2021 Strategic Planning Session

  • Friday, August 27, 2021
  • 9:00 AM - 2:00 PM
  • Ashton Thomas, 15279 N. Scottsdale Rd., Ste. B2-215, Scottsdale, AZ 85254 with Option to Join Online: https://Zoom.us/Join Meeting ID: 710 131 6685

Registration


Registration is closed

FPAGP Strategic Planning Session

Friday, August 27, 2021

9:00am - 2:00pm

In Person at:     15279 N. Scottsdale Road, Suite B2-215, Scottsdale, AZ   85254

with Option to Join online:  

Join Zoom Meeting

https://Zoom.us/Join

Meeting ID: 710 131 6685

Passcode (if needed): FPAGP

When you log into the Zoom.us website and enter a Meeting ID, the list of call in numbers will be visible to choose from.

Pre-Meeting Preparations

The more prepared we are before the meeting,

the more productive the meeting can be.

Pre-Meeting Action Steps:

Annual Board Self Assessment.

Annual Board Capacity Assessment

  • Using the Survey Monkey tool (links are above), the board Self Assessment takes perhaps 20 minutes, and perhaps 30 minutes time for the Board Capacity Assessment.  
  • In order to facilitate the survey work, access this link to the current Strategic Planning document.
  • Access this link to complete a program planning survey.

Please be sure to complete your surveys by COB Tuesday, August 17, 2021 so that we can share the 2021 summary report ahead of the meeting with all board members.   

We will also create the longitudinal review of the  Board Self and Capacity Assessments, to help us answer this question:  Is our chapter evolving as an organization over time toward a healthier, stronger, more effective non profit?

Thank you ALL for everything that you do to build our Essential Hub!

Best regards,
Financial Planning Association of Greater Phoenix



FPA of Greater Phoenix
c/o Premium Organization
PO Box 4130, Scottsdale AZ 85261

Office Hours:
Mon-Thurs: 9:00AM - 5:00PM
Fri: closed
Phone: 480-483-9035
Fax: 480-922-5283


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