/2011+LSCU+Strategic+Plan+11+30+10

2011 Strategic Plan

LSCU Core Functions and Priorities Governmental Affairs Legislative Advocacy

Education

Annual Convention & Exhibition

Grassroots Advocacy Political Action Fundraising

Conferences & Workshops Distance Learning

Regulatory Advocacy

Communications

Cooperative Initiatives

Media Relations

Membership Relations

Accounting

Publications

SAS CU Development & Support

Human Resources

Website Chapter Support

Information Technology

Multimedia Innovations

Foundations

Facilities

Cooperative Brand Campaign

Financial Education Coordination

Leadership Councils Compliance & Operational Support Campaign Involvement Strategies

Finance & Administration

International Partnerships

2011 LSCU Core Functions, Priorities and Key Activities

Core Function: Governmental Affairs Priorities: a) b) c)

d) e)

f)

Legislative Advocacy – Develop an industry-driven, proactive agenda.

Grassroots Advocacy – Coordinate state and federal grassroots lobbying efforts.

Political Action – Expand involvement among credit unions and increase overall PAC fundraising.

Regulatory Advocacy – Coordinate state and federal regulatory relations and issue communication.

Compliance and Operational Support – Provide resources to assist credit unions with meeting their regulatory compliance needs.

Campaign Involvement – Coordinate grassroots involvement in targeted election campaigns.

3

2011 LSCU Core Functions, Priorities and Key Activities

Core Function: Governmental Affairs Priorities: a) b) c)

d) e)

f)

Legislative Advocacy – Develop an industry-driven, proactive agenda.

Grassroots Advocacy – Coordinate state and federal grassroots lobbying efforts.

Political Action – Expand involvement among credit unions and increase overall PAC fundraising.

Regulatory Advocacy – Coordinate state and federal regulatory relations and issue communication.

Compliance and Operational Support – Provide resources to assist credit unions with meeting their regulatory compliance needs.

Campaign Involvement – Coordinate grassroots involvement in targeted election campaigns.

Key Activities: 1. Develop industry-driven, proactive state and federal legislative issues agenda.

2. Promote passage of LSCU legislative issues agenda items.

3. Communicate issues agenda with an emphasis on its basis and impact on Alabama and Florida credit unions.

4

2011 LSCU Core Functions, Priorities and Key Activities

Core Function: Governmental Affairs Priorities: a) b) c)

d) e)

f)

Legislative Advocacy – Develop an industry-driven, proactive agenda.

Grassroots Advocacy – Coordinate state and federal grassroots lobbying efforts.

Political Action – Expand involvement among credit unions and increase overall PAC fundraising.

Regulatory Advocacy – Coordinate state and federal regulatory relations and issue communication.

Compliance and Operational Support – Provide resources to assist credit unions with meeting their regulatory compliance needs.

Campaign Involvement – Coordinate grassroots involvement in targeted election campaigns.

Key Activities: 1. Develop and implement grassroots lobbying efforts to ensure all districts are well represented at LSCU lobbying events.

2. Garner greater participation in League issued Legislative and Regulatory Action Alerts.

3. Ensure all Chapters hold at least one legislative event per year.

4. Increase participation at all grassroots lobbying events (CUNA GAC, HTH, State GACs, etc.) over 2010 attendance.

5

2011 LSCU Core Functions, Priorities and Key Activities

Core Function: Governmental Affairs Priorities:

Key Activities:

a)

1. Promote PAC fundraising with an emphasis on meeting 2011 state and federal goals.

b) c)

d) e)

f)

Legislative Advocacy – Develop an industry-driven, proactive agenda.

Grassroots Advocacy – Coordinate state and federal grassroots lobbying efforts.

Political Action – Expand involvement among credit unions and increase overall PAC fundraising.

Regulatory Advocacy – Coordinate state and federal regulatory relations and issue communication.

