Great Lakes Region Strategic Plan€¦ · Dr. Dawn C. Edwards Mellissa Jackson Holloway, Esq. Tonya...

Zeta Phi Beta Sorority, Incorporated

One Zeta… Unified... Mobilized...ZetariZed!!!

Great Lakes Region Strategic Plan

Valerie Hollingsworth Baker International President

Connie V. Pugh Director, Great Lakes

Zeta Phi Beta Sorority, Incorporated

The Members’ Administration

Valerie Hollingsworth Baker

International President

Connie V. Pugh, Director Great Lakes Region Johnique Davis, Executive Assistance

Monica Mogbo, Chief of Staff

Dr. Dawn C. Edwards Mellissa Jackson Holloway, Esq. Tonya Muhammad Angela Pilmore

Illinois State Director Indiana State Director Kentucky State Director Michigan State Director

Mary Caruso Dailey. Ph.D Isi Green Nikki Purvis Minnesota State Director Ohio State Director Wisconsin State Director

Great Lakes Leadership Team

Vision:

The vision revolves around focusing on progressive initiatives that aim to develop strong, independent women. To serve as a change agent; to support the National Programs and Initiatives; and align operations through the use of technology-driven modes of communication, automation, efficiency, education, and transparency.

Mission and Vision

Mission:

The Region’s mission revolves around fostering the ideals of Scholarship, Service, Sisterhood, and Finer Womanhood. The Regional Director will promote high standards; focus on developing leaders (via the creation of leadership academies); devise a recruitment plan to increase membership for Sorors, Zeta Amicae, and Youth Affiliates; as well as, foster a spirit of cooperation and collaboration (#OneZeta).

©2018ConnieV.Pugh

SWOT Analysis

Strengthens - Weakness - Opportunities - Threats Conduct a SWOT Analysis for the Great Lakes Region in order to assess and analyze the strengths, weaknesses, opportunities, and threats, and thereafter, develop key objectives and strategies to strengthen the region, states, and sisterhood (i.e. Sorors, Zeta Amicae, and Youth Affiliates). The SWOT Analysis includes engagement from all seven states as the Regional Director traveled to each State Leadership Conference conferring with the members within the Members’ Administration.

©2018ConnieV.Pugh

S T R E N G T H S

-  Strategic Plan - Development of a plan of action with timelines for completion; -  Approaching 100 years of community service as an African American, not-for-profit organization; -  Free Workforce - Volunteers offering their education and professional expertise; -  Strong Service Programs - Z-HOPE, March of Dimes/Storks Nest; -  Financial Stability - Payment of dues, donations, and fundraising endeavors to support the

organization; -  Financial Management - Sound financial practices in the region; -  Educational Opportunities - Sorors, Zeta Amicae, and Youth Affiliates have multiple

opportunities to receive training; -  Knowledgeable and Experienced Sorors; -  Founders and Relatives in and from the Region; -  Representation on the National Executive Board; -  High Percentage of Active and Financial Chapters; -  Development of a plan of action with timelines for completion

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W E A K N E S S E S

-  Communication - Breakdown or “trickle down” communication in the organization have been the norm;

-  Responsiveness to the Sisterhood - Timely responsiveness to the needs of the Sisterhood is often erratic and inconsistent;

-  Micromanagement Versus Empowerment of Officers: - Officers lack the freedom to work at their full potential and their duties are often micromanaged to the point of stifling creativity;

-  Preparedness - Lack of long range planning when transitioning from one administration to the next;

-  Cohesiveness Among the States and Chapters - States and Chapters are often in competition with each other instead of working for the greater good of the sorority/community;

-  Varying Policies and Procedures - Processes are different from state to state with the region and the sisterhood;

-  Technology Literate Stakeholders - Move toward electronic literacy of individuals; -  Unfinancial Members - A Large Number of Unfinancial Members within the Region/State; -  Membership Intake Process Violations - Ensure all Sorors adhere to the rules and

regulations of the organization

©2018ConnieV.Pugh

O P P O R T U N I T I E S

-  To strengthen and enhance the Undergraduate and Youth program;

-  To strengthen and enhance the Undergraduate, Youth Affiliates, and Zeta Amicae Auxiliary for next level engagement;

-  Create viable cost-effective opportunities to increase attendance at Leadership Conferences;

