Strategic Plan

Objective 1

Improve Systems and Data Utilization

1.1 Successfully implement Slate as the organization’s primary CRM to streamline member engagement, communications, data tracking, and reporting 

1.2 Create consistent, reliable, and accessible data systems to inform strategic decision-making and improve organizational effectiveness 

1.3 Migrate to Google Workspace for website, organizational emails and document sharing across committees 

Objective 2

Evaluate and Revise Organization Policies & Procedures

2.1 Ensure all organizational policies are current, compliant, transparent, and aligned with best practices for nonprofit governance and operations. 

2.2 Create clear, documented procedures that ensure consistency, continuity, and transition of organizational knowledge 

Objective 3

Financial Responsibility

3.1 Develop, approve, and implement a detailed annual operational budget that aligns financial resources with strategic priorities and programmatic goals. 

3.2 Increase financial resilience by reducing reliance on any single revenue source and expanding diversified funding streams 

3.3 Create financial safeguards to ensure organizational continuity and stability during revenue fluctuations 

Objective 4

Increase Member Engagement and Development Opportunities

4.1 Grow participation and leadership involvement among high school counselors to ensure their perspectives and needs are central to the organization’s work. 

4.2 Improve communication strategies to foster a stronger sense of professional community and year-round connection 

4.3 Continue to diversify professional development opportunities that fill current gaps