Strategic Objectives

1. SIM Strategy on a Page Reengineer and simplify the membership process Develop and launch a SIM Brand Architecture Develop and implement Chapter Playbooks to enhance overall governance, opns and fundraising Refine and enhance the SIM National Marketing and Social Media Strategies Leverage the Chapters to promote RLF, APC, STEM Create and promote a portfolio of core SIM offerings (i.e. RLF, APC, etc.) Partner with local universities to strengthen STEM (increase enrollment) Provide framework for partnering with national student organization Investigate new sources of funding through national grants and others Our Vision:To be the most respected society of IT leaders Our Mission: SIM brings together IT leaders to share, network and give back to their communities through the collaboration of local chapters. Evaluate the hiring of fulltime National Membership Director Top 4 Reengineer SIMposium to maximize member value Strategy Define standard criteria for vendor involvement Strategy is driven by Committed, actively engaged Chapters focused on leveraging the legacy of SIM to promote exceptional leadership at all levels of the IT industry Develop a SIM Partners/Sponsors program to benefit National/ Chapters Increase collaboration, learning and sharing across Chapters Develop and clarify the path for SIM membership Strengthen SIM Board partnership with Chapters Strengthen the alliances with similar organizations to benefit Chapters Create a comprehensive and actionable SIM Communication Plan Strategic Imperatives Community Outreach Chapter Engagement Operational Excellence Strategic Imperatives which reveal CSFs… Exceptional Branding & Marketing Continuous Member Development & Growth Redesign and enhance the SIM Website including personalization Evaluate online delivery of SIM programs and offerings Strategic Objectives Areas of Focus for Society Benefit which is input to… Chapter Growth Membership Retention Membership Satisfaction Financial Viability Strategic Measures Measuring the progress of SIM

2. Communications & Engagement Chapter Engagement Status • Presentation at CL meeting at SIMposium • Presentation at Summit • Periodic updates and inputs from program owners to chapters • Updates in Chapter Leader newsletter As of 09.11.2013 Scope change from communications to engagement, need to sync plan with 2014 marketing plan Summary • Overall objectives/key questions • What can we improve, how can we improve it, and who should improve it? • What should we do to better engage members and Chapter Leaders? • What are our channels and our plan? • How can we help chapters improve their member engagement? • How can we get better at listening? • How should we use social media to connect with members? • 2013 scope and goals • Establish committee structure, define processes and deliverables • Inventory existing communications for Chapters and SIM • Define communications channels • Develop plan and begin gathering and prioritizing communications needs • Team • Board sponsors: Rick Pride, Kevin Sauer • Mgmt Council: Terry Coull • Team: Mark Haupt, Lawrence Casey, John Wright, Kevin Morgan, Ed Galloway, Shane Kilgore, Molly Mahoney , Erik Tomasi, Jason Hish, Leo Pellerin, Dave Pearson, Scot Berkey, Jamal Shah , David Goldstein, ZareerSiganporia, SpaseMiloseki, Joe DiSiena, Eric Hovda, Ernie McKinley, Jeff Reiden, Laura McCanlies Key Activities Inventory of current comms Sep 15, 2013 Comms input from chapters Sep 30, 2013 - hold Develop engagement goals Oct 15, 2013 Identify channels Nov 1, 2013 Develop requirements Nov 1, 2013 Brief Chapter Leaders Nov 10, 2013 Chapter inventory Dec 15, 2013 What’s Next • Continue brainstorming, prepare to prioritize ideas • Sync this initiative with branding and 2014 marketing plan • Continue to gather info on what other organizations are doing

3. Core Offerings Chapter Engagement • Presentation at CL meeting at SIMposium • Presentation at Summit • Periodic updates and inputs from program owners to chapters • Updates in Chapter Leader newsletter Status As of 10.15.2013 Summary No issues, on track with deliverables • Overall objectives/key questions • How do we bring more visibility to our current programs and working groups? • How can we improve the way that our programs and working groups are perceived? • How can we develop integrations and tie-ins between our core offerings • How can we develop and implement new core offerings • 2013 scope and goals • Develop core offerings portfolio • Identify process to evaluate new core offerings • Explore tie-ins between existing core offerings • Integrate core offering promotion plan into 2014 marketing plan • Team • Board sponsors: CarenShiozaki, Kevin More • Mgmt Council: NA • Team: Jana Markowitz, Kevin Ryan, Madeline, Jeff Skulsky , Kristen Lamoreaux, Leon Kappelman, Randy Roth Key Activities Offerings value process Oct 1, 2013 New offerings process Oct 20, 2013 – now Oct 30th Develop portfolio draft Nov 15, 2013 Presentation at SIMposium CL Nov 10, 2013 Final portfolio document Dec 15, 2013 Presentation at Summit Apr 24, 2014 What’s Next • Prep for SIMposium Chapter Leader meeting table topic • Continue to refine new offerings process • Discuss portfolio management idea with team

4. Brand Architecture Chapter Engagement Status • Periodic emails to marketing chairs • Presentation at CL meeting at SIMposium • Presentation at Summit • Voice of the chapter interviews • Updates in Chapter Leader newsletter As of 10.15.2013 Summary No issues, on track with deliverables • Overall objectives/key questions • How do we change or improve our name, logo and/or brand to help make the organization viable, memorable, vital and engaging in the future? • How do we use our current or future brand to increase visibility nationally, locally and within the community of IT professionals? • What are the options available for using our current or future brand to help improve member engagement and commitment? • How do we better position the organization to take advantage of new markets and opportunities? • 2013 scope and goals • Complete Branding Session • Develop 2014 implementation plan • BA goals incorporated into 2014 marketing plan • Team • Board sponsors: Jim Knight, Joel Schwalbe • Mgmt Council: Stacey Alexander • Planning team: Jeff Skulsky, Mark Griesbaum, John Hurley, JP Batra Key Activities RFP’s due Aug 9, 2013 Vendor selected Sep 1, 2013 Voice of the chapter Oct 23, 2013 Branding session Nov 8, 2013 Draft report development Dec 15, 2013 Draft report presentation Jan 15, 2014 & Apr 24, 2014 Final report due May 1, 2014 What’s Next • Complete the voice of the chapter calls • Coordinate on-site meeting logistics • Develop plan & talking points for SIMposium Chapter Leader meeting

5. SIMposium redesign Chapter Engagement • Presentation at CL meeting at SIMposium • Presentation at Summit • Periodic updates and inputs from program owners to chapters • Updates in Chapter Leader newsletter Status As of 10.15.2013 Summary On track for Chapter Leader input at SIMposium • Overall objectives/key questions • How do we make SIMposium more relevant to members and non-members • What should the conference model be in the future? • How do we integrate our conference with our brand? • 2013 scope and goals • Analysis of other associations’ & other IT conferences • Idea gathering and analysis • Explore other conference models • Chapter engagement plan for future changes • Team • Board sponsors: Eric Gorham, Kristin Valters • Mgmt Council: Michael Brooks • Team: Bill Weeks, John Oglesby, Ernie McKinley Key Activities Gather prior year info Aug 15, 2013 Gather info from other orgs Sep 15, 2013 2015 plan Nov 15, 2013 Survey membership Dec 20, 2013 Presentation at SIMposium CL Nov 10, 2013 Input from attendees Nov 15, 2013 What’s Next • Continue to prioritize ideas • Complete discussion on 2015 plan and discuss with Chapter Leaders at SIMposium • Continue to gather info on other conferences