STRATEGIC PLANNING

Strategic Planning
Overview
What is a strategic plan?

Where do you begin?

How do you get others on board? Tips for effective Strategic Plans!

Strategic Planning
What Is A Strategic Plan?
Is a road map or course of action for achieving

desired results;
Should be laid out before the first steps are

taken;
Is typically developed by committee; and Plays a vital role in seeking funding.

Strategic Planning
Where Do I Begin?
Work with designated members to decide the

future of the organization;

Get inside the members minds and know what

they are really thinking and want; and

Do a survey or task representatives to bring the

knowledge to the table.

Strategic Planning
How Do I Get Others On Board?
Start early by speaking to designated

participants who will have input into the decision-making process;

Share reports and other objective data with the

committee;
Divorce personalities from the discussion; and Position the strategic plan as neutral and truthful

based on members feedback.

Strategic Planning
Tips for Effective Strategic Plans!
Work in a neutral environment; Allow time for group interaction:

In the form of a group activity Build a sense of teamwork and create an environment where laughter and conversation flow freely.

Eliminate distractions; and Develop a plan with clear action items.

Strategic Planning

Strategic Planning: Obtaining Agency Funding for BIG Conference Attendance

Strategic Plan for Funding

Overview
Challenges for Chapter Leadership Overcoming The Challenges Current Situation in most agencies Factors affecting agency support of NIG NTC Examine Strategic Plan Summary

Strategic Plan for Funding

Common Challenges for Chapter Leadership
Member recruitment and retention; What can BIG do for Me?; Perception of BIG by others; Limited participation by chapter members; Personal agendas; and Agency support of the BIG National Training Conference.

Strategic Plan for Funding

Overcoming the ChallengesChapter Officers
Must remain focused on goals and objectives of BIG; Develop a strategic plan to establish and maintain chapter

visibility;

Question: Does your agencys leadership support and promote workforce diversity?

Eliminate personal agendas BIG is not about YOU! Provide best possible example of leadership to the

membership be objective.

Strategic Plan for Funding

Current Agency Situations
Reduction in Training & Travel Budgets; Partial Funding - Admin/Annual Leave; Full Funding for some attendees; and Members continue to request assistance in obtaining

more Agency commitment to fund their BIG Training Conference attendance.

Strategic Plan for Funding

Factors Affecting NTC Support
Management Perception of BIG; Management Perception of BIG NTC, and other advocacy

group conferences (FEW, IMAGE, NAACP, etc); Lack of individual chapter visibility and RESPECT! Location of BIG NTC.

Strategic Plan for Funding

Examine Your Strategic Plan
Developed by each Chapter President or Chapter Officers

(Executive Committee);
Executed by each Chapter President; Plan should address specific Agency environment; Plan should be goal oriented (how many members to be

funded); and
Should contain actions for each month of the calendar year.

Strategic Plan for Funding

Monthly Activities
JANUARY Perform analysis of Agency wide membership and determine membership interest in the NTC. Deadline: February 15 FEBRUARY Schedule individual meetings with senior level managers. MARCH Draft conference announcement and meet with senior level managers, no later than March 15. Then distribute conference announcements (see handouts) Agency wide.

Strategic Plan for Funding

Organization Chart Example
Agency XYZ
Agency DIRECTOR

Deputy Director

Chief of Staff

Element A

Element B

Element C

Element D

Element E

Level 1

Level 1

Level 1

Level 1

Level 1

Level 2

Level 2

Level 2

Level 2

Level 2

Strategic Plan for Funding

Monthly Activities
APRIL Complete the selection process and hold a group meeting with all who were selected. Assist with preparation of necessary training/travel forms and identify/elect delegates. Sponsor brown bag lunch meeting with agency director, deputy director, etc. MAY Membership month program. JUNE & JULY Provide additional conference preparation assistance, as necessary, for example: NTC registration, hotel reservations, travel, credit card application, etc

Strategic Plan for Funding

Monthly Activities
AUGUST Conduct final group meeting and develop strategy for maximum workshop coverage.

SEPTEMBER
Send e-mail reminders for conference workshop reports Collect all reports within 5 weeks from the last day of the conference Forecast and submit funding requirements for next conference Individual Development Plan (IDP) OCTOBER Prepare conference summary report and provide to Agency Director. Schedule meeting with Agency Director Sponsor an agency wide workshop (invite BIG NTC presenters)

Strategic Plan for Funding

Monthly Activities
NOVEMBER/DECEMBER Conduct meeting with Agency Director. Discussion should be focused on Benefits Derived from attending the training conference.

Strategic Plan for Funding

Historical Example of NTC Attendance
Three Federal Agencies, Same Department, Comparison of Funded Attendees

Year
1993 1994 1995

Agency A
100+ 100+ 100+

Agency B
70+ 80+ 80+

Agency C
2 2 7

Strategic Plan for Funding

BIG NTC Attendance History - Agency C
Year 1990 - 1994 Attendees Funded 1 or 2

1995
1996 1997 1998 1999 - 2008

7
20 *** 18 *** 40 25-30

Strategic Plan for Funding

Summary
Aim High! Get the support of the Agency Director; Maintain Chapter visibility - execute programs throughout the year; Meet regularly with managers (4-6 month intervals) and establish

individual rapport; Post Conference Reporting - reinforce benefits derived from conference attendance; Chapter Presidents are the key - but lots of assistance from chapter members is needed; Chapter officers must remain focused on the BIG goals and objectives; Keep workforce diversity on the radar of agency leadership; Strategic Planning is ESSENTIAL to a chapters success!! A failure to PLAN becomes a PLAN to fail!!

The Strategic Plan

Contact Information

Mr. Lamonte Johnson, Region XI DIA Chapter (202) 231-8404 big_dia_chap@hotmail.com and/or LJ_Lamonte@Yahoo.com

The Strategic Plan