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CHAPTER ASSESSMENT AND PLANNING SESSION HANDBOOK 14901 East 42nd Street South Independence, MO 64055 Phone: 8163738667 Fax: 8163735975 www.apo.org 2008 SUGGESTED SESSION AGENDA SECTION TIME (IN MINUTES)
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How to fill out chapter assessment and planning:

01
Start by reviewing the purpose and objectives of the chapter assessment and planning.
02
Gather relevant data and information about the chapter, such as membership statistics, financial reports, and any recent chapter activities.
03
Analyze the data to identify strengths, weaknesses, opportunities, and threats (SWOT analysis) for the chapter.
04
Based on the SWOT analysis, set specific goals and objectives for the chapter's future growth and development.
05
Develop strategies and action plans to achieve the identified goals and objectives. Consider factors such as membership recruitment and retention, fundraising initiatives, event planning, and community engagement.
06
Prioritize the strategies and action plans based on their feasibility and potential impact on the chapter.
07
Assign responsibilities to specific individuals or committees within the chapter to ensure accountability and effective implementation of the action plans.
08
Create a timeline and milestones for the implementation of the action plans, and regularly review and track progress towards the goals.
09
Continuously monitor and evaluate the effectiveness of the chapter assessment and planning process, making adjustments and improvements as needed.

Who needs chapter assessment and planning:

01
Newly established chapters or chapters undergoing significant changes or challenges can benefit from chapter assessment and planning to chart a clear path for growth and success.
02
Chapters that want to improve their performance, increase member engagement, and enhance their impact in the community can use chapter assessment and planning to identify areas of improvement and develop effective strategies.
03
National or regional associations or organizations overseeing multiple chapters can utilize chapter assessment and planning as a tool to assess the overall health and performance of their chapters and provide support and resources accordingly.
04
Chapter leaders, executives, and board members who are responsible for guiding and overseeing the chapter's activities can greatly benefit from the insights and direction provided through the chapter assessment and planning process.
In conclusion, chapter assessment and planning is a valuable process that helps chapters identify their strengths, weaknesses, goals, and strategies for future growth and success. It is beneficial for newly established chapters, those seeking to improve their performance, as well as national or regional associations overseeing multiple chapters.
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Chapter assessment and planning is a process of evaluating the performance and future goals of a specific chapter or organization.
The leaders or members of a chapter or organization are usually required to file chapter assessment and planning.
Chapter assessment and planning can be filled out by gathering relevant data, analyzing it, setting goals, and creating a strategic plan for the future.
The purpose of chapter assessment and planning is to assess the current status of the chapter, identify areas for improvement, and develop a plan to achieve future goals.
The information reported on chapter assessment and planning may include financial data, member engagement, event effectiveness, and progress towards goals.
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