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1 IAP2 USA | 7949 E. ACOMA DR. SCOTTSDALE, AZ 85260 | 855.500.5767 | WWW.IAP2USA.ORG
STRATEGIC PLAN FOR IAP2 USA: 2012-2014
Background
IAP2 is both a new and an old organization. The International Association for Public Participation originated
over two decades ago in North America, comprising primarily U.S. and Canadian members. Since then, the
organization grew successfully to include members from many other countries, developed key concepts and
tools for the practice of public participation, and created an internationally respected certificate training
program in the field of public participation, that is now offered in English, Spanish and French.
The success of IAP2 was not without its growing pains. In particular, the increasingly international focus of the
organization led to a loss of momentum and focus in countries such as the U.S. where IAP2 began. It also
became increasingly difficult for an administration located in one country to support and serve members
around the far-flung globe. These circumstances led to a decision in 2010 to create a series of national or
multinational affiliates, which, while still tied to the international organization, would be in a better position
both to serve their members and to focus on public participation issues peculiar to each country’s laws,
customs, language, and governance structure.
Assets
The elected 2011 board of the new US affiliate, IAP2 USA, met in Austin, Texas in March 2011 to develop a
strategic plan for the organization’s success. The strategy was designed to take advantage of and revitalize
the assets that the affiliate possesses, based on the founding and strong presence of IAP2 in the U.S. since
1990. These assets include:
 Name/brand recognition based on two decades of IAP2 in the US
 Core of long-time, loyal members
 Local chapters in several states/regions of the U.S.
 Key proprietary tools developed for the field, e.g., IAP2 Core Values, IAP2 Spectrum of Public
Participation, IAP2 Code of Ethics, etc.
 Cadre of US trainers licensed to deliver IAP2’s signature training course in public participation
 Attractiveness to US members of affiliate’s association with an international organization
 Diverse affiliations among our members, including government, industry, nonprofits, elected officials,
private-sector practitioners, researchers and educators
 Similar organizational diversity of affiliate board members, as well as a balance of board members
involved for almost 20 years in IAP2 International governance, and newer board members with fresh
energy and enthusiasm for the affiliate’s mission.
In November 2011, after vetting the draft strategic plan with IAP2 USA members, the board met again to
review member input and provide direction on revising and updating the plan for 2012 through 2014. The
strategic plan that resulted from that input is presented here.
2 IAP2 USA | 7949 E. ACOMA DR. SCOTTSDALE, AZ 85260 | 855.500.5767 | WWW.IAP2USA.ORG
STRATEGIC PLAN FOR IAP2 USA: 2012-2014
Mission
Key to establishing the mission of IAP2 USA was to examine who we serve. Traditionally, IAP2 has provided its
members with tools, supported chapters, provided guidance to elected officials and government agencies,
trained practitioners in the field, and served as a resource to potential users of public participation processes.
After serious discussion and reflection by the IAP2 USA board, it became clear that IAP2 USA can and should
serve the same groups going forward, BUT, given the newly-formed status of the affiliate and its financial
resources, the STRATEGIC choice and direction is to develop our program of services and offerings in a
PHASED fashion that prioritizes our ability to deliver based on our core assets and key supporters. Those
priority targets in order are:
1. Members
2. Chapters
3. Practitioners
4. Elected officials, government agencies, nonprofits and other stakeholders who are participants in
public participation processes
While priority and focus will be weighted towards key service targets, the board created a leadership and
management structure to support progress on multiple fronts (as referenced in the next section on
Organizational Structure).
Based on the board’s discussions and decisions, the adopted Mission Statement is:
IAP2 USA advances public participation in the United States by providing its affiliate members with
tools and information to conduct high-quality public participation processes, by providing government,
industry, nonprofit organizations and participants with educational resources to increase the quality
and value of their participation in such processes, and by advocating for quality public participation
programs based on our Core Values and Code of Ethics.
One of the reasons that IAP2 USA is in a special position to fulfill this mission – and a key differentiator
between us and similar organizations – is the decision-oriented, objective-driven and values-based conceptual
design for public participation that has been at the foundation of the IAP2 “approach” since the inception of
the IAP2 Certificate Training course over a decade ago.
