action plan retreat report and executive summary · this report summarizes the board’s discussion...

Action Plan Retreat Report and Executive Summary

Board of Directors, American Planning Association Texas Chapter

Houston TX

June 2, 2017 Approved by the Board November 1, 2017

APA TEXAS BOARD OF DIRECTORS 2017 STRATEGIC PLANNING RETREAT

KAREN WALZ FAICP 2

Table of Contents

Executive Summary: 2017 – 2022 Development Plan ............................................................................................ 3

Vision Statement ................................................................................................................................................. 3

Goals ................................................................................................................................................................. 3

Action Items ........................................................................................................................................................ 3

Action Plan Retreat Report ..................................................................................................................................... 7

Background ......................................................................................................................................................... 7

Introductions ....................................................................................................................................................... 8

Six Goals .............................................................................................................................................................. 8

Action Items for 2017 – 2022 ........................................................................................................................... 10

Fresh and High Value ........................................................................................................................................ 14

Wrap Up ............................................................................................................................................................ 17

Appendices ........................................................................................................................................................... A‐1

1. Online Survey ........................................................................................................................................ A‐2

2. Online Survey Results ......................................................................................................................... A‐18

3. Powerpoint Presentation from Retreat .............................................................................................. A‐44

4. Team Worksheets – Innovation for Fresh, High Value Product ......................................................... A‐81


KAREN WALZ FAICP 3

Executive Summary: 2017 – 2022 Development Plan

The Board of Directors of the American Planning Association Texas Chapter (APA TX) held an Action Plan

Retreat on Friday, June 2, 2017. The retreat was held at the Cherie Flores Garden Pavilion in Hermann Park,

Houston, Texas. The retreat was designed to review the results of the APA TX 2015 – 2017 Action Plan and to

create a new Development Plan for 2017 – 2022. This report summarizes the Board’s discussion at the

retreat. The session resulted in agreement on direction for APA Texas during the next five years. The draft

Development Plan summarized below will be considered for adoption by the Board of Directors at its October

2017 meeting.

Vision Statement APA Texas is a respected leader and partner whose members make great communities happen by providing

expertise and innovation to shape livable and sustainable Texas communities.

Goals The APA Texas Board of Directors will carry out this vision by focusing on action to achieve the following six

goals:

1. APA Texas will LEAD the planning movement in this state.

2. APA Texas will COMMUNICATE AND ENGAGE to foster quality leadership and participation and to

provide the best planning information.

3. APA Texas will PARTNER with other Texas professional organizations and non‐profits to leverage

resources and build coalitions.

4. APA Texas will ADVOCATE for planning, planning leaders and good government in our unique Texas

setting.

5. APA Texas will INSPIRE building great communities that meet the needs of Texans and benefit from our

state's character, climate and other assets.

6. APA Texas will use Chapter and Section resources to SERVE its professional, appointed/elected,

academic and student members.

Action Items The action items in Exhibit 1 below are the steps APA Texas will take from 2017 through 2022 to achieve the

goals listed above. For some action items, the body of this report contains more detailed discussion. This

action plan has been revised since the June retreat to reflect input received through an online survey of APA


KAREN WALZ FAICP 4

Texas members. In approving this Development Plan, the Board will determine which items should have

priority for short‐term action during the two‐year officers’ term beginning in November 2017.

Exhibit 1: Draft Development Plan, 2017 – 2022

Action Item #

Goal and Action Item

Goal 1: APA Texas will LEAD the planning movement in this state.

1A. Ensure a successful generational transition of leadership.

1B. Further develop a Section leadership training program.

1C. Design a Texas planning movement.

1D. Develop uniform Section and Chapter bylaws.

1E. Provide a continuous communications and feedback loop between Sections and the Chapter.

1F. Use a dashboard to report progress.

1G. Recruit new members to the planning movement.

1H. Mentor future members of the planning movement.

1I. Offer experiential learning opportunities.

1J. Develop outreach materials for use during National Planning Month.

Goal 2: APA Texas will COMMUNICATE AND ENGAGE to foster quality leadership and participation and to provide the best planning information.

2A. Finalize, adopt and implement a communications plan.

2B. Increase communication between the APA Texas Executive Committee and members.

2C. Develop a job description for a communications assistant.

2D. Explore connections to get media attention for APA Texas awards and other initiatives.

2E. Send welcome letters from the Chapter to new APA and AICP members.

2F. Leverage all forms of media.

2G. Conduct special outreach to 'Early Professionals'.

2H. Promote APA membership to Planning Commissioners.

2I. Create a structure to engage 'legacy' professionals.

2J. Engage appointed and elected officials in APA Texas.

Goal 3: APA Texas will PARTNER with other Texas professional organizations and non‐profits to leverage resources and build coalitions.

3A. Encourage reciprocal partnership relationships.

3B. Offer sessions geared to partner speakers.

3C. Emphasize APA as a 'big tent' organization.

3D. Expand partnerships with universities and student planning organizations.


KAREN WALZ FAICP 5

Action Item #


3E. Identify potential new partnerships.

Goal 4: APA Texas will ADVOCATE for planning, planning leaders and good government in our unique Texas setting.

4A. Continue the development of a planning education and advocacy network.

4B. Develop a Legislative Program.

4C. Make the 'Texas Planning Roundtable' operational.

4D. Build a Texas planning information base.

4E. Put in place a mechanism to get information about planning and planning issues to cities' legislative staffs.

4F. Develop guidelines and policies for advocacy.

4G. Continue making advocacy training available to individual APA Texas members.

Goal 5: APA Texas will INSPIRE building great communities that meet the needs of Texans and benefit from our state's character, climate and other assets.

5A. Use the Emerging Planning Leaders initiative to inspire future APA Texas leaders.

5B. Create a structure for younger planners to benefit from the experience and contributions of legacy planners.

5C. Increase exposure of the 'Great Places in Texas' program.

5D. Refine and perfect the mentorship program.

5E. Revamp the Planning Excellence and Planning Awards programs.

Goal 6: APA Texas will use Chapter and Section resources to SERVE its professional, appointed/elected, academic and student members.

6A. Evaluate current Chapter programming and expand or revamp it to provide value to members.

6B. Revamp the Conference organizational structure.

6C. Make assessments and offer development programs to provide appropriate resources and support to all Sections.

6D. Take advantage of distance technology.

6E. Create a new Short Course.

6F. Complete a Chapter Strategic Financial Plan.

6G. Effectively use resources and services available from National, and disseminate these to APA Texas members.

6H. Encourage National to simplify the process for registering Commissioner members.

6I. Survey all APA Texas members about what they need and want from the organization.

6J. Make the national Houston 2020 conference the most awesome conference ever!

6K. Do more to recognize FAICP, particularly new Fellows.


KAREN WALZ FAICP 6

Action Item #


6L. Assist AICP Candidates and Early Planners in achieving AICP certification.

6M. Continue (and revamp as necessary) the regional workshops offered by APA Texas.

6N. Increase the transparency of APA Texas.


KAREN WALZ FAICP 7

Action Plan Retreat Report

Background Retreat Logistics The Board of Directors of the American Planning Association

Texas Chapter (APA TX) held an Action Plan Retreat on

Friday, June 2, 2017. The retreat was held at the Cherie

Flores Garden Pavilion in Hermann Park, Houston, Texas.

The agenda for the retreat is summarized in Exhibit 2. Ten

Board members participated in the retreat, as did APA TX

Executive Director Mike McAnelly FAICP. The retreat was

designed and managed by Karen Walz FAICP, Principal of

Strategic Community Solutions LLC.

Retreat Objectives The retreat had four objectives:

1. Review the results of work completed under the

2015 – 2017 Action Plan.

2. Discuss and reach agreement on a draft

Development Plan for the next five years.

3. Identify top priority Action Items for 2017 – 2019.

4. Agree on a set of next steps to follow this retreat.

Retreat Preparations The process to design the retreat began with a review of the 2015 – 2017 Action Plan. Next, Walz

interviewed APA TX President Kim Mickelson AICP and President‐Elect Doug McDonald AICP on May 7,

2017. The interview focused on the successes and challenges for APA TX during the past two years. It

also identified potential topics and areas of focus for the retreat.

All Board members were invited to participate in an online survey designed to seek input about APA

TX’s accomplishments, trends affecting planning practice and education and other topics for discussion

at the retreat. Twenty‐two of twenty‐six members responded to the survey. Survey results were

provided to participants before the retreat so they could review them in advance. The survey itself is

provided in Appendix 1 and the analysis of survey results is Appendix 2.

Introductions Six Goals

Where have we been?

Team work to review/refine

Group discussion

President Elect’s perspective

Agreement on priorities and commitments

Break Fresh and High Value

Team work to innovate

Group discussion

Agreement on actions Next Steps Adjourn

Exhibit 2: Retreat Agenda


KAREN WALZ FAICP 8

The retreat agenda, focus of retreat segments and details of retreat activities were shaped by the input

received through the leadership interview and online survey. The agenda included presentations,

team exercises, discussions among the entire Board and consensus‐building dialogue. Keypad polling

was used throughout the retreat to seek feedback and a sense of agreement among participants. This

polling provided an immediate and anonymous method to gain feedback.

Retreat Results The activities and outcomes of each retreat segment are summarized below. The Powerpoint

presentation that was used to structure the segments and capture participant feedback is provided in

full in Appendix 3.

Introductions As part of the retreat’s introductions, each participant answered the question: “What’s the one thing

that’s happened in your professional life in the last few months that gave you the greatest

satisfaction?” Most participants described situations where they helped someone accomplish a goal

related to a community’s future or the use of property.

All participants agreed on the retreat’s objectives as noted above. Ground rules for the retreat were

also established.

Six Goals Where Have We Been? The first topical section of the retreat considered the six goals APA TX had adopted in 2015. Walz

began the session by summarizing the results of the Board member online survey. Next, several

members of the Chapter’s leadership shared their perspectives on the past two years. Kim Mickelson

AICP, Chapter President, noted how other Chapters look to Texas for best practices and successful

models to follow. She also described progress on efforts to increase advocacy for good planning.

Wendy Shabay AICP, Past President and National Board Member, described some of the improvements

and initiatives underway at the national level. Mike McAnelly FAICP, Chapter Executive Administrator,

summarized activities to ensure adequate funding for

Chapter and Section activities.

Vision and Goals The Texas Chapter’s Vision Statement is shown in

Exhibit 3. As demonstrated in Exhibit 4, respondents

to the online survey were unanimous in agreeing that

this statement is consistent with their own beliefs.

APA Texas is a respected leader and

partner whose members make great

communities happen by providing

expertise and innovation to shape livable

and sustainable Texas communities.

Exhibit 3: APA TX Vision Statement


KAREN WALZ FAICP 9

The online survey also showed that

respondents believe APA Texas has

been quite successful in achieving this

vision. As Exhibit 5 shows, 68% of

respondents felt APA TX had been ‘very

effective’ or ‘somewhat effective’ in

achieving this vision.

At the retreat, these positive responses

were noted. The Vision Statement will

remain the same for the next APA Texas

Development Plan.

Results for 2015 – 2017 The online survey results showed a

general perception that APA Texas has

been effective in achieving the goals it

set for itself in 2015.

Exhibit 6 shows the responses to the

question of effective APA Texas has

been in achieving its six goals. The

exhibit lists the goals in the order of

perceived effectiveness during the

past two years.

The strongest response was to Goal 6

– serving APA TX members – with 68%

responding that the Chapter had been

‘very effective’ or ‘somewhat

effective’.

The goal with the perception of least

effectiveness was Goal 3 – related to partnerships with other organizations. Only 32% or respondents

felt the Chapter had been ‘very effective’ or ‘somewhat effective’ in achieving this goal.

68.2%

31.8%

0.0%

0.0%

0.0%

Very consistent

Somewhat consistent

Somewhat inconsistent

Very inconsistent

I'm not sure

Exhibit 4: How consistent is this Vision Statement with your views about what APA Texas should be

9.1%

0.0%4.5%

18.2%

54.5%

13.6%

I'm not sure

Very ineffective

Somewhat ineffective

Average

Somewhat effective

Very effective

Exhibit 5: How effective has APA TX been in achieving this vision in the past two years?


KAREN WALZ FAICP 10

Exhibit 6: How effective has APA Texas been in achieving this goal during the past two years?

Goals I'm not sure

Very ineffective

Somewhat ineffective Average

Somewhat effective

Very effective

Goal 6: APA Texas will use Chapter and Section resources to SERVE its professional, appointed/elected, academic and student members. 4.5% 0.0% 4.5% 22.7% 27.3% 40.9%

Goal 5: APA Texas will INSPIRE building great communities that meet the needs of Texans and benefit from our state's character, climate and other assets. 9.1% 0.0% 9.1% 27.3% 36.4% 18.2%

Goal 2: APA Texas will COMMUNICATE AND ENGAGE to foster quality leadership and participation and to provide the best planning information. 4.5% 0.0% 0.0% 31.8% 50.0% 13.6%

Goal 4: APA Texas will ADVOCATE for planning, planning leaders and good government in our unique Texas setting. 9.1% 0.0% 4.5% 27.3% 45.5% 13.6%

Goal 1: APA Texas will LEAD the planning movement in this state. 9.1% 0.0% 9.1% 31.8% 36.4% 13.6%

Goal 3: APA Texas will PARTNER with other Texas professional organizations and non‐profits to leverage resources and build coalitions. 13.6% 4.5% 22.7% 27.3% 22.7% 9.1%

The Board considered these responses. Board members agreed that these should continue to be the

goals for APA Texas during the next five years.

Action Items for 2017 – 2022

The next segment of the retreat focused on action to achieve these goals. Retreat participants worked

together to discuss the results of the past two years and the direction to take beginning in 2017. Since

the National Chapter Performance Criteria now include the creation of a five‐year Development Plan,

this discussion focused both on Action Items for the five‐year period through 2022 and on steps to be

taken during the up‐coming 2017 – 2019 Board of Directors’ term of office.

