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One Team One Dream:
            Strategic Planning Unleash
                 Chapter Success

                           Holly Duckworth, CAE, CMP
                         Leadership Solutions International
                                  @hduckworth




Wednesday, April 3, 13
MANAGING CEUs AND CFM® MAINTENANCE POINTS

           You are eligible to receive Continuing Education Units and Certified Facility
           Manager® maintenance points for attending sessions at IFMA's Facility Fusion.

           To receive 20 CFM maintenance points:
           Record your attendance on your CFM Recertification Worksheet.
           At recertification time, submit your completed CFM Recertification Worksheet.

           To receive CEUs:
           Pay the processing fee when you register for the conference.
           Visit the CEU kiosks at registration or log on to the CEU Manager http://
           ceu.experient-inc.com/FFN131, and pass a five-question assessment developed
           by the speaker. CEUs can only be earned upon successful completion of the
           assessment. Your transcript will be emailed to you.

           Individuals seeking CEUs or LUs from other organizations must contact those
           organizations for instructions on self-reporting credit hours.




Wednesday, April 3, 13
Evaluate Sessions

                     Take Assessments & Log CEUs
                                  (no more CEU codes)

                             Visit the registration kiosks
                                     or go online at

                         http://ceu.experient-inc.com/FFN131




Wednesday, April 3, 13
Wednesday, April 3, 13
“Sometimes	
  you	
  have	
  to	
  believe	
  in	
  
            other	
  people’s	
  belief	
  in	
  you	
  until	
  
                     your	
  belief	
  kicks	
  in.”
                                 Les	
  Brown




Wednesday, April 3, 13
@hduckworth	
  	
  	
  	
  	
  

Wednesday, April 3, 13
Wednesday, April 3, 13
Holly Duckworth, CAE, CMP




Wednesday, April 3, 13
Holly Duckworth, CAE, CMP
                         Speaker, Trainer & Volunteer:	
  




Wednesday, April 3, 13
Holly Duckworth, CAE, CMP
                         Speaker, Trainer & Volunteer:	
  

                          ∗ 2006 – 2007 MPI Chapter President




Wednesday, April 3, 13
Holly Duckworth, CAE, CMP
                         Speaker, Trainer & Volunteer:	
  

                          ∗ 2006 – 2007 MPI Chapter President
                          ∗ 2007-2010 MPI Chapter Business Manager




Wednesday, April 3, 13
Holly Duckworth, CAE, CMP
                         Speaker, Trainer & Volunteer:	
  

                          ∗ 2006 – 2007 MPI Chapter President
                          ∗ 2007-2010 MPI Chapter Business Manager
                          ∗ 2010 Leadership Solutions International




Wednesday, April 3, 13
Holly Duckworth, CAE, CMP
                         Speaker, Trainer & Volunteer:	
  

                          ∗   2006 – 2007 MPI Chapter President
                          ∗   2007-2010 MPI Chapter Business Manager
                          ∗   2010 Leadership Solutions International
                          ∗   National Speakers Association




Wednesday, April 3, 13
Holly Duckworth, CAE, CMP
                         Speaker, Trainer & Volunteer:	
  

                          ∗   2006 – 2007 MPI Chapter President
                          ∗   2007-2010 MPI Chapter Business Manager
                          ∗   2010 Leadership Solutions International
                          ∗   National Speakers Association
                          ∗   American Society of Association Executives




Wednesday, April 3, 13
Holly Duckworth, CAE, CMP
                         Speaker, Trainer & Volunteer:	
  

                          ∗   2006 – 2007 MPI Chapter President
                          ∗   2007-2010 MPI Chapter Business Manager
                          ∗   2010 Leadership Solutions International
                          ∗   National Speakers Association
                          ∗   American Society of Association Executives
                          ∗   Certified Association Executive




Wednesday, April 3, 13
Wednesday, April 3, 13
Intentions for the Session




Wednesday, April 3, 13
Intentions for the Session

     • Illustrate the importance and ease of using a strategic
       plan as a common tool for all the chapters




Wednesday, April 3, 13
Intentions for the Session

     • Illustrate the importance and ease of using a strategic
       plan as a common tool for all the chapters
     • Demonstrate with case studies organizations that are in
       various stages of the strategic planning/activities
       implementation process Find out what worked and what
       did not.




