® Annual Planning Rhoda Smolow, Organization Department Chair Lindy Ettin, Associate Director, Unit Services

® Agenda Annual Plan Project Managers Annual Plan Process: 2015 Annual Plan and Revenue Share Time Line Resources for Preparing 2015 Annual Plan Table Activity Q & A

® Annual Plan Project Managers Viviane Kovacs, Outgoing President Nassau Region Ruthanne Warnick, Outgoing President Southeastern Region

® Annual Plan Project Manager Assignments Ruthanne Warnick Metro Mid-Atlantic HNE Viviane Kovacs Florida Super South West Coast/Mountain Southwest Midwest

® Annual Planning Process 1. President submits 1 st draft of Annual Plan to Resource Chair a) Resource Chair to share with Annual Plan Project Manager b) Resource Chair and Annual Plan PM to review plans and make recommendations to Presidents for changes 2. President submits 2 nd revised draft to Resource Chair a) Resource Chair to share with Revenue Share PM & Annual Plan PMs b) PMs to confer and send final recommendations or questions to Presidents and Resource Chairs 3. President makes final changes and submits final plan to Resource Chairs a) Resource Chairs send final plan to Lindy at National (cc project managers) 4. Presidents receive 1 st qtr revenue share checks the week of January 1, 2015 a) May be sent to Region office, Region treasurer or President

® Sample Annual Plan Annual Plan Tab Aligned Goals Activities Income Expenses

® Operating Budget Tab Income/Expense No Duplicates 3 month usual & customary Sample Annual Plan

® Disbursement Tab Projected vs Actual In Compliance Functioning Chapter?

® Sample Annual Plan Summary & Request Tab

® Evaluation Tab No longer optional. Information will be reviewed quarterly Presidents can track any data they want – membership, fundraising, etc. Comments should be completed for each activity Activity details should copy over automatically

® Resources for Preparing 2015 Annual Plan 2013 Unit Profile How to Use Your Unit Profile document 2014 Annual Plan Annual Planning & Revenue Share Guidelines Sample Annual Plan 2015 National Goals and Strategies 2015 Annual Plan and Revenue Share Timeline

® Activity Each table has a packet describing a leadership, membership or fundraising challenge Use the described Unit Profile data about your sample Region and identify 3 ways you plan address these issues in your Annual Plan Example: Region A has diminishing leadership in the area. Unit Profile Data: Leadership health is waning but there are 5 “blue” units with potential emerging leaders.

2013 Sample Unit Profile: Leadership/Chapter Health

® What would you include in your Annual Plan to address this issue? Move 3 out of 5 “blue” units to “green” by the end of the year by focusing on leadership training. Subvent five emerging leaders, one from each blue unit, to the Region board meeting and training. Expenses include travel, hotel, registration and meals Emerging leader to return to chapter and give update from board meeting and transfer leadership skills to other chapter board members. Connect with chapter leaders quarterly to maintain contact and give support.

® Did you… Align the 2015 Annual Plan to National Hadassah’s Goals and Strategies Build on strengthens and eliminate (or reduce) the weaknesses from the previous plan Use SMAAART Goals: Specific, Measurable, Achievable, Action Oriented, Affordable, Realistic, Timely Cover Your Expenses: Self Sustaining or Allowable Use of Revenue Share

® Questions?