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Fayette Chamber of Commerce Strategic Plan 2015-2017

VISION: The Fayette Chamber of Commerce will be the leader and catalyst for creating a vibrant business climate and building a premiere community.MISSION: To promote business, enhance economic and community development through leadership, service and advocacy for Fayette County.Action items in purple are also part of the Fayette Visioning plan that the Chamber is responsible for implementing

Goal 1: How do we build a better business climate? Strategic Objective 1.1 Advocate for business issues

Tactics Action Items 2015 2016 2017 as of 9/30/171.1.1 Active advocacy

Establish policies for setting legislative agenda At April board retreat:set legislative agenda pillars

n/a n/a

Set legislative agenda - include visioning goals At May board meeting, set initial 2015 legislative agendaoutline process for setting agenda and addressing changes to the agenda that are responsive and timelyBy December 31, set 2016 agenda

By December 31, set 2017 agenda TBD

Bring forth and communicate to elected officials positions on issues that:

1. creates business opportunity2. reduces the cost of doing business,3. manages growth and supports

infrastructure improvements that maintain marketability

4. provides a trained and trainable workforce

Take positions as needed on local issues throughout the year so that the Chamber can be on record within public comment periods93% success rate of issues taken

Six positions taken, three resolved in preferred outcomes, three are still pending

100% success rate of issues taken

To date:HB 199, Tyrone sewer contractCottage industry ordinancePending: ESPLOST100% to date

Communicate legislative agenda and positions Added in 2016 100% of goals met:Place on websiteCall elected officials when takenAs directed by board, speak at public comment, provide positions to local media, and/or include in newsletters

CompletedOngoingOngoing as neededCompleted for SPLOST and HB199, underway for ESPLOST

SPLOST campaign Passed! 2-1 margin, 11% turnout

1.1.2 Monitor local and state

Set up a team to monitor governing bodies at the local and state level to be aware of issues early

Have at least one person at County, School board, PTC, Fayetteville, Tyrone and as

Have at least one person at County, School board, PTC, Fayetteville, Tyrone

On trackReview all agendas each week

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governments needed Brooks and Woolsey to alert Chamber of issues related to the legislative agenda. Target having 10-15 volunteers to insure meetings are covered. – meetings covered about 70%Set schedule at May GAC mtg.

and as needed Brooks and Woolsey to alert Chamber of issues related to the legislative agenda. Target having 10-15 volunteers to cover meetings.Review schedule and commitment levels first quarter and adjust as neededGAC has removed tactic for 2017 and now staff handles

Attend County, PTC and Fayetteville at least once a month and school board once a quarter.Review news reports weeklyAttend committees as neededReport relevant information in Chamber newsletter

Participate with RBC and Ga Chamber Attend 75% of the RBC meetingsDistributed portions of RBC and GA. CoC updates in FCoC’s bi-weekly newsletter

On track (Attend RBC meetings)Completed about 85% (Review/distribute RBC and GA. Chamber updates)completed (Participate in Ga. Chamber weekly meetings)

Goal 1: How do we build a better business climate? Strategic Objective 1.2 Develop alliance relationships with members, partner organizations and elected officials

Tactics Action Items 2015 2016 20171.2.1 Provide members opportunities to connect on issues

Host annual Dome Roam Schedule in late Feb. - Feb. 17Have 30 attendees -Had 15 attendees (inclement weather that day)Have meetings with delegation and state leadership

Held Feb. 24Have 21 attendees, 9 less than goalHave meetings with state leadershipShare agenda with delegation - completedHave a majority of delegation supporting agenda – only state item was post-production tax credits was not up in 2016

Held Feb. 1624 attendeesMet with 2 senators, 4 house reps, school supt., GDOT and RBC rep

Host the Bray Legislative Appreciation Supper June 22Attendance 56, 44 below goal of 100

June 1371 attended, four below goal of 75

Completed77 attendedIncluding judges, 68%

Hold at Local Delegation Update and State Delegation UpdateRenamed Pancakes and Policy in 2017

One meeting with state delegationone meeting with cty, school board, munis

One meeting with state delegation (80 attendeesone meeting with cty, school board, munis (53 attendees)

