Advancing Government through Collaboration, Education and Action 2014 BUDGET PRESENTATION December 5, 2013 BUSINESS PROPRIETARY INFORMATION - CONFIDENTIAL

Advancing Government through Collaboration, Education and Action BUDGET OBJECTIVES 2014 ACT-IAC STRATEGIC PRIORITIES Make a difference. Provide activities that have real outcomes and contribute to a more effective, efficient and innovative government. Provide programs and services that have value for the government community. Be unique. Implement the ACT-IAC strategic plan. Increase and broaden government engagement to include (1) program managers and other functional activities and (2) state and local governments and Federal employees outside the Washington, DC region. Make it easier for government and industry executives to engage in ACT-IAC activities by providing more events in the DC region and opportunities for virtual engagement. Build bridges to senior executives in government and industry ACT-IAC BUSINESS PRIORITIES Enhance the new web site Take advantage of the investments in a/v equipment and new office space Make a decision on the future of the Academy Financial stability in 2014 and beyond 2

Advancing Government through Collaboration, Education and Action EOY & 2014 BUDGET - OVERVIEW 3

Advancing Government through Collaboration, Education and Action BUDGET HIGHLIGHTS CONFERENCES, PROGRAMS & FORUMS SBC, AE, MOC & ELC will continue –Total net revenue for all 4 events will be less than 2013 net revenue –ELC industry registration raised by $40 –Virtual engagement 3 new events created in 2014 –Networx conference in cooperation with GSA –Virtual engagement for government agencies – training & exhibit –Invitation-only CEO Symposium Program events –10 events & 4 ACT-IAC membership meetings –Priority on creating virtual events using new VTC technologies Forums –6 forums to be held in 2014 Excellence.gov Awards –Changed to an afternoon event at Arena Stage 4

Advancing Government through Collaboration, Education and Action BUDGET HIGHLIGHTS SHARED INTEREST GROUPS –No new SIGs or working groups –Small Business SIG to be elevated to community of interest –RECOMMENDATIONS: (1) continue to seek government chairs for SIGs; (2) consider creating more functionally-oriented SIGs PROFESSIONAL DEVELOPMENT –Partners, Voyagers and Associates will continue –Fellows holiday party to cover all direct expenses –RECOMMENDATION: Conduct a strategic review of Fellows. Issues would include: (1) should there be an annual Fellows fee? (2) under what terms and conditions should Fellows who are no longer ACT-IAC members be permitted to participate in Fellows? (3) how effective are the ACT-IAC professional development programs in producing leaders (e.g. how many Fellows are still active in government IT community? How many SES government or C-level industry?) ACT-IAC ACADEMY –Continue Academy thru June 2013 to assess potential 5

Advancing Government through Collaboration, Education and Action BUDGET HIGHLIGHTS MEMBERSHIP & ENGAGEMENT Government Engagement –Promote government engagement through more G-to-G activities –ACT Executive Committee to encourage greater engagement –Provide more virtual events to encourage more government participation –5 ACT-IAC membership meetings Industry Membership and Engagement –IAC dues goal = $1,900,000 –Greater attention paid to member engagement, small businesses and socio-economic programs (e.g. veteran’s owned, etc.) –Provide more virtual events to encourage industry participation Chapters –Provide better support to chapters in San Diego and Denver –Create virtual engagement opportunities –Retain an association mgmt. firm in Denver to support chapter as a pilot Senior Executive Outreach –Host at least 4 meetings of Executive Advisory Council –Implement an outreach strategy for senior government and industry executives –Host an invitation-only CEO Symposium 6

Advancing Government through Collaboration, Education and Action BUDGET HIGHLIGHTS INSTITUTE FOR INNOVATION –Address several game-changing issues –Host the first Igniting Innovation awards –Continue to operate on full-cost basis - reimburse ACT-IAC for portion of overhead support costs OTHER –Disestablish the Congressional Education Working Group –Continue to enhance the new ACT-IAC web site –Take advantage of new audiovisual technologies through webcasts and video conferencing –Have more ACT-IAC activities use the new collaboration and education facilities STAFFING (currently 4 staff vacancies) –Fill professional development position –Fill meetings position to assist with new events –Fill Member Services Coordinator position to (1) enhance engagement – especially through virtual activities; (2) support small businesses, veteran-owned businesses, etc. and (3) support chapters. –Defer filling Academy position until a decision is made regarding the future of the Academy 7

Advancing Government through Collaboration, Education and Action OPERATING NET 8

Advancing Government through Collaboration, Education and Action 9 SMALL BUSINESS STRATEGY 9

Advancing Government through Collaboration, Education and Action 10 PROFESSIONAL STAFF Approved staff level – 15 FTE; Currently 4 vacancies (meetings, professional development, member services and Academy) – in 2010 there were 14 FTE Workload has increased significantly and will do so again in –Volunteers have less time and expect more from staff partners. Significantly more staff time is required to retain members and acquire new ones. –Associates, Institute for Innovation, forums and IACET CEU process were new in New web site, growth in technology infrastructure and office move added to workload. –2014 will see 3 new conferences and 4 additional forums. 15% growth in sponsorship target will result in additional fulfillment workload. Staff has developed a culture of teamwork that has worked effectively as individuals have been assigned to support additional activities. –Professional development staff absorbed a 30% increase in workload (Associates) despite a full workload. –SIG support has been increased by reducing program support by 25%. Despite this additional effort the primary SIG position is still overloaded and is being reassessed with the assistance of the EC liaisons. –Of the 11 current employees 6 have accumulated over 200 hours of unused annual leave with 3 accumulating over 300 hours – all hours over 250 hours will be lost on December 31. (Employees are reluctant to take leave as they often feel more stress from thinking about the work that needs to be done. There are not enough staff to provide backups for every position.) –Each position functions at over 100% of capacity and there is no additional bandwidth. The ACT-IAC staff is dedicated and committed to the success of the organization. They are increasingly pushing to meet objectives and are making mistakes that do not reflect well on the ACT-IAC reputation for quality. According to non-profit benchmark operating ratios, an organization of ACT-IAC’s size has an average staff size of 24 FTE and generates $211,000 revenue per employee. ACT-IAC has 15 FTE and generates $325,000 per employee. 10

Advancing Government through Collaboration, Education and Action 11 MOTIONS RESOLVED: THE 2014 ACT-IAC BUDGET IS APPROVED AS PRESENTED. 11

Advancing Government through Collaboration, Education and Action 12 ADDENDA 12

Advancing Government through Collaboration, Education and Action MAJOR CONFERENCES 13

Advancing Government through Collaboration, Education and Action 14 ENHANCING THE VALUE OF ACT-IAC Strategic Priorities in 2014 Small Businesses & Socio-Economic Companies – enhance the value of ACT-IAC to small businesses Chapters – Create viable chapters in San Diego and Denver & begin serving the national community Senior Executives – build bridges to senior government & industry executives & provide value 14

Advancing Government through Collaboration, Education and Action MARKETING & PR 15

Advancing Government through Collaboration, Education and Action 16 THE VALUE OF ACT-IAC INVESTMENTS 16