Strategic Plan Elements

  1. Advocate public policies that promote the fiscal stability of Illinois local governments
  2. Develop and deliver training programs that meet the needs of both new and experienced local government finance
  3. professionals
  4. Expand the pool of quality talent for positions in local government finance in Illinois
  5. Perpetuate the Association’s leadership and financial stability
  6. Provide opportunities for government finance professionals to connect with one another and encourage the exchange of information and best practices

2009-2010 Strategic Priorities

2008-09 Strategic Priorities

2007 Strategic Priorities

Volunteer Opportunities

Status Report Key
Green = on or ahead of schedule
Yellow = lagging or obstacles encountered, but expected to be complete this year
Red = off track and not expected to be completed without intervention
Complete

 

               
  FY10 Strategic Element/Priority Priority Level Start Complete Assigned Outcome Status  
  Advocate public policies that promote the fiscal stability of Illinois local governments.    
  Continue to work with affiliate organizations to review and provide input on financial impact of proposed changes to local governments High Jul-09 Jun-10 Legislative Provide at least 5 updates, including but not limited to legislative status reports, report of enacted legislation, and veto session status report. ongoing  
  Provide timely updates on legislative proposals and new legislation to the members High Jul-09 Jun-10 Legislative at least quarterly web site updates website and email blast update on 7-1-09  
  Develop and deliver training programs that meet the needs of both new and experienced local government finance professionals.    
  Plan and coordinate educational and social programs for conference High Jul-09 Jun-10 Conference registration open at least 120 days before conference open 102 days before  
  Emphasize seminar course development  High Jul-09 Jun-10 Career Development Detailed agendas and instructors' guide prepared for each seminar (excludes Institutes) Local government financial reporting curriculum  
  Include information and examples for a variety of local governments (home rule, non-home rule, special district, established, growing, etc.)  in training programs Medium Jul-09 Jun-10 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.  refer to detailed committee report  
  Provide instructors with training and resources to increase use of interactive learning tools Medium Jul-09 Jun-10 Career Development Train 8 more instructors in presentation skills; include at least one interactive component in each seminar on-hold due to financial constraints  
  Contract for conference sites 2010 High Jul-09 Aug-09 Staff contract to President for execution Complete May 2009  
  Coordinate logistics for Career Development programs including CPE compliance Medium Jul-09 Jun-10 Career Development registration open at least 60 days before seminar; seminars begin and end on time refer to detailed committee report  
  Coordinate registration and marketing for Annual Conference High Jul-09 Jun-10 Conference registration open at least 120 days before conference open 102 days before  
  Expand the pool of quality talent for positions in local government finance in Illinois    
  Develop and implement Associate membership recruitment and retention plan High Jul-09 Dec-09 Associate Forum and Membership Committee To be developed in plan    
  Retain public sector members and continue to recruit new members High Jul-09

March-10

 Membership retain 92% or more of public sector members; increase membership 3% 87% retained and 5.5% new members  
  Revamp University outreach efforts to include more interaction with students Medium Jul-09 Jun-10 Membership Update plan to connect members with universities and colleges and increase student participation    
  Perpetuate the Association’s leadership and financial stability.    
  Continue recognizing volunteer contributions Medium Jul-09 Jun-10 All      
  Continue to administer WGFOA support contract Medium Jul-09 Jun-10 Staff Renegotiate 2010 contract pending NIU FY11 contract  
  Provide Chapter officers with instruction and support to follow Chapter handbook Medium Jul-09 Jun-10 Executive Board Provide individual chapters with support as specified in Handbook and invite Chapter officers to volunteer leader orientation Handbook update proposed - waiting on feedback from Chapters  
  Develop RFP posting service High Jul-09 Apr-10 Staff Prepare budget and workplan for Board review prior to proceeding, including estimates of demand Tabled by Executive Board  
  Develop revenue manual and rate survey High Oct-09 Jun-10 To be determined Prepare budget and workplan for Board review prior to proceeding, including estimates of demand Adviosry committee in place and survey being drafted  
  Prepare plan and procedures for packaging and licensing seminars to other organizations  High Dec-09 Jun-10 To be determined Prepare budget and workplan for Board review prior to proceeding, including estimates of demand    
  Integrate the web site, member directory, registration and financial management Medium Jul-09 Jun-10 Staff Pending funding    
  Provide opportunities for government finance professionals to connect with one another and encourage the exchange of information and best practices.    
  Provide information, networking, and training to help members address professional challenges of the current economy High Jul-09 Jun-10 All   Hot Topic programs and conference  
  Partner with other Associations to encourage networking and provide training Medium Jul-09 Jun-10 All hold at least two new "partner" programs with two different associations and encourage coordination and information exchange. partnered with ILCMA, IASBO, ILGL, IPRA, and CLA  
  Remodel Membership Committee web page to improve member resources Medium Jul-09 Oct-09 Membership update Membership Committee page and membership information    
  Continue providing fresh resources on TARC web page Medium Jul-09 Jun-10 TARC at least quarterly updates to TARC web page    
  Plan and coordinate vendor showcase for Annual Conference Medium Jul-09 Jun-10 Conference      
                 

