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Fayette Chamber of Commerce Strategic Plan 2015-2017
VISION: The Fayette Chamber of Commerce will be the leader and catalyst for creating a vibrant business climate and building a premiere community.MISSION: To promote business, enhance economic and community development through leadership, service and advocacy for Fayette County.Action items in purple are also part of the Fayette Visioning plan that the Chamber is responsible for implementing
Goal 1: How do we build a better business climate? Strategic Objective 1.1 Advocate for business issues
Tactics Action Items 2015 2016 2017 as of 9/30/171.1.1 Active advocacy
Establish policies for setting legislative agenda At April board retreat:set legislative agenda pillars
n/a n/a
Set legislative agenda - include visioning goals At May board meeting, set initial 2015 legislative agendaoutline process for setting agenda and addressing changes to the agenda that are responsive and timelyBy December 31, set 2016 agenda
By December 31, set 2017 agenda TBD
Bring forth and communicate to elected officials positions on issues that:
1. creates business opportunity2. reduces the cost of doing business,3. manages growth and supports
infrastructure improvements that maintain marketability
4. provides a trained and trainable workforce
Take positions as needed on local issues throughout the year so that the Chamber can be on record within public comment periods93% success rate of issues taken
Six positions taken, three resolved in preferred outcomes, three are still pending
100% success rate of issues taken
To date:HB 199, Tyrone sewer contractCottage industry ordinancePending: ESPLOST100% to date
Communicate legislative agenda and positions Added in 2016 100% of goals met:Place on websiteCall elected officials when takenAs directed by board, speak at public comment, provide positions to local media, and/or include in newsletters
CompletedOngoingOngoing as neededCompleted for SPLOST and HB199, underway for ESPLOST
SPLOST campaign Passed! 2-1 margin, 11% turnout
1.1.2 Monitor local and state
Set up a team to monitor governing bodies at the local and state level to be aware of issues early
Have at least one person at County, School board, PTC, Fayetteville, Tyrone and as
Have at least one person at County, School board, PTC, Fayetteville, Tyrone
On trackReview all agendas each week
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governments needed Brooks and Woolsey to alert Chamber of issues related to the legislative agenda. Target having 10-15 volunteers to insure meetings are covered. – meetings covered about 70%Set schedule at May GAC mtg.
and as needed Brooks and Woolsey to alert Chamber of issues related to the legislative agenda. Target having 10-15 volunteers to cover meetings.Review schedule and commitment levels first quarter and adjust as neededGAC has removed tactic for 2017 and now staff handles
Attend County, PTC and Fayetteville at least once a month and school board once a quarter.Review news reports weeklyAttend committees as neededReport relevant information in Chamber newsletter
Participate with RBC and Ga Chamber Attend 75% of the RBC meetingsDistributed portions of RBC and GA. CoC updates in FCoC’s bi-weekly newsletter
On track (Attend RBC meetings)Completed about 85% (Review/distribute RBC and GA. Chamber updates)completed (Participate in Ga. Chamber weekly meetings)
Goal 1: How do we build a better business climate? Strategic Objective 1.2 Develop alliance relationships with members, partner organizations and elected officials
Tactics Action Items 2015 2016 20171.2.1 Provide members opportunities to connect on issues
Host annual Dome Roam Schedule in late Feb. - Feb. 17Have 30 attendees -Had 15 attendees (inclement weather that day)Have meetings with delegation and state leadership
Held Feb. 24Have 21 attendees, 9 less than goalHave meetings with state leadershipShare agenda with delegation - completedHave a majority of delegation supporting agenda – only state item was post-production tax credits was not up in 2016
Held Feb. 1624 attendeesMet with 2 senators, 4 house reps, school supt., GDOT and RBC rep
Host the Bray Legislative Appreciation Supper June 22Attendance 56, 44 below goal of 100
June 1371 attended, four below goal of 75
Completed77 attendedIncluding judges, 68%
Hold at Local Delegation Update and State Delegation UpdateRenamed Pancakes and Policy in 2017
One meeting with state delegationone meeting with cty, school board, munis
