Strategic Plan

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%

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

January, 15

 

COMPLETE

Members: 967 - Oct 2019

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

Implement New AMS

HQ

February, 12

COMPLETE

HQ (GC to link Timeline from 3.29 EC meeting folder) Launched August 2019

Implement Member Survey

HQ

February , 8

COMPLETE

MG develop / HQ blasts / MG Analyzes & Reports

Released on September 16, 2019

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

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
Add Young Scientists, Board Liaison (to communicate BOD expectations), FG (Katie W.)
, mostly young people to address needs - 3-5 people (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

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

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

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

Develop a comprehensive strategy for using Chapters as partners

Board w/input from IC & Chapter Presidents,

CEO

June, 1

 

August 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

Charge and workplan developed Oct 14

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
LINK ON Website

Finance Goal: Ensure financial sustainability
Objective 3.0 Cash reserves will equal no less than 50% of one year of operating expense.

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

April, 5

ongoing

August, 16

avg of US attendance
avg of Intl attendance over 10 years

Board to consider a proposal from an outside firm to evaluate the Annual Meeting and building ways to increase attendance.

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 

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

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
Board to review and consider 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 in November 2019

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?

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

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

Develop and implement policies and procedures for the AMPC

 

2020 AMPC, HQ

August, 1

December, 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

June, 1

Q1 2020

Work w/Justin and MJ to appoint a task force ASAP -

Board to discuss in November 2019

Develop and implement a call for volunteers for leadership positions

HQ

June, 1

Dec, 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

July, 1

December, 1

Michael and Gabrielle will develop

- Developed formats for Action and Discussion Items w/critical elements (Leadership meetings)
- developed a product and service review form