NEW YORK CITY: Chapter Goal Template & Dashboard
SUMMARY: To keep annual goals, initiatives, and activities on target, the chapter created a goal setting template and monthly dashboard to track results. At the chapter’s board retreat in January, these tools fostered discussions on how to strengthen and grow the chapter. The documents have been used to develop the monthly board meeting agenda and are reviewed at the start of each meeting. Outcomes of the discussions led to the delivery of several half-day and full-day programs. Operating the Chapter like a business allowed the board to develop teamwork, stay focused on our goals and achieve results. These tools allowed for that process to happen by providing focus, accountability and insight as to our successes and when course corrections needed to be made. The Chapter experienced a significant increase so far this year in membership (+11%), corporate membership (+66%), member retention (+14%), power membership (+28%) and the chapter achieved its goal of 35% for the first time since 2013 with an increase in revenue (+11%). Discussions around the goals outlined led to the creation and delivery of additional events in the area of coaching, generating both increased member engagement and revenue.
- New York City: SOS Submission Form
- New York City: Goals and Initiatives for 2017
- New York City: Dashboard for 2017
CENTRAL INDIANA CHAPTER: Recruit > Engage > Retain: Strategic Planning Retreat Agenda
SUMMARY: To ensure that the yearly board retreat allowed for actionable items, the agenda centered on three topics: recruit new members, engage new members, and retain members. Any topic that arose that did not support the three goals was put aside. By concentrating on only the three goals, the board was able to focus all attention on building accountability and built in methods to measure its progress and success. Because of the retreat agenda’s structure, the board progressed towards or completed all goals by June, allowing the board to focus on secondary goals sooner.
KENTUCKIANA CHAPTER: Continuing the Rejuvenation by Developing a Three Year Strategic Plan
SUMMARY: Just a few short years ago, the Kentuckiana Chapter was on the brink of calling it quits. After a couple years in the rebuilding period, the executive team wanted to continue the excitement of the hard work. To keep up the momentum, the chapter brought in a national strategist to facilitate a full-day strategic planning session for the entire board. At the end of the session, a new mission, vision, and three-year strategic plan was developed. The board outlined specific behaviors, beliefs, and its Five P’s for Success: passion, people, powerful programs, partnerships, and promotion. The team left the session energized for a successful year and ambitiously pursuing the same goal.
LOS ANGELES CHAPTER: Succession Planning Program
SUMMARY: The chapter developed a process to fill the role of manager for different committees working under a chapter officer with executive voting powers. All chapter volunteers were interviewed by a minimum of two chapter officers, including the president. Interviews were conducted by phone to assess skills and motivational fit. Selected candidates were then invited to the in-person board meeting to meet the rest of the board. For succession planning purposes, a manager can be promoted to director and a director to a vice president as the volunteer serves more terms on the board. This incentive educates and trains newer volunteers in a progressive manner, and recognizes those that continue their service on the board. The program has resulted in a targeted selection of volunteers that are ready to take on the responsibilities of their roles and better prepared to be successors.
CASCADIA CHAPTER: Becoming a Welcoming Organization
SUMMARY: The Cascadia Chapter started an initiative to become a more welcoming organization. With the help of outside facilitators, the board identified key areas for chapter improvement. The chapter focused on the key areas and has seen increased membership and program attendance, and more volunteers getting involved at the board level.
BATON ROUGE CHAPTER: The President's Council
SUMMARY: The ASTDBR President's Council was established on to begin meaningful, ongoing consultation and strategy sessions for dual purposes: (1) to keep Past-Presidents involved in the Chapter as active members and (2) to utilize their knowledge and expertise of Chapter management and Chapter history in leadership roles to support the current President and Board.
- Baton Rouge - SOS Submission Form
- Baton Rouge - Council Meetings & Projects
- Baton Rouge - Council Membership List
- Baton Rouge - Council Summary of New Business
BATON ROUGE CHAPTER: Leadership Succession Planning
SUMMARY: Over the past few years, the Baton Rouge chapter leaders have focused a great deal of attention on volunteer engagement which in turn grew the leadership pipeline. The Leadership Succession Planning Guide was created to assist chapter leadership with knowledge and commitment transfer.