One meeting with state delegation (80 attendeesone meeting with cty, school board, munis (53 attendees)
74 attendees86 attendees
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1.2.2 Leverage partner organizations
Work with Clayton State on a GOTV campaign during March 21 SPLOST election
Did not execute well, try again later
Participate in Regional and State Partner Events Table of 10 at Eggs & Issues:Table of 10 at Congressional luncheonTable of 10 at ARC State of the RegionParticipate in 80% of call-ins during the session - YTD: ~70%
Table of 10 at Eggs & IssuesTable of 10 at ARC State of the RegionParticipate in 100% of call-ins during the session
12 at Eggs & IssuesNovember100% (Participate om 80% of call-ins)
Not able to attend ARC link trip in 2016 Completed
Share with members relevant U.S. Chamber events
Offer DC Fly in to members scheduled for September 29
Offer DC Fly in to members completed
Host candidate forum with Fayette Democratic Party, Fayette NAACP, Fayette Republicans, Fayette Tea Party Republicans and PTC Rotary
Hosted two forums Held September 27, all candidates except for U.S. House race participated. est. 110 attendees
Opted not to participate in planning but helping with promotion
Set up a Quality Growth Council to focus on planning and zoning issues
Held meeting with regional QGC to look at ways to partner in 2017
Not yet started
1.2.3 Offer candidate prep
Host a non-partisan class on the basics for running for office
Set work plan by July 1 based on the Dalton, Ga model. Program to occur in March 2016 & is to build reputation as a trusted resource for all.Include a session on govt. committee appt. process
Held Feb. 23 with 43 attendees (28 more than expected)15 ran for office, one withdrew because of a new job, six won and eight lost.Due to success, plan to hold municipal candidate class in 2017
Held August 11, 33 attendeesDid not do survey4 out of 33 running now, TBD for 2018
Set up ancillary session to the candidate training on business issues
Set for 2016 FCDA took lead and hosted an Economic Development 101 class with about 40 attendees, including more than half elected officials.
did not add to 2017, new tactics
1.2.4 Build relationships with elected officials
President and key board members meet with elected officials on a regular basis
Meet with all mayors, commission chair, school board chair and state delegation at least once without an agenda: YTD: 65%Meet with local elected officials at least once without an agenda: 42% completeWhen positions are taken, meet in person or via phone with all members of govt.
Meet with all mayors, commission chair, school board chair and state delegation at least once without an agenda – relaunched FCICMeet with remaining local elected officials at least once without an agenda – Did not complete
Not on target (local elected officials at least once without an agenda)When positions are taken, meet in person or via phone with all members of that governing body. – 100% complete
Host and provide support for Fayette County Intergovernmental Committee
Three completedOn target (assist as needed)
1.2.5 Provide Use existing membership programs to build Idea introduced at 2016 November On target
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information venues to membership on issues
relationships with elected officials board retreat Share info at each BAH and B2B Integrate into volunteer retention calls by providing info in monthly retention info
Create program like Coweta’s prosperity council Idea introduced at 2016 November board retreat
Planning underway
Hold Issues Forums (note: education forums included in section 3.3)
Held threeAve attendance 91, 41 above goal of 50Session held: Cong. Lynn Westmoreland:Economic DevelopmentFayette Visioning Summit
Partnered with Dan Cathy’s Fayette Forward event which highlighted best practices in land use and development. ~400 in attendance
Merged into FV Summit
Took 8 people to the Montgomery Chamber’s Diversity & Inclusion summit to get ideas for a summit in 2017
Not yet started
Fayette Visioning Summit highlighted year’s successes, > 140 attended
Planning underway
Goal 2: How do we connect and grow member businesses? Strategic Objective 2. 1 Connect members to potential new business
Tactics Action Items 2015 2016 20172.1.1 Provide networking events
Host Business After Hours Held 10Ave attendance: 67, slightly below goal of 70
Hold 10 a yearAve attendance: 68.7 below target of 75 but above last year.
