Case 5 - Board Retreat/ Strategic Planning for a National Professional Association

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Situation

A newly formed national professional association’s was holding its inaugural board retreat. The “hard” objective of the retreat was to define a high-level strategic roadmap for the association’s first year. The second “soft” objective was to build the working relationship between board members.

Solution

H+A designed and facilitated a two-and-a-half day retreat and designed a series of exercises in three areas:

• Team building activities
• A historical scan focused on the association’s genesis, evolution, and work to date
• Strategic planning in the following areas:
  • Program offerings and success metrics
  • Membership/sponsorship recruitment
  • Member to member activities
  • Fundraising and resource development
  • Strategic alliances
  • Communication

Results

Outcomes of the retreat included:

• An outline of the association products and offerings
• A communications strategy for the first year
• A membership recruitment and retention plan
• A fundraising strategy
• Identification of potential alliances and a plan for enlisting them
• An understanding of staffing needs
• Establishment of working relationships among board members and agreement on the strategic areas they each would lead going forward