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

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

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

4. SPF
Composition
And Role

5. 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

6. 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

7. SPF
Process

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

9. 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.

10. SPF Timeline
SOURCE: California Association of REALTORS®

11. 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

12. 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!

13. 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

14. 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

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

16. Strategic Planning:
Beyond Budgeting

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

18. 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

19. 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