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Month YYYY City, State Chapter Strategic Planning Service Definitions &  Implementation Approaches
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Welcome & Guiding Principles As a courtesy to your fellow attendees, please wait until break periods to exchange business cards.
General Session Break-Out Sessions Conference Approach Post- Conference Optional Required Key Report-Out  Service  Definitions 2 Report-Out  Service Implementation Approaches 4 Prioritize Services  for  Framing Frame Service Implementation Approaches Tactical Session 3 Map Service Impacts to Objectives Strategic Session Identify Board Functions Identify Services Prioritize Services  For Definition Define  Services 1 Identify Strategic Objectives 5 Map Service  Impacts to Board Functions Consolidate  Services from All Break-Out Sessions Distribute  2010 Region 5 Catalog of Services 6
Identify Board Functions Replace the  sample data  with the appropriate information for your chapter Recruiting, Retention, Networking Membership Cash Management, Financial Statements, Tax Returns, Contracts Finance / Treasurer Professional Development, Training, Career Advancement Certification Support, Practitioner Support, University Outreach Education Event Management, Online Calendar Postings Board Minutes, QA Communications Content Communications Publicity, Advertising, Newsletter Corporate Outreach, Community Outreach Marketing Information, Integration, Technical Support Web / Technology Audio/Visual Equipment & Support Planning / Logistics Chapter Meetings, Special Events Programs Strategic Vision, Volunteer Leadership Special Projects, Governance Projects, PM Center of Excellence President Includes: Board Function
Identify Strategic Objectives Replace the  sample data  with the appropriate information for your chapter Develop Chapter Operational Structure Develop Chapter Leaders Increase Chapter Revenue Increase Event Participation Increase Addition Of New Members Increase Membership Retention Includes: Strategic Objective
Identify, Group & Prioritize Services  (optional) Replace the  sample data  with the appropriate information for your chapter Post-Session Follow-Up Nice to Define Today Must Define Today Priority Service Group Service / Component
Define Service (the “ what ” and “ why ”) Replace the  sample data  with the appropriate information for your chapter Anticipated Benefits Board Alignment ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Strategic Objectives Supported Out of Scope for  Initial  Delivery Key Aspects of the Service Purpose Service  ______
General Session Break-Out Sessions Conference Approach Strategic Session Tactical Session Post- Conference 5 Report-Out  Service  Definitions 2 Report-Out  Service Implementation Approaches 4 Identify Board Functions Identify Services Prioritize Services  For Definition Define  Services 1 Map Service  Impacts to Board Functions Consolidate  Services from All Break-Out Sessions Identify Strategic Objectives Distribute  2010 Region 5 Catalog of Services 6 Prioritize Services  for  Framing Frame Service Implementation Approaches 3 Map Service Impacts to Objectives Optional Required Key
Map Service  Impacts  to Objectives  (optional) Or…use a checkbox to indicate variable impact Replace the  sample data  with the appropriate information for your chapter Priority Develop Chapter Operational Structure Develop Chapter Leaders Increase Chapter Revenue Increase  Event Participation Increase  New Members Increase Membership Retention Strategic Objectives Service / Component Low Med High Key
Frame Implementation Approach (“ how ”) Replace the  sample data  with the appropriate information for your chapter ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Board Functions Impacted Metrics and Measures Lessons Learned Impl Role Name Chapter Board Role Deliverable(s) Contacts for Implementation Guidance Key Aspects of Implementation Service  ______
General Session Break-Out Sessions Conference Approach Strategic Session Prioritize Services  for  Framing Frame Service Implementation Approaches Tactical Session 3 Post- Conference Report-Out  Service  Definitions 2 Report-Out  Service Implementation Approaches 4 Identify Board Functions Identify Services Prioritize Services  For Definition Define  Services Map Service Impacts to Objectives 1 Identify Strategic Objectives 5 Map Service  Impacts to Board Functions Consolidate  Services from All Break-Out Sessions Distribute  2010 Region 5 Catalog of Services 6 Optional Required Key
Map Service  Impacts  to Board Functions Populate with board function information from the Service Implementation Approaches. Or…use a checkbox to indicate variable impact Replace the  sample data  with the appropriate information for your chapter Logistics Marketing Finance / Treasurer Education Membership Communications Web / Technology Programs President Board Functions  Services Low Med High Key
Thank You For Participating! Content From All Break-Out Sessions Will Be Compiled And Distributed To All Conference Attendees Your Break-Out Session Team Chapter Role Chapter Name Session Role Session Timekeeper Scribe Flip Charts Facilitator Framing Implementation Approach for Services Timekeeper Scribe Flip Charts Facilitator Strategic Definition of Services
Appendices ,[object Object],[object Object],[object Object],[object Object],[object Object]
Appendix A – Samples Break-Out Sessions This appendix contains sample slides  to illustrate the final view of the document.