Compliance and Operational Support – Provide resources to assist credit unions with meeting their regulatory compliance needs.

Campaign Involvement – Coordinate grassroots involvement in targeted election campaigns.

2. Strengthen overall fundraising by establishing political action liaisons at every credit union.

3. Recognize superior PAC fundraising and engage credit unions in peer-topeer fundraising and promotion of fundraising best practices.

6

2011 LSCU Core Functions, Priorities and Key Activities

Core Function: Governmental Affairs Priorities: a) b) c)

d) e)

f)

Legislative Advocacy – Develop an industry-driven, proactive agenda.

Grassroots Advocacy – Coordinate state and federal grassroots lobbying efforts.

Political Action – Expand involvement among credit unions and increase overall PAC fundraising.

Regulatory Advocacy – Coordinate state and federal regulatory relations and issue communication.

Compliance and Operational Support – Provide resources to assist credit unions with meeting their regulatory compliance needs.

Campaign Involvement – Coordinate grassroots involvement in targeted election campaigns.

Key Activities: 1. Develop and implement a plan that allows direct interaction and communication between LSCU, credit unions and federal/state regulators.

2. Promote a healthy working relationship between credit unions and regulatory agencies.

3. Issue proposed rule summaries, Comment Calls and prepare Comment Letters on all significant regulatory issues.

7

2011 LSCU Core Functions, Priorities and Key Activities

Core Function: Governmental Affairs Priorities: a) b) c)

d) e)

f)

Legislative Advocacy – Develop an industry-driven, proactive agenda.

Grassroots Advocacy – Coordinate state and federal grassroots lobbying efforts.

Political Action – Expand involvement among credit unions and increase overall PAC fundraising.

Regulatory Advocacy – Coordinate state and federal regulatory relations and issue communication.

Compliance and Operational Support – Provide resources to assist credit unions with meeting their regulatory compliance needs.

Campaign Involvement – Coordinate grassroots involvement in targeted election campaigns.

Key Activities: 1. Strengthen content of League InfoSight website. Increase brand awareness and usage.

2. Work cooperatively with Education Dept. to provide credit unions and chapters with expanded compliance training.

3. Increase awareness and usage of Compliance Helpline.

8

2011 LSCU Core Functions, Priorities and Key Activities

Core Function: Governmental Affairs Priorities: a) b) c)

d) e)

f)

Legislative Advocacy – Develop an industry-driven, proactive agenda.

Grassroots Advocacy – Coordinate state and federal grassroots lobbying efforts.

Political Action – Expand involvement among credit unions and increase overall PAC fundraising.

Regulatory Advocacy – Coordinate state and federal regulatory relations and issue communication.

Compliance and Operational Support – Provide resources to assist credit unions with meeting their regulatory compliance needs.

Campaign Involvement – Coordinate grassroots involvement in targeted election campaigns.

Key Activities: 1. Maintain Report Card on key legislative issues for AL/FL Congressional Delegations.

