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Using Data Driven Strategic Planning to Strengthen Your SIG

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Presentation on theme: "Using Data Driven Strategic Planning to Strengthen Your SIG"— Presentation transcript:

1 Using Data Driven Strategic Planning to Strengthen Your SIG
Measuring Success Using Data Driven Strategic Planning to Strengthen Your SIG

2 About the OBM Network SIG of ABAI
Committed to growing the field of organizational behavior management (OBM) and the success of its practitioners OBM is a sub discipline of ABA dedicated to improving performance in the workplace OBM Network members consist of academics, practitioners and students

3 OBM Network Mission Develop, enhance and support the growth and vitality of OBM through research, education, practice and collaboration Journal publications Newsletters Online resources Bi-annual conference

4 Strategy for Success OBM Network membership has more than doubled in past 8 years Result of strategic planning and continuous improvement efforts

5 What is Strategy? A plan of action designed to achieve a particular goal Consists of: Strategy Development Products and Services Customers and Markets Competitive Advantages Product and Market Priorities Strategy Implementation Systems and Structures Rummler & Brache, 1995

6 Strategic Planning Moving from strategy development to implementation requires analysis of current vs. desired state SWOT Strengths Weaknesses Opportunities Threats Must collect and analyze data

7 Critical Data Two types of data Three levels of data collection
Quantitative Qualitative Three levels of data collection Organizational Level Process Level Job/Performer Level

8 Organizational Level Quantitative Qualitative Number of members
Membership type Financial measures Number/quality of member benefits Number of research proposals funded Continuing Education Internships Qualitative Member feedback/satisfaction

9 Process Level Quantitative Qualitative Cycle time Costs Website hits
Submissions Conference sponsorship funds Number of conference presentations/posters Qualitative Internal performer and customer feedback Member feedback/satisfaction

10 Job/Performer Level Quantitative Qualitative Positions filled
Attrition Tasks completed on time and accurately Qualitative Internal performer and customer feedback Job satisfaction

11 Examples from the OBM Network
Organizational Level - Membership Data collected/Findings Number of members Numbers were dwindling Peak in 2007 Conference year

12 Membership Data *After ABAI 2009 there were 174 members – we expect more members by the end of ABAI 2010

13 Additional Membership Data

14 Additional Membership Data

15 Examples from the OBM Network
Organizational Level - Membership Changes made Incentives for recruiting new members Poster at ABAI Autism Additional member benefits through website Members only content and networking opportunities

16 Examples from the OBM Network
Process Level – Conference Planning Data collected/Findings Income/Expense data from 2009 conference Provided basis for 2011 budget Identified areas for improvement No formal process in place for conference planning No assigned roles and responsibilities for conference tasks (also affected performer level) Two-track conference requires different marketing strategy

17 Event Budget for OBM Network Conference 2009
Conference Budget 2009 Event Budget for OBM Network Conference 2009 Expenses Estimated Actual Total Expenses #REF! $25,782.08 Site Refreshments Breakout Rooms $256.52 Food (2 breakfast, 1 lunch) $8,244.00 AV Equipment $743.96 Bartendar for social $126.95 Poster Hanging Dividers $668.21 Gratuity 21% Totals $0.00 $1,668.69 Tax 6% $10,700.70 Publicity Graphics work (brochure) $481.20 Gifts Graphic work (HTML Postcards $66.00 Give-aways (bags) $679.27 Postcards $4,915.73 Speaker Dinner $899.16 Fliers $498.75 $1,578.43 Shipping (Brochure) $176.75 Printing for brochures/nametags $1,268.29 Reimbursement $7,406.72 Student Refunds $270.00 Faculty Refunds $75.00 Miscellaneous Professional Refunds $369.00 Conference Work $3,750.00 $714.00 Office Supply $37.53 Printer Ink (Target) $25.01 Credit Card Processing Fee $38.00 FABA Mailing List $60.00 Images for ppts $500.00 National City Wire Transfer Fee $17.00 $4,427.54

18 Examples from the OBM Network
Process Level – Conference Planning Changes made Budget created Used to determine registration rates and sponsorship dollars needed Conference planning process defined Roles and responsibilities assigned for tasks (also affects performer level) Marketing materials created Hired professional graphic designer Target existing and new market for two-track conference

