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Strategic Planning Committee

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Micheal Cristal (SW Region) Hon. Lynard Carter(GC Region) Jimmy Hammock ... development of members as well as the Fraternity's growth and financial solvency. ... – PowerPoint PPT presentation

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Title: Strategic Planning Committee


1
Strategic Planning Committee
  • Conclave Presentation
  • July 31, 2007
  • Charlotte, North Carolina

2
Agenda
  • Introductions Committee Participants
  • Process Review
  • Results
  • Future Work
  • Committee Assignments
  • Continued Review of Plan
  • QA

3
Introductions
Leadership Team Hon. Paul Griffin International
President Hon. Dudley Flood Consultant Hon. Jesse
Williams Chair Blue Ribbon Commission Hon. Theo
Woodard
  • Committee Participants
  • Theo Woodard (Chairman)
  • Micheal Cristal (SW Region)
  • Hon. Lynard Carter(GC Region)
  • Jimmy Hammock (SE Region)
  • Hon. Ron Carter (We Region)
  • John White (GL Region)
  • Richard Duncan (So Region)
  • Brandon Wallace (Ea Region)
  • Donald Jemison (Exec. Dir.)

4
Strategic Planning - Process Review
5
  • Mission Statement
  • To become the leading proactive community service
    organization focusing on issues and strategies
    that positively impact young males and our
    communities.

6
Strategic Planning CommitteeValues
  • We will
  • Exhibit integrity and ethical behavior in all
    matters.
  • Value our constitutional bond with Zeta Phi Beta
    Sorority, Inc.
  • Value our relationships with fellow Greek-letter
    and community service partners.
  • Maintain a strong commitment to Brotherhood,
    Scholarship
  • and Service.
  • Create an environment that respects the dignity
    and worth of each member.

7
Strategic Planning CommitteeVision
  • To achieve Sigma's mission, the Fraternity will
  • Strengthen and proactively serve the Brotherhood
    as a supportive resource that positively impacts
    the personal development of members as well as
    the Fraternity's growth and financial solvency.

8
Strategic Planning CommitteeVision
  • To achieve Sigma's mission, the Fraternity will
  • Ensure that Fraternity programs are focused and
    committed to serving our communities and serving
    young males through mentoring and scholarships.
  • Select leaders who are committed and have
    demonstrated the ability to "lead".

9
Strategic Hierarchy
Headquarters
10
Headquarters Building
  • Center of Operations
  • Place where all official and intellectual
    properties reside
  • Repository for historical documents
  • Focal Point for membership services
  • Official facility for the Sigma Exchange

11
Headquarters Building
  • Center of Operations
  • Recommendation
  • Conduct a feasibility study to determine if our
    current headquarters facility will satisfy
    Sigmas needs. This study should be conducted by
    a non-interested third party and the scope of
    the study should include buying vs. leasing in
    addition to the feasibility of relocating
    Headquarters to another city.

12
Headquarters Staff
  • Center of Operations
  • Employees should be hired based on their ability
    to support the vision and mission of the
    fraternity.
  • Employees working at Headquarters should be
    Trained Professionals with the following skills
  • Customer Relation Skills
  • Communication Skills (Verbal and Written)
  • Self Motivated
  • Process Improvement Skills

13
Headquarters - Other
  • Center of Operations
  • Communication Technology
  • Headquarter technology needs will be addressed
    within the Technology category
  • Policies and Procedures
  • Headquarter Needs will be addressed within the
    Operating Policies and Procedure Section Category

14
Fund Development
  • In order for Sigma to make a Noticeable
    Difference in achieving its goals, raising funds
    is imperative. The following sources should be
    utilized to raise funds
  • Grants
  • Corporate Partnership
  • Wealthy Brothers
  • Endowments
  • Recommendation
  • External Fund Development should be facilitated
    through utilization of Sigmas Charitable
    Foundation.

15
Community Initiatives
  • Recommendation
  • Consolidate all of Phi Beta Sigmas community
    initiatives under a signature program entitled
    Sigma Wellness.
  • Objectives of this Signature Program are to
  • Support Sigmas vision of ensuring programs are
    focused on and committed to serving our
    communities and serving young males through
    mentoring and scholarships.
  • Ensure symmetry among all of our organizational
    and community initiatives
  • To develop a sense of pride and commitment in the
    community toward healthy living. And, to reduce
    the incidence of health conditions that adversely
    affect Men of Color.

