2017-2018 DAR Strategic Plan Matrix Scoreboard
 Share
The version of the browser you are using is no longer supported. Please upgrade to a supported browser.Dismiss

 
Comment only
 
 
ABCDEFGHIJKLMNOPQRSTUVWXYZAA
1
Strategic Plan Matrix2017-2018Need to add for next Strat Plan
2
Strategic GoalsObjectivesStrategiesPrioritiesAdvocacy GroupStaff ResponsibilityDate20172018Notes
3
I. Increase / Retain Association Revenue1. Expand / Improve DeKalb Real Estate Expo50% increase in net revenue. Increase attendance by 20%.Expo Task ForceDeeEvent Date: FRI, Sept 22, 2017YesExhibitors and sponsors have started registering.
4
A. Come up with a robust program agenda including guest speakers and 1.5 hour CE class by June 30June 30Yes
5
2. Self-funding for each event so each committee must come up with a budget. Financial / Association Investment CommitteesJanuaryYes
6
3. Review investment accounts on a regular basis, and make adjustments as needed.Research and consult with Investment Advisor to determine if Board policy should be changed to move risk profile to a growth and income strategy.CEOApril & OctoberYesYesRisk profile changed to moderate aggressive. ab 4.5.18
7
4. Review Association financial records on a regular basis.More detailed breakdown of monthly reports. MonthlyYesReport reviewed at BOD meetings. NAR Local Assoc. Survey results provided to Joyce regarding income/expense sections of Budgets. of 4.5.18 ab
8
5. Review ROI for sponsors and Business Affiliate MembersDevelop a PAG selected by the President which will makeup the Sponsorship Committee.Financial / Sponsorship / Membership CommitteesJulyYesYes
9
A. Hold Business Affiliate/ Engagement Roundtable.VC Business AffiliatesDee / BrittanyYesYes
10
B. Revise Business Affiliate ROI sheet, as needed.Sponsorship CommitteeYesCommittee suggested to remove Business Partner level for 2019. All have been assigned tasks to reach out to Affilliates. Affiliate meeting to get feedback from Affiliates is 2.13.18 (bs 2.7.18)
11
C. Create an Affiliate of the Year Award with pre-determine metrics.Awards CommitteeRecognized at Holiday LuncheonYesYes
12
13
II. Increase / Retain Membership1. The Young Professionals Network for the Association will plan events for that group.YPN / Membership CommitteeBrittany
14
A. Submit information to NAR & GAR for recognition.
15
B. Plan, market and execute at least two signature networking or education events.First event scheduled for April 19 (bs 2.7.18)
16
C. Develop a PAG selected by the President to select the YPN Committee.YesYPN Committee established. ab 4.5.18
17
2. Meet with current and potential broker members / attend office meetings.
18
A. 10 or more current broker members.Membership CommitteeCEO / BrittanyAnnually
Compiled a list of the top 20 brokerage firms that are members of DAR and identified large firms we have a small presence in. Been reaching out to brokers to get on their schedule, but only one response so far and trying to set a date that works with our schedule. Oct 2017-------- Office visit completed on January 30th (KW), one scheduled July 10th (BHGRE), currently securing one with Solid Source for March (bs 2.7.17)
19
B. 10 or more potential broker members.
20
3. Follow up with new members via drip email campaign, welcome card and direct ask for involvement.Determine a better/ more modern strategy to communicate with members.
21
A. Drip email campaignMembership / Communications CommitteeDeeOngoing
22
B. Welcome CardsRondaYes
23
C. Direct AskBrittanyYesCommittee sign up sheet is now paperless with google forms, Get Involved...Get Rewarded point sheets going out monthly (bs 2.7.18)Encourage members to develop professional skills and enroll as candidates for various professional designations of the Institues, Socieites and Councils of the National Assoication.
24
D. Campaign to sign up members for text.DeeYes
25
E. Create a budget for Public Relations & Marketing Expenses to include, but not limited to video.CEOYes
26
27
4. Plan a variety of professional development (see III), social or community outreach (see IV) events to attract different segments of the membership.
28
A. Past President's LuncheonMembership CommitteeCEO / DeeSpringNoCreating a Past President's Advisory Council. ab 4.5.18
29
B. Broker Engagement EventBrittanySpring & FallYesBroker Breakfast currently scheduled 2.14.18 bs
30