The Action Items developed during the retreat are presented in Exhibit 7. The Action Items are shown

in bold; in some cases, additional information about the Board’s intent is provided as well.


KAREN WALZ FAICP 11

Exhibit 7: Draft Development Plan for 2017 ‐ 2022

Action Item #


Goal 1: APA Texas will LEAD the planning movement in this state.

1A. Ensure a successful generational transition of leadership. A particular short‐term focus is the Short Course.

1B. Further develop a Section leadership training program. This program should be coordinated with the Awards Committee meeting and should include the Section treasurers.

1C.

Design a Texas planning movement. The national APA organization strengthens a planning movement by serving as a "big tent" for involvement by everyone interested in planning, with an internal institute to advance the interests of the profession. APA Texas should apply this model and serve as that single “big tent” organization for the state.

1D. Develop uniform Section and Chapter bylaws.

1E.

Provide a continuous communications and feedback loop between Sections and the Chapter. The Sections' Guide should give direction from the Chapter to the Sections, the Section Reports should explain each Section's activities to the Chapter, and the report review should provide an opportunity for the Chapter to work with the Section to support and improve its activities.

1F. Use a dashboard to report progress. The dashboard should give a streamlined report on the Chapter and Sections' progress.

1G. Recruit new members to the planning movement. A key approach is to increase partnerships with the universities and the student planning organizations.

1H. Mentor future members of the planning movement. Use APA Ambassadors, Future Cities and other approaches to mentor future generations of planners and supporters of planning.

1I. Offer experiential learning opportunities. Develop these opportunities to train and inspire planners while assisting communities.

1J.

Develop outreach materials for use during National Planning Month. Every October, APA Texas should use these materials to celebrate the good things planning brings to communities; educate the public about the planning behind Great Places in Texas; and advocate for policies that create better places to live, work, and play.

Goal 2: APA Texas will COMMUNICATE AND ENGAGE to foster quality leadership and participation and to provide the best planning information.

2A. Finalize, adopt and implement a communications plan.

2B. Increase communication between the APA Texas Executive Committee and members. Members need more information about APA Texas programs and the value they provide to planners and their communities.


KAREN WALZ FAICP 12

Action Item #


2C. Develop a job description for a communications assistant. Once a job position is developed, recruit and hire a part‐time communications person.

2D. Explore connections to get media attention for APA Texas awards and other initiatives.

2E. Send welcome letters from the Chapter to new APA and AICP members.

2F. Leverage all forms of media. Social media and traditional media should both be used. One focus could be Planners' Month.

2G. Conduct special outreach to 'Early Professionals'. These are former planning students who are now in the workforce. Since they are no longer students, their membership is no longer free. So attention is needed to keep them in the organization.

2H. Promote APA membership to Planning Commissioners.

2I. Create a structure to engage 'legacy' professionals. Find ways to involve FAICP members and retired planners.

2J. Engage appointed and elected officials in APA Texas.

Goal 3: APA Texas will PARTNER with other Texas professional organizations and non‐profits to leverage resources and build coalitions.

3A. Encourage reciprocal partnership relationships. But recognize that some non‐reciprocal partnerships may still be worthwhile for APA Texas.

3B. Offer sessions geared to partner speakers.

3C. Emphasize APA as a 'big tent' organization.

3D. Expand partnerships with universities and student planning organizations.

3E. Identify potential new partnerships. These opportunities may differ by region. Partnerships should go beyond the other professional associations to include organizations (like USGBC) that support certain aspects of planning.

Goal 4: APA Texas will ADVOCATE for planning, planning leaders and good government in our unique Texas setting.

4A. Continue the development of a planning education and advocacy network.

4B. Develop a Legislative Program. APA Texas members would like to increase communication with Texas legislators on planning issues. A Legislative Program would help the Chapter set priorities and communicate effectively.

4C. Make the 'Texas Planning Roundtable' operational.

4D.

Build a Texas planning information base. It should make available information about how planning is used in Texas communities, what results are achieved, what the best practices in Texas planning are and which communities are taking innovative approaches to particular issues.

4E. Put in place a mechanism to get information about planning and planning issues to cities' legislative staffs.

4F. Develop guidelines and policies for advocacy.

4G. Continue making advocacy training available to individual APA Texas members.


KAREN WALZ FAICP 13

Action Item #


Goal 5: APA Texas will INSPIRE building great communities that meet the needs of Texans and benefit from our state's character, climate and other assets.

5A. Use the Emerging Planning Leaders initiative to inspire future APA Texas leaders.

5B. Create a structure for younger planners to benefit from the experience and contributions of legacy planners.

5C. Increase exposure of the 'Great Places in Texas' program.

5D. Refine and perfect the mentorship program. Consider connecting it more closely to activities at the Conference.

5E. Revamp the Planning Excellence and Planning Awards programs.

Goal 6: APA Texas will use Chapter and Section resources to SERVE its professional, appointed/elected, academic and student members.

6A.

Evaluate current Chapter programming and expand or revamp it to provide value to members. Many respondents to this year’s membership survey commented that they believe the Conference is all the Chapter does. The Board should review all the existing programs and decide if there are ways to provide more value to Texas members.

6B. Revamp the Conference organizational structure.

6C. Make assessments and offer development programs to provide appropriate resources and support to all Sections.

6D. Take advantage of distance technology. This includes offering more webinars & simulcasts, using Skype for meetings and archiving presentations for future use and distribution.

6E. Create a new Short Course.

6F. Complete a Chapter Strategic Financial Plan.

6G. Effectively use resources and services available from National, and disseminate these to APA Texas members.

6H. Encourage National to simplify the process for registering Commissioner members.

6I. Survey all APA Texas members about what they need and want from the organization.

6J. Make the national Houston 2020 conference the most awesome conference ever!

6K. Do more to recognize FAICP, particularly new Fellows. This could include presentations at their Council meetings and activities at the Conference.

6L. Assist AICP Candidates and Early Planners in achieving AICP certification.

6M. Continue (and revamp as necessary) the regional workshops offered by APA Texas.

6N. Increase the transparency of APA Texas. Members should be able to see how decisions are made and resources are used.


KAREN WALZ FAICP 14

The participants used keypads to indicate their agreement with these action items. Exhibit 8 shows a

high degree of agreement. All participants ‘agreed’ or ‘strongly agreed’ with these Action Items. For

all but one goal, over 80% of participants ‘strongly agreed’ that these are the right Action Items.

Exhibit 8: These are the right Action Items for 2017 ‐ 2022.

President‐Elect’s Perspective

After agreement on this potential group of Action Items, President‐Elect Doug McDonald AICP shared

his vision for the next two years – his term as President. Doug first recognized the other planners and

organizational leaders who had assisted him and built the foundation upon which the next two years’

work will be based. He is enthusiastic about the team of leaders that will work with him to carry out

these Action Items and achieve these goals. He believes it is time for the transition reflected in many of

these action items, and is looking forward to heading up the work that will be involved in engaging the

younger generations of planners.

Priorities and Commitments

Each retreat participant was asked to use a written worksheet to indicate the Action Items to which he

or she would invest time. Only a few responses were received. After the Executive Committee reviews

this draft list of Action Items, all Board members should be asked to indicate their personal level of

commitment. Short‐term priority action items – those for the 2017 – 2019 Board term – should each

have personal commitments from one or more Board members.

Fresh and High Value

In this segment of the retreat, participants created ideas that respond to a theme in the survey

responses – we need to be sure we’re offering programs and services that are fresh and of high value

to our members and communities. The retreat participants were divided into three teams. Each team

was challenged to imagine innovative approaches that would provide fresh, high value products to two

distinct sets of APA Texas audiences. For each audience, the team considered these questions:

Goal Strongly agree

Agree Disagree Strongly disagree

I’m not sure

Goal 1 90.9% 9.1% 0.0% 0.0% 0.0%

Goal 2 80.0% 20.0% 0.0% 0.0% 0.0%

Goal 3 55.6% 44.4% 0.0% 0.0% 0.0%

Goal 4 90.0% 10.0% 0.0% 0.0% 0.0%

Goal 5 88.9% 11.1% 0.0% 0.0% 0.0%

Goal 6 81.8% 18.2% 0.0% 0.0% 0.0%


KAREN WALZ FAICP 15

What can APA provide this audience that’s distinctive?

What is your team’s ‘elevator speech’ about planning for this audience?

Depending on the audience, additional questions focused on the role of the State conference, the use

of online and social media, and the need to communicate about the value of planning and APA Texas.

The audiences the teams addressed were:

Practicing Planners

Planners in Academia

Planning Students

Plan Commissioners

Elected Officials

Planning Skeptics

Each team recorded its ideas on worksheets. Highlights for each audience are presented below. The

team worksheets are included in Appendix 4.

Planning Audiences

Practicing Planners The elevator speech is: “hang in there!” APA Texas can provide networking, continuing education,

information exchange and recognition of planners’ work.

Planners in Academia The elevator speech is: “produce practicing planners”. APA Texas can provide information and

expertise on sound planning and emerging trends, as well as opportunities for faculty and students to

strengthen their involvement in community planning.

Planning Students The elevator speech is: “Get involved! Stay involved! And it will take you far!” APA Texas can provide

mentorship opportunities and easy access to chapter and section leadership contacts.

Plan Commissioners The elevator speech is: “Let us help you do your job.” APA Texas can provide information and training,

geared to Texas, that will help Commissioners make informed decisions.

Elected Officials The elevator speech is: “We can load your tool box with planning tools to help your community

become a greater community. There are long‐term consequences to short‐term decisions!” APA Texas

can provide best practices and other educational information about planning.


KAREN WALZ FAICP 16

Planning Skeptics The elevator speech is: “What have the Romans done for you lately? Planning saves time, provides

freedom and protects property rights”. APA Texas can provide facts and balanced information.

Feedback Each team shared its ideas with the entire retreat group. After each presentation and discussion,

keypads were used to determine the group’s support for the innovations proposed by each team.

Exhibit 9 shows that the team ideas for planning students were strongly supported by the full group.

Most (2/3) of the respondents want to find even more innovative approaches to engage with

practicing planners. For the other four audiences, about half the participants felt the ideas were

creative and should be pursued. For the academic, plan commissioner and elected official audiences, a

notable share of the group (27 to 36%) wanted to push the envelope further. For planning skeptics,

27% were not yet persuaded that the team’s ideas would be effective. For most audiences, a small

minority felt APA Texas should simply continue what it has been doing.


KAREN WALZ FAICP 17

Exhibit 9: Innovation for Planning Audiences

Audience Very

creative – let’s go!

I’m not persuaded

yet

We need to push the

envelope even further

These ideas are more

trouble than they’re worth

I’m happy to continue what we’ve been

doing

Practicing Planner 11.1% 11.1% 66.7% 0.0% 11.1%


45.5% 9.1% 36.4% 0.0% 9.1%

Planning Students 90.9% 0.0% 0.0% 0.0% 9.1%

Plan Commissioner 45.5% 18.2% 27.3% 0.0% 9.1%

Elected Officials 54.5% 9.1% 27.3% 0.0% 9.1%

Planning Skeptics 54.5% 27.3% 18.2% 0.0% 0.0%

Wrap Up At the end of the retreat, Karen Walz summarized the results and conclusions. The participants

discussed the need to begin an online survey of the entire membership soon. Everyone agreed on the

next steps in completing a Development Plan:

Before the summer Executive Committee meeting:

o Karen will prepare a retreat report and draft update of the Development Plan (Vision,

Goals and 5‐year Action Items)

o Leaders for top priority (2017 – 2019) Action Items will be identified and may be asked

to prepare detailed proposals

o These will be combined in a draft for EC consideration

After the Executive Committee meeting

o A revised Development Plan will be prepared based on the Executive Committee

discussion

o The Board will consider and act on the Development Plan at the October meeting

o Implementation will begin during the 2017 – 2019 Board term of office

o Tracking and refinement of Action Items will continue through 2022

With agreement on these next steps, the retreat was adjourned shortly after noon.

Follow Up – Membership Survey

Based on direction from the Retreat, APA Texas conducted an online survey of its entire membership.

The survey was distributed through email announcements to members and was available from July 9th

through August 7th. Responses were received from 194 members, almost all of whom are practicing


KAREN WALZ FAICP 18

planners who are not part of APA leadership. The detailed results of this membership survey are

provided in a separate report.

Most respondents agree that the Vision Statement reflects their views of what APA Texas should be

and do. Exhibit 10 shows that a strong majority of members (81%) and Board (100%) believe this

statement is consistent with their own views.

Board members believe APA Texas has been more effective in achieving its goals over the past two

years. This difference is understandable since Board members are personally involved in the programs

and are much more familiar with APA Texas activities and project results. The most common response

by members to the survey questions about effectiveness in achieving goals was “I’m not sure”. There

is clearly an opportunity to provide more communication and information to members about programs

and results.

Exhibit 11 compares the Board and membership responses about effectiveness by goal. Both groups

felt APA Texas had been most effective in achieving Goal 6 (Serve) and least effective in achieving Goal

3 (Partner).

Exhibits 12 and 13 show the relative importance Board and general members placed on each of the

potential program and service delivery issues listed in the survey.

68.2%

31.8%

0.0%

0.0%

0.0%

Board

Very consistent

Somewhatconsistent

Somewhatinconsistent

Very inconsistent

I'm not sure

40.72%

40.12%

10.78%

2.40%5.99%

Membership

Very consistent

Somewhatconsistent

Somewhatinconsistent

Very inconsistent

I'm not sure

Exhibit 10: How consistent is this Vision Statement with your views about what APA Texas should be and do?

APA TEXAS BOARD OF DIREC

TORS 2017 STR

ATEGIC PLANNING RETREA

T

KAREN

WALZ FAICP

19

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.6%

21

.7%

7.

8%

8.4%

24

.7%

28

.9%

8.

4%

3 13

.6%

4.

