Strategic Plan 2019-2021 - Greater Chattanooga REALTORS
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Strategic Plan 2019-2021
2019-2021 STRATEGIC PLAN
VISION
The voice for real estate in Greater Chattanooga.
MISSION
Promote the highest ethical and professional standards and cooperation among its members; provide products,
programs and services to meet the evolving needs of the real estate industry and consumers; and advocate for private
property rights and community involvement.
CORE VALUES
Professionalism: We value the highest standards of professional service and ethical conduct.
Respect: We value a culture that encourages healthy, respectful debate to address common issues and challenges.
Advocacy: We value advocacy efforts that promote and protect property rights.
Service: We value reasonable responsiveness to address the needs of our members and the public they serve.
Community Engagement: We value partnerships that enhance the quality of life in Greater Chattanooga.
OVERALL ASSOCIATION OBJECTIVES
Unite those engaged in the recognized branches of Unite those engaged in the real estate profession in
the real estate profession for the purpose of exerting this community with the Tennessee REALTORS®,
a beneficial influence upon the profession and the Georgia REALTORS®, and the National
related interests. Association of REALTORS®, thereby furthering
their own objectives throughout the state and
Promote and maintain high standards of conduct nation, and obtaining the benefits and privileges of
in the real estate profession as expressed in the membership therein.
Code of Ethics of the National Association of
REALTORS®. Designate, for the benefit on the public, those
individuals authorized to use the terms REALTOR®
Provide a unified medium for real estate owners and REALTORS® as licensed, prescribed and
and those engaged in the real estate profession, controlled by the National Association of
whereby their interests may be safeguarded and REALTORS®.
advanced.
Further the interests of home ownership and
ownership/leasing of all other real property.We will create a culture where Initiative Three: We will increase
PROFESSIONAL colleague interaction by:
members are committed to
DEVELOPMENT
1
excellence in their real estate Providing monthly networking
opportunities through a variety of formats
profession. such as membership breakfasts/luncheons
and after-hours socials.
Providing one opportunity annually that
includes members’ families (i.e., zoo,
baseball game).
Initiative Four: We will educate our
members on opportunities to embrace
diversity and inclusion by:
Providing annual training or awareness
Initiative One: We will provide world- Initiative Two: We will propel our program on diversity.
class real estate education by: REALTORS®’ industry knowledge by
communicating the value of Providing training on the variety of
Hosting nationally-recognized educators the association by: programs available to assist homebuyers in
with an emphasis on business planning, all segments of our community.
business growth, and motivation. Providing economic issues and market
trends updates. Promoting Fair Housing Month (April).
Offering “competency classes” annually
for every REALTOR® member to include Providing training on the transaction Promoting Home Ownership Month
contract knowledge, risk reduction, and processes from contract to close, (June).
diversity. including a comprehensive understanding
of the statewide forms and contracts. Initiative Five: We will educate our
Providing a member discount on members on REALTOR® safety by:
designation courses and courses required Having no less than 10% members
by another entity (i.e., TREC Core Commitment to Excellence (C2EX) Promoting REALTOR® Safety Month
Course, GA License Law, Code of Certified and promoting those certified (September).
Ethics). within association communications.
Providing annual training or awareness
program on REALTOR® safety.
2 GREATER CHATTANOOGA REALTORS® GREATER CHATTANOOGA REALTORS® 3We will create a culture where
CONSUMER
members are engaged with the
OUTREACH &
2
Greater Chattanooga community.
ENGAGEMENT
Initiative Two: We will foster a culture
of community awareness and service
by:
Maintaining and promoting to members Promoting to members and consumers any
and consumers our ongoing partnership other initiatives in which we are engaged
with Habitat for Humanity of Greater (i.e., position statements on local issues,
Chattanooga Area, including but Medal of Honor Heritage Center, Chamber
not limited to an annual monetary Economic Outlook Breakfast).
contribution, participation in builds and
neighborhood revitalization, and hosting Maintaining record of members serving in
the biennial Tee Up & Wine Down a city or county government capacity for
fundraiser. reference purposes, as well as assisting in
filling open positions so as to maintain our
Initiative One: We will promote the Maintaining and promoting to members being the “Voice for Real Estate in Greater
value of using a REALTOR® and the and consumers our ongoing partnership Chattanooga.”