While many organizations focus on aparticular technique, IAP2 has always emphasized the
importance of program design and goals identification as a precursor and prerequisite for
developing effective and meaningful public participation processes. IAP2 has been a leader in
the field, and IAP2 USA is committed to establishing that position in the United States by
being a preferred provider of the tools and concepts proven to elevate the quality and
integrity of public participation.
3 IAP2 USA | 7949 E. ACOMA DR. SCOTTSDALE, AZ 85260 | 855.500.5767 | WWW.IAP2USA.ORG
STRATEGIC PLAN FOR IAP2 USA: 2012-2014
Organizational Structure
In accordance with the board’s authority under our adopted bylaws, IAP2 USA has added to the traditional list
of officers the position of Chief Technology Officer (CTO). Increasingly, providing member services and
managing and delivering public participation processes rely on technological innovation and efficacy. IAP2
USA’s members are “wired” to the Internet and expect sophistication and 24/7/365 access from us in that
realm. From a financial standpoint, electronically delivering information, communications, and tools/products
is also highly cost-effective and sustainable. As such, having a CTO as a member of the Executive Committee is
considered crucial and strategic to our success.
As permitted in our adopted bylaws, the board has delegated to the Executive Committee responsibility for
the routine administrative and financial management of the overall organization. The board has designated
the Executive Committee to include the president, president elect, treasurer, secretary and CTO. To conduct
the work of IAP2 USA, the board created committees to provide, drive and oversee the strategic initiatives and
program offerings that are inherent to the mission of IAP2 USA. These committees include:
 Membership Development, to maintain and increase membership and diversity, a critical imperative
for our membership-based organization
 Communities of Practice, to connect members around topics or practice areas that serve their interests
or industries
 Training, to identify, sponsor, and where feasible, develop training to serve our members’ needs
 Chapter Relations, to enhance and support the symbiotic relationship between the affiliate and
chapters
 Strategic Planning, to ensure strategic analysis is maintained as an ongoing function
 Strategic Advocacy and Alliances, to support the field of public participation and network with similar-
minded organizations
 Strategic Communications, to identify the content necessary to serve our members and manage the
means to provide it
Each committee is chaired by a different board member. To increases the effectiveness, strength and
inclusiveness of these committees, their membership comprises board and non-board members of IAP2 USA,
drawing on the talents and resources of the entire organization.
Financial Plan
Traditionally, IAP2 relied on three sources of income: membership dues, conference revenues and training
license fees. Due to overall economic factors, the cost of travel, prohibitions on government staff travel, and
the shift toward online interactions, conference revenues declined steadily over the last several years. During
the same time, training revenue assumed an increasing share of the financial base for operating IAP2
International, while membership dues remained relatively static.
In looking forward to the financial sustainability of IAP2 USA, conference revenue does not appear to be a
reasonable and sustainable major resource for the foreseeable future. In addition, large conferences require
significant up-front investments of time and money that strain the financial and volunteer resources of the
organization and create enormous financial risk from factors beyond our control. At the same time, training
revenue for IAP2 courses goes to support the IAP2 Federation under the new affiliate structure.
4 IAP2 USA | 7949 E. ACOMA DR. SCOTTSDALE, AZ 85260 | 855.500.5767 | WWW.IAP2USA.ORG
STRATEGIC PLAN FOR IAP2 USA: 2012-2014
Assuming membership dues alone will be insufficient to meet our members’ needs over the long term, IAP2
USA needs to develop and diversify its revenue sources.
On the other hand, to improve member services and reduce our carbon footprint in recent years IAP2 has
moved from physical to electronic delivery of member services (e.g., newsletters, journals, membership
directories, etc.), thus reducing the per capita cost of serving members. As such, the ratio of member dues to
the cost of member services improves. Thus while revenue diversification will be important in the long run,
membership income will necessarily be the primary source of revenue for IAP2 USA in the near term.
