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					Committee Business Plan Tool Kit

Instructions

This workbook is designed to provide you with the tools necessary for developing a complete committee
business plan

Alignment with the approved VWEA Strategic Plan can be realized by completing all worksheets in the
workbook. Completion of the Activity Summary (see TAP worksheet, second table ) and Committee
Buget Worksheet is MANDATORY.


To begin the objectives cascading process, please reference the approved VWEA Strategic Plan for
identification of SP objectives assigned to your committee (see SP Objectives Alignment Matrix.)

Multiple copies of the Objectives, Tactical Action Plan, and Budget Templates may be necessary; right
click on the tab, select Move or Copy, check the Copy box, highlight the template to be duplicated, and
click OK; number duplicate sheets sequentially.

The number of committee objectives and TAPs required will vary, depending on the scope of each
committee. Key is to define objectives and TAPs necessary to achieve accountability and results at the
committee level. Formal TAPs may or may not be required for all objectives, depending on the complexity
of the objective; however, at a minimum, an objective must be assigned to someone to ensure it gets
done.

If you have any questions on how to complete this workbook, contact your Board Liaison
*For FY 02-03 charter development, we suggest two reference documents as a starting point for drafting your
Committee Charter*
charter: 1) the VWEA organizational manual committee descriptions included in the appendix, and, 2) the SP
committee charters included in the appendix.

Committee Name:
Chair:
Board Liaison:
Fiscal Year:
Date prepared:

Committee Mission:
(A statement of the focus and methodologies of your committee. The mission answers questions such
as: “What business are we in?”; Why are we doing this?; What areas are going to be covered (e.g.
geographical, societal, subject areas, etc.)?; What is our methodology?)



Committee Goals:
(Goals are broadly-stated subsidiary results. Goals represent, in general terms, the outcomes resulting
from implementation of the mission. List all committee goals.)




Committee Membership:
(Who is involved in this committee? List all members of your committee and identify special roles
such as vice-chair, subcommitte chair, etc.)




Committee Objectives: List separately in the 'Committee Objectives' Worksheet included in this workbook.
                                                                                                                         COMMITTEE OBJECTIVES




                                                                                                                                                              alignment with
                                                                                                                                                              Continuing ed.




                                                                                                                                                                                                                    Recognition of


                                                                                                                                                                                                                    Communicatio
                                                                                                                                                              Ops/maint/coll




                                                                                                                                                                                                                    Board/Commit
                                                        Committee Name: Utility Management Committee




                                                                                                                                                                                                                    Build other in-
                                                                                                                                                              Evaluate need
                                                                                                                                                              "Go-to" org in




                                                                                                                                                              Documentatio
                                                                                                                                                              Increse value




                                                                                                                                                              for FTE staff




                                                                                                                                                                                                                    participation




                                                                                                                                                                                                                    Build out-of-
                                                                                                                                                              membership




                                                                                                                                                              membership




                                                                                                                                                                                                                    tee relations
                                                                                                                                                              to members




                                                                                                                                                              Increase YP
                                                                                                                                                              procedures
                                                                                                                                                              Committee


                                                                                                                                                              volunteers




                                                                                                                                                              ection/lab




                                                                                                                                                                                                                    VaAWWA

                                                                                                                                                                                                                    state org.
                                                                                                                                                                                                                    supports




                                                                                                                                                                                                                    state org
                                                                                                                                                                                                                    Effective




                                                                                                                                                                                                                    relations
Chair:




                                                                                                                                                              increase

                                                                                                                                                              Increase
                                                                                                                                                              tracking




                                                                                                                                                                                                                    Website
                                                                                                                                                              Support




                                                                                                                                                                                                                    content
                                                                                                                                                                                                                    n tools




                                                                                                                                                                                                                    Build
                                                                                                                                                              n of
                                                                                                                                                              Va.
Board Liaison:                                                                        Date Prepared:
                                                        Priority Committee
                                                        Initiativ  Role
                                                        e? (yes (Support or
  VWEA Strategic Plan Goal (1-5, from Strategic Plan)    or no)   Lead?)      Business Plan Committee Objective   Due Date           Performance Measure(s)   1.a. 1.b. 1.c. 2.a. 2.b. 2.c.   2.d.   3.a. 3.b. 3.c. 3.d.   4.a.   4.b. 4.c. 5.a. 5.b. 5.c.