Wednesday, April 3, 13
Intentions for the Session

     • Illustrate the importance and ease of using a strategic
       plan as a common tool for all the chapters
     • Demonstrate with case studies organizations that are in
       various stages of the strategic planning/activities
       implementation process Find out what worked and what
       did not.
     • Review and assess steps to build the actions that will
       make your chapters exceeded the needs of it’s
       membership




Wednesday, April 3, 13
Intentions for the Session

     • Illustrate the importance and ease of using a strategic
       plan as a common tool for all the chapters
     • Demonstrate with case studies organizations that are in
       various stages of the strategic planning/activities
       implementation process Find out what worked and what
       did not.
     • Review and assess steps to build the actions that will
       make your chapters exceeded the needs of it’s
       membership
     • Build a dashboard for accountability and monthly record
       keeping to attain your success



Wednesday, April 3, 13
Intentions for the Session

     • Illustrate the importance and ease of using a strategic
       plan as a common tool for all the chapters
     • Demonstrate with case studies organizations that are in
       various stages of the strategic planning/activities
       implementation process Find out what worked and what
       did not.
     • Review and assess steps to build the actions that will
       make your chapters exceeded the needs of it’s
       membership
     • Build a dashboard for accountability and monthly record
       keeping to attain your success
     • Drive success in your organization simply and easily using
       6 practices of most successful chapter businesses
Wednesday, April 3, 13
Twitter	
  @hduckworth

          www.Facebook/leadershipsolutionsinternational
                     www.leadershipsolutionsintl.com

                 Use	
  this	
  as	
  a	
  place	
  to	
  learn	
  and	
  grow.



Wednesday, April 3, 13
Wednesday, April 3, 13
@hduckworth	
  	
  	
  	
  

Wednesday, April 3, 13
Wednesday, April 3, 13
@hduckworth
 What	
  do	
  you	
  
 see	
  today?




                         What	
  you	
  visualize,	
  you	
  will	
  actualize
Wednesday, April 3, 13
Wednesday, April 3, 13
Questions to begin our Strategic Planning:




Wednesday, April 3, 13
Questions to begin our Strategic Planning:

             ∗ What is the highest vision for this chapter business?




Wednesday, April 3, 13
Questions to begin our Strategic Planning:

             ∗ What is the highest vision for this chapter business?
             ∗ What does this chapter business in its highest form
               look like, feel like and sound like?




Wednesday, April 3, 13
Questions to begin our Strategic Planning:

             ∗ What is the highest vision for this chapter business?
             ∗ What does this chapter business in its highest form
               look like, feel like and sound like?
             ∗ What must I become so this chapter business vision
               becomes a reality?




Wednesday, April 3, 13
Questions to begin our Strategic Planning:

             ∗ What is the highest vision for this chapter business?
             ∗ What does this chapter business in its highest form
               look like, feel like and sound like?
             ∗ What must I become so this chapter business vision
               becomes a reality?
             ∗ What must I let go of?




Wednesday, April 3, 13
Questions to begin our Strategic Planning:

             ∗ What is the highest vision for this chapter business?
             ∗ What does this chapter business in its highest form
               look like, feel like and sound like?
             ∗ What must I become so this chapter business vision
               becomes a reality?
             ∗ What must I let go of?
             ∗ What must I embrace to create this chapter
               business?




Wednesday, April 3, 13
Questions to begin our Strategic Planning:

             ∗ What is the highest vision for this chapter business?
             ∗ What does this chapter business in its highest form
               look like, feel like and sound like?
             ∗ What must I become so this chapter business vision
               becomes a reality?
             ∗ What must I let go of?
             ∗ What must I embrace to create this chapter
               business?
             ∗ What else should I know about this chapter
               business?



Wednesday, April 3, 13
@hduckworth	
  	
  	
  	
  	
  	
  
Wednesday, April 3, 13
Wednesday, April 3, 13
Wednesday, April 3, 13
Wednesday, April 3, 13
What is a Strategic Plan



                               !




                                     @hduckworth	
  	
  	
  	
  	
  	
  

Wednesday, April 3, 13
Wednesday, April 3, 13
Your	
  6	
  Word	
  Vision	
  Statement




                               23


Wednesday, April 3, 13
Vision&of&NWCUA&




                         Consumers&know&the&credit&
                          union&difference&and&join.&



                                     24


Wednesday, April 3, 13
HERC%Mission:%

                                 % The%mission%of%the%National%HERC%is%to%facilitate%
                             national%strategic%initiatives%that%help%the%regional%
                             HERC’s%accomplish%their%goals%and%to%promote%HERC%
                             wide%visibility.%

