Wisconsin Association of School Business Officials

Strategic Plan Update

Bob AveryWASBO President-Elect

WASBO Strategic Plan Update

VISION

To be the most influential Wisconsin organization for state and national school business management and leadership.

WASBO Strategic Plan Update

MISSIONTo provide professional development, to foster a network of support and to advocate for funding that ensures outstanding educational opportunities for all children in Wisconsin.

WASBO Strategic Plan Update

MISSION

Professional Development

AdvocacyNetworking

WASBO Strategic Plan Update

Professional Development

In the next two years, investigate and possibly implement a governance model, clearly defining the end objectives, so that the WASBO board can focus on strategic initiatives that are defined by the membership.

Within three years, create and implement a payroll certification to assist WASBO members in the payroll process. A committee will be created to explore the various existing programs to assist in the development.

2013-14 Strategic Plan Update

Professional Development

Governance Model

2014-15:• Board studied

policy governance• Drafted new

board policies

2015-16:• Align policy

governance with the WASBO Constitution

• Implement

PR Certification

2014-15:• Committee

formed• Research payroll

certification models

2015-16:• Develop

Curriculum to meet needs of Wisconsin school districts

Networking

By June 2014, discuss with the Mentorship Program coordinators to evaluate and/or update the Mentorship Program to ensure the program is meeting the original goals set in 2012.

Due to the loss of WASBO’s software support, WASBO will research, compare, and implement the replacement of the Association Management Software. This goal will be completed by June 2014.

2013-14 Strategic Plan Update

Networking

Mentorship Program

2014-15:• Reviewed current

program and goals• Updated program

materials.

2015-16:• Align Mentorship

Program with the Year of Success

Management Software

2014-15:• Staff researched

the various options available to associations

• Implemented iMIS

2015-16:• Review iMIS to

ensure its meeting our needs

Advocacy

By working with our lobbyist and other organizations, develop and provide professional development on how to effectively communicate, build relationships, and influence elected officials to advocate for our students. This goal will be completed by the end of 2016.

2013-14 Strategic Plan Update

Advocacy

PD for Advocacy

2014-15:• SAA Committee members helped define the

SAA strategic plan and legislative goals – the Pathway to World-Class Student Success.

• Number of business officials providing direct input at hearings, or indirectly through their superintendents.

2015-16:• Develop sessions on this issue for WASBO

conferences.

NEXT STEPS

Board of Directors

Update the Strategic Plan (June Board meeting)

Finalize and Implement Policy Governance (2015-16)

Align to Constitution, working with Constitution Committee

Member Resources & Technology Goal Action Team will survey Membership to identify future goals

WASBO Strategic Plan Update

VISION

Professional Development

Networking

Advocacy

To be the most influential Wisconsin organization for state and national

school business management and leadership

Strategic Plan Feeds the Vision

WASBO Strategic Plan Update

WASBO 2015-16 Theme