Developing Your Strategic Plan
Facilitated by Sue Froggatt
Book this Seminar
£295+vat
(per delegate)
Special Offer* Book 3 places, and the third place is FREE!
Wednesday 19th October 2022 – online
Thursday 23rd March 2023 – online
Please Note: Start time is 9.15am and the finish time 4.15pm
Having a clear and well-defined strategic planning process in place is crucial for the success of your membership organisation.
This workshop is customised for membership organisations and will help you develop your recruitment and retention plans.
What’s included?
A workbook that includes a template of a strategic plan and a list of over 70 strategies in four key areas adopted by membership associations.
Examples of several strategic plans from membership organisations that you will have time to review and reflect on
Links to useful resources
The Venue
Details here
This takes place on line via Zoom.
You will learn how to:
The three things we have learned about planning from the COVID pandemic and what we need to incorporate going forward
How to develop and formulate your strategic plans: A walk through a step-by-step roadmap of the key stages involved
The critical ingredients required for success
A review of the strategies used by associations
Who to involve in the planning group
How to identify and review the trends that will impact on future direction and strategy (NB: These are covered in workshop 6 in future trends.)
Techniques used to analyse data
What makes inspiring vision and mission statements that help guide the process and keep everyone moving in the same direction
How to communicate and cascade the results of the process throughout the organisation.
The workshop will result in more focused thinking about how to plan for the future, the direction of change required for success, improve decision making and the allocation of resources.
The facilitator will take you through a clear proven process that has successfully been used with several membership associations and also highlight some of the key trends currently impacting on the membership sector.
This interactive day will include examples of plans developed by membership organisations and a template of the structure of an effective strategic plan.
Sue Froggatt
This workshop is being lead by Sue Froggatt. Sue is an experienced membership trainer and has facilitated many strategic planning meetings for membership organisations.
“Thanks Sue. It was really valuable to explore new and better ways of creating and running our next strategic planning process. I will now make sure we develop a value proposition statement and member experience statement.”
“It was great to re-iterate and re-enforce what we have just done in re-launching our strategy is good. Thanks Sue – your events are always motivating, informative and give me food for thought!”
“Having an overview of the full process and what needs to be done to produce and effective strategic plan was really valuable.”
“”I really enjoyed the workshop and it has definitely given me food for thought. It was particularly valuable doing this day with colleagues. It allowed us to brainstorm together and think outside the box.”
“Sue has really helped the BPMA develop our membership strategy, clarify or focus and re-energise and motivate the team. Without doubt she is a leading thinker and expert in membership. I would highly recommend her to any association.”
Who is this course for?
Trade & Professional Associations
Chambers of Commerce & Business Links
User Groups
Institutes
Health & Fitness Centres
Charities
NHS Foundation Trusts
Other… Clubs, Committees, Confederations, Pressure Groups, Societies, etc
People new to marketing and also people already working in this area and looking for fresh ideas
Cost & Terms
See the small print
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Cost: £295 plus VAT per delegate
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On receipt of your booking an invoice with confirmation of your booking, course joining instructions and a map are sent to you by post
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All fees must be paid for in advance
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Cancellations must be received 30 days in advance of the seminar date. All fees forfeited thereafter, however substitutions can be made
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It is possible to change date after you have booked, but there is £25 administration fee if the change is made more than 2 weeks before the event and £70 administration fee if made less than two weeks before the event.
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Normally each seminar is limited to 15 places to give delegates the opportunity to explore individual issues.
