The Sigma Chi Strategic Plan-The Next 150 Years

1. Keith Krach:Keith Krach:
Strategic Planning UpdateStrategic Planning Update
7575thth
GRAND CHAPTERGRAND CHAPTER

2. Where are we?Where are we?
1855 2005 2155

3. To develop the long range strategic plan
and process and champion an execution
mechanism that will guide the Sigma
Chi Fraternity for future generations.
Grand Consul’s Charge

4. Stakeholders
 Undergraduate chapters
 Grand Praetors and Grand Trustees
 Sigma Chi Foundations (U.S. & Canada)
 Past Grand Consuls
 Alumni chapters
 House corporations
 College administrators
 Headquarters staff
Added industry experts:
Bill George, J. Bruce Harreld, Jim Helwig, Marc Carlson
Identify Stakeholders and Build TeamIdentify Stakeholders and Build Team

5. Objective Leader
Objective Leader
Objectives
Objective Leader
3.1
3.2
3.3
Action Plans
Current Year Future Years
Plans
A B
C
Plans
A B
C
Plans
A B
C
Current Year Future Years
Current Year Future Years
Core Values,
Vision & Mission
Core
Values
Vision
Mission
(organizational
purpose)
Strategic Imperatives
(areas of focus)
1
2
3
4
5
Sponsor & Owner
6
Sponsor & Owner
Sponsor & Owner
Sponsor & Owner
Sponsor & Owner
Sponsor & Owner
Imperative Sponsors and
Owners
Objective Leaders
Strategic BlueprintStrategic Blueprint

6. Process: Strategic Planning TimetableProcess: Strategic Planning Timetable
Form
Team
Session 1
11/14/03
Strategic
Planning
Team
Phase I:
Planning
Additional
stakeholders via
online surveys
01/2004
Session 2
02/06/04 04/16/04
04/24/04
Spring EC
buy-off
Spring
Foundatio
n Board
buy-off
Grand
Praetors /
Grand
Trustees /
EC /
Foundation
Phase II:
Blueprint
Development
Strategic
Planning Team
Stakeholder
Feedback
Phase
IV:
External
Roll Out
Full Strategy
Team
Meeting
150th
Celebration
06/21/05
06/25/05
Grand
Council
buy-off
and
BLTW roll
out
Summer
2004
Execution
Mechanism
Development
05/13/04
Phase III:
Execution
Imperative
Owner / EC
Budget
Approval
10/08/04
Imperative
Owner / EC
01/23/05
04/16/05
Imperative
Owners &
Objective
Leaders
11/12/04
Technology training /
150th
Deliverable
Execution Planning
EC Imperative
Review
EC Imperative
Reviews and 05/06
prioritization
Strategic
Budgeting
09/06/04
Strategic
Budgeting
05/09/05

7. Strategic PlanStrategic Plan

8. Core ValuesCore Values
 Friendship
 Justice
 Learning

9. VisionVision
Leadership
Character-in-actionCharacter-in-action
To be the preeminent collegiate leadership
development organization—aligned, focused and
living our core values

10. MissionMission
Develop values-based leaders committed
to the betterment of character, campus
and community
“The main objective of Sigma Chi is to develop and train
broad minded men that recognize the wholeness of
things…
- Founder Runkle 1913

11. 4. Exponentially increase positive alumni
involvement focused on the undergraduates
1. Provide unprecedented undergraduate
leadership development through character-in-actionTM
2. Foster consistent high-quality undergraduate growth
3. Drive our position as the preeminent
leadership development organization
5. Create a fulfilling fraternal living experience
6. Maximize funds raised to
benefit undergraduates
Core
Values
Vision
Mission
(organizational
purpose)
Strategic ImperativesStrategic Imperatives
7. Ensure chapter and individual
accountability to the leadership
experience
8. To maximize the Sigma Chi
experience through Technology

12. Imperative 1: 150th AccomplishmentsImperative 1: 150th Accomplishments
 Integrated all leadership programs into unified Leadership
Continuum
 Created 150th edition of the Norman Shield
 Developed a road map for the Journey to Brotherhood and
Visions programs
 Completed the Cornerstone roll-out plan; 2 regions fully
functional
 Developed the Chapter Services Team X
 Outlined a vision for “New Horizons”
Imperative 1: Provide unprecedented undergraduate leadership development
through character-in-actionTM

13. Imperative 1: Future FocusImperative 1: Future Focus
 Additional session (#4) of Horizons –
Summer 2006
 Pilot “New Horizons” - Summer 2006
 Pilot Journey to Brotherhood program -
August 2006
 Pilot Visions Program - August 2006
 Full implementation of Cornerstone - Fall
2010
Imperative 1: Provide unprecedented undergraduate leadership development
through character-in-actionTM

14. Imperative 2: 150th AccomplishmentsImperative 2: 150th Accomplishments
 Installed 2 new chapters – 6 since 2003
 Implemented Mission 365 at 25 chapters
 Launched an 8-year expansion plan
 Created action plan to determine future of
International Plan
Imperative 2: Foster consistent high-quality undergraduate growth