Consequently, the board will focus significant effort and priority on maintaining and growing the membership
base, particularly in the initial phase of IAP2 USA’s existence. Significant opportunities exist for renewing
lapsed memberships, gaining organizational memberships, building sponsor relationships and attracting new
members based on the reinvigorated profile for IAP2 USA and the member enthusiasm evident in the U.S.
based on the creation of the new affiliate organizational structure.
Key to maintaining and attracting new members will be the prospective member’s perception of our “value
proposition.” That is why the primary focus initially will be on both membership development and strategic
communications, as developed by those two committees. As IAP2 USA grows its offerings, attracting
members will become easier, and as membership increases we will have more financial resources to create
additional programs and services. Regardless, we will always be significantly resourced by the volunteer
efforts of our members and their elected board of directors. As such, the voluntary contributions of members
are and will always be an essential foundation for IAP2 USA’s continued success.
As another major source of member services and organizational support, IAP2 USA is in a strong position to
co-sponsor, market, and over time develop our own fee-based public participation products, including training
courses and programs. The Training Committee is responsible for exploring the training market and
developing the opportunities for sponsoring and/or delivery of training as a benefit to members and others
and to generate income for the organization. IAP2 USA will also explore a practitioner certification process
that would increase the professionalism of the field, create a source of organizational revenue, and provide an
incentive for long-term membership in the organization by certified individuals.
Timing
Looking out on the three-year time frame for IAP2 USA’s strategic plan, the phases we anticipate
implementing are described below.
2012
During this phase we will introduce new products and services that will include training, case studies, job
listings, webinars, paid advertising and other professional development opportunities. IAP2 USA will begin the
long-term process of developing a practitioner certification process. Based on the symbiotic relationship
between chapters and the affiliate, during this year the board and chapter leadership will work together to
encourage and support the development of new chapters while supporting existing ones. IAP2 USA will take a
more active role in strategic advocacy nationwide, both through its members and officially as an organization.
If appropriate partnerships with other organizations are in place, we plan to help convene a national dialogue
on public participation in 2012. During 2012, IAP2 USA’s social media presence will expand significantly.
5 IAP2 USA | 7949 E. ACOMA DR. SCOTTSDALE, AZ 85260 | 855.500.5767 | WWW.IAP2USA.ORG
STRATEGIC PLAN FOR IAP2 USA: 2012-2014
Based on the membership’s strong expression of interest in face-to-face opportunities to learn from and
network with members from around the country, planning will begin in this year for a national conference in
2013. This will also be the year we begin to address practitioner and member diversity. Overall, membership
will increase 20 percent over 2011 levels.
2013
In the second year of this plan, IAP2 USA’s profile, status, and value to the field of public participation will be
secure. Our programs and services will have achieved maturity, while continuing to evolve to meet changing
member needs. The resulting revenue from substantially increased membership will enable us to promote
excellence in the field by supporting dialogue and outreach events focusing on elected officials and other
important non-member stakeholders. We will have increased the number of chapters by three from 2011
levels. IAP2 USA will a preferred provider/partner for practitioner training, and depending on progress in
developing a certification program, would provide certification for practitioners in the field. This would also
be the year that IAP2 USA would hold its first national conference. Communities of practice will begin to take
shape in 2013 and contribute to membership value, diversity and retention. Overall, membership will increase
20 percent over 2012 levels.
2014
In the third year of this plan, communities of practice will be a prominent feature of the organization’s
structure and offerings, including the potential for practice-related events. Having achieved a sustainable
source of revenue from multiple sources, a solid program of services and offerings for our members and
practitioners, and a robust network of chapters around the country, we willdevelop more programs and
resources to serve participants in the public participation process. IAP2 USA will be nationally recognized and
valued for its contributions to the field of public participation, and our advocacy on behalf of high-quality
processes will have a substantial impact on the state of the practice. Our membership level will reach 1,000
by the end of the year, and significant progress will have been made in achieving practitioner and member
diversity.