7 completed (March excluded/Golf) (Sept excluded/Expo)AVG. 63
Coffee and Connections Hold 10 a yearMet ave. attendance goal of 16
Hold 10 a yearAttendees: 21 five above goal of 16Retention rate of attendees: 96.2%, 11 percentage points above target of 85%
7 completed Attendance dropping and lead volunteer stepped down, cancelling program
Host the Community Expo 25th anniversary celebrationBooth: 110Have 80% booked 30 days out: Actual 86%Attendees: 2,000 : Actual 1,500B2B networking 1 hr priorDo surveys to measure $ value of business derived from expo: no response to survey
Held September 22Met booth sales goal of 11080% booked by one month outAttendance down from 2000, est. 1,800B2B networking 1 hr prior completedcompleted surveys to determine $ value of business derived from expo
Held113 Booth salesCompleted Student Performances1,300 Attendees56 - still low but higher than last year Attendance Survey
Produce the Business on the Green Golf tournament
Attendance: 144 golfers: Actual: 14450 volunteers: Actual: 70
March 28 Attendance: 216 golfers> 100 volunteers, 30 above goal of 70
196 Golfers 75 Volunteers
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2.1.2 Produce signature Events
Host the Annual Meeting Attendance:: 320: Actual 320Deliver chamber success storiesHonor outstanding members
Attendance goals: 320Deliver chamber success storiesAnnual report infographAnnounce 2017 50th anniversaryRoll out branded houseWell-respected speakerHonor outstanding members
400Deliver chamber success stories through the yearsAnnual report infographic formatHonor outstanding membersHave fun
2.1.3 Provide mediums for promoting members
As requested, hold grand openings, ribbon cuttings, etc.
Have at least 1 board member at each event: For the year, about 40% had board members attending
Had a board member in attendance for more than 80%Set up system to notify elected officialsRetention rate: 49%
22 Ribbon Cuttings (Oct 1, 2015 – Sept 30, 2017) – avg – 3 ambassadors per event55%
Send out Find It In Fayette notifications Revamp to feature more than one co., but no more than 3, starting July 1.Send 38 more than year’s goal of 36
34 sent for the year, below goal of 36Open rate of 31%, surpassing goal of 29%
On track31.3%
Offer B2C options through the Source, Relocation package and on new map Have at least 150 Chamber members with ads
in the book: Actual: 97
Have at least 100 Chamber members with ads in the book. 79 – Citizen was short a salesperson so sales were offUpdated relocation packets
Completed (Distributed 15,000 source books) Reviewed and updated Resource Packets Company selected, to start after Source for new Map
2.1.4 Increase member referrals
Offer Hot Deals Include in member benefits rotation in e-newsletter
Include in member benefits rotation in e-newsletter
On target to inform all new members of the opportunity
Goal 2: How do we connect and grow member businesses? Strategic Objective 2. 2 Educate members on how to operate more effectively
Tactics Action Items 2015 2016 20172.2.1 Teach members about membership
Produce New Member Boot Camp Update info for May session: Revamped to Membership 101 in OctoberHeld 3, versus 4Ave attendance: was 38, goal was 45
Three completedYTD: 23 attendees, goal was 40Retention rate: 62%, significantly below 85%
2 Completed18 attendance84.8% (July 1, 2015 – June 30, 2016)
2.2.2 Provide learning opportunities to operate more effectively
Offer Consultants on Demand to provide expertise to members as needed
Launch program by requesting consultants July 1 and requesting participants October 1
Promote in rotation in newsletter as part of Chamber benefits
Ongoing
Host B2B lunches providing relevant learning opportunities for businesses to learn how to get more business or operate more effectively.