15. Imperative 2: Future FocusImperative 2: Future Focus
 Mission 365 to over 100 chapters in 05-06
 Pilot training of selected Cornerstone Mentors
as Mission 365 facilitators chapters in
California Cornerstone Region
 Implement the 8-year expansion plan with 4
installations per year
 Execute Action Plan to determine feasibility of
International Expansion
Imperative 2: Foster consistent high-quality undergraduate growth

16. Imperative 3: 150th AccomplishmentsImperative 3: 150th Accomplishments
 Developed a proactive marketing campaign
 Hired tier one PR firm
 Developed a new SIGMACHI.ORG consistent
with our message
 Public launch for the 150th celebration
 Raised the standard in proactive organizational
communications
Imperative 3: Drive our position as the preeminent leadership
development organization

17. Imperative 3: Future FocusImperative 3: Future Focus
 Leverage the 150th
to drive our position
 Drive significant positive media coverage
 Leverage and raise internal communication
standards
 Develop external key indicators for success
Imperative 3: Drive our position as the preeminent leadership
development organization

18. Imperative 4: 150th AccomplishmentsImperative 4: 150th Accomplishments
 Developed an Alumni Advisory Board
program and implemented it at 60 chapters
 Developed and piloted an Alumni Big Brother
program at 8 chapter
 Developed and implemented an Alumni
Training Workshop
 Developed an alumni chapter expansion
strategy
Imperative 4: Exponentially increase positive alumni involvement
focused on the undergraduates

19. Imperative 4: Future FocusImperative 4: Future Focus
 Implement Alumni Advisory Boards at all chapters
 Expand Alumni Big Brother program
 Implement an integrated alumni training program
with a strong web focus
 Implement an Alumni Recruitment program similar
to Mission 365
 Support and leverage the Fraternity technology
Roadmap
 Develop alumni speakers bureau
Imperative 4: Exponentially increase positive alumni involvement
focused on the undergraduates

20. Imperative 5: 150th AccomplishmentsImperative 5: 150th Accomplishments
 Performed a safety assessment at 20 chapters
 Took two chapters above safety standard
 Developed a detailed plan to replicate the
improved chapters
 Developed a house corporation – equivalent of
a Peterson Award
Imperative 5: Create a fulfilling fraternal living experience

21. Imperative 5: Future FocusImperative 5: Future Focus
 Grand Trustees focus is on housing results
 Assess quality and safety at all chapters
 Bring all chapters above the safety standard
using the model developed this year
 Leverage CCI and Foundation fundraising
Imperative 5: Create a fulfilling fraternal living experience

22. Imperative 6: 150th AccomplishmentsImperative 6: 150th Accomplishments
 $40 million Capital Campaign organized and
underway with the Campaign Kickoff
announced at 150th Celebration
 Developed local chapter fundraising model
 Implemented a revised Life Loyal Sig program
that will double annual revenues over 3 years
 Increased quantity and quality of Significant
Sigs

23. Imperative 6: Future FocusImperative 6: Future Focus
 Achievement of the $40 million campaign
 Leverage local fundraising model fraternity
wide
 Development and execution of cultivation plan
for Significant Sigs (for time or funding)
 Achieve passage of Housing Bill
 Development of University Model for Sigma
Chi fundraising

24. Imperative 7: 150th AccomplishmentsImperative 7: 150th Accomplishments
 Adopted a zero-tolerance hazing policy
 Developed a chapter accreditation process
 Implemented an Academic Performance
Improvement Plan
 Rolled out cutting-edge financial management
program at 50 chapters
Imperative 7: Ensure chapter and individual accountability
to the leadership experience

25. Imperative 7: Future FocusImperative 7: Future Focus
 Enforce zero-tolerance hazing policy
 Explore alternatives to the current role of alcohol in
Sigma Chi
 Implement an individual officer accountability plan
 Drive an expanded fraternity-wide philanthropy
strategy
 Expand financial management program to another 50
chapters
Imperative 7: Ensure chapter and individual accountability
to the leadership experience

26. Imperative 8: 150th AccomplishmentsImperative 8: 150th Accomplishments
 Release of SIGMACHI.ORG – Messaging tool
 Set a strategic technology development
process (include representatives from
Imperatives)
 Publish complete technology road map
Imperative 8: To maximize the Sigma Chi experience through Technology

27. Imperative 8: Future FocusImperative 8: Future Focus
 Refine the technology road map
 Develop a clearer vision of Sigma Chi
technology (3 – 5 year)
 Implement strategic technology development
process
 Exponentially improve data volume and
accuracy
Imperative 8: To maximize the Sigma Chi experience through Technology

28. Sound Financial Plan
Ensuring Fiscal ResponsibilityEnsuring Fiscal Responsibility

29. The Leadership CascadeThe Leadership Cascade
Leadership
Strategic
Planning
Financial
Management
Technology
Strategic
Plan
Fraternity
Foundation
Alumni
Undergraduate
Chapter

30. The Next 150 YearsThe Next 150 Years
1855 2005 2155

31. ConclusionConclusion
 Sigma Chi is facing new challenges in its
second 150 years
 The Strategic Plan & budgeting process ensure we
will capitalize on all opportunities
 Our support & effort will guarantee Sigma Chi
remains on top in the Greek world!