The Strategic Planning Committee will continue to evaluate and report on progress toward fulfilling the
strategic plan through each phase of the process. This committee will also provide guidance to the board on
updates and adjustments to the plan, and support the board’s formal annual review.

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Strategic plan for iap2 usa 2012 2014-final

  • 1. 1 IAP2 USA | 7949 E. ACOMA DR. SCOTTSDALE, AZ 85260 | 855.500.5767 | WWW.IAP2USA.ORG STRATEGIC PLAN FOR IAP2 USA: 2012-2014 Background IAP2 is both a new and an old organization. The International Association for Public Participation originated over two decades ago in North America, comprising primarily U.S. and Canadian members. Since then, the organization grew successfully to include members from many other countries, developed key concepts and tools for the practice of public participation, and created an internationally respected certificate training program in the field of public participation, that is now offered in English, Spanish and French. The success of IAP2 was not without its growing pains. In particular, the increasingly international focus of the organization led to a loss of momentum and focus in countries such as the U.S. where IAP2 began. It also became increasingly difficult for an administration located in one country to support and serve members around the far-flung globe. These circumstances led to a decision in 2010 to create a series of national or multinational affiliates, which, while still tied to the international organization, would be in a better position both to serve their members and to focus on public participation issues peculiar to each country’s laws, customs, language, and governance structure. Assets The elected 2011 board of the new US affiliate, IAP2 USA, met in Austin, Texas in March 2011 to develop a strategic plan for the organization’s success. The strategy was designed to take advantage of and revitalize the assets that the affiliate possesses, based on the founding and strong presence of IAP2 in the U.S. since 1990. These assets include:  Name/brand recognition based on two decades of IAP2 in the US  Core of long-time, loyal members  Local chapters in several states/regions of the U.S.  Key proprietary tools developed for the field, e.g., IAP2 Core Values, IAP2 Spectrum of Public Participation, IAP2 Code of Ethics, etc.  Cadre of US trainers licensed to deliver IAP2’s signature training course in public participation  Attractiveness to US members of affiliate’s association with an international organization  Diverse affiliations among our members, including government, industry, nonprofits, elected officials, private-sector practitioners, researchers and educators  Similar organizational diversity of affiliate board members, as well as a balance of board members involved for almost 20 years in IAP2 International governance, and newer board members with fresh energy and enthusiasm for the affiliate’s mission. In November 2011, after vetting the draft strategic plan with IAP2 USA members, the board met again to review member input and provide direction on revising and updating the plan for 2012 through 2014. The strategic plan that resulted from that input is presented here.
  • 2. 2 IAP2 USA | 7949 E. ACOMA DR. SCOTTSDALE, AZ 85260 | 855.500.5767 | WWW.IAP2USA.ORG STRATEGIC PLAN FOR IAP2 USA: 2012-2014 Mission Key to establishing the mission of IAP2 USA was to examine who we serve. Traditionally, IAP2 has provided its members with tools, supported chapters, provided guidance to elected officials and government agencies, trained practitioners in the field, and served as a resource to potential users of public participation processes. After serious discussion and reflection by the IAP2 USA board, it became clear that IAP2 USA can and should serve the same groups going forward, BUT, given the newly-formed status of the affiliate and its financial resources, the STRATEGIC choice and direction is to develop our program of services and offerings in a PHASED fashion that prioritizes our ability to deliver based on our core assets and key supporters. Those priority targets in order are: 1. Members 2. Chapters 3. Practitioners 4. Elected officials, government agencies, nonprofits and other stakeholders who are participants in public participation processes While priority and focus will be weighted towards key service targets, the board created a leadership and management structure to support progress on multiple fronts (as referenced in the next section on Organizational Structure). Based on the board’s discussions and decisions, the adopted Mission Statement is: IAP2 USA advances public participation in the United States by providing its affiliate members with tools and information to conduct high-quality public participation processes, by providing government, industry, nonprofit organizations and participants with educational resources to increase the quality and value of their participation in such processes, and by advocating for quality public participation programs based on our Core Values and Code of Ethics. One of the reasons that IAP2 USA is in a special position to fulfill this mission – and a key differentiator between us and similar organizations – is the decision-oriented, objective-driven and values-based conceptual design for public participation that has been at the foundation of the IAP2 “approach” since the inception of the IAP2 Certificate Training course over a decade ago. While many organizations focus on aparticular technique, IAP2 has always emphasized the importance of program design and goals identification as a precursor and prerequisite for developing effective and meaningful public participation processes. IAP2 has been a leader in the field, and IAP2 USA is committed to establishing that position in the United States by being a preferred provider of the tools and concepts proven to elevate the quality and integrity of public participation.