74 attendees86 attendees

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1.2.2 Leverage partner organizations

Work with Clayton State on a GOTV campaign during March 21 SPLOST election

Did not execute well, try again later

Participate in Regional and State Partner Events Table of 10 at Eggs & Issues:Table of 10 at Congressional luncheonTable of 10 at ARC State of the RegionParticipate in 80% of call-ins during the session - YTD: ~70%

Table of 10 at Eggs & IssuesTable of 10 at ARC State of the RegionParticipate in 100% of call-ins during the session

12 at Eggs & IssuesNovember100% (Participate om 80% of call-ins)

Not able to attend ARC link trip in 2016 Completed

Share with members relevant U.S. Chamber events

Offer DC Fly in to members scheduled for September 29

Offer DC Fly in to members completed

Host candidate forum with Fayette Democratic Party, Fayette NAACP, Fayette Republicans, Fayette Tea Party Republicans and PTC Rotary

Hosted two forums Held September 27, all candidates except for U.S. House race participated. est. 110 attendees

Opted not to participate in planning but helping with promotion

Set up a Quality Growth Council to focus on planning and zoning issues

Held meeting with regional QGC to look at ways to partner in 2017

Not yet started

1.2.3 Offer candidate prep

Host a non-partisan class on the basics for running for office

Set work plan by July 1 based on the Dalton, Ga model. Program to occur in March 2016 & is to build reputation as a trusted resource for all.Include a session on govt. committee appt. process

Held Feb. 23 with 43 attendees (28 more than expected)15 ran for office, one withdrew because of a new job, six won and eight lost.Due to success, plan to hold municipal candidate class in 2017

Held August 11, 33 attendeesDid not do survey4 out of 33 running now, TBD for 2018

Set up ancillary session to the candidate training on business issues

Set for 2016 FCDA took lead and hosted an Economic Development 101 class with about 40 attendees, including more than half elected officials.

did not add to 2017, new tactics

1.2.4 Build relationships with elected officials

President and key board members meet with elected officials on a regular basis

Meet with all mayors, commission chair, school board chair and state delegation at least once without an agenda: YTD: 65%Meet with local elected officials at least once without an agenda: 42% completeWhen positions are taken, meet in person or via phone with all members of govt.

Meet with all mayors, commission chair, school board chair and state delegation at least once without an agenda – relaunched FCICMeet with remaining local elected officials at least once without an agenda – Did not complete

Not on target (local elected officials at least once without an agenda)When positions are taken, meet in person or via phone with all members of that governing body. – 100% complete

Host and provide support for Fayette County Intergovernmental Committee

Three completedOn target (assist as needed)

1.2.5 Provide Use existing membership programs to build Idea introduced at 2016 November On target

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information venues to membership on issues

relationships with elected officials board retreat Share info at each BAH and B2B Integrate into volunteer retention calls by providing info in monthly retention info

Create program like Coweta’s prosperity council Idea introduced at 2016 November board retreat

Planning underway

Hold Issues Forums (note: education forums included in section 3.3)

Held threeAve attendance 91, 41 above goal of 50Session held: Cong. Lynn Westmoreland:Economic DevelopmentFayette Visioning Summit

Partnered with Dan Cathy’s Fayette Forward event which highlighted best practices in land use and development. ~400 in attendance

Merged into FV Summit

Took 8 people to the Montgomery Chamber’s Diversity & Inclusion summit to get ideas for a summit in 2017

Not yet started

Fayette Visioning Summit highlighted year’s successes, > 140 attended

Planning underway

Goal 2: How do we connect and grow member businesses? Strategic Objective 2. 1 Connect members to potential new business

Tactics Action Items 2015 2016 20172.1.1 Provide networking events

Host Business After Hours Held 10Ave attendance: 67, slightly below goal of 70

Hold 10 a yearAve attendance: 68.7 below target of 75 but above last year.