19 Event Budget for OBM Network Conference 2011
Projected Budget Event Budget for OBM Network Conference 2011 Expenses Estimated Actual Total Expenses $24,345.53 $0.00 Site Refreshments Conference Rooms 2 days 2 rooms (comped) Food (2 breakfast, 1 lunch) $10,000.00 AV Equipment $860.00 Bartendar for social Easels $100.00 Gratuity (22%) $2,200.00 Totals $960.00 Tax (7%) $700.00 $12,900.00 Publicity* Estimates based on last conference and projected costs Graphics work (brochure) $481.20 Gifts* Estimates based on last conference and projected # of speakers/attendees OPEN (was $5000 for postcards) $2,000.00 Speaker Dinner $1,500.00 Fliers $498.75 Give-aways $800.00 Shipping (Brochure) $176.75 $2,300.00 Printing for brochures/nametags $1,268.29 $4,424.99 Miscellaneous* Estimates based on last conference and projected costs Conference Work (student officers travel) $3,600.00 Office Supply $37.53 Printer Ink (Target) $25.01 Credit Card Processing Fee $38.00 FABA Mailing List $60.00 $3,760.54

20 Roles and Responsibilities
OBMN/HHS CONFERENCE PLANNING ROLES AND RESPONSIBILITIES Stage Roles Responsibilities Performers Preconference Conference materials and signage Design materials and signage Materials Needed: Posters Brochures-network & conference Booklets/Program Update registration forms All Contract Graphic Designer Give-aways Research pricing Order items Nicole Print services secured Sarah V. Order materials and signage Sarah V. & Krystyna Ship materials and signage Sarah V. & Jeana Marketing Design Marketing Strategy Need to research HHS Orgs & OBM Orgs Order marketing materials Krystyna Distribute marketing materials Other conferences Our lists and others (i.e., FABA)-& see if the orgs. Would be willing to send to their own membership rather than us Relevant lists obtained Master list created Materials printed & mailed Hotel/Travel Research hotels Location: (In Florida) Proximity to large airport, Larger city,  walking distance to food, Price-room blocks, meeting space Facilities/Services-AV, Bar, lunch, meeting spaces & rooms, shuttle service to and from airport Richard & Krystyna

21 Marketing Poster

22 Examples from the OBM Network
Job/Performer Level - Website Data collected/Findings Website user feedback Site cumbersome, not intuitive Redundant information on multiple pages Site often outdated Not enough dynamic content Website difficult to update Previous website manager designed and maintained site Too idiosyncratic for easy transition to new website manager Job role too centralized All changes to website responsibility of website manager

23 Old Website

24 Examples from the OBM Network
Job/Performer Level - Website Changes made Hired professional web designer Created intuitive yet professional website Trained officers to update Decentralized web tasks to be performed by multiple officers E.g., newsletter section now updated by newsletter editor Added user developed content sections

25 New Website

26 How to Do It Identify your mission Develop/revisit your strategy
Why does your SIG exist? Develop/revisit your strategy How will you accomplish your mission? Products and Services Customers and Markets Competitive Advantages Product and Market Priorities

27 How to Do It What are your critical measures? Where do you stand?
How will you know you are accomplishing your mission? Where do you stand? What data are you currently collecting? Qualitative and quantitative Organizational, process, and job/performer level What data need to start collecting? What are your SWOTs?

28 How to Do It What goals exist/need to be developed at each level? Are goals aligned across levels? Organization Process Job/Performer Does the structure support the achievement of the goals? Relevant functions/processes/jobs in place and clearly defined? Resources available and properly allocated? Do you have a management system in place? Is it effective? How can it be improved?

29 Recommendations Make data-based decisions Solicit member feedback
Track and analyze critical measures over time Compare current measures to goals Identify methods for improving performance Solicit member feedback Formal and informal surveys Discussion forums/internet groups Prioritize desired changes Cost/return on investment Criticality Fast fixes

30 Recommendations Put together a strong team that is willing to commit time and effort Define roles and responsibilities Grow your team as your SIG grows Meet regularly When resources permit, go with professionals Lawyer, accountant, web designer, graphic designer Cost more up front, but often provide a better return on investment because they are experts in what they do Change is the only constant Not a one time project Plan to revisit goals yearly and strategy every couple of years or as needed


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