Main Toolkit Documentation
This MS Word document is the primary, comprehensive written documentation covering all key concepts in detail.
This PowerPoint presentation provides access to all the content contained in the slidecasts below.
Contains 8 ancillary planning concepts.
Click on the image to view the video, or DOWNLOAD VIDEO as a .zip file
Using this Toolkit
Watch this Slidecast first for an overview and tips for getting the most out of the toolkit.
Role of Board Versus Management
This Slidecast will help you determine the best approach to planning for your particular association size and composition.
Making the Case for Planning
Quick overview of why disciplined planning is critical in associations.
Guiding Principles of Association Planning
Foundational principles to guide your association planning efforts as you execute the concepts in the toolkit.
The Integrated Planning Model
The foundation of the process and the basis for understanding how all the concepts of this toolkit fit together.
Timeline of the Overall Process
An important step by step overview to learn the overall approach and to plan your own process.
Interviewing in Association Planning
An introduction to the critical skill of interviewing required in your planning process.
Practical Vision Introduction
An introduction to the concept of a new, more practical, measurable approach to defining your vision.
Practical Vision in Practice
More detail to help you prepare to define your organization's practical vision.
Practical Vision Session Walkthrough
A step by step walkthrough of the actual planning session you can use to define your practical vision.
Facilitation in Association Planning
An introduction to the most important skill required for successful planning.
Strategic Imperatives Background
An introduction to the concept of defining measurable, time constrained, scope constrained strategic imperatives.
Strategic Imperatives in Practice
More detail to help you define your strategic imperatives as a basis for real and meaningful prioritization.
SI High Level Session Walkthrough
A step by step walkthrough of the actual planning session you can use to define your strategic imperatives.
SI Detail Session Walkthrough
A walkthrough of the session to build detail around your strategic imperatives as the basis for your operational plan.
Amalgamation Session Walkthrough
A walkthrough of the session to bring together your strategic imperatives and amalgamate your operational plan.
The Planning Execution Gap
A Slidecast to help transition from static annual planning to dynamic planning.
Take business planning to the next level, to help your organization create a planning process that is leading edge.
Project Management Primer
High level introduction to ensuring project execution that is tightly aligned to strategy.
Project Planning Session Walkthrough
Walkthrough a specific session that can be used to easily define a project or action plan of any size.
Define a clearly articulated, well understood, value proposition, as the basis for your strategy.
Creating strong alignment between your metrics and targets with the words and intentions of your plan.
Long Term Financial Plan
The mechanism to use to set the long term strategy of an association in a practical and measureable fashion.
Investing in Association Strategy
Focused on the obligation of association boards to make real financial investments on long term association viability.
Simple Quarterly Board Planning Process
Simple process for quarterly planning including an introduction to the quarterly Board Dashboard.
Mission Session Walkthrough
Walkthrough of a session to define or redefine your organizations very reason for being.
Values Session Walkthrough
Walkthrough of a session to define what your organization believes are the best ways of operating.
Illustrations, Tools, Templates and ChecklistsMAIN DOCUMENTATION ZIP
File: Action Planning Template
File: Action Planning Template 2
File: Amalgamation Session Agenda
File: Amalgamation Session PowerPoint Template
File: Board Dashboard Template
File: Breaking Down Silos in Large Associations
File: Core Values Example
File: Enviro Scan Template
File: Fun Team Collaboration Exercise
File: Gap Analysis Templates
File: Integrated Initiative List Template
File: Interview Invitations
File: Interview Protocol 1
File: Interview Protocol 2
File: Interview Protocol 3
File: Interview Protocol 4
File: Interview Protocol 5
File: IPM Exercise For Learning
File: Issues Log Template
File: Long Term Financial Plan For Associations
File: Meeting Agenda Template
File: Mission Statement Example
File: One Page Project Template
File: Operational Plan Template
File: Planning Session Agendas
File: Practical Vision Example 1
File: Practical Vision Example 2
File: Practical Vision Example 3
File: Practical Vision Example 4
File: Project Collection Template
File: Project Plan Template One Pager
File: Strategic Imperatives Next Steps Email
File: Strategic Imperative Teams
File: Strategic Imperative Template Detailed
File: Strategic Imperative Template One Pager
File: Values Workshop Team Template
File: Various IM Session Facilitation Templates
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Questions For the Author?
A Quick Note About Intellectual Property
The words, concepts, and ideas contained in these downloads are the authors' creation, with a few exceptions where noted, and together they represent a valuable inventory. If you purchased this product, you have the authors' permission to use any concept, phrase, sentence, diagram, template, or presentation in the course of your own work without credit to the author or Association Hub. Do not sell, rent, or share any of the contents of this Association Hub Toolkit in whole or part, for any other purpose.