Strategic Plan

Initiative (description)

Assigned to:

Start date

Comp date

Current Status

Administrative Changes

1.  (increase the number of contacts for renewals,
2. 3 mo campaign eblast,
3. call non-renewals,
4. send final letter via post, 
5. offer credit card installment payment

HQ

1/15

ongoing

Members: 840 - May

1. in-progress through ER
2. ongoing
3. ongoing
4. start w/6.1 campaign
5. Launched

Implement New AMS

HQ

2/12

8/1

HQ (GC to link Timeline from 3.29 EC meeting folder) Launched

Implement Member Survey

HQ

2/8

5/20

MG develop / HQ blasts / MG Analyzes & Reports

Member get a member campaign (20% discount off dues for each member recruited)

HQ

5/1

ongoing

HQ to develop tactics & marketing.

analyzed several similar programs developed to our own - under review by MG for a 6/1 launch REBRANDED TO “Member Referral Program” - sent 5/29

Increase Member Value (create a team to identify ways to increase member value and offer suggestions for member programs and services)

Board need to appoint A task-force composed of 6-8 volunteers

5/1

7/1

MG to work w/volunteer taskforce

Justin to appoint - NOT STARTED
Add Young Scientists, Board Liaison (to communicate BOD expectations), FG (Katie W.), mostly young people to address needs - 3-5 pple (Anna J. MIT, Jordan Green Hopkins, Avi S, Kevin Donelly) addressing all other committees w/questionnaire to gather feedback (short survey to all members) Add Steve L. & Justin H for direction - analyze response & focus on 2 goals.

Develop and test models for involving focus groups in member recruitment

Board appoints A task force composed of Focus Group Chairs

5/1

7/1

if FG or Chapters/YS Committee refer a member to CRS they get 20% of the dues fee for their budget - NOT STARTED MG to speak w/Katie to get this started and get her input on how FGs can help us recruit members - Use Abridged version of Ambassador Presentation (1 slide) GC to implement

Develop and test models for involving young scientists in member recruitment

Board appoints A task force composed of members of Young Scientists

5/15

7/15

if FG or Chapters/YS Committee refer a member to CRS they get 20% of the dues fee for their budget - NOT STARTED

Discuss transforming into a FG-like group rather than a committee - MG to get Katie W.’s thoughts

Develop and test models for involving Chapters in member recruitment

HQ to develop models and involve Ch. in discussion

7/20

12/31

in progress GC/SC

if FG or Chapters/YS Committee refer a member to CRS they get 20% of the dues fee for their budget

Develop a comprehensive strategy for using Chapters as partners

Board w/input from IC & Chapter Presidents,

CEO

6/1

8/1

MG develops discussion piece for BOD, IC, Ch.Presidents to discuss in July / MG puts forth strategy to be approved during BOD call in Aug

Use young people + couple senior members, Ilva, Avi, Ben B, Emmanuel Ho, Christine A, former members of CA chapter, Avi, Zhen Gu, UK (ask Yvonne), Spain-Portugal (ask Maria/Bruno), Art Tipton, Natalie, Michael Mitchell (UPenn), award winners.

Leveraging Chapters for mutual benefits

Implement Corporate Membership Program

HQ, IR, IR Advisory Council

4/15

Ongoing

Approved - Brochure complete - Porter is selling

MG to draft letter for JH to enlist all Industry member/exhibitor/ sponsor asking them to take the Corp member step & referring them to Porter

Initiative (description)

Assigned to:

Start

date

Comp

date

Current Status

Increase comparative annual meeting over 10 years profit by 5% each year

AMPC, Focus Groups, HQ

4/5

ongoing

8/16

avg of US attendance
avg of Intl attendance over 10 years

Develop and implement a fee structure that makes it easier for people to contribute

AMPC, HQ

8/1

12/1

we will use data from the survey to develop + attendee survey

In-Development

Increase sponsorships and exhibits by 10% in Las Vegas

IR

8/1

Ongoing through 2019

benchmark España

Evaluate and Revise Structure of Annual Meeting

Board to appoint A task-force Composed of members of focus groups, young scientists, past AMPC chairs

6/1

Ongoing through 2019

Work w/Justin and MJ to appoint a taskforce ASAP - NOT STARTED

MG to speak w/Velvet Chainsaw & Others to assist committee in revising structure. // Find out cost and value of consultants first - MG to get proposals.

Develop a meeting to be implemented in 2020 of interest to members that will generate a profit

Board appoints Task Force composed of members of Focus Groups, Young Scientists, and those with experience in conducting meetings.

8/1

12/1

US based interactive meeting

• Publication results

We will use survey data to look at issues for the focus of the meeting - NOT STARTED

Discuss as a BOD - add to in-person agenda.
eg. follow nano-dds model (prestigious to be Chair, get support from past Chair for contacts and formats, Chair develops all funding and content, invite speakers etc.) allow FGs to host a meeting if they wish. Get Sub-group of BOD members to frame the discussion for the BOD.

eg. Long Acting Injectables CRS-branded

Initiative (description)

Assigned to:

Start

date

Comp

date

Current Status

Create performance models for key leadership positions

(clear job descriptions, process templates, reference documents.

HQ and current incumbents

5/15

ongoing

Interactive Webinar Orientation for higher functions and how to use orientation packet. (here’s packet, what’s in it, how to use it)

Start with FGs - MG template creation 5/24

Develop and implement policies and procedures for the AMPC

2020 AMPC, HQ

8/1

12/1

in progress

Develop a Leadership track

(identify a series of leadership positions and experiences that lead to increasing levels of responsibility within CRS)

Board Appoint Task force of current and past leaders

6/1

Ongoing through 2019

Work w/Justin and MJ to appoint a task force ASAP - NOT STARTED

Develop and implement a call for volunteers for leadership positions

HQ

6/1

7/15

Work w/Justin re. committee charges - weekly call
HQ develop call (e-blast)

Develop and implement a disciplined decision-making process that guides how decisions will be made, by whom, and under what conditions

CEO

7/1

12/1

Michael and Gabrielle will develop