The Nuts and Bolts of  Five-Year Planning
<ul><li>What is your vision for the next five years? </li></ul><ul><li>How do you want your five-year term to feel?  </li>...
Creating a Five-Year Plan <ul><li>What is it? </li></ul><ul><ul><li>A yearly snapshot of what you hope to accomplish as a ...
Creating a Five-Year Plan <ul><li>How will this help our class? </li></ul><ul><ul><li>Provides a timeline of necessary act...
Creating a Five-Year Plan <ul><li>Who creates and executes the plan? </li></ul><ul><ul><li>Class officers primarily, with ...
Sample Five-Year Snapshot Pg.  Year 1 Goals Year 2 Goals Year 3 Goals Year 4 Goals Year 5 Goals <ul><li>Encourage classmat...
Sample Year One:  July 2011-June 2012 Pg.  <ul><li>Class Goals </li></ul><ul><li>Encourage classmates to keep up interest ...
Sample Five-year Goals Pg.  Year One Class Goals <ul><li>Encourage classmates to keep up interest and involvement now that...
Sample Five-year Goals Pg.  Year Three Class Goals <ul><li>Reach out to inactive classmates to encourage broader participa...
Sample Year One:  July 2011-June 2012 Pg.  <ul><li>Action Steps </li></ul><ul><li>All Officers </li></ul><ul><ul><li>Gathe...
Sample Year One:  July 2011-June 2012 Pg.  <ul><li>Association/Development Tasks </li></ul><ul><ul><li>Hosts Class Preside...
Sample Year One:  July 2011-June 2012 Pg.  <ul><li>Action Steps </li></ul><ul><li>President </li></ul><ul><ul><li>Attend N...
Sample Five-Year Plan Ideas  <ul><li>Email/liaison with grandmother (50 th )/granddaughter class </li></ul><ul><li>Build a...
Resources <ul><li>More about developing a Five-Year Plan is included in the Class Officers ’ Handbook </li></ul><ul><ul><l...
Pg.  Five-Year Plan Checklist <ul><li>Are our goals realistic for the time, talent and resources that we have available? <...
Upcoming SlideShare
Loading in …5
×

Alumnae Five-Year Plan

605 views
394 views

Published on

This presentation outlines the five-year plan.

Published in: Education, Career
0 Comments
0 Likes
Statistics
Notes
  • Be the first to comment

  • Be the first to like this

No Downloads
Views
Total views
605
On SlideShare
0
From Embeds
0
Number of Embeds
3
Actions
Shares
0
Downloads
11
Comments
0
Likes
0
Embeds 0
No embeds

No notes for slide
  • Mountain Day idea: Class of 2000
  • Alumnae Five-Year Plan