REALTOR® brand by: with the Snack Pack Ministry through
an annual monetary contribution, Linking from association website to the
and Times Free Press space per our ongoing
Incorporating “That’s Who We R®” participation in the monthly packing, City and/or County website listing of
agreement).
messaging into Association activities and and hosting of an annual awareness and homeowner and neighborhood associations
communications. fundraiser event (i.e., Trivia Night). to encourage member participation to
Circulating monthly homes sales data
and trends via social media and weekly demonstrate REALTOR® involvement in
Including the “Voice for Real Estate” in property rights issues.
President’s Column.
the boilerplate/corporate paragraph for
all press releasesand weekly President’s
Budgeting for and executing a PR
column.
campaign and/or event, demonstrating
to consumers the way our members
Using NAR’s customizable ads (print,
are engaged in all areas (i.e., advocacy,
digital, video, and audio) in the local
community service, education).
media opportunities (i.e., The Herald
4 GREATER CHATTANOOGA REALTORS® GREATER CHATTANOOGA REALTORS® 5We will be the center for all things Initiative Two: We will advocate Committee/RPAC Trustees and
ADVOCACY for property rights (residential and Government Affairs Committee decision
property rights in the Chattanooga making and funding support.
3
commercial) by:
region and continue to be the
Participating in weekly City Council Exploring whether a Land Bank should
Voice for Real Estate in Greater and County Commission meetings be established and what, if any role,
Chattanooga. and presenting position statements, as the Association plays should one be
needed and as approved by the Board of established.
Directors.
Applying for and executing National
Monitoring local ordinances and Association of REALTORS® grants.
creating member awareness on local
issues through a variety of methods, as Establishing and cultivating opportunity
appropriate (i.e, newsletter, social media, zones.
forums).
Exploring participation in the
Initiative One: We will foster strong
Exploring participation in or creation of Chattanooga Growth and Investment
support of the REALTOR® Party to Participating annually in the state and a homeownership fair. Opportunity Road Show.
engage all members to vote, act, and national Hill Visits.
invest by:
Providing updates to members on Initiative Three: We will be on a first
Increasing participation in Major legislation (state and national) that name basis with current and future
Incorporating REALTOR® Party Investors and President Circle programs. impact our industry. community leaders by:
education into new member orientation
and membership events. Establishing a Major Investor benefits Providing the NAR’s Choosing Participating in the annual Republican
program. REALTOR® Champions course for Dinner and Democrat Dinner.
Promoting regularly to members and
consumers the importance of voting, those appointed/elected to serve on
Strongly encouraging the Board of the Governmental Affairs, RPAC, and Hosting an annual event for elected
including voter registration information, Directors and all committees and RPAC Trustees Committees, and the officials and candidates to engage with
early voting, and voting locations. councils to invest in RPAC via an annual Board of Directors. members.
challenge to said groups issued by the
Including a recommended “above the President. Hosting NAR’s Candidate Training Having an active role in both political
line” RPAC investment in the annual
Academy for members and REALTOR®- parties to maintain involvement in events
dues billing with said amount being set Distributing a Greater Chattanooga friendly potential candidates interested and meetings.
annually by the Board of Directors. REALTORS® RPAC Investor pin to each in running for public office.
investor. Distributing NAR’s “On Common
Reaching 25-30% participation in state
Appointing a PAG to explore ways Ground” to public officials.
and national Calls for Action.
to improve the process of RPAC
6 GREATER CHATTANOOGA REALTORS® GREATER CHATTANOOGA REALTORS® 7We will increase engagement at all
MEMBER Initiative Three: We will implement
levels of the Association through
ENGAGEMENT
4
a Managing Broker recognition
engagement of our managing program by:
brokers. Providing ongoing recognition as each
office reaches 100% RPAC investment.
Providing ongoing recognition by office
calls for action response rate.
Providing ongoing recognition of who
have signed up for Broker Involvement
Program.
