3. Specialties
Specialties
• Operational Efficiency
• Business Analysis/ Research
• Business Cooperatives
• Dynamic Governance
• Technical Documentation & Training
• Small Business Loan Administration
• School-Linked Community Outreach
• Grant Writing
• Corporate Travel Credit Card Program
• Compensation Administration
Organizations
5. STRATEGIC GAMEPLAN
MEMBERSHIP TEAM
• Keith
• Warren
• Terry
• Dave
• Donna
SUCCESS
FACTORS
CHALLENGES
TARGET
July Research
& planning
September
Gain buy-in
October
Implementation
• Identify
resources &
info needed
• Review &
update
bylaws
• Research
membership
criteria of
other coops
• Set election
date
• Draft
milestone
timetable
• Refine policies
& bylaws
• Membership
criteria &
compensation
approved by
Board
• Prepare for
Officer elections
• Prepare for any
changes in
membership
responsibilities
•
• Attorney
• CDI
• Jim
• Bylaws
Trust
Clear Direction
PLAN FOR
SUSTAINABLE
SUCCESS
Leadership
Development
Financial Health
Systems for
Accountability
Effective
Communication
Compelling
Image & Brand
Customer
confidence
Succession
Planning
Marketing info
& resources
Preparation &
Participation
Timely
information
KBG
Leadership
Dev
Shared Vision
Clear roles
SMART Goals
Good Relations
Project Management
Wise &
Resourceful Board
Nimble
Structure
Membership Criteria
Common
Language
Willingness to
learn new skills
and tools
Maintaining
Strategic “level”
Build a
foundation
of trust
Understanding
and trusting the
process
Weather
Creating time
to learn &
work together
August
Design plans
& proposals
• Seek answers to
strategic
questions
• Draft
Membership
Handbook
content
• Present to
ExCom for
input/approval
• Create or ID
compensation
plan
RESOURCES
• Plan for Board
development &
sustainability
• Officer Elections
• Board & member
responsibilities
& criteria
• Board & member
contracts
• Board & member
performance
monitoring
systems
Member
commitment
Work Sample
