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PRESIDENT GOALS
Mission:
To revitalize and energize the association by providing more comprehensive communication to the members in terms of improved newsletters, speakers, and educational seminars, which should assist in increasing membership and revenue.
Continuing Goals:
- Membership
a. Revitalize existing membership/organization
b. Bring back energy and interest
c. Salvage membership moral
d. Target new members
- Committees
a. Ensure Education Committee is providing seminars appealing to our Associate Members
b. Evaluate committee chairs/energy/ideas
- Income
a. Research ideas for additional income
b. Promote additional luncheon/newsletter/event sponsors
Specific 2004 Goals:
Goal: Re-Vamp Newsletter
- Create committee
- New ideas for articles
Specific 2005 Goals:
Goal: Update and amend By-Laws (see detail outline following this summary)
- Create task force and include past-presidents and attorney (member)
- Finalize by April, 2005 luncheon
Goal: Create additional member function(s)
- To create additional revenue
- To provide additional networking opportunities
- To expand our functions
- Ideas: Wine tasting event, ski trip, Giants or Sharks game
Diane Blake, President
VICE PRESIDENT GOALS
Mission:
Support the current President in their role of guiding the chapter and supporting the various committees in promoting education, increasing membership, advocacy, networking and charitable endeavors.
Specific 2004 Goals:
- Goal: Conduct joint chairs meetings two times per year, one in the spring and one in the fall.
- Goal: Follow-up on the membership survey completed in January/February timeframe by interviewing and meeting with other consulting firms that could do this on an annual basis for our organization. Budget in 2005 for this expense.
Specific 2005 Goals:
- Goal: Conduct joint chairs meetings two times per year, one in the spring and one in the fall.
- Goal: Conduct another membership survey; analyze the data; use that data to refine our goals going forward and implement new programs and/or processes to better service our membership.
- Goal: Attend the winter business conference and the annual building awards and trade show at the national level.
Kathy Tate, Vice President
SECRETARY GOALS
Mission:
The Secretary’s role is to keep an accurate accounting through written minutes from all Executive Committee and Board of Director meetings.
General Goals for 2004 – 2005:
- Improve communication throughout the organization.
- Move the organization towards web based communication.
- Improve website visibility, usability and number of monthly hits.
- Organize annual board retreats.
Specific 2004 Goals:
- Goal: Help coordinate a retreat date, time and location. Retreat will occur before the end of June 2004
- Goal: During the retreat, help facilitate Board Orientation by bringing in a professional facilitator.
- Goal: During the retreat, help the Board to develop its goals and objectives for the upcoming year.
- Goal: Work with BAE to have monthly board minutes posted on the BOMA-SV website within two weeks after being approved.
- Goal: Work with BAE and other Board Members to have the website updated by August 2004.
General 2005 Goals:
- Goal: During the retreat, help the Board to develop its goals and objectives for the upcoming year, using the completed SLRP as a broad guide.
Michael Foster, Secretary
TREASURER GOALS
Mission:
To review and report the financial status of the organization to make sure we are being fiscally responsible to our members. To help grow the organization in a prudent manner, taking an overview to all events and committee activities.
Continuing Goals:
- Work with BOMA office and CPA to produce monthly variance reports in a timely manner.
- Work with BOMA office to develop quarterly forecast and review.
Specific 2004 Goals:
- Goal: Work with Executive Director and Outside CPA to establish tighter control in office accounting through formal set of policies and procedures by October.
- Goal: Work with outside CPA to convert chart of accounts to be consistent from the budget to the Quickbooks reports by end of October.
Specific 2005 Goals:
- Goal: Work with Executive Board to establish a Sherrie Dunn Scholarship Committee. The committee would develop and implement the criteria and parameters for distributing the scholarship funds for various BOMA activities.
Comments:
At the time of this writing, we do not have a monthly variance report form that is automatically generated through Quickbooks. My hope is that this form will be established prior to the end of my term.
Yolanda Faile, Treasurer
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