Chapter Planning Workbook Sample
JulyQuestions?