US_Central_LTP Tracker

	B	C	D	F	H	I	J	K	L
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2	US Central Regional Council Long-Term Plan Tracker
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9	Regional vision statements
10	We are…		one team, consistent, member-centered region known for developing transformational leaders, strong collaboration, meaningful growth, and a standard of execution that others across EO aspire to replicate.
11	We have…		un-leavable, healthy and well resourced chapters, proven operational excellence for retention and growth at every chapter stage, and a leadership pipeline that feeds from chapters to global roles.
12	We are known		as a region who exemplify our values and have f-UN, serve our members, follow through, work well together, and execute on our plans.
13	We are not…		misaligned, transactional, fragmented. We are not a closed circle and we are not distant from the chapters we serve.
14	Vision Crafter		https://eosummits.com/LTPChapterVision25
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16	Hover over boxes with a yellow triangle for more information
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18	Key Metrics
19			Estimate (as of 30 June 2025)	Year 1 26/27	Year 2 27/28		Year 3 28/29
20	Start July 1		1744	1743	1798		1915
21	Join		260	300	330		360
22	Exit		261	245	213		182
23	Renew (30 June)		1743	1798	1915		2093
24	Renewal Rate		87%	88%	90%		92%
25	Local Dues		$2,750.00	$2,750.00	$2,750.00		$2,750.00	Dark pink is completed by Chapter Staff
26	Annual local dues total Row 18 * Row 23		$4,796,000.00	$4,794,570.00	$4,945,221.60		$5,267,449.44
27	Strategic Alliance Partners Revenue
28	Region's Total Revenue		$4,796,000.00	$4,794,570.00	$4,945,221.60		$5,267,449.44
29	Reserves by number of months
30	% Of forum moderators trained		TRACKED	PLUS 10%	90%		100% in a 3 year cycle
31	% of members engaged outside chapter		TRACKED	PLUS 10%
32	Path of Leadership		Applications per position	applications for chapter presidents	3 qualified applications per expert role
33	RC Choice 3
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35	Our Region in the Future
36	Leadership		Success statements					Year Accomplished	Owner
37		1	2+ members from each chapter attend leadership summit					Year 2	Leadership Director
38		2	3+ members from US Central in Tier 1 role					Year 3	Regional Chair
39		3	60% of new chapter members in their first two years are on a board committee or board chair					Year 2	Area Directors
40		4	100% of chapters submit their chapter president selection process					Year 1	Area Directors
41		5	3 qualified applicants per expert role					Year 2	Leadership Director
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43	Operational Excellence		Success statements					Year Accomplished	Owner
44		1	Region communicates a program and board role recommendations for chapters based on size					Year 1	MarPar Director
45		2	100% Chapters submit forum constitutions to be reviewed by Products Director					Year 2	Products Director
46		3	100% Chapters submit forum constitutions to be reviewed by Governance Director					Year 2	Governance Director
47		4	100% President and President elect selection process documented by chapter and on file with Region					Year 2	Area Directors
48		5	Baseline reserach completed on Chapter Operations and reporting on role and responsibilities of chapter staff (contingent on adding an Ad-Hoc Chapter Excellence Director to the council in 27/28)					Year 2	Ad-Hoc Chapter Excellence Director (27/28)
49		6	Small Chapter Support Plan in place					Year 2	Area Directors
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52	Member value		Success statements					Year Accomplished	Owner
53		1	80% of chapter members in first two years attend an event outside of chapter					Year 3	Engagement Director
54		2	100% of forum moderators trained within 3 year cycle					Year 3	Products Director
55		3	100% of chapters submit their new member onboarding process					Year 1	Engagement Director
56		4	90% of chapter members attend one event outside of forum					Year 1	Engagement Director
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59	Growth		Success statements					Year Accomplished	Owner
60		1	We increase retention to 92%					Year 3	Engagement Director
61		2	Each USC Chapter has a net growth of >5% year over year					Year 3	Growth Director
62		3	All existing chapters from FY25/26 are above 50 members					Year 3	Growth Director
63		4	A resource will be created, piloted, delployed for lead generation and pipeline development at with >50% of our chapters					Year 2	MarPar Director
64		5	We have an external brand awareness regional focussed plan					90 days	MarPar Director
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67	SWOT - up to the Top 6
68			Top 6 Strengths			Top 6 Opportunities
69			Kits and Co-investments			Cross collaboration for the region
70			Engaged Leadership and Culture			External awareness / Marketing
71			Leadership Summit			shared Services
72			Member Engagement & Tenure
73			Cross-Chapter Collaboration
74			Strong chapters as anchors
75			Top 6 Weaknesses			Top 6 Trends
76			Inconsistency across chapters			Economic Volatility
77			Member retention and closing			Competition
78			Resource Constraints			Reframing the definition of an ideal member
79			Leadership pipeline gaps			AI
80			Communication & Visibility			Convey or translate Value proposition
81			Brand Awareness			Best kept secret
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