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and role and based on this input and analysis, define its future. What is its future? What are its goals? What are
its aspirations? How does it want it be defined? How does it want to be known? Where will it be in 10 years? 20? 30? What is its trajectory?
◗ Define goals. Based on the non-profit’s goals, define long, medium and short term goals.
◗ Create action steps. Define action steps and tasks to complete each goal, assign someone responsible to perform and oversee each task and create deadlines for each task.
◗ Create accountability. Create a plan to hold everyone accountable to complete the tasks assigned to them.
◗ Assess the plan. Regularly assess the plan and determine whether it needs to be revamped, changed or tweaked and if so, how.
Become Your Own CEO
Prepare a Strategic Plan for Your Trade Association
Initiate strategic planning at your trade association. Secure the buy in from the leadership and
SECTION 04 BEYOND PERSONAL STRATEGIC PLANNING
the team and facilitate the creation and implementation association engage in strategic planning?
of a strategic plan. How does a trade
members? Ask what its strengths
and weaknesses are. Ask what its opportunities and threats are. Ask about its successes and failures. Ask about its history and its trajectory.
Assess identity. Discuss the trade association’s mission, vision, values, principles and purpose. Review how these have changed and why. Why was the trade association formed? What was its original purpose? How has that purpose changed over time?
◗ Assess current status. Survey the leadership and team to determine the current status of your trade association. Who does it serve? How does it serve them? How is it financially? What are its sources of revenue? How much does it have in reserves? How has its finances changed over the last five years? How has its membership changed? Has membership steadily increased or decreased over the last five years?
How does the organization address membership? How does it serve its
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