Step 3 – Meeting #1: Setting the scene

Preparation by the Project Leader for this meeting is vital. Updating the PowerPoint presentation with the information gained from the Strategic Plan Meeting Group Perception survey provides the platform for discussion.

The aims for this meeting are:

  1. Key Focus Areas established (If the Club is updating their Strategic Plan, consideration on whether these areas need to change/be amended)
  2. Individual Strategic Plan Meeting Group Members views considered via survey & discussion
  3. Commencement of Vision outline created
  4. Identification of Key Stakeholders & consultation methods
  5. Timelines for progress confirmed

It is recommended that 90 minutes is allowed for this meeting.

Download: Meeting 1 PowerPoint Template

An important step in this meeting is to establish who the Club needs to engage with (and when/how) to develop the Strategic Plan. Some potential options to engage with stakeholders are provided below (and in the template PowerPoint) for discussion:

  • Online survey (Template provided for the club to distribute and manage).
  • Informal discussions with club representatives - with reports back to the Strategic Plan Meeting Group.
  • Formal meetings with members – opportunities for club representatives to raise matters in group settings (i.e. AGM, social nights, presentation nights, gala days).

This is not an exhaustive list, there may be other unique groups that may be required to have input.

It is also important to establish the method(s) of consultation. Some options include:

  • Online survey (Template provided for the club to distribute and manage – refer to Step 4).
  • Informal discussions with club representatives - with reports provided back to the Strategic Plan Meeting Group.
  • Formal meetings with members – opportunities for club representatives to raise matters in group settings (i.e. AGM, social nights, presentation nights, gala days).

There is no right or wrong in the steps you choose to engage with your Members and stakeholders. Each Club is different and the way you engage needs to speak to your community.



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