Strategic Plan Action Plan:
The action plan is designed as guide for the Board as it implements the strategic plan over the next five years. The dates should not be viewed as absolute. Some objectives may take less time than expected, while others may need to be delayed due to unforeseen complications. The purpose of the action plan is to provide some sense of the work that needs to be done and the time frame in which the Board feels these can be accomplished. It also serves as a checklist of actions that need to be taken to complete the plan.

Objective Assignment Actions Timeframe
Section 1
1.a. Develop, maintain, and support the Membership Committee's Membership Publicity Plan		 Membership Committee
  • 1. Membership Committee co-chairs will write the plan and present it to the Board at the June 2010 meeting.
  • 2. Enact the plan provisions
  • 3. Membership Committee will review the plan annually.
  • 1. Spring 2010
  • 2. Ongoing 2010-2015
  • 3. Yearly process, summers 2010-2015
1.b. Conduct regular membership surveys Membership Committee
  • 1. Membership Committee will collect suggestions from Board and others for survey questions.
  • 2. Draft survey and submit to Board for approval.
  • 3. Membership Committee will make survey available to members and non-members through archival listservs and NEA website, collect data.
  • Membership Committee will report results to Board and place results on website.
 Yearly process beginning 2010
  • 1. All year
  • 2. July
  • 3. August-September
  • November
1.c. Offer an annual job-shadowing program to archival students attending local/regional programs. Membership Committee
  • 1. NEA will co-promote Simmons SCoSAA job shadowing program.
  • 2. Membership Committee will establish communications with Northeast graduate programs in archives/public history re: shadowing.
  • 3. Membership committee will run NEA job shadowing program throughout the region each spring.
  • 1. 2010-2011
  • 2. 2011
  • 3. 2012-2015
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Section Two
2. a. Develop strategies to increase revenue.		 Board, Treasurer, and Budget Task Force
  • 1. Board set up Budget Task Force
  • 2. Treasurer in consultation with Task Force develops a business plan that includes a set of strategies to increase revenue.
  • 3. Board approves plan and implementation takes place.
  • 1. By Summer 2010
  • 2. By Spring 2011
  • 3. By Fall 2011
2. b. Develop corporate sponsorships for the website, awards programs, scholarships, and other relevant areas. Development Coordinator and Web Committee
  • 1. Development coordinator in consolation with the Web Committee develops criteria for corporate sponsorship of the website.
  • Development Coordinator in consultation wit the Board comes up with a list of other possible opportunities for corporate sponsorship and develops criteria.
  • 3. Works with vendors to set up corporate sponsorships.
  • 1. By Spring 2011
  • 2. By Spring 2012
  • 3. By Spring 2013
2. c. Create and implement a transition plan between Treasurer office holders. Treasurer and Budget Task Force The Treasurer, in consultation wit the Budget Task Force, develops a transition plan and implements the plan. By Spring 2012
2. d. Establish a corporate credit account. Treasurer Treasurer will investigate what the organization needs to do to set up a corporate credit card account and will report to the Board. By Spring 2011
2. e. Create a scholarship program for funding attendance at NEA meetings. Membership Committee and Treasurer
  • 1. Membership Committee will research similar scholarship programs and write recommended guidelines for board approval.
  • 2. Membership Committee will consult with the Treasurer regarding costs and budgeting the necessary funds.
  • 3. Board will designate a committee to select recipient.
  • 1. By Spring 2011
  • 2. By Fall 2011
  • 3. By Winter 2012
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Section 3
3. a. Communicate events, workshops, meetings, professional best practices and case studies via the internet.		 Web Committee, Education Committee, and Communications Committee
  • 1. The Communications Committee will develop a timeline for announcements and a checklist for publicity in consultation with other NEA committees. The committee will also consult with past Program Committee and Local Arrangements Committee chairs. This plan may be part of the overall comprehensive communications plan.
  • The Web Committee will work out the technical issues related to making it possible to implement those types of communications the Board decides should be highest priority.
