2018-2019 DAR Strategic Plan Matrix Scoreboard
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Strategic Plan Matrix2018-2019Need to add for next Strat Plan
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Strategic GoalsObjectivesStrategiesPrioritiesAdvocacy GroupVice PresidentStaff ResponsibilityDate20182019Notes
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I. Increase / Retain Association Revenue1. Expand / Improve DeKalb Real Estate Expo50% increase in net revenue. Increase attendance by 20%.Expo Task ForceCommunications & Events CoordinatorEvent Date: FRI, Sept 14, 2018No
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A. Come up with a robust program agenda including guest speakers and 1.5 hour CE class by June 30June 30No
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2. Self-funding for each event so each committee must come up with a budget. Financial / Association Investment CommitteesJanuaryYes
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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 & OctoberYes
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4. Review Association financial records on a regular basis.More detailed breakdown of monthly reports. MonthlyYes
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5. Review ROI for sponsors and Business Affiliate MembersA. Increase Business Affiliate membersSponsorship CommitteeJulyYes
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B. Hold Business Affiliate/ Engagement Roundtable.VC Business AffiliatesCommunications & Events Coordinator / Member Services CoordinatorYes
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C. Revise Business Affiliate ROI sheet, as needed.Sponsorship CommitteeYes
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D. Create an Affiliate of the Year Award with pre-determine metrics.Awards CommitteeRecognized at Holiday LuncheonYes
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II. Increase / Retain Membership1. The Young Professionals Network for the Association will plan events for that group.Member Services Coordinator
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A. Plan, market and execute at least two signature networking or education events.YPN / Membership CommitteeNo
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B. Submit information to NAR & GAR for recognitionYes
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C. Collaborate with RPAC and Leadership Academy to identify future leaders for the Association.YPN / Membership Committee /RPAC /Leadership Academy
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2. Meet with current and potential broker members / attend office meetings.
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A. 10 or more current broker members.Membership Committee / Board of DirectorsCEO / Member Services Coordinator / PresidentAnnuallyNo
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B. 10 or more potential broker members.No
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3. Follow up with new members via social media and direct ask for involvement.Determine a better/ more modern strategy to communicate with members.
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A. Campaign to sign up members for text alertsMembership / Communications CommitteeCommunications & Events CoordinatorOngoingYes
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B. Come up with comprehensive communications plan including use of social media.
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C. Direct AskMember Services CoordinatorYesEncourage members to develop professional skills and enroll as candidates for various professional designations of the Institues, Socieites and Councils of the National Assoication.
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D. Campaign to sign up members for text.Communications & Events CoordinatorYes
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E. Create a budget for Public Relations & Marketing Expenses & Communications to include, but not limited to video.CEOYes
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4. Plan a variety of professional development (see III), social or community outreach (see IV) events to attract different segments of the membership.