                                 % The%mission%of%the%regional%HERC’s%is%to%advance%
                             the%efforts%of%member%institutions%to%recruit%and%retain%
                             outstanding%and%diverse%faculty%and%staff%to%assist%dualB
                             career%couples.%




                                                      25


Wednesday, April 3, 13
Wednesday, April 3, 13
Wednesday, April 3, 13
Wednesday, April 3, 13
Wednesday, April 3, 13
Wednesday, April 3, 13
Wednesday, April 3, 13
Wednesday, April 3, 13
Wednesday, April 3, 13
Wednesday, April 3, 13
Wednesday, April 3, 13
@hduckworth	
  	
  	
  	
  	
  	
  

Wednesday, April 3, 13
What should go on my strat plan




Wednesday, April 3, 13
What should go on my strat plan

                         • Volunteer Recruitment




Wednesday, April 3, 13
What should go on my strat plan

                         • Volunteer Recruitment
                         • Membership Recruitment




Wednesday, April 3, 13
What should go on my strat plan

                         • Volunteer Recruitment
                         • Membership Recruitment
                         • Education programs




Wednesday, April 3, 13
What should go on my strat plan

                         •   Volunteer Recruitment
                         •   Membership Recruitment
                         •   Education programs
                         •   Mentor programs




Wednesday, April 3, 13
What should go on my strat plan

                         •   Volunteer Recruitment
                         •   Membership Recruitment
                         •   Education programs
                         •   Mentor programs
                         •   Networking Events




Wednesday, April 3, 13
What should go on my strat plan

                         •   Volunteer Recruitment
                         •   Membership Recruitment
                         •   Education programs
                         •   Mentor programs
                         •   Networking Events
                         •   Fundraisers



Wednesday, April 3, 13
What should go on my strat plan

                         •   Volunteer Recruitment
                         •   Membership Recruitment
                         •   Education programs
                         •   Mentor programs
                         •   Networking Events
                         •   Fundraisers



Wednesday, April 3, 13
Technology




Wednesday, April 3, 13
Wednesday, April 3, 13
@hduckworth	
  	
  	
  	
  	
  	
  

Wednesday, April 3, 13
Wednesday, April 3, 13
Wednesday, April 3, 13
6 Best Practices of Successful
                     Chapter Businesses

                                        1.	
  	
  Get	
  clear	
  on	
  YOUR	
  why
                                                        2.	
  	
  Build	
  a	
  team
                                                  3.	
  	
  Set	
  a	
  team	
  vision
                         4.	
  Know	
  your	
  governing	
  documents/bylaws	
  
                                5.	
  Be	
  resilient	
  in	
  the	
  face	
  of	
  change
                                                            6.	
  Be	
  Grateful




                                                        43


Wednesday, April 3, 13
Simplify	
  Work




                                       @hduckworth	
  	
  	
  	
  	
  	
  

Wednesday, April 3, 13
Thank	
  You!




Wednesday, April 3, 13
CTRL+ALT+Delete:
                                               How	
  to	
  Reboot	
  

                                                                                                  Available	
  Early	
  
                                                                                                       2013




             Releasing	
  control	
  in	
  your	
  associa@on,	
  Looking	
  at	
  alternate	
  strategies	
  &	
  
           Dele@ng	
  all	
  that	
  no	
  longer	
  serves	
  your	
  vision	
  to	
  become	
  more	
  efficient	
  and	
  
                                                            effec@ve

                                              Holly	
  Duckworth,	
  CAE,	
  CMP

Wednesday, April 3, 13

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130402 ifma keynote one team one dream final on site copy

