ATD Research Triangle Area Strategic Operating Plan 2021
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ATD Research Triangle Area Strategic Operating Plan - 2021
Board of Directors
Primary: President, President-Elect, Past President, Director At Large
Goals Due Date
Expand our Partnerships and partner-related activities and throughout the Region – Include assessing feasibility of On-going
A1 Related to CARE+
creating Eastern region Geographic Interest Group (GIG). Note: Coordinate activities with “Programming” (C2)
A. Develop a pipeline for potential Board Members from RTA Volunteer Group. Note: Coordinate activities with
“Volunteers” (C1) July
A2 Related to CARE+
B. Recruit a new Director of Sponsorship.
ASAP
Related to CARE+ or
A3 Stretch
Make 4 video “Newsletters” to members (one for each quarter) to provide updates on Chapter Activities and Plans.
Jan., April, July, Oct
Note: Coordinate activities with “Communications” (C1)
A4 Related to CARE CARE – Maintain Super Star Status. On-going2
A4 2-year goal To develop a 2-year Operating Plan and Budget. On-going
Governance
Primary: President, President-Elect, Past President, Director At Large
Goals Due Date
To re-assess chapter’s Vision, Mission, and Value Proposition to ensure its current and applicable – revise if needed.
B1 Related to CARE+ April and May
Note: Coordinate with “Communications” (C2)
In coordination with Programming, develop a “Hybrid” approach to events – allowing both in-person and virtual July/
B2 Related to CARE+
attendance by members. Note: Coordinate with “Programming” (C4) August
a. Update the Member Profile and Data within Wild Apricot, our membership, event and website management tool.
Related to CARE+ b. To develop analytics and create a Dashboard to monitor Chapter Health and make data-driven decisions.
B3 April/May
or Stretch
c. Update Job Descriptions, Risk Assessment, & Chapter Bylaws.3
Related to CARE+ Review and Update Board Job Descriptions, Risk Management, and Bylaws Documents.
B4 Oct.
or Stretch
Working with Communications, identify and submit at least one “Sharing Our Success” (SOS) testimonials to National for
B5 2-year goal Oct 2021
this Year and Next.
June
B6 2-year Goal Establish a Past President Sponsorship Marketing Group.
2021
Finance
Primary: VP of Finance, Admin
Goals Due Date
Establish an ATD Chapter Leaders Conference (ALC) fund for 2022. (Assumes this will be a Face-to-Face (F2F) or Hybrid
C1 Related to CARE+ 1 May
event.)
C2 Related to CARE+ Work with the Director of Sponsorship Sponsor to expand Sponsor Base. 1st Qtr.4
Related to CARE+
C3 Move finances (Bookkeeping) from desktop to online version. 1 June
or Stretch
C4 2-year goal Work with BOD to identify new streams of income leveraging existing technologies and capabilities. 1 March
C5 2-year goal Increase Income from Sponsorship Program to $5,000 for 2022 from new and renewing sponsors. Ongoing (Dec.)5
Membership
Primary: VP of Retention, VP of Recruitment
Goals Due Date
New Member Orientation/ Value Proposition (116 new members).
C1 Related to CARE+
Note: Coordinate with “Volunteers” (C1) to update the “Ambassador Program” to help new members feel welcome as part Sept 2021
of RTA-ATD’s New Member Orientation Program
C2 Related to CARE+ Surpass Power Membership Goal by 5%. June 2021
Increase current total Chapter membership (230) by five percent (5%) (approximate 242 total members) at a 50/50 split:
C3 Related to CARE+ ● Recruit approximately 121 new members. Dec. 2021
● Retain approximately 121 members.
Retain 60% of existing Corporate Members (10% increase from 5-year trend).
Launch Sept 2021;
C4 2-year goal
refine Jan 2022
Increase new Corporate Memberships by 10%.
Related to CARE+
C5 Retain/ Grow Student base by 5 members Make Part of 2-year goal. Sept 2022
or Stretch6
Programming
Primary: Primary: VP of Programs, VP of Logistics
Goals Due Date
C1 Related to CARE+ Plan RTA monthly programs for the 2021 year. On-going
Based Schedule 2 partnership meetings.
C2 Related to CARE+ On-going
Note: Coordinate with “Board of Directors” (A1)
C3 Related to CARE+ Plan a minimum of 2 workshops On-going
Conduct flawless virtual execution of meetings and seamless transition to hybrid live/virtual engagement when we have
the opportunity to go live. (Note about budget: unless it is determined that we need another type of technology to virtually
C4 Related to CARE+ execute hybrid meetings, the budget for this goal is included in the programs estimated cost) Sept 2021
Note: Coordinate with “Governance” (B2)7
Communication
Primary: VP of Media Marketing, VP of Communications
Goals Strategies/Tasks Due Date
Member Communication: Chapter communicates with membership about non programming information including via a
blog, video blog (vlog), newsletter, and so on.
C1 Related to CARE+
Ongoing
Note: Coordinate with “Board of Directors” (A3)
Communication Strategy: Chapter has a targeted communication strategy and plan (including social media) to
communicate with prospects and current members.
C2 Related to CARE+ Ongoing
Note: Coordinate with “Governance” (B1)
Related to CARE+ Virtual Member Benefits: Chapter provides a member-only section through the chapter's website or social media
C3 June/Dec.
or Stretch platforms.
Employee Learning Week: Chapter participates in and promotes Employee Learning Week (Dec) Member Week
(March). Dec 2021/June
C4 Stretch Goal
2022
Note: Where necessary, coordinate activities see “Programming”8
Volunteers
Primary: Director of Volunteers
Goals Strategies/Tasks Due Date
Create volunteer position descriptions that clearly define roles, responsibilities and time commitment for each area of
responsibility Feb. & June / On-
C1 Related to CARE+
● Review/update/promote the ATD-RTP Ambassador Program Note: Work with “Membership” going
● Develop a pipeline for potential BOD - Note: Coordinate with “Board of Directors" (A2)
Jan./Feb 2021/On-
C2 Related to CARE+ Establish a formal volunteer onboarding process for volunteers from recruitment to placement/retention
going
Develop a volunteer appreciation/recognitions program.
Related to CARE+
C3 Mar 2021
or Stretch
Note: Coordinate with “Communications” (C1)
June/
C4 2-year goal Within the next two years, 15% of the membership will serve at least one hour in a volunteer capacity. Launch in April
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