1. WEBCAST – MARCH 20, 2015 Susan Post, SHRM-SCP, CAE SHRM Divisional Director East Phyllis Shurn-Hannah, SHRM-SCP SHRM - NE Region FSD VOLUNTEER LEADERS’ SUMMIT 2015 NOVEMBER 19-21, 2015 | WASHINGTON, DC GPS PLANNING: HOW TO ATTACK THAT PLAN WITH GUSTO, PURPOSE AND STRATEGY! 2015 SHRM VOLUNTEER LEADERS' SUMMIT

2. Agenda 1.Welcome 2.Ice Breaker 3.Strategic Planning and Annual Planning Overview 4.Panel Discussion 5.Q & A

3. 2015 SHRM VOLUNTEER LEADERS' SUMMIT ICE BREAKER Please discuss the following for 5 minutes: Strategic Planning Successes Strategic Planning Challenges

4. 2015 SHRM VOLUNTEER LEADERS' SUMMIT Strategic Planning –strategic plan looks out into the future two, three, or even as many as five years to determine what it is you hope to be accomplishing and then prioritizes the essential strategies for achieving your aspirations Annual Planning –The annual work-plan provides the nuts and bolts of how the necessary work will get done Annual Planning vs. Strategic planning

5. Why Have a Plan? Chaos – no direction Decreased Membership Unhappy Members Competitive Threats Financial Instability WHAT ELSE? 2015 SHRM VOLUNTEER LEADERS' SUMMIT

6. Strategic Planning Toolkit Volunteer Leaders Resource Center www.shrm.org/vlrcwww.shrm.org/vlrc Vision Planning Worksheet Worksheets to analyze the highs/lows, environmental scan, & SWOT, along with an action planning sheet & implementation schedule How to Budget for Your Strategic Plan SWOT Analysis Form with Strategic Budgeting Section 2015 SHRM VOLUNTEER LEADERS' SUMMIT

7. Strategic Planning Toolkit Volunteer Leaders Resource Center www.shrm.org/vlrcwww.shrm.org/vlrc Strategic Planning & Budgeting Webinar Toolkit with guide, workbook, & PowerPoint presentation – Administrator's Guide – Participant Workbook – PowerPoint Presentation 2015 SHRM VOLUNTEER LEADERS' SUMMIT

8. The Planning Process in Action I. Planning Base II. Results Required III. How IV. ImplementationV. Review External Assessment Internal Assessment Vision/ Mission Strategies Action Plans Monitoring Assumptions Priority Issues ObjectivesContingency Plans Where are we now? Where do we want to be? How will we get there? Who must do what?How are we doing?

9. 2015 SHRM VOLUNTEER LEADERS' SUMMIT

10. Components of Annual Planning 2015 SHRM VOLUNTEER LEADERS' SUMMIT a. Provide direction for chapters/state councils (all volunteer committees) for the next year. b. Define the scope of the organizations activities in terms of what it will and will not do. c. Match the activities to the environment/communities in which it operates so that it maximizes opportunities and minimizes threats. d. Synchronize the organizations activities to its resource capacity. e. Review and revise your strategic plan.

11. Panel Discussion PANELISTS Louis Lessig, SHRM-SCP, ESQ, - Chapter President, Tri-State HMA, New Jersey Christine V. Walters SHRM-SCP, JD, MAS – Past State Council Director, Maryland Angela Shaw SHRM-CP – Chapter President, Williamson County HMA, Texas 2015 SHRM VOLUNTEER LEADERS' SUMMIT

12. Questions

13. THANKS! 2015 SHRM VOLUNTEER LEADERS' SUMMIT