Initiative One: We will provide Ambassadors, and Committee sign-ups. Initiative Four: We will cultivate a
training resources specific to managing diverse make-up of all committees
brokers by: Holding annually at least one managing and strive to have least one managing
broker course or event and include a way broker on every committee, task force
Making Staff available to attend and to ask anonymous questions. and PAG.
present at office meetings.
Developing and providing an orientation Initiative Five: We will create a new
Offering an online training video for new Designated REALTORS®. member “drip campaign.”
resource library for FAQ.
Holding a biennial new member
Initiative Two: We will provide reception for those who joined within last
programming and communications 6 months, with attendees to include their
specific to managing brokers by. managing brokers, Board of Directors,
Committee Chairs).
Sending regular emails to managing
brokers. Releasing video highlights of leadership
throughout the year.
Soliciting managing brokers’
recommendations for Leadership Holding a What Committees Do “trade
Academy, Nominating Committee, show” to be held prior to the annual
committee sign-up.
8 GREATER CHATTANOOGA REALTORS® GREATER CHATTANOOGA REALTORS® 9We will regularly communicate the Initiative Two: We will regularly
COMMUNICATIONS communicate core member benefits
membership value proposition.
5
and services by:
Providing regular reminders of member
benefits (i.e., Edge subscription, The
Herald subscription, Inman subscription,
TN or GA forms, President’s Columns,
FREE CE, discounted CE opportunities,
movie tickets, CRS Tax Data,
REALTOR® Store, REALTORS® fluent
in another language).
Initiative Three: We will implement
texting as a membership
Initiative One: We will have a social communications platform that
media campaign/calendar that includes:
includes and incorporates:
Adding the “ask” re text opt-in with
An information-rich website primarily new member applications and other
for members, but with some consumer A social media policy/mission for each opportunities for existing
information available. platform. members (i.e., dues renewal billing).
A weekly quiz, clue or fact in the Consistent messaging for each Providing an incentive for opting into
newsletter that enters respondents into a communication platform. text communications.
monthly drawing.
Identifying opportunities for members to Initiative Four: We will incorporate
A weekly, electronic newsletter. be guest speakers at local meetings and the strategic plan into all aspects of the
events. Association by:
A weekly President’s Column and a series
of news releases to consistently provide Including the mission/vision on all
valuable information to our members, printed agendas for meetings and events.
consumers, and the news media.
Determining where mission/vision
should live in-house (i.e., acrylic holders
on staff desks).
10 GREATER CHATTANOOGA REALTORS® GREATER CHATTANOOGA REALTORS® 11We will provide access to current
DATA & Initiative Two: We will invest in
technologies for providing
TECHNOLOGY
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technologies to provide core services
members services and ensuring and “meet the member where they are”
by:
comprehensive, accurate data for
real estate transactions. Creating an online membership
application and other paperwork/forms
related to membership and access to
services.
Creating an online master calendar for
all events, classes, committee meetings
(denoting which meetings are open/
closed), and webinars (i.e., Catylist,
Initiative One: We will maintain Flexmls, and RPR).
the integrity of the MLS through
compliance and education by: Creating an online new member and
MLS orientation as an alternative to in-
Maintaining anonymous reporting of Establishing Flex Fridays for Flexmls person training.
potential violations. training on specific topics.
Implementing a ticketing system for
Including MLS rule reminders in weekly Promoting vendor-provided training (i.e., tracking, prioritizing, and solving
newsletter. Catylist webinars, Flexmls webinars and member inquiries.
video tutorials).
General monitoring of listings for Exploring implementation of a
compliance. Sharing vendor tips published via their knowledge-base for member self-service
social media platforms. on evenings and weekends and during
Using the Council of MLSs (CMLS)’s high call-volume.
“Making the Market Work” campaign Reviewing annually all syndication
to promote the value of MLS, including agreements with third-parties (i.e.,
but not limited to cooperation, ListHub, REALTOR.com,
compensation, and reliable data. Times Free Press, Zillow).
Monitoring national trends and practices.
12 GREATER CHATTANOOGA REALTORS® GREATER CHATTANOOGA REALTORS® 13We will foster a culture of Initiative Two: We will enforce the
CODE OF ETHICS & Code of Ethics with trained, equipped
professionalism.
PROFESSIONALISM
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committee system and professional
staff by:
Requiring annual training of those
appointed to serve on the Grievance and
Professional Standards Committees.