 

2008 Priorities

        updated 10/8/08
  Strategic Element/2008 Priority Start Complete Assigned Outcome Status
  Advocate public policies that promote the fiscal stability of Illinois local governments.          
  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 status report. Streamlined Sales Tax forum held March 7; working with COGs and IML
  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, IPP Institute 4/25, Carbondale meeting 6/6, Conference session, 10/29 Edwardsville meeting, 8 legislative updates on web site, and regular email updates
  Develop and deliver training programs that meet the needs of both new and experienced local government finance professionals.          
  Plan and coordinate educational and social programs for conference Nov-07 Sep-08 Conference registration open at least 120 days before conference registration open 83 days before conference
  Emphasize seminar course development  Jan-08 Dec-08 Career Development Detailed agendas and instructors' guide prepared for each seminar (excludes Institutes) refer to Career Development Comm resource page
  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.  see detailed agendas - added Special District examples to Basic Budgeting and CIP
  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 4 trained October 2008
  Contract for conference sites 2009-11 Oct-07 May-08 Staff contracts to Board for review 2009 and 2011 contracted with Springfield Hilton.  2010 and 2012 proposals to be considered by Board on Nov. 20
  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 refer to Career Development Comm resource page
  Coordinate registration and marketing for Annual Conference Mar-08 Sep-08 Conference registration open at least 120 days before conference registration open 83 days before conference
  Update Curriculum Development Plan through 2010 Apr-08 Jul-08 Career Development updated plan to Board for review Update to Board in November
  Expand the pool of quality talent for positions in local government finance in Illinois          
  Develop and implement Associate membership recruitment and retention plan   Dec-08 Associate Forum and Membership Committee To be developed in plan 78% individual associates renewed  and 92% sponsoring firms renewed
  Retain public sector members and continue to recruit new members     Membership retain 92% or more of public sector members; increase membership 3% 95% renewed and membership increased 7.7%
  Revamp University outreach efforts to include more interaction with students Jan-08 Mar-08 Membership   change in Membership Committee chair
  Perpetuate the Association’s leadership and financial stability.          
  Analyze non-dues revenue sources Jan-08 Aug-08 Staff Report to Board for consideration See report for August meeting
  Continue to administer WGFOA support contract Jan-08 Dec-08 Staff   Exec Director attended WGFOA Board retreat in Feb.
  Compile Executive Board manual Jan-08 Oct-08 Executive Board Manual to Board for review final draft manual ready on-line
  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; teleconference held August 20 with 2 participants
  Continue recognizing volunteer contributions Jan-08 Dec-08 All recognition letters/notes; listing in newsletter; volunteer leaders dinner refer to website
  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. Board to consider plan for Anniversary Dinner
  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
  Streamline financial reporting to Board Mar-08 Jun-08 Treasurer and Staff monthly summary reports to Board completed August 20
  Update chart of accounts Sep-06 May-08 Treasurer and Staff simplified chart of accounts that uses class tracking Board approved May 15
  Provide opportunities for government finance professionals to connect with one another and encourage the exchange of information and best practices.          
  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
  Remodel Membership Committee web page to improve member resources Nov-06 May-08 Membership updated Membership Committee page change in Membership Committee chair
  Continue providing fresh resources on TARC web page Jan-08 Dec-08 TARC at least quarterly updates to TARC web page see TARC web page
  Plan and coordinate vendor showcase for Annual Conference Mar-08 Sep-08 Conference   new exhibit hall contractor selected
  IPP newsletter overhauled Jul-08 Dec-08 Executive Director recommendations for improving newsletter to Board Board accepted focus group recommendations
             