5%

22.7

%

27.3

%

22.7

%

9.1%

39

.8%

9.

6%

10.8

%

17.5

%

19.9

%

2.4%

4

9.1%

0.

0%

4.5%

27

.3%

45

.5%

13

.6%

31

.9%

9.

0%

12.1

%

16.3

%

22.9

%

7.8%

5

9.1%

0.

0%

9.1%

27

.3%

36

.4%

18

.2%

31

.1%

7.

9%

10.4

%

18.3

%

23.8

%

8.5%

6

4.5%

0.

0%

4.5%

22

.7%

27

.3%

40

.9%

29

.7%

7.

3%

4.9%

20

.6%

27

.3%

10

.3%


TORS 2017 STR


T

KAREN

WALZ FAICP

20

Exhibit 12: Program

ming Issues

How im

portant will these program

ming issues be for APA Texas over the next five years? Rate the im

portance of each of the issues on the list.

Yellow shows Board response; green shows mem

ber response

NI

23

45

6Essential

Average

Retaining or growing mem

bership

0.0%

0.0%

0.0%

0.0%

20.0%

20.0%

60.0%

6.40

Retaining or growing mem

bership

2.2%

0.7%

5.9%

17.7%

25.0%

22.8%

25.7%

5.34

Being a resource and a voice for planning in Texas

0.0%

0.0%

0.0%

0.0%

5.0%

45.0%

50.0%

6.45

Being a resource and a voice for planning in Texas

1.5%

0.0%

2.2%

4.4%

13.9%

24.1%

54.0%

6.18

Giving mem

bers opportunities to network

0.0%

0.0%

0.0%

5.0%

10.0%

40.0%

45.0%

6.25

Giving mem

bers opportunities to network

0.0%

0.0%

6.6%

13.1%

22.6%

25.6%

32.1%

5.64

Providing education & training on emerging planning trends &

topics

0.0%

0.0%

0.0%

0.0%

5.0%

25.0%

70.0%

6.65

Providing education & training on emerging planning trends &

topics

0.0%

0.0%

2.9%

5.8%

13.9%

30.7%

46.7%

6.12

Providing education on the 'nuts and bolts' of planning

0.0%

0.0%

0.0%

15.0%

30.0%

45.0%

10.0%

5.50

Providing education on the 'nuts and bolts' of planning

0.0%

0.7%

4.4%

15.3%

28.5%

18.3%

32.9%

5.58

Sharing the tools and techniques for planning innovation

0.0%

0.0%

0.0%

0.0%

15.0%

35.0%

50.0%

6.35

Sharing the tools and techniques for planning innovation

0.0%

0.7%

4.4%

10.2%

11.7%

34.3%

38.7%

5.91

Serving as a partner with other professional organizations

0.0%

0.0%

5.3%

10.5%

21.1%

31.6%

31.6%

5.74

Serving as a partner with other professional organizations

0.7%

0.7%

5.8%

9.5%

26.3%

31.4%

25.6%

5.56


TORS 2017 STR


T

KAREN

WALZ FAICP

21

Exhibit 13: Service Issues

How im

portant will issues of service delivery be for APA Texas over the next five years? Rate the im

portance of each of the issues on the list.

Yellow shows Board response; green shows mem

ber response

NI

23

45

6Essential

Average

Keeping up with technology

0.0%

0.0%

0.0%

0.0%

15.0%

35.0%

50.0%

6.35


0.0%

1.5%

3.0%

4.4%

22.2%

25.9%

43.0%

5.97

Innovation in

delivering mem

ber services

0.0%

0.0%

0.0%

10.0%

15.0%

30.0%

45.0%

6.10

Innovation in

delivering mem

ber services

0.7%

2.2%

5.2%

17.0%

30.4%

23.7%

20.7%

5.28

Providing more services with few

er resources

0.0%

0.0%

0.0%

10.0%

40.0%

15.0%

35.0%

5.75

Providing more services with few

er resources

0.8%

2.3%

9.0%

18.8%

21.1%

30.1%

18.1%

5.2

Using evolving social m

edia tools for communication

0.0%

0.0%

0.0%

0.0%

20.0%

25.0%

55.0%

6.35

Using evolving social m

edia tools for communication

0.8%

1.5%

6.7%

6.7%

24.6%

29.9%

29.9%

5.62

Making inform

ation on best practices readily available to

mem

bers

0.0%

0.0%

0.0%

0.0%

20.0%

35.0%

45.0%

6.25

Making inform

ation on best practices readily available to

mem

bers

0.0%

1.5%

2.2%

4.4%

11.9%

34.8%

45.2%

6.12

Providing services for professional planners

0.0%

0.0%

0.0%

0.0%

10.0%

35.0%

55.0%

6.45

Providing services for professional planners

0.0%

0.0%

2.3%

6.8%

20.3%

33.8%

36.8%

5.96

Providing services for citizen planners (like plan commissioners)

0.0%

0.0%

0.0%

5.0%

40.0%

25.0%

30.0%

5.80

Providing services for citizen planners (like plan commissioners)

0.0%

1.5%

8.2%

13.3%

23.7%

25.9%

27.4%

5.47

Providing services to student planners

0.0%

5.0%

0.0%

5.0%

25.0%

25.0%

40.0%

5.85

Providing services to student planners

0.0%

2.2%

10.5%

13.4%

26.9%

20.9%

26.1%

5.32


KAREN WALZ FAICP 22

In addition to quantitative responses, the online survey gave members the opportunity to provide

open‐ended comments on many issues facing APA Texas. Some responses offered support and

positive feedback, while others were critical or simply indicated that the responded was not familiar

with the programs and initiatives underway in the past two years.

As a result of the membership survey, the APA Texas President‐Elect has proposed revisions to the

action items developed at the retreat. This report includes those revised items.


KAREN WALZ FAICP A‐1

Appendices



1. Online Survey

The APA Texas Board of Directors will hold a Strategic Action Workshop as part of the Boardmeeting on June 2, 2017. The purpose of the workshop is to update the Chapter' Strategic ActionPlan for the next two years (in detail) and for the next five years (at a more general scale). Pleasehelp us design the workshop to best meet your needs and this Board objective.

1. Preparing for the 2017 APA Texas Strategic Action Workshop

APA Texas 2017 Survey

1. Which aspects of the 2017 workshop are most important to you? Rank these options with '1' as your toppriority.

Team-building among colleagues I'm

not sure

Discussion of APA Texas leadership or involvement in a planning policy or issue I'm

not sure

Enhancing skills for effective Board service I'm

not sure

Evaluating last year's activities I'm

not sure

Agreeing on top priorities for action in 2017-19 I'm

not sure

Discussion about APA Texas operations I'm

not sure

Discussion about the effectiveness APA Texas programs and activities I'm

not sure

1

Not relevant for

this retreat

Essential todiscuss at this

retreat I'm not sure

Services APA Texas shouldprovide its members

Website and communicationwith members

Collaboration with otherrelated professions & non-profits

Professional developmentopportunities

Board functions andoperations

APA Texas' role in promotinggood planning practices

Enhancements to the APATexas Conference and ShortCourse

Broadening our membershipbase

Responding to opponents ofplanning and/or sustainability

Building or enhancingteamwork within the Board

Building or enhancingteamwork between theChapter and the Sections

Budget or financial issues

Engaging the 'millennialgeneration' of planners

Chapter services for planningofficials

Advocating good planning inTexas

Issues related to the TexasLegislature

Successful transitions in APATexas leadership

Increasing professionaldevelopment/trainingopportunities at the Chapterand Section levels

Other (please specify)

2. Which topics are most important to include in the discussions at the 2017 workshop?

3. Please share your perspective about the importance of these trends to planning education and practice in Texas.

2

I don't think this is the

trend Will cause no change May cause some changeWill cause significant

change I'm not sure

More severe storms, extremeweather patterns or otheraspects of climate change

Continual change insmartphone and otherwireless technology

A larger share of thepopulation is elderly

The 'Millennial Generation'having different values andexpectations from those ofearlier generations

Growing ability of businessesand workers to locateanywhere in the world

Increased need for resiliencein responding to unanticipatedchanges

The economic return on homeownership may be lower thanin the past

More interest in havingmobility choices in addition toautos

An increasingly diversecommunity population

Increasing cost to rehabilitateaging public facilities andinfrastructure

Changing demographics (age& ethnicity) of studentpopulations

Less understanding of theplanning profession

Increase in the role of planninginternationally (i.e., outside theU.S.)

People getting their news fromseparate media outlets withdistinct views (rather than fromshared outlets perceived to beneutral)

Increasing polarization withincommunities

New ability to use 'big data'and 'crowdsourcing' inplanning

Interest in faster application ofnew research to practice

Increasing expectation thatresults should occur quickly(in 1 to 3 years, rather thanover a decade or more)

3

Communication ofincreasingly complex ideas insimpler and shorter ways

Planners playing anincreasing role in communityor organizational leadership

Planners playing anincreasing role as advocatesfor particular issues or groups

Retaining institutionalknowledge as 'Baby BoomGeneration' planners retire

Increasing numbers of 'non-traditional' and part-timestudents

Interest in online education

Pressure for hiring of inter-disciplinary faculty members

Declining public funding forplanning practice andacademic programs

Developing stronger tiesbetween academic andpracticing planners

Threats to the tenure processfor planning faculty members

Housingaffordability/workforcehousing

Politicization of planningprocesses

I don't think this is the

trend Will cause no change May cause some changeWill cause significant

change I'm not sure

Are there other trends that will cause more change to planning practice? If so, liist those here.

4. Do you have other suggestions about topics to address at the Strategic Action Workshop?

Please share your perspectives about APA Texas and its ability to achieve its Vision:

APA Texas is a respected leader and partner whose members make great communities happen by

2. APA Texas Organization & Mission


4

providing expertise and innovation to shape livable and sustainable Texas communities.

Please share additional comments here:

5. How consistent is this Vision Statement with your views about what APA Texas should be and do?

Very consistent

Somewhat consistent

Somewhat inconsistent

Very inconsistent

I'm not sure


6. How effective has APA Texas been in achieving this vision in the past two years?

I'm not sure

Very ineffective


Average

Somewhat effective

Very effective


7. Goal 1 in the current Action Plan states: APA Texas will LEAD the planning movement in this state.How effective has APA Texas been in achieving this goal during the past two years?

I'm not sure

Very ineffective


Average

Somewhat effective

Very effective


8. Goal 2 in the current Action Plan states: APA Texas will COMMUNICATE AND ENGAGE to foster quality leadership andparticipation and to provide the best planning information. How effective has APA Texas been in achieving this goal during the pasttwo years?

I'm not sure

Very ineffective


Average

Somewhat effective

Very effective

5


9. Goal 3 in the current Action Plan states: APA Texas will PARTNER with other Texas professional organizations and non-profits toleverage resources and build coalitions. How effective has APA Texas been in achieving this goal during the past two years?

I'm not sure

Very ineffective


Average

Somewhat effective

Very effective


10. Goal 4 in the current Action Plan states: APA Texas will ADVOCATE for planning, planning leaders and good government inour unique Texas setting. How effective has APA Texas been in achieving this goal during the past two years?

I'm not sure

Very ineffective


Average

Somewhat effective

Very effective


11. Goal 5 in the current Action Plan states: APA Texas will INSPIRE building great communities that meet the needs of Texansand benefit from our state's character, climate and other assets. How effective has APA Texas been in achieving this goal duringthe past two years?

I'm not sure

Very ineffective


Average

Somewhat effective

Very effective


12. Goal 6 in the current Action Plan states: APA Texas will use Chapter and Section resources to SERVE its professional,appointed/elected, academic and student members. How effective has APA Texas been in achieving this goal during the past twoyears?

I'm not sure

Very ineffective


Average

Somewhat effective

Very effective

6

13. Do you have other comments about APA Texas' ability to achieve this Vision and these goals?

What were the areas of success, challenge and change for the past two years (October 2015through the present)?

3. Accomplishments & Challenges of the Past Two Years


14. During the past two years, what is the most common comment you've heard about APA Texas from its members?

15. What were the most significant accomplishments for APA Texas during the past two years?

16. What were the greatest challenges for APA Texas during the past two years?


17. How effective do you think the APA Texas Emerging Planning Leaders program has been over the past two years?

I do not know enough about Emerging Planning Leaders

Very ineffective


Average

Somewhat effective

Very effective


18. How effective do you think the APA Texas Great Places in Texas program has been over the past year (since it was started in2016)?

I do not know enough about Great Places in Texas

Very ineffective


Average

Somewhat effective

Very effective

7

Completed or

exceeded Mostly completedSomewhatcompleted

Not addressed orincomplete I'm not sure

Having a missionstatement

Having a long-termvision or plan forprograms and services

Having a quantifiablework plan for short-termaction

Having current bylaws

Adopting and following abudget

Providing financialreporting & tax returns

Using the "One APA"logotype

Preparing an annualreport

Communicatingwith members

Recruiting and retainingmembers

Providing professionaldevelopmentopportunities

Reaching out to plancommissioners

Addressing legislativeand policy issues

Participating in nationalleadership meetings

Holding an annualChapter businessmeeting

Planning for leadershiptransition

Having an awardsprogram

Engaging the publicduring NationalCommunity PlanningMonth

Having a local GreatPlaces program

Reaching out to youth,students & newprofessionals

19. National APA has updated the Chapter Performance Criteria that each Chapter should meet or exceed. How well has APA Texas done on these criteria during the past two years?

8

Please share your perspective on priorities for APA Texas during the next five years, beginningwith 2017 - 2019 Board term.

4. Areas for Action in 2017 - 22


Not important at

all Essential

Retaining or growingmembership

Being a resource and a voicefor planning in Texas

Giving members opportunitiesto network

Providing education & trainingon emerging planning trends &topics

Providing education on the'nuts and bolts' of planning

Sharing the tools andtechniques for planninginnovation

Serving as a partner with otherprofessional organizations

Other programming issues

20. How important will these programming issues be for APA Texas over the next five years? Rate the importance of each of theissues on the list.

