Region 1 Training WorkshopCrowne Plaza Albany – 1-2 August 2008

Session 1A

Strategic PlanningArthur W. Winston

Chair, R1 Strategic Planning Committee

Why Strategic Planning

Simply put, strategic planning determines where an organization is going over the next few years, how it is going to get there, and how it will know if it got there or not.

Benefits of Strategic Planning

Defines the purpose of the organization and builds consensus on what the organization should accomplish in the future (vision).

Establishes realistic goals and objectives consistent with purpose and vision.

Ensures the most effective use of the organization’s resources by focusing on the key priorities.

Focuses the work of all organizational units on common vision and goals.

Provides a base to measure progress.

Key Elements of the IEEE Strategic Plan

IEEE Strategic Planning - Key TermsCore Purpose – Why the organization exists (mission).

Core Values – Essential and enduring beliefs that guide decisions and actions.

Envisioned Future - A concrete vision for the organization, to be achieved in 10-15 years. (“Big Audacious goal” – what the organization seeks to be or become; Vivid Descriptions - what conditions exist when the vision has been achieved).

Goals - Outcome-oriented statements that define success in 3-5 years, and that contribute to the achievement of the 10-15 year vision.

Objectives – Statements that help to measure incremental progress toward the goal.

IEEE Core Purpose (Mission)

IEEE’s core purpose is to foster technological innovation and excellence for the benefit of humanity.   

IEEE Core Values

Service to humanity

Global focus

Trust and respect

Growth and nurturing of the profession

Collaboration and community building

Professionalism

Intellectual activity

Peer-reviewed

IEEE Vision (Big Audacious Goal)

Be essential to the global technical community and to technical professionals everywhere, and be universally recognized for the contributions of technology and of technical professionals in improving global conditions.

IEEE 3-5 Year GoalsIndustry and Practitioners - Industry professionals and their employers will value IEEE as a major resource to achieve success. Education - IEEE will improve the professional competencies of students and professionals through education. Global Advocacy - IEEE will increasingly be valued by the global community as a catalyst for a balanced dialogue on technology-related issues. Image - The public will increasingly value the role of IEEE and technical professionals in enhancing the quality of life and the environment. Members and Volunteers - IEEE members will increasingly find value and enjoyment through their involvement in the organization. The Association - IEEE will operate as a model global association, with aligned purpose, energy, and infrastructure that facilitates the development and execution of coordinated strategy.

VisionEnsure Quality Member Opportunities for Continuous Engagement

Mission

Inspire, Enable, Empower and Engage Members of IEEE

Guiding Principles• The Member is IEEE and IEEE is the member.

• Members shape IEEE's future.

• Members collaborate to create IEEE's future.

• IEEE enhances members' future.

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The MGA Vision, Missionand Guiding Principles

• Increase the value of IEEE membership.

• Utilize member life cycle concept.

• Provide a simple, consistent interface to members and prospective members.

• Track member involvement and development.

• Make the process of joining and maintaining membership simple and straightforward.

• Facilitate member collaboration.

• Become more transnational in look, feel and language.

• Strengthen the relevancy of IEEE membership to industry.

MGA Strategies

• Increase member engagement.

• Improve relationships with and between members.

• Increase operational efficiency and effectiveness.

• Improve staff job satisfaction.

• Enhance collaboration with other business units.

• Increase membership.

• Enhance the membership-related information available to the member and the geographic units.

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MGA Goals

Region 1 has started a strategic planning

process….

Strategic Planning Committee

Gerard Alphonse

Bruce Hecht

Fausto Molinet

Nita Patel

Arthur Winston, Chair

Charge to CommitteeLooking for big, innovative ideas. 

Find new ways of doing what we do, and also find new things to do, all of which should provide greater value to the member and greater benefit to the profession. 

Can we find synergies, and build on them to create more value at equal or lower costs.  Think strategically (10-15 years out) and then refine some ideas and develop 5 year plans. 

Committee Goals

Provide both a long-term (10 – 15 years) and a short term (5 years) strategic plan.

Provide report for use by Region 1 and its sections and committees to plan, implement, strategies individually and collectively.

Provide training to sections to think strategically

We’ve Started the Process..

Developed SPC roadmap

Determined best method of communication for effectiveness and within budget

Reviewed IEEE’s strategic plans and change in direction

Determined role of R1 in enhancing the region and leading in overall IEEE objectives

Now conducting a web survey to gather input

And asking for your participation today…!

What’s Going On Today in Your Section?

What’s working well?What’s not working well?What are the challenges that your section will face in the next 1-3 years?How could Region 1 help your section to be better prepared for these challenges?

In the Future…On the HorizonWhat issues affecting the following areas do you think will

have an impact on IEEE Region 1, its sections, and its members in the next 3-5 years?

Demographics

Social, Cultural and Consumer Values

Legislative and Regulatory Trends

Economic

Nature of the profession

Science and Technology

Core Ideology – Who We AreHow would you describe the core purpose of Region 1?

What was it originally organized to do?

Has that changed?

What core values has Region 1 stood for over time?

What commonly held beliefs should be preserved at all costs?

Envisioned Future – Where We’re Going…

What is the single most important outcome for Region 1 to accomplish in the next 10 years if there were no obstacles to success?

What will happen differently and better, and for whom, when this outcome has been achieved by Region 1?

Focusing on 3-5 Year Goals

What are the three most important outcomes for Region 1 to have accomplished in the next 3-5 years?

What actions do we need to take to achieve these outcomes?

Region 1 Today – Positioning for Future Success

What are Region 1’s strengths today?

What are Region 1’s weaknesses today?

What are the three greatest challenges or barriers to success that are likely to face Region 1 in the next 3-5 years?

Survey Progress

Survey was opened in late May.

21 responses received to date.

Response collection will continue into the fall.

We need your input – please visit:

http://www.surveymonkey.com/s.aspx?sm=y7oOVWU3cPurjWuoPzDyxA_3d_3d

Questions?