ANNUAL BUSINESS PLAN. Chapter Purpose Statement. (Statement in progress)

Transcription

1 ANNUAL BUSINESS PLAN MPI Global Vision Statement: To be the first choice for professional career development and a prominent voice for the global meeting and event community MPI Global Mission Statement: To provide MPI members, chapters and the global meeting and event community with innovative and relevant education, networking opportunities and business exchanges, and to act as a prominent voice for the promotion and growth of the industry Purpose Statement (Statement in progress) 1 P a g e #1: Recruitment & #2: Satisfaction #: Member Satisfaction #4: Volunteer Engagement #: Financial Management

2 METRIC 1: Net Member Growth (Recruitment & ) Year-End Actual: 70.00% Year-End Goal: 74.7% Year-End Actual: % Above Region Average & Maintains (2pts) Goal: Above Region Average & Increases by ½% or more (pts) Goal: 74.7% Below Region Average.1-1% = 1 Point.1-2% = 2 Points 2.1 or Higher = Points Item Description Metric Owner (Who is responsible?) Committee or Position Expense Budget Revenue Date (No Later than) Stage to Objective 1.1 Increase Net Member Growth 1 Director Recruitment 6/0/17 Action Recruit a minimum of 20 new members 1,,4, Director Recruitment Entire Board All Committees Action Maintain a membership information/engagement table at all events 1,,4 Director Recruitment Action 1.1. Determine viability of making presentations to students at CSU Chico and CSU Sacramento 1 Director Recruitment Action Quarterly Recruitment Campaigns 1,,4, Director Recruitment $00 $0 6/0/17 2 P a g e #1: Recruitment & #2: Satisfaction #: Member Satisfaction #4: Volunteer Engagement #: Financial Management

3 Action 1.1. Develop a member recruitment video 1,,4 Entire Board Action Generate monthly membership reports for use in making onboarding and retention calls 1,,4 Action Adhere to member onboarding process for new member engagement 1,,4 Action Execute monthly retention calls 1,,4 Director Director Director Elect Objective 1.2 Execute annual member recognition efforts 1,,4 Awards & Recognition 6/0/17 Action Write Volunteer of the Quarter newsletter article 1,,4 Elect Action Recognize volunteers semi-annually at events 1,,4 Elect Action 1.2. Distribute member longevity pins semi-annually 1,,4 Awards & Recognition Action Purchase and distribute chapter awards 1,,4 Awards & Recognition $70 $0 6/0/17 P a g e #1: Recruitment & #2: Satisfaction #: Member Satisfaction #4: Volunteer Engagement #: Financial Management

4 Objective 1. Maintain tracking system for attendance at all chapter events and forward guest names to Membership for recruitment follow-up 1,,4, Objective 1.4 Contribute one Corporate Social Responsibility and/or Community outreach article per quarter (posted on website, in Connects and through Social Media) 1,,4, VP CSR Community Outreach Objective 1. Continue to promote member affiliation graphic to use in signature line (Board and Committee Chairs) 1,2,, 4 VP Website Objective 1.6 Maintain a rolling 18-Month Master Calendar 1 METRIC 2: Satisfaction Based on 6 pt. scale.29 TBD Meet score: Exceed score: Item Description Metric Owner (Who is responsible?) Committee or Position Expense Budget Revenue Date (No Later than) Stage to (e.g., 10%, 2%, 0%, etc. For Use at Mid-Year Retreat) Objective 2.1 Increase Satisfaction of Programs 2 Entire Board All Committees Action Execute six education sessions; three educational lunches/breakfasts; two workshops; and one joint session with CAlSAE 2 $16,100 $1,70 6/0/17 4 P a g e #1: Recruitment & #2: Satisfaction #: Member Satisfaction #4: Volunteer Engagement #: Financial Management

