2. Agenda
Introduction
Mission Statement
Strengths and Weaknesses
“Game Changer” Trends
Business Model Strategy Statement
Group Wisdom: Goals and Objectives for
the Current Plan
Plan Implementation
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3. TODAY'S MISSION STATEMENT
The purpose of our meeting is to focus on
the Collin County Association of Realtors by
assessing its current organizational
effectiveness and its immediate future
direction.
Secondary benefits: an informed leadership
and staff, a process to continue strategic
decision-making
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4. Components of Traditional
Strategic Planning
Member Assessment (demographic analysis)
• Needs to be done every 2-3 years
Community Inventory (SWOT)
Industry Review
Completed Strategies and Implementation
Program
Structural Audit
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5. Demographic Analysis
1. Age range
2. Income from Real Estate
3. Physical location where they do business
4. Experience in Real Estate (length of time)
5. Amount of time spent in real estate per week
6. Function (management, sales, support) and
specialty
7. Education level
6. Action Item One
THE MISSION STATEMENT
Each Member Should be able to Verbally
Express the Mission
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8. PRIORITIES
1. Success of
brokerages
2. Strengthen the
regional community
3. Superior membership
experience for all
4. Exceptional
membership value
proposition
5. Powerful public
profile
6. Build capacity to do
the first five
7. Recognized source of
information in the
region
13. Seniors
Learn in traditional ways such
as reading and classrooms;
Consider their work a vital
part of their "social identity;"
Have had only one to three
jobs in their careers;
Dislike and distrust
technology
May be unfamiliar with the
pressures of two-career
families.
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15. geeks often--
Are committed to making a life, not just a living;
View team-building, engagement, and partnerships as essential to
leadership;
Recognize that with diversity come new perspectives, ideas, and
insights;
Desire and believe that they can better the world;
Are experimental and entrepreneurial, less loyal to employers;
Learn through both traditional and experiential means;
enjoy technology
Are more secure with insecurity and change;
Have limited time for association work
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18.
Out-dated governance models
Delivery models for goods and services
Expectations of ‘participatory’ membership
Time Commitment
Poor association technology track record
Lack of response to needs of younger
members
The Geeks Present a Challenge
to Any Organization
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19. Change Management/Decision
Timelines
1. Consolidate decisions—management v. strategic
2. Organize meetings—timed agenda
3. Eliminate layers—crowd source and technology techniques for issues
4. Use strategy screen
5. Depend on policy, don't reinvent the wheel
6. Trust experts (members, committees, staff)
7. Use an experience/skill model; less emphasis on representative model of
decision-making.
22. Revise Your Thinking!
MLS as a separate Cost Center
Plan and deliver association
benefits and services as though
members had a choice
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24. Projected Business Model
Changes
Leaner and Meaner
Fewer Bricks and Mortar
Amenities
Specialized Employees
Emphasis on better
production and services
Diversity of services in
'customer for life'
environment
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25. Impact on Associations
Fewer Members
More Specialists
Membership
Requirements--
licensure
Electronic
Communications
Delivery of Services
Public Relationships
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27. Definition:
“What keeps the organization sustainable?”
A statement which defines the methods by
which the organization accomplishes its
mission and generates revenue
Answers the question,
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28. Examples:
Google is a business. The revenue we generate
is derived from offering search technology to
companies and from the sale of advertising
displayed on our site and on other sites across
the web.”
Food bank business model statement: "We obtain
donated food from businesses (85%) and
individuals (15%), sorted and distributed largely
by volunteers, and financially supported by
individual donors and the community foundation."
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30. Goals and Objectives
Goal
Definition: A broadly
stated general value
Example: I need to
get out of town!
Objective
Definition: A
measurable plateau
Example: I will vacation
for 2 weeks in the
Bahamas
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31. Strategies
I will save $2,000 from my
next commissions
I will find a house to rent using
vrbo
I will decide on the location
based on fishing, beaches
and price
I will book the airline tickets
I will block off my calendar at
least 3 months in advance
I will buy a new bathing suit
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32. 4 Components of a Strategy
1. what
2.who
3.resources
4.timeline
33. CCAR Planning Work Groups
Facility and Location
Leadership Development
Membership Growth, Recruitment, Define new
ways to Participate, Communication
Increased Community Image and Heightened
Visibility
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35. Steps
Approve the Plan
Design and Approve Strategies and
Benchmarks
Spend time at each BOD meeting on Strategic
Thinking
Budget the PlanJudith Lindenau JWL Associates 35
36. Closing Details
Handouts included:
− Pre-work on Mission Statement and Association
Strengths and Weaknesses
− Business Model Strategy Statement
− Strategy Screen
− Project Planning and Marketing Worksheet
− Implementation Suggestions
Plan will follow within 1 week
Slide presentation is available on www.slideshare.com
Contact information: Judith@JudithLindenau.com (231-715-
1416) Judith Lindenau JWL Associates 36