2. Hold candidate school.

9

2011 KPMs/Goals KPMs/Goals – Governmental Affairs

2010 YTD

2010 Goal

2011 Goal

# CUNA GAC - Alabama - Florida

AL – 31 FL - 75

35 45

40 85

# State GAC - Alabama - Florida

AL –NA FL – NA

# Hike The Hill - Alabama - Florida

AL - 12 FL – 6

12 12

14 25

AL – 7 / 7 FL – 25 / 23

7 25

7 25

# Chapter Legislative Events - Alabama - Florida

AL – 10 FL – 11

8 12

8 12

# Political Contacts Identified - Alabama - Florida

AL – 35 FL – 90

40 50

55 110

Federal PAC - Alabama - Florida

AL $13,258 FL $70,013

$35,000 $117,294

$47,000 $124,000

State PAC - Alabama - Florida

AL $25,089 FL $205,318

$20,000 $400,000

$25,000 $250,000

45 53

85 70

85 70

Annual CU Participation in Grassroots Events

# Congressional Districts Well Represented DC Lobbying Visits - Alabama - Florida

50 75

PAC Fundraising

# CUs Participating in Fundraising - Alabama - Florida

2011 KPMs/Goals KPMs/Goals – Governmental Affairs

2010 YTD

2010 Goal

2011 Goal

Comment Calls Issued

4

12

As appropriate

Comment Letters Written

1

10

As appropriate

Annual

CU Compliance Training Chapter Compliance Training

As appropriate As appropriate

2011 LSCU Core Functions, Priorities and Key Activities

Core Function: Education Priorities: a)

b)

c)

d)

Annual Convention & Exhibition (AC&E) – Provide excellent content, pricing, marketing and user experience.

Conferences & Workshops – Provide excellent content, pricing, marketing and user experience.

Distance Learning – Provide excellent content, pricing, marketing and user experience.

Leadership Councils – Grow membership and expand into Alabama.

12

2011 LSCU Core Functions, Priorities and Key Activities

Core Function: Education Priorities: a)

b)

c)

d)

Annual Convention & Exhibition (AC&E) – Provide excellent content, pricing, marketing and user experience.

Conferences & Workshops – Provide excellent content, pricing, marketing and user experience.

Distance Learning – Provide excellent content, pricing, marketing and user experience.

Leadership Councils – Grow membership and expand into Alabama.

Key Activities: 1. Work to ensure LSCU AC&E exceeds the expectations of attendees.

2. Develop strategies for meeting volunteer and credit union leader conference educational needs.

3. Improve credit union CEO participation levels over last year’s event.

4. Increase overall attendance and vendor sponsorships.

13

2011 LSCU Core Functions, Priorities and Key Activities

Core Functions: Education Priorities: a)

b)

c)

d)

Annual Convention & Exhibition (AC&E) – Provide excellent content, pricing, marketing and user experience.

Conferences & Workshops – Provide excellent content, pricing, marketing and user experience.

Distance Learning – Provide excellent content, pricing, marketing and user experience.

Leadership Councils – Grow membership and expand into Alabama.

Key Activities: 1. Develop and successfully execute an educational calendar that meets the training needs of credit unions.

2. Work with chapters to schedule regional training sessions on key topics with an emphasis on compliance support.

3. Leverage in-house talent for conferences, workshops, audio sessions and webinars.

14

2011 LSCU Core Functions, Priorities and Key Activities

Core Function: Education Priorities: a)

b)

c)

d)

Annual Convention & Exhibition (AC&E) – Provide excellent content, pricing, marketing and user experience.

Conferences & Workshops – Provide excellent content, pricing, marketing and user experience.

Distance Learning – Provide excellent content, pricing, marketing and user experience.

Leadership Councils – Grow membership and expand into Alabama.

Key Activities: 1. Expand use of technology to bridge the geographical limitations to offer training to credit unions. Record sessions for archiving on website whenever possible.

2. Improve coordination with educational services provided by CUNA (i.e., CPD online, webinars, conferences, etc.).

3. Look for opportunities to partner with surrounding state leagues to offer distance learning to their credit unions when appropriate.

15

2011 LSCU Core Functions, Priorities and Key Activities

Core Function: Education Priorities: a)

b)

c)

d)

Annual Convention & Exhibition (AC&E) – Provide excellent content, pricing, marketing and user experience.

Conferences & Workshops – Provide excellent content, pricing, marketing and user experience.

Distance Learning – Provide excellent content, pricing, marketing and user experience.

Leadership Councils – Grow membership and expand into Alabama.

Key Activities: 1. Reinvent Leadership Councils to increase value to both participants and the League/Service Corp.