  • 1. One Team One Dream: Strategic Planning Unleash Chapter Success Holly Duckworth, CAE, CMP Leadership Solutions International @hduckworth Wednesday, April 3, 13
  • 2. MANAGING CEUs AND CFM® MAINTENANCE POINTS You are eligible to receive Continuing Education Units and Certified Facility Manager® maintenance points for attending sessions at IFMA's Facility Fusion. To receive 20 CFM maintenance points: Record your attendance on your CFM Recertification Worksheet. At recertification time, submit your completed CFM Recertification Worksheet. To receive CEUs: Pay the processing fee when you register for the conference. Visit the CEU kiosks at registration or log on to the CEU Manager http:// ceu.experient-inc.com/FFN131, and pass a five-question assessment developed by the speaker. CEUs can only be earned upon successful completion of the assessment. Your transcript will be emailed to you. Individuals seeking CEUs or LUs from other organizations must contact those organizations for instructions on self-reporting credit hours. Wednesday, April 3, 13
  • 3. Evaluate Sessions Take Assessments & Log CEUs (no more CEU codes) Visit the registration kiosks or go online at http://ceu.experient-inc.com/FFN131 Wednesday, April 3, 13
  • 5. “Sometimes  you  have  to  believe  in   other  people’s  belief  in  you  until   your  belief  kicks  in.” Les  Brown Wednesday, April 3, 13
  • 6. @hduckworth           Wednesday, April 3, 13
  • 8. Holly Duckworth, CAE, CMP Wednesday, April 3, 13
  • 9. Holly Duckworth, CAE, CMP Speaker, Trainer & Volunteer:   Wednesday, April 3, 13
  • 10. Holly Duckworth, CAE, CMP Speaker, Trainer & Volunteer:   ∗ 2006 – 2007 MPI Chapter President Wednesday, April 3, 13
  • 11. Holly Duckworth, CAE, CMP Speaker, Trainer & Volunteer:   ∗ 2006 – 2007 MPI Chapter President ∗ 2007-2010 MPI Chapter Business Manager Wednesday, April 3, 13
  • 12. Holly Duckworth, CAE, CMP Speaker, Trainer & Volunteer:   ∗ 2006 – 2007 MPI Chapter President ∗ 2007-2010 MPI Chapter Business Manager ∗ 2010 Leadership Solutions International Wednesday, April 3, 13
  • 13. Holly Duckworth, CAE, CMP Speaker, Trainer & Volunteer:   ∗ 2006 – 2007 MPI Chapter President ∗ 2007-2010 MPI Chapter Business Manager ∗ 2010 Leadership Solutions International ∗ National Speakers Association Wednesday, April 3, 13
  • 14. Holly Duckworth, CAE, CMP Speaker, Trainer & Volunteer:   ∗ 2006 – 2007 MPI Chapter President ∗ 2007-2010 MPI Chapter Business Manager ∗ 2010 Leadership Solutions International ∗ National Speakers Association ∗ American Society of Association Executives Wednesday, April 3, 13
  • 15. Holly Duckworth, CAE, CMP Speaker, Trainer & Volunteer:   ∗ 2006 – 2007 MPI Chapter President ∗ 2007-2010 MPI Chapter Business Manager ∗ 2010 Leadership Solutions International ∗ National Speakers Association ∗ American Society of Association Executives ∗ Certified Association Executive Wednesday, April 3, 13
  • 17. Intentions for the Session Wednesday, April 3, 13
  • 18. Intentions for the Session • Illustrate the importance and ease of using a strategic plan as a common tool for all the chapters Wednesday, April 3, 13
  • 19. Intentions for the Session • Illustrate the importance and ease of using a strategic plan as a common tool for all the chapters • Demonstrate with case studies organizations that are in various stages of the strategic planning/activities implementation process Find out what worked and what did not. Wednesday, April 3, 13
  • 20. Intentions for the Session • Illustrate the importance and ease of using a strategic plan as a common tool for all the chapters • Demonstrate with case studies organizations that are in various stages of the strategic planning/activities implementation process Find out what worked and what did not. • Review and assess steps to build the actions that will make your chapters exceeded the needs of it’s membership Wednesday, April 3, 13
  • 21. Intentions for the Session • Illustrate the importance and ease of using a strategic plan as a common tool for all the chapters • Demonstrate with case studies organizations that are in various stages of the strategic planning/activities implementation process Find out what worked and what did not. • Review and assess steps to build the actions that will make your chapters exceeded the needs of it’s membership • Build a dashboard for accountability and monthly record keeping to attain your success Wednesday, April 3, 13
  • 22. Intentions for the Session • Illustrate the importance and ease of using a strategic plan as a common tool for all the chapters • Demonstrate with case studies organizations that are in various stages of the strategic planning/activities implementation process Find out what worked and what did not. • Review and assess steps to build the actions that will make your chapters exceeded the needs of it’s membership • Build a dashboard for accountability and monthly record keeping to attain your success • Drive success in your organization simply and easily using 6 practices of most successful chapter businesses Wednesday, April 3, 13
