Rochester Local Section Strategic Planning Retreat February 2-3, 2019 Rochester, NY

1. American Chemical Society Rochester Local SectionStrategic Planning RetreatFebruary 2-3, 2019Rochester, NY Amber Hinkle, SPR Facilitator Bill Carroll, SPR Facilitator Denise Creech, SPR Facilitator

2. American Chemical Society Welcome, Introductions, & Expectations

3. Expectations For This Process • Clear path forward • Learn more about ACS • New ideas • Learn more about strategic planning • All on the same page • Learn about Section • Direction • Unity • Build Community • Activities more relevant • Innovative view American Chemical Society

4. American Chemical Society Strategic Planning Overview PROCESS AND TERMINOLOGY

5. Process Overview • Understand • Core Values • Stakeholders • Strategic Direction • Vision • Mission • Goals • Context • Challenges/Opportunities • Environment Scan • Implementation • Strategies (and specific tasks) • Metrics • Champions • Taking Action Lines in bold constitute the plan in operation American Chemical Society

6. American Chemical Society Developing RLS Strategic PlanPart 1: Stakeholders, Vision, and Mission

7. Whom do we serve? Priority is based on relationship to our mission 1=mission critical or high risk if we fail 2=can leverage to exceed goals or to become mission critical 3=nice to serve RLS Stakeholders American Chemical Society

8. The Planning Process for Sub-Units: Mission, Vision, Core Values MISSION, VISION, CORE VALUES Vision Desired picture of the future Mission Purpose and focus ENVIRONMENT SCAN CHALLENGES OPPORTUNITIES GOAL 3 GOAL 1 GOAL 4 GOAL 2 STRATEGIES STRATEGIES STRATEGIES STRATEGIES MEASUREMENT MEASUREMENT MEASUREMENT MEASUREMENT American Chemical Society

9. Vision Statement is “Nirvana” Your Vision Statement should be: • an audacious, empowering, and inspiring statement that states your purpose/values/aspirations • succinct – ideally 10 words or less • uplifting and inspiring and should identify the human value (excellence, integrity, teamwork, originality, equality, honesty, service) in what you do. • timeless: even if the organization changes its strategy, the vision will often stay the same • an inspiring statement that energizes your members. American Chemical Society

10. Final RLS Vision Statement American Chemical Society

11. Mission Statement Template Your Mission Statement should convey the overall purpose and focus of your group to your members and those outside your organization in a clear and powerful manner. Always write it in the present tense so that it motivates and inspires commitment from your members. • What is the unit in question? • What do you do? • What are your quality, cost, time, and service standards? • Whom do you serve? • What are your boundaries? • Who benefits from your work? American Chemical Society

12. Final RLS Mission Statement American Chemical Society

13. American Chemical Society Developing RLS Strategic PlanPart 2: Change Drivers, Environment Scan

14. What are the ACS Change Drivers?* (2017) • Conferences and Events Reimagined • New Models of Information Delivery and Discovery • Chemistry’s Interdisciplinary Future • Automating Chemistry • Greening Chemistry • Chemistry’s Changing Workforce • Globalization of Chemistry • American Chemical Renaissance * These change drivers are important to ACS strategic planning in the next 5 to 10 years. American Chemical Society

15. ACS EScan Taxonomy -- STEP Social – Language, beliefs, values, ethics, etc. Technological – Ways of manipulating the physical world (materials, machines, etc.) Economic – Production, exchange, and consumption of goods and services Political – Collective decision-making, usually in the form of government

16. RLS EScan 2019 – Key Trends Technology Information overload & accessibility (T) Analog-digital shift in photography (T) Evolving communications methods (O) Tech enabling 24/7 communication (O) Transforming local economy from large to startups (O/T) Photonics (O) Strong hospital and associated R&D (U of R) (O) Political Polarization of views on science (T/O) Preparation of students for higher ed: Teaching to the test (T) Bridge the equality gap (T) Shift/change in government funding (T) NYS regulations (T) NYS support of startups—after, how do we keep them locally (O) Connection with local/state/US government—what should it be (O) Social Lack of Diversity in Chemistry (T) Time, Considering people at different stages (T) Lack of Membership Loyalty (T) Focus on interdisciplinary solutions (O) Current communication—delocalized (O) Networking—different modalities (O) Bridging the wall between students & professionals (O) Economic Funding/budget management from national (T/O) Company layoffs (T) Membership fees/value (T) Event costs (T) Rochester economy (T) Rochester lack of appeal to outsiders (T) UR top employer for Rochester (O) NERM 2020 (O) WIIFM (O) American Chemical Society

17. TOWS Matrix CHALLENGES to achieving the goals ENABLERS to achieving the goals Threats Events and trends unfavorable to us Opportunities Events and trends favorable to us EXTERNAL to BIOT Weaknesses What we are not good at and are not doing well Strengths What we are good at and are doing well INTERNAL to BIOT American Chemical Society

18. TOWS Matrix for RLS External Opportunities External Threats Social: Lack of Diversity in Chemistry Time, Considering people at different stages Lack of Membership Loyalty Technological: Information overload & accessibility Analog-digital shift in photography Economic Funding/budget management from national (O) Company layoffs Membership fees/value Event costs Rochester economy Rochester lack of appeal to outsiders Political Polarization of views on science (O) Preparation of students for higher ed: Teaching to the test Bridge the equality gap Shift/change in government funding NYS regulations Social: Focus on interdisciplinary solutions Current communication—delocalized Networking—different modalities Bridging the wall between students and professionals Technological Evolving communications methods Tech enabling 24/7 communication Transforming local economy from large to startups (T) Photonics Strong hospital and associated R&D (U of R) Economic UR top employer for Rochester NERM 2020 WIIFM Political NYS support of startups—after, how do we keep them locally Connection with local/state/US government—what should it be American Chemical Society