2. Look for opportunities to hold meetings in conjunction with planned LSCU events (AC&E, Development Conference, etc.).

3. Increase overall participation in Councils.

16

2011 KPMs/Goals – Education

2010 YTD

2010 Goal

2011 Goal

73% / AL CUs 64% / FL CUs have participated in Ed events

Establish Baseline

Increase 5% in each state 78% AL 69% FL

74 AL 87 FL

Establish Baseline

78 AL 93 FL (Inc. 5% ’10 affiliation rate)

223 AL 462 FL 39 AL 82 FL

120 AL 660 FL

621 AL / 78 FL 59 AL 20 FL

Establish Baseline

Increase 15% 804 attendees

29 AL / 12 FL 20 AL 9 FL

Establish Baseline

Increase 10% 45 webinars registrations

32 AL / 71 FL 13 AL 36 FL

Establish Baseline

Increase 10% 113 participants

Annual CU Participation in Events Over Prior Year % CUs - Alabama - Florida •Relative to affiliation %

# CUs - Alabama - Florida

Education Objectives AC&E - AL Attendees & Guests - FL Attendees & Guests - AL CUs represented - FL CUs represented Conferences & Workshops - AL Attendees / FL Attendees - AL CUs represented - FL CUs represented Distance Learning - AL Participants / FL Participants - AL CUs represented - FL CUs represented Leadership Council Workshops - AL Participants / FL Participants - AL CUs represented - FL CUs represented

Increase 5% 719 attendees

2011 LSCU Core Functions, Priorities and Key Activities

Core Function: Communications Priorities: a)

b)

c)

d)

e)

Media Relations – Expand proactive opportunities for positive media coverage.

Publications - Produce content-rich publications that inform and educate.

Website - Provide access to a functional, high-tech, content-rich website.

Multimedia Innovations - Use emerging technologies to better inform and educate.

Cooperative Brand Campaign – Implement a statewide image campaign for both states.

18

2011 LSCU Core Functions, Priorities and Key Activities

Core Function: Communications Priorities: a)

b)

c)

d)

e)

Media Relations – Expand proactive opportunities for positive media coverage.

Publications - Produce content-rich publications that inform and educate.

Website - Provide access to a functional, high-tech, content-rich website.

Multimedia Innovations - Use emerging technologies to better inform and educate.

Cooperative Brand Campaign – Implement a statewide image campaign for both states.

Key Activities: 1.

Fully execute a proactive media plan around positive credit union statistics, works and programs.

2.

Build and maintain strong media contacts in all major markets.

3.

Maintain strong relationships with trade publications and look for expanded coverage opportunities.

4.

Hold credit union “Media Boot Camp” and PR strategy sessions with credit unions and chapters.

19

2011 LSCU Core Functions, Priorities and Key Activities

Core Function: Communications Priorities: a)

b)

c)

d)

e)

Media Relations – Expand proactive opportunities for positive media coverage.

Publications - Produce content-rich publications that inform and educate.

Website - Provide access to a functional, high-tech, content-rich website.

Multimedia Innovations - Use emerging technologies to better inform and educate.

Cooperative Brand Campaign – Implement a statewide image campaign for both states.

Key Activities: 1. Continue to improve eSignal layout and content with an emphasis on increased awareness and readership.

2. Continue to improve Signal magazine with an emphasis on expanded content, advertising and increased awareness.

20

2011 LSCU Core Functions, Priorities and Key Activities

Objective: Communications Priorities: a)

b)

c)

d)

e)

Media Relations – Expand proactive opportunities for positive media coverage.

Publications - Produce content-rich publications that inform and educate.

Website - Provide access to a functional, high-tech, content-rich website.

Multimedia Innovations - Use emerging technologies to better inform and educate.

Cooperative Brand Campaign – Implement a statewide image campaign for both states.

Key Activities: 1. Ensure website content is always accurate and up-to-date with the goal of being credit unions first source of industry news and information.

2. Work with departments to expand overall content.

21

2011 LSCU Core Functions, Priorities and Key Activities

Core Function: Communications Priorities: a)

b)

c)

d)

e)

Media Relations – Expand proactive opportunities for positive media coverage.

