Strategic Plan Briefing

AFA STRATEGIC PLAN 2003-2006

Develop the plan

Review plans & performance at all

levels

Deploy the plan throughout AFA

ANNUAL CYCLE

SEPTEMBER 2002

THE 2003-2006 AFA STRATEGIC PLAN

• First plan built using the annual strategic planning process

– Similar in design and content to the 2002-2005 Plan

• Key features

– Themes -- objectives -- goals -- measures -- targets

• Incorporates the following

– Internal and External Factors Analysis

– Inputs of the Strategic Planning Council

– AFA Staff input/comments

– Targets based on field survey -- 2001-2002 actions

• Assures alignment throughout the organization

STRATEGIC PLAN MILESTONES

STEP DESCRIPTION ACTION/STATUS

1 AFA Mission, Vision, Values Approved by EXCOM Feb 02

2 Key Internal & External Factors LRPC April ’02; SPC June ‘02

3 Establish Strategic Themes SPC Jun ‘02

4 Select Strategic Objectives SPC Jun ‘02

5 Review and Approve Objectives Approved by EXCOM Aug ‘02

6 Establish Action Plans August - December

7 Approve Strategic Plan EXCOM and BOD Sep ‘02

“Deployment” phase begins after plan approval

FIVE BROAD STRATEGIC THEMES

1. Advocate Aerospace Power

2. Support the Air Force & the Air Force Family

3. Promote Aerospace Education to the American People

4. Strengthen AFA Field Operations

5. Achieve AFA Operational Excellence

CONSISTENT WITH AFA’S MISSION, VISION, VALUES

ALIGNMENT WITH AFA MISSION, VISION, VALUES

INTEGRITY, SERVICE, EXCELLENCE

AFA MISSION AFA VISION

ADVOCATE AEROSPACE POWER

SUPPORT THE AF & AF FAMILY

PROMOTE AEROSPACE EDUCATION

PREMIER PROFESSIONAL MILITARY

ASSOCIATION....PRINCIPAL ADVOCATE FOR AEROSPACE

POWER…..

ADVOCATE AEROSPACE POWER

SUPPORT THE AF & THE AF FAMILY

PROMOTE AEROSPACE EDUCATION

ACHIEVE OPERATIONAL EXCELLENCE

STRENGTHEN AFA FIELD OPERATIONS

AFA STRATEGIC THEMES 2003 - 2006

STRATEGIC THEME (BROAD STATEMENTS -- “THRUST AREAS”)

OBJECTIVES GOALS MEASURES/TARGETS

The aims of the organization.

Areas of long-term emphasis.

(3-5 objectives per theme)

Performance levels to be attained.

“Ends” that guide actions.

AFA National, Region, State, and Chapter goals.

(1-3 goals per objective)

Relate to the goals.

Targets = numerical measures by year.

THEME 1: ADVOCATE AEROSPACE POWER


Percentage of states that establish contact with the entire delegation through a personal visit 2003 = 30%: 2004 = 40%: 2005 = 50%: 2006 = 60%

Percentage of congressional members that accept a membership in AFA2003 = 35%: 2004 = 45%: 2005 = 55%: 2006 = 65%

AFA Chapters - Have a member of congress or staff member attend a chapter activity (program, meeting, or other event) at least once during the year

Percentage of chapters that have a member of congress or staff attend a chapter activity during the year 2003 = 20%: 2004 = 30% 2005 = 40%: 2006 = 50%

Percentage of states that establish contact with the entire delegation by any means of communication (in person, e-mail, telephone, letter) 2003 = 80%: 2004 = 85%: 2005 = 90%: 2006 = 95%

AFA National - Conduct at least two Congressional Education Sessions per year

Approved Statement of Policy and Top Issues

1) Number of sessions conducted2) # of members and staffers/ session

1) Approved advocacy paper 2) Extent of dissemination

AFA National -- Develop at least one Advocacy Paper per year on a key aerospace power issue and disseminate the paper to a wide cross-section of editorial boards, Congress, and other forums.

3) Involve congressional district staff personnel in chapter programs and activities.

AFA State Organizations - Make personal contact with every member of the congressional delegation each year (can include staff-level in Washington and the home district), build a personal relationship with the members/staff, and secure acceptance of a membership in AFA for the congressional member.

AFA National - Obtain input from a broad cross section of AFA constituents and develop an annual Statement of Policy and set of Top Issues to address the defense responsibilities of our nation.

