Strategic planning – it’s future Ted and Marshall’s problem Saturday, Sept. 30, 2017

Are we future Ted & Marshall? Annual leadership changes with succession planning Competing priorities – themes vs. priorities Absence of a “north star”

Cincinnati PRSA leadership path VP Programming  President Elect  President Immediate Past President VP Programming burnout President elect role confusion President ramp up time Immediate past president role confusion

How to create a strategic plan Find your unbiased moderator Form your committee – open call vs. selected members The hard-working volunteer The long-time, passionate chapter member The newbie The complainer Plan for a half-day session – structure is key Feed your committee

How to create a strategic plan – Part 1 Moderator set-up Facilitate only SWOT Leverage the Post-It notes Create level playing field Plan 15-20 minutes Walk through the Post-Its, yes, every one Group where possible – ask for permission to group “Do we all agree this is our current reality?”

How to create a strategic plan Break out the chocolate

How to create a strategic plan – Part 2 Start futurecasting 1 year 3 or 5 years 5 or 10 years Bring back the Post-Its Allow 15-20 minutes

How to create a strategic plan – Part 2 Walk through each Post-It note Ask for buy-in “Is this a priority for our chapter in the next year?” “With our limited time and resources, is this something we need to tackle next year?” Website or new chapter members? Go through each year in isolation “Do we all agree this is our preferred future state?”

Cincinnati PRSA – Year 1 realities Created strategic planning – check Expanded membership, reconnected with PRSSA Explored rebrand – programming, major events Explored new website

Cincinnati PRSA – Year 3 realities Clearer sponsorship focus Improved one-on-one recruitment efforts Expanded chapter administrator position Positioned chapter as thought leader on future state of PR/marketing in Greater Cincinnati

Cincinnati PRSA – Year 5 realities Recognition as one of the “big things” in Greater Cincinnati No longer fighting for attention with AMA, etc. Fully realized community social outreach Fully realized reputation management campaign

Cincinnati PRSA – Results Current president, president elect, VP programming met twice to review strategic plan draft Draft due to the committee in mid-October Board votes on draft in November Implementation begins in January

Questions?

Thanks, past Cincinnati PRSA – you guys are great