    1. 1. The Nuts and Bolts of Five-Year Planning
    2. 2. <ul><li>What is your vision for the next five years? </li></ul><ul><li>How do you want your five-year term to feel? </li></ul>Pg.
    3. 3. Creating a Five-Year Plan <ul><li>What is it? </li></ul><ul><ul><li>A yearly snapshot of what you hope to accomplish as a board over the next five years </li></ul></ul><ul><ul><li>Includes goals and action steps on everything from communications to events </li></ul></ul><ul><ul><li>Also includes class traditions, such as annual get-togethers or memorials </li></ul></ul><ul><ul><li>Culminates with your next reunion </li></ul></ul>Pg.
    4. 4. Creating a Five-Year Plan <ul><li>How will this help our class? </li></ul><ul><ul><li>Provides a timeline of necessary actions in non-reunion years, as well as in the year leading up to reunion </li></ul></ul><ul><ul><li>Provides a means to increase participation by planning events throughout your term </li></ul></ul><ul><ul><li>An active schedule of activities, especially in non-reunion years, will broaden your class ’s engagement with each other, Mount Holyoke and the Alumnae Association </li></ul></ul>Pg.
    5. 5. Creating a Five-Year Plan <ul><li>Who creates and executes the plan? </li></ul><ul><ul><li>Class officers primarily, with the support and suggestions of other class volunteers </li></ul></ul><ul><ul><li>Assistance can be provided by the Classes and Reunions Committee, Alumnae Association staff, and the Development Office (Head Class Agents) </li></ul></ul><ul><ul><li>Recruit additional classmates as necessary to carry out the goals </li></ul></ul>Pg.
    6. 6. Sample Five-Year Snapshot Pg. Year 1 Goals Year 2 Goals Year 3 Goals Year 4 Goals Year 5 Goals <ul><li>Encourage classmates to keep up interest and involvement after reunion </li></ul><ul><li>Complete transition from the former class board, including the transfer of class treasury </li></ul><ul><li>Communicate the highlights of the past reunion to classmates </li></ul><ul><li>Review Alumnae Annual Fund giving results </li></ul><ul><li>Update class website on at least quarterly basis </li></ul><ul><li>Reach out to a different segment of the class via email each quarter for class notes and website profiles </li></ul><ul><li>Plan a mini-reunion with a goal of 20 classmates in attendance </li></ul><ul><li>Continue to update class website on at least quarterly basis </li></ul><ul><li>Reach out to a different segment of the class via email each quarter for class notes and website profiles </li></ul><ul><li>Reach out to inactive classmates to encourage broader participation in class activities and projects </li></ul><ul><li>Plan a mini-reunion with a goal of 30 classmates in attendance </li></ul><ul><li>Continue to update website on at least quarterly basis </li></ul><ul><li>Reach out to a different segment of the class via email each quarter for class notes and website profiles </li></ul><ul><li>Continue to encourage participation in the Alumnae Annual Fund </li></ul><ul><li>Find a reunion chair if one was not elected at previous reunion </li></ul><ul><li>Start to gather reunion team </li></ul><ul><li>Attend fall Reunion Planning Workshop on campus </li></ul><ul><li>Set reunion participation and Annual Fund goals </li></ul><ul><li>Nominating Committee begins work to identify next class officers </li></ul><ul><li>Continue to update class website on at least quarterly basis </li></ul><ul><li>Reach out to a different segment of the class via email each quarter for class notes and website profiles </li></ul><ul><li>Complete reunion team </li></ul><ul><li>Update website frequently to include reunion information </li></ul><ul><li>Personal outreach by board to encourage reunion participation </li></ul><ul><li>Reach out to a different segment of the class via email each quarter for class notes and website profiles </li></ul><ul><li>Have a great reunion! </li></ul>
    7. 7. Sample Year One: July 2011-June 2012 Pg. <ul><li>Class Goals </li></ul><ul><li>Encourage classmates to keep up interest and involvement after reunion </li></ul><ul><li>Complete transition from the former class board, including the transfer of class treasury </li></ul><ul><li>Communicate the highlights of the past reunion to classmates </li></ul><ul><li>Review Alumnae Annual Fund giving results </li></ul><ul><li>Update class website on at least quarterly basis </li></ul><ul><li>Reach out to a different segment of the class via email each quarter for class notes and website profiles </li></ul><ul><li>Action Steps </li></ul><ul><li>All Officers </li></ul><ul><ul><li>Gather reunion stories and pictures to send in letter/post to website </li></ul></ul><ul><ul><li>Communicate with outgoing officers to ensure a smooth transfer </li></ul></ul><ul><li>President </li></ul><ul><ul><li>Review class treasury </li></ul></ul><ul><ul><li>Appoint Web Coordinator, if position not filled </li></ul></ul><ul><ul><li>Organize schedule for board conference calls/meeting </li></ul></ul><ul><li>Treasurer </li></ul><ul><ul><li>Contact outgoing treasurer to transfer class financial files </li></ul></ul><ul><ul><li>Discuss potential budgets for class projects </li></ul></ul><ul><li>Head Class Agent </li></ul><ul><ul><li>Review class giving history </li></ul></ul><ul><ul><li>Work with Development Office on participation strategies </li></ul></ul><ul><ul><li>Web Coordinator </li></ul></ul><ul><ul><li>Update website on quarterly basis </li></ul></ul><ul><li>Association/Development Tasks </li></ul><ul><ul><li>Hosts Class President, Web Coordinator and other officers at New Class Officer Training in the fall </li></ul></ul><ul><ul><li>Hosts Head Class Agents at Development Training in Fall </li></ul></ul><ul><ul><li>Ensures that outgoing Treasurer submits Financial Form C to Association (September) </li></ul></ul><ul><ul><li>Mails Annual Letter for class </li></ul></ul><ul><ul><li>Publishes class notes to Quarterly (four times a year) </li></ul></ul><ul><li>Action Steps </li></ul><ul><li>President </li></ul><ul><ul><li>Attend New Class Officer Training </li></ul></ul><ul><ul><li>Writes Annual Class Letter/Email </li></ul></ul><ul><li>Treasurer </li></ul><ul><ul><li>Complies with Association treasury guidelines </li></ul></ul><ul><ul><li>Files Form C </li></ul></ul><ul><ul><li>Web Coordinator </li></ul></ul><ul><ul><li>Attends New Class Officer Training </li></ul></ul><ul><li>Head Class Agent </li></ul><ul><ul><li>Attends Development Training </li></ul></ul><ul><ul><li>Works with Development Office on fund raising goals </li></ul></ul><ul><li>Scribe </li></ul><ul><ul><li>Gathers information for Class Notes from wide variety of classmates </li></ul></ul>