1) Determine what is required to support the short- and long-term aerospace needs of the nation and develop a legislative agenda to advocate those needs.

2) Enhance AFA's ability to successfully pursue its legislative agenda through national, state, and local initiatives.

THEME 2: SUPPORT THE AIR FORCE & THE AIR FORCE FAMILY

OBJECTIVES GOALS MEASURES/TARGETSAFA National -- Conduct five programs each year Number of national programs conducted

AFA Chapters - thosechapters affiliated with an active duty, guard, reserve unit, or a civilian institution supporting the USAF, conduct a minimum of one program per year.

Percentage of affiliated chapters conducting a program2003 = 80% of affiliated chapters 2004 = 82%: 2005 = 84%: 2006 = 86%

AFA National -- Conduct three programs each year Number of national programs

AFA Chapters - conduct a minimum of one program each year.

Percentage of chapters conducting a program 2003 = 60%: 2004 = 65%: 2005 = 70%: 2006 = 75%

AFA National -- Conduct three programs each year Number of national programs

AFA Chapters -- Each chapter affiliated with a cadet activity conduct a minimum of one program per year.

Percentage of chapters conducting a program2003 = 60%: 2004 = 65%: 2005 = 70%: 2006 = 75%

4) Build a relationship with unit commanders, officers, NCOs, airmen, and USAF civilians to promote an understanding of AFA’s concern and support for their welfare.

2) Conduct programs to recognize and/or support veterans and retirees at the national, state, and local levels.

3. Conduct programs to recognize USAFA, AFROTC, AFJROTC, & CAP cadets at national, state, and chapter level

1) Conduct programs to recognize and/or support Air Force active duty, guard, reserve, and Air Force civilian personnel at the national, state, and local levels

AFA Chapters -- Each chapter near an Air Force installation/unit make personal contact at least once per quarter with unit commanders and senior enlisted leadership to explain AFA activities that directly support their people

Percentage of chapters that meet with local commanders/enlisted leadership on a quarterly basis 2003 = 90%: 2004 = 92%: 2005 = 94 %: 2006 = 96%

THEME 3: PROMOTE AEROSPACE EDUCATION


AFA National – conduct or support a minimum of five major symposia; publish a high quality, professional, world-class magazine

1) Number of major symposia conducted2) Number of editorial pages per year in Air Force magazine

AFA Chapters -- Each chapter reach the grassroots (non-choir audiences) through at least one outreach program per year, to include contact /speaking opportunities to service clubs, church groups, chambers of commerce, local newspapers-editorial boards, political organizations, etc.

Percentage of chapters who conduct at least one outreach program per year2003 = 60%: 2004 = 65%: 2005 = 70%: 2006 = 75%

AFA National - distribute educational information on two national security studies per year sponsored by the AEF's Eaker Institute

Scope and scale of distribution

AFA Chapters -- Each chapter participate in at least one Aerospace Education Foundation sponsored program per year

Percentage of chapters participating in an AEF-sponsored program2003 = 50%: 2004 = 55%: 2005 = 60%: 2006 = 65%

AFA Chapters -- Each chapter appoint a VP for Aerospace Education (VP/AE).

Percentage of chapters with a VP/AE2003 = 75%: 2004 = 80%: 2005 = 85%: 2006 = 90%

Percentage of states that nominate an AFA Teacher of the Year to AEF2003 = 75%: 2004 = 80%: 2005 = 85%: 2006 = 90%

Percentage of chapters that participate in the Teacher of the Year program2003 = 50%: 2004 = 55%: 2005 = 60%: 2006 = 65%

3) Increase participation in Aerospace Education Foundation-sponsored programs throughout AFA

4) Implement the Teacher of the Year Program

1) Conduct programs to inform the American people on the need for strong aerospace power and a strong United States Air Force

AFA State Organizations - institutionalize the AEF sponsored State Teacher of the Year program with an annual selection from nominations received from all chapters in the state.

2) Maintain a close partnership with the Aerospace Education Foundation to inform the American public about the important contributions of aerospace power to our nation’s security and economy.

THEME 4: STRENGTHEN AFA FIELD OPERATIONS


AFA National - eliminate the membership decline by 2005.

