CBODN FY10 Annual Plan Chesapeake Bay Organizational Development Network CBODN _857aa922-4f49-11e0-977b-42257a64ea2a A vibrant professional community _857ab638-4f49-11e0-977b-42257a64ea2a Advance the Practice of Organizational Development (OD) _857ab796-4f49-11e0-977b-42257a64ea2a Operations Develop and strengthen effective and efficient management and control systems (e.g., finance, governance, compliance, administration, roles & responsibilities) _857ab908-4f49-11e0-977b-42257a64ea2a 1 Sathryn Eaines Responsible Party - President Everett Marshall Responsible Party - Vice President Sevin Nourse Responsible Party - Treasurer Voe Conroy Responsible Party - Administration Cindy Stark Responsible Party - Operations Area Steward Ensure effective, efficient internal management and control systems: financial, administrative, and board norms, meetings, & processes Processes Ensure well-functioning financial processes. _857ab9bc-4f49-11e0-977b-42257a64ea2a Finance 1 f6fe1d86-f697-4551-8d7b-56ee40f880fb ce022b8b-27a5-4acc-ad78-cab16249aa91 Reporting and Analysis Support board members' ability to make well-considered decisions with financial reporting and analysis. _857aba70-4f49-11e0-977b-42257a64ea2a Finance 2 Board Members b6ffa551-f860-48db-8b6b-53a4be0f0612 1c24b5fb-619b-40c7-99e9-7afaa8d17e89 Policies, Controls, and Processes Implement recommendations of the audit committee with regard to financial policies, controls, and processes. _857abb1a-4f49-11e0-977b-42257a64ea2a Finance 3 ba540f12-8bb1-46b2-9c19-0ca9404df57d 2cd0a14e-5e31-4de3-ba9d-17607703c09c Transparency Maintain financial transparency with CBODN members. _857abbce-4f49-11e0-977b-42257a64ea2a Finance 4 CBODN Members 8fa8037f-3d21-40bd-936f-73ff4c367da5 388de45b-e5c5-4907-a4a0-2df20ad04321 By laws Revise By laws _857abc78-4f49-11e0-977b-42257a64ea2a Admin 1 af1081c4-5a68-4e5d-98ab-d89155e15507 2fcd083e-d704-4cb1-9f67-15e458827b8b Policies and Procedures Develop policies and procedures _857abd40-4f49-11e0-977b-42257a64ea2a Admin 2 f70c8453-f343-48b4-aaaf-a007d87dcfb0 3873ee80-d46f-499a-a6ab-3220467dc372 CGG Manage CGG relationship _857abdfe-4f49-11e0-977b-42257a64ea2a Admin 3 0761d04a-5e01-430f-9922-26489b798411 633591d4-1c76-4c45-af64-55acedbce18e Board Meetings and Norms Effective board meetings and norms _857abeb2-4f49-11e0-977b-42257a64ea2a LT 1 6745a36f-101b-4de7-90e5-c92c9b5431b8 6e62caca-7809-4639-b4c0-82bb129372b1 Leadership Manage nominations and succession planning of CBODN Leadership _857abf70-4f49-11e0-977b-42257a64ea2a LT 2 CBODN Leaders f4fc22f7-e795-46b6-a1e3-4dc86149d220 79bac651-2520-402f-8ce3-26037de887b3 Events Plan, deliver and evaluate successful events for our members & potential members (e.g., evening programs, full and half-day workshops, networking, roundtables, annual conference, webinars, SIG meetings) _857ac024-4f49-11e0-977b-42257a64ea2a 2 Diane Mazzoli Responsible Party - Events Area Steward Zsofia Paisz Greenbaum Responsible Party - Programs Liz Smith Responsible Party - Programs Kate Trygstad Responsible Party - Annual Conference Heather Velks Responsible Party - Annual Conference Phil Nimtz Responsible Party - SIGs Emily Eiacomini Responsible Party - SIGs Beth Dumesco Responsible Party - Career Resources Kathy Cook Ravenscroft Responsible Party - Career Resources Primary contributor to advancing the image