9

Not important at

all Essential


Innovation in deliveringmember services

Providing more services withfewer resources

Using evolving social mediatools for communication

Making information on bestpractices readily available tomembers

Providing services forprofessional planners

Providing services for citizenplanners (like plancommissioners)

Providing services to studentplanners

Other service delivery issues

21. How important will issues of service delivery be for APA Texas over the next five years? Rate the importance of each of theissues on the list.

22. How do you expect the next five years (through 2022) to be different from the last two years (2015- 2017) for APA Texas, interms of either challenges or opportunities?

23. What project or activity (current or new) is most important for APA Texas to complete by 2022? Why is it a top priority?

24. What changes would increase the value you receive from APA Texas Sections?

25. What changes should APA Texas consider to be successful over the long-term future?

10

Please share your opinions about the conference APA Texas holds each fall.

5. APA Texas Annual Conference


26. How many APA Texas Chapter Annual Conferences have you attended?

10 or more conferences

5 to 9 conferences

1 to 4 conferences

I have never attended a conference

27. Why do you attend the APA Texas Chapter Annual Conference? Rank these choices, with '1' being yourtop choice.

Networking with my planning friends and associates

Quality and content of conference sessions

Earning AICP Certification Maintenance credits

Diversity in the location of the conference

Social events

Keynote speaker

Mobile workshops

28. How do you feel about the overall value of the conference?

Excellent

Good

Average

Poor


29. What is the upper end of daily cost you (or your organization) would support for lodging at the conference hotel?

$175 per night

$195 per night

$215 per night

$235 per night

11


30. Who pays for you to attend the conference?

I personally pay the cost

My employer pays or reimburses me for attending


31. Are travel costs a significant factor in your decision to attend the conference?

Definitely

Marginally

Not at all


32. Does your community support sending planning commissioners to the conference?

Yes

No

Not applicable to me

If another training program, please tell us which one.

33. If your community does not support commissioner attendance, why not?

Budget constraints

Lack of perceived value

Don’t provide training to commissioners

Train commissioners in-house

Send commissioners to other training programs

34. What new events, sessions or activities would you most like to see at the conference?

35. What aspects of the conference provide the least value to you?

36. What sort of web-based conference programming (such as live streaming or separate web-casts) would provide the mostvalue to you?

12

37. What other comments and suggestions do you have about the conference?

Please provide some background about your involvement with APA Texas.

6. Your Involvement with APA Texas


38. How long have you been involved in planning?

Under 2 years

2 to 5 years

5 to 10 years

10 to 20 years

Over 20 years

39. What is your current role in planning?

I am a professional planner in the public sector

I am a professional planner in the private sector (including consulting)

I am a citizen planner or plan commissioner

My involvement currently includes more than one of the above

40. How long have you been actively involved in APA Texas?

Under 2 years

2 to 5 years

5 to 10 years

10 to 20 years

Over 20 years

13

41. Which APA Texas Section do you live in?

Central

East

Houston

Midwest

North Central

Northwest

Southmost

Southwest

West

I'm not sure

42. Which APA Texas Section do you work in?

Central

East

Houston

Midwest

North Central

Northwest

Southmost

Southwest

West

I'm not sure

43. What is your current role in APA Texas? Check all that apply.

I'm on the APA Texas Board of Directors

I'm on a Section Board of Directors

I have another committee or project responsibility

I'm a professional planner member

I'm a Planning & Zoning Commission member

I'm an academic member

I'm a student member

14

44. How long have you held leadership positions in APA Texas?

I'm not involved in APA Texas leadership

Under 2 years

2 to 5 years

5 to 10 years

10 to 20 years

Over 20 years


45. How involved are you currently with APA National? Check all that apply.

Not at all

I read magazines and online materials

I usually attend the National conferences

I attend the National conferences infrequently

I use other APA training programs and materials

I am active in an APA Division

46. What is your gender?

Female

Male

47. Do you have any other comments for us in preparation for the APATX Board retreat?

15



2. Online Survey Results

0.05

30.

053

0.15

8

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8

0.36

8

How

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r 20

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Wha

t is

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or

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plan

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How

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Wha

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ope

ratio

ns1

44

21

15

1

Dis

cuss

ion

of A

PA

Tex

as le

ader

ship

or

invo

lvem

ent i

n a

plan

ning

pol

icy

or is

sue

11

34

33

30

Team

-bui

ldin

g am

ong

colle

ague

s1

12

32

64

0E

valu

atin

g la

st y

ear's

act

iviti

es1

03

37

22

0E

nhan

cing

ski

lls fo

r effe

ctiv

e B

oard

se

rvic

e0

31

43

63

0

Whi

ch to

pics

are

mos

t im

porta

nt to

incl

ude

in th

e di

scus

sion

s at

the

2017

wor

ksho

p?

Ans

wer

Opt

ions

Not

re

leva

nt

for t

his

retre

at

Ess

entia

l to

disc

uss

at

this

retre

atI'm

not

sur

e

Rat

ing

Ave

rage

(7

is m

ax.)

Ser

vice

s A

PA

Tex

as s

houl

d pr

ovid

e its

m

embe

rs0

00

24

510

16.

10A

dvoc

atin

g go

od p

lann

ing

in T

exas

00

03

53

101

5.95

Incr

easi

ng p

rofe

ssio

nal

deve

lopm

ent/t

rain

ing

oppo

rtuni

ties

at th

e C

hapt

er a

nd S

ectio

n le

vels

00

02

64

91

5.95

Web

site

and

com

mun

icat

ion

with

m

embe

rs0

10

06

58

25.

90B

uild

ing

or e

nhan

cing

team

wor

k be

twee

n th

e C

hapt

er a

nd th

e S

ectio

ns0

11

23

59

15.

76B

road

enin

g ou

r mem

bers

hip

base

01

11

65

80

5.68

Enh

ance

men

ts to

the

AP

A T

exas

C

onfe

renc

e an

d S

hort

Cou

rse

11

01

55

81

5.62

AP

A T

exas

' rol

e in

pro

mot

ing

good

pl

anni

ng p

ract

ices

00

13

57

50

5.57

Bud

get o

r fin

anci

al is

sues

00

25

43

80

5.45

Pro

fess

iona

l dev

elop

men

t opp

ortu

nitie

s0

10

29

53

15.

30

Issu

es re

late

d to

the

Texa

s Le

gisl

atur

e0

05

23

66

05.

27C

hapt

er s

ervi

ces

for p

lann

ing

offic

ials

02

03

64

51

5.25

Eng

agin

g th

e 'm

illen

nial

gen

erat

ion'

of

plan

ners

01

23

310

21

5.19

Col

labo

ratio

n w

ith o

ther

rela

ted

prof

essi

ons

& n

on-p

rofit

s0

13

26

64

05.

14S

ucce

ssfu

l tra

nsiti

ons

in A

PA

Tex

as

lead

ersh

ip1

10

64

17

15.

10B

uild

ing

or e

nhan

cing

team

wor

k w

ithin

th

e B

oard

11

23

54

60

5.09

Res

pond

ing

to o

ppon

ents

of p

lann

ing

and/

or s

usta

inab

ility

02

32

27

41

5.05

Boa

rd fu

nctio

ns a

nd o

pera

tions

12

06

54

40

4.82

Oth

er (p

leas

e sp

ecify

)H

ow to

be

effe

ctiv

e an

d pe

rsua

sive

.

Ple

ase

shar

e yo

ur p

ersp

ectiv

e ab

out t

he im

porta

nce

of th

ese

trend

s to

pla

nnin

g ed

ucat

ion

and

prac

tice

in T

exas

.

Ans

wer

Opt

ions

I don

't th

ink

this

is

the

trend

Will

ca

use

no

chan

ge

May

ca

use

som

e ch

ange

Will

ca

use

sign

ifica

nt

chan

geI'm

not

su

re

Hou

sing

affo

rdab

ility

/wor

kfor

ce h

ousi

ng0

03

152

Incr

easi

ng c

ost t

o re

habi

litat

e ag

ing

publ

ic fa

cilit

ies

and

infra

stru

ctur

e0

05

140

Mor

e in

tere

st in

hav

ing

mob

ility

cho

ices

in

add

ition

to a

utos

00

713

0P

oliti

ciza

tion

of p

lann

ing

proc

esse

s1

06

130

Con

tinua

l cha

nge

in s

mar

tpho

ne a

nd

othe

r wire

less

tech

nolo

gy0

08

121

Incr

easi

ng p

olar

izat

ion

with

in

com

mun

ities

01

612

1D

eclin

ing

publ

ic fu

ndin

g fo

r pla

nnin

g pr

actic

e an

d ac

adem

ic p

rogr

ams

10

612

1

Com

mun

icat

ion

of in

crea

sing

ly c

ompl

ex

idea

s in

sim

pler

and

sho

rter w

ays

11

711

0In

crea

sed

need

for r

esili

ence

in

resp

ondi

ng to

una

ntic

ipat

ed c

hang

es0

26

112

An

incr

easi

ngly

div

erse

com

mun

ity

popu

latio

n1

09

100

New

abi

lity

to u

se 'b

ig d

ata'

and

'c

row

dsou

rcin

g' in

pla

nnin

g0

08

102

A la

rger

sha

re o

f the

pop

ulat

ion

is e

lder

ly0

012

90

Mor

e se

vere

sto

rms,

ext

rem

e w

eath

er

patte

rns

or o

ther

asp

ects

of c

limat

e ch

ange

10

109

1P

eopl

e ge

tting

thei

r new

s fro

m s

epar

ate

med

ia o

utle

ts w

ith d

istin

ct v

iew

s (r

athe

r th

an fr

om s

hare

d ou

tlets

per

ceiv

ed to

be

neut

ral)

03

49

3

Ple

ase

shar

e yo

ur p

ersp

ectiv

e ab

out t

he im

porta

nce

of th

ese

trend

s to

pla

nnin

g ed

ucat

ion

and

prac

tice

in T

exas

.In

crea

sing

exp

ecta

tion

that

resu

lts

shou

ld o

ccur

qui

ckly

(in

1 to

3 y

ears

, ra

ther

than

ove

r a d

ecad

e or

mor

e)3

18

80

Pla

nner

s pl

ayin

g an

incr

easi

ng ro

le a

s ad

voca

tes

for p

artic

ular

issu

es o

r gro

ups

31

88

0

Pla

nner

s pl

ayin

g an

incr

easi

ng ro

le in

co

mm

unity

or o

rgan

izat

iona

l lea

ders

hip

31

78

1Th

e 'M

illen

nial

Gen

erat

ion'

hav

ing

diffe

rent

val

ues

and

expe

ctat

ions

from

th

ose

of e

arlie

r gen

erat

ions

00

147

0

Gro

win

g ab

ility

of b

usin

esse

s an

d w

orke

rs to

loca

te a

nyw

here

in th

e w

orld

02

127

0

Ret

aini

ng in

stitu

tiona

l kno

wle

dge

as

'Bab

y B

oom

Gen

erat

ion'

pla

nner

s re

tire

01

116

2D

evel

opin

g st

rong

er ti

es b

etw

een

acad

emic

and

pra

ctic

ing

plan

ners

11

96

3In

tere

st in

fast

er a

pplic

atio

n of

new

re

sear

ch to

pra

ctic

e1

110

53

Cha

ngin

g de

mog

raph

ics

(age

& e

thni

city

) of

stu

dent

pop

ulat

ions

01

154

0Le

ss u

nder

stan

ding

of t

he p

lann

ing

prof

essi

on8

15

41

Inte

rest

in o

nlin

e ed

ucat

ion

15

83

3In

crea

se in

the

role

of p

lann

ing

inte

rnat

iona

lly (i

.e.,

outs

ide

the

U.S

.)2

68

22

Pre

ssur

e fo

r hiri

ng o

f int

er-d

isci

plin

ary

facu

lty m

embe

rs0

66

26

Thre

ats

to th

e te

nure

pro

cess

for

plan

ning

facu

lty m

embe

rs0

73

28

The

econ

omic

retu

rn o

n ho

me

owne

rshi

p m

ay b

e lo

wer

than

in th

e pa

st2

511

11

Incr

easi

n g n

umbe

rs o

f 'no

n-tra

ditio

nal'

and

part-

time

stud

ents

14

111

3

Are

ther

e ot

her t

rend

s th

at w

ill c

ause

m

ore

chan

ge to

pla

nnin

g pr

actic

e? I

f so,

lis

t tho

se h

ere.

I use

d I d

on't

thin

k th

is th

e tre

nd to

co

mm

unic

ate

I am

not

sur

e th

is h

as

chan

ged

over

the

last

10+

yea

rs.

auto

nom

ous

vehi

cles

Sel

f-driv

ing

vehi

cles

and

the

impa

ct o

n tra

nspo

rtatio

n sy

stem

s

4. D

o yo

u ha

ve o

ther

sug

gest

ions

ab

out t

opic

s to

add

ress

at t

he

Stra

tegi

c A

ctio

n W

orks

hop?

Wha

t is

our (

indi

vidu

al a

nd c

olle

ctiv

e)

stor

ies/

elev

ator

spe

eche

s ab

out p

lann

ing

and

its b

enef

its?

I thi

nk th

e m

ost i

mpo

rtant

issu

es th

is y

ear

is a

goo

d un

ders

tand

ing

of th

e im

pact

s fro

m n

atio

nal c

onfe

renc

e an

d a

good

pl

an fo

r tra

nsiti

on o

f lea

ders

hip

of th

e co

nfer

ence

coo

rdin

ator

as

wel

l as

a pl

an

to g

et m

ore

activ

e se

ctio

n pa

rtici

patio

n.

How

con

sist

ent i

s th

is V

isio

n S

tate

men

t with

you

r vie

ws

abou

t wha

t AP

A

Texa

s sh

ould

be

and

do?

