2019 Strategic Initiatives
Membership Goal: Help members succeed as can be measured by increased member loyalty and investment
Objective 1.0 Increase membership by 6%
Objective 2.0 Increase member retention by 10%
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Initiative (description) |
Assigned to: |
Start date |
Comp date |
Current Status |
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Administrative Changes
|
HQ |
January, 15
|
COMPLETE |
Members: 967 - Oct 2019
|
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Implement New AMS |
HQ |
February, 12 |
COMPLETE |
HQ (GC to link Timeline from 3.29 EC meeting folder) Launched August 2019 |
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Implement Member Survey |
HQ |
February , 8 |
COMPLETE |
MG develop / HQ blasts / MG Analyzes & Reports Released on September 16, 2019 |
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Member get a member campaign (20% discount off dues for each member recruited) |
HQ |
May , 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 May, 29 |
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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 |
May,1 |
July,1 |
MG to work w/volunteer taskforce Justin to appoint - NOT STARTED |
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Develop and test models for involving focus groups in member recruitment |
Board appoints A task force composed of Focus Group Chairs |
May, 1 |
July, 1 |
if FG or Chapters/YS Committee refer a member to CRS they get 20% of the dues fee for their budget - 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 - Test Models, Charges and Plan developed by MG on October 14. To start in November 2019 |
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Develop and test models for involving young scientists in member recruitment |
Board appoints A task force composed of members of Young Scientists |
May, 15 |
July, 15 |
if FG or Chapters/YS Committee refer a member to CRS they get 20% of the dues fee for their budget - Charge and workplan developed Oct 14 Discuss transforming into a FG-like group rather than a committee - MG to get Katie W.’s thoughts |
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Develop and test models for involving Chapters in member recruitment |
HQ to develop models and involve Ch. in discussion |
July 20 |
December, 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 Charge and workplan developed Oct 14 |
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Develop a comprehensive strategy for using Chapters as partners |
Board w/input from IC & Chapter Presidents, CEO |
June, 1
|
August 1
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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 Charge and workplan developed Oct 14 |
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Implement Corporate Membership Program |
HQ, IR, IR Advisory Council |
April, 15 |
COMPLETE |
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 |
Finance Goal: Ensure financial sustainability
Objective 3.0 Cash reserves will equal no less than 50% of one year of operating expense.
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Initiative (description) |
Assigned to: |
Start date |
Comp date |
Current Status |
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Increase comparative annual meeting over 10 years profit by 5% each year
|
AMPC, Focus Groups, HQ |
April, 5 |
ongoing August, 16 |
avg of US attendance Board to consider a proposal from an outside firm to evaluate the Annual Meeting and building ways to increase attendance. |
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Develop and implement a fee structure that makes it easier for people to contribute
|
AMPC, HQ |
August, 1 |
December, 1 |
we will use data from the survey to develop + attendee survey DIscuss with the Board |
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Increase sponsorships and exhibits by 10% in Las Vegas
|
IR |
August, 1 |
Ongoing through 2019 |
benchmark España Target Set: Ahead on Pre-sale of LV Meeting |
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Evaluate and Revise Structure of Annual Meeting |
Board to appoint A task-force Composed of members of focus groups, young scientists, past AMPC chairs |
June, 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 received proposals |
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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
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. |
Organizational Capacity Goal: Ensure CRS’ capacity will be sufficient to meet the needs of our members
Objective 4.0 Ensure sufficient number of effective volunteers/leaders to achieve the goals of the Society
Objective 5.0 Develop and implement a disciplined decision-making process that guides how decisions will be made, by whom, and under what conditions?
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Initiative (description) |
Assigned to: |
Start date |
Comp date |
Current Status |
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Create performance models for key leadership positions (clear job descriptions, process templates, reference documents. |
HQ and current incumbents |
May, 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 Board members undergoing Orientation through Q3 |
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Develop and implement policies and procedures for the AMPC
|
2020 AMPC, HQ |
August, 1 |
December, 1 |
in progress |
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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 |
June, 1 |
Q1 2020 |
Work w/Justin and MJ to appoint a task force ASAP - Board to discuss in November 2019 |
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Develop and implement a call for volunteers for leadership positions |
HQ |
June, 1 |
Dec, 15 |
Work w/Justin re. committee charges - weekly call |
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Develop and implement a disciplined decision-making process that guides how decisions will be made, by whom, and under what conditions
|
CEO |
July, 1 |
December, 1 |
Michael and Gabrielle will develop - Developed formats for Action and Discussion Items w/critical elements (Leadership meetings) |