and reputation for adding value for our members by nourishing members, attracting new members, and raising revenues. Deliverables include: * Annual Conference * Annual Membership Meeting * 8 Monthly Programs * 2 Career Workshops * 5 Active SIG meeting on a monthly or quarterly basis Content Expand content _857ac0ec-4f49-11e0-977b-42257a64ea2a Expansion 1 9379f5f9-1ea5-4bb1-9a57-5311c0c6ffc5 bac513ca-3c51-4d62-813c-6b21a97a549a Geography Expand geography _857ac1be-4f49-11e0-977b-42257a64ea2a Expansion 2 f7f5140a-8b9f-400c-9d53-3a5c1330a80a 0ac26346-fd2d-425c-96c0-75ea16bf283e Mode of Delivery Expand mode of delivery _857ac290-4f49-11e0-977b-42257a64ea2a Expansion 3 49f4b764-3031-4895-bf27-dd365e61728c a360525d-69c1-465f-ac98-92b885a512ed Attendance Expand attendance _857ac36c-4f49-11e0-977b-42257a64ea2a Expansion 4 aff4ee7f-2729-427c-a6b3-7dfc98cbc644 25ee0b03-9cc5-4acf-ab00-24f0637468ec Programs Programs to be quality programs _857ac43e-4f49-11e0-977b-42257a64ea2a Powerhouse Lineup 1 88d597fd-c591-49ee-aa02-8793a803a453 bfa46f01-9a65-4409-9050-0025ecc8ce1a Partnerships Strategic partnering across committees and result areas _857ac51a-4f49-11e0-977b-42257a64ea2a Strategic Partnering 1 1527830c-ae0d-4ea4-bb74-4c60b26ee638 08309016-49f0-4f2e-997b-e3dfb2196a1f Services Help members engage or connect with one another to find resources (e.g., peer mentoring, job postings, consultant directory, tools and articles, information, member directory) _857ac600-4f49-11e0-977b-42257a64ea2a 3 Helping members engage, connect, and find resources -- Deliverables include: * Consultant Directory * Job Postings * Mentoring * Resource and Services Directory * Information, tools, resources, and exchange via articles, interviews, and online discussions Communique Provide more resources in Communique, e.g., articles, interviews, and tools. _857ac6d2-4f49-11e0-977b-42257a64ea2a 3.1 a951c362-6c0d-404a-83ca-5b32833125ec 46daa0a1-4beb-4a2a-a415-fe0fd161f212 Consultant Directory, Job Postings, and Mentoring Re-launch and enhance Consultant Directory, Job Postings, and Mentoring _857ac7b8-4f49-11e0-977b-42257a64ea2a 3.2 98000767-7188-483e-9852-2629a09f2414 dbc339c9-121f-4018-8022-3f0380e92970 Service Directory Launch Service Directory _857ac894-4f49-11e0-977b-42257a64ea2a 3.3 ac11ad12-6c2f-49b0-8511-c06a8c352b6c b540f977-eea0-4bc2-bd98-171f9effcc95 Nonprogrammatic Resources Strengthen and reposition SIGs to deliver nonprogrammatic resources for members, such as webinars, virtual meetings, social networking, roundtables and resource exchange, mixers and networking _857ac97a-4f49-11e0-977b-42257a64ea2a 3.4 d371221f-b64c-4717-888b-2c3f4982bfba 4cbb76d3-5bfc-4ecf-86d4-086d7e401a20 Membership Partner with Outreach to increase membership _857aca60-4f49-11e0-977b-42257a64ea2a 3.5 Neville Uhles Responsible Party - Services Area Steward Phil Nimtz Responsible Party - SIGs Emily Giacomini Responsible Party - SIGs Beth Dumesco Responsible Party - Career Resources Kathy Cook Ravenscroft Responsible Party - Career Resources Erica Tetuan Responsible Party - MarComm Michael Berens Responsible Party - MarComm Vason Whitehead Responsible Party - Membership Daniel Fien-Felfman Responsible Party - Membership 1f66bcca-4214-42ab-80ef-b77d6395cd57 f9a99b52-f1b7-4c5f-99c7-4d2bc0398fc6 Outreach Maximize our resources or bring in more resources for