Ans

wer

Opt

ions

%V

ery

cons

iste

nt68

.2%

Som

ewha

t con

sist

ent

31.8

%S

omew

hat i

ncon

sist

ent

0.0%

Ver

y in

cons

iste

nt0.

0%I'm

not

sur

e0.

0%P

leas

e sh

are

addi

tiona

l com

men

ts h

ere:

resp

onsi

bilit

y fo

r lea

ders

hip

coul

d be

stro

nger

I wou

ld re

mov

e th

e re

spec

ted

lead

er a

nd p

artn

er la

ngua

ge.

Add

equ

itabl

e

How

effe

ctiv

e ha

s A

PA

Tex

as b

een

in a

chie

ving

this

vis

ion

in th

e pa

st tw

o ye

ars?

Ans

wer

Opt

ions

%I'm

not

sur

e9.

1%V

ery

inef

fect

ive

0.0%

Som

ewha

t ine

ffect

ive

4.5%

Ave

rage

18.2

%S

omew

hat e

ffect

ive

54.5

%V

ery

effe

ctiv

e13

.6%

Ple

ase

shar

e ad

ditio

nal c

omm

ents

her

e:Th

e po

litic

al c

limat

e is

sla

nted

aw

ay fr

om u

s w

ith a

gro

win

g hy

ster

ia a

gain

st

scie

nce

and

soun

d pl

anni

ng.

We'

ve s

tarte

d bu

t can

acc

ompl

ish

mor

e in

exp

lain

ing

wha

t pla

nner

s do

.

How

effe

ctiv

e ha

s A

PA

Tex

as b

een

in a

chie

ving

this

goa

l dur

ing

the

past

two

year

s?

I'm n

ot

sure

Ver

y in

effe

ctiv

eS

omew

hat

inef

fect

ive

Ave

rage

Som

ewha

t ef

fect

ive

Ver

y ef

fect

ive

Goa

l 6: A

PA

Tex

as w

ill u

se C

hapt

er a

nd S

ectio

n re

sour

ces

to S

ER

VE

its

prof

essi

onal

, app

oint

ed/e

lect

ed, a

cade

mic

and

stu

dent

mem

bers

.4.

5%0.

0%4.

5%22

.7%

27.3

%40

.9%

Goa

l 5: A

PA

Tex

as w

ill IN

SP

IRE

bui

ldin

g gr

eat c

omm

uniti

es th

at m

eet t

he

need

s of

Tex

ans

and

bene

fit fr

om o

ur s

tate

's c

hara

cter

, clim

ate

and

othe

r as

sets

.9.

1%0.

0%9.

1%27

.3%

36.4

%18

.2%

Goa

l 2: A

PA

Tex

as w

ill C

OM

MU

NIC

ATE

AN

D E

NG

AG

E to

fost

er q

ualit

y le

ader

ship

and

par

ticip

atio

n an

d to

pro

vide

the

best

pla

nnin

g in

form

atio

n.4.

5%0.

0%0.

0%31

.8%

50.0

%13

.6%

Goa

l 4: A

PA

Tex

as w

ill A

DV

OC

ATE

for p

lann

ing,

pla

nnin

g le

ader

s an

d go

od

gove

rnm

ent i

n ou

r uni

que

Texa

s se

tting

.9.

1%0.

0%4.

5%27

.3%

45.5

%13

.6%

Goa

l 1: A

PA

Tex

as w

ill L

EA

D th

e pl

anni

ng m

ovem

ent i

n th

is s

tate

.9.

1%0.

0%9.

1%31

.8%

36.4

%13

.6%

Goa

l 3: A

PA

Tex

as w

ill P

AR

TNE

R w

ith o

ther

Tex

as p

rofe

ssio

nal o

rgan

izat

ions

an

d no

n-pr

ofits

to le

vera

ge re

sour

ces

and

build

coa

litio

ns.

13.6

%4.

5%22

.7%

27.3

%22

.7%

9.1%

Ple

ase

shar

e ad

ditio

nal c

omm

ents

her

e:G

oal 1

Com

men

tsW

e ne

ed le

gisl

ator

s al

so, s

o w

e ne

ed to

find

mem

bers

to ru

n fo

r sta

te o

ffice

. K

im, I

'm lo

okin

g at

you

.A

rchi

tect

s se

em to

hav

e as

muc

h of

an

influ

ence

and

are

bet

ter f

unde

d

We

cond

uct t

he b

est c

onfe

renc

e an

d tra

inin

g fo

r Tex

as p

lann

ers

and

offic

ials

.Th

is g

oal i

s a

little

con

fusi

ng w

ith G

oal 4

. Sta

te le

ader

s he

ld a

Sec

tion

Dire

ctor

Tr

aini

ng in

Lea

key

this

yea

r. G

oal 2

Com

men

tsS

ee c

omm

ent #

1.N

ew C

hapt

er w

ebsi

te h

as im

prov

ed c

omm

unic

atio

n bu

t fur

ther

impr

ovem

ents

ar

e ne

eded

.W

e ha

ve re

invi

gora

ted

regi

onal

wor

ksho

ps, r

evam

ped

the

web

site

, sta

rted

Gre

at P

lace

s in

Tex

as

Pas

t tw

o ye

ars

- bet

ter c

omm

unic

atio

n an

d us

e of

soc

ial m

edia

. We

need

mor

e co

nsta

nt c

omm

unic

atio

n.

Goa

l 3 C

omm

ents

Pla

n4H

ealth

pro

gram

has

bee

n ve

ry e

ffect

ive.

I fee

l tha

t ULI

, AIA

, US

GB

C, A

SLA

, etc

. do

not u

nder

stan

d th

e im

porta

nce

of

plan

ning

. Whe

n bu

dget

s ar

e cu

t for

dev

elop

men

t, th

e fir

st 2

item

s th

at g

o ar

e pl

anni

ng a

nd la

ndsc

ape

arch

itect

ure.

I ha

ve n

otic

ed a

lot o

f the

larg

er

engi

neer

ing

firm

s ar

e st

artin

g pl

anni

ng d

epar

tmen

ts b

ut a

lot l

ack

the

expe

rienc

e. W

e ne

ed a

pla

ce a

the

tabl

e fo

r ULI

and

AIA

.P

artn

ersh

ip w

ith C

NU

, ULI

, and

Tex

as P

ublic

Hea

lth A

ssoc

iatio

n.

Goa

l 4 C

omm

ents

I sel

ecte

d av

erag

e be

caus

e I a

m n

ot s

ure

ther

e is

a lo

t of d

iscu

ssio

n on

wha

t to

advo

cate

for.

I th

ink

it is

one

or t

wo

peop

le d

ecid

e th

is.

I thi

nk w

e sh

ould

re

ach

out t

o th

e m

embe

rs m

ore

with

a ro

und

tabl

e.

Wor

kin g

with

TM

L, w

e m

inim

ized

the

nega

tive

impa

cts

of th

e le

gisl

ativ

e se

ssio

n.P

ast t

wo

year

s - m

uch

mor

e in

volv

emen

t with

adv

ocac

y an

d le

gisl

ativ

e is

sues

, bu

t we

have

to d

o a

bette

r job

in c

omm

unic

atin

g th

is w

ith th

e st

ate.

Let

ters

w

ritte

n on

beh

alf o

f Tex

as A

PA

sho

uld

be p

oste

d on

the

web

site

so

mem

bers

ca

n se

e w

hat w

e ar

e do

ing

to A

dvoc

ate.

G

oal 5

Com

men

tsTh

e gr

eat p

lace

s w

as a

goo

d ev

iden

ce o

f thi

s.

New

Gre

at P

lace

s pr

ogra

m d

oes

insp

ire o

ther

s to

ach

ieve

bet

ter c

omm

uniti

es.

EP

L, M

ento

rshi

p P

rogr

am. B

ut th

at m

ay b

e hi

ghlig

hted

in G

oal 6

. G

oal 6

Com

men

tsC

hapt

er in

crea

sed

amou

nt o

f res

ourc

es d

edic

atio

n to

ser

ving

mem

bers

by

near

ly d

oubl

e th

e pr

evio

us y

ear's

ave

rage

.R

oad-

trip

for E

lect

ed a

nd A

ppoi

nted

Offi

cial

s is

an

asse

t to

expa

nd o

n. N

ot

sure

wha

t we

are

doin

g fo

r stu

dent

mem

bers

oth

er th

an o

fferin

g di

scou

nted

re

gist

ratio

n. E

PL?

Do

you

have

oth

er c

omm

ents

abo

ut A

PA

Tex

as' a

bilit

y to

ac

hiev

e th

is V

isio

n an

d th

ese

goal

s?W

e ha

ve g

reat

lead

ersh

ip, b

ut w

e ne

ed to

get

them

ele

cted

to o

ur s

tate

le

gisl

atur

e to

mak

e m

eani

ngfu

l cha

nge.

Man

y of

thes

e ar

e lo

ng-te

rm g

oals

, tha

t will

take

mor

e tim

e to

real

ly s

ee

fruiti

on.

I thi

nk it

's o

nly

goin

g to

get

bet

ter.

I thi

nk s

ome

of th

ese

goal

s ca

n be

com

bine

d. T

here

are

sev

eral

that

ove

rlap.

Dur

ing

the

past

two

year

s, w

hat i

s th

e m

ost c

omm

on c

omm

ent y

ou'v

e he

ard

abou

t AP

A T

exas

from

its

mem

bers

?Te

xas

need

s pl

anne

rs.

It ju

st d

oes

not s

eem

to w

ant t

hem

.W

e ne

ed m

ore

CM

cre

dits

opp

ortu

nitie

s th

at a

re c

heap

. W

hy a

re w

e go

ing

back

to F

risco

for a

con

fere

nce.

.Th

ank

you

for c

omin

g ou

t her

e.

Con

fere

nce

is g

reat

but

we

need

insp

iring

key

note

and

less

, but

bet

ter s

essi

ons.

And

Tex

as is

hig

hly

resp

ecte

d am

ong

AP

A s

taff.

Th

at o

ur a

nnua

l con

fere

nce

is b

enef

icia

l and

enj

oyab

le.

S

ectio

ns d

o no

t do

enou

gh (f

rom

the

smal

ler s

ectio

ns) h

owev

er, I

feel

a s

ectio

n is

onl

y as

goo

d as

it's

lead

ersh

ip.

Sec

tion

mem

bers

are

not

aw

are

that

AP

A-T

X d

oes

anyt

hing

oth

er th

an th

e st

ate

conf

eren

ce.

Not

eno

ugh

activ

ities

at t

he lo

cal l

evel

The

conf

eren

ce n

eeds

to b

e re

thou

ght,

and

ther

e is

not

a lo

t of v

alue

for t

he p

rice

of m

embe

rshi

p. T

hat i

s m

ore

of a

nat

iona

l AP

A is

sue.

How

ever

, peo

ple

seem

to li

ke E

PL

and

the

Key

note

spe

aker

s at

the

conf

eren

ce. I

n ad

ditio

n, th

e Le

gacy

Pro

ject

has

bee

n su

cces

sful

, as

wel

l as

the

Cha

pter

's in

tera

ctio

n w

ith T

ML.

"I

did

n't k

now

that

" or "

why

are

we

goin

g ba

ck to

Fris

co".

N

eed

fresh

idea

s/ev

ents

at s

tate

con

fere

nce.

That

AP

A d

oesn

't do

eno

ugh

to p

artic

ipat

e in

pub

lic d

isco

urse

rega

rdin

g em

ergi

ng p

lann

ing

trend

s, th

at to

rch

is g

ener

ally

left

up to

AIA

and

ULI

.

Wha

t wer

e th

e m

ost s

igni

fican

t acc

ompl

ishm

ents

for A

PA

Tex

as d

urin

g th

e pa

st tw

o ye

ars?

I thi

nk w

e've

don

e w

ell p

artn

erin

g w

ith a

ssoc

iate

d pr

ofes

sion

als.

Gre

at P

lace

s an

d w

ebsi

te u

pdat

eE

mer

ging

Pla

nnin

g Le

ader

s, P

lan4

Hea

lth, C

hapt

er C

onfe

renc

e, A

ICP

Exa

m T

rain

ing,

Reg

iona

l Wor

ksho

ps, B

ig 6

/Big

2, G

reat

Pla

ces

Reg

iona

l wor

ksho

ps.

Rea

chin

g ou

t to

sect

ions

. Lo

okin

g ah

ead

to re

venu

e pr

ojec

tions

and

how

to a

chie

ve m

ore

thin

gs fo

r mem

bers

. E

stab

lishm

ent o

f Gre

at P

lace

s in

Tex

as p

rogr

am, C

reat

ion

of m

obile

-frie

ndly

web

site

, Tex

as E

mer

ging

Pla

nnin

g Le

ader

sB

ette

r job

in c

omm

unic

atin

g an

d ge

tting

aro

und

to d

iffer

ent s

ectio

ns.

Our

new

web

site

and

the

resu

lts o

f our

par

tner

ship

s w

ith o

ther

pro

fess

iona

l org

aniz

atio

ns.

O

btai

ning

gra

nts

for P

lan

4 H

ealth

Sup

porti

ng th

e co

mm

unity

in re

cogn

izin

g gr

eat p

lann

ing

with

in c

ities

Cha

pter

Con

fere

nces

Pla

n4H

ealth

gra

nts

Em

ergi

ng P

lann

ing

Lead

ers,

TM

L, a

nd P

lan

4 H

ealth

New

Web

site

, Gre

at P

lace

s in

Tex

asP

lann

ing

Men

tors

hip

Pro

gram

; Gre

at P

lace

s in

Tex

as p

rogr

am; r

ecor

d at

tend

ance

at c

onfe

renc

es

Wha

t wer

e th

e gr

eate

st c

halle

nges

for A

PA

Tex

as d

urin

g th

e pa

st tw

o ye

ars?

The

polit

ical

clim

ate.

