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STRATEGIC ALIGNMENT
• Review of existing strategic plan.
• Conduct issue dissection, if necessary,
focusing on issues requiring immediate
attention.
• Continue with implementation of
current plan.
• Determine how updates are made to
keep the document alive.
INTEGRATION
ENVIRONMENTAL SCAN
• Membership survey.
• Integration of services .
• Team approach to analyze and
coalesce all existing programs.
• Competitive analysis.
• Review of all external factors.
Strategic
Alignment
EVALUATION, REPORT, ASSESS AND REPEAT
ORGANIZATIONAL AUDIT
• Complete review of policies and procedures.
• Mandatory documents, including articles of
incorporation and bylaws, committee/chapter
structure.
• Repeated annually.
• Contract and service review.
• President’s Questionnaire to evaluate
Executive Director performance.
• Profit and loss and assets assessment.
• Analysis of membership survey and
engagement data.
• Evaluation of all existing systems.
Integration
Environmental
Scan
Evaluate
Report
Assess
& Repear
Organizational
Audit
(Onboarding)
OTHER PROVEN PROCESSES THAT SUPPORT THE ACUMEN PROVEN PROCESS
ACUMEN PROVEN PROCESS
• How to Plan an Annual Meeting.
• How to Structure Your Annual
Membership Cycle.
• How to Manage Abstracts (Call for
Proposals).
• How to Create a New Website.
• Marketing Best Practices.
• Human Resources Best Practices.
• Process volunteer leaders and staff need
to do every year to make sure association
is moving forward .