members (e.g., members, volunteers, sponsors/partners) _857acb50-4f49-11e0-977b-42257a64ea2a 4 Varun Malhotra Responsible Party - Outreach Area Steward Erica Tetuan Responsible Party - MarComm Michael Berens Responsible Party - MarComm Jason Whitehead Responsible Party - Membership Daniel Fien-Helfman Responsible Party - Membership Zsofia Paisz Greenbaum Responsible Party - Programs Liz Smith Responsible Party - Programs Kate Trygstad Responsible Party - Annual Conference Heather Jelks Responsible Party - Annual Conference Maximize our resources and bring in more resources for our members Members and Markets Increase new members and new markets _857acc4a-4f49-11e0-977b-42257a64ea2a 4.1 d652a137-8125-4532-80d6-b485a842e10c 9626d31b-e6e4-4279-92f0-1981c0008d84 Events Increase member participation in events _857acd44-4f49-11e0-977b-42257a64ea2a 4.2 8e6bd8aa-9b4a-42bc-b733-3e8c56c5e554 67e2cb3d-51f7-4f1a-88e2-1860e49db5c5 Volunteers Increase member participation as volunteers _857ace3e-4f49-11e0-977b-42257a64ea2a 4.3 83c28775-f64e-4d2f-b2d7-4d8a37bdaf06 b6680c9d-c21b-4194-bab4-f81af6a8c597 Sponsors and Advertisers Increase sponsors and advertisers; bundle packages _857acf42-4f49-11e0-977b-42257a64ea2a 4.4 87b25258-b569-4dd2-bcc6-be206cacb135 86fe283c-58af-4b09-8c51-a52f8c3a67ca Partnerships Establish 3 partnerships in the next year with a complementary organization _857ad050-4f49-11e0-977b-42257a64ea2a 4.5 df10aad6-83b4-4e9e-adc6-f230bcc18e52 fa6cfc13-7ca6-4fb2-b2a6-65074b9f85af Students Student engagement (university pilot program) _857ad15e-4f49-11e0-977b-42257a64ea2a 4.6 Students 88b5d994-1042-4338-bd72-bf2d76e2abe3 36d15f1d-4ded-4d01-9748-9277e10e85fc Volunteers, Sponsors, and Partners Develop pipelines for volunteers, sponsors, and partners _857ad26c-4f49-11e0-977b-42257a64ea2a 4.7 9193532e-c1f8-4441-a878-dbfa325a2960 856ef7b0-aba8-423d-9d9e-066145743d88 Committee Plans _857ad37a-4f49-11e0-977b-42257a64ea2a Audit / Review: Complete audit/review for FY '09 and implement recommendations _857ad49c-4f49-11e0-977b-42257a64ea2a Administration 1 Joe Conroy Responsible Party - Chair, Administration 1643a2a5-8580-4f4b-b8ba-82d62db1cabc b864cdc6-8336-4fd7-947b-29abb8cbdd99 Policies & Procedures Develop a set of policies & procedures, including a Committee Charter for each committee _857ad5f0-4f49-11e0-977b-42257a64ea2a Administration 2 Joe Conroy Responsible Party - Chair, Administration d1720e5e-6f73-485f-9e9a-ebcf012a191b 6c49344f-254f-4c91-b5ed-ef9754937a6e By-Laws Review and revise by-laws and present to membership for a vote at annual meeting _857ad79e-4f49-11e0-977b-42257a64ea2a Administration 3 Joe Conroy Responsible Party - Chair, Administration 4745bec2-17fe-4634-a063-c914832f1724 4686437c-e0f9-4f40-85e5-c2430ebc29e0 Membership Grow membership 10-15% _857ad8ca-4f49-11e0-977b-42257a64ea2a Membership 1 Daniel Fien-Felfman Responsible Party - Co-Chair, Membership Jason Whitehead Responsible Party - Co-Chair, Membership 36b25fdc-a42d-4300-829d-3e68b9fc44e5 4c99c94e-6d10-4f7d-a991-afd531066bef University Partnership Establish a formal partnership with at least 1 university _857ad9e2-4f49-11e0-977b-42257a64ea2a Membership 2 Daniel Fien-Felfman Responsible Party - Co-Chair, Membership Jason Whitehead Responsible Party - Co-Chair, Membership 7e35c3d8-1cfb-428d-a73d-055258a8ca84 674ae10b-dddf-49ef-a5ea-1757d3255391 