Get

ting

parti

cipa

tion

from

mem

bers

and

new

lead

ersh

ipE

n gag

ing

PS

Os,

mor

e m

embe

rs fr

om p

lann

ing

com

mis

sion

ers

Siz

e of

the

stat

e an

d di

stan

ce w

ithin

sec

tions

. Li

mita

tion

on c

onfe

renc

e lo

catio

n du

e to

siz

e of

the

org

and

expe

nses

. La

ck o

f rev

enue

. C

onfe

renc

e lo

catio

n se

lect

ion,

O

bvio

usly

con

fere

nce

chan

ges

and

loca

tion

dete

rmin

atio

n.

Cho

osin

g lo

catio

ns fo

r the

ann

ual c

onfe

renc

e an

d ef

forts

to k

eep

youn

g pl

anne

rs e

ngag

ed.

G

ettin

g th

e m

ore

spre

ad o

ut s

ectio

ns a

ctiv

e (W

est,

Nor

thw

est,

Eas

t)

Mai

ntai

ning

rele

vanc

y am

ongs

t com

petit

ion

from

ULI

and

CN

U.

getti

ng m

embe

rs to

par

ticip

ate

Incr

easi

n g d

iver

sity

in th

e pr

ofes

sion

bot

h et

hnic

and

gen

der.

New

Web

site

, Ini

tiatin

g th

e tra

nsiti

on b

etw

een

Lega

cy L

eade

rs to

Em

ergi

ng L

eade

rsla

ck o

f vol

unte

ers

I thi

nk th

is is

a g

reat

pro

gram

that

will

ben

efit

our o

rgan

izat

ion.

Thos

e gr

eat p

lace

s ar

e w

hat a

ttrac

t peo

ple

to o

ur

com

mun

ities

and

allo

w th

em to

thriv

e.P

artic

ipat

ion

was

diff

icul

t for

mem

bers

loca

ted

outs

ide

maj

or m

etro

polit

an

area

s.It

is a

goo

d be

ginn

ing

depe

nds

on th

e ar

ea, s

ome

mor

e su

cces

sful

than

oth

ers

but t

hose

that

pa

rtici

pate

see

m to

real

ly e

njoy

it.

M

ost o

f the

EP

L le

ader

s ar

e no

w in

Sec

tion/

Sta

te le

ader

ship

. W

e ca

n't l

et th

e pr

ogra

m lo

se it

s m

omen

tum

- M

ento

rshi

p pr

ogra

m

parti

cipa

tion

has

been

dec

reas

ing.

C

onfe

renc

e ac

tiviti

es a

re g

ood;

men

tors

hip

prog

ram

stil

l has

gro

win

g pa

ins.

0.04

80.

048

0.14

3

0.04

8

0.47

6

0.23

8

How

effe

ctiv

e do

you

thin

k th

e A

PA

Tex

as E

mer

ging

P

lann

ing

Lead

ers

prog

ram

has

bee

n ov

er th

e pa

st tw

o ye

ars?

I do

not k

now

eno

ugh

abou

t Em

ergi

ng P

lann

ing

Lead

ers

Ver

y in

effe

ctiv

e

Som

ewha

t ine

ffect

ive

Ave

rage

Som

ewha

t effe

ctiv

e

Ver

y ef

fect

ive

0.04

80

00.

048

0.33

30.

571

How

effe

ctiv

e do

you

thin

k th

e A

PA

Tex

as G

reat

Pla

ces

in T

exas

pro

gram

has

bee

n ov

er th

e pa

st y

ear (

sinc

e it

was

sta

rted

in 2

016)

?

I do

not k

now

eno

ugh

abou

t Gre

at P

lace

s in

Texa

s

Ver

y in

effe

ctiv

e

Som

ewha

t ine

ffect

ive

Ave

rage

Som

ewha

t effe

ctiv

e

Ver

y ef

fect

ive

Nat

iona

l AP

A h

as u

pdat

ed th

e C

hapt

er P

erfo

rman

ce C

riter

ia th

at e

ach

Cha

pter

sho

uld

mee

t or

exce

ed.

How

wel

l has

AP

A T

exas

don

e on

thes

e cr

iteria

dur

ing

the

past

two

year

s?

Ans

wer

Opt

ions

Com

plet

ed o

r ex

ceed

ed

Mos

tly

com

plet

ed

Som

ewha

t co

mpl

eted

Not

ad

dres

sed

or

inco

mpl

ete

I'm n

ot

sure

Rat

ing

Ave

rage

Rea

chin

g ou

t to

plan

com

mis

sion

ers

34

31

83.

37P

repa

ring

an a

nnua

l rep

ort

71

22

83.

15E

n gag

ing

the

publ

ic d

urin

g N

atio

nal C

omm

u5

53

25

2.85

Rec

ruiti

n g a

nd re

tain

ing

mem

bers

66

51

22.

35A

ddre

ssin

g le

gisl

ativ

e an

d po

licy

issu

es6

91

13

2.30

Hav

ing

a qu

antif

iabl

e w

ork

plan

for s

hort-

term

131

10

52.

15H

avin

g a

long

-term

vis

ion

or p

lan

for p

rogr

am11

50

04

2.05

Usi

n g th

e "O

ne A

PA

" log

otyp

e13

20

14

2.05

Rea

chin

g ou

t to

yout

h, s

tude

nts

& n

ew p

rofe

88

20

22.

00P

artic

ipat

ing

in n

atio

nal l

eade

rshi

p m

eetin

gs14

20

04

1.90

Com

mun

icat

ing

with

mem

bers

88

31

01.

85P

lann

ing

for l

eade

rshi

p tra

nsiti

on10

62

11

1.85

Hav

ing

a m

issi

on s

tate

men

t15

20

03

1.70

Pro

vidi

n g fi

nanc

ial r

epor

ting

& ta

x re

turn

s16

10

03

1.65

Pro

vidi

n g p

rofe

ssio

nal d

evel

opm

ent o

ppor

tu12

44

00

1.60

Hol

din g

an

annu

al C

hapt

er b

usin

ess

mee

ting

170

11

01.

26H

avin

g cu

rren

t byl

aws

181

00

11.

25H

avin

g an

aw

ards

pro

gram

191

00

01.

05H

avin

g a

loca

l Gre

at P

lace

s pr

ogra

m19

10

00

1.05

Ado

ptin

g an

d fo

llow

ing

a bu

dget

200

00

01.

00

How

impo

rtant

will

thes

e pr

ogra

mm

ing

issu

es b

e fo

r AP

A T

exas

ove

r the

nex

t fiv

e ye

ars?

Rat

e th

e im

porta

nce

of e

ach

of

the

issu

es o

n th

e lis

t.

Ans

wer

Opt

ions

Not

impo

rtant

at

all

Ess

entia

lR

atin

g A

vera

geP

rovi

din g

edu

catio

n &

trai

ning

on

emer

ging

pl

anni

ng tr

ends

& to

pics

00

00

15

146.

65B

eing

a re

sour

ce a

nd a

voi

ce fo

r pla

nnin

g in

Tex

as0

00

01

910

6.45

Ret

aini

ng o

r gro

win

g m

embe

rshi

p0

00

04

412

6.40

Sha

ring

the

tool

s an

d te

chni

ques

fo

r pla

nnin

g in

nova

tion

00

00

37

106.

35

Giv

ing

mem

bers

opp

ortu

nitie

s to

net

wor

k0

00

12

89

6.25

Ser

ving

as

a pa

rtner

with

oth

er p

rofe

ssio

nal

orga

niza

tions

00

12

46

65.

74P

rovi

ding

edu

catio

n on

the

'nut

s an

d bo

lts'

of p

lann

ing

00

03

69

25.

50O

ther

pro

gram

min

g is

sues

Get

ting

our m

embe

rshi

p el

ecte

d to

the

stat

e le

gisl

atur

e.

How

impo

rtant

will

issu

es o

f ser

vice

del

iver

y be

for A

PA

Tex

as o

ver t

he n

ext f

ive

year

s? R

ate

the

impo

rtanc

e of

eac

h of

th

e is

sues

on

the

list.

Ans

wer

Opt

ions

Not

impo

rtant

at

all

Ess

entia

lR

atin

g A

vera

geP

rovi

ding

ser

vice

s fo

r pro

fess

iona

l pla

nner

s0

00

02

711

6.45

Kee

pin g

up

with

tech

nolo

gy0

00

03

710

6.35

Usi

n g e

volv

ing

soci

al m

edia

tool

s fo

r com

mu

00

00

45

116.

35M

akin

g in

form

atio

n on

bes

t pra

ctic

es re

adily

0

00

04

79

6.25

Inno

vatio

n in

del

iver

ing

mem

ber s

ervi

ces

00

02

36

96.

10P

rovi

din g

ser

vice

s to

stu

dent

pla

nner

s0

10

15

58

5.85

Pro

vidi

n g s

ervi

ces

for c

itize

n pl

anne

rs (l

ike

p0

00

18

56

5.80

Pro

vidi

n g m

ore

serv

ices

with

few

er re

sour

ce0

00

28

37

5.75

Oth

er s

ervi

ce d

eliv

ery

issu

es

The

last

poi

nt is

ess

entia

l, ho

wev

er, t

he

issu

e re

ally

is "h

ow to

mak

e m

embe

rs (a

nd

non-

mem

bers

) aw

are

of in

form

atio

n on

bes

t pr

actic

es".

A lo

t of t

his

info

rmat

ion

is th

ere,

pe

ople

just

don

't kn

ow h

ow to

acc

ess

it.

Con

tinui

n g o

ur c

onne

ctio

n an

d in

volv

emen

t of

nat

iona

l. W

e've

mad

e gr

eat s

tride

s in

re

cent

yea

rs b

ut n

eed

to c

ontin

ue th

at

goin

g fo

rwar

d.

How

do

you

expe

ct th

e ne

xt fi

ve y

ears

(thr

ough

202

2) to

be

diffe

rent

from

the

last

two

year

s (2

015-

201

7) fo

r AP

A T

exas

, in

term

s of

eith

er c

halle

nges

or o

ppor

tuni

ties?

Hop

eful

ly, w

e'll

see

the

cras

hing

end

of t

he a

nti-s

cien

ce te

a pa

rty m

ovem

ent,

and

a re

turn

to m

ore

fact

-bas

ed, r

atio

nal d

isco

urse

.C

halle

n ges

from

oth

er o

rgan

izat

ions

take

n m

embe

rshi

p tim

eG

reat

er c

halle

nges

in o

verc

omin

g po

litic

al o

bsta

cles

to g

ood

plan

ning

.In

crea

se in

ser

vice

s w

ill c

ost t

he o

rgan

izat

ion

mon

ey.

We

need

to h

ave

a lo

ng-te

rm s

trate

gic

finan

cial

pla

n. I

ncre

ases

in d

ues

and

conf

eren

ce fe

es,

sp

onso

rshi

ps, w

ill h

elp

addr

ess

this

. E

xpec

t we

will

sta

ff up

. W

ill M

ike

retir

e in

this

tim

efra

me-

-how

do

we

plan

for t

hat s

ucce

ssio

n w

hene

ver i

t occ

urs?

C

urre

nt p

oliti

cal c

limat

e - S

tate

and

Fed

eral

hos

tility

tow

ards

pla

nnin

g

Exc

iting

to h

ave

Nat

iona

l con

fere

nce

in T

exas

but

nee

d to

pla

n fo

r dec

reas

e re

venu

e an

d re

crui

tmen

t of v

olun

teer

s in

the

Hou

ston

are

a.

Nee

d to

less

en "n

uts

and

bolts

" and

mak

e su

re w

e ar

e m

eetin

g te

chno

logy

tren

ds th

at w

ill c

hang

e a

lot o

f how

we

plan

. M

ore

serv

ices

will

be

expe

cted

with

few

er re

sour

ces

to d

eliv

er th

ese

serv

ices

.C

han g

e in

lead

ersh

ip; t

he c

urre

nt le

ader

ship

is s

tarti

ng to

tran

sitio

n ou

t for

a y

oung

er g

ener

atio

n. T

his

can

be b

oth

good

and

bad

. The

key

is to

mak

e su

re

the

trans

ition

is a

s sm

ooth

as

poss

ible

.Id

entif

ying

, pro

mot

ing,

and

gro

win

g ne

w le

ader

ship

Tigh

ter b

udge

ts, t

umul

tuou

s po

litic

s, p

ossi

bly

stag

nant

mem

berh

ipK

eepi

ng A

PA

and

the

TEX

AS

AP

A C

onfe

renc

e ex

citin

g, n

ew, a

nd re

leva

nt. Y

oung

er p

lann

ers

wan

t to

atte

nd m

ore

"hip

" con

fere

nces

. In

addi

tion,

as

lega

cy s

peak

ers

begi

n to

retir

e, h

ow w

e w

ill w

e tra

in n

ew p

lann

ers

to s

tep

up.

Dec

reas

ing

budg

ets

Ther

e w

ill b

e a

sign

ifica

nt u

ptic

k in

opp

ortu

ntie

s fo

r AP

A T

exas

to ta

ke o

n a

lead

ersh

ip ro

le in

sha

ping

pub

lic d

isco

urce

rega

rdin

g em

ergi

ng p

lann

ing

trend

s, p

artic

ular

ly in

sm

art c

ities

and

resi

lienc

y.

Wha

t cha

nges

wou

ld in

crea

se th

e va

lue

you

rece

ive

from

AP

A T

exas

Sec

tions

?Th

ere

is a

goo

d te

am in

pla

ce.

Kee

p th

e m

omen

tum

goi

ng.

pred

icta

bilit

yM

ore

invo

lvem

ent i

n C

hapt

er a

ctiv

ities

and

gov

erna

nce.

H

ones

tly, n

ot a

s in

form

ed o

f sec

tion

stuf

f. E

very

one

uses

Con

stan

t Con

tact

whi

ch e

nds

up in

junk

mai

l. P

erha

ps a

dditi

onal

com

mun

icat

ion

met

hods

.

