Delta Kappa Epsilon International

Chapter Strategic Planning

Delta Kappa Epsilon Fraternity

Why Conduct Strategic Planning?

Struggling to Get-off the Ground?

Already Organically Excellent?

Experiencing Ups and Downs?

Is Your Chapter:

Your situation matters little.

You Can do A LOT Better!

And it’s Not that Hard…

Why Conduct Strategic Planning?

Conduct Strategic Planning Because:

If you’re struggling…• Direction and clarity will finally get you out of that rut.

You can do it, now.

If you’re organically excellent…• You have incredible potential energy, much of which isn’t be

harnessed. You can do even better.

If you’re somewhere in the middle…• You have been searching for a tool to push you toward the

top. This is it.

Strategic Planning

HERE’S AN EASY WAY TO DO IT!

Strategic Planning—Sometimes it can be Hard to Know Where to Start.

Strategic Planning

“A young group must identify Core Values, surround itself with those

values, and then be Visionary. It must envision the ideal chapter 3-5 five years from present and put pen to paper. The process that follows breaks the Vision down into ever-smaller, more tangible

chunks that drive to achieve the Vision.”

Strategic Planning

In Short…

Know your Core Values

Then, Think BIG!

Last, Think S.M.A.R.T.

Strategic Planning

VISUALIZE THE STRATEGIC PLANNINGPROCESS THAT ENDS IN RESULTS

An Easy Way to

Strategic Planning

Vision Statement

Mission Statement

Strategic Initiatives

Goals

Action Items

Core Values Core

Val

ues

Core Values

Results

Strategic Planning

What are ΔKE’s Core Values?Article II, The Constitution of Delta Kappa Epsilon• “The Objects of Delta Kappa Epsilon are the Cultivation of

General Literature and Social Culture, the Advancement and Encouragement of Intellectual Excellence, the Promotion of Honorable Friendship and Useful Citizenship, the Development of a Spirit of Tolerance and Respect for the Rights and Views of Others, the Maintenance of Gentlemanly Dignity, Self-Respect and Morality in All Circumstances, and the Union of Stout Hearts and Kindred Interests to Secure to Merit its Due Reward.”

Strategic Planning

What are ΔKE’s Core Values?

Article II,ΔKE’s Constitution“The Objects”

(1) The cultivation of general literature and social culture,

(2) The advancement and encouragement of intellectual excellence,

(3) The promotion of honorable friendship and useful citizenship,

(4) The development of a spirit of tolerance and respect for the rights and views of others,

(5) The maintenance of gentlemanly dignity, self-respect, and morality in all circumstances,

(6) And the union of stout hearts and kindred interests to secure to merit its due reward.

Always Think Back

to Your

Core Values

Strategic Planning

Envision ΔKE 3-5 Years from Now

Define the desired outcome as a group in your Vision Statement;

“Alignment” must be achieved; that is…

• Must be buy-in and ownership from all parties; • Everyone must be on the same page;• All must be working towards the same end.

Strategic Planning

Vision Statement

Mission

Strategic Initiatives

Goals

Core Values Core

Val

ues

Core Values

• A BRIEF Statement (a few clauses);• About who/where/what you want to be;• Does not need to be specific!;• But it must set a clear direction for the

organization;• A 3-5 Year ending place.

Strategic Planning

Vision Statement

Mission

Strategic Initiatives

Goals

Core Values Core

Val

ues

Core Values

• Example Vision Statement:• “Delta Kappa Epsilon is a diverse

brotherhood of rich and lasting tradition that strives to instill in its members academic excellence, altruism, and social responsibility, while cultivating the leaders of tomorrow.” –Phi Chi, Rutgers

Strategic Planning

IT’S TIME TO SET A MISSION THAT CAN BE ACCOMPLISHED THIS YEAR

So You’ve Defined Your Vision...

Strategic Planning

Mission Statement

---

Core Values Core

Val

ues

Core Values

• A brief, ideal Statement;• Though usually longer or more detailed

than the Vision Statement;• Defines what MUST be done over the next

12 months (to achieve part of the Vision);• Drives towards achieving the Vision.

Strategic Planning

Mission Statement

---

Core Values Core

Val

ues

Core Values

• Example Mission Statement:• “Build and strengthen the Brotherhood

through focused recruitment of quality members, improved academic achievement, the creation of ΔKE’s brand, and improved membership accountability.” –Phi Chi, Rutgers

Strategic Planning

Mission Statement“Build and strengthen the Brotherhood through focused recruitment of quality

members, improved academic achievement, the creation of ΔKE’s brand,

and improved membership accountability.”

Vision Statement“Delta Kappa Epsilon is a diverse

brotherhood of rich and lasting tradition that strives to instill in its members

academic excellence, altruism, and social responsibility, while cultivating the leaders

of tomorrow.”

Efficacy Check

E.g., does the focused recruitment of quality members advance

the cultivation of the leaders of tomorrow? (It does)

Does this Year’s Mission Advance Your Vision?