Volunteer Management Establish a structured and effective volunteer management process/program _857adb0e-4f49-11e0-977b-42257a64ea2a Membership 3 Daniel Fien-Felfman Responsible Party - Co-Chair, Membership Jason Whitehead Responsible Party - Co-Chair, Membership ec77ee4d-2420-47f4-990d-e3975dd13231 8863605a-00c7-4d36-8d6c-6957a394c1cc Professional Organization Partnership Establish formal partnership with a professional organization that is complementary to CBODN (PMI, American Mgt Association, etc.) _857adc30-4f49-11e0-977b-42257a64ea2a Membership 4 Daniel Fien-Felfman Responsible Party - Co-Chair, Membership Jason Whitehead Responsible Party - Co-Chair, Membership 0f10cbdf-27ec-452f-b82a-39ade915a7bc 3ced7e57-0238-4129-b11c-a086571eb9e1 Organizational Members Develop program for growing "organization" members (corporations, non-profits, government agencies) - with an initial focus on government organizations _857add3e-4f49-11e0-977b-42257a64ea2a Membership 5 Daniel Fien-Felfman Responsible Party - Co-Chair, Membership Jason Whitehead Responsible Party - Co-Chair, Membership dede0099-e343-4173-86a5-adb671d720d6 77cfbaf2-9fe2-4977-b7ee-d3c8caaee946 Member Surveys Revamp and improve the annual member survey process _857ade56-4f49-11e0-977b-42257a64ea2a Membership 6 Daniel Fien-Felfman Responsible Party - Co-Chair, Membership Jason Whitehead Responsible Party - Co-Chair, Membership 21c780b3-a0b0-4553-b520-7e88e7c995eb d366683a-452c-411c-97a3-08da08b24451 Promotion Promote CBODN services and events _857adf82-4f49-11e0-977b-42257a64ea2a Marketing Communications 1 Michael Berens Responsible Party - Co-Chair, Marketing Communications Erica Tetuan Responsible Party - Co-Chair, Marketing Communications 740f9eab-755a-43db-b27e-2c7aeafb5c0f ebb80211-3e0f-4867-a229-da72591e018e External Marketing and Promotion Market and promote CBODN outside the traditional OD network _857ae0a4-4f49-11e0-977b-42257a64ea2a Marketing Communications 2 Michael Berens Responsible Party - Co-Chair, Marketing Communications Erica Tetuan Responsible Party - Co-Chair, Marketing Communications Accomplished by: distributing CBODN information beyond our current list of Communique subscribers. 069427ab-9f96-42d4-a35a-233a9f23f165 7bbabe8f-0fa4-4129-aabd-03c526487038 Member Value Increase member value of CBODN communications vehicles (Web site, Communiqué) _857ae1c6-4f49-11e0-977b-42257a64ea2a Marketing Communications 3 Michael Berens Responsible Party - Co-Chair, Marketing Communications Erica Tetuan Responsible Party - Co-Chair, Marketing Communications Accomplished by: maintaining a predictable and consistent Communique schedule; ensuring we're coordinating with other committees to ensure their information is current and timely on the web and in the Communique maintaining a current Web site; directing members to the website from the Communique and other communications vehicles such as LinkedIn. 