5 Action Action 2.1. Action Action 2.1. Action Objective 2.2 Action CHAPTER BUSINESS PLAN Ensure website and 18-month Master Calendar is updated on monthly basis to add newly secured educational programs Provide at least four educational programs that provide continuing education through our CMP preferred provider status Provide educational content to increase knowledgebased credibility of members Apply for at least one education MPI Foundation grant topics will be focused on strategic competencies 2, 2, 2, 2, 2, Provide networking and education at Cocktails, Coffee & Content 2, Develop education content for Cocktails, Coffee and Content 2, VP Special Special Website $0 $0 6/0/17 Other Special $0 $0 6/10/17 Other Special P a g e #1: Recruitment & #2: Satisfaction #: Member Satisfaction #4: Volunteer Engagement #: Financial Management

6 Action Promote more clearly the format of Cocktails, Coffee & Content VP Publications Social Media Objective 2. CMP Study Group is using tools and preparation materials consistent with the CMP International Standards 2, Professional Development $10 $20 6/0/17 Objective 2.4 Develop Meeting Planner Boot Camp curriculum and work with education on date and location to implement a full-day session for new meeting planners 2, Professional Development $1,00 $,000 4/0/17 Objective 2. Increase member attendance 2 VP 6/0/17 Action 2..1 Minimum of one article on upcoming educational programs in Connects 2,1 VP VP Publications Action 2..2 Commence educational program marketing at least three to six weeks prior to event date 2,1 VP Social Medial $0 $0 Ongoing Action 2.. Evaluate effectiveness of current weekly communications by looking at Google analytics and recommend possible changes 2,1 VP Publications $0 $0 12/1/16 6 P a g e #1: Recruitment & #2: Satisfaction #: Member Satisfaction #4: Volunteer Engagement #: Financial Management

7 METRIC : MEMBER SATISFACTION Overall Satisfaction Score Previous Score: 9.% Meets Score: 9.0% Exceed Score: 9.0% Item Description Metric Owner (Who is responsible?) Committee or Position Expense Budget Revenue Date (No Later than) Stage to (e.g., 10%, 2%, 0%, etc. For Use at Mid-Year Retreat) Objective.1 Increase member satisfaction Entire Board All Committees 6/0/17 Action.1.1 Poll membership quarterly via social media on proposed educational topics,2,1 VP VP Social Media $0 $0 Action.1.2 Research options for live polling at current sessions VP VP Director PR & $0 $0 12/1/16 Action.1. Implement and maintain new polling system VP VP Social Media 12/1/16 Action.1.4 Action.1. Solicit testimonials from previous sponsors/venues/volunteers, etc. to help drive membership/sponsorships/attendance Research option of a Facebook Group in addition to the page for ease of communication with other members Entire Board PR $0 $0 Ongoing VP Social Media 7 P a g e #1: Recruitment & #2: Satisfaction #: Member Satisfaction #4: Volunteer Engagement #: Financial Management

8 Action.1.6 Develop FAQ s for website VP VP s Directors Action.1.7 Include MPISSN Fun Fact quarterly in newsletter, website and e-blasts Strategic Objective.2 Develop consistent branding VP Action.2.1 All communications are proofread for consistency by PR/Comm prior to being sent out VP PR & $0 $0 Ongoing Objective. Develop Editorial Content Calendar,2 VP Publications $0 $0 Action..1 Action..2 Update Master Calendar to include editorial content deadlines, include link back to event page for ease of use by members Communicate upcoming article deadlines to appropriate leadership individuals, send form to chair prior to deadline to encourage proper submission,2 VP Publications $0 $0 Ongoing,2 VP Publications $0 $0 Quarterly Action.. Maintain/ Increase Members of LinkedIn, Facebook and Twitter by 2%,2 VP Social Media Objective.4 Update Community Outreach Program for ,2 VP Community Outreach Committee and CSR $0 $0 8 P a g e #1: Recruitment & #2: Satisfaction #: Member Satisfaction #4: Volunteer Engagement #: Financial Management

