Vision 2005: be effective, stay effective: building on six decades of TEI education, networking, and advocacy.August 10, 2004 These goals and objectives were approved by TEI's Board of Directors on August 10, 2004. Be Current, Stay Current ... Through Quality Education Programs on Tax Developments and Tax Management Issues * Hold high-quality conferences, seminars, and courses [] At conferences, fine-tune industry sessions and evaluate limited-attendance workshops [] Evaluate senior executive conference and, if appropriate, schedule future program [] Proceed with distance-learning opportunities, including telephone seminars and webconferences * Complete corporate tax department survey and distribute results * Evaluate efficacy of salary survey Be Connected, Stay Connected ... by Enhancing Member Communications and Strengthening Network of Tax Professionals * Rollout new Internet See Web 2.0 and Internet2. presence, including chapter websites [] Enhance content and currency of website and develop integrated communications strategy involving the website, e-mail, and TEI's print communications (including The Tax Executive magazine) [] Train chapter website administrators and members [] Develop strategy for communicating value, content, and operation, including demonstration at 2004 Annual Conference * Enhance role of Regional Vice Presidents and Chapter Representatives as link between TEI 1. (communications) TEI - Terminal Endpoint Identifier. 2. (text, project) TEI - Text Encoding Initiative. and members [] Develop template (1) A pre-designed document or data file formatted for common purposes such as a fax, invoice or business letter. If the document contains an automated process, such as a word processing macro or spreadsheet formula, then the programming is already written and embedded in the for use by chapter representatives in sharing results of Board meetings [] Hold one or more telephone/Internet conferences with Board of Directors Be a Voice, Have a Voice ... Through Enhanced Advocacy * Refine strategy for TEI's involvement in legislative and policy matters [] Develop process for establishing and managing priorities [] Clarify appropriate balance of involvement in legislative, policy, regulatory, and administrative issues and proper mix of direct advocacy and information sharing See data conferencing. [] Expand state and local activities, including liaison activities * Encourage greater member involvement in advocacy by more effectively and timely communicating opportunities (via website, e-mail, and other means) [] Enhance timeliness of advocacy updates and alerts [] Enhance communications role of Chapter Representatives [] Develop strategy for involving more chapters (and members) in development of agendas for liaison meetings [] Through Regional Vice Presidents, expand government liaison meetings * Communicate TEI advocacy successes, more timely and effectively, both to members and the public Be Involved, Stay Involved ... By Identifying and Addressing Demographic Trends and Other Barriers to Membership Growth * Analyze demographic trends (at both Institute and chapter level) and develop strategy for attracting and retaining members [] Develop recruitment template for use by chapters [] Analyze structural barriers to membership growth * Continue outreach Outreach is an effort by an organization or group to connect its ideas or practices to the efforts of other organizations, groups, specific audiences or the general public. to new members, at conferences and otherwise * Promote global expansion of TEI in Europe, Asia, and, possibly, Latin America Latin America, the Spanish-speaking, Portuguese-speaking, and French-speaking countries (except Canada) of North America, South America, Central America, and the West Indies. * Explore establishment of new chapters in under-served areas in North America North America, third largest continent (1990 est. pop. 365,000,000), c.9,400,000 sq mi (24,346,000 sq km), the northern of the two continents of the Western Hemisphere. * Consider incentives to new members Be Efficient, Stay Effective ... by Improving Operation and Management of TEI * Clarify and communicate roles of Executive Committee, Officers, Chapter Representatives, and Committee Chairs * Expand and realign re·a·lign tr.v. re·a·ligned, re·a·lign·ing, re·a·ligns 1. To put back into proper order or alignment. 2. To make new groupings of or working arrangements between. staff to address changing Institute needs and programs * Establish formal system of performance measurement and accountability * Address staff and member succession planning Management Succession Planning In organizational development, succession planning is the process of identifying and preparing suitable employees through mentoring, training and job rotation, to replace key players — such as the chief executive officer (CEO) — issues * Assess appropriate role of sponsorship at both Institute and Chapter levels * Analyze possible structural impediments IMPEDIMENTS, contracts. Legal objections to the making of a contract. Impediments which relate to the person are those of minority, want of reason, coverture, and the like; they are sometimes called disabilities. Vide Incapacity. 2. to effective Institute governance Governance makes decisions that define expectations, grant power, or verify performance. It consists either of a separate process or of a specific part of management or leadership processes. Sometimes people set up a government to administer these processes and systems. |
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