Publications - Produce content-rich publications that inform and educate.

Website - Provide access to a functional, high-tech, content-rich website.

Multimedia Innovations - Use emerging technologies to better inform and educate.

Cooperative Brand Campaign – Implement a statewide image campaign for both states.

Key Activities: 1. Look for opportunities to use technology in publications and website.

2. Produce original audio and video content to be used with the website and other communication channels.

3. Expand social media tools (Twitter, Facebook, etc.) to better inform and educate.

22

2011 LSCU Core Functions, Priorities and Key Activities

Core Function: Communications Priorities: a)

b)

c)

d)

e)

Media Relations – Expand proactive opportunities for positive media coverage.

Publications - Produce content-rich publications that inform and educate.

Website - Provide access to a functional, high-tech, content-rich website.

Multimedia Innovations - Use emerging technologies to better inform and educate.

Cooperative Brand Campaign – Implement a statewide image campaign for both states.

Key Activities: 1. Develop and implement a diversified 2011 cooperative advertising plan for LSCU (TV, radio, digital, social, etc.).

2. Develop and implement a plan to solicit participation and financial support from credit unions and partner organizations.

23

2011 KPMs/Goals – Communications

2010 YTD

2010 Goal

2011 Goal

# Stories placed in national trade publications

38

6

50

# Stories placed in local markets

18

12

25

70%

10%

35%

New KPM

New KPM

10%

1Q – 20,292 views 2Q – 24,964 views 3Q – 18,500 views

Establish Baseline

20%

#audio podcasts produced by the LSCU

13

Establish Baseline

24

#videos produced by the LSCU

10

Establish Baseline

12

In process

50%

50%

Annual Media Relations

Publications % Increase in readership of weekly eSignal % Increase in ads for Signal Magazine Website Increase in usage of LSCU website

Cooperative Advertising # CUs Participating in Image Campaign - Alabama - 50 CUs - Florida – 69 CUs $ Raised for Image Campaign - AL/FL CUs - Other

$2.1M $250k

2011 LSCU Core Functions, Priorities and Key Activities

Core Function: Cooperative Initiatives Priorities: a)

b)

c) d) e)

f)

Membership Relations – Develop an affiliation retention and recruitment strategy with an emphasis on relationship building.

SAS CU Development & Support Provide programs and services directed at the needs of small asset size credit unions.

Chapter Support - Provide leadership and support for chapters and chapter leaders.

Foundations - Provide leadership and management support for foundations.

Financial Education Support Position credit unions as strong advocates for consumer financial education.

International Partnerships – Oversee implementation and act as liaison between credit unions and WOCCU.

25

2011 LSCU Core Functions, Priorities and Key Activities

Core Function: Cooperative Initiatives Priorities: a)

b)

c) d) e)

f)

Membership Relations – Develop an affiliation retention and recruitment strategy with an emphasis on relationship building.

SAS CU Development & Support – Provide programs and services directed at the needs of small asset size credit unions.

Chapter Support - Provide leadership and support for chapters and chapter leaders.

Foundations - Provide leadership and management support for foundations.

Financial Education Support Position credit unions as strong advocates for consumer financial education.

International Partnerships – Oversee implementation and act as liaison between credit unions and WOCCU.

Key Activities: 1. Execute an affiliation plan rooted in “The Value of Affiliation” and “Cooperation and Unity.”

2. Develop and maintain LSCU/LSC marketing materials.

26

2011 LSCU Core Functions, Priorities and Key Activities

Core Function: Cooperative Initiatives Priorities: a) Membership Relations – Develop an affiliation retention and recruitment strategy with an emphasis on relationship building. b) SAS CU Development & Support – Provide programs and services directed at the needs of small asset size credit unions. c) Chapter Support - Provide leadership and support for chapters and chapter leaders. d) Foundations - Provide leadership and management support for foundations. e) Financial Education Support Position credit unions as strong advocates for consumer financial education. f) International Partnerships – Oversee implementation and act as liaison between credit unions and WOCCU.

