Association Business Planning & Strategic Planning
Facilitator - Adorna Carroll

Although many local and state associations have Strategic Plans, they often sit on a shelf once they are done. This is a common problem for many associations since field practitioners have difficulty transforming the goals into action.

Adorna Carroll has the ability to work with association leaders so that the goals and objectives created by the group become more concrete rather than abstract, by helping the group translate those goals and objectives into an implementation plan for committees so that an association can progress from a 'bunch of great ideas' to measurable action items with results and without micromanagement of the process. The process also creates a culture whereby the group identifies the general direction of the organization and then delegates the objectives to the committees for completion yielding forward progression of the organization and a blueprint for success. Each successive review of the organization's accomplishments create a foundation for building rather than starting over each year with a new plan.

Once the Mission and Vision of the organization has been established - all strategic and long-range goals are assessed for consistency. Once those goals are established and ratified, objectives are identified and delivered to the various committees for action to be completed within a specific time frame. This format keeps the committees of the organization on track and focused on activities that coincide with the strategic and long-range goals of the organization so that, as a group, everyone moves in a forward direction toward the same horizon.


Lively action-packed program facilitated with humor and real-world attitude! References available upon request from state and local associations that have experienced this method of facilitation.

Step 1: Association Business Planning - Goals and Objectives identified for 1-3 years
This is the first step to creating a new culture. Mission and Vision statements are only reviewed not re-done. This timeline creates momentum and is tangible for volunteers to brainstorm and delegate. Committee activity is review for measurable results and the process is best repeated for a couple of times to get the ball rolling without micromanagement of the committee activities.

Step 2: Association Strategic Planning - Visioning and Goal-Setting identified for 3-5+ years
Once the culture has been created, the Strategic Thinking Group can brainstorm out of the box and look beyond the horizon line for the association. The culture shift allows for global direction setting so that the rest of the team can continue formulating objectives that coincide with the long-range and strategic direction of the association. Mission and Vision statements stated and only discussed if they are not consistent with the overall direction.


1 or 1 1/2 day program
Each of these programs can be combined with Leadership Training if desired.
Fee for facilitation is uniquely assessed and quoted with Association budgets in mind.





All information and content deemed reliable but not guaranteed.


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