SAR Strategic Planning RetreatCommunication is the Key

ICE BREAKER!!!!

Ice Breaker

1. Your Name

2. Your Club

3. What Is Your Favorite Thing About Being A Soroptimist?

4. What Do You Hope to Learn Today?

What Are We Doing Here?

Four Reasons You Are Here

• To Learn Something

• To Share Your Passion

• To Share Your Talent

• Have Fun!

What Is a Strategic Plan?

SIA Strategic Plan

Our federation’s 10-15 year big goal is to increase our collective impact, which means members, clubs, regions, board and staff:

• strengthen our organization (increased)

• by working together, (collective)

• providing women and girls with access to education and training to make a sustainable and measurable difference in their lives. (impact)

Club Road Map & Region Strategic PlanWorking Together to Increase Our Collective Impact

Club Road Map: Program

• Participate in our Live Your Dream: Education and Training Awards for Women (formerly the Women’s Opportunity Awards).

• Increase the impact for your local recipients of our Live Your Dream Awards by providing support beyond a cash award.

• Include Live Your Dream at-large applications in your club-level judging.

• Plan to participate in our new Girl Program: Dream It, Be It using the Club Planning Toolkit and report on your plans.

• Examine existing club projects to ensure they are in line with our mission to improve the lives of women and girls through programs leading to social and economic empowerment.

SAR Strategic Plan: Program

• Increase in number of clubs giving Soroptimist Dream Awards (Live Your Dream & Dream It, Be It)

• Increase in number of clubs collaborating with other clubs for projects and programs

• Increase in number of clubs participating in Celebrating Success, Club Recognition, & Governor’s Trophy

Table Discussion

Take 10 Minutes To Discuss

• How are You going to achieve these goals?

• Are there any road blocks?

• How can other clubs help you achieve these goals?

• How can the region help you and your club achieve your goals?

Lunch!Be sure to sit with someone new.

Ice Breaker!

1. Take a penny

2. When called upon, share something that happened to you during the year that the penny was issued (Extra points if it as Soroptimist event!)

Club Road Map: Fundraising

• Make SIA your cause of choice to generate federation-wide impact.

• Contribute at least 10 percent of funds raised locally to Club Giving in support of our federation programs.

• Donate Founders Pennies for every member in support of our federation programs.

• Support SIA’s corporate sponsorship program by engaging with official sponsors and partners, and recommending potential sponsors and partners.

SAR Strategic Plan: Fundraising

• Increase in number of clubs giving Soroptimist Dream Awards (Live Your Dream & Dream It, Be It)

• Increase in Number of Clubs participating in Club Giving

• Increase in Number of Clubs participating in Founders Pennies

• Increase in number of clubs collaborating with other clubs for fundraising efforts

Table Discussion

Take 10 Minutes To Discuss

• How are You going to achieve these goals?

• Are there any road blocks?

• How can other clubs help you achieve these goals?

• How can the region help you and your club achieve your goals?

Club Road Map: Membership

• Focus on recruiting new members into your club.

• Start up new clubs.

• Create a happy and healthy club experience.

• Use your SIA-created club email address.

• Attend at least one region event a year.

• Provide personal email addresses to SIA headquarters.

SAR Strategic Plan: Membership

• Establish SAR Membership Council (Committee)

• SAR Clubs designate one member to respond to requests from SAR Membership Council. 

• Get on the MemberSHIP! SAR clubs participate fully in Everyone – Bring one Campaign.

• Each SAR club would set their unique retention goal, which they share with SAR Membership Council, and meet it.   

• Using SIA’s membership study, Membership Council would work towards a toolkit for getting and maintain members.

Table Discussion

Take 10 Minutes To Discuss

• How are You going to achieve these goals?

• Are there any road blocks?

• How can other clubs help you achieve these goals?

• How can the region help you and your club achieve your goals?

Club Road Map: Public Relations

• Join and promote LiveYourDream.org both within and outside of our federation.

• Promote the Soroptimist Live Your Dream Awards and other mission-focused programs.

• Follow our federation’s collective efforts on social media sites.

• Use our federation’s brand identity guidelines, including using the SIA logo on all materials.

SAR Strategic Plan: Public Relations

• Clubs will be aware of and use SIA Resources

• Clubs will submit articles and photos to SIA

• Clubs will use club e-mail addresses

• Clubs will use branding and logo of SIA

• Clubs will have either a website or Facebook page

Table Discussion

Take 10 Minutes To Discuss

• How are You going to achieve these goals?

• Are there any road blocks?

• How can other clubs help you achieve these goals?

• How can the region help you and your club achieve your goals?

How Can We Help Each Other?

Updates & Next Steps

Important Dates

2014• July 1 Celebrating Success Awards due to Region Chair LouAnne Hunnicutt

• October 3 Founder’s Day

• October 4 SAR Fall Meeting, Hosted by SI Montgomery County: College Park Marriott Hotel

• October 18 SAR Fall Meeting, Hosted by SI Manassas: Heritage Hunt Golf & Country Club

• October 25 SAR Fall Meeting, Hosted by SI Salisbury: LaQuinta Inn & Suites, Salisbury

• November 15 Form 990 due to IRS no later than this date (Clubs with FY July 1 ‐ June 30)

• November 25 International Day for the Elimination of Violence Against Women

• December 2 International Day for the Abolition of Slavery

• December 10 International President’s Appeal (Solar Energy & Cookery)

2015

• January 15 SAR Presidents Conference Call (8 PM)

• January 20 Live Your Dream Awards Due to Region Chair, Chris Kreiling

• February 15 Inform Region Chair of Dream It, Be It, Johann Dretchen of your club’s programs

• March 8 International Women’s Day

• April 16 SAR Presidents Conference Call (8 PM)

• May 1- 3 South Atlantic Region Spring Conference – DoubleTree, Williamsburg, VA

Other Important Items

• Subscribe to the SAR Listserv by sending an e-mail to: sar_presidents-subscribe@yahoogroups.com

• Post a message on the SAR Listserv by sending an e-mail to: sar_presidents@yahoogroups.com

• Like SAR on Facebook: http://on.fb.me/WQC45i

• Visit us on the web at: www.soroptimist-sar.org

Closing Thoughts