11 a yearAve attendance: 63, below goal of 75Set up Business Advisory Council to set programming
Completed 11Ave attendance: 63, 17 below goal of 80.BAC to set 2017 programming by Dec. 31
7 YTDAve attendance 55Process starts in the fall
Offer programs from partner organizations and vendors to leverage their expertise
Schedule when Ga. Chamber (5 for the year)Ave attendance: 5, below goal of 10
Georgia Chamber scheduled 5Ave attendance: 4, 6 below goal of 10
Georgia Chamber scheduled 4Ave. Attendance 3
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Goal 2: How do we connect and grow member businesses? Strategic Objective 2. 3 Strengthen and grow targeted sectors
Tactics Action Items 2015 2016 20172.3.1 Strengthen the manufacturing sector
Provide industry council that provides programming and networking
Launched, 2 meetings held Held four meetings,ave attendance: 8
meetings held 3Ave attendance 10
Identify issues of concern that could cause industries to relocate elsewhere or not choose to come here
ARC to execute a regional BREP survey in 2016 Participated in ARCs regional BREP, six participants. Results have not been reported at EOY
New staff for FCDA will discuss 3rd quarter
2.3.2 Strengthen high tech sector
Develop relationships with the high tech sector through the manufacturing council
n/a Added in 2016 for execution in 2017 Implementation begun
Partner with TAG n/a Added in 2016 for execution in 2017 TAG to partner on events in 2018Participate in Choose ATL for talent attraction n/a Added in 2016 for execution in 2017 Scheduling event in spring 2018Set up program based on Greenville’s NEXT and Durhams Bull City Stampede
n/a Added in 2016 for execution in 2017 Slated to implement in 2018 or 2019Two meetings held, well attended, 3rd scheduled for NovemberDiscussions underway, no strategy set at
this time2.3.3 Support for Women
Women in Business event n/a n/a Big success, great reviews 130 attendees
2.3.4 Provide support for non-profits
Provide resources focused on the special needs of the non-profit community through the Tea & Talk series
Hold 6 Tea & Talks a yearAttendance: 25: YTD: 14
Held 6 Tea & Talks a yearInclude FV programming topics during the year, Crowdsourcing and using PACEAttendance: 27, 2 above goal of 25Retention goal: 88%, 3% above 85% goal
5 have been held Avg. of 16 in attendance 100%
Goal 3: How do we foster community engagement? Strategic Objective 3. 1 Provide leadership development opportunitiesTactics Action Items 2015 2016 2017
3.1.1 Produce Leadership Fayette
Execute Leadership Fayette in even-numbered years
Review curriculum and adjust as needed by June 1
YTD: on trackSet timeline/plan for setting up programs, recruiting sponsors and recruiting participants – to include specific marketing to young professionals and minorities,
YTD: on trackExecute timeline/plan
Have 30 participants and a 90% graduation rate
All completed except sponsorshipsCompleted (Review & update curriculum by June 1 for August launch)Underway execution of timeline/plan28 participantsWill know number of graduates in May 2018
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3.1.2 Foster activity with Leadership Fayette Alumni
Hold at least one event a year Complete setting up all-inclusive alumni group in ChamberMaster by April 30
YTD: on trackProgram planned for June 2 to include FV
YTD: on track
Held event on August 31 with 40 attendees
Not on target (Hold one spring one fall)
Send newsletter quarterly n/a Launched newsletter in August. Off goal to do quarterly but plan one in late January 2017
Sent SPLOST infoNot getting responses to send out newsOn target
Conduct annual LF survey to assess volunteerism, LF participation interest and to encourage participation in RLI
n/a Executed survey3% response rate, below goal of 10%
Not on target (conduct annual survey to track alumni engagement)TBD
Goal 3: How do we foster community engagement? Strategic Objective 3. 2 Develop a pipeline of engaged citizens
Tactics Action Items 2015 2016 20173.2.1 Produce Catalyst
Execute Catalyst in odd-numbered years Have 15 pairs and a 100% completion rate Completed 2015-16 class in June14 of the 15 pairs completed program
Postponed, poor response for call for participation, revamping like Gwinnett Glance for 2018
3.2.2 Execute YP Fayette
Reboot YP Fayette with a format to educate, connect and give back
Plan relaunch Held 12 events, average attendance 15 Held 4: Connect attendance: 19Hold eight networking sessions with 40 attendingHeld 3: Develop attendance: 22Hold 4 education sessions with 40 attendingNone held YTDHold 4 give back sessions where YPs volunteer in the community with 20 attending,
3.2.3 Learn best practices in world class communities
Host Strategic Leadership Visit in 2016 to bring back best practices
n/a Hosted 47 leaders on trip to Greenville and York County, SC
Mixed use – both PTC and Fayetteville adding more mixed useDestiny – SPLOST passedCountywide CVB – assessing interestIncubator space – proposed space in Fayetteville, should announce by EOYFocus Fayette Visioning – on targetSports infrastructure – not yet discussedStart up support – events plannedMinority accelerator – not yet discussedCountywide Arts – discussion on hold
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Goal 3: How do we foster community engagement? Strategic Objective 3. 3 Establish opportunities for exchange between schools, business and the community at-large
Tactics Action Items 2015 2016 20173.3.1 Hold education forums
Hold at least one forum a year that features the school system and includes teachers, parents, business community
Forum held in Nov, >70 attendees Held in evening to attract parents, attendance expected to be 120, and was about 60Content was excellent and will be repeated in 2017
Scheduled for October 23
3.3.2 Connect students to the world of work
Support the internship program Promote work-based learning opportunities encouraging businesses to participate with the Fayette County school system by offering internships.