C. Business Affiliate Member Roundtable and Appreciation ReceptionCEO / DeeSpring & FallYesMotion made to combine Get Involved...Get Rewarded with the Affiliate reception to maximize Affiliate ROI at event. 2.8.18 bs
31
D. New MembersBrittanyOngoing
32
E. Member Forumsi. Spring Membership ForumPresident - Elect / Membership CommitteeCEO / DeeApril or MayYesSpring Forum scheduled for May 10 focused on Fair Housing. ab 4.5.18
33
ii. PinnaclePinnacle Awards CommitteeMarchYesYes
34
iii. Fall Membership Forum at ExpoPresident - Elect / Real Estate Expo Task ForceFall @ ExpoYes
35
iv. December Membership MeetingPresident - Elect / Membership CommitteeHoliday LuncheonYes
36
v. Establish a task force to create a Commercial CouncilPresident / President-ElectCEOJuneYesYesTask Force was created and worked on DAR lease negotiations and renovations. Still in process. 2.7.18 ab
37
38
III. Provide Professional Development Opportunities for Members1. Collaborate and engage with the Chamber of Commerce. Professional Development CommitteeRondaOngoingYesGerald Chamblin will reach out to his contact at the Chamber of Commerce to see how we can partner with them. (2.13.18 re)
39
2. When appropriate, partner with and promote other opportunities from WCR, GAMLS and other entities.Community Outreach CommitteeRonda / DeeYesYesProvided classroom & meeting space for DeKalb WCR and GA WCR. (2.7.18 ab) Professional Development approved offering GAMLS' 4 free CE classes. (2.13.18 re)
40
3. Offer Broker classes. Professional Development / Community Outreach CommitteesRondaYesYesHad 2 Pre-broker classes in 2017. There were 9 students in the Spring and 4 in the Summer. Scheduled another class March 26- April 11, 2018. (2.13.18 re)
41
4. Schedule monthly Continuing Education and non-CE education programs.Re-evaluate our educational strategy to ensure we're offering the latest and greatest topics trending in the industry by creating a trend-setting task force and, when feasible, incorporate other locations and activities. MonthlyYesBrown Bags were discontinued due to extremely poor attendance.YPN has planned to do "Lessons Learned" series similar to Brown Bag events (b.s 2.7.18)
42
5. Complete the online New Member Orientation.Membership CommitteeCEO / BrittanyNear completion. Researching SSI certificates to accept credit cards online. 4.5.18 bs
43
44
IV. Enhance the REALTOR Image through Community Development and Service Opportunities1. In addition to current members, encourage involvement at New Member Orientation. Follow up with direct ask.When staff receives committee registration form, send a welcome email notifying them of the next meeting date and notify the Committee Chair so they can personally welcome them. Orientation CommitteeBrittanyOngoingYesYesAutomated work flow set up to send welcome email once member has submitted a committee registration. 2.8.18 bs
45
2. Select community service activities and promote them for member and community participation.Through the GAMLS, our subsidiary, be a member of Tucker Northlake community Improvement District.Community Outreach / Communications and PR CommitteesRondaYesCommunity Outreach has a Showcase DeKalb Bus Tour tentatively scheduled for 10.11.2018. CO discontinuing Veteran's Book Drive as VA only wants Digital Media. Discussing more opportunities at CO meeting on 2.20.2018 (2.13.18 re)
46
3. Assist DeKalb County School Board by recruiting members to serve on local school Professional Advisory Councils (PAC's).Political Affairs Committee / VC Local Political Affairs - School Board LiaisonCEOYesYes2018 School Board Task Force members assigned to various DeKalb County School PAC's. 2.7.18 ab
47
4. Update press and media contacts.Produce a template Press release.Communications & PR CommitteesDeeApril 1
48
5. Develop an updated communications plan. Produce and distribute regular press releases and association updates through social media, websites (i.e. NAR, GAR), email, texts, and other media.Produce and distribute regular press releases and association updates through social media, website, email, texts, and other media.May 1
49
50
V. Maintain Political Involvement through Advocacy and Member Engagement1. Coordinate member meetings with elected officials to discuss matters of importance to REALTORS
51
A. Encourage member participation in the GAR REALTOR Legislative Day at the Capital and at the GAR State and Local Governmental Affairs Committee Meetings.RPAC TrusteesYesYes
52
