Rural Water - Quarter 3, 2014 - (Page 42)

MANAGING YOUR WATER SYSTEM Cleared for Takeoff! Flight Plan for the Strategic Plan BY BOB HARRIS, CAE YOU'VE HAD A planning retreat, and everyone was enthusiastic about the new direction and ideas. But as the planning team returns to their offices, most forget their commitment to the new strategic plan. This "checklist" is similar to an airline pilot's flight plan and pre-flight checklist. Things have to be done in order and at the right times to be successful. For instance you can't load the passengers but forget to fuel the plane. Similarly you cannot create the plan and then forget to align committees or monitor its progress. Use the flight plan and schedule to integrate the strategic plan. Immediately after the planning retreat * Circulate a draft of the plan within 10 to 14 days so leaders can see the results of their discussions and decisions. When the plan is still fresh, there may be other good ideas that come to mind. * Share the plan with staff to enlighten them about discussions and decisions at the retreat. This will reduce anxieties about what the board did and invite their input. * Present a final draft of the strategic plan at the next board meeting. Have the motion approved as the official 42 * Third Quarter 2014 roadmap for the organization by a motion of the board. * Inform members, communities and stakeholders of the new plan. Describe enhancements to the organization, new ideas and direction (supporting ROI). Do this through articles, the website, announcements and dissemination to components, where applicable. * Publicize the report with collateral material. Transform the typed pages into a brochure that informs members, prospects and sponsors of the organization's direction. Promote the plan using a brochure or PDF at meetings, on the website and in new member kits. Design an information card or bookmarks with the new mission, vision and goals, plus contact information. Distribute them liberally. * Most membership brochures can benefit from a fresh look. After creating a strategic plan brochure, consider creating a membership brochure that complements the plan. This ties joining and renewal to the organization's mission, goals and strategies. * If there are components, give them tools to inform local members about the strategic direction. Provide copies of the plan, collateral and a PowerPoint. * Add the plan to the website. Too many organizations include history and bylaws on their website but fail to promote strategic direction. * Appoint a plan-champion. Similar to the treasurer overseeing the budget, the planchampion monitors progress on the plan. Consider the president-elect for this role. At three months The plan should be integrated into the organization. It will have an impact on nearly every aspect. * Align the plan with the budget. The budget is not the driver of the organization, but the reverse. The strategic plan should both generate and expend funds through programs and projects. * Under each goal the committees should be aligned. A strategic goal without a committee or champion is likely to fail. Be sure committees have a copy of the strategic plan in their folder so they are always working to advance the strategies and goals. * The staff or departments will want take "ownership" of elements of the strategic plan.

Table of Contents for the Digital Edition of Rural Water - Quarter 3, 2014

From the President
Dressing Your Entire Utility for Success
Go the Extra Mile
Customer Service: Getting Along With Mildred
Changing of the Guard in Public Works
Employee Rights and Their Limits
Professional Status Is Achievable…Isn’t It?
Power Up the Board Retreat
Cleared for Takeoff! Flight Plan for the Strategic Plan
The Safe Drinking Water Act’s 40th Anniversary
Regulatory Update
Throwing My Loop
Index to advertisers/
From the CEO

Rural Water - Quarter 3, 2014