I. Developing the Strategic Planning Process

• Formal Strategic Planning process began in 1999
• Detailed survey was completed
• Intense study and discussions
• Series of goals were determined
• Strategies to reach goals were developed
• Actions required to accomplish strategies were determined
• Responsibilities and timelines were assigned

II. Maintenance and Update

• Executive Committee commits to review, update and maintain Strategic Plan at least annually

III. Evaluation of Strategic Planning Process

• Successful
• Kept NCTR on track through reorganization of administration
• Annual review and update allows NCTR to keep goals current and focused on initiatives
• Many goals, strategies and actions have been accomplished

IV. Future of Strategic Planning Process

• Experts recommend “start from scratch” development of strategic plan every 3 to 5 years
• Present plan may not reflect current realities of internal and external environments
• All parts of Strategic Plan must fit in a manner that produces seamless, integrated plan
• Healthy to step back and objectively review situations and circumstances

V. Recommendations adopted by Executive Committee

• A new Strategic Plan will be developed every three years
• Process of review and update at spring Executive Committee meeting will continue
• Discussion and process will be led by then current President
• Documentation and recording of updates will be an NCTR staff function
• Strategic Plan will be posted to NCTR web site
• Strategic Planning Committee will be constituted as President, Two Executive Committee members who stand in line for succession to Presidency during the three year cycle (then current President Elect excluded)
• Strategic Planning Committee members will be designated at start of year in which new cycle begins
• All NCTR committees, staff and consultants will be charged with advancing goals set in Strategic Plan
• Strategic Planning Committee will report out to membership at annual conference