HORIZON PLAN

PENNSYLVANIA COUNCIL OF NAIW

HORIZON PLAN

AND

MISSION STATEMENT

(Revised 10/17/09)

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

The following Horizon Plan is the strategy that 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 association.  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 council level

1. Provide web site address to Pennsylvania members to access council information

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 council 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 associations in their area

Develop a list of NAIW information for a member packet (schedule of regional, council 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

d. Develop a survey for existing members to complete to determine how their

    local association can better serve their needs/interests through meetings,

    education, etc.

         *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 and post information on council web site

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

             NAIW designations

                c. Support educational webinars hosted by NAIW

Offer educational scholarships on the council 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 council 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 (council, 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 speak-off

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

Help associations reach their leadership goals   

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

2. Encourage chair to mentor a new member by co-chairing a committee

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

5. Provide forum for local associations to share their success stories

Encourage communication from local associations to council

1. Provide local association officer and chair contact information

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 (or provide assistance in developing a corporate partnership program if the local does not already have one in place)

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 to provide links to web sites

1. Provide a link on local association web site to council web site

2. Provide association address to council technology chair so a link can be posted on council web site

Continue to post council director newsletter

Promote the use of the National website

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

2. Provide a link to ISFA

Create educational tab on web site

1. Promote NAIW and/or educational classes offered by local associations

2. Post a list of instructors who are available within the state of Pennsylvania and the subjects, seminars and/or CE courses they can teach

3. Provide a link to NAIW’s requirements and applications for NAIW designations

Certain areas of this site have been updated on: March 5, 2010

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