Impr

oved

out

reac

h to

mem

bers

.R

e gul

ar s

ectio

n m

eetin

gM

ore

netw

orki

ng a

nd C

M o

ppor

tuni

ties

Bet

ter c

omm

unic

atio

n be

twee

n th

e C

hapt

er a

nd S

ectio

ns. H

avin

g th

e S

ectio

ns d

o m

ore

prog

ram

min

g.

Mor

e pr

ogra

ms

- lun

ch &

lear

ns, C

M c

redi

t ses

sion

s, n

etw

orki

ng o

ppor

tuni

ties,

any

thin

g!

Wha

t pro

ject

or a

ctiv

ity (c

urre

nt o

r new

) is

mos

t im

porta

nt fo

r AP

A T

exas

to c

ompl

ete

by 2

022?

Why

is it

a to

p pr

iorit

y?G

ettin

g ou

r mem

bers

hip

elec

ted

to th

e le

gisl

atur

e.A

sta

ndar

d pr

otoc

ol fo

r mee

tings

20

20 N

PC

Hou

ston

, inc

reas

e le

gisl

ativ

e ad

voca

cy, c

ontin

ue im

prov

ing

com

mun

icat

ions

.R

evam

pin g

the

conf

eren

ce.

The

depa

rture

of t

he c

onfe

renc

e co

ordi

nato

r is

an o

ppor

tuni

ty to

cha

nge

this

up

to b

e m

ore

exci

ting

and

to c

hang

e th

e lo

catio

n.

-G

ood

soci

al m

edia

pla

tform

that

is fa

r gre

ater

reac

hing

than

wha

t is

curr

ently

is.

-A

bilit

y to

be

nim

ble

and

effe

ctiv

e at

adv

ocac

y.

-Men

torin

g pr

ogra

m -

don'

t let

it d

ie, b

ut ra

ther

con

tinue

to re

vive

and

thriv

e. It

's a

n im

porta

nt p

rogr

am th

at o

ther

pro

fess

ions

don

't of

fer.

Kee

pin g

the

annu

al c

onfe

renc

e fre

sh a

nd re

leva

nt.

Pro

vide

gre

at tr

aini

ng to

ols

to o

ur m

embe

rs th

at a

re a

cces

sibl

e to

all

mem

bers

not

just

cer

tain

mem

ber i

n th

e S

ectio

ns th

at h

ave

the

reso

urce

s an

d to

ols

to

do

so.

This

cou

ld b

uild

and

reta

in m

embe

rshi

p in

rura

l sec

tions

.N

ew a

war

ds p

rogr

am c

ateg

orie

s th

at a

lign

with

nat

iona

lM

ore

serv

ices

for m

embe

rsC

omm

unic

atio

ns. H

avin

g a

robu

st a

nd e

ffect

ive

com

mun

icat

ion

netw

ork

in p

lace

for t

he C

hapt

er, i

nclu

ding

upd

ated

con

tent

on

the

web

site

, use

of s

ocia

l m

edia

, and

new

info

rmat

ion

sent

mon

thly

thro

ugh

new

slet

ters

. S

harin

g be

st p

ract

ices

and

pro

vidi

ng in

form

atio

n on

wha

t oth

er c

ities

are

doi

ng.

Mos

t citi

es u

se c

ompa

rison

s w

ith "p

eer c

ities

" and

oth

er c

ities

aro

und

the

stat

e w

hen

cons

ider

ing

new

ord

inan

ces,

pro

ject

s, o

r pro

gram

s. A

reso

urce

to e

asily

get

goo

d ex

ampl

es a

nd/o

r com

paris

ons

with

oth

er c

ities

wou

ld b

e he

lpfu

l in

com

mun

icat

ing

the

bene

fits

of g

ood

plan

ning

to in

crea

sing

ly s

kept

ical

citi

zens

and

ele

cted

offi

cial

s.H

ost a

n aw

esom

e N

atio

nal C

onfe

renc

e in

Hou

ston

.

Wha

t cha

nges

sho

uld

AP

A T

exas

con

side

r to

be s

ucce

ssfu

l ove

r the

long

-term

futu

re?

Get

ting

our m

embe

rs e

lect

ed to

the

stat

e le

gisl

atur

e.R

each

out

to n

ew m

embe

rs, a

nd to

dep

artin

g m

embe

rs.

Adv

ocac

y. I

dent

ifyin

g pl

anne

rs a

s "t

he p

eopl

e to

cal

l." E

lect

ing

plan

ners

to o

ffice

. C

onve

rt al

l min

imum

Cha

pter

and

Sec

tion

requ

irem

ents

into

ben

chm

arks

and

kee

p tre

nd d

ata

to d

eter

min

e ou

r ann

ual p

erfo

rman

ce. W

e ne

ed a

ssoc

iate

d ch

arts

to in

clud

e in

our

Ann

ual R

epor

t. O

vera

ll, A

PA

Tex

as is

gre

at a

nd a

mod

el c

hapt

er.

Mik

e is

the

best

and

we

have

gre

at u

pcom

ing

lead

ers.

Nee

d to

sup

port

Mik

e an

d fin

d hi

s lo

ng-te

rm

repl

acem

ent.

Focu

s on

suc

cess

ful p

rogr

ams

and

even

ts a

nd fi

ne-tu

ne th

em fo

r the

ir co

ntin

ued

succ

ess.

Pos

sibl

y lin

king

ver

y su

cces

sful

sec

tions

with

thos

e se

ctio

ns th

at a

re n

ot a

s ac

tive

thro

ugh

web

inar

s su

ch a

s G

o To

Mee

ting,

Sky

pe, e

tc. s

o ea

ch m

embe

r in

the

Wes

t, N

orth

wes

t, E

ast,

etc.

has

the

sam

e op

portu

nitie

s as

thos

e in

a h

ighe

r den

sity

sec

tion

with

out s

pend

ing

addi

tiona

l fun

ds.

Gro

win

g ou

r mem

bers

hip

in a

ll ca

tago

ries

Con

tinui

ng to

dev

elop

a b

asic

leve

l ser

vice

, a c

lear

pat

hway

to le

ader

ship

in A

PA

, and

con

nect

ing

mem

bers

with

info

rmat

ion

and

new

opp

ortu

nitie

s.I t

hink

we

have

bee

n di

scus

sing

suc

cess

ion

plan

ning

for y

ears

now

, but

it is

bei

ng im

plem

ente

d ve

ry s

low

ly. I

s th

ere

a re

ason

for t

his?

Hav

e w

e no

t bee

n ab

le to

iden

tify

new

lead

ers?

Or a

re L

egac

y le

ader

s w

antin

g to

sta

y in

? H

ave

mor

e th

an o

ne p

aid

empl

oyee

to fo

cus

full-

time

on A

PA

.

Why

do

you

atte

nd th

e A

PA

Tex

as C

hapt

er A

nnua

l Con

fere

nce?

Ran

k th

ese

choi

ces,

with

'1' b

eing

you

r top

cho

ice.

Ans

wer

Opt

ions

12

34

56

7R

atin

g A

vera

geS

ocia

l eve

nts

00

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55.

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obile

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ksho

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Ke y

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aker

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71

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iver

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e lo

catio

n of

the

conf

eren

02

36

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etw

orki

n g w

ith m

y pl

anni

ng fr

iend

s a

54

41

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arni

n g A

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tific

atio

n M

aint

enan

c7

53

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lity

and

cont

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f con

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nce

sess

67

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0

How

man

y A

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Tex

as C

hapt

er A

nnua

l Con

fere

nces

hav

e yo

u at

tend

ed?

10 o

r mor

e co

nfer

ence

s

5 to

9 c

onfe

renc

es

1 to

4 c

onfe

renc

es

I hav

e ne

ver a

ttend

ed a

conf

eren

ce

0.57

9

0.36

80.05

30

How

do

you

feel

abo

ut th

e ov

eral

l val

ue o

f the

con

fere

nce?

Exc

elle

nt

Goo

d

Ave

rage

Poo

r

Oth

er (p

leas

e sp

ecify

)O

ther

(ple

ase

spec

ify)

Gov

ernm

ent R

ate

If I l

eave

with

in 1

yea

r of t

he

conf

eren

ce I

mus

t pay

bac

k al

l cos

t

or S

tate

Gov

ernm

ent R

ate

The

Stu

dent

Org

aniz

atio

n in

my

Dep

artm

ent a

t the

Uni

vers

ity,

supp

orte

d m

y ex

pens

es fo

r the

AP

A

Par

tial p

mt b

y em

ploy

er

0.26

3

0.42

1

0.26

3

0.05

3

Wha

t is

the

uppe

r end

of d

aily

cos

t you

(or y

our

orga

niza

tion)

wou

ld s

uppo

rt fo

r lod

ging

at t

he c

onfe

renc

e ho

tel?

$175

per

nig

ht

$195

per

nig

ht

$215

per

nig

ht

$235

per

nig

ht

0.17

6

0.82

4Who

pay

s fo

r you

to a

ttend

the

conf

eren

ce?

I per

sona

lly p

ay th

eco

st

My

empl

oyer

pay

s or

reim

burs

es m

e fo

rat

tend

ing

Ther

e ar

e so

me

that

will

alw

ays

atte

nd n

o m

atte

r whe

re it

is, b

ut

depe

ndin

g on

cos

t, m

ay n

ot b

e ab

le

to s

end

all o

f sta

ff.

I do

not k

now

if th

ey d

o or

not

to n

atio

nal b

ut n

ot a

lway

s to

sta

te

0.22

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Are

trav

el c

osts

a s

igni

fican

t fac

tor i

n yo

ur d

ecis

ion

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atte

nd th

e co

nfer

ence

?

Def

inite

ly

Mar

gina

lly

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at a

ll

0.29

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Doe

s yo

ur c

omm

unity

sup

port

send

ing

plan

ning

co

mm

issi

oner

s to

the

conf

eren

ce?

Yes

No

Not

app

licab

leto

me

I do

not k

now

if th

ey d

o or

not

0.4

00.

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If yo

ur c

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unity

doe

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t sup

port

com

mis

sion

er

atte

ndan

ce, w

hy n

ot?

Bud

get c

onst

rain

ts

Lack

of p

erce

ived

val

ue

Don

’t pr

ovid

e tra

inin

g to

co

mm

issi

oner

s

Trai

n co

mm

issi

oner

s in

-ho

use

Sen

d co

mm

issi

oner

s to

othe

r tra

inin

g pr

ogra

ms

Wha

t new

eve

nts,

ses

sion

s or

act

iviti

es w

ould

you

mos

t lik

e to

see

at t

he c

onfe

renc

e?H

and

on to

ols

or c

ase

stud

ies

Use

con

vent

ion

cent

er v

enue

sC

han g

e so

me

sess

ions

up-

-sho

rter,

mix

ed--

not l

ectu

res

or c

onsu

ltant

sal

es.

Inno

vatio

n tra

ck w

ith P

echa

Kuc

ha s

essi

ons

in o

ne la

rge

sess

ion.

Ses

sion

s on

new

tren

ds a

nd lo

wer

cos

t mob

ile w

orks

hops

with

wal

king

tour

s in

stea

d of

bus

es.

Diff

eren

t cha

rette

s th

at c

ould

be

a m

ulti-

day

proj

ect s

tarti

ng W

edne

sday

and

pre

sent

ing

Frid

ay fo

r the

hos

ting

city

. Thi

s co

uld

be s

omet

hing

the

host

city

ne

eds

help

on

or a

n id

ea th

ey w

ould

like

pla

nner

s to

giv

e op

inio

ns a

nd o

ptio

ns o

n.a

natio

nal l

evel

key

note

that

we

pay

for t

he v

alue

Add

ition

al n

etw

orki

ng e

vent

s an

d co

mm

unity

ser

vice

pro

ject

sB

ette

r key

note

s (n

o m

ore

deve

lope

rs),

mor

e m

obile

wor

ksho

ps, b

ette

r var

iety

in c

onfe

renc

e lo

catio

n

Wha

t abo

ut a

n 'o

pen

dial

ogue

' ses

sion

whe

re y

ou c

an g

o an

d di

scus

s a

parti

cula

r top

ic w

ith o

ther

pla

nner

s w

ithou

t a fo

rmal

pan

el s

essi

on o

r pre

sent

atio

n.

Wha

t asp

ects

of t

he c

onfe

renc

e pr

ovid

e th

e le

ast v

alue

to y

ou?

Loud

mus

icTo

o m

any

long

-win

ded

aspe

cts

of th

e aw

ards

lunc

hes.

Wou

ld li

ke to

see

it s

horte

r and

sex

ier.

Non

e.I a

m n

ot s

ure

if th

e "b

ig" e

vent

on

Thur

sday

nee

ds to

go

to th

at e

xtre

me.

Mak

e it

fun

but i

t doe

s no

t hav

e to

be

over

the

top

as in

the

past

. San

Ant

onio

was

co

mpl

etel

y to

o sm

all o

f a v

enue

so

I lef

t afte

r 10

min

utes

of b

eing

ther

e. T

he P

leas

ure

Pie

r is

grea

t but

it is

ver

y ex

pens

ive.

The

bal

lpar

k w

as to

o la

rge

of a

ve

nue.

even

ing

soci

alIf

ther

e is

a b

ad p

lena

ry s

peak

erA

war

ds lu

nche

on -

too

long

. B

ad k

eyno

te s

peak

ers;

aw

ards

pre

sent

atio

n

Wha

t sor

t of w

eb-b

ased

con

fere

nce

prog

ram

min

g (s

uch

as li

ve s

tream

ing

or s

epar

ate

web

-cas

ts) w

ould

pro

vide

the

mos

t val

ue

to y

ou?

Bet

ter u

nder

stan

ding

and

trai

ning

for u

se o

f soc

ial m

edia

(tw

itter

, etc

.)W

eb-b

ased

pro

gram

min

g is

a g

ood

optio

n, a

t lea

st o

f som

e se

ssio

ns.