5/16/2012                                                                                                                    Committee Objectives                                                                                                            cc5a79d5-08dd-4ca7-b112-4a36dfc8cd3e.xls
                                                                                          COMMITTEE TACTICAL ACTION PLAN

                                                                             Committee Tactical Action Plan, FY 200_ to 200_
Chair:

Board Liaison:                                                                                                                              Date Prepared:

                                                                                                                                            Prepared by:



                 Business Plan Committee Objective                WHO                             WHAT                          WHEN                                      HOW MUCH
            (from previous worksheet: 'Committee Objectives')                                                                               [Identify Activity Number(s) to be referenced in Activity Summary
                                                                                                                                            (below) and Budget Worksheet (next worksheet), or indicate n/a if no
                                                                                                                                            budget is required for this activity]




Activity Summary (complete only for activities requiring Budget allocation)

                                                                Activity 1                     Activity 2                      Activity 3   Comments
Benefit Statement:


Activity Summary:


Schedule:


Facilities: (If applicable)


Risk Assessment:


Budget Assumptions:




5/16/2012                                                                                        Tactical Action Plan                                                            cc5a79d5-08dd-4ca7-b112-4a36dfc8cd3e.xls
VWEA Committee Budget Worksheet: FY 200_ to 200_

Committee Name:
Date prepared:
Prepared by:
Phone number:

Instructions:
Regardless of your committee’s Annual Plan Period, show your
Budget running with the VWEA’s Fiscal Year, July 1 through June
30.

The Committee Chair can and should request “Budget to Actual”
reports form the Association Administrator to aid with the
management of your budget.


Use ONLY the following official accounting categories to prepare
your budget. Note assumptions used to develop figures
presented in the Activity Summary table (see TAP worksheet)


                                                                              Activity 1     Activity 2     Activity 3     Activity __    Activity __    Total
VWEA Account Codes

Revenues
Ad Sales                                                           ADS
Membership dues (WEF)                                              DUES
Exhibitors Fees                                                    EXHFEE
Interest                                                           INT
Miscellaneous Income                                               MISCINC
Registration Fees                                                  REGFEE
Sponsor Donations                                                  SPONS

Subtotal--Revenues                                                                   $0.00          $0.00          $0.00          $0.00          $0.00       $0.00

Expenses
Audio/visual                                                       AUDVIS
Awards, prizes, gifts                                              AWARD
Bank service charges                                               BANK
Credit card vendor charges                                         CARD
Contract services (admin, graphic, professional, etc.)             CONTRACT
Copies                                                             COPY
Entertainment at events                                            ENTERT
Equipment purchases & maintenance                                  EQUIP
Exhibit costs                                                      EXHIB
Facilities                                                         FACIL
Food & Beverage (non-travel)                                       FOODBEV
Insurance                                                          INSU
Mail house services                                                MAILHO
Miscellaneous Expenses                                             MISCEXP
Postage                                                            POST
Print services                                                     PRINT
Non-educational, stand-alone event                                 SOCIAL
Speaker fees                                                       SPEAK
Supplies                                                           SUPPY
Telephone                                                          TELE
Transportation provided at events                                  TRANS
Travel by staff, speakers, Board, Committees                       TRAV
WEF dues paid by VWEA                                              WEF

Subtotal--Expenses                                                                   $0.00          $0.00          $0.00          $0.00          $0.00       $0.00

NET CONTRIBUTION/COST                                                                $0.00          $0.00          $0.00          $0.00          $0.00       $0.00

				
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