Strategic Plan Finalized

The North Carolina Local Government Budget Association (NCLGBA) Board of Directors adopted a revised strategic plan at our board meeting prior to the start on the 2018 NCLGBA Winter Conference on December 12, 2018.

This post is meant to provide background on how we got to where we are today, as well as plans for the next few years. The full plan can be found here.

History/Background

In the summer of 2016, the idea of developing and adopting a revised strategic plan for the NCLGBA was discussed and ultimately agreed upon at the Summer Conference board meeting. It seemed every board meeting would revolve around the same 4-5 topics with some headway, but for the most part, no definitive goal or strategy for the issues identified. During the board meeting immediately prior to the 2017 Summer Conference, a formal planning process was proposed. In early February 2018, the NCLGBA Board of Directors distributed an online survey regarding the NCLGBA, its conferences, and the budgeting profession. While meant to gather member input on a variety of areas, it also became an additional asset in starting out our strategic planning discussions.

On February 9, 2018, the Board met in Fayetteville, North Carolina for a formal strategic planning session, led by Rebecca Jackson, the Strategic Performance Analytics Director for the City of Fayetteville. At this meeting we reviewed the initial survey results, discussed the current state of the association, and provided our thoughts on where the association is headed. We identified our strengths, weaknesses, opportunities, and areas for improvement and small groups were formed to farm out updated vision and mission statements.

Later that year, we met prior to the summer conference, on July 10, 2018 in Atlantic Beach, North Carolina. Rebecca Jackson again facilitated our discussion where we committed to a new vision and mission statement. We also identified five goals, in the areas of membership, partnerships, student participation, the certified budget and evaluation officer certification program, and sponsorships. In addition to the key questions associated with each goal, we listed out the objectives and performance measures that would allow us to measure our progress over the next three years.

The next few months involved fine tuning goal statements and performance measures and we held a final discussion in the fall at our board meeting on September 21, 2018 in Charlotte, North Carolina. The draft plan was then submitted to the NCLGBA listserv for feedback from our membership, and final adjustments were made prior to adoption in December 2018, prior to the start of the winter conference.

Next Steps

The nature of the goals and performance measures will require additional work from the current and future boards. Our intent is not to simply put this plan in a drawer to collect dust until a future board wants to update it again. We will provide updates on our progress at least one per year, either during the business lunch or via concurrent session at the summer or winter conference. We welcome and encourage input from all of our members, and if you want to be more involved, please reach out to myself or any of the other board members.

Stephen Hawryluk, NCLGBA President