  • 3. 3 IAP2 USA | 7949 E. ACOMA DR. SCOTTSDALE, AZ 85260 | 855.500.5767 | WWW.IAP2USA.ORG STRATEGIC PLAN FOR IAP2 USA: 2012-2014 Organizational Structure In accordance with the board’s authority under our adopted bylaws, IAP2 USA has added to the traditional list of officers the position of Chief Technology Officer (CTO). Increasingly, providing member services and managing and delivering public participation processes rely on technological innovation and efficacy. IAP2 USA’s members are “wired” to the Internet and expect sophistication and 24/7/365 access from us in that realm. From a financial standpoint, electronically delivering information, communications, and tools/products is also highly cost-effective and sustainable. As such, having a CTO as a member of the Executive Committee is considered crucial and strategic to our success. As permitted in our adopted bylaws, the board has delegated to the Executive Committee responsibility for the routine administrative and financial management of the overall organization. The board has designated the Executive Committee to include the president, president elect, treasurer, secretary and CTO. To conduct the work of IAP2 USA, the board created committees to provide, drive and oversee the strategic initiatives and program offerings that are inherent to the mission of IAP2 USA. These committees include:  Membership Development, to maintain and increase membership and diversity, a critical imperative for our membership-based organization  Communities of Practice, to connect members around topics or practice areas that serve their interests or industries  Training, to identify, sponsor, and where feasible, develop training to serve our members’ needs  Chapter Relations, to enhance and support the symbiotic relationship between the affiliate and chapters  Strategic Planning, to ensure strategic analysis is maintained as an ongoing function  Strategic Advocacy and Alliances, to support the field of public participation and network with similar- minded organizations  Strategic Communications, to identify the content necessary to serve our members and manage the means to provide it Each committee is chaired by a different board member. To increases the effectiveness, strength and inclusiveness of these committees, their membership comprises board and non-board members of IAP2 USA, drawing on the talents and resources of the entire organization. Financial Plan Traditionally, IAP2 relied on three sources of income: membership dues, conference revenues and training license fees. Due to overall economic factors, the cost of travel, prohibitions on government staff travel, and the shift toward online interactions, conference revenues declined steadily over the last several years. During the same time, training revenue assumed an increasing share of the financial base for operating IAP2 International, while membership dues remained relatively static. In looking forward to the financial sustainability of IAP2 USA, conference revenue does not appear to be a reasonable and sustainable major resource for the foreseeable future. In addition, large conferences require significant up-front investments of time and money that strain the financial and volunteer resources of the organization and create enormous financial risk from factors beyond our control. At the same time, training revenue for IAP2 courses goes to support the IAP2 Federation under the new affiliate structure.