  • 1. Report at Winter Board meeting 2012
  • By Winter 2013
3. b. Promote the use of the online membership directory. Membership Committee, Web Committee and Nominating Committee
  • 1. Membership Committee will alert members about the directory though website, listservs, Facebook and the newsletter.
  • 2. Membership Committee will demonstrate the directory and individual updating capability at NEA conferences.
  • 3. Membership Committee and Membership Secretary will send regular reminders via listserv asking members to keep membership data current.
  • 3. Membership Committee and Web Committee will explore use of membership directory for online renewals.
  • 1. Spring/Summer 2010
  • 2. Fall 2010 conference
  • 3. 2010-2011
  • 4. 2010, with expectation of implementation in January 2011.
3. c. Create online documentation and communication systems for NEA committees Board, Ad Hoc Committees on Policy and Web Committee
  • 1. Board establishes Ad Hoc Committee on Policy.
  • 2. Ad Hoc Committee Reviews and updates policy documents and presents to the Board for vote.
  • 3. Web Committee investigates and recommends a software solution.
  • 4. Web Committee implements new system.
  • 1. By Fall 2010 meeting
  • 2. By Spring 2014 meeting
  • 3. By Spring 2014 meeting
  • 4. By Spring 2015 meeting
3. d. Develop an electronic records management policy. Board, NEA Archivist, and Ad Hoc Committee on Electronic Records
  • Board establishes Ad Hoc Committee on Electronic Records.
  • Ad Hoc Committee develops a plan and presents it to the Board.
  • 1. By Fall 2011 meeting
  • 2. By Spring 2015
3. e. Provide convenient venues for members to communicate ideas and recommendations to the Board and standing committees. Membership Committee, Listserv Coordinator, and the Web Committee
  • Membership Committee will use annual surveys to collect feedback.
  • Board will develop interest groups around issues of interest and concern, including diversity-related issues.
  • 1. 2010-onward (yearly)
  • 2. 2012
3. f. Develop an online infrastructure that assists members in obtaining financial resources. Communications Committee and Web Committee The Communications Committee will research and develop a list of relevant resources; the committee will also survey the membership (with the Membership Committee) to learn what the membership would like as part of this service. Initial structure and plan for the online service to be presented at the Summer Board meeting 2014.
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Section 4
4. a. Develop and implement a comprehensive communications plan		 Communications Committee
  • 1. The Communications Committee will develop a comprehensive communications plan and submit plan for Board feedback and approval.
  • 2. After Board approval, the committee will develp timelines and strategies for implementation.
  • 1. Present at Spring Board meeting, 2011
  • 2. Report at Winter Board meeting, 2012
4. b. Develop a marketing mailing list. Communications Committee and Development Coordinator The Communications committee will evaluate effectiveness of cur=rent list, clean-up list if necessary, and add information as needed and as informed by their NEA initiatives (such as the diversity goals). The Committee will work with the Development coordinator on the list. Report at Spring Board meeting, 2011
4. c. Create an interactive calendar of events and programs Web Committee
  • 1. The Web Committee will investigate calendar software and will report to the Board.
  • 2. Web Committee will implement new calendar program.
  • 1. By Spring 2012
  • 2. By Sping 2013
4. d. Develp an effective method for reaching people without online access Communications Committee and Membership Committee/Membership Secretary
  • 1. Membership Secreatary and Membership Committee will contact members without email addresses to determine who does not use electronic communication.
  • 2. Membership Committee and Board will determine the extent of the issue and how to reach out to those affected.
  • 3. communications committee will review data gathered by the Membership Committee and will develop a communications plan based on the number of members effected, costs and feasibility
  • 1. Fall 2010
  • 2. 2011
  • 3. By Winter 2013
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Section 5
5. a. Establish organizational roundtables (e.g. on EAD, reference and outreach, museum archives, historical societies, etc.)		 Board and Vice President
  • 1. Vice President will investiage and submit report on a proposed structure to the Board.