Promote work-based learning opportunities encouraging businesses to participate with the Fayette County school system by offering internships.
On target and great publicity with GaDOE event and Lakisha Bonner’s statewide award.
Support teacher externships n/a Concept developed, Chamber assisted as requested, Teachers found extremely valuable and incorporated into their plans
On target
Career Days, Career Expo, Shark Tank, etc. n/a Assist as requested No requests for 20173.3.3 Foster strong soft skills in the workforce
Partner with Positive Behavioral Intervention & Supports (PBIS) to improve student achievement and ability to interact well with others.
n/a Added in 2016 but measures and outcomes not identified
Not yet started
Goal 3: How do we foster community engagement? Strategic Objective 3. 4 Build community cohesiveness
Tactics Action Items 2015 2016 20173.4.1 Support Fayette Visioning
Provide staff support to Fayette Visioning- Administrative duties for board
and committee meetings- Communications- Event planning
Agreement reached on providing support completed On target
Execute portions of Fayette Visioning plan attributed to the Fayette Chamber
completed Completed – see purple sections On target
3.4.2 Enhance community image
DCI to deliver recommendations in late March n/a n/a Website design underway, publicity firm now contracted
Develop vision for county (Rob Parker) n/a n/a Not yet started
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Goal 4: How do we operate effectively? Strategic Objective 4.1 Grow Chamber membership Tactics Action Items 2015 2016 2017
4.1.1 Use Ambassadors to increase membership
Use Ambassadors to build relationships fostering renewals
Review Ambassador responsibilities/tracking by May 31 & make adjustmentsSet up Ambassadors to focus on new members (1st and 2nd yr) by June 30Revamp Ambassador training for fall retreat
2016 January EOY retention rate for members two years or less: 48.1%2016 December retention rate for members two years or less: 51.8%Rate increased by 3.7 points
Each ambassador has 12 members to contact each monthWorking on new program to roll out by EOYViewing Horizon videos from ACCE45.5%81.2%
4.1.2 Use Board to increase membership
All board members assigned a list of members to touch once a year via phone or e-mail thanking them for their membership. Lists will contain members more than two years.
Retention rate to reach 82% by EOY Retention rate at 77.2%, 6.8 points below 84% by EOY, however an increase of 3.2 points from December 2015.
On target (Board members receive a monthly list to contact)81.2% Retention Rate
All board members to recruit one new member a year
25 new members: YTD: 2 2 new members, 23 below goal of one new member per board member
5 (Brandon Sherman)
Board calls those on the recently invoiced list that they know
Retention rate to reach 82% by EOY Retention rate at 77.2%, 6.8 points below 84% by EOY, however an increase of 3.2 points from December 2015.
81.2% Retention Rate
4.1.3 Staff goals for membership and retention
Bring in new members Goal 180: EOY: 174Membership revenue goal: $72,000 EOY: $68,312Goal: Net membership increase by 50 to 785 EOY 728
168 new members for the year, 12 below goal of 180Membership revenue: $66,850 $5,150 below goal of $72,000EOY: Overall membership increase by 50 to 758. Membership dropped to 720.