Memberships Organisations that have attended and Sue has facilitated strategic planning sessions for
See the List
- Arts Society
- Association of Accounting Technicians
- Association of Anaesthetists
- Association of University Directors of Estates
- Booksellers Association
- Boundless
- British Aerosol Manufactures’ Association
- British Association of Snowsport Instructors
- British and International Greenkeepers Association
- British In Vitro Diagnostic Association
- British Institute for Facilities Management
- British Institute of Interior Design
- BSAVA
- British Sub-Aqua Club
- Bumblebee Conservation Trust
- CEDIA
- CESA Catering Equipment Suppliers Association
- CFA Institute – Hong Kong
- Chartered Institute of Arbitrators
- Chartered Institute of Linguists
- Chartered Institute of Personal Development
- CILEx
- Convenience Stores and Newsagents Association
- D&AD
- EADV
- English UK
- European Association of Cardiothoracic Anaesthesiology
- European Society for Medical Oncology
- European Society for Paediatric Endocrinology
- Faculty of General Dental Practice
- Federation of Small Businesses
- Forum of Private Business
- FSRH
- GMB Union
- HCPA
- Higher Education Strategic Planners Association
- Historical Association
- IET
- IFFO
- IMPA ACT
- Institute of the Motor Industry
- International Project Finance Association
- International Society for Nephrology
- International Underwriting Association
- Kent Wildlife Trust
- Mathematical Association
- National Association of Local Councils
- OEUK
- Royal Academy of Dance
- Royal British Legion
- Royal College of Emergency Medicine
- Royal College of Surgeons of England
- Royal Photographic Society
- Royal Statistical Society
- Scottish Association of Landlords
- Scottish Hockey
- Society of Operations Engineers
- SOCAP
- SPICE
- Understanding Animal Research
- University & College Employers Association
Comments from delegates
See comments
- “The whole day was engaging and educational. Thank you Sue.”, Nigel Pinamang, Head of Finance and IT, The Royal College of Emergency Medicine
- “This workshop gave me time to think about the options, the big picture, what not to do and developing a strategy framework.”, Ian Cass, CEO, Forum of Private Business
- “Thank you Sue for a very insightful session. I now have some very useful ideas on how to move forward. The day was well thought through.”, Liz Kemp, Strategic Improvement Lead, Forum of Private Business
- “Thanks Sue. I will now be going back to the beginning and looking at our strategic planning process.”, Jess Sheridan, Head of Membership and Marketing, The Royal College of Surgeons of England
- “This raised some good questions and had excellent supporting material that I will use back in the office.”, Jennifer Summerton, Executive Director, Higher Education Strategic Planners Association
- “This was very helpful. I will now look at our key statements and clarify boundaries of direction and involvement.”, Ilia Daoussi, General Manager, Alexander Techniques (STAT)
- “This workshop gave me an excellent grounding in strategic planning and will help me prepare for this.”, James Wilkins, Membership Director, The Arts Society
- “It was valuable to have an opportunity to think about what we do and get ideas from others.”, Ross Grange, Product Manager, AAT
- “An excellent day – thank you. It was valuable to have the day to think about planning, how to develop the strategy and who to involve in the process.”, John Blackwood, Chief Executive, Scottish Association of Landlords
- “It was really valuable to go through how to structure the strategic plan and see the examples of different strategies.”, Alice Marcolin, Member Services and Relations Manager, English UK
- “A thorough and well referenced presentation – I have tons to take forward!”, Huan Japes, Membership Director, English UK
- “A very comprehensive seminar. I have come away with a clear understanding of the strategic planning process.”, Caroline Jones, Marketing Campaign Manager, IET
- “An excellent focus on membership organisations, lots of tools to help the process and sitting with my team gave me time to plan. Also a very credible tutor. “, Sharon Davies, CEO, HCPA
- “Excellent as ever. Loved the handouts and examples. “, Meryl Halls, Head of Membership Services, Booksellers Association
- “I was impressed with the amount of content covered in just one day.”, David Biggins, Digital Marketing Manager, IET
- “It was good to learn abut the strategic analysis tools. It was also great to have new insights into how strategic planning works and why it is important.”, Laura Rogers, Marketing Assistant, IET
- “A good day. I really enjoyed the course.”, Sidi Saliu, Marketing Campaign Manager, IET
- “A really useful day.”, Daniel Romney, Data Marketing Manager, IET
- “The workshop contained lots of good ideas and plenty of food for thought.”, Ann Martyn, President, Convenience Stores and Newsagents Association
- “The detailed outline of the strategic planning process and discussion specific to membership added real value to the day.”, Jill Madden, Head of Membership, European Society for Medical Oncology
- “It was really great to explain the vision and mission in more details and discuss the process in our groups.”, Becky Sullivan, CEO, The Historical Association
- “Well paced, with lots of content and the materials were very good.”, Ed Charles, Head of Marketing, Kent Wildlife Trust
- “Going through all the tools used to analyse the data needed to form the strategy was really valuable.”, Carrie Reid, Global Operations Manager, International Project Finance Association (IPFA)
- “I liked the models adopted and the practical examples. There was also plenty of time to ask questions and discuss.”, Jane Galbraith, Head of Membership, Chartered Institute of Linguists
- “I liked going through the framework and seeing the examples.”, Iman Cornwall, Boundless
- “Well paced, with lots of content and the materials were very good.”, Ed Charles, Head of Marketing, Kent Wildlife Trust
- “Some very useful examples of strategies from other membership organisations. I liked the idea of an Annual Future Focus Forum.”, Anna Heath, Membership Manager, Royal Statistical Society