7 completed (March excluded/Golf) (Sept excluded/Expo)AVG. 63

Coffee and Connections Hold 10 a yearMet ave. attendance goal of 16

Hold 10 a yearAttendees: 21 five above goal of 16Retention rate of attendees: 96.2%, 11 percentage points above target of 85%

7 completed Attendance dropping and lead volunteer stepped down, cancelling program

Host the Community Expo 25th anniversary celebrationBooth: 110Have 80% booked 30 days out: Actual 86%Attendees: 2,000 : Actual 1,500B2B networking 1 hr priorDo surveys to measure $ value of business derived from expo: no response to survey

Held September 22Met booth sales goal of 11080% booked by one month outAttendance down from 2000, est. 1,800B2B networking 1 hr prior completedcompleted surveys to determine $ value of business derived from expo

Held113 Booth salesCompleted Student Performances1,300 Attendees56 - still low but higher than last year Attendance Survey

Produce the Business on the Green Golf tournament

Attendance: 144 golfers: Actual: 14450 volunteers: Actual: 70

March 28 Attendance: 216 golfers> 100 volunteers, 30 above goal of 70

196 Golfers 75 Volunteers

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2.1.2 Produce signature Events

Host the Annual Meeting Attendance:: 320: Actual 320Deliver chamber success storiesHonor outstanding members

Attendance goals: 320Deliver chamber success storiesAnnual report infographAnnounce 2017 50th anniversaryRoll out branded houseWell-respected speakerHonor outstanding members

400Deliver chamber success stories through the yearsAnnual report infographic formatHonor outstanding membersHave fun

2.1.3 Provide mediums for promoting members

As requested, hold grand openings, ribbon cuttings, etc.

Have at least 1 board member at each event: For the year, about 40% had board members attending

Had a board member in attendance for more than 80%Set up system to notify elected officialsRetention rate: 49%

22 Ribbon Cuttings (Oct 1, 2015 – Sept 30, 2017) – avg – 3 ambassadors per event55%

Send out Find It In Fayette notifications Revamp to feature more than one co., but no more than 3, starting July 1.Send 38 more than year’s goal of 36

34 sent for the year, below goal of 36Open rate of 31%, surpassing goal of 29%

On track31.3%

Offer B2C options through the Source, Relocation package and on new map Have at least 150 Chamber members with ads

in the book: Actual: 97

Have at least 100 Chamber members with ads in the book. 79 – Citizen was short a salesperson so sales were offUpdated relocation packets

Completed (Distributed 15,000 source books) Reviewed and updated Resource Packets Company selected, to start after Source for new Map

2.1.4 Increase member referrals

Offer Hot Deals Include in member benefits rotation in e-newsletter

Include in member benefits rotation in e-newsletter

On target to inform all new members of the opportunity

Goal 2: How do we connect and grow member businesses? Strategic Objective 2. 2 Educate members on how to operate more effectively

Tactics Action Items 2015 2016 20172.2.1 Teach members about membership

Produce New Member Boot Camp Update info for May session: Revamped to Membership 101 in OctoberHeld 3, versus 4Ave attendance: was 38, goal was 45

Three completedYTD: 23 attendees, goal was 40Retention rate: 62%, significantly below 85%

2 Completed18 attendance84.8% (July 1, 2015 – June 30, 2016)

2.2.2 Provide learning opportunities to operate more effectively

Offer Consultants on Demand to provide expertise to members as needed

Launch program by requesting consultants July 1 and requesting participants October 1

Promote in rotation in newsletter as part of Chamber benefits

Ongoing

Host B2B lunches providing relevant learning opportunities for businesses to learn how to get more business or operate more effectively.