-  Membership growth has increased and should continue remain a priority; -  Sorors ability to maintain financial status; -  Undergraduate Sorors transitioning to the Graduate Chapters; -  Undergraduate and Younger Sorors encouraged to seek positions inside and outside the

Region; -  Relationships with National Partners; -  External Brand Management; -  Sponsorships to cover conference expenses; -  Increase scholarship awards

©2018ConnieV.Pugh

T H R E A T S

-  Leadership and Sorors not thinking outside of the box;

-  Stagnant programming and events within the Region;

-  Making Officers and Appointees ineffective in performing their obligations to the Sisterhood;

-  Working under the ill-conceived premise of knowledge and information being distributed on an “as needs to know basis” which negatively affects all levels;

-  Poor Membership Retention: History of losing membership (our most valuable resource), which negates recruitment gains and negatively impacts all areas of the sorority’s business success;

-  States following different procedures

-  Everyone wants to lead and no one wants to follow

-  Sorors want the title, but not the work that comes along with the title

©2018ConnieV.Pugh

A plan for the future

Communication

Creation of user-friendly personal and technology-driven solutions between members, other organizations and businesses, and the public

Efficiency

Digitization of our organization documents and creation of a structured membership database system which will take us through the next 25 years

Automation

Replacement of antiquated and manual systems of production

Education

Increase the overall efficiency and transmission of knowledge through several digital modes

Transparency

The dedication to High Touch Connectivity and the advancements we make in communication, efficiency, automation and education will lead to the availability of complete and timely information to the sisterhood necessary for collaboration, cooperation, and collective decision making, which fosters complete financial and administrative transparency to the membership.

©2017ValerieHollingsworth-Baker

….

….

Membership

(Zeta Network)

Communication

Automation

Transparency Education

Efficiency

©2017ValerieHollingsworth-Baker

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Regional Goals - Membership Matters

Priority #1:

To meet the needs of the sisterhood through technological advancements

Priority #2: To ensure the Great Lakes Region is providing highly efficient and effective customer service to all stakeholders in alignment with National Headquarters

Priority #3: To focus on recruiting and retaining membership

©2018ConnieV.Pugh

Regional Goals - Membership Matters

Priority #4:

To establish educational opportunities geared toward expanding leadership skills

Priority #5: To work with Grand Basileus Hollingsworth Baker and the National Trustee to furnish Birch Haven in Idlewild, Michigan

Priority #6: Commission a team to work with the Regional Director to create the Great Lakes Region’s History Book

©2018ConnieV.Pugh

MISSION POSSIBLE 15 Month Projected Timeline

Task # Task Name Total Days Required Start Date Completion

Date Resource Officers Notes

01 Preliminary meeting with the International

Grand Basileus

01 7/22/2018 7/24/2018 International Grand Basileus

Discuss Strategic Plan for the Great Lakes Region

02 Address Matters of the Region during the

Transition / Appointment State Directors

21 08/10/18 08/31/18 Regional Director Answer various questions during the transition period

03 Attend Regional Directors’ Retreat

04 08/15/18 08/19/18 International Grand Basileus

Discuss Strategic Plan for the Great Lakes Region

04 Select Chief of Staff and Executive Assistant

01 08/22/18 08/22/18 Regional Director Disseminate information to the sisterhood

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05 Preliminary Discussion with the Executive Board

Chairman and Tamias

01 08/23/18 08/23/18 Regional Director Preliminary Discussion with the Executive Board

Chairman and Tamias

06 Transition with Immediate Past Regional Director

01 08/26/18 08/26/18 Regional Director Discuss the State of the Region

07 Preliminary Discussion with State Directors

01 09/01/18 09/01/18 State Directors Discuss preliminary expectations

08 Disseminate Regional Appointee Information

01 09/01/18 09/01/18 State Directors Disseminate information to the sisterhood for resume submission

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09 Application Submission for Regional Appointed

Officers

30 09/01/18 09/30/18 Chief of Staff Executive Assistant

Encourage individuals from all states to apply for appointments.