It's

a va

lue

to p

eopl

e w

ho m

ay n

ot c

ome

one

year

, but

if th

ey g

et to

see

som

e se

ssio

ns s

tream

ed, t

hey

may

com

e ne

xt y

ear.

W

ebca

sts

with

CM

cre

dits

any

wou

ld b

e of

val

ue.

Live

stre

amin

g or

sep

arat

e w

eb-c

asts

wou

ld b

e be

nefic

ial.

My

conc

ern

on th

is is

mem

bers

sho

uld

be c

harg

ed a

fee.

Atte

ndan

ce c

ould

dro

p if

mem

bers

can

acc

ess

ever

ythi

ng o

nlin

e fo

r fre

e an

d ge

t cre

dits

.be

st p

ract

ices

Pro

gram

with

topi

cs th

at in

clud

e cu

tting

edg

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3. Powerpoint Presentation from Retreat

APA Texas Board Retreat 6/2/2017

1

2017 Action Plan RetreatAPA TEXAS BOARD OF DIRECTORS

JUNE 2, 2017

Retreat Introduction

May 2017 PAB RETREAT 2


2

ObjectivesReview the results of work completed under the 2015 – 2017 Action Plan.

Discuss and reach agreement on a draft Development Plan for the next five years.

Identify top priority Action Items for 2017 – 2019.

Agree on a set of next steps to follow this retreat.


AgendaIntroductions

Six Goals◦Where have we been?

◦ Team work to review/refine

◦Group discussion

◦ President Elect’s perspective

◦Agreement on priorities and commitments

Break

Fresh and High Value◦ Team work to innovate

◦Group discussion

◦Agreement on actions

Next Steps

Adjourn



3

Ground Rules – ParticipantsShare your own perspective, ideas & concerns◦ What is the current situation, from your vantage point?

◦ What are your concerns/positions?

◦ What interests are behind these positions?

Seek to understand others’ perspectives◦ Listen to one another

◦ Respect other views

◦ What interests are behind their concerns/positions?

Look for shared interests

Disagree without being disagreeable

Work together to reach agreement

At a practical level:◦ Speak concisely so everyone has time to be heard

◦ Turn off cell phones

August 2016 CITY COUNCIL RETREAT

CITY COUNCIL RETREAT

Ground Rules – Facilitator

Neutral and objective – focus is on a successful discussion

Be sure everyone’s ideas are part of the discussion

Ensure each participant has an equal voice

Monitor time

Assist participants in reaching agreement

August 2016


4

Introductions of ParticipantsWho You Are◦Your name◦Your organization and position◦Your role with APA Texas

One Word or Short Phrase◦What’s the one thing that’s happened in your professional life in the last few months that gave you the greatest satisfaction?


Six GoalsFOR 2015 ‐ 2017



5

How Did We Do?Vision

Six Goals◦Track with goals set for APA National

2015 – 2017 Action Plan◦Action Items to implement each goal

◦22 individual Action Items

June 2017 APA TEXAS BOARD RETREAT 9

Online Survey to Assess ProgressSurvey sent to APA Texas Board members

22 of 26 participated



6

Involvement with Planning


5.3%5.3%

15.8%

36.8%

36.8%

How long have you been involved in planning?

Under 2 years

2 to 5 years

5 to 10 years

10 to 20 years

Over 20 years

44.4%

50.0%

0.0%

5.6%

What is your current role in planning?

I am a professional planner in thepublic sector

I am a professional planner in theprivate sector (including consulting)

I am a citizen planner or plancommissioner

My involvement currently includesmore than one of the above

Involvement with APA Texas


5.3%

10.5%

31.6%

21.1%

31.6%

How long have you been actively involved in APA Texas?

Under 2 years

2 to 5 years

5 to 10 years

10 to 20 years

Over 20 years

0.0%

10.5%

31.6%

31.6%

5.3%

21.1%

How long have you held leadership positions in APA Texas?

I'm not involved in APA Texasleadership

Under 2 years

2 to 5 years

5 to 10 years

10 to 20 years

Over 20 years


7

Vision StatementAPA Texas is a respected leader and partner whose members make great communities happen by providing expertise and innovation to shape livable and sustainable Texas communities.


How effective has APA Texas been in achieving this vision in the past two years?


9.1% 0.0%

4.5%

18.2%

54.5%

13.6%I'm not sure

Very ineffective


Average

Somewhat effective

Very effective


8

Goals1. APA Texas will LEAD the planning movement in

this state.

2. APA Texas will COMMUNICATE AND ENGAGE to foster quality leadership and participation and to provide the best planning information.

3. APA Texas will PARTNER with other Texas professional organizations and non‐profits to leverage resources and build coalitions.


Goals4. APA Texas will ADVOCATE for planning, planning

leaders and good government in our unique Texas setting.

5. APA Texas will INSPIRE building great communities that meet the needs of Texans and benefit from our state's character, climate and other assets.

6. APA Texas will use Chapter and Section resources to SERVE its professional, appointed/elected, academic and student members.



9

How effective has APA Texas been in achieving this goal during the past two years?


I'm not sure

Very ineffective

Somewhat ineffective Average

Somewhat effective

Very effective

Goal 6: APA Texas will use Chapter and Section resources to SERVE its professional, appointed/elected, academic and student members. 4.5% 0.0% 4.5% 22.7% 27.3% 40.9%

Goal 5: APA Texas will INSPIRE building great communities that meet the needs of Texans and benefit from our state's character, climate and other assets. 9.1% 0.0% 9.1% 27.3% 36.4% 18.2%

Goal 2: APA Texas will COMMUNICATE AND ENGAGE to foster quality leadership and participation and to provide the best planning information. 4.5% 0.0% 0.0% 31.8% 50.0% 13.6%

Goal 4: APA Texas will ADVOCATE for planning, planning leaders and good government in our unique Texas setting. 9.1% 0.0% 4.5% 27.3% 45.5% 13.6%

Goal 1: APA Texas will LEAD the planning movement in this state. 9.1% 0.0% 9.1% 31.8% 36.4% 13.6%

Goal 3: APA Texas will PARTNER with other Texas professional organizations and non‐profits to leverage resources and build coalitions. 13.6% 4.5% 22.7% 27.3% 22.7% 9.1%

What were the most significant accomplishments for APA Texas during the past two years?

Great Places in Texas

Website update

Plan4Health

Emerging Planning Leaders

Conferences



10

What were the greatest challenges for APA Texas during the past two years?Political climate

Conference locations and structure

Maintaining relevancy

Getting people to participate

Assistance to smaller Sections


What project or activity (current or new) is most important for APA Texas to complete by 2022?

Keeping the conference fresh and relevant

Sharing best practices

Hosting an awesome National conference in Houston

Nimble and effective advocacy

Having a robust communications network

More services for members



11

Conference


52.6%

15.8%

31.6%

0.0%

How many APA Texas Chapter Annual Conferences have you attended?

10 or moreconferences

5 to 9 conferences

1 to 4 conferences

I have neverattended aconference

57.9%

36.8%

5.3%

0.0%

How do you feel about the overall value of the conference?

Excellent

Good

Average

Poor

What new events, sessions or activities would you most like to see at the conference?

Hands‐on tools or case studies

Innovation track with Pecha Kucha sessions

Multi‐day charrettes

High value national keynote speaker

Open dialogue session

Change things up!



12

Leadership Perspective:President Kim Mickelson AICP


Leadership Perspective:Administrator Mike McAnelly FAICP



13

Team DiscussionsEach team will focus on one goal and the 2015‐2017 action items related to it.

Questions to consider:◦How complete is our work on these action items?◦What should happen in the next five years?

You may propose revisions to the goals, changes or deletions of action items, new action items.

We’ll have about 30 minutes for teamwork.

Then team reports and discussion.


Reports from Teams



14

But first …GIVE US YOUR FEEDBACK


Why keypad polling? Provides feedback from all individuals participating in the session

Can reflect the discussion at the session

Is anonymous

Shows results immediately

Allows more detailed analysis after the session

28


15

Which Shakespearean character was the famous lover of Juliet?

1. Othello

2. Leonardo

3. Romeo

4. Hamlet

May 2017 PAB RETREAT Page 29

Othello

Leonardo

Romeo

Hamlet

0% 0%

100%

0%

grape : raisin :: plum :

1. peach

2. fig

3. apricot

4. prune

June 2017 APA TEXAS BOARD RETREAT Page 30

peach fig

apricot

prune

0%

91%

0%9%


16

Is this your first APA Great Place in Texas?

1. Yes, and my first visit here!

2. This is my first Texas Great Place

but I’ve been here before.

3. I’ve been to other Texas Great

Places.

4. I didn’t know we had any Great

Places.

June 2017 APA TEXAS BOARD RETREAT Page 31

Yes, and my first visit here!

This is my first Texas Great P...

I’ve been to other Texas Gre..

I didn’t know we had any Gr...

36%

0%

27%

36%

1. APA Texas will LEAD the planning movement in this state.



17

These are the right Action Items to achieve Goal 1 from 2017 through 2022.

1. Strongly agree

2. Agree

3. Disagree

4. Strongly disagree

5. I’m not sure

June 2017 APA TEXAS BOARD RETREAT

Strongly agree

Agree

Disagree

Strongly disagree

I’m not sure

91%

9%0%0%0%

Page 33

2. APA Texas will COMMUNICATE AND ENGAGE to foster quality leadership and participation and to provide the best planning information.



18


1. Strongly agree

2. Agree

3. Disagree


5. I’m not sure


Strongly agree

Agree

Disagree

Strongly disagree

I’m not sure

80%

20%

0%0%0%

Page 35

3. APA Texas will PARTNER with other Texas professional organizations and non‐profits to leverage resources and build coalitions.



19


1. Strongly agree

2. Agree

3. Disagree


5. I’m not sure


Strongly agree

Agree

Disagree

Strongly disagree

I’m not sure

56%

44%

0%0%0%

Page 37

4. APA Texas will ADVOCATE for planning, planning leaders and good government in our unique Texas setting.



20


1. Strongly agree

2. Agree

3. Disagree


5. I’m not sure


Strongly agree

Agree

Disagree

Strongly disagree

I’m not sure

90%

10%

0%0%0%

Page 39

5. APA Texas will INSPIRE building great communities that meet the needs of Texans and benefit from our state's character, climate and other assets.



21


1. Strongly agree

2. Agree

3. Disagree


5. I’m not sure


Strongly agree

Agree

Disagree

Strongly disagree

I’m not sure

89%

11%

0%0%0%

Page 41

6. APA Texas will use Chapter and Section resources to SERVE its professional, appointed/elected, academic and student members.



22


1. Strongly agree

2. Agree

3. Disagree


5. I’m not sure


Strongly agree

Agree

Disagree

Strongly disagree

I’m not sure

82%

18%

0%0%0%

Page 43

Leadership Perspective:President‐Elect Doug McDonald AICP



23


What are we missing?

What issues have not been mentioned?

Should we add other goals or action items?45

Priorities and CommitmentsBased on this morning’s discussion …

Are you willing to invest your time on these Action Items during the next two years?

Which Action Items are important enough to need action in 2017 – 2019?

Complete your worksheet and return it to Karen

Then take a break!



24

Break!


Leadership for Goals & Action ItemsItems with volunteers

Priority items needing volunteers

Lower priority items (years 3 through 5)



25

Fresh and High Value… AND NOW FOR SOMETHING COMPLETELY DIFFERENT!


Team AssignmentsEach team will focus on a specific important audience for APA Texas:◦Practicing Planners◦Planners in Academia◦Planning Students◦Plan Commissioners◦Elected Officials◦Planning Skeptics



26

Team AssignmentsBrainstorm answers to the questions.

All teams answer questions shaded in blue:◦What can APA provide this audience that’s distinctive?◦What is your team’s ‘elevator speech’ about planning for this audience?

Depending on your audience, answer the other questions:◦Conference◦Online and social media◦Value of planning


Team AssignmentsRecord your agreements on the worksheet.

Present and persuade the whole group.

You have about 30 minutes for work in teams.



27

Reports from Teams


Feedback options

1. Very creative – let’s go!

2. I’m not persuaded yet

3. We need to push the envelope even further

4. These ideas are more trouble than they’re worth

5. I’m happy to continue what we’ve been doing



28

Practicing Planners


My feedback on these ideas for the Practicing Planner audience is:







Very creative – let’s go!

I’m not persuaded yet

We need to push the envelo..

These ideas are more trouble...

I’m happy to continue what ...

11% 11% 11%

0%

67%


29



My feedback on these ideas for the Planners in Academia audience is:












45%

9% 9%

0%

36%


30

Planning Students


My feedback on these ideas for the Planning Students audience is:












91%

0%9%

0%0%


31

Plan Commissioners


My feedback on these ideas for the Plan Commissioner audience is:












45%

18%

9%

0%

27%


32

Elected Officials


My feedback on these ideas for the Elected Officials audience is:












55%

9% 9%

0%

27%


33

Planning Skeptics


My feedback on these ideas for the Planning Skeptics audience is:












55%

27%

0%0%

18%


34

How do these ideas shape our Action Items?Lead

Communicate and Engage

Partner

Advocate

Inspire

Serve


Next Steps



35

What happens before the summer Executive Committee meeting?Karen will prepare a retreat report and draft update of the Development Plan (Vision, Goals and 5‐year Action Items)

Leaders for top priority (2017 – 2019) Action Items will prepare detailed proposals

These will be combined in a draft for EC consideration


What happens after the summer Executive Committee meeting?A revised Development Plan will be prepared based on the EC discussion

The Board will consider and act on the Plan at the October meeting

Implementation during 2017 – 2019 term

Tracking and refinement through 2022



36

Other Items?


We’re adjourned!THANKS FOR YOUR CONTRIBUTIONS AND CREATIVITY!




4. Team Worksheets – Innovation for Fresh, High Value Product

action plan retreat report and executive summary · this report summarizes the board’s discussion...

Documents