9 Action.4.1 Solicit new local charity by putting a call out for applications,2 VP Community Outreach Committee and CSR $0 $0 /0/17 Action.4.2 Let membership & charities know of selected organization for upcoming year.,2 VP Community Outreach Committee and CSR Action.4. Develop and execute new raffle prize solicitation program,2 VP Community Outreach Committee Action.4.4 Maintain Spare Change program for MPI Foundation VP Community Outreach Committee $0 $0 Ongoing Objective. Commence Administration Annual Performance Review Process Action..1 Solicit evaluation comments from Board and Committee Chairs $0 $0 /0/17 Action..2 Conduct Annual Review Results with Elect Objective.6 Update and Maintain Policy & Procedure Manual Elect Action.6.1 Coach Elect in preparation for role as 9 P a g e #1: Recruitment & #2: Satisfaction #: Member Satisfaction #4: Volunteer Engagement #: Financial Management

10 Objective.7 Develop Post-Board meeting action item tracking spreadsheet $0 $0 7/1/17 Action.7.1 Update and distribute action item spreadsheet within one week after each Board meeting Objective.8 Research feasibility of moving to a three-year strategic plan Elect $0 $0 7/1/17 Objective.9 Distribute Membership Satisfaction Survey $0 $0 2/1/17 Objective.10 Conduct Global Meetings Industry Day (GMID) Event VP Special Community Outreach Other Special $0 $0 4/12/17 METRIC 4: Volunteer Engagement 1/16 Year-End Actual: % of Members Volunteering = 1 Point % of Members Volunteering = 2 Points. 1% or Above of Members Volunteering =Point Meets Score: TBD Calculation: Volunteer Engagement Number Divided by Current Membership Number = % of Member Engagement Will need to pull end of year numbers to calculate Exceeds Score: TBD Will need to pull end of year numbers to calculate (June numbers pending report) Item Description Metric Owner (Who is responsible?) Committee or Position Budget Date (No Later Stage to (e.g., 10%, 2%, 10 P a g e #1: Recruitment & #2: Satisfaction #: Member Satisfaction #4: Volunteer Engagement #: Financial Management

11 Expense Revenue than) 0%, etc. For Use at Mid-Year Retreat) Objective 4.1 Increase Volunteers to 9% of membership 4 Entire Board All Committees Objective 4.2 Increase New Member Participation at Activities 4 Entire Board All Committees Action Adhere to member onboarding process for new member engagement at each event 4, Elect/ Membership Action Engage four new members per quarter by inviting them to and introducing them at each event 4 Elect n/a $00 $0 6/0/17 Action 4.2. Oversee the Volunteer á la carte program and help build out committees 4 Elect All Committees Action Execute successful crab feed event 4,,2,1 Action 4.2. Action Enhance and Execute Trade Show (to encourage 4,,2,1 increase in attendance & supplier satisfaction) Enhance Annual Event and Silent Auction 4,,2,1 (to encourage increased volunteer engagement) Special Special Special Crab Feed $8,00 $16,000 /1/17 Trade Show Committee $2,0 $17,800 4/1/17 Annual Event Committee $6,000 $28,20 6/0/17 Action Hold annual Sip & Swirl Member Only Appreciation / Volunteer Recruitment Event 4,,2,1 Other Special $1,00 $00 4/0/17 11 P a g e #1: Recruitment & #2: Satisfaction #: Member Satisfaction #4: Volunteer Engagement #: Financial Management

12 Special Action Coordinate with Committee on promotion strategies/marketing plan VP 4,,2,1 Social Media Special $0 $0 Ongoing Objective 4. Maintain a Past s Advisory Council 4,,1 Action 4..1 Hold quarterly Past s Advisory Council meetings prior to educational programs. 4,,1 Action 4..2 Implement a Mentor Match program for new members 4,,1 PPAC Action 4.. Serve as Liaison between Board and PPAC 4,,1 Objective 4.4 Convene Nominations Committee and cultivate slate for Ballot 4 $0 $0 /1/17 Action Call for nominations from floor of meeting and in newsletters 4 $0 $0 11/0/16 Action Review and revise if necessary questionnaire for candidate interviews 4 $0 $0 1/20/17 12 P a g e #1: Recruitment & #2: Satisfaction #: Member Satisfaction #4: Volunteer Engagement #: Financial Management