11 a yearAve attendance: 63, below goal of 75Set up Business Advisory Council to set programming

Completed 11Ave attendance: 63, 17 below goal of 80.BAC to set 2017 programming by Dec. 31

7 YTDAve attendance 55Process starts in the fall

Offer programs from partner organizations and vendors to leverage their expertise

Schedule when Ga. Chamber (5 for the year)Ave attendance: 5, below goal of 10

Georgia Chamber scheduled 5Ave attendance: 4, 6 below goal of 10

Georgia Chamber scheduled 4Ave. Attendance 3

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Goal 2: How do we connect and grow member businesses? Strategic Objective 2. 3 Strengthen and grow targeted sectors

Tactics Action Items 2015 2016 20172.3.1 Strengthen the manufacturing sector

Provide industry council that provides programming and networking

Launched, 2 meetings held Held four meetings,ave attendance: 8

meetings held 3Ave attendance 10

Identify issues of concern that could cause industries to relocate elsewhere or not choose to come here

ARC to execute a regional BREP survey in 2016 Participated in ARCs regional BREP, six participants. Results have not been reported at EOY

New staff for FCDA will discuss 3rd quarter

2.3.2 Strengthen high tech sector

Develop relationships with the high tech sector through the manufacturing council

n/a Added in 2016 for execution in 2017 Implementation begun

Partner with TAG n/a Added in 2016 for execution in 2017 TAG to partner on events in 2018Participate in Choose ATL for talent attraction n/a Added in 2016 for execution in 2017 Scheduling event in spring 2018Set up program based on Greenville’s NEXT and Durhams Bull City Stampede

n/a Added in 2016 for execution in 2017 Slated to implement in 2018 or 2019Two meetings held, well attended, 3rd scheduled for NovemberDiscussions underway, no strategy set at

this time2.3.3 Support for Women

Women in Business event n/a n/a Big success, great reviews 130 attendees

2.3.4 Provide support for non-profits

Provide resources focused on the special needs of the non-profit community through the Tea & Talk series

Hold 6 Tea & Talks a yearAttendance: 25: YTD: 14

Held 6 Tea & Talks a yearInclude FV programming topics during the year, Crowdsourcing and using PACEAttendance: 27, 2 above goal of 25Retention goal: 88%, 3% above 85% goal

5 have been held Avg. of 16 in attendance 100%

Goal 3: How do we foster community engagement? Strategic Objective 3. 1 Provide leadership development opportunitiesTactics Action Items 2015 2016 2017

3.1.1 Produce Leadership Fayette

Execute Leadership Fayette in even-numbered years

Review curriculum and adjust as needed by June 1

YTD: on trackSet timeline/plan for setting up programs, recruiting sponsors and recruiting participants – to include specific marketing to young professionals and minorities,

YTD: on trackExecute timeline/plan

Have 30 participants and a 90% graduation rate

All completed except sponsorshipsCompleted (Review & update curriculum by June 1 for August launch)Underway execution of timeline/plan28 participantsWill know number of graduates in May 2018

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3.1.2 Foster activity with Leadership Fayette Alumni

Hold at least one event a year Complete setting up all-inclusive alumni group in ChamberMaster by April 30

YTD: on trackProgram planned for June 2 to include FV

YTD: on track

Held event on August 31 with 40 attendees

Not on target (Hold one spring one fall)

Send newsletter quarterly n/a Launched newsletter in August. Off goal to do quarterly but plan one in late January 2017

Sent SPLOST infoNot getting responses to send out newsOn target

Conduct annual LF survey to assess volunteerism, LF participation interest and to encourage participation in RLI

n/a Executed survey3% response rate, below goal of 10%

Not on target (conduct annual survey to track alumni engagement)TBD

Goal 3: How do we foster community engagement? Strategic Objective 3. 2 Develop a pipeline of engaged citizens

Tactics Action Items 2015 2016 20173.2.1 Produce Catalyst

Execute Catalyst in odd-numbered years Have 15 pairs and a 100% completion rate Completed 2015-16 class in June14 of the 15 pairs completed program

Postponed, poor response for call for participation, revamping like Gwinnett Glance for 2018

3.2.2 Execute YP Fayette

Reboot YP Fayette with a format to educate, connect and give back

Plan relaunch Held 12 events, average attendance 15 Held 4: Connect attendance: 19Hold eight networking sessions with 40 attendingHeld 3: Develop attendance: 22Hold 4 education sessions with 40 attendingNone held YTDHold 4 give back sessions where YPs volunteer in the community with 20 attending,

