Strategic Planning & Budgeting for Local Associations C. A. R

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Presentation transcript:

Strategic Planning & Budgeting for Local Associations C. A. R Strategic Planning & Budgeting for Local Associations C.A.R. SPF Forum January 2007 James Liptak 2006-2007 C.A.R. Treasurer

Agenda Overview of C.A.R.’s Planning/Budgeting Process Directed Questions to Panel by Moderator Open Q & A from Audience

Overview of C.A.R.’s SPF Function SPF’s Role in Organization SPF Composition Planning/Budgeting Process & Timeline

SPF Composition And Role

SPF Committee Structure 18 Members 3 groups of 6 appointed to staggered 3-year terms Chaired by C.A.R. Treasurer (2 year position) Two Vice-Chairs Officers Candidates for Officer Positions

SPF Role in Organization Primary Budget Advisory Arm to BOD Meshes Long-Range Strategic Planning with Budget Concerns Identifies Critical Issues that are relevant to near-term and long-term future with: R.E. industry and practitioners C.A.R. and its membership, and Organized real estate in general Special Budget Allocations

SPF Process

Brainstorming Reading, Discussion & Analysis Current Trends New Paradigms New Thinking

Brainstorming What trends/developments are taking place over the next few years that will impact: The market? Our members? The industry? Organized real estate? December brainstorming meeting kicks off SPF process for rest of year.

SPF Timeline SOURCE: California Association of REALTORS®

Information Gathering-Topics Environmental Scan Information Gathering-Topics Economy and Market Membership Survey and Forecast Consumers Buyer/Seller Trends, Technology, Demographics Industry Brokerage & Technology Hot Topics Planning Assumptions

Information Gathering-Sources Environmental Scan Information Gathering-Sources C.A.R. Staff NAR Outside sources: RealTrends Speakers: Brokers, Agents, Outside Experts Information drives development of program objectives and budgets!

C.A.R. Program Development Multiple programs/departments in each group VPs/Managers prepare program objectives and budgets Programs presented to SPF staff for review Zero-based budgeting Specific budget for coming year, with outlines for 3-year direction

Budget Review & Approval Process SPF Committee Summer Budget Meeting Review and Recommend Executive Committee Special Budget Meeting Board of Directors Session Approval of Budget for Coming Year

Informed, Fact-Based Decision Process SPF Process NOT Opinion-Based Decision Process

Strategic Planning: Beyond Budgeting

Ideas into Action Combined Function Forces Concepts & Ideas To address budgeting realities To conform to timelines To determine feasibility and possible returns on investment

Panelists Nelson Janes Sandy Haney Chuck Hill Association Executive, Sacramento AOR Sandy Haney Association Executive, Monterey County AOR Chuck Hill President, Paso Robles AOR RE/Max Parkside Real Estate

For More Information… PPT on SPF Planning & Budgeting Process will be posted on “SPF Meeting Materials” portion of CAR web site REALTOR.org ->Executives Page-> Survey Tool to Assess Where You want to go