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Strategic Planning Chapter/State Council Survey

  • 1.  Strategic Planning Chapter/State Council Survey

    Posted 10-24-2018 20:44
      |   view attached
    My local chapter had recently undergone the strategic planning process.  As volunteer leaders, finding time for the large group to get together for a full or even a half day session can sometimes be difficult.  We used the attached survey to help generate information and ideas in advance to our actual workshop sessions.  The survey allowed us to maximize our time together as well as hear from those who could not be directly involved in the process.   Having people report back in advance also minimized group think and allow different learns/contributors a more active role in the strategic planning process.  For example some of our leaders are more introvert in nature and prefer the time to think through processes - the dual approach to planning helped us meet the needs of various styles.

    I hope this tool may be of use to you as your chapter/council plans it strategic planning activities.  I would be glad to assist if there are question about the process we took or the survey.

    Best of luck to you in your planning,

    Sheree
    WISHRM, Milwaukee Metro SHRM, SHRM Racine & Kenosha

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    [Sheree] [Yates], [SHRM-CP, PHR]
    [Senior Director of HR]
    [Educational Credential Evaluators]
    [Milwaukee] [WI]
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    Attachment(s)



  • 2.  RE: Strategic Planning Chapter/State Council Survey

    Posted 10-25-2018 12:25
    Thanks for sharing Sheree.  This is a great tool to use.  You really hit the nail on the head regarding different styles (extroverts vs introverts) and this gives everybody an equal opportunity and voice.  I am going to share this will my states.  Thanks again!

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    Dianna Gould SHRM-SCP
    SHRM Pacific West Field Services Director
    SHRM
    Redmond OR
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  • 3.  RE: Strategic Planning Chapter/State Council Survey

    Posted 10-25-2018 13:56
    Hi Sheree!
    Thank you for posting the questions you asked to 'prime the pump' in advance of your strategic planning session.  We're planning on facilitating a full-day session in early 2019, when four new board members join our team.

    Appreciate your sharing.

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    Paul Kopack SHRM-SCP
    Johnson Health Center
    Madison Heights
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  • 4.  RE: Strategic Planning Chapter/State Council Survey

    Posted 10-25-2018 15:00
    This is helpful....thanks for sharing! Sounds like a time saver. Did you share the summary of the responses with the board?

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    Orlena Cowan SHRM-SCP
    HRACC
    Hartford
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  • 5.  RE: Strategic Planning Chapter/State Council Survey

    Posted 10-25-2018 17:09

    Dianna, Paul, & Orlena

    I am glad to hear that this may be helpful to you and others.

    I shared the summarized complete results with the chapter president and then created a summary for the board that was incorporated into the workshop.  In some cases, I lead with the data that the group shared, in others, I opened the floor for discussion around the topic first and then shared the results of pertinent questions related to that topic from the survey.

    Good luck with your future planning Paul and Orlena!

    Sheree



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    [Sheree] [Yates], [SHRM-CP, PHR]
    [Senior Director of HR]
    [Educational Credential Evaluators]
    [Milwaukee] [WI]
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  • 6.  RE: Strategic Planning Chapter/State Council Survey

    Posted 10-26-2018 10:45
    ​Hi Sheree!

    Thanks for sharing!  We have our chapter's strategic planning day coming up in January, so I will definitely share your tool with our chapter.

    Keep us posted on the progress and outcomes of this exercise.

    Thanks,
    Jeff

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    Jeffery Palkowski SHRM-CP, PHR, MHRM
    SHRM A-Team Advocacy Captain for WI-01
    Director of Government Affairs - Greater Madison Area SHRM
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  • 7.  RE: Strategic Planning Chapter/State Council Survey

    Posted 10-26-2018 14:27
      |   view attached

    Thanks, Sherre, I agree, this is very helpful. I have shared it with the Presidents of our state's chapters.
    I also had this document from several years back - notes I took from a chapter session called How to Develop a Strategic Plan.
    I'm attaching it here in case it is of interest.

    All the best,

    Andy Thiede



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    Andy Thiede SHRM-SCP
    HRACC
    Berlin CT
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    Attachment(s)



  • 8.  RE: Strategic Planning Chapter/State Council Survey

    Posted 10-30-2018 13:26
    Nice overview Andy! Thanks for sharing this.

    Sheree

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    [Sheree] [Yates], [SHRM-CP, PHR]
    [Senior Director of HR]
    [Educational Credential Evaluators]
    [Milwaukee] [WI]
    ------------------------------