The document provides guidance on developing a strategic plan for an SHPE chapter. It emphasizes establishing a vision, mission, values, goals and objectives to guide the chapter. Key aspects include: defining the chapter's purpose and values; setting goals in areas like professional development, outreach and leadership; creating SMART objectives; assigning tasks and monitoring progress. The strategic plan will help ensure effective use of resources and meeting NRP requirements.

3. SHPE Chapter Strategic Planning NILA 2010 Barry Cordero, RVP6

4. “ It takes as much energy to wish as it does to plan” Eleanor Roosevelt

5. National Process Envisioned Future Big Goals Vivid Description Critical Factors Mega Issues Strategic Principles Strategic Planning Value Goals Objectives Strategies Operational Planning Annual Strategic Plan Review Priority Setting Program Planning Action Planning Core Purpose 20 Years 10 Years 5 Years I Year Annual Review Continuous Improvement

6. Values Vision Today Mission Strategic Plan

7. Benefits of Strategic Plan Define Chapter’s Purpose Establish goals/obj consistent with purpose Communicate goals/obj to membership Develop ownership Ensure effective use of resources Meet NRP requirements/deadline Do something great in your term

8. “ It is not only what we do, but also what we do not do, for which we are accountable” - Moliere

9. Statement of Values Statement defining who you are in: Your Community Your City Your Region of SHPE What is important to you Define why someone would want to join your chapter

10. “ Values are not just words, values are what we live by. They’re about the causes we champion and the people we fight for” Sen. John Kerry

11. SHPE Value Propositions

12. SHPE Value Propositions

13. Exercise: Values Write at least three chapter Values Consider: Your strengths Your ideal state How you want to be remembered

14. Chapter Vision Chapter Vision Destination If we were excellent….. What would the community look like if they shared your vision? Unreasonable, almost irrational Purpose Constant reminder of your ultimate destination Driver for change

15. Chapter Mission Mission Stated Purpose for your organization’s existence The statement that helps accomplish the Community Vision Purpose Focuses your values on one goal Further assists in making big decisions. When you have options, which one gets you closer to your big goal (mission) All decisions are polar toward your mission

16. Example Vision/Mission: Apple Mission: “Apple is committed to bringing the best personal computing experience to students, educators, creative professionals and consumers around the world through its innovative hardware, software and Internet offerings. “ Apple Vision: “An Apple on Every Desk”

17. Example Vision/Mission Mission - SHPE Is the Source for Quality Hispanic Engineers and Technical Talent Vision - To realize and enhance the potential of Hispanics in science, technology, engineering and math Vision – A world where Hispanics are the world leaders in science, technology, engineering and math

18. Exercise: Vision/Mission Consider your chapter’s Vision/Mission Is it appropriate? How would you change it?

19. “ Goals are dreams with deadlines” Diana Hunt Goals “ Only those who will risk going too far can possibly find out how far one can go” T.S. Elliot

20. Goals Achievements which: Align with the areas written on your NRP Report Professional Development Outreach and Community Service Leadership Development Chapter Development Align with your Mission/Vision Align with your Values and the SHPE Value Statement Ensure chapter success in 2 years

21. Example Chapter Goals Goal: Improve Univ Graduate Recruitment Strategy 1: Networking Strategy 2: Mentoring Strategy 3: Combined Events Goal: Provide More Technical dev’t for chapter members Strategy 1: In-House Course offerings Strategy 2: Improve Conference Attendance

22. Exercise Consider your Values and your Development Areas Write 4-5 Goals for your chapter this year Example NRP Value: Professional Development Goal: Increase the number and quality of PD events in FY11 Goal: Assist in development of RLDC PD program

23. SMART Objectives Specific - Detailed and understandable Measurable - Can you know success/fail Attainable - Actually Crazy Realistic - In line with a specific goal Timely - By when?

24. Example SMART Obj. NRP Requirement: Chapter Development Goal: Improve Univ Graduate Recruitment (utilizing all strategies) Objective: Sponsor $2000 Graduating Senior Networking Social to be held November and May annually

25. Exercise: Objectives For each goal, write 2-3 SMART Objectives Example Goal: Improve Univ Graduate Recruitment (utilizing all strategies) Objective: Sponsor $2000 Graduating Senior Networking Social to be held November and May annually

26. Task Assignments Can be done with Strategic Planning or after Should have following: Task Owners Task Time estimation Task Budget/ Budget Source Task Due Date Preceding Task, Gating Task Great place for PC: MS Project, MS Visio Mac: Omni Plan, Omni Graffle

27. Overall Structure

28. Monitoring and Review (low level) How will you measure success? What Task Completion/Milestones will indicate timeliness? How will the task owners report? What should be done if ahead of schedule? Behind?

29. High Level Monitoring: Annual Assessment Our World What's Going on? Implications and Challenges Our Identity and Direction Who are we? And where are we going Review and affirm: purpose Our Progress How are we doing? Review and access Lessons learned Our Future Where do we go need to go next? Setting Priorities Key Issues for Year Revisit Goals Accountability

30. Thank You Questions? [email_address]

31. One Crazy Goal Name? Chapter? One Crazy Goal?`