strategic planning workshop the cambridge approach
TRANSCRIPT
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
STRATEGIC PLANS:PLANNING TO WIN
winning needs teamwork
winning takes preparation
winning requires a strategy
LPCstrategy
PTAstrategy
EDAstrateg
y
EDA
strategy
EDAstrategy
strategic planningis an interlocked process
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
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
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
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
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
THE APPROACH CAMBRIDGE TOOK prioritization
responsibility
enlistment
teamwork
follow-through
• so much to do. so few resources. the clock is ticking.• we had to prioritize.
prioritization
• 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
• 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 -
• so much to do. so few resources. the clock is ticking.• Cambridge EDA board members joined teams to develop
sections of the strategy
enlistment
• so much to do. so few resources. the clock is ticking.• the teams developed measureable plans and presented to
the board
teamwork
• so much to do. so few resources. the clock is ticking.• the teams report at all monthly board meetings
follow through
STRATEGY TEAMS
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
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).
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.
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
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.
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.
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.
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.
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
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.
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.
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
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.
RESOURCES:YOU HAVE MORE THAN YOU THINK
work hard
share with your neighbours
play nice
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?
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
an EDA can be a lonely place….but it doesn’t have to be
so many opportunities--• fund raising• media communications
• local policy development
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
STRATEGIC PLANNING WORKSHOP
The Cambridge Approach