strategic planning workshop the cambridge approach

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STRATEGIC PLANNING WORKSHOP The Cambridge Approach

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Page 1: STRATEGIC PLANNING WORKSHOP The Cambridge Approach

STRATEGIC PLANNING WORKSHOP

The Cambridge Approach

Page 2: STRATEGIC PLANNING WORKSHOP The Cambridge Approach

STRATEGIC PLANS:PLANNING TO WIN

winning needs teamwork

winning takes preparation

winning requires a strategy

STRATEGIC PLANSPLANNING TO WIN

Page 3: STRATEGIC PLANNING WORKSHOP The Cambridge Approach

STRATEGIC PLANS:PLANNING TO WIN

winning needs teamwork

winning takes preparation

winning requires a strategy

Page 4: STRATEGIC PLANNING WORKSHOP The Cambridge Approach

LPCstrategy

PTAstrategy

EDAstrateg

y

EDA

strategy

EDAstrategy

strategic planningis an interlocked process

Page 5: STRATEGIC PLANNING WORKSHOP The Cambridge Approach

planning for victory

all levels of the party need• well-planned, coordinated, strategies• strategies with measureable actions and results

• strategies that work with the resources we have

if strategic planning is done well, a stronger, more modern Party will emerge

Page 6: STRATEGIC PLANNING WORKSHOP The Cambridge Approach

strategic planning is serious business

• Our inter-related strategies are like a 3-legged stool• EDA strategies• PTA strategies• National strategies

• if one part fails, we all fall down

Page 7: STRATEGIC PLANNING WORKSHOP The Cambridge Approach

strategic planning is serious business

• Our inter-related strategies are like a 3-legged stool• EDA strategies• PTA strategies• National strategies

• if done carelessly, the outcome won’t make sense

Page 8: STRATEGIC PLANNING WORKSHOP The Cambridge Approach

strategic planning is serious business

• Our inter-related strategies are like a 3-legged stool• EDA strategies• PTA strategies• National strategies

• with skillful planning and dedicated follow-through a strong, modern party will emerge

Page 9: STRATEGIC PLANNING WORKSHOP The Cambridge Approach

strategic planning is serious business

• good intentions are not enough• success requires follow-through at all party levels

“The road to hell is paved with good intentions”proverb, attributed to St. Bernard of Clairvaux 1090-1153

Page 10: STRATEGIC PLANNING WORKSHOP The Cambridge Approach

THE APPROACH CAMBRIDGE TOOK prioritization

responsibility

enlistment

teamwork

follow-through

Page 11: STRATEGIC PLANNING WORKSHOP The Cambridge Approach

• so much to do. so few resources. the clock is ticking.• we had to prioritize.

prioritization

Page 12: STRATEGIC PLANNING WORKSHOP The Cambridge Approach

• so much to do. so few resources. the clock is ticking.• it started with goal-setting.• we chose what we would focus on now to build for

tomorrow.

prioritization

OPERATIONAL GOALS, TIMELINES AND RESPONSIBILITIES 1) COMMUNICATIONS /TECHNOLOGY- Sandy Jackson and Myles MacInnes

2) FUNDRAISING – Ron Thompson 3) MEMBERSHIP, SUPPORTER AND COMMUNITY OUTREACH – Cheryl MacInnes and Rory Farnan 4) POLICY DEVELOPMENT - George Dietrich5) FINANCES – Treasurer - Anne Groulx

5) 6) ELECTION READINESS - Rory Farnan 7) LPC Liberal University and Regional Training Programs - Doug Jackson and all Team Leaders

Page 13: STRATEGIC PLANNING WORKSHOP The Cambridge Approach

• so much to do. so few resources. the clock is ticking.• Cambridge EDA board members volunteered to lead each

priority area.

responsibility

OPERATIONAL GOALS, TIMELINES AND RESPONSIBILITIES 1) COMMUNICATIONS /TECHNOLOGY- Sandy Jackson and Myles MacInnes

2) FUNDRAISING – Ron Thompson 3) MEMBERSHIP, SUPPORTER AND COMMUNITY OUTREACH – Cheryl MacInnes and Rory Farnan 4) POLICY DEVELOPMENT - George Dietrich5) FINANCES – Treasurer - Anne Groulx

5) 6) ELECTION READINESS - Rory Farnan 7) LPC Liberal University and Regional Training Programs - Doug Jackson and all Team Leaders

OPERATIONAL GOALS, TIMELINES AND RESPONSIBILITIES 1) COMMUNICATIONS /TECHNOLOGY Sandy Jackson and Myles MacInnes -2) FUNDRAISING – Ron Thompson

3) MEMBERSHIP, SUPPORTER AND COMMUNITY OUTREACH Cheryl MacInnes and Rory Farnan –4) POLICY DEVELOPMENT George Dietrich - 5) FINANCES – Anne Groulx Treasurer -

5) 6) ELECTION READINESS Rory Farnan - 7) LPC Liberal University and Regional Training Programs Doug Jackson and all Team Leaders -

Page 14: STRATEGIC PLANNING WORKSHOP The Cambridge Approach

• so much to do. so few resources. the clock is ticking.• Cambridge EDA board members joined teams to develop

sections of the strategy

enlistment

Page 15: STRATEGIC PLANNING WORKSHOP The Cambridge Approach

• so much to do. so few resources. the clock is ticking.• the teams developed measureable plans and presented to

the board

teamwork

Page 16: STRATEGIC PLANNING WORKSHOP The Cambridge Approach

• so much to do. so few resources. the clock is ticking.• the teams report at all monthly board meetings

follow through

Page 17: STRATEGIC PLANNING WORKSHOP The Cambridge Approach

STRATEGY TEAMS

Page 18: STRATEGIC PLANNING WORKSHOP The Cambridge Approach

strategy teamscommunications strategy

OPERATIONAL GOALS, TIMELINES AND RESPONSIBILITIES 1. COMMUNICATIONS /TECHNOLOGY-Sandy Jackson and Myles MacInnes

COMMUNICATIONS –Sandy Jackson

Activities/Strategy Implementation Date

2012, unless noted

Responsibility Team Leader -Sandy Jackson Team Members: Bob Rushby

Develop Newsletters -at least 4 a year. current Sandy Jackson

Respond to E mails to daily. current Doug. Jackson Monitor Website or chat/blog daily.

Develop and maintain CFLA Association presence on Facebook and twitter.

Rotating Twitter feeds 2 per day-4 week rotation: Sandy Jackson, Rory Farnan, Bryan May, Brian Santos

Develop and disseminate Association articles/opinion pieces/letters to the editor-writing team to keep public informed of issues.

Sandy Jackson Bob Rushby

Provide up to date media contact list and identify issues to LPC media central so that it can feed material to the local media.

Current to LPC Caucus

Sandy Jackson

Plan and coordinate pre- election advertising.

2013

Page 19: STRATEGIC PLANNING WORKSHOP The Cambridge Approach

strategy teamstechnology strategy

OPERATIONAL GOALS, TIMELINES AND RESPONSIBILITIES TECHNOLOGY – Myles MacInnes

Activities/Strategy Implementation Date

2012, unless noted

Responsibility Team Leader –Myles MacInnes Team Members: Cole Davidson, Maninder Purewal

Develop Website – Maintenance- Updated weekly.

Myles MacInnes

Maintain Liberal List -regular update, Myles MacInnes

Maintenance entry of data and utilization of data base

Myles MacInnes and all 3 liberal list users

Develop Interactive website with chat room(s) and blog(s).

Page 20: STRATEGIC PLANNING WORKSHOP The Cambridge Approach

strategy teamsfundraising strategy

OPERATIONAL GOALS, TIMELINES AND RESPONSIBILITIES 2) FUNDRAISING – Ron Thompson

Activities/Strategy Implementation Date

2012, unless noted

Responsibility Team Leader: Ron Thompson Team Members: Harmail Basi

Fundraising events, usually through ticket sales to members, supporters and others.

Victory Fund Members through monthly contribution from $10.00 a month. A minimum of $5.00 per month to LPC –usually an equal split with the EDA up to a maximum of $1,200.00 for the EDA and $1,200 for the LPC.

Laurier Club through monthly/or one time annual contribution for $1,200.00 per annum to LPC.

Contribution Box at all non-ticketed events to defray costs.

Page 21: STRATEGIC PLANNING WORKSHOP The Cambridge Approach

OPERATIONAL GOALS, TIMELINES AND RESPONSIBILITIESMEMBERSHIP – Cheryl MacInnes

Activities/Strategy Implementation Date

2012, unless noted

ResponsibilityTeam Leader - Cheryl MacInnesTeam Members: Bryan May, Brain Santos, Naseem Mian,

Membership Recruitment Target Conestoga College for a source of

new members.