10 Discuss the Preliminary Plan for the History Book

01 09/06/18 09/06/18 Regional Director Historian

Review preliminary information for gathering history from the region

11 State Directors’ Retreat 03 09/14/18 09/16/18 Regional Director Chief of Staff

Executive Assistant

Discuss strategic plan and expectations

12 Visit Each State in the Great Lakes

Region

57 09/21/18 11/18/18 Regional Director Attend State Leadership Conferences

©2018ConnieV.Pugh




13 Review Applications for Regional Appointments

02 10/01/18 10/03/18 Regional Director Notify members of their appointments

14 Ensure the Region is aware of current events

Numerous 10/01/18 06/30/19 as needed ZNN - Great Lakes Region Edition State Calendars

15 Notify Members of their Regional Appointments

02 10/04/18 10/06/18 Regional Director Notify members of their appointments

16 Discuss Preliminary Information for the

Regional Conference

01 10/08/18 10/08/18 Regional Director State Director Chief of Staff

Executive Assistant Host Chapter

Discuss planning information and logistics

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17 Review electronic processing of chapter tax,

membership fees, and registration fees

60 10/08/18 12/08/18 Regional Director Tamias

18 Discuss electronic processing of payments

and fees with State Directors

01 10/15/18 10/15/18 Regional Director State Director

Notify members of their appointments

19 Research the feasibility of an online networking

opportunity for members within the Region

Numerous 10/15/18 05/01/19 Regional Director State Director Chief of Staff

Executive Assistant Host Chapter

Discuss planning information and logistics

20 Prepare comprehensive resource guide for Appointed Officers

90 10/22/18 01/22/19 Regional Director Regional Appointees

Discuss expectations with appointees

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21 Goal setting meetings with Appointed Officers

Numerous 10/29/18 12/29/18 Regional Director Regional Appointees

Brainstorming and Pulse Check

22 Use online communication links to

provide opportunities for members to participate in

activities

Numerous 11/01/18 06/30/19 Regional Director Web Mistress

Ensure and further develop inactive member databases that are user friendly and easy to navigate

23 Focus on enhancing and developing programs to build/improve relations

Numerous 11/01/18 05/01/19 Regional Director Focus on enhancing and developing programs to build/improve relations

24 Create database of information geared toward identifying stakeholders’

skillset

Numerous 11/01/18 05/01/19 Regional Director Web Mistress

Create database of information geared toward identifying stakeholders’ skillset

©2018ConnieV.Pugh




25 Assist the State Directors with creating Leadership

Academies

90 11/12/18 02/12/19 Regional Director State Directors

Create opportunities to train stakeholders on a regular basis

26 Monthly State Directors’ Teleconference

Numerous 11/12/18 06/30/19 Regional Director State Director

Brainstorming, Information Sharing, and Pulse Check

27 Regional Conference Planning Meeting


Brainstorming and Planning

28 Work in tandem with the State Directors to prepare a Procedures Manual for each chapter, as needed


Chapter Basilei

Confer with Chapter Basilei relative to their needs

©2018ConnieV.Pugh




29 Financial Review 01 12/02/18 12/02/18 Regional Director Executive Board Chair

Tamias Tamias-Grammatues

Quarterly review of financial affairs







32 Host inactive training webinar within the Region

01 12/19/18 12/19/18 Regional Director Chief of Staff

Executive Assistant

Provide ongoing training and development opportunities

©2018ConnieV.Pugh




33 Finalize Great Lakes Region’s History Book

135 01/01/20 04/15/20 Regional Director Historian

Unveil Great Lakes Region’s History Book







36 Discuss the Renovation of Birch Haven

Numerous 01/14/19 07/04/20 International Grand Basileus

National Trustees Regional Director

Prepare timeline of tasks for the renovation of Birch Haven

©2018ConnieV.Pugh




49 Attend Regional Directors’ Retreat

04 08/15/19 08/18/19 Regional Director State Directors

Attend Regional Directors’ Retreat

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Regional Director Goals at a Glance

©2018ConnieV.Pugh

Engagement and

Collaboration

Regional Governance

Administration

Leadership Development

Centennial Engagement

National Programs

Reclamation Initiative

As the Great Lakes Regional Director, the

areas of focus will revolve around the core

areas identified.

Technological Advances

Preserve History Furnish

Birch Haven Effective Communication

Great Lakes Region Strategic Plan€¦ · Dr. Dawn C. Edwards Mellissa Jackson Holloway, Esq. Tonya...

Documents

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