1. Board Call – March 13, 2019: Strategic Planning
Presented By:
Sarah Cantwell
Board President, MSU Alumni International Board
Past President, Chicago Spartans
Pamela Jones
Engagement Director – Michigan, MSU Alumni
Today we will be discussing the value of strategic planning – how it can guide your clubs activities and help clubs to reach their goals. I am Pamela Jones, Director of Alumni Engagement and joining me is Sarah Cantwell. SARAH TO INTRODUCE HERSELF.
As we work through our conversation today, please feel free to send questions using the chat feature and we will answer them as we go.

2. What is a Strategic Plan and Why is it Important?
Strategic planning is an activity that is used to set priorities, focus energy and resources, strengthen club operations, ensure that everyone is working toward common goals, establish agreement around intended outcomes/results, and assess and adjust the club’s direction. Your planning efforts should produce fundamental decisions and actions that shape and guide what your club. Effective strategic planning will help your club determine where you are going and the actions needed to make progress, it will also help you measure success.  

3. Strategic planning is an activity that alumni clubs can use to:
set priorities
focus energy and resources
strengthen club operations
ensure that everyone is working toward common goals
establish agreement around intended outcomes/results
assess and adjust the club’s direction.
Your planning efforts should produce fundamental decisions and actions that shape and guide what your club. Effective strategic planning will help your club determine where you are going and the actions needed to make progress, it will also help you measure success.  
Things to keep in mind:
Who are you programming for? Keeping in mind, your strategic plan should be inclusive of entire alumni population and not just based on interest of those around the table.
Alignment with MSU & MSUA

4. QUESTION for group:
How many clubs actually use a plan, have a planning session? Set goals?
Having volunteer interest surveys at events or sending electronic version in
Must have a plan to follow up
SCREENSHARE - SHOW THIS IN TOOLKIT

5. How to Execute a Planning Session/Resources:
Vision and Mission
Do we have a vision and mission statement?
If yes, does our current vision and mission adequately address our strategic priorities? .

6. CLUB EVALUATION RESOURCE: VISION & MISSION.

7. (Part I of SOAR Analysis – where are we now?)
CLUB EVALUATION:
(Part I of SOAR Analysis – where are we now?)
Establish areas in which the club is performing well
Establish areas in which the club needs to improve .

8. CLUB EVALUATION RESOURCE: SOAR ANALYSIS HANDOUT.

9. Establish group consensus on our top five priorities
Establishing Strategic Priorities: (Part II of SOAR Analysis – Where do we want to be?)
Establish group consensus on our top five priorities
Work through a SOAR analysis for each priority .

10. ESTABLISHING STRATEGIC PRIORITIES RESOURCE:.

11. What changes need to be made to achieve results?
CREATING THE RIGHT STRUCTURE: (Part III of SOAR Analysis – Are we equipped to get there?)
Do we have the necessary structure in place to address our strategic priorities?
What changes need to be made to achieve results?
Assigning priorities to groups or individuals .

12. CREATING THE RIGHT STRUCTURE RESOURCE.

13. Informing our Action Plans (Start, Stop, Continue, Change):
What events/activities should we start doing?
What events/activities should we stop doing?
What events/activities should we continue doing?
What events/activities should we expand or change? .

14. Informing our Action Plans RESOURCES.

15. What goals can be derived from our strategic priorities?
Building our Action Plans (Committee Brainstorming and Plan Discussion):
What goals can be derived from our strategic priorities?
What key objectives are needed to achieve positive results?
Who should be assigned to these tasks/objectives? .

16. Building our Action Plans RESOURCES:.

17. QUESTIONS for group:
What, if any, hesitation do you think your clubs board may have around spending time developing a strategic plan?
What, if any, challenges do you foresee with this process?
Having volunteer interest surveys at events or sending electronic version in
Must have a plan to follow up
SCREENSHARE - SHOW THIS IN TOOLKIT

18. Using a strategic plan to guide a clubs activities and communications:
Quick way to evaluate if new opportunities fit
Creates a way to evaluate if club is being successful or where opportunities for improvement exist
Creates opportunity for celebration
Important to share planning results in a clear, simple way.
Share that we have an example of a completed plan – CHICAGO powerpoint. (Screenshare?)

19. QUESTION for group:
What part(s) of strategic planning are you most uncomfortable with?
Are there any additional resources you think might be helpful?

20. Continue This Conversation!
Thank you for joining us for this call today, we know this topic is broad and we could talk for hours on each one of these. We hope you heard something that is useful and inspires deeper conversations. We would like to invite you all to continue these types of discussions on our club leaders FB page. Additionally, please don’t hesitate to reach out to fellow club leaders to continue discussions. Remember, all club information can be found using the club locator tool on the website: