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Collin County, Texas, Leadership and Planning

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Annual leadership retreat for officers, directors.

Annual leadership retreat for officers, directors.

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  • 1. Collin County Association of Realtors Strategic Planning Session 2010
  • 2. Agenda
    • Introduction
    • Mission Statement
    • Strengths and Weaknesses
    • “ Game Changer” Trends
    • Business Model Strategy Statement
    • Group Wisdom: Goals and Objectives for the Current Plan
    • Plan Implementation
    Judith Lindenau JWL Associates
    • The purpose of our meeting is to focus on the Collin County Association of Realtors by assessing its current organizational effectiveness and its immediate future direction.
    • Secondary benefits: an informed leadership and staff, a process to continue strategic decision-making
    Judith Lindenau JWL Associates
  • 4. Components of Traditional Strategic Planning
    • Member Assessment (demographic analysis)
    • Community Inventory (SWOT)
    • Industry Review
    • Completed Strategies and Implementation Program
    • Structural Audit
    Judith Lindenau JWL Associates
  • 5. Action Item One THE MISSION STATEMENT Each Member Should be able to Verbally Express the Mission Judith Lindenau JWL Associates
  • 6. Action Item Two STRENGTHS AND WEAKNESSES Judith Lindenau JWL Associates
  • 8. Game Changer #1 Demographic Shift Judith Lindenau JWL Associates
  • 9. Judith Lindenau JWL Associates
  • 10. Seniors
    • Learn in traditional ways such as reading and classrooms;
    • Consider their work a vital part of their "social identity;"
    • Have had only one to three jobs in their careers;
    • Dislike and distrust technology
    • May be unfamiliar with the pressures of two-career families.
    Judith Lindenau JWL Associates
  • 11. Judith Lindenau JWL Associates
  • 12.
    • geeks often--
    • Are committed to making a life, not just a living;
    • View team-building, engagement, and partnerships as essential to leadership;
    • Recognize that with diversity come new perspectives, ideas, and insights;
    • Desire and believe that they can better the world;
    • Are experimental and entrepreneurial, less loyal to employers;
    • Learn through both traditional and experiential means;
    • enjoy technology
    • Are more secure with insecurity and change;
    • Have limited time for association work
    Judith Lindenau JWL Associates
  • 13. Geek at Home Judith Lindenau JWL Associates
  • 14. Barriers to CCAR Success Judith Lindenau JWL Associates
  • 15.
    • Out-dated governance models
    • Delivery models for goods and services
    • Expectations of ‘participatory’ membership
    • Time Commitment
    • Poor association technology track record
    • Lack of response to needs of younger members
    The Geeks Present a Challenge to Any Organization Judith Lindenau JWL Associates
  • 16. Game Changer #2 MLS CHANGE Judith Lindenau JWL Associates
  • 17. LIFE Without MLS
    • Income
    • Member Recruitment
    • Member Retention
    • Ethics and Professional Behavior
    Judith Lindenau JWL Associates
  • 18. Revise Your Thinking!
    • MLS as a separate Cost Center
    • Plan and deliver association benefits and services as though members had a choice
    Judith Lindenau JWL Associates
  • 19. Game Changer #3 BROKERAGE MODELS Judith Lindenau JWL Associates
  • 20. Projected Business Model Changes
    • Leaner and Meaner
    • Fewer Bricks and Mortar Amenities
    • Specialized Employees
    • Emphasis on better production and services
    • Diversity of services in 'customer for life' environment
    Judith Lindenau JWL Associates
  • 21. Impact on Associations
    • Fewer Members
    • More Specialists
    • Membership Requirements--licensure
    • Electronic Communications
    • Delivery of Services
    • Public Relationships
    Judith Lindenau JWL Associates
  • 22. Action Item #4 Construct a Business Model Statement Judith Lindenau JWL Associates
  • 23. Definition: “ What keeps the organization sustainable?” A statement which defines the methods by which the organization accomplishes its mission and generates revenue Answers the question, Judith Lindenau JWL Associates
  • 24. Examples: Google is a business. The revenue we generate is derived from offering search technology to companies and from the sale of advertising displayed on our site and on other sites across the web.” Food bank business model statement: "We obtain donated food from businesses (85%) and individuals (15%), sorted and distributed largely by volunteers, and financially supported by individual donors and the community foundation." Judith Lindenau JWL Associates
  • 25. Action Item #5 Crowd Sourcing: Goals and Objectives Judith Lindenau JWL Associates
  • 26. Goals and Objectives
    • Goal
    • Definition: A broadly stated general value
    • Example: I need to get out of town!
    • Objective
    • Definition: A measurable plateau
    • Example: I will vacation for 2 weeks in the Bahamas
    Judith Lindenau JWL Associates
  • 27. Strategies
    • I will save $2,000 from my next commissions
    • I will find a house to rent using vrbo
    • I will decide on the location based on fishing, beaches and price
    • I will book the airline tickets
    • I will block off my calendar at least 3 months in advance
    • I will buy a new bathing suit
    Judith Lindenau JWL Associates
  • 28. CCAR Planning Work Groups
    • Facility and Location
    • Leadership Development
    • Membership Growth, Recruitment, Define new ways to Participate, Communication
    • Increased Community Image and Heightened Visibility
    Judith Lindenau JWL Associates
  • 29. Implementation Judith Lindenau JWL Associates
  • 30. Steps
    • Approve the Plan
    • Design and Approve Strategies and Benchmarks
    • Spend time at each BOD meeting on Strategic Thinking
    • Budget the Plan
    Judith Lindenau JWL Associates
  • 31. Closing Details
    • Handouts included:
      • Pre-work on Mission Statement and Association Strengths and Weaknesses
      • Business Model Strategy Statement
      • Strategy Screen
      • Project Planning and Marketing Worksheet
      • Implementation Suggestions
    • Plan will follow within 1 week
    • Slide presentation is available on www.slideshare.com
    • Contact information: [email_address] (231-715-1416)
    Judith Lindenau JWL Associates
  • 32. Thank you! Judith Lindenau JWL Associates