B. Require attendance at both for Leadership Academy graduation.Leadership Academy DeanCEOGAR Inaugural in FebruaryYesYes
53
C. Promote through social media emails, and other media.Political Affairs / Communications and PR CommitteesDeeYesYes
54
D. Schedule meetings with teams of Association REALTORS attending Legislative Day and all elected officials whose regions include portions of DeKalb County.VP Political AffairsCEOFebruary prior to GAR Inaugural MeetingYesYes
55
2. Hold a Political Forum to discuss local issues before elections.VP Political Affairs / President-ElectPrior to Election Day
56
A. Appoint Association members to serve as liaisons to county commissioners and school board members and report activity.President / President-Elect / VP Political AffairsMonthly ReportsYesYes2018 County Commissioners Task Force members assigned specific months to attend County Commissioner meetings. 2.7.18 ab
57
B. Appoint a Presidential Advisory Group (PAG) to develop plans for additional liaisons for other county/local officials.Appoint Liaisons for all cities in DeKalb: Avondale Estates, Brookhaven, Chamblee, Clarkston, Decatur, Doraville, Dunwoody, Lithonia, Pine Lake, Stone Mountain, Stonecrest & Tucker. President / VP Political AffairsJune 1Ed Patton appointed as 2017 PAG Chair 6.1.17 ab
58
C. Notify the state association of relationships members have with elected officials, and when appropriate, suggest names for Federal Political Coordinator (FPC) positions. FPC's are REALTOR members who have a relationship with a Federally elected official. FPC's have an initial appointment of 6 years.VP Political AffairsOngoingYesYes
59
3. Raise funds for RPAC.
60
A. Plan, publicize and implement several RPAC Fundraising Events.Audit 2014, 2015 & 2016 RPAC events and come up with a self-funding model and budget for each event.RPAC Fundraising CommitteeCEO / DeeYesCommittee planning an RPAC auction in conjunction with Spring Member Forum. ab 4.5.18
61
B. Include voluntary RPAC contributions as a line item in the dues bill. CEOOngoingYesYes
62
4. Report information to the membership about legislative and local elected officials and their activities.
63
A. Use member enewsletters, website and social media.Political Affairs / Communications & PR CommitteesCEO / DeeMonthly ReportsYesYesWe have posted all information provided by the School Board Liaison Committee to the website and on our social media channels as it is received. 2.7.18 ab
64
5. Maintain relationships with legislative and local governing body officials.
65
A. Work with the state association to make RPAC presentations for appropriate elected officials.Political Affairs CommitteeCEOOngoingYes
66
B. Assign local Association RPAC Trustees to meet with candidates for office, and select those individuals to recommend to the state association for RPAC funds.VP Political Affairs / Chair, RPAC TrusteesOngoing, prior to State Association deadlinesYesYes
67
C. Require Leadership Academy students to attend a meeting of the county commissioners or the School Board.Leadership Academy DeanMarch 1YesYes
68
69
VI. Review Programs, Activities, Governance Structure, Policies and Resources to Meet or Exceed NAR Core Standards for Local Boards / Associations, Enhance Volunteer Involvement and Effectiveness in meeting the Needs of the Association and its Members1. Serving as the Strategic Planning Committee, the Executive Committee will review the Strategic Plan at least annually to evaluate its ability to meet NAR Core Standards, enhance volunteer improvement, and effectiveness in meeting the needs of the Association and its members.
Come up with a budget for a Strategic Planning retreat offsite for 2 days, 1 night only.President-ElectCEOAprilThere is no Strategic planning retreat budget due to lack of funds. 2.7.18 ab
70
2. Submit to the Bylaws & Policy Committee needed changes to those documents.President-ElectOngoingYesYesChanges submitted and accepted in Feb & Apr 2018. ab
71
3. Hold annual orientation for Officers, Committee Chairs/Vice Chairs, State Directors, Board of Directors and others, as needed.Incoming President / President-ElectFallYes
72
4. Regularly hold staff meetings to ensure compliance with policy, and review status of work to meet the Strategic Plan.OngoingYesYesMeetings held mostly weekly. 4.5.18 ab
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100
Loading...
 
 
 
2017 Scoreboard
Sheet2
 
 
Main menu