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2008 Priorities |
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updated 2/28/08 |
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Strategic Element/2008 Priority |
Start |
Complete |
Assigned |
Outcome |
Status |
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Advocate public policies that promote the fiscal stability of Illinois local governments. |
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Continue to work with affiliate organizations to review and provide input on financial impact of proposed changes to local governments |
Jan-08 |
Dec-08 |
Legislative |
Provide at least 5 updates, including but not limited to legislative status reports, report of enacted legislation, and veto session staus report. |
Streamlined Sales Tax forum held March 7; working with COGs and IML |
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Provide timely updates on legislative proposals and new legislation to the members |
Feb-08 |
Nov-08 |
Legislative |
at least quarterly web site updates |
Update at SW Regional meeting on 4/23 and IPP Institute 4/25 |
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Develop and deliver training programs that meet the needs of both new and experienced local government finance professionals. |
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Plan and coordinate educational and social programs for conference |
Nov-07 |
Sep-08 |
Conference |
registration open at least 120 days before conference |
Information needed for CPE compliance not yet recd. |
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Emphasize seminar course development |
Jan-08 |
Dec-08 |
Career Development |
Detailed agendas and instructors' guide prepared for each seminar (excludes Institutes) |
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Include information and examples for a variety of local governments (home rule, non-home rule, special district, established, growing, etc.) in training programs |
Jan-08 |
Dec-08 |
Career Development/ Conference |
Speakers coached to include information and examples for a variety of governments where appropriate. Special district members encouraged to get involved in program planning and delivery. |
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Provide instructors with training and resources to increase use of interactive learning tools |
Jan-08 |
Dec-08 |
Career Development |
Train 8 more instructors in presentation skills; include at least one interactive component in each seminar |
scheduled for October 2008 |
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Contract for conference sites 2009-11 |
Oct-07 |
May-08 |
Staff |
contracts to Board for review |
2009 and 2011 dates to Springfield Hilton waiting on proposal. 2010 |
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Coordinate logistics for Career Development programs including CPE compliance |
Jan-08 |
Dec-08 |
Career Development |
registration open at least 60 days before seminar; seminars begin and end on time |
some delays in opening registration; OK starting and ending on time |
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Coordinate registration and marketing for Annual Conference |
Mar-08 |
Sep-08 |
Conference |
registration open at least 120 days before conference |
Information needed for CPE compliance not yet recd. |
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Update Curriculum Development Plan through 2010 |
Apr-08 |
Jul-08 |
Career Development |
updated plan to Board for review |
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Expand the pool of quality talent for positions in local government finance in Illinois |
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Develop and implement Associate membership recruitment and retention plan |
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Dec-08 |
Associate Forum and Membership Committee |
To be developed in plan |
80% renewed to date |
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Retain public sector members and continue to recruit new members |
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Membership |
retain 92% or more of public sector members; increase membership 3% |
95% renewed and membership increased 7.7% |
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Revamp University outreach efforts to include more interaction with students |
Jan-08 |
Mar-08 |
Membership |
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change in Membership Committee chair |
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Perpetuate the Association’s leadership and financial stability. |
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Analyze non-dues revenue sources |
Jan-08 |
Aug-08 |
Staff |
Report to Board for consideration |
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Continue to administer WGFOA support contract |
Jan-08 |
Dec-08 |
Staff |
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Exec Director attended WGFOA Board retreat in Feb. |
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Compile Executive Board manual |
Jan-08 |
Oct-08 |
Executive Board |
Manual to Board for review |
Draft position descriptions to be reviewed in March |
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Provide Chapter officers with instruction and support to follow Chapter handbook |
Jan-08 |
Dec-08 |
Executive Board |
Provide individual chapters with support as needed and host a Chapter Leaders Workshop |
February teleconference cancelled due to 1 RSVP; May 28 scheduled |
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Continue recognizing volunteer contributions |
Jan-08 |
Dec-08 |
All |
recognition letters/notes; listing in newsletter; volunteer leaders dinner |
refer to website |
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Plan for IGFOA 50th anniversary |
Jan-08 |
Oct-08 |
Executive Board |
recommendations to celebrate anniversary to Board |
Chicago Metro celebrated 3/14 and South Metro 4/4 |
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Complete financial review on time |
Feb-08 |
Apr-08 |
Treasurer and Staff |
Financial review complete by April 15th and management letter to Board for review |
completed May 1 |
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Streamline financial reporting to Board |
Mar-08 |
Jun-08 |
Treasurer and Staff |
monthly summary reports to Board |
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Update chart of accounts |
Sep-06 |
May-08 |
Treasurer and Staff |
simplified chart of accounts that uses class tracking |
Board approved May 15 |
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Provide opportunities for government finance professionals to connect with one another and encourage the exchange of information and best practices. |
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Partner with other Associations to encourage networking and provide training |
Jan-08 |
Dec-08 |
All |
hold at least two new "partner" programs with two different associations and encourage coordination and information exchange. |
see Association partner report |
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Remodel Membership Committee web page to improve member resources |
Nov-06 |
May-08 |
Membership |
updated Membership Committee page |
change in Membership Committee chair |
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Continue providing fresh resources on TARC web page |
Jan-08 |
Dec-08 |
TARC |
at least quarterly updates to TARC web page |
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Plan and coordinate vendor showcase for Annual Conference |
Mar-08 |
Sep-08 |
Conference |
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new exhibit hall contractor selected |
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IPP newsletter overhauled |
Jul-08 |
Dec-08 |
Executive Director |
recommendations for improving newsletter to Board |
Board accepted focus group recommendations |
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2007
STATUS REPORT |
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last updated |
6/27/2007 |
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Strategic Element/2007 Priority |
Start |
Complete |
Assigned |
Outcome |
Status |
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Advocate public policies that promote the fiscal stability of Illinois local governments. |
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Continue to work with affiliate organizations to review and provide input on financial impact of proposed changes to Downstate police and firefighter pension benefits |
Jan-07 |
Dec-07 |
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Provide at least 5 updates, including but not limited to legislative status reports, report of enacted legislation, and veto session status report. |
Feb, March, and Sept. updates. March webcast. Sept. Conference update. Sept. advised NIU on Policy paper |
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Provide timely updates on legislative proposals and new legislation to the members |
Feb-07 |
Nov-07 |
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at least quarterly web site updates |
Updated February, April, June, Sept, and Nov. 2007. Streamlined Sales Tax Alert.