  • 23. Twitter  @hduckworth www.Facebook/leadershipsolutionsinternational www.leadershipsolutionsintl.com Use  this  as  a  place  to  learn  and  grow. Wednesday, April 3, 13
  • 25. @hduckworth         Wednesday, April 3, 13
  • 27. @hduckworth What  do  you   see  today? What  you  visualize,  you  will  actualize Wednesday, April 3, 13
  • 29. Questions to begin our Strategic Planning: Wednesday, April 3, 13
  • 30. Questions to begin our Strategic Planning: ∗ What is the highest vision for this chapter business? Wednesday, April 3, 13
  • 31. Questions to begin our Strategic Planning: ∗ What is the highest vision for this chapter business? ∗ What does this chapter business in its highest form look like, feel like and sound like? Wednesday, April 3, 13
  • 32. Questions to begin our Strategic Planning: ∗ What is the highest vision for this chapter business? ∗ What does this chapter business in its highest form look like, feel like and sound like? ∗ What must I become so this chapter business vision becomes a reality? Wednesday, April 3, 13
  • 33. Questions to begin our Strategic Planning: ∗ What is the highest vision for this chapter business? ∗ What does this chapter business in its highest form look like, feel like and sound like? ∗ What must I become so this chapter business vision becomes a reality? ∗ What must I let go of? Wednesday, April 3, 13
  • 34. Questions to begin our Strategic Planning: ∗ What is the highest vision for this chapter business? ∗ What does this chapter business in its highest form look like, feel like and sound like? ∗ What must I become so this chapter business vision becomes a reality? ∗ What must I let go of? ∗ What must I embrace to create this chapter business? Wednesday, April 3, 13
  • 35. Questions to begin our Strategic Planning: ∗ What is the highest vision for this chapter business? ∗ What does this chapter business in its highest form look like, feel like and sound like? ∗ What must I become so this chapter business vision becomes a reality? ∗ What must I let go of? ∗ What must I embrace to create this chapter business? ∗ What else should I know about this chapter business? Wednesday, April 3, 13
  • 36. @hduckworth             Wednesday, April 3, 13
  • 40. What is a Strategic Plan ! @hduckworth             Wednesday, April 3, 13
  • 42. Your  6  Word  Vision  Statement 23 Wednesday, April 3, 13
  • 43. Vision&of&NWCUA& Consumers&know&the&credit& union&difference&and&join.& 24 Wednesday, April 3, 13
  • 44. HERC%Mission:%   % The%mission%of%the%National%HERC%is%to%facilitate% national%strategic%initiatives%that%help%the%regional% HERC’s%accomplish%their%goals%and%to%promote%HERC% wide%visibility.%   % The%mission%of%the%regional%HERC’s%is%to%advance% the%efforts%of%member%institutions%to%recruit%and%retain% outstanding%and%diverse%faculty%and%staff%to%assist%dualB career%couples.% 25 Wednesday, April 3, 13
  • 55. @hduckworth             Wednesday, April 3, 13
  • 56. What should go on my strat plan Wednesday, April 3, 13
  • 57. What should go on my strat plan • Volunteer Recruitment Wednesday, April 3, 13
  • 58. What should go on my strat plan • Volunteer Recruitment • Membership Recruitment Wednesday, April 3, 13
  • 59. What should go on my strat plan • Volunteer Recruitment • Membership Recruitment • Education programs Wednesday, April 3, 13
  • 60. What should go on my strat plan • Volunteer Recruitment • Membership Recruitment • Education programs • Mentor programs Wednesday, April 3, 13
  • 61. What should go on my strat plan • Volunteer Recruitment • Membership Recruitment • Education programs • Mentor programs • Networking Events Wednesday, April 3, 13
  • 62. What should go on my strat plan • Volunteer Recruitment • Membership Recruitment • Education programs • Mentor programs • Networking Events • Fundraisers Wednesday, April 3, 13
  • 63. What should go on my strat plan • Volunteer Recruitment • Membership Recruitment • Education programs • Mentor programs • Networking Events • Fundraisers Wednesday, April 3, 13
  • 66. @hduckworth             Wednesday, April 3, 13
  • 69. 6 Best Practices of Successful Chapter Businesses 1.    Get  clear  on  YOUR  why 2.    Build  a  team 3.    Set  a  team  vision 4.  Know  your  governing  documents/bylaws   5.  Be  resilient  in  the  face  of  change 6.  Be  Grateful 43 Wednesday, April 3, 13
  • 70. Simplify  Work @hduckworth             Wednesday, April 3, 13
  • 72. CTRL+ALT+Delete: How  to  Reboot   Available  Early   2013 Releasing  control  in  your  associa@on,  Looking  at  alternate  strategies  &   Dele@ng  all  that  no  longer  serves  your  vision  to  become  more  efficient  and   effec@ve Holly  Duckworth,  CAE,  CMP Wednesday, April 3, 13