WICPA Strategic Plan Update

After reviewing and discussing the 2009 strategic plan five-year vision and one year action steps, related accomplishments, recent and upcoming staff changes, and newly developed plans for membership recruitment and retention, the WICPA will focus on the following strategic goals between September 2010 and September 2011:

Continuing to share with members strategic plan information including activities, accomplishments and new goals on the web site, in publications, and in meetings with members. Significantly expanding the Management Team review of WICPA activities and staff resources to most effectively align staff skills, talents and interests with tasks that most efficiently serve members' evolving needs and the mission of the WICPA. The review will consider a recent staff employment termination, a recent new hire being trained, a pending medical leave, an upcoming management team staff retirement, the resource needs of the new Membership and Marketing Department, and the potential efficiencies from refining the alignment of staff skills with tasks that could more effectively achieve the WICPA's mission and strategic plan goals. Individual department directors will individually review their department tasks and staff, and will meet and collaborate to identify, recommend and implement changes to staff and department assignments and tasks. The Management Team will review the need for additional staff and possible outside resources needed during the 2011-2012 fiscal year to serve members and implement the strategic plan in conjunction with its preparation of the 2011-2012 budget. Individual Management Team members will provide budget estimates for possible increased staff needs, specific job descriptions, and specific tasks to fill projected hours for any recommended staff additions, as well as budget estimates reflecting projected amount a timing of revenue from activities enhanced by additional staff, or efficiencies resulting from improved processes and reallocation of resources that would fund the cost of increased staff within a projected timeframe. Any proposals to increase staff would be included in the budget process that is approved by the Finance Committee and Board in early 2011. Implementing the activities that are recommended in the new membership recruitment and retention plan and the new WICPA branding plan. Continuing to increase the application of technology to deliver information to (and promote information sharing among) members by: Developing a formal written social media plan and staff policy by Dec. 31, 2010 to enhance delivery of timely relevant information to members. Establishing specialized interest groups with expanded use of web site forums and social media. Making available to members a Learning Management System when it is made available to the WICPA through a partnership among the AICPA and state CPA societies. Exploring the use of technology to automate an online member to member consultation directory and a mentorship facilitation vehicle. Continuing to expand specialized web pages, like the new Technical Tax Resources page, and enhanced accounting educators pages. Continuing to fulfill the WICPA Mission with activities supporting advocacy, knowledge transfer, the positive image of CPAs (through branding activities, promotion of accounting careers (including diversity in the profession) and financial literacy