04147bb9-92fb-48f4-80e1-b808622c2ad8 c71652a9-850f-4086-94b5-21135741846f Visibility Greater visibility for CBODN among affiliate groups (e.g., AMA, SFRM, PMI) _857ae2f2-4f49-11e0-977b-42257a64ea2a Marketing Communications 4 Michael Berens Responsible Party - Co-Chair, Marketing Communications Erica Tetuan Responsible Party - Co-Chair, Marketing Communications Accomplished by: ensuring our events are published with affiliate group communication vehicles. b3db1a94-f1b4-48fe-963e-eb00e699904e 27943d4e-36cd-4210-a582-6f78462932da Programs and Webinars Deliver one program each month, with at least 3 webinars _857ae428-4f49-11e0-977b-42257a64ea2a Programs 1 Zsofia Paisz Greenbaum Responsible Party - Co-Chair, Programs Liz Smith Responsible Party - Co-Chair, Programs 400d46cf-430c-4051-878f-59fb3400a035 4d64ad0b-07a9-47ca-9c28-e44dc361d0ba Member Needs Align programs with CBODN members' needs _857ae55e-4f49-11e0-977b-42257a64ea2a Programs 2 Zsofia Paisz Greenbaum Responsible Party - Co-Chair, Programs Liz Smith Responsible Party - Co-Chair, Programs 377a4d93-697f-4cc3-b56f-88c364053c77 e1d8e45d-4241-4ad1-b158-5801427f3e7a Revenue and Membership Generate revenue and membership through increased attendance and positive feedback _857ae694-4f49-11e0-977b-42257a64ea2a Programs 3 Zsofia Paisz Greenbaum Responsible Party - Co-Chair, Programs Liz Smith Responsible Party - Co-Chair, Programs 8d7f2680-cbea-4319-9cd7-4684059f8653 bc051d6d-cef3-467e-a7ae-39f275a90482 Speakers and Venues Coordinate with other board committees on speakers and venues _857ae7d4-4f49-11e0-977b-42257a64ea2a Programs 4 Zsofia Paisz Greenbaum Responsible Party - Co-Chair, Programs Liz Smith Responsible Party - Co-Chair, Programs 07349d38-1080-4b84-b052-5bf0ffd62465 79ce03d9-b827-4704-a0e0-e42051efdbc5 Volunteers Recruit volunteers for each event _857ae90a-4f49-11e0-977b-42257a64ea2a Programs 5 Zsofia Paisz Greenbaum Responsible Party - Co-Chair, Programs Liz Smith Responsible Party - Co-Chair, Programs 97a09ca3-e440-4d03-b68b-7779bb5cf418 213ad583-ec6f-4e94-a07b-b804f92bef36 Feedback Survey each program and capture feedback to plan future programs _857aea40-4f49-11e0-977b-42257a64ea2a Programs 6 Zsofia Paisz Greenbaum Responsible Party - Co-Chair, Programs Liz Smith Responsible Party - Co-Chair, Programs 929cd0e2-80e4-4733-a6b3-c8ce26403abb b8db538c-41a7-4b83-a336-51cd835eaef1 Member Engagement Engage new or less involved CBODN members as volunteers in annual conference planning and execution _857aeb76-4f49-11e0-977b-42257a64ea2a Annual Conference 1 Heather Jelks Responsible Party - Co-Chair, Annual Conference Kate Trygstad Responsible Party - Co-Chair, Annual Conference e7fe3316-6d1a-42fb-990f-61f4626d1a0d 0791fe9d-1340-4cfc-be7f-f31c6f0bf52a Conference Attendance Attract a minimum of 220 attendees at the conference _857aecc0-4f49-11e0-977b-42257a64ea2a Annual Conference 2 Heather Jelks Responsible Party - Co-Chair, Annual Conference Kate Trygstad Responsible Party - Co-Chair, Annual Conference 5c4bdc6a-c796-47cb-b6e7-f5f69cee4346 eee95200-15bc-446c-8b6a-81488b02e1f0 Evaluations Receive 80% or greater positive conference evaluations from attendees _857aee0a-4f49-11e0-977b-42257a64ea2a Annual Conference 3 Heather Jelks Responsible Party - Co-Chair, Annual Conference Kate Trygstad Responsible Party - Co-Chair, Annual Conference 84a5e850-c105-4c02-af75-d5a8f23d09ef 601a14d2-4c61-4964-ac5d-895473c91748 Membership Promote CBODN membership through SIGs _857aef5e-4f49-11e0-977b-42257a64ea2a Special Interest Groups 1 Emily Giacomini Responsible Party - Co-Chair, SIGs Phil Nimtz Responsible Party - Co-Chair, SIGs 8775a9f0-f43c-47d4-860a-6bee2cbab17e a60502ba-b7be-431c-8a0c-1d11e3de1fe0 Value Increase the value of SIGs for members _857af0a8-4f49-11e0-977b-42257a64ea2a