YTD – 113 (goal ytd 142)YTD - $39,684 (goal ytd $56,090)
Membership retention plan: Staff to receive monthly list (members in the 8th month of membership cycle) to call
Three call mornings, one each quarter, following staff mtgRetention rate to reach 82% by EOY
In November, quarterly staff calls were changed to monthly Retention rate at 77.2%
On target81.2% Retention Rate
Social media recognition n/a n/a Campaign started 2/3/17, on target with three a day
4.1.4 Grow number of volunteers
Develop strategy to bring in a more diverse (age, race, etc.) membership & volunteers
TBD TBD Not yet started
Communicate more effectively volunteer opportunities
Create hand out on chamber engagement opportunities by September 1
Update engagement handout by December 1
All new members receive handoutPart of Boot Camp presentationStart second quarter
4.1.5 Find out member interests and concerns
Conduct annual survey to gauge attitudes and opinions as well as gauge economic metrics
An annual survey to include opinions on issues, assessment of business climate and member satisfaction - completedTry to get a prize to encourage participation
159 responses to Chamber survey in mid-November, BAC used in setting B2B agenda, public policy to reviewHad a prize to encourage participation
Execute September
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Goal 4: How do we operate effectively? Strategic Objective 4.2 Increase non-dues income
Tactics Action Items 2015 2016 20174.2.1 Increase Chairman’s Investor participation
Identify potential upgrades and new investors Pres. and MDM to review pipeline list in monthly mtg: YTD: Occurring quarterlyReview list quarterly with board: YTD: Recommend annually at Board retreatGoal EOY: $77,500 (increase of $25,000) YTD: $62,108
Pres. and MDM reviewd pipeline list in monthly mtgReview list quarterly with boardGoal at EOY: $87,500, $105,000
On track with new staff person to review with pres monthlyLost two CI, on working on two new ones for EOY renewal of CIs
Retain existing through original, exclusive programming featuring two breakfast meetings and two evening meetings a year
4 Chairman’s Roundtable (2 AM, 2 PM) a yearAttendance goals: 25 YTD: 28100% CI retention: YTD: 100%
Held 4 Chairman’s Investor eventsAttendance 30, 5 more than goal of 25Lost 2 for a retention of 90%. One converted to sponsorship $, one reduced to regular membership level
Two completed Chairman’s roundtables, Vote Yes and Branding launch have. attendance 28.6MD contacting now to set up meetingsPresident not on track91% CI retention$87,500 Budget
Provide special invitations to partner events, i.e. Eggs and Issues, ARC State of the Region
Filled table at Eggs & Issues, Congressional luncheon, ARC State of the Region:7 attended100% CI retention: YTD: 100%
Filled table at Eggs & IssuesFilled table at ARC’s State of the Region
On targetFill table at State of the Region Not
until OctoberDetermine value of contact information to Investors and develop a format to provide needed information
Ask investors if they want a list/participate in a list
n/a n/a
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4.2.2 Hold revenue-generating events
Annual Meeting Sponsorships: $18,500 Actual: $18,750Ticket sales: $16,500 Actual: $19,250
Reached sponsorship goal of $18,500Ticket sales: $15,725 (below goal of $19,500)
Sponsorship $7,133.84
Chairman’s Roundtables Goal: $3,750: YTD: $3,750 Sponsorship: $4,750 ($250 above budget) Currently at $4,500B2B Luncheon Net revenue $6,943 ($193 above budget) $4,106.77 (YTD goal $7,416)BOD retreat Goal: $2,000: YTD: $1,750 Net revenue: $521 ($521 above budget) $1750 $250 over goal of $1500Business After Hours Net revenue: $6855 ($855 above budget) $4,900 (ytd goal: $4,550)Education programs Goal: $3,750 YTD: $3,750 Sponsorship: $3,250 ($1,250 above
budget)Net revenue: $2,330
Not yet started
Issues forums & Pancakes & Policy N/A – will start back up 2016 Net revenue: $ $1601 ($1,399 below budget)
$837 (ytd goal: $950)