Define Service (the “ what ” and “ why ”) EXAMPLE ,[object Object],[object Object],Anticipated Benefits ,[object Object],Board Alignment ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Practitioner Support ,[object Object],[object Object],[object Object],Strategic Objectives Supported Out of Scope for  Initial  Delivery Key Aspects of the Service Purpose Service  _CM01_
Map  Impacts  to Strategic Objectives Or…use a checkbox to indicate variable impact EXAMPLE Provide Networking Opportunities Med High High High High Priority Develop Chapter Operational Structure Develop Chapter Leaders Advertising & Sponsorship Program Raise Awareness – Individual Focus Raise Awareness – Corporate, University (Administration) – Outreach Utilize Communications Model Increase Chapter Revenue Increase  Event Participation Increase  New Members Increase Membership Retention Strategic Objectives Services Low Med High Key
Frame Implementation Approach (“ how ”) EXAMPLE ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Board Functions Impacted ,[object Object],[object Object],[object Object],Metrics and Measures ,[object Object],[object Object],Lessons Learned Tools for Metrics & Measures Advisor VP, Tech Ed Hammerbeck KIPMI Service Scope & Charter Owner VP, Educ Chuck Millhollan KIPMI Lead Impl Role Implementation Plan Dir, Educ Jane Ferrell KIPMI Name Chapter ,[object Object],[object Object],[object Object],[object Object],Practitioner Support Board Role Deliverable(s) Contacts for Implementation Guidance Key Aspects of Implementation Service  _CM01_
Map Service  Impacts  to Board Functions Or…use a checkbox to indicate variable impact EXAMPLE Logistics Marketing Finance / Treasurer Note :   This service is limited to the  administrative  aspects of universities, and does  not  address educational synergies.   Education Advertising & Sponsorship Program Raise Awareness – Individual Focus Raise Awareness – Corporate, University  (Admin)  – Outreach Utilize Communications Model Membership / Volunteers Communications Web / Technology Programs President Board Functions Services Low Med High Key
Appendix B – Templates Break-Out Sessions This appendix contains blank templates  to be used for capturing content from break-out sessions.
Define Service (the “ what ” and “ why ”) Anticipated Benefits Board Alignment Strategic Objectives Supported Out of Scope for  Initial  Delivery Key Aspects of the Service Purpose Service  ______
Map Service  Impacts  to Objectives  (optional) Or…use a checkbox to indicate variable impact Priority Strategic Objectives Service / Component Low Med High Key
Frame Implementation Approach (“ how ”) Board Functions Impacted Metrics and Measures Lessons Learned Impl Role Name Chapter Board Role Deliverable(s) Contacts for Implementation Guidance Key Aspects of Implementation Service  ______
Map Service  Impacts  to Board Functions Or…use a checkbox to indicate variable impact Board Functions  Services Low Med High Key
Post-Conference Follow-Up Plan  (optional) Responsible Party Action Item Due Date
This appendix provides insights into  successful facilitation of break-out sessions. Appendix C - Facilitation Approach
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],General Facilitation Tips & Techniques
[object Object],[object Object],[object Object],[object Object],[object Object],Session Governance Keys
Conducting the Strategic Session  (manual) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Conducting the Tactical Session  (manual) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Appendix D – Templates Consolidation of Break-Out Group Data This appendix contains templates for  consolidated  service content  from  all  break-out groups.
Map Service  Impacts  to Objectives Populate with mapping information from each break-out group. Or…use a checkbox to indicate variable impact Strategic Objectives Services Low Med High Key
Map Service  Impacts  to Board Functions Or…use a checkbox to indicate variable impact Populate with mapping information from each break-out group. Board Functions Services Low Med High Key

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Strategic Planning Facilitation Guide - 2010 PMI Region 5 Conference

  • 1. Month YYYY City, State Chapter Strategic Planning Service Definitions & Implementation Approaches
  • 2.
  • 3. General Session Break-Out Sessions Conference Approach Post- Conference Optional Required Key Report-Out Service Definitions 2 Report-Out Service Implementation Approaches 4 Prioritize Services for Framing Frame Service Implementation Approaches Tactical Session 3 Map Service Impacts to Objectives Strategic Session Identify Board Functions Identify Services Prioritize Services For Definition Define Services 1 Identify Strategic Objectives 5 Map Service Impacts to Board Functions Consolidate Services from All Break-Out Sessions Distribute 2010 Region 5 Catalog of Services 6
  • 4. Identify Board Functions Replace the sample data with the appropriate information for your chapter Recruiting, Retention, Networking Membership Cash Management, Financial Statements, Tax Returns, Contracts Finance / Treasurer Professional Development, Training, Career Advancement Certification Support, Practitioner Support, University Outreach Education Event Management, Online Calendar Postings Board Minutes, QA Communications Content Communications Publicity, Advertising, Newsletter Corporate Outreach, Community Outreach Marketing Information, Integration, Technical Support Web / Technology Audio/Visual Equipment & Support Planning / Logistics Chapter Meetings, Special Events Programs Strategic Vision, Volunteer Leadership Special Projects, Governance Projects, PM Center of Excellence President Includes: Board Function
  • 5. Identify Strategic Objectives Replace the sample data with the appropriate information for your chapter Develop Chapter Operational Structure Develop Chapter Leaders Increase Chapter Revenue Increase Event Participation Increase Addition Of New Members Increase Membership Retention Includes: Strategic Objective
  • 6. Identify, Group & Prioritize Services (optional) Replace the sample data with the appropriate information for your chapter Post-Session Follow-Up Nice to Define Today Must Define Today Priority Service Group Service / Component
  • 7.
