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