Strategic Planning

Vision Statement

Mission Statement

Strategic Initiatives

Goals

Action Items

Core Values Core

Val

ues

Core Values

Results

Strategic Planning

Strategic Initiatives

---

Core Values Core

Val

ues

Core Values

• Three to five items;• Necessary and sufficient to achieving this

year’s Mission;• More specific than the Mission;• Must be accomplished within one year;• Not as specific as the subordinate goals.

Strategic Planning

Example Strategic Initiatives

Dynamic Recruitment Initiative• Expand ΔKE’s network and recruit more, high-quality

members.

Academic Engagement Initiative• Engage the University community academically while

stimulating the brotherhood intellectually.

Brand Awareness Initiative• Increase awareness of ΔKE’s brand on campus.

Strategic Planning

NOW IT’S TIME TO GET S.M.A.R.T.

Complete: Create a Vision, Mission and Get Strategic

Strategic Planning

What does S.M.A.R.T. mean?

Must be actionable;SPECIFIC

Must be quantifiable, able to be examined; MEASURABLE

Must be realistic and able to be achieved within the time frame;ATTAINABLE

Must directly/ indirectly achieve the goal or initiative of higher order, drive toward Vision;

RELEVANT

Must have a specific deadline within the time-frame!

TIME-BOUND

Strategic Planning

Goals

---

Core Values Core

Val

ues

Core Values

• Must be S.M.A.R.T.;• Necessary and sufficient to accomplish the

strategic initiative which precedes them;• No limit in number, “what it takes” to

complete the Initiatives;• Still less specific than the subordinate

action-steps.

How Initiatives and Goals “Fit”

Strategic Planning

• Dynamic Recruitment– Initiative: expand ΔKE’s network and recruit more, high-quality

members.• Goal: Meet 500 people;• Goal: Achieve 100% brotherhood participation in extracurriculars;• Goal: Bid 20 students from academic/professional/business societies.

• Academic Engagement– Initiative: engage the University community academically while

stimulating the brotherhood intellectually.• Goal: secure 5 commitments from Professors for Speaker Series;• Goal: achieve attendance of 80% of Greek organizations and 200

unaffiliated students at Speaker Series;• Goal: achieve coverage of Speaker Series in Student News.

Goals are Consistent with,

but More Specific

Than Initiatives.

Must be S.M.A.R.T.

Strategic Planning

Action-Steps

---

Core Values Core

Val

ues

Core Values

• Must be S.M.A.R.T.;• Shows “who,” “what,” and “by when,” etc.;• Translated from higher-order goals;• Make sure a name is attached to each item;

• No limit, “whatever it takes” to accomplish the goal;

• Achieving your Vision begins here!

Strategic Planning

• Dynamic Recruitment Initiative: – Expand ΔKE’s

network and recruit more, high-quality members.

– Goal: Bid 20 students from academic / professional / business societies.

• Action Item: John Doe—Identify all potential societies by 8/1/12;

• Action Item: NAME—Identify and encourage brothers to join societies by 9/1/12;

• Action Item: NAME—Collect names and contact information for all male members by 10/1/12;

• Action Item: NAME—Pair top recruits with P.O.C.s in ΔKE by 10/1/12;

• Action Item: NAME—Have P.O.C.s pre-close their recruits by 11/1/12;

• Action Item: NAME—Deliver membership bids to all closed recruits by 12/1/12.

How Goals and Action-Items “Fit”

Action-Items are the

specific steps that are

needed to accomplish

a given goal.

Must be S.M.A.R.T.

Strategic Planning

RECAP AND FINAL NOTESOrganizational Goal-Setting

Strategic Planning

• Know your Core Values– Start with The Objects, Supplement with

meaningful local values;– Unsure about your direction? Test against Values;

• Define your Vision, first—concentrate to Action-Items;

• Vision and Mission should be idealistic;• Goals and Action-Items must be S.M.A.R.T.

Recap and Final Notes

Strategic Planning

• Strategic planning process must be inclusive;• Participation translates to ownership,

facilitates organizational alignment;• When desired outcomes are not achieved, the

problem is rarely a lack of effort or emotional absence;

• Rather, alignment of people, processes, and outcomes is probably lacking in some way.

Recap and Final Notes

Strategic Planning

• With alignment, every man in the organization can be a leader because they:– Understand the Vision;– Own and support the Vision;– Align their goals and action-steps in a movement

towards achieving the Vision.• Last note:– Be S.M.A.R.T.! Progress starts and stops here.

Recap and Final Notes

Strategic Planning

• Think back to where you were before…

• Which chapter is going to accomplish more?– (1) The chapter that reacts

after events occur; OR– (2) The chapter that

predicts future events, acts on a detailed strategic plan.

• Aren’t you glad you are planning ahead?

Recap and Final Notes

Strategic Planning

• “Building Excellence Through Fail-Safe Leadership.”

• Jack Frost, Phi Chi of DKE, Rutgers ’67• Founder and President, Firm Foundations• http://firmfound.com

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