Wisconsin Chapter of CLMA Strategic Objectives – Year 2008 Revised October 2007 The Wisconsin Chapter of CLMA has evaluated its highest priority strategic objectives and lists these as our top three: 1. Education 2. Membership 3. Communication and Networking Other lesser priority objectives have been identified and are noted in this document. 1. Education(Program Committee): Develop, implement, and promote educational programs for WI-CLMA members. Continuously evaluate and direct programs for the educational needs of our membership through an annual survey (educational program evaluations). Continue an Education Scholarship fund. 2. Membership(Membership Committee): Develop membership recruitment and retention plan. Promote members through recognition for their consecutive years of service. 3. Communication and Networking (Website committee): Maintain our Chapter Website. The webmaster under the direction of the board will oversee website development, use, and security. The webmaster will develop Internet capabilities to include information dissemination, surveys, and advertising. 4. Collaboration (Board): Consider collaborative meetings with other organization or other chapters. Participate in multi-organizational committees or taskforces that operate in the healthcare arena. Collaborate with other organizations and vendors on healthcare policy issues. Provide opportunities for vendors to participate in chapter activities. 5. Leadership, Planning, and Organization (Board): Maintain by-laws to coincide with the International CLMA organization. Maintain a strategic plan with annual review. Maintain leadership succession plans within the chapter. Review job descriptions for officers, board members, board liaisons, and committee chairs bi-annually. Insure compliance with Chapter Success Standards Sponsor the WI Chapter President and President- elect (or substitute board member) to the Council of Chapter Leaders meetings 6. Financial Management(Board): Have annual audit of WICLMA chapter finances. Prepare annual budget in conjunction with review of strategic plan. Maintain not for profit status and file annual report with Executive Office of CLMA per core requirements. Maintain fiscal solvency. 7. Healthcare Policy (UGS committee, WPS committee): Maintain regular communication with WPS and United Government Services to raise questions and get information for our members. This is published on our webpage. Maintain a link with CLMA Healthcare Policy Committee.