  • 4. 4 IAP2 USA | 7949 E. ACOMA DR. SCOTTSDALE, AZ 85260 | 855.500.5767 | WWW.IAP2USA.ORG STRATEGIC PLAN FOR IAP2 USA: 2012-2014 Assuming membership dues alone will be insufficient to meet our members’ needs over the long term, IAP2 USA needs to develop and diversify its revenue sources. On the other hand, to improve member services and reduce our carbon footprint in recent years IAP2 has moved from physical to electronic delivery of member services (e.g., newsletters, journals, membership directories, etc.), thus reducing the per capita cost of serving members. As such, the ratio of member dues to the cost of member services improves. Thus while revenue diversification will be important in the long run, membership income will necessarily be the primary source of revenue for IAP2 USA in the near term. Consequently, the board will focus significant effort and priority on maintaining and growing the membership base, particularly in the initial phase of IAP2 USA’s existence. Significant opportunities exist for renewing lapsed memberships, gaining organizational memberships, building sponsor relationships and attracting new members based on the reinvigorated profile for IAP2 USA and the member enthusiasm evident in the U.S. based on the creation of the new affiliate organizational structure. Key to maintaining and attracting new members will be the prospective member’s perception of our “value proposition.” That is why the primary focus initially will be on both membership development and strategic communications, as developed by those two committees. As IAP2 USA grows its offerings, attracting members will become easier, and as membership increases we will have more financial resources to create additional programs and services. Regardless, we will always be significantly resourced by the volunteer efforts of our members and their elected board of directors. As such, the voluntary contributions of members are and will always be an essential foundation for IAP2 USA’s continued success. As another major source of member services and organizational support, IAP2 USA is in a strong position to co-sponsor, market, and over time develop our own fee-based public participation products, including training courses and programs. The Training Committee is responsible for exploring the training market and developing the opportunities for sponsoring and/or delivery of training as a benefit to members and others and to generate income for the organization. IAP2 USA will also explore a practitioner certification process that would increase the professionalism of the field, create a source of organizational revenue, and provide an incentive for long-term membership in the organization by certified individuals. Timing Looking out on the three-year time frame for IAP2 USA’s strategic plan, the phases we anticipate implementing are described below. 2012 During this phase we will introduce new products and services that will include training, case studies, job listings, webinars, paid advertising and other professional development opportunities. IAP2 USA will begin the long-term process of developing a practitioner certification process. Based on the symbiotic relationship between chapters and the affiliate, during this year the board and chapter leadership will work together to encourage and support the development of new chapters while supporting existing ones. IAP2 USA will take a more active role in strategic advocacy nationwide, both through its members and officially as an organization. If appropriate partnerships with other organizations are in place, we plan to help convene a national dialogue on public participation in 2012. During 2012, IAP2 USA’s social media presence will expand significantly.
  • 5. 5 IAP2 USA | 7949 E. ACOMA DR. SCOTTSDALE, AZ 85260 | 855.500.5767 | WWW.IAP2USA.ORG STRATEGIC PLAN FOR IAP2 USA: 2012-2014 Based on the membership’s strong expression of interest in face-to-face opportunities to learn from and network with members from around the country, planning will begin in this year for a national conference in 2013. This will also be the year we begin to address practitioner and member diversity. Overall, membership will increase 20 percent over 2011 levels. 2013 In the second year of this plan, IAP2 USA’s profile, status, and value to the field of public participation will be secure. Our programs and services will have achieved maturity, while continuing to evolve to meet changing member needs. The resulting revenue from substantially increased membership will enable us to promote excellence in the field by supporting dialogue and outreach events focusing on elected officials and other important non-member stakeholders. We will have increased the number of chapters by three from 2011 levels. IAP2 USA will a preferred provider/partner for practitioner training, and depending on progress in developing a certification program, would provide certification for practitioners in the field. This would also be the year that IAP2 USA would hold its first national conference. Communities of practice will begin to take shape in 2013 and contribute to membership value, diversity and retention. Overall, membership will increase 20 percent over 2012 levels. 2014 In the third year of this plan, communities of practice will be a prominent feature of the organization’s structure and offerings, including the potential for practice-related events. Having achieved a sustainable source of revenue from multiple sources, a solid program of services and offerings for our members and practitioners, and a robust network of chapters around the country, we willdevelop more programs and resources to serve participants in the public participation process. IAP2 USA will be nationally recognized and valued for its contributions to the field of public participation, and our advocacy on behalf of high-quality processes will have a substantial impact on the state of the practice. Our membership level will reach 1,000 by the end of the year, and significant progress will have been made in achieving practitioner and member diversity. The Strategic Planning Committee will continue to evaluate and report on progress toward fulfilling the strategic plan through each phase of the process. This committee will also provide guidance to the board on updates and adjustments to the plan, and support the board’s formal annual review.