    8. 8. Sample Five-year Goals Pg. Year One Class Goals <ul><li>Encourage classmates to keep up interest and involvement now that reunion has passed </li></ul><ul><li>Complete transition from the former class board, including the transfer of class treasury </li></ul><ul><li>Communicate the highlights of the past reunion to classmates </li></ul><ul><li>Review Alumnae Annual Fund giving results and encourage more participation </li></ul><ul><li>Update class website on at least quarterly basis </li></ul><ul><li>Reach out to a different segment of the class via email each quarter for class notes and website profiles </li></ul>
    9. 9. Sample Five-year Goals Pg. Year Three Class Goals <ul><li>Reach out to inactive classmates to encourage broader participation in class activities and projects </li></ul><ul><li>Plan a mini-reunion with a goal of 30 classmates in attendance </li></ul><ul><li>Update website on at least quarterly basis with information about classmates, Mount Holyoke and the Alumnae Association </li></ul><ul><li>Reach out to a different segment of the class via email each quarter for class notes and website profiles </li></ul><ul><li>Continue to encourage participation in the Alumnae Annual Fund </li></ul>
    10. 10. Sample Year One: July 2011-June 2012 Pg. <ul><li>Action Steps </li></ul><ul><li>All Officers </li></ul><ul><ul><li>Gather reunion stories and pictures to send in letter/post to website </li></ul></ul><ul><ul><li>Communicate with outgoing officers to ensure a smooth transfer </li></ul></ul><ul><li>President </li></ul><ul><ul><li>Review class treasury </li></ul></ul><ul><ul><li>Appoint Web Coordinator, if position not filled </li></ul></ul><ul><ul><li>Organize schedule for board conference calls/meeting </li></ul></ul><ul><li>Treasurer </li></ul><ul><ul><li>Contact outgoing treasurer to transfer class financial files </li></ul></ul><ul><ul><li>Discuss potential budgets for class projects </li></ul></ul><ul><li>Head Class Agent </li></ul><ul><ul><li>Review class giving history </li></ul></ul><ul><ul><li>Work with Development Office on participation strategies </li></ul></ul><ul><ul><li>Web Coordinator </li></ul></ul><ul><ul><li>Update website on quarterly basis </li></ul></ul>
    11. 11. Sample Year One: July 2011-June 2012 Pg. <ul><li>Association/Development Tasks </li></ul><ul><ul><li>Hosts Class President, Web Coordinator and other officers at New Class Officer Training in the fall </li></ul></ul><ul><ul><li>Hosts Head Class Agents at Development Training in Fall </li></ul></ul><ul><ul><li>Ensures that outgoing Treasurer submits Financial Form C to Association (September) </li></ul></ul><ul><ul><li>Mails Annual Letter for class </li></ul></ul><ul><ul><li>Publishes class notes to Quarterly (four times a year) </li></ul></ul>
    12. 12. Sample Year One: July 2011-June 2012 Pg. <ul><li>Action Steps </li></ul><ul><li>President </li></ul><ul><ul><li>Attend New Class Officer Training </li></ul></ul><ul><ul><li>Writes Annual Class Letter/Email </li></ul></ul><ul><li>Treasurer </li></ul><ul><ul><li>Complies with Association treasury guidelines </li></ul></ul><ul><ul><li>Files Form C </li></ul></ul><ul><ul><li>Web Coordinator </li></ul></ul><ul><ul><li>Attends New Class Officer Training </li></ul></ul><ul><li>Head Class Agent </li></ul><ul><ul><li>Attends Development Training </li></ul></ul><ul><ul><li>Works with Development Office on fund raising goals </li></ul></ul><ul><li>Scribe </li></ul><ul><ul><li>Gathers information for Class Notes from wide variety of classmates </li></ul></ul>
    13. 13. Sample Five-Year Plan Ideas <ul><li>Email/liaison with grandmother (50 th )/granddaughter class </li></ul><ul><li>Build a meaningful relationship with a current class on campus </li></ul><ul><li>Explore AALANA group interests </li></ul><ul><li>Generate sustainability ideas for posting on website – “Go Green!” </li></ul><ul><li>Research class in archives </li></ul><ul><li>Explore emailing birthday cards </li></ul><ul><li>Encourage class officers to be role models through sending notes to scribes, pay dues, etc. </li></ul><ul><li>Do analysis of class composition to decide where to have mini-reunions </li></ul><ul><li>Freshman year dorm mini-reunion </li></ul><ul><li>Designate an annual class Mountain Day for 5 years and encourage classmates to get together and share their photos </li></ul>Pg.
    14. 14. Resources <ul><li>More about developing a Five-Year Plan is included in the Class Officers ’ Handbook </li></ul><ul><ul><li>alumanae.mtholyoke.edu/pdf/volres/coh.pdf </li></ul></ul><ul><li>Alumnae Association website also has useful resources </li></ul><ul><ul><li>alumnae.mtholyoke.edu/volunteers/res/classes/ </li></ul></ul>Pg.
    15. 15. Pg. Five-Year Plan Checklist <ul><li>Are our goals realistic for the time, talent and resources that we have available? </li></ul><ul><li>Have all of the necessary tasks to achieve our goals been assigned? </li></ul><ul><li>Have we included outreach to classmates in all five years of our term? </li></ul>Pg.

    ×