IFMA Central PA Strategic Plan Update (2008-2009)

I. Executive Summary

The purpose of the strategic plan is to provide guidance in reaching the vision and mission of IFMA. This includes the expectations of the international facilities organization and the expectations of our members. Without our members, IFMA would not exist. Therefore, we find it extremely important to hear from our members, who provide input into our plan. Along with the vision, mission, and membership input, we will address the goals of the plan. Moreover, we will address the needs of our entire membership and help to fulfill our oath of obligation as facility managers and as associates who provide products and services to the business community.

To date, we have continually experienced growth in membership. In the past few years, we have put together strategic plans to “grow” our services to the members. An example of that growth is the CFM training that was done last year. We continue to help the members reach that status. We also have afforded our associate members opportunities to provide products and services to our business community while working alongside professional members to improve our chapter. We have continually updated our strategic plan to meet the needs of our membership.

We now expect to take the chapter to a higher level of professionalism, both in the facility manager role and as associates who support our business community. Our programs will be of high quality. We will engage our executives and board members in bringing the strategic plan to fruition. To do this, we included several areas for input: the 2005-2006 strategic plan, membership surveys, board committee reports, “mega” issues like baby boomers retiring and the resulting smaller workforce pool, Chapter Strategic Planning El Grande 2006 from councils and other chapters throughout the United States, planning meetings, goals from our chapter committees, feedback from the membership, the top 12 reasons why younger members do not get involved from a World Workplace presentation, and IFMA headquarters’ current trends and future outlook paper for facility management.

We envision our chapter taking the next step to become an IFMA player that is recognized for exceptional service to the membership and for the acquisition of awards resulting from the work done to serve our chapter and our community. An example of this exceptional service will include a more dynamic website for members and other organizations, along with continued support in our outreach to organizations who need our help, driven by a strategic plan that has goals, objectives, and action steps to win.

The overall goal is simply taken from the vision and mission statement in a few words: a premier professional organization in the Facility community, which serves our membership to enhance their personal and professional development.

II. Vision Statement

As an International Facility Management Association (IFMA) Chapter, we are focused on being a premier, professional organization in the Facility Management community.

III. Mission Statement

The Central Pa Chapter of IFMA will provide quality-learning experiences, excellent networking opportunities, and serve our membership to enhance their personal and professional development.

IV. Goals & Objectives

     A. Membership Committee
         1. Implement greeter/mentor program.
            a. Develop the plan and implement it by September 30, 2007.
         2. Update member profile using an electronic form for members.
            a. Send a welcome letter to new members and a reminder letter to existing
                members for profile updates.
         3. Implement annual, new member breakfast.
            a. Create an agenda and timeframe for completion.
         4.Conduct follow-up communication with first-time guests.
            a. Create a call list and make follow-up telephone calls, as deemed appropriate.
         5. Make chapter brochures available at all monthly events.
            a. Create a brochure or update an existing brochure and make them available
                at all monthly events.
         6. Publicize CFM certification program.
            a. Create a plan to announce CFM certification and implement it.

    B. Program Committee
        1. Establish a ½ day round table discussion where each table will be given a
            specific topic for discussion.
            a. Develop the date, and provide a topic for each table for the half-day Round
                Table Discussion meeting, using available information from recent
                membership survey and current facility issues.
        2. Schedule and implement breakfast meetings once per month.
            a. Develop a schedule and an agenda for each meeting.
        3. Establish a team of committee members who will design monthly programs.
            a. Develop an outline of regular Chapter meeting programs for the entire year.
            b. Make specific committee assignments and require them to document topics,
               locations, and provide meals, times and dates for all meetings. Make all
               specific program arrangements.
           c. Report results to the board each month.

   C. Certification Committee
       1. Establish the certification committee and develop an annual calendar of events.
           a. Add new committee members who will work to complete the details of the
               calendar of events.
       2. Assist members in obtaining CFM designations, by providing a CFM Training
           and Review Course.
           a. Develop a specific training schedule and agenda to train future CFMs.
           b. Conduct class with as many students we can get.
       3. Obtain Board approval of the certification agenda/budget and obtain approval to
           use Chapter funds to reimburse appropriate candidates.
       4. Make a presentation to the board for approval of the certification agenda, budget
          and reimbursement policy.

   D. Awards – Sponsorship Committee
       1. Revise current plan to obtain sponsorships for the purpose of increasing
           participation.
          a. Review the plan and provide a specific goal directed at participation.
       2. Review/revise the chapter awards and incorporate chapter awards presentations
           into the annual meeting.
          a. Design awards around our vision and mission statements and strategic plan.
          b. Contact other chapters and headquarters for ideas and/or sample awards
              programs that the chapter can use as a guide.

   E. Publicity Committee
       1. Revise the format of the monthly newsletter.
           a. Revise format and present to the board for approval.
           b. Obtain enough material on chapter activity, publish and distribute on a
               quarterly basis.
       2. Revise the website.
           a. Committee will contact web master to initiate change/update for overall look of
               chapter website.
       3. Place ads in the business section of local publications regarding upcoming
           monthly meetings and election of chapter officers.
           a. Develop the advertising schedule and use the approved budget to cover the
               costs.
           b. Assign committee member who will be responsible for getting meeting
               notices, etc. published in local publications.

   F. Community Outreach Committee
       1. Reach out to the community through specific, planned events.
          a. The committee will schedule and implement two events a year, in accord with
              the approved budget.

   G. Associates Committee
        1. Develop and improve Associate Member chapter participation.
            a. Provide event to provide information about IFMA’s organization and
                programs to potential members.
        2. Develop, plan and implement annual membership event.
            a. Design the event to generate interest in membership in the Central
                Pennsylvania Chapter of IFMA.
            b. Work with Executive Board to establish date and time for next event.
            c. Event shall be self-sustaining but is not intended to be a Chapter fundraiser.
        3. Support other Chapter Committee’s with active participation for growth and
            development of our organization, our people and the community.
        4. Hold monthly associate member breakfast meetings to discuss issues,
            concerns, recommendations, and programs for the betterment of the Chapter.
            a. Associate breakfast to be held the first Friday of each month: August 3rd,
                September 7th, October 5th, November 2nd, and December 7th.
            b. All meetings to be held at 8:00am.
            c. Location; to be communicated.

References

1. Board and Committee Input
2. Board of Directors Meeting Minutes 2006-2007
3. Headquarters CFM revised exam document
4. Central Pa Chapter Newsletters
5. Committee Meeting Minutes 2006-2007
6. Board Reports 2006-2007
7. Member Surveys 2006-2007
8. Current Trends and Future Outlook for Facility Management Document, 2005
9. Chapter Strategic Plan 2005-2006
10. Chapter Strategic Planning “El Grande” 2006
11. Strategic Planning Committee Sessions