  • 2. Board will address by-lays if necessary.
  • 3. First Roundtables introduced.
  • 1. By Winter 2011
  • 2. By Spring 2011
  • 3. By Fall 2011
5. b. Develp informatl social networking opportunities Communications Committee, Vice president, Membership committee, Web Committee
  • 1. Membership committee will enhance NEA website with networking information (info about regional groups and other archival associations, lists of archivists who tweet/blog, etc.)
  • 2. Membership Committee will create Ning site where members can communicate.
  • 3. Communications Committee will work with Membership to publicize new initiatives.
  • 4. VP will develp and schedule events.
  • 1. By Spring 2011
  • 2. By Spring 2012
  • 3. Beginning summer 2012
  • 4. For calendar year 2013
5. c. Evaluate the use of listservs and other tools for enhancing communication amoung the membership. Membership Committee and Listserv Coordinator
  • 1. Membership Committee will survey membership about listservs and other communication methods.
  • 2. Membership Committee and Listserv Coordinaotr will use survey data to propose changes or additional methods of communication to the Board.
  • 1. Fall 2010
  • 2. 2011
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Section 6
6. a. Create an Advocacy Policy		 Board Board will write a policy and vote on it. Summer 2010 Board Meeting
6. b. Expand the awards program Representatives at Large
  • 1. Representatives at Large will develop a plan for expanding the awards program to be presented to the Board.
  • 2. Approapriate committees of officers will implement new award program(s).
  • 1. By Spring 2011
  • 2. By Spring 2013
6. c. Seek collaborative grant opportunities iwth insitiutons and other organizations that bring resources to the region. Board Board will investigate opportunities on-going 2010-2015.
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Section 7
7. a. Create a more robust educational development structure.		 Education Committee
  • 1. Define criteria/terms for stand-alone workshops (see SAA standards for model)
  • 2. Re-examine and redefine mission statement for workshops.
  • 1. By Fall 2011 Board meeting
  • 2. By Winter 2012 meeting
7. b. Expand the number of regional workshops Education Committee
  • 1. Offer at least 2 floating worksops this summer and/or fall.
  • 2. Add additional volunteer(s).
  • 1. By end of 2010
  • 2. By end of 2010
7. c. Develop educational offereing for the web Web Committee and Educational Committee Education Committee will investaigate and recommend ways to present "best practices" FAQs or quides re: basic archival practices. Post on website. By Spring 2014.
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Section 8
8. a. Define the scope of the Outreach Committee		 Board and Outreach Committee Board will work with the Committee to draft a comprehensive job description Fall 2010
8. b. Develop methods to reais the profile of NA within the region. Outreach Committee Outreach Committee will develop a plan. Spring 2011
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Section 9
9. a. Create ongoing relationship with other regional organizations regarding education and advocacy.		 President/Board
  • 1. Board identifies specific organizations.
  • 2. President begins making contact with high priority organizations.
  • 1. By Spring 2011
  • 2. By Spring 2012
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Section 10
10. a. Identify the main 3-5 diversity issues facing the organization		 Board and Diversity Task Force
  • 1. Board appoints a Diversity Task Force
  • 2. Diversity Task Force submits recommendations to the Board.
  • 1. By Spring 2011
  • 2. Within one year of convening
10. b. Articulate what diversity and inclusion mean to NEA Diversity Task Force
  • 1. Diversity Task Force submits a finished draft of a diversity statement to the Board for approval.
  • 2. Board presents diversity statement to the membership for vote.
  • 1. Within 1 year of convening.
  • 2. At Spring 2012 meeting
10. c. Incorporate diversity considerations into committee activities All Committees
  • 1. Committees report their 2-3 ways of incorporating diversit and inclusion in to their activities to the Board.
  • 2. Board considers and approves implementation of specific activities.
  • 1. By Spring 2013
  • 2. By Fall 2013
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