Sudan Divestiture hot topic briefing. |
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Develop and deliver training programs that meet the needs of both new and experienced local government finance professionals. |
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Plan and coordinate educational and social programs for conference |
Nov-06 |
Sep-07 |
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registration open at least 120 days before conference |
Registration opened June 12=89 days before. Refer to evaluation report. |
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Emphasize seminar course development |
Jan-07 |
Dec-07 |
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Detailed agendas and instructors' guide prepared for each seminar (excludes Institutes) |
Six new courses developed with content (Basic debt, Basic Revenue, Intro to Cash, Adv. Budget, Records Mgmt, Adv. Debt) |
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Provide instructors with training and resources to increase use of interactive learning tools |
Jan-07 |
Dec-07 |
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Train 8 more instructors in presentation skills; include at least one interactive component in each seminar |
See CD Resource page. 14 vounteers trained in presentation/
facilitation skills in November 2007. |
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Contract for conference sites 2009-11 |
Jan-07 |
May-07 |
Staff |
contracts to Board for review |
to be discussed at Nov. Board meeting. New Marriott in Normal expected to open in late 2009- not yet open for contracts |
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Coordinate logistics for Career Development programs including CPE compliance |
Jan-07 |
Dec-07 |
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registration open at least 60 days before seminar; seminars begin and end on time |
refer to CD target report |
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Coordinate registration and marketing for Annual Conference |
Mar-07 |
Sep-07 |
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registration open at least 120 days before conference |
Registration opened June 12=89 days before. refer to evaluation report. |
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Prepare distance learning development business plan |
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Apr-07 |
Technology & Commun. |
business plan to Board for review |
Board approved Ad-hoc committee plan |
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Update Curriculum Development Plan through 2010 |
Apr-07 |
Jul-07 |
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updated plan to Board for review |
to be completed in December 2007 |
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Expand the pool of quality talent for positions in local government finance in Illinois |
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Continue implementing public sector membership recruitment and retention plan |
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Dec-07 |
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retain 92% or more of public sector members; increase membership 3% |
retention as of 11/29: 97% public sector, 84% ind. Assoc.,
92% spon. Assoc. |
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Expand listings at on-line Internship catalog |
Jan-07 |
Mar-07 |
Membership |
list at least 15 internships |
as of 9/4
2 listings - removed from website unitl freshened |
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Perpetuate the Association’s leadership and financial stability. |
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Explore viability of staffing and office space contract with NIU |
Aug-06 |
May-07 |
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contract for Board consideration or report as to why not viable |
Contract signed through June 2008 |
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Update WGFOA contract and continue to administer |
Nov-06 |
Dec-07 |
Staff |
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Amended contract to be considered fall '07 |
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Compile Executive Board manual |
Jan-07 |
Oct-07 |
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Manual to Board for review |
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Provide Chapter officers with instruction and support to follow Chapter handbook |
Jan-07 |
Dec-07 |
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offer at least 3 on-line/teleconference Chapter officer update sessions |
Offered 3 to date - very low participation. Workshop planned for Nov. |
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Continue recognizing volunteer contributions |
Jan-07 |
Dec-07 |
All |
recognition letters/notes; listing in newsletter; volunteer leaders dinner |
ongoing - see Wall of Fame |
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Plan for IGFOA 50th anniversary |
Jan-07 |
Oct-07 |
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recommendations to celebrate anniversary to Board |
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Complete financial review on time |
Feb-07 |
Apr-07 |
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Financial review complete by April 15th and management letter to Board for review |
Review by TARC scheduled for July |
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Streamline financial reporting to Board |
Mar-07 |
Jun-07 |
Treasurer and Staff |
monthly summary reports to Board |
quarterly reports |
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Update chart of accounts |
Sep-06 |
Feb-07 |
Treasurer and Staff |
simplified chart of accounts that uses class tracking |
on hold pending NIU contract completion |
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Provide opportunities for government finance professionals to connect with one another and encourage the exchange of information and best practices. |
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Remodel Membership Committee web page to improve member resources |
Nov-06 |
May-07 |
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updated Membership Committee page |
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Continue providing fresh resources on TARC web page |
Jan-07 |
Dec-07 |
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at least quarterly updates to TARC web page |
Updated February 2007 |
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Assist members in receiving IGFOA communication via on-line tools |
Jan-07 |
Dec-07 |
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write instructions for newsletter and website and troubleshoot with individual members as appropriate |
Staff wrote instructions/T&C volunteer to troubleshoot |
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Increase tie-in of Leader and Dispatch newsletters and web site |
Feb-07 |
Dec-07 |
Staff |
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Refer to Dispatch and Leader |
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Plan and coordinate vendor showcase for Annual Conference |
Mar-07 |
Sep-07 |
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Complete |
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IPP newsletter overhauled |
Jul-07 |
Dec-07 |
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recommendations for improving newsletter to Board |
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Remodel Technology & Communications Committee web page to improve member resources |
Sep-07 |
Dec-07 |
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updated Technology & Communications Committee page |
volunteers trained to update web page |
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1998-2004 Illinois Government Finance Officers Association. All
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