3.2.3 Learn best practices in world class communities

Host Strategic Leadership Visit in 2016 to bring back best practices

n/a Hosted 47 leaders on trip to Greenville and York County, SC

Mixed use – both PTC and Fayetteville adding more mixed useDestiny – SPLOST passedCountywide CVB – assessing interestIncubator space – proposed space in Fayetteville, should announce by EOYFocus Fayette Visioning – on targetSports infrastructure – not yet discussedStart up support – events plannedMinority accelerator – not yet discussedCountywide Arts – discussion on hold

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Goal 3: How do we foster community engagement? Strategic Objective 3. 3 Establish opportunities for exchange between schools, business and the community at-large

Tactics Action Items 2015 2016 20173.3.1 Hold education forums

Hold at least one forum a year that features the school system and includes teachers, parents, business community

Forum held in Nov, >70 attendees Held in evening to attract parents, attendance expected to be 120, and was about 60Content was excellent and will be repeated in 2017

Scheduled for October 23

3.3.2 Connect students to the world of work

Support the internship program Promote work-based learning opportunities encouraging businesses to participate with the Fayette County school system by offering internships.

Promote work-based learning opportunities encouraging businesses to participate with the Fayette County school system by offering internships.

On target and great publicity with GaDOE event and Lakisha Bonner’s statewide award.

Support teacher externships n/a Concept developed, Chamber assisted as requested, Teachers found extremely valuable and incorporated into their plans

On target

Career Days, Career Expo, Shark Tank, etc. n/a Assist as requested No requests for 20173.3.3 Foster strong soft skills in the workforce

Partner with Positive Behavioral Intervention & Supports (PBIS) to improve student achievement and ability to interact well with others.

n/a Added in 2016 but measures and outcomes not identified

Not yet started

Goal 3: How do we foster community engagement? Strategic Objective 3. 4 Build community cohesiveness

Tactics Action Items 2015 2016 20173.4.1 Support Fayette Visioning

Provide staff support to Fayette Visioning- Administrative duties for board

and committee meetings- Communications- Event planning

Agreement reached on providing support completed On target

Execute portions of Fayette Visioning plan attributed to the Fayette Chamber

completed Completed – see purple sections On target

3.4.2 Enhance community image

DCI to deliver recommendations in late March n/a n/a Website design underway, publicity firm now contracted

Develop vision for county (Rob Parker) n/a n/a Not yet started

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Goal 4: How do we operate effectively? Strategic Objective 4.1 Grow Chamber membership Tactics Action Items 2015 2016 2017

4.1.1 Use Ambassadors to increase membership

Use Ambassadors to build relationships fostering renewals

Review Ambassador responsibilities/tracking by May 31 & make adjustmentsSet up Ambassadors to focus on new members (1st and 2nd yr) by June 30Revamp Ambassador training for fall retreat

2016 January EOY retention rate for members two years or less: 48.1%2016 December retention rate for members two years or less: 51.8%Rate increased by 3.7 points

Each ambassador has 12 members to contact each monthWorking on new program to roll out by EOYViewing Horizon videos from ACCE45.5%81.2%

4.1.2 Use Board to increase membership

All board members assigned a list of members to touch once a year via phone or e-mail thanking them for their membership. Lists will contain members more than two years.

Retention rate to reach 82% by EOY Retention rate at 77.2%, 6.8 points below 84% by EOY, however an increase of 3.2 points from December 2015.

On target (Board members receive a monthly list to contact)81.2% Retention Rate

All board members to recruit one new member a year

25 new members: YTD: 2 2 new members, 23 below goal of one new member per board member

5 (Brandon Sherman)

Board calls those on the recently invoiced list that they know

Retention rate to reach 82% by EOY Retention rate at 77.2%, 6.8 points below 84% by EOY, however an increase of 3.2 points from December 2015.

81.2% Retention Rate

4.1.3 Staff goals for membership and retention

Bring in new members Goal 180: EOY: 174Membership revenue goal: $72,000 EOY: $68,312Goal: Net membership increase by 50 to 785 EOY 728

168 new members for the year, 12 below goal of 180Membership revenue: $66,850 $5,150 below goal of $72,000EOY: Overall membership increase by 50 to 758. Membership dropped to 720.

