1. 913.888.0772 | imodules.com Planning For Success: Strategic Planning for the Web Jennifer McGee, Engagement Manager

2. 913.888.0772 | imodules.com Welcome! Overview of the strategic planning process. Discuss how a basic strategic plan can help you meet your online engagement goals.

3. 913.888.0772 | imodules.com Discussion Topics What is Strategic Planning? 5 Steps of Strategic Planning Overcoming Common problems Resources

4. 913.888.0772 | imodules.com What is Strategic Planning? Looking ahead Establishes priorities Reviewing resources Making a plan for success

5. 913.888.0772 | imodules.com The Value of Strategic Planning Identifies & communicates goals Establishes course of action Helps navigate shifting priorities Proves ROI

6. 913.888.0772 | imodules.com “The essence of strategy is choosing what not to do” Michael E Porter, Harvard Business School “The essence of strategy is choosing what not to do” Michael E Porter, Harvard Business School

7. 913.888.0772 | imodules.com Strategic Planning Team Executive sponsor Key stakeholders Site manager Site administrators

8. 913.888.0772 | imodules.com Discussion Topics What is Strategic Planning? 5 Steps of Strategic Planning Overcoming Common problems Resources

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10. The 5 Steps of Strategic Planning 1. Where are we now? 2. Where do we want to be? 3. How will we get there? 4. What must we do? 5. How are we doing?

11. 913.888.0772 | imodules.com 1. Where are we now?1. Where are we now? StrengthsWeaknessesExternal Needs Market Trends Priority Issues DesignLow open rates EventsMobileCapital campaign MarketingInsufficient resources Career networking Social mediaYoung alumni Audience loyalty Low giving rates Connection to peers Crowdfunding Proving ROI

12. 913.888.0772 | imodules.com Importance: Creates a baseline for benchmarking Gives a point of comparison Puts everyone on the same page

13. 913.888.0772 | imodules.com 2. Where do we want to be?2. Where do we want to be? Mission – Why we exist/big picture. Vision – What we want to be/ideal Goals – What we must achieve/broad ideas

14. 913.888.0772 | imodules.com Goals = What Must We Achieve Examples:  Improve tracking of e-mail marketing  Better resources for internal stakeholders  Update design and content

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16. 3. How will we get there?3. How will we get there? Strategies and Initiatives Compels action Each initiative should be supported with actionable task Simple and easy to understand Measurable results from implementing these strategies GOAL:Improve tracking of email marketing Better resources for internal stakeholders Updated design and content STRATEGY:Create email calendar shared between all stakeholders Build intranet site with training documents and FAQs. Documented plan for redesign and site maintenance

17. 913.888.0772 | imodules.com 4. What must we do?4. What must we do? Goal Strategy Action Each strategy and initiative should be matched with an action item or list of action items – details of ownership and timeframe for completion

18. 913.888.0772 | imodules.com Elements of a Good Action Plan Specific steps Each initiative has an action Describes who does what and when Identifies targeted and measurable results

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20. 5. How are we doing?5. How are we doing? Metrics and Reviews Essential for showing your progress Which metrics will you consistently chart during the year ahead? Match metrics to your action items Schedule regular check-points throughout the year Adjust as necessary Tools to investigate:  Member site statistics  Email marketing reporting  Google Analytics  User surveys  Staff surveys

21. 913.888.0772 | imodules.com Discussion Topics What is Strategic Planning? 5 Steps of Strategic Planning Overcoming Common problems Resources

22. 913.888.0772 | imodules.com Common Problems The one person show Difficult to enforce commitments Bogged down in the process Lack of consensus Lack of buy-in

23. 913.888.0772 | imodules.com Tips for Success Keep it simple Limit of 3-5 goals Goals --- Strategies --- Actions --- Metrics Document and communicate

24. 913.888.0772 | imodules.com Discussion Topics What is Strategic Planning? 5 Steps of Strategic Planning Overcoming Common problems Resources

25. 913.888.0772 | imodules.com Strategic Consulting Services Strategic Goal Setting Engagement measurements and action plan  Benchmarking data with your peer and “aspirational” institutions  Recommended engagement measurements, with annual goals  A plan of action to achieve immediate results Strategic Site Assessment & Analysis Detailed assessment of your website goals and outlined plan of action  Strategic assessment of your website’s effectiveness  Analysis of site usability  In-depth analysis of email marketing strategy  Benchmarking data with your peer and “aspirational” institutions  A detailed report of analysis and a plan of action

26. 913.888.0772 | imodules.com Questions? Jennifer McGee: jmcgee@imodules.com