ARMA Strategy and Planning Updates

Objectives Consistent messaging around ARMA’s Perspective Refresher on notable knowledge and trends Update on current year GOST Goals for the next fiscal year-> What does it mean for you? Our next chapter together

Get To Know Us The Driving Force………….Empower the Community ARMA is leaning forward to meet the needs of these converging professions. And it starts with our vision for the organization. The changes to the organization’s vision and mission came about as the ARMA Board met for its annual two-day strategic planning session held last month. We spent a lot of our time focused on 30 words. Why so much time on 30 words you may ask? Those 30 words make up our new mission and vision statements – 15 words for each, but every word in each statement has a tremendous amount of thought and strategic direction aimed at advancing the profession. Thanks to the diligent and patience of the board of directors, we are pleased to unveil the organization’s new vision and mission: NOTE: They’ll see the Vision in the video on Sunday ARMA’s New Vision: To be the driving force that enables organizations to harness the strategic power of information ARMA’s New Mission To empower the community of information professionals to advance their careers, organizations, and the profession. Also new is our perspective on the profession.

Notable Knowledge Audience Insight 25% Government, State, Territory, Province, Local 5-7% Federal Government 66% Small Companies (less than 5K with 42% less than 1K) 63% of members are 41-64 years old 86% are Chapter Members 27% 1-3 years of membership, 18% 7-10 years, 17% 21+ years 77% of members don’t have IM specific degrees and 50% say RIM is only a portion of their role

Notable Knowledge Membership and Leadership Challenges Employer support and job security is 3rd ranking reason preventing continuous ARMA membership Reduced pricing in resources and/or membership was top answer for increasing membership satisfaction Chapters have high membership but low engagement. They want education that is easy to access, timely, and relevant but only some chapters are succeeding in this Top challenges for leaders: Volunteer burnout 38%, Member Participation 23% While Chapter Leaders understand their role and mostly feel supported, Region Leaders are struggling in their understanding of their role and how to apply the HQ resources

Website First Year Retention Social Engagement IGBOK Conference Experience SEO IGP Component Communication Partnerships Membership size Conference Attendance

What does our next chapter hold for us? Employ progressive and sustainable technologies Provide an exceptional membership experience Improve the satisfaction and success of Regions and Chapters Increase the size and engagement of membership Increase visibility and influence of the Organization Facilitate professional opportunities for current and future members Now that we had our new vision and mission statements defined… the board looked at our goals for the upcoming fiscal year to see if they needed to be changed or revised. The good news is that they stayed primarily the same, telling us the work we started last year remains on track. Our fiscal year 2018-2019 goals are: Employ progressive and sustainable technologies Provide an exceptional membership experience Improve the satisfaction and success of Regions and Chapters Increase the size and engagement of membership Increase visibility and influence of the Organization Facilitate professional opportunities for current and future members

The Year of the Chapters 2017: The Year of the Chapters As you will recall…. we named 2017 the year of the Chapters. The purpose for this was to both acknowledge the power that our chapters hold in this organization… as well as remind us all that by supporting our chapters better, by engaging and connecting with them under a common goal, we can do almost anything… including changing the world. Tomorrow, you will hear in greater detail about our biggest milestones of 2017. We DID have a lot of successes…from creating tools and resources to help our chapters, to opening up the dialog by connecting chapters and members together…we began making very important gains in reversing some of the negative trends in this organization.

The Year of the Chapters 2017: The Year of the Chapters 2018… While we we’ve been working hard and have some successes we’re proud of, we also still have some major hurdles and the foundation we’re building today will be so important to the future of ARMA. As we approach a new fiscal year, another very critical year for ARMA, where do we take that foundation? We continue adding additional support systems and we start to really test the stability and tenacity. As we lean into this momentum, I hope you are ready to begin our next chapter of ARMA’s journey

Support + Recognition + Impact + Personal Growth = Satisfaction Effective Reporting Valuable Speaker Database Onboarding tips Chapter Session Assistance Informed + Cohesive Communications + Integrated efforts = Success Communications Strategy Recruitment Strategy Chapter Advisors Satisfaction Success Tomorrow Heather will go into details about the items that we will be moving forward, along with a continued focus on improving your experience as a leader Improve resources, and training with emphasis on effective reporting, valuable speaker database, onboarding tips, and chapter session assistance. Improve the experience of the chapter leaders through increased recognition and revised or new avenues for communication and learning. Develop and implement a Region and Chapter communications strategy to ensure maximum effectiveness and to avoid duplicating efforts or increasing noise. The strategy will create a channel for more effective chapter reporting and region goal setting and reporting. Develop and deploy chapter recruitment strategy integrated with overall HQ recruitment strategy and to include incentives for increased chapter recruitment efforts Create a chapter leader advisory group and deploy to provide feedback and work on various tactics related to overall strategy

Our Commitment to keep Raising the bar! Relevant Agile Integrated Stimulate Essential IGBOK IGP and other Fundamentals: These resources have been refreshed but as we evolve these will always be under review for relevancy and refinement AGILE: Acknowledge and teach to the variables that are unique to each organization and each professional and how to leverage the best practices as a guide in an agile way that is risk based and scalable. Integrated as an organization and also within the industry-to engage and collaborate across segments as we recommend our professionals do internally We must stimulate, incite, and fuel real movement for the professionals who manage information. This will take bottom up and top down awareness, cross functional training, and a fight for the resources it takes to succeed. It will separate leaders from the crowd. In the end, ARMA should be essential to the career journey, the chapters should be central to the ARMA experience and our professionals will prove to be a vital part of the future organizational structure.