Deliverables: 1. Provide products and services tailored to the needs of SAS CUs. 2. Arrange forums throughout the year that allow SAS CUs the opportunity to give feedback directly to LSCU senior management.

27

2011 LSCU Core Functions, Priorities and Key Activities

Core Function: Cooperative Initiatives Priorities: a)

b)

c) d) e)

f)

Membership Relations – Develop an affiliation retention and recruitment strategy with an emphasis on relationship building.

SAS CU Development & Support – Provide programs and services directed at the needs of small asset size credit unions.

Chapter Support - Provide leadership and support for chapters and chapter leaders.

Foundations - Provide leadership and management support for foundations.

Financial Education Support Position credit unions as strong advocates for consumer financial education.

International Partnerships – Oversee implementation and act as liaison between credit unions and WOCCU.

Key Activities: 1. Plan and execute events that promote open dialogue between LSCU and chapters.

2. Promote adoption of model chapter bylaws in both states.

3. Work closely with Education Department and chapter leaders to ensure training needs are being met and better coordinated.

28

2011 LSCU Core Functions, Priorities and Key Activities

Core Function: Cooperative Initiatives Priorities: a)

b)

c) d) e)

f)

Membership Relations – Develop an affiliation retention and recruitment strategy with an emphasis on relationship building.

SAS CU Development & Support – Provide programs and services directed at the needs of small asset size credit unions.

Chapter Support - Provide leadership and support for chapters and chapter leaders.

Foundations - Provide leadership and management support for foundations.

Financial Education Support Position credit unions as strong advocates for consumer financial education.

International Partnerships – Oversee implementation and act as liaison between credit unions and WOCCU.

Key Activities: 1. Combine the three Foundations into one Foundation and name it the “Southeastern Credit Union Foundation.”

2. Create an Executive Director position for the Foundation and hire a seasoned professional.

3. Successfully execute strategic plan for the Foundation.

29

2011 LSCU Core Functions, Priorities and Key Activities

Core Function: Cooperative Initiatives Priorities: a)

b)

c) d) e)

f)

Membership Relations – Develop an affiliation retention and recruitment strategy with an emphasis on relationship building.

SAS CU Development & Support – Provide programs and services directed at the needs of small asset size credit unions.

Chapter Support - Provide leadership and support for chapters and chapter leaders.

Foundations - Provide leadership and management support for foundations.

Financial Education Support Position credit unions as strong advocates for consumer financial education.

International Partnerships – Oversee implementation and act as liaison between credit unions and WOCCU.

Key Activities: 1. Provide leadership and support for credit union’s financial education/literacy outreach efforts.

2. Develop and promote an adult specific financial education program.

3. Increase public awareness of financial education/literacy initiatives by working with other departments and chapters to communicate the good works of credit unions to the media and lawmakers.

30

2011 LSCU Core Functions, Priorities and Key Activities

Core Function: Cooperative Initiatives Priorities: a) Membership Relations – Develop an affiliation retention and recruitment strategy with an emphasis on relationship building. b) SAS CU Development & Support – Provide programs and services directed at the needs of small asset size credit unions. c) Chapter Support - Provide leadership and support for chapters and chapter leaders. d) Foundations - Provide leadership and management support for foundations. e) Financial Education Support Position credit unions as strong advocates for consumer financial education. f) International Partnerships – Oversee implementation and act as liaison between credit unions and WOCCU.

Key Activities: 1. Reinitiate a successful Costa Rica partnership and coordinate involvement of Alabama and Florida credit unions.