YTD – 113 (goal ytd 142)YTD - $39,684 (goal ytd $56,090)

Membership retention plan: Staff to receive monthly list (members in the 8th month of membership cycle) to call

Three call mornings, one each quarter, following staff mtgRetention rate to reach 82% by EOY

In November, quarterly staff calls were changed to monthly Retention rate at 77.2%

On target81.2% Retention Rate

Social media recognition n/a n/a Campaign started 2/3/17, on target with three a day

4.1.4 Grow number of volunteers

Develop strategy to bring in a more diverse (age, race, etc.) membership & volunteers

TBD TBD Not yet started

Communicate more effectively volunteer opportunities

Create hand out on chamber engagement opportunities by September 1

Update engagement handout by December 1

All new members receive handoutPart of Boot Camp presentationStart second quarter

4.1.5 Find out member interests and concerns

Conduct annual survey to gauge attitudes and opinions as well as gauge economic metrics

An annual survey to include opinions on issues, assessment of business climate and member satisfaction - completedTry to get a prize to encourage participation

159 responses to Chamber survey in mid-November, BAC used in setting B2B agenda, public policy to reviewHad a prize to encourage participation

Execute September

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Goal 4: How do we operate effectively? Strategic Objective 4.2 Increase non-dues income

Tactics Action Items 2015 2016 20174.2.1 Increase Chairman’s Investor participation

Identify potential upgrades and new investors Pres. and MDM to review pipeline list in monthly mtg: YTD: Occurring quarterlyReview list quarterly with board: YTD: Recommend annually at Board retreatGoal EOY: $77,500 (increase of $25,000) YTD: $62,108

Pres. and MDM reviewd pipeline list in monthly mtgReview list quarterly with boardGoal at EOY: $87,500, $105,000

On track with new staff person to review with pres monthlyLost two CI, on working on two new ones for EOY renewal of CIs

Retain existing through original, exclusive programming featuring two breakfast meetings and two evening meetings a year

4 Chairman’s Roundtable (2 AM, 2 PM) a yearAttendance goals: 25 YTD: 28100% CI retention: YTD: 100%

Held 4 Chairman’s Investor eventsAttendance 30, 5 more than goal of 25Lost 2 for a retention of 90%. One converted to sponsorship $, one reduced to regular membership level

Two completed Chairman’s roundtables, Vote Yes and Branding launch have. attendance 28.6MD contacting now to set up meetingsPresident not on track91% CI retention$87,500 Budget

Provide special invitations to partner events, i.e. Eggs and Issues, ARC State of the Region

Filled table at Eggs & Issues, Congressional luncheon, ARC State of the Region:7 attended100% CI retention: YTD: 100%

Filled table at Eggs & IssuesFilled table at ARC’s State of the Region

On targetFill table at State of the Region Not

until OctoberDetermine value of contact information to Investors and develop a format to provide needed information

Ask investors if they want a list/participate in a list

n/a n/a

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4.2.2 Hold revenue-generating events

Annual Meeting Sponsorships: $18,500 Actual: $18,750Ticket sales: $16,500 Actual: $19,250

Reached sponsorship goal of $18,500Ticket sales: $15,725 (below goal of $19,500)

Sponsorship $7,133.84

Chairman’s Roundtables Goal: $3,750: YTD: $3,750 Sponsorship: $4,750 ($250 above budget) Currently at $4,500B2B Luncheon Net revenue $6,943 ($193 above budget) $4,106.77 (YTD goal $7,416)BOD retreat Goal: $2,000: YTD: $1,750 Net revenue: $521 ($521 above budget) $1750 $250 over goal of $1500Business After Hours Net revenue: $6855 ($855 above budget) $4,900 (ytd goal: $4,550)Education programs Goal: $3,750 YTD: $3,750 Sponsorship: $3,250 ($1,250 above

budget)Net revenue: $2,330

Not yet started

Issues forums & Pancakes & Policy N/A – will start back up 2016 Net revenue: $ $1601 ($1,399 below budget)

$837 (ytd goal: $950)