16
Community InitiativesSigma Wellness
  • Financial Wellness
  • Organizational Wellness
  • Increase the Fraternitys Endowment (Life Member
    Fund)
  • Provide Financial Training to Chapters
  • National Regions to have Accounts at the PBS
    Credit Union
  • Personal Wellness Financial Literacy
  • Sponsor the following workshops at Regional
    Conferences
  • Home Ownership
  • Credit Management
  • Investment
  • Retirement Planning

17
Community InitiativesSigma Wellness
  • Health and Wellness
  • March of Dimes and Phi Beta Sigma- Together
    Preventing Premature Births and Building Strong
    Fathers Chapters to raise funds for MODs
    WalkAmerica Sigma Stepping To Save Babies
    Initiative
  • Prematurity Campaign - Chapters to promote the
    Prematurity Campaign by conducting awareness
    seminars.
  • SATAPP Chapters to provide training on
    Preventing teenage Pregnancy and Building Strong
    Fathers
  • American Cancer Society and Phi Beta Sigma
    Together Waging War Against Cancer - Chapters to
    raise funds for the ACS through special events
    and Relay for Life.
  • Healthy Living - Chapters to provide community
    training on Healthy Living particulary to those
    issues that impact men of color.
  • Leadership
  • Leadership Development Sigma to implement
    action plan for developing leaders

18
Community InitiativesSigma Wellness
  • Youth Wellness
  • Sigma Education Time
  • Scholarship
  • National Programs Foundation to award
    Scholarships
  • Each Chapter to Award Scholarships or Provide
    Scholarship Training
  • Sigma Beta Club-Youth Development and Mentor
    Program Each chapter should have a Sigma Beta
    Club or Sponsor another Chapters Sigma Beta
    Club.
  • Mental/Spiritual Wellness
  • TBD

19
Operating Policies and Procedures
Operating Policies and Procedures are needed to
enforce uniformity and consistency at every level
of Phi Beta Sigma Fraternity, Inc. Policies and
Procedures should be reviewed and updated as
needed for the following areas
  • Membership Intake
  • Recruitment
  • Reactivation
  • Retention
  • Financial
  • Chapter Management
  • Risk Management
  • Headquarters Operations

20
Operating Policies and Procedures
Recommendations
  • Establish a committee to review and make
    recommendations regarding (but not limited to)
    the above policies and procedures.
  • The President has appointed the Executive
    Director to Chair this committee. He will be
    putting together a team with input from the
    Regional Directors.

21
Branding and Marketing
Overview
  • To effectively market Phi Beta Sigma Fraternity,
    Inc. internally and externally, Branding is
    imperative.
  • The following considerations should be utilized
    in developing this methodology and Action Plan.
  • Branding Considerations
  • Establish a Marketing Team to
  • Identify a brand nameSigma Wellness along with
    the logo
  • Develop a Marketing Plan
  • Initiate uniform apparel for various occasion
    (e.g. Public and formal)
  • Recruit Brand Champions

22
Technology
  • Technology facilitates and effectuates all
    aspects
  • of the Fraternitys Operations. It shall serve
    as a
  • conduit for real time information. It is
    important
  • that Phi Beta Sigma utilize World Class
    technology
  • in the following areas
  • Telecommunication (e.g. Telephones, PDA)
  • Software
  • Website
  • Web casting.

23
Technology
  • Recommendation
  • The Technology Task Force (already appointed by
    the International President) should be
    responsible for evaluating and recommending all
    technology improvements including but not limited
    to Telecommunications, Software, Website and Web
    casting.

24
Leadership Development
  • Leadership Development (Fraternal, Personal, and
    Professional) supports the vision to Select and
    Develop Leaders who support the vision and
    mission of Phi Beta Sigma Fraternity, Inc. and
    have demonstrated the ability to lead.
  • Develop Leadership Criteria for Effective Leaders
  • Establish the Leadership Academy
  • If focus is placed on leadership training for our
    chapters then ultimately we will enhance our
    future leadership on all levels local, regional
    and international.

25
Organizational Structure
  • Recommendation
  • Review the structure of the Organization and
    make organizational recommendations (as deemed
    necessary) to ensure that it supports the vision
    and mission of the Fraternity. This review is to
    include but not limited to General Board Makeup,
    Regional Alignment, Informal State organization,
    Alumni/Collegiate Relations, etc.

26
Conclusions
  • Strategic Planning is a long term Process
  • Board to Act as Strategic Thinkers
  • Progress should be monitored by Board on an
    Ongoing Basis
  • Ability to execute is often more important than
    the strategy itself.

27
Questions and Discussion
FBS
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