Membership rate of decline2003 = 1%: 2004 = .5%: 2005 = 0: 2006 = 0

Percentage of chapters contacted by VP/LD2003 = 60%: 2004 = 70%: 2005 = 80%: 2006 = 90%

Number of regions submitting a full complement of ESA/MOM nominations2003 = 11: 2004 = 12: 2005 = 13: 2006 = 14

Number of regions submitting a PC and/or MOY nomination All Years = 14

Number of regions submitting at least two chapter-level award nominations2003 = 11: 2004 = 12: 2005 = 13: 2006 = 14

Percentage of chapters recruiting 4% new members per year2003 = 40%: 2004 = 45%: 2005 = 50%: 2006 = 55%

Achievement of milestone

Percentage of states with a VP/LD2003 = 60%: 2004 = 70%: 2005 = 80% : 2006 = 90%

Percentage of chapters meeting requirements2003 = 40%: 2004 = 50%: 2005 = 60%: 2006 = 70% Percentage of chapters producing at least three newsletters 2003 = 60%; 2004 = 65%; 2005 = 70%; 2006 = 75%

AFA State Organizations - increase the number of chapters that meet performance requirements. AFA Chapters - produce and distribute at least three quarterly newsletters.

3) Develop leaders at the Region, State, and Chapter levels that have the knowledge, skills, and enthusiasm to implement the mission and vision of AFA

AFA State Organization - each state appoint a VP for Leadership Development (VP/LD); VP/LD contact each chapter at least quarterly to mentor chapter leaders and provide assistance.

AFA Chapters -- Each chapter meet its membership recruitment goal each year

5) Enhance state and chapter participation in the AFA Awards program.

AFA Regions - each region submit its full complement of ESA and MOM allocations each year; each region submit at least one nomination for the Presidential Citation or Member of the Year award each year; each region submit at least two chapter-level award

4) Review and evaluate the field organizational structure

AFA National - review and evaluation complete by August 2003 for presentation to the EXCOM

1) Enhance the ability of AFA state and chapter organizations to meet performance requirements and increase the number of those achieving success. (Success = 100 % of support payment).

2) Develop enhanced membership retention and recruitment initiatives

THEME 5: ACHIEVE AFA OPERATIONAL EXCELLENCE


AFA National - produce a balanced budget and end the fiscal year with an excess of revenue to expenses (in the “black").

Revenues versus expenses

AFA National - maintain the net revenue from non-dues sources to at least the 2002 level; identify at least one new non-dues revenue source annually.

1) Non-dues revenue 2) Implementation of new, non-dues revenue source

AFA National - conduct an annual independent audit that results in an unqualified opinion

Audit results

AFA National - identify organizations that are similar to AFA and determine how they have achieved their diversity objectives by September 2003

AFA National - evaluate the AFA Board and Committee structure to include the number and size of committees, frequency of meetings, and overall effectiveness by August 2003.AFA National - examine and identify opportunities to partner with industry and other organizations to enhance the effectiveness of AFA’s mission

Number of initiatives and successful partnerships

3) Enhance the diversity of the Association to more closely represent the demographics of the USAF (gender, cultural background, AD/Guard/Reserve, etc).

4) Evaluate the organizational structure of AFA at all levels.

AFA National - constituent groups and needs identified by February 2003 for presentation to the Executive Committee

AFA National - determine AFA's diversity level in relation to the USAF by September 2003

1) Maintain effective management of the Association's financial resources

2) Develop and implement a process to clearly define the constituent groups of the Association and identify their most important requirements.

Achievement of milestone

Requirements

• The AFA national level staff, regions, states, and chapters build their annual plans to support the AFA strategic plan

• Conduct programs, participate in activities, and develop initiatives that directly support the plan’s objectives and goals.

– Some goals will not apply to certain chapters.

– And some chapters --by nature of their size, resources, and location -- may be able to achieve more support of the national goals than others.

• Report in each quarterly activity report

– specifically what has been done to support the objectives and goals of this plan.