Dome Roam Goal: 1,500 YTD: $1,500 Net revenue: $954 ($296 below budget) $3080.83Bray Legislative Appreciation Supper Goals: $1,500 YTD: $750 Net revenue: $1,059 ($2,059 above

budget)$2089.46

Leadership Fayette Goal: $4,550 YTD: $4,550 Net revenue: $26,999 ($16,499 above budget)

$2,679.01

Leadership Fayette Alumni Goal: $2,500 YTD: $2,500 Net revenue: $1,904 ($1,904 below budget

$0 sponsorships (goal $2,000) no expenses yet

New Member Boot Camp Net revenue: $656 ($44 below budget) 72.09 above the line, $1,500 tradeCatalyst Goal: $2,300 YTD: $2,700

Participation fees: $600Net revenue: $563 ($287 below budget) postponed

Young Professionals N/A 2015 – Launch 2016 Net revenue: $880 ($520 below budget) $1,762.02 (ytd goal: $1495)Strategic Leadership Visit N/A 2015 – will occur in 2016 Net revenue: $13,993 ($6,007 below

budget)Golf Net revenue: $45,500

YTD: $46,644.51[$31,450 Total Sponsorships]

Net revenue: $49,544 ($544 above budget)

$53,754.17

Expo Net revenue: $35,000YTD: $39,823.31

Net revenue: $37,758 ($3,242 below budget)

$36,104.81

Other Member programs (i.e. women’s event, ambassadors, committees)

$2320.20

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4.2.4 Advertising The Source Net $15,000 YTD: $10,890 Net revenue: $10,044 ($4,956 below budget)

$10,000

e-mail advertising Goal: $2,400 YTD: $1,825 Gross revenue: $3050 ($650 above budget)

$1450 (ytd goal: $2250)

Web advertising Goal: $1,200 YTD: $550 Gross revenue: $645($555 below budget) $1641.70 (ytd goal: $450)

Newcomer packets Goal: $1,200 YTD: $750 Gross revenue $1,040 ($160 below budget)

$60 (ytd goal: $750.01)

Maps n/a n/a $297 (ytd goal: $270)

Room Rentals Goal: $7,800 YTD: $5,700 Gross revenue: $5,600 ($1,400 below budget)

$11,075 (ytd goal: $3,900)

4.2.5 Services Mailing labels Goal: $275 YTD: $589.75 Gross revenue: 756.70 ($6.70 above budget)

Gross revenue: $3,000 (?)$1450 (ytd goal $2,250)

Goal 4: How do we operate effectively? Strategic Objective 4.3 Touch members, constituents and community through effective communications

Tactics Action Items 2015 2016 20174.3.1 Building the Chamber brand

Consistent, regular communications with members that includes networking and education opportunities and public policy updates (revisit communications strategy – Stephen)

n/a Newsletters & Calendars consistently sent on timeOpen rate 33.5% up from 31.2% last year

On target for newsletter every two weeksOpen rate average: 34.75 %

Set media/p.r./social media plan for all events and chamber overall

Finalize 6 month plans by Dec. 31 and June 30 for following 6 months

On track for mid-January completion On target

Create a branded house/freshen up collateral By November 30, Logos approved for roll out at annual meeting. Include a 50th anniversary logoCollateral updated to be handed out at annual meeting

Logos and new collateral rolled out at annual mtg.50th anniversary logo launched at July BAHWon ACE award at ACCE for brand

Rescheduled for April for SPLOST, on targetImplementation has begun completed

Adopt countywide brand n/a n/a On target Website Page views 2017 YTD: 96,868Scheduled for November (Review in June and December for potential refresh)

Use the website as the go-to place for community data in an easy-to-use format

Add data resources to include Accolades, Census data, Cost of living index

New website launched in April On target

Monthly articles in local media Build Chamber’s reputation as a trusted source of informationImpact public opinion

Build Chamber’s reputation as a trusted source of informationImpact public opinion

On target

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4.3.2 Increasing nonprofit engagement

Develop and implement marketing plan for Chamber for Good(Addresses FV 3.2.3)

Eliminating program discontinued

Goal 4: How do we operate effectively? Strategic Objective 4.4 Build an engaged Chamber Board

Tactics Action Items 2015 2016 20174.4.1 Foster diversity within the Chamber

Explore options with guidance from minority/diversity board members and engaged Chamber members.