PUGET SOUND CHAPTER: New Board Succession Management Process
SUMMARY: For several years interest in Board positions has not been strong enough to allow us to present a competitive slate of candidates to our members for a full-chapter vote. Targeted recruitment of our successors by Board members produced inconsistent results. This allowed us to create a new process we hoped would identify, recruit and fit potential candidates to open Board positions to more successfully meet chapter needs and individual skills and preferences.
- Puget Sound - SOS Submission Form
- Puget Sound - Succession Discussion Matrix
- Puget Sound - Board Application
- Puget Sound - Board Deskbook
- Puget Sound - Outline for Board
SACRAMENTO CHAPTER: Chapter Five Year Strategic Plan
SUMMARY: The Sacramento chapter employed a formal structure to identify core value propositions representing the chapter members and defined an action plan for the next five years. The chapter board formerly operated on lackluster long-range goals without the benefit of vetting through the membership or achievable objectives toward success.
- Sacramento - SOS Submission Form
- Sacramento - 5 Year Strategic Plan Presentation
- Sacramento - 5 Year Strategic Plan Key Strategies
FORT LAUDERDALE CHAPTER: Strategic Planning
SUMMARY: This board retreat and strategic planning event allowed the new and existing board members to build relationships and identifying goals and initiatives for the coming year.
EASTERN PENNSYLVANIA CHAPTER: Knowledge Management
SUMMARY: The Eastern Pennsylvania Chapter’s Knowledge Management Initiative is designed to capture, document, organize, and publish the operational policies and procedures of the chapter. Standard operating procedures for each functional area and supporting area were created as an outcome of this process.
- Eastern Pennsylvania - SOS Submission Form
- Eastern Pennsylvania - Knowledge Management Sample
- Eastern Pennsylvania - Knowledge Management Template
MID-NEW JERSEY CHAPTER: Chapter Program Communication Process
SUMMARY: The Mid-New Jersey Chapter created a Chapter Program Communication Process to enable its programming, communications, and program registration teams to work more effectively together in communicating upcoming program information to the chapter’s membership.
NEBRASKA CHAPTER: Running it like a Business
SUMMARY: ASTD is no longer just a training organization, but a business that strategically supports workplace learning across the globe. In this SOS, ASTD Nebraska describes how they spent the last three years developing strategic goals, realigning for financial commitment, and tapping into their volunteer base through long-term strategic planning to be able to provide a stronger organization.
- Nebraska - SOS Submission Form
- Nebraska - Running Your Chapter Like A Business Presentation
- Nebraska - Business Handout
SAN DIEGO CHAPTER: Strategic Planning and Transitioning
SUMMARY: The San Diego chapter’s submission provides tools used for developing a solid strategic plan using the chapter’s planning model.
- San Diego - SOS Submission Form
- San Diego - Strategic Focus Presentation
- San Diego - Strategic Planning Excercise for Teams
- San Diego - Transistion Meeting Agenda
- San Diego - ASTD Model Trifold
- San Diego - Meeting Workbook Cover & Spine
- San Diego - Summary of Goals
- San Diego - Competency Model
- San Diego - Geese Poem
SOUTH CENTRAL WISCONSIN CHAPTER: ASTD-SCWC Extreme Makeover: Using Appreciative Inquiry for Strategic Planning
SUMMARY: The South Central Wisconsin Chapter developed a strategic planning effort that used appreciative inquiry to engage all members in planning future programs and services. Appreciative inquiry uses dialogue about positive past experiences in order to build wishes for the future, rather than focusing on problems that need to be solved. As a result, it is an extremely energizing process.
CASCADIA CHAPTER: Business Interruption Plan
SUMMARY: The Cascadia Chapter business interruption plan is designed to help the board continue chapter operations in the event of the non-functionality of the business manager.