Welcome to the State Council Breakout

Amy ThompsonJon DecoteauSusan Post

Breakout #1 AgendaFriday 10:15 am – 12:00 pm

– Introductions– Objectives of the Volunteer Leaders’ Summit– SHRM Updates

• 2015 SHAPE

– SHRM Strategy– Strategic Planning

• Ability to explore and practice elements of a strategic plan• Insure alignment with SHRM• Tie in to SHAPE Strategic Initiatives• Set up for conference focus and planning in Breakout #4

Breakout #2 Friday 2:15 pm – 3:30 pm– Best Practice Sharing

Breakout #3 Friday 3:45 pm – 5:00 pm– Certification Team Update and Q & A

Breakout #4 Saturday 10:15 am – 12:00 pm– Action Planning/Takeaways

The purpose of the Volunteer Leaders’ Summit is to align your passion, commitment and

initiatives with SHRM’s goals and objectives to help you and your board achieve your maximum potential in 2015. As a key

volunteer leader you will leave the summit with an understanding of how your chapter/state

council can effectively plan for 2015 and beyond.

OVERVIEW OF BREAKOUT AGENDA

2015 SHAPE – Summary of Changes• Section 1 - added 1 item each to Sections 1A and 1B

1A – Provide total number of members in your chapter 1B – Maintain a website (moved from in Section 3)

• Section 2 - added opportunity to do a strategic initiative for SHRM Certification

• Section 3 – • SHRM Certification criteria added

• Register as a Preferred Provider to qualify for a Bronze Excel Award• Includes a list of 7 items to choose from to support SHRM Certification• Do 2 for Silver, 4 for Gold or 6 for Platinum

• SHRM Foundation items – clarified Recognition Credits

• Awards for Gold/Platinum – Star and Superstar goals reduced• Added items for SHRM Certification

Upcoming Key Dates

• December 1 – SCLIFs/CLIFs are due – use online form to identify your 2015 officers

• December 15 – All 2014 Chapter membership updates are due

• December 31 - 2014 SHRM Foundation donations must be received

• January 5 – SHRM Certification tutorial available to those holding a valid HR generalist certification

• January 31 – SHAPE year-end report is due

Strategic Planning

EXERCISE

• Mission Statement – What we do; purpose of organization

• Vision Statement – How we want to be; future state of organization

• Values – What do we believe in

SHRM’s Mission is to:

• Build and sustain partnerships• Provide a community• Provide thought leadership• Serve as an advocate

SHRM’s Vision is:SHRM will be a globally recognized authority whose voice is heard on the most pressing people management issues of the day – now and in the future.

• Mission Statement – What we do; purpose of organization

• Vision Statement – How we want to be; future state of organization

• Values – What do we believe in

EXERCISE

Current State – As Is Analysis

Highs - What are our organization-related “celebrations” from the last year? Where have we made a difference? Lows - What were the disappointments? What didn’t happen as planned?

• Mission Statement – What we do; purpose of organization

• Vision Statement – How we want to be; future state of organization

• Values – What do we believe in

EXERCISE

Environmental Scan

What is going on inside the organization that influences the success of our organization?

Is it positive or negative?

What is going on outside the organization that influences the success of our organization?

Is it positive or negative?

EXERCISE

SWOT Analysis - The critical issues we must address for our organization to be effective

Based on the internal environmental scan, identify our organizational… Strengths

Weaknesses Based on the external environmental scan, identify potential… Opportunities

Threats - What can potentially get in the way of our success?

EXERCISE

Gap Analysis

Based on your AS IS and SWOT Analysis results compared to the vision you seek to achieve, identify the gaps we need to overcome to achieve your vision.

• MEET SOME NEW PEOPLE• ADD ANY QUESTIONS OR TOPICS TO THE PARKING LOT

WELCOME BACK!Friday 2:15 – 3:30 pm

SHRM Certification

Update

• MEET SOME NEW PEOPLE• ADD ANY QUESTIONS OR TOPICS TO THE PARKING LOT

WELCOME BACK!Friday 3:45 – 5:00 pm

Best Practice Sharing

Discussion Topics

Membership Growth and RetentionMember EngagementEnsuring Value to membersMarketing our chapterVolunteer Recruitment, Retention and RecognitionProgramming/getting free speakersFinancial Management/Sustainability/InvestmentsSuccession PlanningSHAPE - Strategic InitiativesTechnology – membership/financial tools, websitesTime management – maintaining a healthy balanceConflict management (with volunteers)

• MEET SOME NEW PEOPLE• ADD ANY QUESTIONS OR TOPICS TO THE PARKING LOT

WELCOME BACK!Saturday 10:45 – 12:00 pm

Action Planning

Setting Goals• Goals should be SMART: Specific, Measurable, Achievable, Realistic, Time-

Oriented

• If the goal can’t possibly be achieved, it shouldn’t be in the plan

• What can the chapter or state council do in one year (SHAPE goals) and then in 3-5 years

• Thinking out beyond a year would be the strategic plan

• Identify barriers for every goal set and plan ahead before setting the goal

EXERCISEPrimary Goals

• Given what you’ve already captured in previous exercises, what critical goals will you focus on to:

• Overcome gaps?• Build growth?• Provide needed services to your members?

• What priority would you give each one?

• Is the goal tactical or strategic?

EXERCISEAction Planning

• Goal

• Barriers to Overcome

• Action Steps to Achieve this Goal

• Resources Needed

• General Summary of Contingency Plan (if applicable)

EXERCISE

Action Plan Implementation Schedule

• Using the same goal

• List 3 action items for that goal• Assign an owner• Determine a completion date• Describe the desired outcome

DEBRIEF

REFLECTIONS

QUESTIONS?

…and Safe Travels home!!!