 

2007

STATUS REPORT

   
last updated
 6/27/2007  
       
   
  Strategic Element/2007 Priority Start Complete
Assigned
 Outcome Status
Advocate public policies that promote the fiscal stability of Illinois local governments.
  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 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
  Provide timely updates on legislative proposals and new legislation to the members Feb-07 Nov-07 at least quarterly web site updates

Updated February, April, June, Sept, and Nov. 2007. Streamlined Sales Tax Alert.

Sudan Divestiture hot topic briefing.

Develop and deliver training programs that meet the needs of both new and experienced local government finance professionals.
  Plan and coordinate educational and social programs for conference Nov-06 Sep-07 registration open at least 120 days before conference Registration opened June 12=89 days before. Refer to evaluation report.
  Emphasize seminar course development  Jan-07 Dec-07 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)
  Provide instructors with training and resources to increase use of interactive learning tools Jan-07 Dec-07 Train 8 more instructors in presentation skills; include at least one interactive component in each seminar

See CD Resource page. 14 volunteers trained in presentation/

facilitation skills in November 2007.
  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
  Coordinate logistics for Career Development programs including CPE compliance Jan-07 Dec-07 registration open at least 60 days before seminar; seminars begin and end on time refer to CD target report
  Coordinate registration and marketing for Annual Conference Mar-07 Sep-07 registration open at least 120 days before conference Registration opened June 12=89 days before.  refer to evaluation report.
  Prepare distance learning development business plan   Apr-07 Technology & Commun. business plan to Board for review Board approved Ad-hoc committee plan
  Update Curriculum Development Plan through 2010 Apr-07 Jul-07 updated plan to Board for review to be completed in December 2007
Expand the pool of quality talent for positions in local government finance in Illinois
  Continue implementing public sector membership recruitment and retention plan   Dec-07 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.
  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 until freshened

Perpetuate the Association’s leadership and financial stability.
  Explore viability of staffing and office space contract with NIU Aug-06 May-07 contract for Board consideration or report as to why not viable Contract signed through June 2008
  Update WGFOA contract and continue to administer Nov-06 Dec-07
Staff
   Amended contract to be considered fall '07
  Compile Executive Board manual Jan-07 Oct-07 Manual to Board for review  
  Provide Chapter officers with instruction and support to follow Chapter handbook Jan-07 Dec-07 offer at least 3 on-line/teleconference Chapter officer update sessions Offered 3 to date - very low participation.  Workshop planned for Nov.
  Continue recognizing volunteer contributions Jan-07 Dec-07
All
 recognition letters/notes; listing in newsletter; volunteer leaders dinner ongoing - see Wall of Fame
  Plan for IGFOA 50th anniversary Jan-07 Oct-07 recommendations to celebrate anniversary to Board  
  Complete financial review on time Feb-07 Apr-07 Financial review complete by April 15th and management letter to Board for review Review by TARC scheduled for July
  Streamline financial reporting to Board Mar-07 Jun-07
Treasurer and Staff
 monthly summary reports to Board quarterly reports
  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
Provide opportunities for government finance professionals to connect with one another and encourage the exchange of information and best practices.
  Remodel Membership Committee web page to improve member resources Nov-06 May-07 updated Membership Committee page  
  Continue providing fresh resources on TARC web page Jan-07 Dec-07 at least quarterly updates to TARC web page Updated February 2007
  Assist members in receiving IGFOA communication via on-line tools Jan-07 Dec-07 write instructions for newsletter and website and troubleshoot with individual members as appropriate Staff wrote instructions/T&C volunteer to troubleshoot
  Increase tie-in of Leader and Dispatch newsletters and web site Feb-07 Dec-07
Staff
   Refer to Dispatch and Leader
  Plan and coordinate vendor showcase for Annual Conference Mar-07 Sep-07   Complete
  IPP newsletter overhauled Jul-07 Dec-07 recommendations for improving newsletter to Board  
  Remodel Technology & Communications Committee web page to improve member resources Sep-07 Dec-07 updated Technology & Communications Committee page volunteers trained to update web page
       
   

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