Timing Ranges: 1 - 2 weeks

Define the Chapter's aim and expectations in developing and implementing its strategic plan.
• Committee Roles & Responsibilities
• Plan Requirements
• Planning Objectives
• Plan Components & Templates
Resources: National Strategic Planning (NSP) Toolkit & Western Area best practice documents

Timing Ranges: 2 - 4 weeks

Strategic Planning Committee's research & assessments as foundation and preparation for workshop/retreat design & plan development.
• Chapter Assessment (Member Engagement Surveys, OE Heat Map, SWOT Analysis)
• Community Service Dynamics (Community, Governmental, Think Tank & Education research & implications)
• Strategic Change Agenda (Change management evaluation)
• SMART Goals & Charges Development
Resources: National Strategic Planning (NSP) Toolkit, Western Area best practice documents
Western Area Retreat-in-a- Box

Timing Ranges: 1 - 2 weeks

Strategic Planning Committee's design, materials development and implementation of the chapter's workshop/retreat.
• Workshop/Retreat Objective & Approach
− Strategic Work Plan Session Design (Actions, Critical Tasks, Responsibilities, Budgets, Timelines)
• Strategic Work Plan Materials (Agenda, Work Session Assignment & Break-Out Teams, PowerPoint)
• Team Prep Calls (Briefs & preparation with Strategic Planning Committee and Chapter Committee Chairs)
Resources: Western Area Retreat-in-a- Box E-Toolkit

Timing Ranges: 2 - 4 weeks

Strategic Planning Committee's next steps post the strategic planning workshop/retreat in finalizing the chapter's strategic plan.
• Workshop/Retreat Work Plan Findings Synthesis (Actions, Critical Tasks, Responsibilities, Budgets, Timelines)
• Strategic Work Plans Measures & KPI Development
• Strategic Work Plans Finalized & Presented
Resources: National Strategic Planning (NSP) Toolkit, Western Area best practice documents