(Appendix 5.3 Continued)

VASFAA

 

BOARD - COMMISSIONER - COMMITTEE PLANS & REPORT FORM

(Add additional objectives and status reports as needed)

Committee:  Strategic Planning Committee                                                       

Commissioner/Board Position:  Pat Kelly – President Elect                                    

Year (e.g., 2005-06):  2006-07                                                                                                     

Committee Members:       

Lefter Daku, Virginia Tech – Chair

Delores Bright, Old Dominion University

Karen Bucher, Lord Fairfax Community College

J Vern Fairchilds Jr, Bridgewater College

Timothy Golden, Virginia Military Institute

 

 

 

Standard Goal 1:  Promote components of the current Strategic Plan through Board, Committee Chair and membership actions. . [Strategic Plan 1.0, 2.0, 3.0, 4.1A (2,4), 4.1C (1-4)]

 

Objective 1 (HOW the committee plans to achieve the stated goal):

Assess the standing committees’ objectives and their corresponding activities during 2006-2007 as related to the Strategic Plan 4.5a (1-4) Professional Development. [Committees to be assessed: Diversity, Electronic Services, Membership, Newsletter, Site Selection, Training, Sector, Awareness]

 

 

 

Status Reports of Objective 1 (Please report your progress toward achieving the stated goals – this is where the committee provides updates to the Board, including any suggestions or modifications to the goal and/or the Strategic Plan):

 

Date:  10-13-2006

Report:

 

            Last year, the Strategic Planning committee initiated an evaluation of standing committees’ objectives, which interface with the professional development component of the Strategic Plan. Some preliminary data were collected and analyzed. However, the data collected were incomplete partly due to the timing of work related to each committee as the year proceeded. The assessment process for this year will make use of the last year data and will include a survey of the current committee chairs on this year activities as related to professional development issues. Therefore, for the most part, the objectives for this year follow the same line as last year in order to complete this important assessment project. However, a new dimension has been added to this project and that is the professionalism value. We need to examine how each activity during the 2006-2007 year and beyond can be structured to best meet the needs of our profession. But professionalism is not an end in itself. It serves a great purpose. It makes us, the financial aid officers, be the best we can be to provide a quality service to most important customers we serve: our students.

 

As of October 10, 2006, the strategic planning team includes Delores Bright, Old Dominion University; Karen Bucher, Lord Fairfax Community College; J Vern Fairchilds Jr, Bridgewater College; and Timothy Golden, Virginia Military Institute. Because of the limited budget, during the Board meeting in May 2006, it was planned that the first committee meeting take place in Williamsburg, VA while attending VASFAA Leadership Symposium. However, so far only Pat Kelly, J. Vern Fairchilds, and I have confirmed participation in this Symposium. Under these circumstances, the first committee meeting most likely will take place in the form of a conference call in November. The details of this virtual meeting will be worked out while Pat, Vern, and I meet in Williamsburg next week.

A second meeting would probably take place next year in March or early April. Last May, I asked for an increase in this year’s SP committee budget. A $250 budget is not enough even for one meeting given the dispersed location of the committee members. I would appreciate a positive response to this request.

 

 

Date:  1-29-2007

Report: The first committee ‘meeting’ through a conference call will take place in the second or third week of February. The conference call initially planned to take place last November was postponed for two reasons. First, many of the VASFAA committees had not posted the goals and objectives for 0607 by that time (some have not done so even to this date). Second, the Strategic Planning committee is supposed to evaluate other committees’ goals and objectives based on the annual activities that have already taken place. Because of this, a time lag in Strategic Planning committee’s activities is needed to allow time for other VASFAA committees to accomplish the stated objectives.

            A draft agenda along with the documents to be discussed in February’s conference call is in the final stages. Tasks with regard to conducting a survey with the committee chairs about the professional development issues will be assigned to each committee member. The survey findings and an assessment of the perceived gaps between the 2006-2007 committee objectives and the current Strategic Plan will be discussed in a separate committee meeting to take place in Richmond or some other place in April 2007. In order for the latter to happen, a budget increase is needed. Pat Kelly, our commissioner will present a written budget request in the January 31’s VASFAA Board meeting.

 

 

 

 

 

Objective 2 (HOW the committee plans to achieve the stated goal):

Assess the standing committees’ objectives and their corresponding activities during 2006-2007 as related to the Strategic Plan 4.5b (1-4) Professional Development. [Committees to be assessed: Conference, Diversity, Electronic Services, Secondary School Relations, Awareness]

 

Status Reports of Objective 2 (Please report your progress toward achieving the stated goals – this is where the committee provides updates to the Board, including any suggestions or modifications to the goal and/or the Strategic Plan):

 

Date:  10-13-2006

Report: See status for objective 1

 

 

 

Date:  1-29-2007

Report: See updates for objective 1

 

 

Objective 3 (HOW the committee plans to achieve the stated goal):

Assess the standing committees’ objectives and their corresponding activities during 2006-2007 as related to the Strategic Plan 4.5c (1-4) Professional Development. [Committees to be assessed: Conference, Federal Relations, State Relations, Training]

 

Status Reports of Objective 3 (Please report your progress toward achieving the stated goals – this is where the committee provides updates to the Board, including any suggestions or modifications to the goal and/or the Strategic Plan):

 

Date:  10-13-2006

Report: See status for objective 1

 

 

 

Date:  1-29-2007

Report: See updates for objective 1

 

 

Standard Goal 2: Evaluate annually the established goals and objectives of committees and standard goals to ensure that they support the current Strategic Plan and report incongruencies to the Board. [Strategic Plan  4.4A (1), 5.0A (1-3)]

 

                                                                     

Objective 1 (HOW the committee plans to achieve the stated goal):

Prepare a status report about how the VASFAA standing committees’ current year activities contribute toward enhancing the Professionalism value and the Professional Development component of the Strategic Plan.

 

 

Status Reports of Objective 1 (Please report your progress toward achieving the stated goals – this is where the committee provides updates to the Board, including any suggestions or modifications to the goal and/or the Strategic Plan):

 

Date:  10-13-2006

Report: No status to report

 

 

Date:  1-29-2007

Report: No status to report

 

 

Objective 2 (HOW the committee plans to achieve the stated goal):

Prepare a report on perceived gaps between the 2006-2007 committee objectives and the current Strategic Plan.

 

Status Reports of Objective 2 (Please report your progress toward achieving the stated goals – this is where the committee provides updates to the Board, including any suggestions or modifications to the goal and/or the Strategic Plan):

 

Date:  10-13-2006

Report: No status to report

 

Date:  1-29-2007

Report: No status to report

 

 

BUDGET

                        Item (Broad general categories)                                                  Cost

                                                                                                                                               

                                                                                                                                               

                                                                                                                                               

                                                                                                                                               

 

Board Approved Amount:        $250

Date:                                        May 22, 2006

(Use separate sheet if necessary.)