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FY25-FY28 Strategic Plan

Arizona Academy of Nutrition and Dietetics

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Agenda

Financial Plan

Operations Plan

Member Benefits

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Financial Plan

Current Situation:

    • FY 2023 - $7,153.57 loss
    • FY 2024 - $30,308.02 loss

Primary Revenue sources:

1) affiliate rebates � 2) job board posting

Major expenses:

1) administrative services � 2)advocacy/lobbyist � 3)website

Trend:

Revenue is decreasing while expenses are increasing

Affiliate rebates are the largest revenue source and have been declining for several years

14% increase in overhead and other expenses year over year in revenue FY ’23 to FY ’24

Investments are performing strongly with a recent return of 9.5% for this fiscal year.

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Financial Goals

Goal 1: Realign budget to focus on providing member benefits with the goal of increasing membership by 5% over 3 years.�� Action: Focus spending on providing member benefits such as CEU events, networking opportunities, and similar high-value member services

Metrics: Affiliate rebates from membership will increase by 5% over 2025 membership year levels

Goal 2: Support improved member benefits through short-term deficit spending.

Action: Propose up to $10,000 in additional spending to support member benefit initiatives

Deficit spending at this level could be sustained for up to three years without affecting the organization’s investments, but would decrease AZAND’s Bank Account balance by approximately 50%

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Operations Plan

Current Situation:

Board shows engagement in meetings and acceptance of committees and plans for 2024-2025 membership year.  However, board positions are currently challenging to recruit for with minimal interest from members.

We will be unable to meet the needs of our members without Board engagement.

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Operation Goals

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Goal 1: Increase Board Presence at the Annual Conference

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Ensure at least 50% of current AZAND Board members attend the annual conference. This strengthens board visibility and fosters connections with members.

Goal 4: Increase Board Engagement Through Activities

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Implement and promote activities that foster board engagement, including in-person meetups, professional development opportunities, and recognition initiatives. This enhances engagement, strengthens relationships, and supports recruitment and retention efforts.

Goal 2: Board Participation in Conference Presentations or Expo

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At least 25% of board members participate in a panel, learning lounge, or represent AZAND during the expo at the annual conference. This enhances board engagement and visibility at the conference.

Goal 5: Create a Board Satisfaction Survey

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Develop and distribute a bi-annual satisfaction survey to all board members. This improves board satisfaction and helps identify areas for improvement.

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Goal 3: Increase Board Meeting Attendance

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Ensure board members attend at least 70% of board meetings. This supports consistent board engagement and decision-making.

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Membership Plan

Current Situation:

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FY23

Active

768

Basic Active

1

Honorary

2

International

1

Life

2

Retired

94

Staff

2

Student

365

Total

1235

FY24

Active

510

Honorary

2

International

1

Life

2

Retired

71

Staff

1

Student

209

Total

796

Only true member event is annual conference.�

Webinars were planned but have fallen by the wayside.�

50% of requests from membership survey were free CEU’s

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Membership Goals

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Goal 1: Provide and build a library of rotating free or nominally priced ($5?) CEU for members.

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Implement a mixture of online and live CEU opportunities specifically for members only. Board members and Annual Conference to provide webinars.

Goal 3: Host Community Events

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Ensure board members plan events such as workshops, seminars, and social gatherings that are open to the public, showcasing the benefits of membership.

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Goal 2: Improve the user experience on the website.

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Implement features such as easy online registration for events, useful member-only content on the dashboard, a list of updating CEU’s in the membership area, forums for member interaction, and more.

Goal 4: Leverage Social Med and increase membership through targeted social media campaigns.

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Utilize socials to run ads targeting potential members based on demographics, interests, and behaviors. Build interaction of socials to post content at least 4x/week for each modality.

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