1. Strategic Objectives SIM Strategy on a Page Strategy is driven by Strategic Imperatives which reveal CSFs… Areas of Focus for Society Benefit which is input to… Measuring the progress of SIM Strategic Measures 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. Chapter Engagement Community Outreach Operational Excellence Strategic Imperatives Committed, actively engaged Chapters focused on leveraging the legacy of SIM to promote exceptional leadership at all levels of the IT industry Chapter Growth Membership Satisfaction Membership Retention Financial Viability Strategy Develop a SIM Partners/Sponsor s program to benefit National/ Chapters Reengineer and simplify the membership process Develop and implement Chapter Playbooks to enhance overall governance, opns and fundraising Evaluate the hiring of fulltime National Membership Director Define standard criteria for vendor involvement Leverage the Chapters to promote RLF, APC, STEM 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 Develop and clarify the path for SIM membership Strengthen SIM Board partnership with Chapters Increase collaboration, learning and sharing across Chapters Develop and launch a SIM Brand Architecture Refine and enhance the SIM National Marketing and Social Media Strategies Create a comprehensive and actionable SIM Communication Plan Redesign and enhance the SIM Website including personalization Create and promote a portfolio of core SIM offerings (i.e. RLF, APC, etc.) Reengineer SIMposium to maximize member value Strengthen the alliances with similar organizations to benefit Chapters Evaluate online delivery of SIM programs and offerings Top 4 Continuous Member Development & Growth Exceptional Branding & Marketing

2. 2 Status Inventory of current commsSep 15, 2013 Comms input from chaptersSep 30, 2013 - hold Develop engagement goalsOct 15, 2013 Identify channelsNov 1, 2013 Develop requirementsNov 1, 2013 Brief Chapter LeadersNov 10, 2013 Chapter inventoryDec 15, 2013 Key Activities 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 What’s Next 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, Zareer Siganporia, Spase Miloseki, Joe DiSiena, Eric Hovda, Ernie McKinley, Jeff Reiden, Laura McCanlies Summary As of 09.11.2013 Scope change from communications to engagement, need to sync plan with 2014 marketing plan Communications & Engagement Presentation at CL meeting at SIMposium Presentation at Summit Periodic updates and inputs from program owners to chapters Updates in Chapter Leader newsletter Chapter Engagement

3. 3 Status Offerings value processOct 1, 2013 New offerings processOct 20, 2013 – now Oct 30th Develop portfolio draftNov 15, 2013 Presentation at SIMposium CLNov 10, 2013 Final portfolio documentDec 15, 2013 Presentation at SummitApr 24, 2014 Key Activities Prep for SIMposium Chapter Leader meeting table topic Continue to refine new offerings process Discuss portfolio management idea with team What’s Next 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: Caren Shiozaki, Kevin More Mgmt Council: NA Team: Jana Markowitz, Kevin Ryan, Madeline, Jeff Skulsky, Kristen Lamoreaux, Leon Kappelman, Randy Roth Summary As of 10.15.2013 No issues, on track with deliverables Core Offerings Presentation at CL meeting at SIMposium Presentation at Summit Periodic updates and inputs from program owners to chapters Updates in Chapter Leader newsletter Chapter Engagement

4. Status RFP’s dueAug 9, 2013 Vendor selectedSep 1, 2013 Voice of the chapter Oct 23, 2013 Branding sessionNov 8, 2013 Draft report developmentDec 15, 2013 Draft report presentationJan 15, 2014 & Apr 24, 2014 Final report dueMay 1, 2014 Key Activities Complete the voice of the chapter calls Coordinate on-site meeting logistics Develop plan & talking points for SIMposium Chapter Leader meeting What’s Next 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 Summary As of 10.15.2013 No issues, on track with deliverables Brand Architecture Periodic emails to marketing chairs Presentation at CL meeting at SIMposium Presentation at Summit Voice of the chapter interviews Updates in Chapter Leader newsletter Chapter Engagement

5. 5 Status Gather prior year infoAug 15, 2013 Gather info from other orgsSep 15, 2013 2015 planNov 15, 2013 Survey membershipDec 20, 2013 Presentation at SIMposium CLNov 10, 2013 Input from attendeesNov 15, 2013 Key Activities Continue to prioritize ideas Complete discussion on 2015 plan and discuss with Chapter Leaders at SIMposium Continue to gather info on other conferences What’s Next 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 Summary As of 10.15.2013 On track for Chapter Leader input at SIMposium SIMposium redesign Presentation at CL meeting at SIMposium Presentation at Summit Periodic updates and inputs from program owners to chapters Updates in Chapter Leader newsletter Chapter Engagement