2013 Strategic Plan

Strategic Committee Timeline June Strategic Planning Meeting August Board Meeting November Board MeetingJanuary Officers Meeting February Board Meeting Implementation of Goals Target Development of S.M.A.R.T. Goals Strategic Committee Progress Report Strategic Committee Proposes KSMs Strategic Committee Recommendation to Board for Approval; Goals set 2

Strategic Committee Timeline May Strategic Committee to meet and organize/formulate agenda for the Planning Meeting June Planning Meeting Formulate goals/timeline July Officers Meeting Strategic Committee to submit proposed goals/timeline to Officers August Board Meeting Strategic Committee chairperson to attend board meeting and report progress November Board Meeting = Planning meeting for upcoming year Strategic Committee chairperson presents proposed goals/timeline for board approval January Officers Meeting (invite Committee Chairs) Review goals/timeline approved at November Board Meeting and develop milestones February Board Meeting – present goals/timeline for implementation 3

2013 SWOT Analysis 4 Strengths – “leverage”  Relevant CLEs  Competition coming (National trend)  Financial strength  Strong relationship with ACC  Robust sponsorship program  Board participation (institutional knowledge)  Engaged sponsors Weaknesses – “eliminate”  Measuring membership participation  Strategic implementation  Use of technology  Participation at social events  Understanding of members Opportunities – “exploit”  Increasing use of social media  Career development  Smaller law departments  Law department growth  CLO Forums  Help sponsors with programming Threats – “mitigate”  Budget constraints (of members)  Increased competition  Board member engagement and being valued

Future Metrics Membership How far are members willing to travel Number of CLEs and other events attended by each member (by event: CLE, Social, Other) Practice areas of interest Involvement by members in other CO-ACC activities (Board, etc.) Industry Actual practice area Participation in other organizations What members value (CLE, Resources, Networking, etc.) Other areas of interest (Leadership, Financial, Soft Skills) Interests (Non-professional/personal) Geographic location of work Large law memberships and available memberships Company penetration Growth/Lapsed/Prospects LinkedIn participation Hits on website 5

Future Metrics CLE Attendance by time of day Attendance by topic Attendance by sponsor Topic frequency Average attendance at CLE Attendance by venue/location Attendance by member/non-member/student Attendance by company Financials Year after year comparison Strategic Plan/Goal Setting Analysis/measurement of execution of strategic plan 6

Future Metrics Social/Networking Desired location Overall satisfaction Community Outreach Member satisfaction Board Participation (Meeting, CLE, etc.) Satisfaction Sponsor Satisfaction/feedback (Survey/Meeting/Phone Call) Feedback on sponsorship program (Soliciting sponsors) Response rate, size of sponsor Analysis of sponsors (Attendance, working with CO-ACC, understanding of process, etc.) 7

Strategic Committee Timeline May Strategic Committee to meet and organize/formulate agenda for the Strategic Planning Mtg. June Strategic Planning Meeting Formulate goals/timeline July Officers Meeting Strategic Committee to submit proposed goals/timeline to Officers August Board Meeting Strategic Committee chairperson to attend board meeting and report progress November Board Meeting = Planning meeting for upcoming year Strategic Committee chairperson presents proposed goals/timeline for board approval January Officers Meeting (invite Committee Chairs) Review goals/timeline approved at November Board Meeting and develop milestones February Board Meeting – present goals/timeline for implementation during the year. 8

Next Steps Formation of Strategic Committee Five (5) member committee consisting of: President Vice President (VP takes lead) Three (3) At-Large Directors The Strategic Committee will review plans from last three (3) years and formulate a plan for the August Board Meeting. The 2013 Strategic Committee will be: Patricia Castro Jessica Mayer Katie Russell Bob Gage Russ Dempsey Bob Gage will take the lead between now and the end of this year. 9