31

2100 KPMs/Goals – Cooperative Initiatives

2010 YTD

2010 Goal

2011 Goal

76.15% 75.97%

83% 78%

80% 80%

23 39

24 40

29 40

$14,330 $78,514

None

TBD

Annual Affiliation Rate % CUs Affiliated - Alabama - Florida # Non Affiliated CUs Meet with - Alabama - Florida Foundations $ Raised - Alabama - Florida

2011 LSCU Core Functions, Priorities and Key Activities

Core Function: Finance & Administration Priorities: a)

b)

c)

d)

Accounting - Maintain efficient and effective processes for accounting, internal controls and reporting.

Human Resources – Advance a positive work environment and competitive wages/benefits for staff.

Information Technology - Implement efficient and effective use of technology support for staff.

Facilities - Manage facilities and major fixed asset strategies in support of LSCU & Affiliates.

33

2011 LSCU Core Functions, Priorities and Key Activities

Core Functions: Finance & Administration Priorities: a)

b)

c)

d)

Accounting - Maintain efficient and effective processes for accounting, internal controls and reporting.

Human Resources – Advance a positive work environment and competitive wages/benefits for staff.

Information Technology - Implement efficient and effective use of technology support for staff.

Facilities - Manage facilities and major fixed asset strategies in support of LSCU & Affiliates.

Key Activities: 1.

Analyze key components of the financial systems of the League & Affiliates and develop processes to standardize and improve workflow among department staff.

2.

Implement new budgeting system that makes it an effective tool for management and policymakers.

34

2011 LSCU Core Functions, Priorities and Key Activities

Core Function: Finance & Administration Priorities: a)

b)

c)

d)

Accounting - Maintain efficient and effective processes for accounting, internal controls and reporting.

Human Resources – Advance a positive work environment and competitive wages/benefits for staff.

Information Technology - Implement efficient and effective use of technology support for staff.

Facilities - Manage facilities and major fixed asset strategies in support of LSCU & Affiliates.

Key Activities: 1.

Improve goal setting, accountability and performance evaluations.

2.

Review employee benefits and make recommendations for improvements and/or cost-savings.

3.

Investigate establishing a wellness program for staff.

4.

Improve current hiring and orientation process that clearly delineates roles.

5.

Develop and implement internal training, team building and other social activities for staff.

6.

Conduct all staff climate survey 35 during first quarter.

2011 LSCU Core Functions, Priorities and Key Activities

Core Functions: Finance & Administration Priorities: a)

b)

c)

d)

Accounting - Maintain efficient and effective processes for accounting, internal controls and reporting.

Human Resources – Advance a positive work environment and competitive wages/benefits for staff.

Information Technology - Implement efficient and effective use of technology support for staff.

Facilities - Manage facilities and major fixed asset strategies in support of LSCU & Affiliates.

Key Activities: 1.

Create one centralized member contact database that meets the needs of LSCU and staff.

2.

Research and make recommendations on technology upgrades to meet the needs of LSCU and staff.

3.

Develop and implement “ticketing” system for tech support requests.

36

2011 LSCU Core Functions, Priorities and Key Activities

Core Function: Finance & Administration

Priorities:

Key Activities:

a)

1.

Research and provide recommendations on possible efficiencies and enhancements to Birmingham and Tallahassee offices.

2.

Manage other fixed asset expenditures (i.e., cars, etc.) that are effective and cost efficient.

b)

c)

d)

Accounting - Maintain efficient and effective processes for accounting, internal controls and reporting.

Human Resources – Advance a positive work environment and competitive wages/benefits for staff.

Information Technology - Implement efficient and effective use of technology support for staff.

Facilities - Manage facilities and major fixed asset strategies in support of LSCU & Affiliates.

37

2011 Organizational Culture/Climate Priorities and Key Activities

Core Function: Organizational Culture & Climate

Priorities: a)

b)

c)

d)

e)

Inter-organization Integration – Implement strategies to ensure good internal collaboration.

Effective Meetings – Revamp processes for effective and efficient MT meetings.

Effective Communication – Develop and communicate a compelling integrated vision to staff.