  • 8. General Session Break-Out Sessions Conference Approach Strategic Session Tactical Session Post- Conference 5 Report-Out Service Definitions 2 Report-Out Service Implementation Approaches 4 Identify Board Functions Identify Services Prioritize Services For Definition Define Services 1 Map Service Impacts to Board Functions Consolidate Services from All Break-Out Sessions Identify Strategic Objectives Distribute 2010 Region 5 Catalog of Services 6 Prioritize Services for Framing Frame Service Implementation Approaches 3 Map Service Impacts to Objectives Optional Required Key
  • 9. Map Service Impacts to Objectives (optional) Or…use a checkbox to indicate variable impact Replace the sample data with the appropriate information for your chapter Priority Develop Chapter Operational Structure Develop Chapter Leaders Increase Chapter Revenue Increase Event Participation Increase New Members Increase Membership Retention Strategic Objectives Service / Component Low Med High Key
  • 10.
  • 11. General Session Break-Out Sessions Conference Approach Strategic Session Prioritize Services for Framing Frame Service Implementation Approaches Tactical Session 3 Post- Conference Report-Out Service Definitions 2 Report-Out Service Implementation Approaches 4 Identify Board Functions Identify Services Prioritize Services For Definition Define Services Map Service Impacts to Objectives 1 Identify Strategic Objectives 5 Map Service Impacts to Board Functions Consolidate Services from All Break-Out Sessions Distribute 2010 Region 5 Catalog of Services 6 Optional Required Key
  • 12. Map Service Impacts to Board Functions Populate with board function information from the Service Implementation Approaches. Or…use a checkbox to indicate variable impact Replace the sample data with the appropriate information for your chapter Logistics Marketing Finance / Treasurer Education Membership Communications Web / Technology Programs President Board Functions Services Low Med High Key
  • 13. Thank You For Participating! Content From All Break-Out Sessions Will Be Compiled And Distributed To All Conference Attendees Your Break-Out Session Team Chapter Role Chapter Name Session Role Session Timekeeper Scribe Flip Charts Facilitator Framing Implementation Approach for Services Timekeeper Scribe Flip Charts Facilitator Strategic Definition of Services
  • 14.
  • 15. Appendix A – Samples Break-Out Sessions This appendix contains sample slides to illustrate the final view of the document.
  • 16.
  • 17. Map Impacts to Strategic Objectives Or…use a checkbox to indicate variable impact EXAMPLE Provide Networking Opportunities Med High High High High Priority Develop Chapter Operational Structure Develop Chapter Leaders Advertising & Sponsorship Program Raise Awareness – Individual Focus Raise Awareness – Corporate, University (Administration) – Outreach Utilize Communications Model Increase Chapter Revenue Increase Event Participation Increase New Members Increase Membership Retention Strategic Objectives Services Low Med High Key
  • 18.
  • 19. Map Service Impacts to Board Functions Or…use a checkbox to indicate variable impact EXAMPLE Logistics Marketing Finance / Treasurer Note : This service is limited to the administrative aspects of universities, and does not address educational synergies. Education Advertising & Sponsorship Program Raise Awareness – Individual Focus Raise Awareness – Corporate, University (Admin) – Outreach Utilize Communications Model Membership / Volunteers Communications Web / Technology Programs President Board Functions Services Low Med High Key
  • 20. Appendix B – Templates Break-Out Sessions This appendix contains blank templates to be used for capturing content from break-out sessions.
  • 21. Define Service (the “ what ” and “ why ”) Anticipated Benefits Board Alignment Strategic Objectives Supported Out of Scope for Initial Delivery Key Aspects of the Service Purpose Service ______
  • 22. Map Service Impacts to Objectives (optional) Or…use a checkbox to indicate variable impact Priority Strategic Objectives Service / Component Low Med High Key
  • 23. Frame Implementation Approach (“ how ”) Board Functions Impacted Metrics and Measures Lessons Learned Impl Role Name Chapter Board Role Deliverable(s) Contacts for Implementation Guidance Key Aspects of Implementation Service ______
  • 24. Map Service Impacts to Board Functions Or…use a checkbox to indicate variable impact Board Functions Services Low Med High Key
  • 25. Post-Conference Follow-Up Plan (optional) Responsible Party Action Item Due Date
  • 26. This appendix provides insights into successful facilitation of break-out sessions. Appendix C - Facilitation Approach
  • 27.
  • 28.
  • 29.
  • 30.
  • 31. Appendix D – Templates Consolidation of Break-Out Group Data This appendix contains templates for consolidated service content from all break-out groups.
  • 32. Map Service Impacts to Objectives Populate with mapping information from each break-out group. Or…use a checkbox to indicate variable impact Strategic Objectives Services Low Med High Key
  • 33. Map Service Impacts to Board Functions Or…use a checkbox to indicate variable impact Populate with mapping information from each break-out group. Board Functions Services Low Med High Key