Dome Roam Goal: 1,500 YTD: $1,500 Net revenue: $954 ($296 below budget) $3080.83Bray Legislative Appreciation Supper Goals: $1,500 YTD: $750 Net revenue: $1,059 ($2,059 above
budget)$2089.46
Leadership Fayette Goal: $4,550 YTD: $4,550 Net revenue: $26,999 ($16,499 above budget)
$2,679.01
Leadership Fayette Alumni Goal: $2,500 YTD: $2,500 Net revenue: $1,904 ($1,904 below budget
$0 sponsorships (goal $2,000) no expenses yet
New Member Boot Camp Net revenue: $656 ($44 below budget) 72.09 above the line, $1,500 tradeCatalyst Goal: $2,300 YTD: $2,700
Participation fees: $600Net revenue: $563 ($287 below budget) postponed
Young Professionals N/A 2015 – Launch 2016 Net revenue: $880 ($520 below budget) $1,762.02 (ytd goal: $1495)Strategic Leadership Visit N/A 2015 – will occur in 2016 Net revenue: $13,993 ($6,007 below
budget)Golf Net revenue: $45,500
YTD: $46,644.51[$31,450 Total Sponsorships]
Net revenue: $49,544 ($544 above budget)
$53,754.17
Expo Net revenue: $35,000YTD: $39,823.31
Net revenue: $37,758 ($3,242 below budget)
$36,104.81
Other Member programs (i.e. women’s event, ambassadors, committees)
$2320.20
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4.2.4 Advertising The Source Net $15,000 YTD: $10,890 Net revenue: $10,044 ($4,956 below budget)
$10,000
e-mail advertising Goal: $2,400 YTD: $1,825 Gross revenue: $3050 ($650 above budget)
$1450 (ytd goal: $2250)
Web advertising Goal: $1,200 YTD: $550 Gross revenue: $645($555 below budget) $1641.70 (ytd goal: $450)
Newcomer packets Goal: $1,200 YTD: $750 Gross revenue $1,040 ($160 below budget)
$60 (ytd goal: $750.01)
Maps n/a n/a $297 (ytd goal: $270)
Room Rentals Goal: $7,800 YTD: $5,700 Gross revenue: $5,600 ($1,400 below budget)
$11,075 (ytd goal: $3,900)
4.2.5 Services Mailing labels Goal: $275 YTD: $589.75 Gross revenue: 756.70 ($6.70 above budget)
Gross revenue: $3,000 (?)$1450 (ytd goal $2,250)
Goal 4: How do we operate effectively? Strategic Objective 4.3 Touch members, constituents and community through effective communications
Tactics Action Items 2015 2016 20174.3.1 Building the Chamber brand
Consistent, regular communications with members that includes networking and education opportunities and public policy updates (revisit communications strategy – Stephen)
n/a Newsletters & Calendars consistently sent on timeOpen rate 33.5% up from 31.2% last year
On target for newsletter every two weeksOpen rate average: 34.75 %
Set media/p.r./social media plan for all events and chamber overall
Finalize 6 month plans by Dec. 31 and June 30 for following 6 months
On track for mid-January completion On target
Create a branded house/freshen up collateral By November 30, Logos approved for roll out at annual meeting. Include a 50th anniversary logoCollateral updated to be handed out at annual meeting
Logos and new collateral rolled out at annual mtg.50th anniversary logo launched at July BAHWon ACE award at ACCE for brand
Rescheduled for April for SPLOST, on targetImplementation has begun completed
Adopt countywide brand n/a n/a On target Website Page views 2017 YTD: 96,868Scheduled for November (Review in June and December for potential refresh)
Use the website as the go-to place for community data in an easy-to-use format
Add data resources to include Accolades, Census data, Cost of living index
New website launched in April On target
Monthly articles in local media Build Chamber’s reputation as a trusted source of informationImpact public opinion
Build Chamber’s reputation as a trusted source of informationImpact public opinion
On target
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4.3.2 Increasing nonprofit engagement
Develop and implement marketing plan for Chamber for Good(Addresses FV 3.2.3)
Eliminating program discontinued
Goal 4: How do we operate effectively? Strategic Objective 4.4 Build an engaged Chamber Board
Tactics Action Items 2015 2016 20174.4.1 Foster diversity within the Chamber
Explore options with guidance from minority/diversity board members and engaged Chamber members.
