Increasing Chapter Effectiveness: Strategic Planning with the CEI.

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2 Increasing Chapter Effectiveness: Strategic Planning with the CEI

3 In which we Create an impactful environment in which we can operationalize our core competencies to synergistically create revolutionary new customerfocused opportunities for maximizing stakeholder objectives and increasing our value added through careful attention to cultural competencies, a diverse human capital network, and mindful processes to leverage their personal knowledge capital, both tacit and explicit, and to enable them to synergize with each other in order to achieve the implicit goals of delivering and successfully architecting and implementing an enterprise-wide value framework across the continuum of conservation cross-boundary processes.

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5 Usual Disclaimer All thoughts and opinions expressed in this presentation are my own unless otherwise indicated, and don't necessarily reflect the views of Trout Unlimited. Idiosyncratic view Strategic Planning in context, not a how-to De-mystify strategic planning Generate some discussion!

6 CEI and Strategic Planning What is the CEI? A system of performance measures introduced in 2010 and now revised The new CEI provides Chapters with a tool to measure their success. The revised CEI is roadmap for chapters for capacity building member engagement service to members strategic planning Used most effectively, the new CEI helps chapters improve their work. This presentation shows how CEI fits into TU s Strategic Planning Framework

7 Strategic Planning: Four Simple Questions Despite the arrows, Strategic Planning is not a linear, step-by-step process. 4. Did we make it? CEI 3. How are we going to get there? Strategies Strategic Planning: Four Questions 1. Where are we now? Evaluation 2. Where are we going? Goals and Objectives

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9 Where are we?

10 Where are we? Chapters evaluate: Strengths: what resources do we have, what can we do well? Weaknesses: what are our current chapter organizational limitations? Opportunities: What needs to be done? Threats: What external or internal things limit us. Sometimes called SWOT analysis

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12 Where are we going? Goals and Objectives A simple distinction Goals are general guidelines that explain what you want to achieve in your community. They are usually long-term and represent global visions such as those outlined in the PRRS goals. Objectives define strategies or implementation steps to attain the identified goals. Unlike goals, objectives are specific, measurable, and have a defined completion date. They are more specific and outline the who, what, when, where, and how of reaching the goals Chapters translate TU Goals into Chapter Objectives Does not imply chapter specialization Chapter still deal with local realities

13 Factoring TU Framework into Chapter Planning Protect Reconnect Restore Sustain Division of Labor: TU meets its goals when chapters focus on elements in it s home areas Chapters need to translate TU s Global Goals into Local Objectives. Think Globally, Act Locally

14 One TU TU functions as a seamless whole. One TU, not a national TU and 400 independent chapters. Fund Raising TU goals met when chapters take local action within the framework. The CEI focuses on these Strategic Elements. One critical element of this scheme is Sustainability Communication Conservation Member Engagement

15 Sustainability: Two Elements Sustainability: the capacity to endure Environmental Sustainability Education Advocacy Organizational Sustainability Sound business practices Member engagement Budgeting, Planning, and Fund Raising Recruitment and Retention Leadership Development. Note that the CEI touches on each one of these elements

16 Defining One TU One TU denotes that Trout Unlimited is a seamless organization linking professional staff to Councils and Chapters in pursuit of common goals of Preservation, Restoration, Reconnection and Sustainability of coldwater resources. Through each chapter doing what it can do best within this framework and supported by professional staff, overall goals of TU are met. We know TU is most effective when we have multiple staff-run programs and the full weight of our 400+ chapters and councils all pulling with a common purpose on the same rope. Our continuing efforts to better integrate the totality of the organizations assets from staff program areas to chapters to councils to accomplish our mission is what we call "One TU. Beverly Smith, Vice President of Volunteer Services 16

17 The Zen of TU. See, Enso.. Being One. One TU Get it?

18 TU Staff PRRS National Implements Leadership TU Plan Council One TU Making it Fit Local Conditions and Needs State Councils Translates into Statewide Objectives Chapters Pursues Local and TU Objectives

19 How are going to get there?

20 How do we get there? Strategies- Overall statement linking actions to outcomes Action Plans- detailed plans on how it will happen. Good Action plans Pay attention to cause and effect Based on sound principles Logically connect your actions to desired outcomes Identify responsibilities Are supported budgetarily

21 Did we make it?

22 CEI Success Measures Conservation Projects and Hours Protect Reconnect Preserve Education Projects and Hours Member Engagement Meeting participation Meetings Communication Newsletters Web based, social media Leadership & Development Number leaders Leader succession plan Council Participation Recruitment and Retention Membership Growth Business Practices Effective Budgeting Strategic Planning Outreach Families Women s Initiative Veterans' Programs

23 CEI over time: Essentially Static CEI CEI 08CEI 09CEI 10CEI 11 CEI 12 CEI 13 CEI 14 CEI Mean Median

24 Reasons for not using CEI Leadership not pushed No one Volunteered Doesn't know about it No incentives to use 14% 21% 27% 31% Track other ways Don't think measures well Too Complicated Seems like make work Takes too much time CEI unfair to small chapters Top down management 6% 5% 7% 13% 13% 12% 10% Percentages of Repondents: Checked all that apply

25 CEI: A summary CEI is a key step in effective Strategic Planning and Chapter Success. A successful chapter will incorporate CEI indicators into Strategic Plans CEI is a tool for chapters, and intended to help chapters. Scores are private, and not disseminated outside the national office. Scores are not used to make chartering/re-chartering decisions. Scores are not used to make decisions regarding funding, staff placement, etc.; Scores are used to help the national office make evaluations of where chapters are succeeding, where they need help, and to find examples of engagement techniques that are successful