2. Types of Planning Council Annual Planning Financial Budget Planning Leadership Planning WHY PLAN Yogi Berra “ If you don’t know where you are going, How will you know when you get there

3. Council Planning

4. Planning Council Activities What is the focus of the council? –What is important this fraternal year? –What is the council identify? Selecting what specific activities the council wants to do –What did we do well in the past? –What new activities look appealing? –What fits with council identity?

5. Tools for Planning Council Activities Surge with Service booklet Columbian Award Form Calendar Council survey Prior experiences & former leaders Other councils State council resources

6. Surge with Service Book

7. Program & Activity Planner

8. Member Interest Survey

9. TOP COUNCIL PLANNERS Growth is #1 Priority Achieve Annual Net Growth Short & Long Term Goals Commitment by all Council Officers Consistent Structure / Program Council Membership Director is Key Commitment of Personnel and Resources Goals Higher than Supreme’s

10. OTHER COUNCIL PLANNERS Inconsistent Council Officer Selection/Progression Poorly Defined Council Officer Responsibilities Lack of Unity Among Council Officer Poor Selection of Key Personnel No Short /Long Term Goals Lack of Mission/Vision Focus on Service Programs Financial Problems

12. Financial (Budget)

13. SAMPLE BUDGET EXPENSES MEMBERSHIP –RECRUITMENT EXPENSES PROGRAMS –ACTIVITIES: CHURCH COMMUNITY COUNCIL FAMILY YOUTH

14. PUBLIC RELATIONS –NEWSLETTER –WEB SITE MEETINGS –COUNCIL –STATE CONVENTION –REGIONAL/DIOCESAN SAMPLE BUDGET EXPENSES

15. COUNCIL OFFICERS –MEETINGS –TRAVEL COUNCIL HOME (IF APPLICABLE) OTHER EXPENSES SAMPLE BUDGET EXPENSES

16. COUNCIL DUES x # OF MEMBERS AT BILLING TOTAL INCOME FOR OPERATING EXPENSES OTHER INCOME IF APPLICABLE SAMPLE INCOME BUDGET

17. MEMBERSHIP TEAM COUNCIL MEMBERSHIP DIRECTOR COUNCIL RETENTION CHAIRMAN COUNCIL INSURANCE PROMOTION COUNCIL CEREMONIALS POSTAGE/PRINTING WORKSHOPS/SEMINARS POSSIBLE MEMBERSHIP BUDGET ITEMS

18. What is Your Financial Health Total Income - Total Anticipated Expenses = Need additional funds or Can Support Additional Activities

19. Leadership Planning

20. Plan for Council Leaders Identify Knights with Leadership Keep the Interested People Growing in Columbianism Teaching Knights “What to Do” Plan for Your Replacement The Talent is in Your Council Find Knights and Use Wisely

21. WHY PLAN ?… Identify Needs Reinforce Strength/Weakness Offer to Assist Success is a Choice Good Plan for You! Review Annually!

22. Q&A

23. References Additional information can be found in the following sources: - Grand Knight’s Guidebook (#915-PL) - Chaplain’s Guidebook (#945-PL) - Financial Secretary’s Guidebook (#1410-PL) - Statues, Constitution, and Laws (#30-PL) - Council Executive Rules - How to Conduct a Meeting (#483-PL) - Responsibilities of the Grand Knight (#1937-PL)