Remind nominating committee to take diversity of all types into consideration when setting the slate

Remind nominating committee to take diversity of all types into consideration when setting the slate

Diversity in current list of board nominees

4.4.2 planning SWOT with board Cancelled for 2015 Completed Board SWOT prior to retreatHave 68% participation

Fall(complete two SWOTS, Chamber & community two weeks before board retreatHave 80% participation)

Board retreat Reviewed existing plan and provided update to boardHave 90% retreat attendance from board

Reviewed existing plan and provided update to board92 percent board attendance

Discussions have started

Complete 2015-17 plan, launch 2018-2020 plan Complete and update plan Complete and update plan Complete and update planHave 2018-2020 plan by EOY

4.4.3 training Have new board member training for new board members and any existing that would like a refresher

Review Chamber statistics, budget and policiesHave 100% new board member participation

Completed board member training covering stats, budget & policies100% new board member participation

FallReview Chamber statistics, budget and policiesHave 100% new board member participation

4.4.4 Socializing Hold at least one social event for the board Schedule in November after new board members selectionBoard to connect

Held after board retreatOnly about 1/3 of the board attended

11/9/17Board to connect

Goal 4: How do we operate effectively? Strategic Objective 4.5 Maintain excellent financial operations with timely, accurate reports and audits

Tactics Action Items 2015 2016 20174.5.1 Reporting Have financials, revenue snapshot and cash flow

projections completed for Boardcomplete within 5 working days of month end: YTD 60%

Completed in a timely manner about 70% of the year

Averaging 6 days of month end

Complete audit/review August4.5.2 Invoicing Execute billing cycle all the way through invoicing,

reminders, renewals, reinstates and dropscompleted completed On target to complete according to invoice

cycle policy81.2% Retention rate

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4.5.3 Checks & Balances

Finance committee to meet regularly to review policies affecting financials and make recommendations to the Board

Reviewedcash versus accrualseparation of dutiesbilling cycle2016 budget

Three meetings held reviewed:Where to hold fundsReserve policy2017 budget

3 meetings YTD

Goal 4: How do we operate effectively? Strategic Objective 4.6 Apply continuous improvement to processes

Tactics Action Items 2015 2016 20174.6.1 Provide staff development opportunities

Have all staff participate in some type of professional development

Put into all staff’s goals, their development training goals -completedHave staff attending Chamber training activities, report to board within 60 days of attending training – YTD on track

Included in all staff’s goals, their development training goalsStaff reported out at Board retreat

On targetFeb 8-9 ChamberMaster train (CB TA LC)March 8-10 ACCE Sales Training (LC)June - IOM (PM)GACCE – (CAU)

Not yet started (report to Board within 60 days of starting training)

4.6.2 Consistently review Staff goals

Develop goals for each person and his or her position with clear expectations

Goals set by EOYDirect reports and supervisors to review on a monthly basis and adjust support as needed. YTD: bi-monthly

Direct reports and supervisors to review met monthly to adjust support as neededGoals will be set by first week of January versus mid-December

On target

Have 2018 goals set by December 15Start in fall

4.6.3 Continuous improvement through review of existing processes/docs

Review H.R. practices including manual Set up H.R. committee that assisted with H.R. manual and meet as needed

H.R. committee members assisted in specific requests but did not meet in 2016

Done

Review key documents H.R. Manual -completed Three policies crafted in 2016: Bids process, Communications and Donations

On target

Report on status of strategic plan/program of work to board

report quarterly – on target Provided quarterly reports on strategic plan

Not scheduled

Annual file clean out day No clean up date in 2015 Held office clean-up day on January 18 Done4.6.4 Seek U.S. Chamber accreditation

Using the U.S. Chamber accreditation process, review Chamber’s activities and make improvements

Received GACCE accreditationWas to start process mid-year, however, did not start process until December, participated in webinar on accreditation.

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