Effective Recognitions and Teambuilding – Expand staff recognitions and teambuilding.

Improve CEO/Staff Connection – Implement programs for better communication between CEO and departments that emphasizes feedback.

38

2011 Organizational Culture/Climate Priorities and Key Activities

Organizational Culture & Climate

Priorities: a)

b)

c)

d)

e)

Inter-organization Integration – Implement strategies to ensure good internal collaboration.

Effective Meetings – Revamp processes for effective and efficient MT meetings.

Effective Communication – Develop and communicate a compelling integrated vision to staff.

Effective Recognitions and Teambuilding – Expand staff recognitions and teambuilding.

Improve CEO/Staff Connection – Implement programs for better communication between CEO and departments that emphasizes feedback.

Key Activities: 1.

Promote greater collaboration between departments as well as Birmingham and Tallahassee offices.

2.

Utilize video conferencing and other technologies to improve collaboration and teambuilding.

39

2011 Organizational Culture/Climate Priorities and Key Activities

Organizational Culture & Climate

Priorities: a)

b)

c)

d)

e)

Inter-organization Integration – Implement strategies to ensure good internal collaboration.

Effective Meetings – Revamp processes for effective and efficient MT meetings.

Effective Communication – Develop and communicate a compelling integrated vision to staff.

Effective Recognitions and Teambuilding – Expand staff recognitions and teambuilding.

Improve CEO/Staff Connection – Implement programs for better communication between CEO and department that emphasizes feedback.

Key Activities: 1.

Streamline Management Team Meetings & Strategic Plan tracking.

2.

Whenever reasonable, empower Management Team to have more flexibility and responsibility in execution of plan priorities and key activities.

40

2011 Organizational Culture/Climate Priorities and Key Activities

Organizational Culture & Climate

Priorities: a)

b)

c)

d)

e)

Inter-organization Integration – Implement strategies to ensure good internal collaboration.

Effective Meetings – Revamp processes for effective and efficient MT meetings.

Effective Communication – Develop and communicate a compelling integrated vision to staff.

Effective Recognitions and Teambuilding – Expand staff recognitions and teambuilding.

Improve CEO/Staff Connection – Implement programs for better communication between CEO and department that emphasizes feedback.

Key Activities: 1.

Improve quarterly All-Staff FYIs to maximize effectiveness.

2.

Establish Staff Intranet and create processes for staff idea sharing.

3.

Research establishing a CEO/Staff Blog.

41

2011 Organizational Culture/Climate Priorities and Key Activities

Organizational Culture & Climate

Priorities: a)

b)

c)

d)

e)

Inter-organization Integration – Implement strategies to ensure good internal collaboration.

Effective Meetings – Revamp processes for effective and efficient MT meetings.

Effective Communication – Develop and communicate a compelling integrated vision to staff.

Effective Recognitions and Teambuilding – Expand staff recognitions and teambuilding.

Improve CEO/Staff Connection – Implement programs for better communication between CEO and department that emphasizes feedback.

Key Activities: 1.

Fine tune quarterly staff recognitions and develop year-end awards program.

2.

Develop a success sharing program that recognizes and rewards staff for exceptional performance.

3.

Hold social activities and other teambuilding exercises that promote organizational synergy.

42

2011 Organizational Culture/Climate Priorities and Key Activities

Organizational Culture & Climate

Priorities: a)

b)

c)

d)

e)

Inter-organization Integration – Implement strategies to ensure good internal collaboration.

Effective Meetings – Revamp processes for effective and efficient MT meetings.

Effective Communication – Develop and communicate a compelling integrated vision to staff.

Effective Recognitions and Teambuilding – Expand staff recognitions and teambuilding.

Improve CEO/Staff Connection – Implement programs for better communication between CEO and departments that emphasizes feedback.

Key Activities: 1.

Expand departmental “brown bag” lunches.

2.

Look for other opportunities to interact with MT/staff.

43

2011 Strategic Plan