stragic planning

Wrong People at the Planning Retreat

By Bob Harris, CAE Association planning retreats are convened every few years.   They represent a significant investment in people’s time and meeting costs.    Attendees are asked to create a 3 to 5-year roadmap. The results should best position the organization and communicate value to members.  During the process, volunteers and staff will take deep dives…

association options

Extending Board Terms

By Bob Harris, CAE An association relies on its board to govern.   It sets the vision and advances the mission to best position the organization and serve its members.   Through the pandemic, some directors may have reasons they can no longer volunteer.   Concerns about jobs, business survival, health and family come first.   It is…

sedona

Back the Strategic Plan with Resources

Bob Harris, CAE and Leonard Toenjes, CAE There is a saying, “Put your money where your mouth is.”  It means if you have an idea or plan, it should be supported by resources.  Without aligning resources any plan is unlikely to succeed.  In associations, resources include time, finances, committees, leaders, and staff. Roadmap A strategic…