Work with Frank Valeriote on Young Liberal Recruitment Initiative.

Invite Supporters and general Public to events as a source of member recruitment.

Identify potential members to be recruited.

strategy teamsmembership strategy

Page 22: STRATEGIC PLANNING WORKSHOP The Cambridge Approach

strategy teamsmembership strategy

OPERATIONAL GOALS, TIMELINES AND RESPONSIBILITIESMEMBERSHIP – Cheryl MacInnes

Activities/Strategy Implementation Date

2012, unless noted

ResponsibilityTeam Leader - Cheryl MacInnesTeam Members: Bryan May, Brain Santos, Naseem Mian,

New Members New members should be greeted by a

phone call, invitation for a coffee and a welcome kit of information which includes board contact list, strategic plan, Association and Party website address with the information contained on these sites and an invitation to events.

Current Rory Farnan, Manjit Basi

An interview schedule will be used to identify skills and interests for entry into Liberal List.

Page 23: STRATEGIC PLANNING WORKSHOP The Cambridge Approach

strategy teamsmembership strategy

OPERATIONAL GOALS, TIMELINES AND RESPONSIBILITIESMEMBERSHIP – Cheryl MacInnes

Activities/Strategy Implementation Date

2012, unless noted

ResponsibilityTeam Leader - Cheryl MacInnesTeam Members: Bryan May, Brain Santos, Naseem Mian,

Maintaining Membership Files E mail addresses, phone numbers and

all other information should be updated when it becomes apparent that there has been a change or we have incorrect information.

Cheryl MacInnes

Regular communication and input and membership renewal.

Recruitment: create practices for regularly recruiting new members, especially youth.

Page 24: STRATEGIC PLANNING WORKSHOP The Cambridge Approach

strategy teamsmembership strategy

OPERATIONAL GOALS, TIMELINES AND RESPONSIBILITIESMEMBERSHIP – Cheryl MacInnes

Activities/Strategy Implementation Date

2012, unless noted

ResponsibilityTeam Leader - Cheryl MacInnesTeam Members: Bryan May, Brain Santos, Naseem Mian,

Membership Renewal Email and telephone follow up to

renew memberships prior to renewal date or shortly thereafter.

Current All members of Team

Hold regular events to achieve the above.

Ensure that Liberal Fund and Laurier Members sign up for automatic renewal.

Populating the Membership Data Base The Liberal List data base on each

member needs to be populated with relevant information on their skills and interests so that they can be provided with party generated information on their interests and provide leadership and participate in the Associations Strategic Planning process.

Page 25: STRATEGIC PLANNING WORKSHOP The Cambridge Approach

strategy teamssupporter and community outreach strategy

OPERATIONAL GOALS, TIMELINES AND RESPONSIBILITIESSupporter and Community Outreach - Rory Farnan

Activities/Strategy Implementation

Date2012, unless noted

ResponsibilityTeam Leader- Rory FarnanTeam Members: Ron Thompson, Don Shaver, Manjit Basi

Membership Meetings The association will hold 4 local

events per year. Ideally, two should be of a social/fundraising nature and two should focus on the education of the general membership (for example policy creation, letter writing workshops) etc.

April 14, 2012 Delegate Selection and Membership Workshop on Strategic Plan and Policy Questionnaire

Poll the membership and supporters at least once a year to identify local issues and solutions.

Page 26: STRATEGIC PLANNING WORKSHOP The Cambridge Approach

strategy teamssupporter and community outreach strategy

OPERATIONAL GOALS, TIMELINES AND RESPONSIBILITIESSupporter and Community Outreach - Rory Farnan

Activities/Strategy Implementation

Date2012, unless

noted

ResponsibilityTeam Leader- Rory FarnanTeam Members: Ron Thompson, Don Shaver, Manjit Basi

Supporter and Community Outreach Establish liaison with local groups

and community leaders with whom we can work together on common interests/goals /policies.

Organize public discussions/meetings /outreach around on major issues of the day and tap local community leaders and surrounding universities for experts on particular issues.

People should have the opportunity to join and have their issues addressed and to exchange ideas and arguments.

Participate in community events as volunteers etc.

