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HORIZON PLAN

 

 

 

PENNSYLVANIA COUNCIL OF NAIW

HORIZON PLAN & MISSION STATEMENT

 

NAIW is known for fostering an avenue for the development of leadership skills our members can use within NAIW and in their careers.

 

The following Horizon Plan is the strategy the Pennsylvania Council of NAIW will focus on in the next year.  This is a work in progress, designed to ensure the future of our organization.  It should be reviewed and updated each year as we achieve goals and create new ones.  We need to continue to strive for success, and to follow the Pennsylvania Council of NAIW Mission Statement: 

 

  

To act as a liaison between

our local associations and all levels of our organization.

 

To promote personal and professional development.

 

To empower each of our individual members

to reach their full potential through quality education,

networking, and leadership development opportunities.

 

 

 

Horizon #1

Membership Development & Retention

 

 

Continue communication with local members to ensure that they see themselves as members of a greater part of NAIW at the state level

  1. Send council newsletters to PA members

  2. Encourage attendance at Council Day meetings

 

Share ideas with local associations/members to promote belonging as “good business.”

  1. Help associations to show their employer’s the benefit of their belonging and gain their employers’ support – make sure each association has a copy of NAIW’s “How To Gain Employer Support” 

 

Promote involvement in activities, education, and local and state meetings. 

  1. Ensure that meetings and activities offered are of interest to the largest majority of members

  2. Encourage open planning for group room and travel accommodations to attend conferences to allow for more members to attend conferences by sharing expenses  

 

Assist local associations in organizing new local chapters in their area

 

Develop a list of NAIW information for a member packet (schedule of regional, state and national conferences with brief descriptions; tracking your achievement record sheet; etc)

  1. Provide links on the list to the NAIW documents

 

Assist associations in developing retention tracking

  1. Encourage associations to  develop methods of following up with non-renewing members *

a. Follow-up with renewal reminders

b. Contact inactive members

c. Develop a survey for non-renewing members to complete to determine why they are not renewing

 

         *those associations that are on direct bill will experience a lag time as dues are paid direct to National

 

 

Horizon #2

Education

 

Promote continuing education to membership

  1. Develop and maintain a list of instructors who are available within the state of Pennsylvania and the subjects or seminars and CE courses they can teach

  2. Assist local associations with their individual educational plans, such as “how to set up educational courses” for their members and other insurance professionals

  3. Promote NAIW designations

         a. Encourage local associations to have 1 course each year related to an NAIW designation

         b. Provide a link on the council’s website to requirements and applications for NAIW designations

 

Offer educational scholarships on the state level

  1. Find sponsors on an ongoing basis.

         a. Solicit businesses in the industry

         b. Solicit partners of the industry (car rental agencies, glass companies, etc)

               c. Local association sponsors (in memory of members who have passed)

               d. Piggy bank funds from the local associations          

   2.  Have the education committee responsible for the guidelines, judging, and sponsors

 

Make information available to members with regards to the scholarships available through the Insurance Scholarship Foundation of America (ISFA) - formerly the Education Foundation

  1. Provide instruction on applying for the scholarships

  2. Provide a link to the ISFA

 

Set up a state library of NAIW 30 Minute Programs and other NAIW programs that local associations may borrow and use on the local level

  1. Update on an annual basis the contact person/information for the programs on the council website

 

 

 

 

Horizon #3

Leadership Development

 

Mentor upcoming officers so they are prepared for their NAIW journey.

  1. Offer Leadership Development course at Council Weekend or Mini Board

  2. Promote smooth transition of leadership via a summer Council exchange meeting and Local President Training Session

  3. Encourage a mix of both new and seasoned members on each standing committee for continuity and leadership development

 

Report on all conferences (state, regional, national and mini board) in the Council newsletter to keep all members informed.

 

Encourage members to enhance communication skills necessary for leadership

  1. Enhance verbal and presentation skills by participating in CWC class and speakoff

  2. Enhance written skills by contributing to the newsletter on the local and state levels

 

 

Help associations reach their leadership goals.   

  1. Provide encouragement to members to chair or co-chair committees

 

 

Horizon #4

Strategic Partnering

 

Encourage sharing information between local associations

  1. Plan joint meetings

  2. Plan a combined CE class, NAIW course

  3. Plan a combined social

  4. Share newsletters among associations

 

Increase communication between Council and all local association chairs 

  1. Provide Council Chairs contact information to all local chairs

  2. Provide a committee-only newsletter on a regular basis and/or host a lunchtime/after work conference chat

 

Encourage local associations to partner with companies representing the insurance industry.

  1. Identify existing partners

  2. Share speakers

  3. Share education programs

 

 

Horizon #5

Technology

 

Continue development of a council web site and updates

  1. Have a Welcome message from the council director on the site

 

Work with local associations that have web sites to include council officers, council award winners, and council news.

 

Develop council newsletter into an electronic format 

 

Promote the use of the National website

  1. Publish website link each month in the newsletter

  2. Encourage members to access the website for award forms, conference updates, President’s Notes, etc.

  3. Promote NAIW designations by providing a link to NAIW’s requirements and applications

  4. Provide a link to ISFA

 

 

 

 

 

Last Updated:  October 20, 2008

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