Types of Planning

• Council Annual Planning

• Financial Budget Planning

• Leadership Planning

WHY PLAN

Yogi Berra “ If you don’t know where you are going, How will you know when you get

there

CouncilPlanning

Planning Council Activities

• What is the focus of the council?–What is important this fraternal year?–What is the council identify?

• Selecting what specific activities the council wants to do–What did we do well in the past?–What new activities look appealing?–What fits with council identity?

Tools for Planning Council Activities

• Surge with Service booklet• Columbian Award Form• Calendar• Council survey• Prior experiences & former leaders• Other councils• State council resources

Surge with Service Book

Program & Activity Planner

Member Interest Survey

TOP COUNCIL PLANNERS

• Growth is #1 Priority• Achieve Annual Net Growth• Short & Long Term Goals• Commitment by all Council Officers• Consistent Structure / Program• Council Membership Director is Key• Commitment of Personnel and Resources• Goals Higher than Supreme’s

OTHER COUNCIL PLANNERS

• Inconsistent Council Officer Selection/Progression

• Poorly Defined Council Officer Responsibilities

• Lack of Unity Among Council Officer• Poor Selection of Key Personnel• No Short /Long Term Goals• Lack of Mission/Vision• Focus on Service Programs• Financial Problems

Financial (Budget)

SAMPLE BUDGET EXPENSES

• MEMBERSHIP– RECRUITMENT EXPENSES

• PROGRAMS– ACTIVITIES:

• CHURCH• COMMUNITY• COUNCIL• FAMILY• YOUTH

• PUBLIC RELATIONS– NEWSLETTER– WEB SITE

• MEETINGS– COUNCIL– STATE CONVENTION– REGIONAL/DIOCESAN

SAMPLE BUDGET EXPENSES

• COUNCIL OFFICERS– MEETINGS– TRAVEL

• COUNCIL HOME (IF APPLICABLE)

• OTHER EXPENSES

SAMPLE BUDGET EXPENSES

• COUNCIL DUES x # OF MEMBERS AT BILLING

• TOTAL INCOME FOR OPERATING EXPENSES

• OTHER INCOME IF APPLICABLE

SAMPLE INCOME BUDGET

• MEMBERSHIP TEAMCOUNCIL MEMBERSHIP DIRECTORCOUNCIL RETENTION CHAIRMANCOUNCIL INSURANCE PROMOTIONCOUNCIL CEREMONIALS

• POSTAGE/PRINTING

• WORKSHOPS/SEMINARS

POSSIBLE MEMBERSHIP BUDGET ITEMS

What is Your Financial Health

Total Income

- Total Anticipated Expenses

=

Need additional funds

or

Can Support Additional Activities

LeadershipPlanning

Plan for Council Leaders

• Identify Knights with Leadership

• Keep the Interested People Growing in Columbianism

• Teaching Knights “What to Do”

• Plan for Your Replacement The Talent is in Your Council

Find Knights and Use Wisely

WHY PLAN ?…

• Identify Needs

• Reinforce Strength/Weakness

• Offer to Assist

• Success is a Choice

• Good Plan for You!

• Review Annually!

References

• Additional information can be found in the following sources:

- Grand Knight’s Guidebook (#915-PL)

- Chaplain’s Guidebook (#945-PL)

- Financial Secretary’s Guidebook (#1410-PL)

- Statues, Constitution, and Laws (#30-PL)

- Council Executive Rules

- How to Conduct a Meeting (#483-PL)

- Responsibilities of the Grand Knight (#1937-PL)