Volunteer recognition event. Euchre Night Don Shaver

Page 27: STRATEGIC PLANNING WORKSHOP The Cambridge Approach

strategy teamspolicy development strategy

OPERATIONAL GOALS, TIMELINES AND RESPONSIBILITIES4) POLICY DEVELOPMENT - George Dietrich

Activities/Strategy Implementation Date

2012, unless noted

ResponsibilityTeam Leader – George DietrichTeam Members: David Harvey, Cathy Arrowsmith, Don Muir, Rob Konduros, Harmail Bas, Ray Gibb

Develop a demographic profile of the riding

Current David Harvey

Develop and maintain a database of current party policies and resolutions.

Structure opportunities for regular discussion on existing Liberal policy options.

Structure opportunities to develop new policy options.

Poll the membership and supporters at least once a year to identify local issues and solutions.

Coordinate with other area/regional ridings for maximum input and support.

Plan and coordinate Town halls/Roundtables.

Prepare resolution(s) for PTA, LPC, or conventions as required.

Coordinate policy delivery during election campaigns.

Page 28: STRATEGIC PLANNING WORKSHOP The Cambridge Approach

strategy teamsEDA finance strategy

OPERATIONAL GOALS, TIMELINES AND RESPONSIBILITIES5) FINANCES –Anne Groulx

Activities/Strategy Implementation Date

2012, unless noted

ResponsibilityTeam Leader: Anne Groulx

Establish budget for EDA’s Activities/Strategy.

Use LPC software to maintain a record of Income and Expenditures and a Balance sheet for the Association.

Ensure Annual Statement of Registry Information is sent to Elections Canada by May 31.

Use Elections Canada software to submit Registered Association Financial Transaction Return sent to Elections Canada by May 31.

Ensure tax receipting information for donations/events is sent to LPC on a monthly basis.

Determine financial status quarterly, and have bank statement available to PTA.

Determine estimated total debt level (if applicable) and have statement available to PTA.

Page 29: STRATEGIC PLANNING WORKSHOP The Cambridge Approach

strategy teamselection readiness strategy

OPERATIONAL GOALS, TIMELINES AND RESPONSIBILITIES 4) 6) ELECTION READINESS - Rory Farnan

Activities/Strategy Implementation Date

2012, unless noted

ResponsibilityTeam Leader-Rory FarnanTeam Members:

Gather statistics from previous

elections and prepare analysis.

Develop a list of community

organizations.

Prepare a budget (dollars needed and a

plan to raise funds in place.)2013/2015

Coordinate candidate search (how

many identified? Interviewed?)2013

Ensure a candidate. 2013

Prepare Detailed Operational plan for

the election (signs, office etc.).2013/2015

Ensure that team leaders and

volunteers are in place2014

Page 30: STRATEGIC PLANNING WORKSHOP The Cambridge Approach

strategy teamstraining strategy

OPERATIONAL GOALS, TIMELINES AND RESPONSIBILITIES

4) LPC Liberal University and Regional Training Programs - Doug Jackson and all Team Leaders

Activities/Strategy Implementation Date

2012, unless noted

Responsibility

Liberal List. March 2012 All level three Liberal List users

Communications Membership Fundraising Running a Riding Association Policy Treasurers Official Agents Candidates

Elections Canada Training Programs:

Anne Groulx

Attend annual training program for

EDA Financial Agents/Treasurers.

Attend training program for Candidate

Official Agents.

Page 31: STRATEGIC PLANNING WORKSHOP The Cambridge Approach

RESOURCES:YOU HAVE MORE THAN YOU THINK

work hard

share with your neighbours

play nice

Page 32: STRATEGIC PLANNING WORKSHOP The Cambridge Approach

an EDA can be a lonely place

• small membership ..currently under 200 in Cambridge

• skills gaps ..marketing gurus, communications experts, …

• energy gaps ..we have families and day jobs

• so much to do. so few resources. the clock is ticking.

How will the job get done?

Page 33: STRATEGIC PLANNING WORKSHOP The Cambridge Approach

an EDA can be a lonely place….but it doesn’t have to be

we all have good neighbours--• common local issues• you have skills they

could use• they have skills you

need• cross-fertilization of

ideas

Page 34: STRATEGIC PLANNING WORKSHOP The Cambridge Approach

an EDA can be a lonely place….but it doesn’t have to be

so many opportunities--• fund raising• media communications

• local policy development

Page 35: STRATEGIC PLANNING WORKSHOP The Cambridge Approach

an EDA can be a lonely place….but it doesn’t have to be

working with our neighbours is an important part of Cambridge’s strategy

Page 36: STRATEGIC PLANNING WORKSHOP The Cambridge Approach

STRATEGIC PLANNING WORKSHOP

The Cambridge Approach