19. TOWS Matrix for RLS Strengths Weaknesses • Clearly defining expectations • Communications strategy • community engagement • dwindling number of members • Engagement with students • Getting hung up on "old practices" • Inclusion of tangent professional fields • Involvement • Recruitment of new members • Leadership sustainability (succession planning) • value proposition • strong academic community • Acceptance of new volunteers/active members. • active leadership • awareness • Event planning • Extreme dedication • Large number of students • People are very involved locally + nationally • Members have great ideas and follow through • Network • Prestigious awards • Opportunities to collaborate • Strong communication with the community • Willingness for outreach American Chemical Society

20. American Chemical Society Developing RLS Strategic PlanPart 3: Developing Goals

21. Final Goals American Chemical Society

22. Hi Resources Lo Probable impact Hi Opportunity Mapping Discussion is needed to determine the schedule for those in the “Pursue selectively” quadrant. G1 G4 G2 Avoid Pursue selectively G3 Tactical (incorporate into routine) No-brainers (unfortunately few of these) Lo

23. Strategies to Reach Your Goals Goals should be set to achieve your vision and mission, with a 3 to 5 year timeframe. • Strategies should be set to achieve your goals, with a 6 to 18 month timeframe. • You should achieve SMART when both goals and strategies are combined. • You will prioritize your strategies based on probably impact and resources required. American Chemical Society

24. Evaluating Strategy: SMART • Specific: The strategy should identify a specific action or event that will take place. • Measurable: The strategy and its benefits should be quantifiable. • Achievable: The strategy should be attainable given available resources. • Relevant: The strategy should be aligned with other efforts and needs. • Time bound: The strategy should state the time period in which it will be accomplished. Although either the goal or strategy statement may themselves not address all the criteria, when the goal/strategy combination is considered together it should address all the criteria. American Chemical Society

25. Goal 1: Establish more effective communications across multiple platforms with key stakeholders. (I=H,R=H) Strategy 1: By May 1, 2019 develop a survey to identify membership communication preferences. Contact using all platforms. Analyze results by September 30, 2019 (I: H, R: H) Strategy 2: By January 2020, have RLS’s Communication Committee establish a sustainable communication policy and best practices for handbook, informed by the survey in Strategy 1 (I: M, R: L) Strategy 3: By June 1, 2019, establish a consistent presence on social media platforms including Facebook, Twitter, LinkedIn. Identify specific responsible people. (I: M/H, R: L) Strategy 4: By December 31, 2019 update RLS website with accurate, current information and move to WordPress. Find a webmaster and 2 associates. (I: H, R: M) American Chemical Society

26. Goal 2: Increase membership by 20% through new member acquisition and current member retention. (I=H,R=H) Strategy 1: Piggyback on the communications team survey to establish what RLS members see as membership benefits, value and ideas. See Goal 1 for timeline. Determine RLS preferred benefits (+3 months from Goal 1) (I: H, R: M) Strategy 2: Establish a Membership Affairs Committee with new volunteers to communicate the value of ACS membership to key stakeholders via visits into the local community and social media (+1 year from Goal 1) Visit all stakeholders with presentation (January, 2020) (I: H, R: H) After discussion of resources, in light of NERM 2020 preparations, it was decided to start in 2019 with development of a 1-page value statement and target distribution of it at NERM and other RLS events. This “soft serve” approach will then be followed up with further effort after NERM. American Chemical Society

27. Goal 3: Increase membership engagement by 5% of all members (by 2019 count) for RLS-sponsored activity (I=H,R=M) Strategy 1: By September 30, 2019, establish active YCC/WCC/SCC Committees. (I: H, R: H) Strategy 2: By March, 2020 Each committee will host at least one event. (I: H, R: H) Strategy 3: In 2019, increase participation of members at targeted local section meetings through publicity and personal invitations. (I: H, R: L/M) After discussion of resources, in light of NERM 2020 preparations, it was decided to ask the YCC, WCC, and SCC committees to focus on at least one event for NERM. American Chemical Society

28. Goal 4: Create innovative interdisciplinary programs that foster unique collaborations within the chemistry community (Chem-UNITY). (I=H,R=H) Strategy 1: By June 30, 2019, form a Programming Committee that completes ACS leadership course “Collaborating Across Boundaries.” (I: M/H, R: L/M) Strategy 2: By September 30, 2019, Programming Committee identifies 3 specific possible collaborations. (I: H, R: L) Strategy 3: By July 31, 2019, develop a list of volunteers from academe and industry willing to mentor (by field). Once established communicate this is available. (Add to survey?) (Focus on event?) (I:H, R: M/H) Strategy 4: By the fall lecture, enhance the outreach of the emerging technologies seminar by streaming, recording and live tweeting to reach a broader audience including the small business community and those that can’t travel. Strategies 1-3 were delayed, based on current resources. However the idea of the Collaborating Across Boundaries course will be presented to the NERM programming group. American Chemical Society

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30. RLS Strategic Plan Champions American Chemical Society

31. American Chemical Society Developing RLS Strategic Plan Part 7: IMPLEMENTING THE STRATEGIC PLAN

32. Potential Pitfalls

33. Next Steps

34. American Chemical Society Summary and Plus/Deltas

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36. Overall Retreat Feedback Headlines/What Went Very Well What Would You Do Differently Last two hours felt rushed Report out of plans Brainstorming of strategies as group activity Possible to share documents in real time Section demographics to team • Group came together well • Good Communication • Stayed on task • Plan is ambitious but reasonable • Good fresh faces • Learning about other sections • Environment scan • Facilitators American Chemical Society

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