Timeline for Completing NAAEE 5-Year Strategic Plan
March 2003 Assemble Strategic Planning Committee
April 2003 Hold first SP Committee meeting
(Introductions, plan objectives, plan steps, direction to board)
NAAEE Board Retreat with SP work session
(Plan objectives and steps, SWOT, vision, expectations,
June 2003 Hold second SP Committee meeting
(Review board input, mechanism for completing plan)
July-September Develop listing of internal/external stakeholders and survey
plan and question sets
Send questionnaire to Committee and Commission Chairs
Plan Strategic Plan sessions at NAAEE Conference
October 2003 NAAEE Conference sessions on Strategic Planning:
Board, Past Presidents, Committee and Commissions, SP
Committee Meeting and All-Member Town Hall Meeting on
SP Committee conference call to debrief conference and take
next steps with SP plan and data gathering plan/questions
November 2003 Subcommittee work on questions and survey approach.
Draft short description of SP process and NAAEE.
Subcommittee work begun on mission/vision statements and
redraft. Committee also responsible for drafting core values.
Subcommittee begun to identify plan framework and begin to
incorporate goals and strategies (from input at NAAEE
December 2003 Subcommittee work on questions and survey approach.
Complete question development.
January 2004 Continue to pilot surveys.
Revise surveys. Create survey scripts.
Subcommittee to draft plan meets and identifies framework for
February 2004 SP Committee provides input to first draft.
Complete NAAEE description, letter of intro.
Create intranet web page for SP Committee member use.
March 2004 Committee members conduct phone interviews to gather
internal and external stakeholder input on the plan (by first
week of April 2004). Also online surveys completed by some
Mission/Vision/Core Values Subcommittee revamped.
Plan Drafting SubCommittee with ED works to incorporate all
goals/strategies from 2003 conference input and NAAEE
description into plan format.
April 2004 All interviews/surveys completed (April 5th at latest)
Plan draft including mission/vision completed by
Subcommittee with assistance from Bill Dent, ED (April 5,
Input from internal/external stakeholders compiled and
provided in written report form (by Tracie Beasley). (April 19,
Strategic Plan Committee meeting to discuss input received
and plan to date. (week of April 26th)
Plan writing committee with Bill Dent, Executive Director
incorporate input from stakeholders and SP Committee into
2nd Draft of strategic plan. (April 30th)
May 2004 Board of Directors holds a retreat and spends a day discussing
and revising the plan (May 13-16).
ED (Bill), SP Chair (Abby), and Plan Drafting SubCommittee
chair (Sandi) make plan revisions based on results of board
retreat. (May 28th)
June 2004 SP Committee meeting to discuss board discussion/revisions
and next steps (early June).
Plan revised by Subcommittee and ED based on SP Committee
input. 3rd draft of plan completed (by 2nd week).
Simple online form for stakeholder/member comment on plan
draft created by Paul Nowak Jr, EELink Manager.
Plan posted on NAAEE website by Paul w/Bill’s direction.
Key stakeholders (including Board members) and all members
notified and asked to provide feedback. (2-week review period)
July 2004 Stakeholder/member input compiled and reported by Paul
Nowak Jr. and/or Bill Dent (July 5th)
4th draft of plan completed by SubCommittee.
Final SP Committee conference call to discuss member-
stakeholder input and implications for plan draft.
5th/final draft of plan completed by ED and SP Chair and
submitted to board and SP Committee.
July 2004 Board reviews and approves the plan!!! (by July 30th)
All Committee and Commission Chairs notified and provided
w/plan copy and workplan forms.
August 2004 Staff, Committees and Commissions develop 2005 workplans
based on the strategic plan
September 2004 Workplans submitted to Executive Director and Board
Budgets submitted to Executive Director and Finance
October 2004 Budget for 2005 developed by Finance Committee and ED and
submitted to Board
November 2004 Board approves 2005 budget at 33rd Annual Conference
Conference features an unveiling/celebration of the plan and
opportunities for members to get involved in plan
Spring 2005 Board Retreat to Review progress on the strategic plan and
makes needed adjustments
Adjustments and recommendations reported to Committees,
Commissions and staff for 2006 workplan development