Remind nominating committee to take diversity of all types into consideration when setting the slate
Remind nominating committee to take diversity of all types into consideration when setting the slate
Diversity in current list of board nominees
4.4.2 planning SWOT with board Cancelled for 2015 Completed Board SWOT prior to retreatHave 68% participation
Fall(complete two SWOTS, Chamber & community two weeks before board retreatHave 80% participation)
Board retreat Reviewed existing plan and provided update to boardHave 90% retreat attendance from board
Reviewed existing plan and provided update to board92 percent board attendance
Discussions have started
Complete 2015-17 plan, launch 2018-2020 plan Complete and update plan Complete and update plan Complete and update planHave 2018-2020 plan by EOY
4.4.3 training Have new board member training for new board members and any existing that would like a refresher
Review Chamber statistics, budget and policiesHave 100% new board member participation
Completed board member training covering stats, budget & policies100% new board member participation
FallReview Chamber statistics, budget and policiesHave 100% new board member participation
4.4.4 Socializing Hold at least one social event for the board Schedule in November after new board members selectionBoard to connect
Held after board retreatOnly about 1/3 of the board attended
11/9/17Board to connect
Goal 4: How do we operate effectively? Strategic Objective 4.5 Maintain excellent financial operations with timely, accurate reports and audits
Tactics Action Items 2015 2016 20174.5.1 Reporting Have financials, revenue snapshot and cash flow
projections completed for Boardcomplete within 5 working days of month end: YTD 60%
Completed in a timely manner about 70% of the year
Averaging 6 days of month end
Complete audit/review August4.5.2 Invoicing Execute billing cycle all the way through invoicing,
reminders, renewals, reinstates and dropscompleted completed On target to complete according to invoice
cycle policy81.2% Retention rate
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4.5.3 Checks & Balances
Finance committee to meet regularly to review policies affecting financials and make recommendations to the Board
Reviewedcash versus accrualseparation of dutiesbilling cycle2016 budget
Three meetings held reviewed:Where to hold fundsReserve policy2017 budget
3 meetings YTD
Goal 4: How do we operate effectively? Strategic Objective 4.6 Apply continuous improvement to processes
Tactics Action Items 2015 2016 20174.6.1 Provide staff development opportunities
Have all staff participate in some type of professional development
Put into all staff’s goals, their development training goals -completedHave staff attending Chamber training activities, report to board within 60 days of attending training – YTD on track
Included in all staff’s goals, their development training goalsStaff reported out at Board retreat
On targetFeb 8-9 ChamberMaster train (CB TA LC)March 8-10 ACCE Sales Training (LC)June - IOM (PM)GACCE – (CAU)
Not yet started (report to Board within 60 days of starting training)
4.6.2 Consistently review Staff goals
Develop goals for each person and his or her position with clear expectations
Goals set by EOYDirect reports and supervisors to review on a monthly basis and adjust support as needed. YTD: bi-monthly
Direct reports and supervisors to review met monthly to adjust support as neededGoals will be set by first week of January versus mid-December
On target
Have 2018 goals set by December 15Start in fall
4.6.3 Continuous improvement through review of existing processes/docs
Review H.R. practices including manual Set up H.R. committee that assisted with H.R. manual and meet as needed
H.R. committee members assisted in specific requests but did not meet in 2016
Done
Review key documents H.R. Manual -completed Three policies crafted in 2016: Bids process, Communications and Donations
On target
Report on status of strategic plan/program of work to board
report quarterly – on target Provided quarterly reports on strategic plan
Not scheduled
Annual file clean out day No clean up date in 2015 Held office clean-up day on January 18 Done4.6.4 Seek U.S. Chamber accreditation
Using the U.S. Chamber accreditation process, review Chamber’s activities and make improvements
Received GACCE accreditationWas to start process mid-year, however, did not start process until December, participated in webinar on accreditation.
Receive a 3-star statusNot yet started
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