10 Chapter To Dos in 3 Areas

• Build Relationships

– With Congress

– With AF

– With Emerging AFA Leaders

• Build Membership

– Recruit and Retain Members

• Deliver Programs/Activities

– Support AF

– Support Vet and Retirees

– Support Cadets

– Aerospace Education

– Teacher of the Year

– Public Outreach

Deployment

• Regions to States to Chapters

• Produces your Performance Contract

• Map Theme and Objectives to Annual Plans

– Annual Plans due NLT 31 Dec

– Outlines actions for CY 2003

• Next Year – Same procedure

– Automatic overlap with new officers

Deployment Steps

1. RP reviews the Strategic Plan and develops the region level plan by the end of October

2. RP distributes the region level plan to the SP by early November;

3. SP develops the state level plan by mid-November

4. SP distributes the state plan to chapters by late November

4. Chapters develop their plans by early December

5. Chapters send their plans to the SP by mid-December for review and approval

6. SP send plans to the RP by late December for review and approval

7. RP submit the chapter plans to AFA headquarters by the end of December

Reporting

• Incorporate plan accomplishments into activity reports

• Report Region performance metrics at RP meetings

• Report AFA performance metrics at Board meetings

Deployment Example

• Region

– Each Chapter shall establish contact with assigned Senators and Congressmen by newsletter in 2003

• State

– Make personal contact visit to each member of the delegation during 2003

– Tender membership offers to all Senators and Congressmen• Obtain 50% acceptance

– Assign members of delegation to various chapters for specific contact responsibilities

• Chapter

– VP for Government Affairs send letters to assigned member offering membership; follow-up with a phone call or visit

– VP for Government Affairs sends newsletter to each assigned member

DEPLOYMENT EXAMPLE -- ANNUAL PLANSupport the Air Force and the Air Force Family

OBJECTIVE GOAL SCREGIONGOAL

TENNESSEEGOAL

CHAPTER # 367GOAL

Jan-Mar

Apr-Jun

Jul-Sep

Oct-Dec

1. Conductprograms tosupport AD,ANG, AFRES,AF civilians

1. National – 5programsper year

2. Affiliatedchapters –minimum of1 programper year

1. N/A

2. StatesImplement

1. N/A

2. Recognize topANG member, AFrecruiter, AFROTCinstructor at StateConvention

1. N/A

2. a. Present AFA TopAcademic AchieverAward at eachANG/OTS Class

b. Present HonorGraduate Award ateach ANG NCOAcademy Class

X

X

X

X

X

X

X

X

3. Conductprograms tosupportUSAFA,AFROTC,AFJROTC, &CAP cadets

1. National – 3programs peryear

2. AFAChapters –affiliatedchapters – min1 program

1. N/A

2. StatesImplement

1. N/A

2. Recognize topArnold Air Society,Silver Wings, andAFJROTC cadet atState Convention

2. Present AFA Award atAFROTC Det 800Awards Day

X

AFA STRATEGIC PLAN 2003-2006

Develop the plan

Review plans & performance at all

levels

Deploy the plan throughout AFA

ANNUAL CYCLE

SEPTEMBER 2002

BACKUP SLIDES

COULD THIS HAPPEN HERE???

DEPLOYMENT EXAMPLE -- QUARTERLY REPORTING Support the Air Force and the Air Force Family

OBJECTIVE GOAL SCREGIONGOAL

TENNESSEEGOAL

CHAPTER # 367GOAL

Jan-Mar

Apr-Jun

Jul-Sep

Oct-Dec

1. Conductprograms tosupport AD,ANG, AFRES,AF civilians

1. National – 5programsper year

2. Affiliatedchapters –minimum of1 programper year

1. N/A

2. StatesImplement

1. N/A

2. Recognize topANG member, AFrecruiter,AFROTCinstructor at StateConvention

1. N/A

2. a. Present AFATop AcademicAchieve r Award ateach ANG/OTSClass

b. Present HonorGraduate Award ateach ANG NCOAcademy Class

X3/22/03

X2/15/03

X5/7/03

X6/26/02

X

X

X

X

3. Conductprograms tosupportUSAFA,AFROTC,AFJROTC, &CAP cadets

1. National – 3programs peryear

2. AFAChapters –affiliatedchapters – min1 program

1. N/A

2. StatesImplement

1. N/A

2. Recognize topArnold AirSociety, SilverWings, andAFJROTC cadetat StateConvention

2. Present AFA Awardat AFRTOC Det 800Awards Day

X4/16/03

QUARTERLY REPORTINGAnother Option

REPORTINGPERIOD__________

CHAPTER #_______ CHAPTERPRESIDENT______

REGIONPRESIDENT_____

STRATEGICTHEME

CHAPTER ACTIONS WHENACCOMPLISHED

COMMENTS

1. AdvocateAerospace Power

2. Support the AF& the Air ForceFamily

3. PromoteAerospace Power

4. StrengthenAFA FieldOperations

Business

Strategic Plan Briefing