13 Action 4.4. Conduct candidate interviews and post slate on website for 0 days 4 $0 $0 1/27/17 METRIC : FINANCIAL MANAGEMENT [Calculated on Gross Margin and based on submitted budget for fiscal term) Previous Year s Gross Profit: TBD 1. Year-End Gross Margin is 1-% = 1 Point 2. Year-End Gross Margin is.1-10% = 2 Points. Year-End Gross Margin is 10.1% or above = Points Gross Profit Calculation: Total Revenue Minus Total Expenses Divided by Total Revenue = Gross Margin % Item Description Metric Owner (Who is responsible?) Committee or Position Expense Budget Revenue Date (No Later than) Stage to (e.g., 10%, 2%, 0%, etc. For Use at Mid-Year Retreat) Objective.1 Complete and Submit Annual Taxes $70 $0 10/1/16 Action.1.1 Execute Annual Audit Audit $0 $0 10/1/16 Action.1.2 Submit Annual Tax Returns to HQ $0 $0 10/1/16 Action.1. File Tax Returns with State & Federal Governments $10 $0 10/1/16 Objective.2 Research CD Investment Options $0 $0 10/1/16 1 P a g e #1: Recruitment & #2: Satisfaction #: Member Satisfaction #4: Volunteer Engagement #: Financial Management

14 Action.2.1 Meet with Financial Planner to Discuss Recommendations and Options $0 $0 10/1/16 Action.2.2 Determine Course of Action for Investment of Funds Board $0 $0 11/0/16 Objective. Monitor All Revenue and Expense Items in Budget Action..1 Revenue (Advertising Website, Newsletter, Directory, E-Blast, Career Center) Strategic, Advertising $2,880 $8,000 6/0/17 Action..2 Strategic Sponsors (Key Partners, Sponsors) Strategic $0 $12,00 6/0/17 Action.. Special (Annual Event, Crab Feed, Trade Show, Other Special ) Special Special Other Special, Trade Show, Crab $16,60 $62,00 6/0/17 Feed, Annual Event Action..4 (Luncheons, Workshops, Boot Camp, CMP Study Group) Special $18,100 $1,70 6/0/17 14 P a g e #1: Recruitment & #2: Satisfaction #: Member Satisfaction #4: Volunteer Engagement #: Financial Management

15 Action.. Membership Recruitment & Membership, Membership Recruitment $,00 $12,61 6/0/17 Objective.4 Create a Defined and Streamlined Strategic & Sponsorship Process $0 $0 8/1/17 Action.4.1 Update Strategic Packet and Minimalize Sponsorship Options Strategic $0 $0 7/1/16 Action.4.2 Reevaluate and Minimalize Print and Website Advertising Options Advertising $0 $0 7/1/16 Action.4. Update Sponsorship and Advertising Tracking System Strategic Advertising $0 $0 7/1/16 Objective. Create a Value Statement Based on Membership Data to Encourage Buy-In $0 $0 7/1/16 Objective.6 Gain Two New Key Partners from Outside of California Strategic 6/0/17 Action.6.1 Define Potential Out-of-State Partners Based on June 2016 Membership Report $0 $0 7/1/16 Objective.7 Make Calls per Month for Sales or to Check- In on Partners/Advertisers Strategic Advertising 1 P a g e #1: Recruitment & #2: Satisfaction #: Member Satisfaction #4: Volunteer Engagement #: Financial Management

16 Objective.8 Engage 10% of Supplier Membership as a Key Partner, Sponsor or Advertiser Strategic Advertising Action.8.1 Make Contact with All Supplier Members Once During the Year 16 P a g e #1: Recruitment & #2: Satisfaction #: Member Satisfaction #4: Volunteer Engagement #: Financial Management