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A. Past President's LuncheonMembership CommitteeCEO / Communications & Events CoordinatorSpringYes
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B. Broker Engagement EventMember Services CoordinatorSpring & FallYes
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C. Business Affiliate Member Roundtable and Appreciation ReceptionCEO / Communications & Events CoordinatorSpring & FallYes
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D. New MembersMember Services CoordinatorOngoingYes
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E. Member Forumsi. Spring Membership ForumPresident - Elect / Membership CommitteeCEO / Communications & Events CoordinatorApril or MayYes
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ii. PinnaclePinnacle Awards CommitteeMarchYes
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iii. Fall Membership Forum at ExpoPresident - Elect / Real Estate Expo Task ForceFall @ ExpoYes
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iv. December Membership MeetingPresident - Elect / Membership CommitteeHoliday LuncheonYes
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III. Provide Professional Development Opportunities for Members1. Collaborate and engage with the Chamber of Commerce. Professional Development CommitteeEducation & Administrative CoordinatorOngoingYes
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2. When appropriate, partner with and promote other opportunities from Women's Council of REALTORS, GAMLS and other entities.Community Outreach CommitteeEducation & Administrative Coordinator / Communications & Events CoordinatorYes
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3. Schedule Continuing Education and non-CE education programs, including Broker courses.Re-evaluate our educational strategy to ensure we're offering the latest and greatest topics trending in the industry from the Swanepoel Report and Inman Report by creating a trend-setting task force, appointed by the President and, when feasible, incorporate other locations and activities. Professional Development CommitteeEducation & Administrative CoordinatorOngoingYes
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4. Complete the online New Member Orientation.Membership CommitteeCEO / Member Services CoordinatorNo
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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 CommitteeMember Services CoordinatorOngoingYes
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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, other CIDs in DeKalb and the DeKalb Chamber of Commerce.Community Outreach / Communications and PR CommitteesEducation & Administrative CoordinatorYes
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3. Assist DeKalb County School Board by recruiting members to serve on local school Principal's Advisory Councils (PAC's).Political Affairs Committee / VC Local Political Affairs - School Board LiaisonCEOYes
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4. Update press and media contacts.Produce a template Press release.Communications & PR CommitteesCommunications & Events CoordinatorApril 1Yes
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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 1YesCommunications Plan
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V. Maintain Political Involvement through Advocacy and Member Engagement1. Coordinate member meetings with elected officials to discuss matters of importance to REALTORS
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A. Encourage member participation in the GAR REALTOR Legislative Day at the Capitol and at the GAR State and Local Governmental Affairs Committee Meetings.RPAC TrusteesCommunications & Events CoordinatorYes
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B. Require attendance at GAR REALTOR Legislative Day and a GAR State and Local Governmental Affairs Committee meeting for Leadership Academy graduation.Leadership Academy DeanCEOGAR Inaugural in FebruaryYes
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C. Promote through social media emails, and other media.Political Affairs / Communications and PR CommitteesCommunications & Events CoordinatorYes
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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 MeetingYes
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2. Hold a Political Forum to discuss local issues before elections.VP Political Affairs / President-ElectPrior to Election DayNo
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A. Appoint Association members to serve as liaisons to county commissioners and school board members and report activity.President / President-Elect / VP Political AffairsMonthly ReportsYes
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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 1No
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3. Raise funds for RPAC.
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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 / Communications & Events CoordinatorYes
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B. Include voluntary RPAC contributions as a line item in the dues bill. CEOOngoingYes
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4. Report information to the membership about legislative and local elected officials and their activities.
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A. Use member enewsletters, website and social media.Political Affairs / Communications & PR CommitteesCEO / Communications & Events CoordinatorMonthly ReportsYes
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5. Maintain relationships with legislative and local governing body officials.
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A. Work with the state association to make RPAC contributions for appropriate elected officials.Political Affairs CommitteeCEOOngoingYes
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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 deadlinesYes
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C. Require Leadership Academy students to attend a meeting of the county commissioners or the School Board.Leadership Academy DeanMarch 1Yes
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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. The Strategic Planning 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.
A. Come up with a budget for a Strategic Planning retreat offsite for 2 days, 1 night only.Strategic Planning CommitteeCEOAprilYes
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B. A Presidential Advisory Group that consists of the President, President-Elect and Immediate Past President will review the Swanepoel and Inman Reports to come up with industry trends and present to the Strategic Planning Committee.President, President-Elect & Immediate Past PresidentFeb
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2. Submit to the Bylaws & Policy Committee needed changes to those documents.President-ElectOngoingYes
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3. Hold annual orientation for Officers, Committee Chairs/Vice Chairs, State Directors, Board of Directors and others, as needed.Incoming President / President-ElectFallYes
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A. All must complete NAR's Leadership 100 course prior to the orientation.Incoming President / President-ElectFallYes
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4. Regularly hold staff meetings to ensure compliance with policy, and review status of work to meet the Strategic Plan.OngoingYes
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5. Assign an event liaison, appointed by the President, for each event. A. Have them communicate with the President and Communications & Events Coordinator.President / Communications & Events CoordinatorOngoing
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