Annual Planning

Annual planning is important to a successful year! Make sure to develop an annual plan that includes goals, budgets, leadership and membership updates, and other resources. You and your Chapter will want to regularly check in on the plan to keep on track and plan for the future. This can also be used as a great tool during leadership transitions.

Creating a Plan

When planning for the year, think about what you want to do as a Chapter. Some things to consider are: What are the needs of your Members? What can you do to meet those needs? How is your Chapter’s leadership team set up to achieve your goals? What is your leadership team interested in doing? What is your budget and how does your funding support your goals? What is your mix of programs and does it meet the needs of your members? We have templates for you to use, including student and professional versions. 

Creating and Tracking Your Plan

Try to plan both a sequence of events and the associated budget to match them. This gives a better sense of a whole year’s worth of programming and if the overall plan makes sense. You can also better see if your spacing of programs makes sense and if there are any potential gaps in your programs and budget. Periodically revisit your Annual Plan, especially after leadership transitions, to make sure your Chapter is on track.

Planning for Transitions

When should you be thinking about leadership transitions? Always! You can groom the next set of leaders throughout the year, any Member could be your next Chapter President! Build in time to regularly elect new leaders and plan for the upcoming year. Determine the term for all leaders and a clear process for identifying and selecting new Chapter Leaders. Most leadership terms last one year. For students, timing your annual leadership turnover for the Spring, when outgoing leaders overlap with incoming leaders, creates the opportunity for training and sharing of knowledge. This overlap also means new leaders can connect with Net Impact Central and their Advisors. For professionals, Chapter Leaders may often hold positions for multiple years, but thinking about your team on an annual basis makes it easier to identify new Members interested in leadership roles.

Don’t forget to let Net Impact Central know about new Chapter Leaders (report changes here). We are also here if you need additional help.

Email us at chapters@netimpact.org with questions or to set up a time to chat!

Here is a sample transition timeline for your reference (using the example of a Spring leadership transition)


Time Action
Fall

Plan opportunities for members to get involved such as joining the leadership team to work on projects (partnering with more senior members of team) and hosting a happy hour where interested members can chat with Chapter Leaders about their roles and experience.

Winter

Begin a leadership outreach campaign. Have leaders think about members who would be a good fit to take over their role.

Late Winter/Early Spring

Select new leaders through elections, applications, and/or interviews; hold a leadership retreat and individual transition meetings with all outgoing/incoming leaders to transfer knowledge.

March

New leaders take their positions with support from outgoing leadership.