Providing annual training to the Board
of Directors.
Making available online the complaint
process information on association
website.
Establishing a Citation Policy to
expedite the Code of Ethics enforcement
Initiative One: We will promote the process.
REALTOR® Code of Ethics to new and
existing members by: Maintaining no less than one trained
mediator, including their travel and
Providing Code of Ethics training to all Publishing NAR’s “Pathways to expenses related to participating in
new and existing members as a condition Professionalism” on the association NAR’s mediation training, as needed.
of membership. website and promoting its components
in the weekly newsletter. Maintain an ombudsman program.
Providing Code of Ethics classes,
including in-person and online options. Highlighting the Code of Ethics in at Maintaining a Code of Ethics
least one membership meeting annually Cooperative Enforcement Agreement
Including NAR’s “Law and Ethics” in to highlight current trends of potential with at least one other local
the weekly newsletter. violations. association.
Informing all members of the Code of
Ethics training requirement.
14 GREATER CHATTANOOGA REALTORS® GREATER CHATTANOOGA REALTORS® 15Our governance structure ensures by NAR annually, if required per Core Initiative Three: We will support the
FINANCIAL Standards. state and national association by:
8
for professional administration
SOLVENCY,
of core services, including current Initiative Two: We will remain Linking to the state and national
GOVERNANCE, financially solvent and manage risks association on the Association website and
policies, compliance with state and
& SUPPORT by: supporting their efforts through social
media and member communications.
national standards, and support of
OF REALTOR Maintaining an ongoing relationship
state and national efforts. Using information from the state
ORGANIZATION with legal counsel.
association to remain current on all
Engaging an independent accounting Limited Function Referral Only (LFRO)
firm to rotate every other year in companies and affiliated agents, using
conducting a full audit opinion or an that information to include those agents
accountant’s review, provided there is in membership communication and
no change in audit firms from the prior advocacy activity (both fundraising and
year. involvement).
Initiative One: We will ensure our Facilitating a Leadership Academy to
paid staff and volunteer leadership are provide tools and a knowledge-based
effective and current on association foundation to motivate and empower Ensuring our corporate documents,
management and industry trends by: those who desire to serve in a local policies, and procedures conform to
leadership position. Said Leadership local, state, and federal laws, and we
Having our CEO complete a minimum Academy will be available to with a timely file legally required reports and
of six hours of professional development limited number of selected applicants, documents (i.e., corporate renewal
training annually, through the state as determined annually by the Board of documents, tax returns).
or national association, and provide Directors.
professional development opportunities Maintaining and creating, as needed,
to the other paid staff. Reviewing annually all volunteer policies and procedures that ensure the
leadership opportunities (i.e., fiscal integrity of the association (i.e.,
Ensuring our Board of Directors Committees, Task Forces, PAGs, bookkeeping, budgeting, document
annually review and agree in writing to Commercial Council, Northwest Georgia retention, cash managements and
a Statement of Commitment, which Council). to determine what, if any, investments, financial reporting,
outlines expectations, including but not efficiencies are needed. payments, reimbursements, reserves).
limited to attendance, confidentiality,
member function attendance, and Reviewing and discussing annually the
support of association community strategic plan for progress on current
investment activity. initiatives, with any changes approved
by the Board of Directors annually and
16 GREATER CHATTANOOGA REALTORS® GREATER CHATTANOOGA REALTORS® 172019 Board of Directors
President Kim Bassl
President-Elect Brandi Pearl Thompsonl
Secretary-Treasurer Joyce Smithl
MLS Chair Darlene Brown
Immediate Past President Geoff Ramseyl
Martha Alexanderl
Beverly Bossl
Derek Englishl
Rachael Henderson
Steven LaMar
Denise Murphy
Ben Pittsl
Steven Sharpel
Ron Tucker
Kevin Wamackl
2019 Strategic Planning Task Force The voice for real estate in Greater Chattanooga.
Robert Backer
Travis Close
Brian Erwin
Jennifer Grayson
Dan Griess
Becky Lockwood
Rolanda Pullen
Robyn Ring
Board Members also serving on the
Strategic Planning Task Force are noted withlYou can also read