Special Interest Groups 2 Emily Giacomini Responsible Party - Co-Chair, SIGs Phil Nimtz Responsible Party - Co-Chair, SIGs 13b7ce25-1d53-426a-b201-40d24d80b270 5a0b7884-5da8-4217-a5d4-f8870dbf598f Number and Variety Grow the number and variety of SIGs if members are interested _857af210-4f49-11e0-977b-42257a64ea2a Special Interest Groups 3 Emily Giacomini Responsible Party - Co-Chair, SIGs Phil Nimtz Responsible Party - Co-Chair, SIGs 1e3d2b95-f34c-47b0-9437-baf9cbba5ab6 3388098a-9b6a-4500-9ea6-07058bd5f5e0 Operations, Norms, and Expectations Develop more consistency of operations, norms, and expectations across SIGs through communication and publication of guidelines for SIG leaders _857af36e-4f49-11e0-977b-42257a64ea2a Special Interest Groups 4 Emily Giacomini Responsible Party - Co-Chair, SIGs Phil Nimtz Responsible Party - Co-Chair, SIGs 75e374df-8100-4f51-bd70-f6c4b16aaa52 4460106d-ea62-4794-86b2-1451a5131ab4 Community Develop community (of practice?) among SIG leaders _857af4cc-4f49-11e0-977b-42257a64ea2a Special Interest Groups 5 SIG Leaders Emily Giacomini Responsible Party - Co-Chair, SIGs Phil Nimtz Responsible Party - Co-Chair, SIGs 5f248ba9-b13d-4cad-81a7-29fd5032b8bc 37c476b1-4177-4b52-b68d-3ef1f2831250 Succession Planning Encourage succession planning among SIG leaders _857af620-4f49-11e0-977b-42257a64ea2a Special Interest Groups 6 Emily Giacomini Responsible Party - Co-Chair, SIGs Phil Nimtz Responsible Party - Co-Chair, SIGs 5f726916-ccd9-4c1a-a1a2-22742172eaa8 ea40591f-4c56-4d75-8092-64f5cf04438c Job Postings Upgrade job postings _857af77e-4f49-11e0-977b-42257a64ea2a Career Resources 1 Beth Dumesco Responsible Party - Co-Chair, Career Resources Kathy Cook Ravenscroft Responsible Party - Co-Chair, Career Resources 7e856ba9-3a40-462f-8b96-592d7cfc3f41 94f9beb8-fe39-415c-9b2c-e223e960ac7b Consultant Directory Revive and renew the Consultant Directory _857af8dc-4f49-11e0-977b-42257a64ea2a Career Resources 2 Beth Dumesco Responsible Party - Co-Chair, Career Resources Kathy Cook Ravenscroft Responsible Party - Co-Chair, Career Resources 540cfcab-75df-407b-b45c-55ae5289b741 3b5982c5-2caf-4e48-b4ec-bb44adb7f386 Events Offer two events aimed at those starting or developing a business and those looking for an internal opportunity _857afa44-4f49-11e0-977b-42257a64ea2a Career Resources 3 Beth Dumesco Responsible Party - Co-Chair, Career Resources Kathy Cook Ravenscroft Responsible Party - Co-Chair, Career Resources 72794a32-929b-41f5-9485-785e240343fa efd94256-b90b-48c9-9411-d609ee4fcc16 Mentoring Increase member involvement in the mentoring program _857afbb6-4f49-11e0-977b-42257a64ea2a Career Resources 4 Beth Dumesco Responsible Party - Co-Chair, Career Resources Kathy Cook Ravenscroft Responsible Party - Co-Chair, Career Resources d3430ec9-16c5-4911-ad18-a77c554fcd4c 4627277a-1ae2-4f33-be31-bfd82b8aee1b Website and Articles Provide career resources through website and articles in Communique _857afce2-4f49-11e0-977b-42257a64ea2a Career Resources 5 Beth Dumesco Responsible Party - Co-Chair, Career Resources Kathy Cook Ravenscroft Responsible Party - Co-Chair, Career Resources 7eb03158-b0c7-4f11-9586-a25bcc9afd57 ac033438-fa11-4d6f-842a-da7ff96cfaba 2010-01-01 2010-12-31 2011-03-15 http://cbodn.org/Resources/Documents/About/CBODN2010AnnualPlan.pdf Owen Ambur Owen.Ambur@verizon.net Submit error.