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Recap of leadership roles, action plans completion rates, benefits of planning, suggestions for improvement, recommendations for electronic input, and coordination for powerful results. Next steps outlined for the organization's future goals.
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Meeting Wrap-Up • Observations • Summary of Action Plans • Recommendations • Next Steps • Your Reflections
Observations • Watching you wear your “Board” hat, I see the Board trying to get clarity on: • Leadership roles and responsibilities. • Clarity of reports and reporting processes. • There’s more work to be done.
Summary of Action Plans • We received a total of 42 action plans. • 16 are complete (40%). Good job! • 4 had minimal or no work done. • The rest are in various stages of completion.
Benefits of Action Planning • Helps the DLCs focus on action and what they need to get done. • Identifies areas where staff resources are needed. • Indicates which DLCs are doing fine – and which could use more help. • Connects local action to strategic plan. • Connects “local” hat to “Board” hat.
Suggestions for Improvement • Several DLCs identified specific areas where they need help: • E.g. updated lists and fliers from staff • E.g. clarity about staff assistance • E.g. clarity about the meaning of some objectives • Eliminate redundant planning exercises. • More coaching in S.M.A.R.T. action steps.
Recommendations • Staff input these plans electronically and return them to the DLCs. • DLCs keep using and updating your action plans. • Agree on one template. • Put plans online – so volunteers and staff can update and coordinate action.
Recommendations • Make this a regular habit! • Use your DLC meetings for action planning. • Use every Council meeting for action planning and sharing good ideas. • Coordinate both volunteer and staff actions. • Keep monitoring progress. • Adapt your plan as circumstances change. • Observe the results!
Coordinated Action = Powerful Results! • It starts with people assuming responsibility to get things done. • Build trust and innovation through good planning and communication. • Add good ideas + flexible adaptation.
Next Steps • November 2! • A successful Council meeting in December. • Shape the direction of the organization. • Translate your goals into measures of success. • Focus your action plans.
