Planning and Governance Solutions

For more information about any of these sessions, including proposed fees, contact or 312.842.4206

See what others think about Alice Martin’s facilitation of their strategic plan and other Martin Consulting Solutions services.

Strategic Planning Facilitation. Every organization needs to plan for its future, and with NAR’s Core Standards, it’s a requirement to keep your charter. Whether you have a plan  and have met all of the goals, or you’ve never had a plan, a thorough examination or update of where you are and where you want to be is a necessary step to charting a future course for your association’s success. This Solution can be tailored to your needs and can be a one-day session or longer, depending on your needs.

Martin Consulting Solutions offers preparation for, facilitation, and follow-up for a variety of planning models or a combination of several. The processes include: a goals-based, basic model that is typically followed by associations who have no plan or an inactive one; an issues-based process where objectives are developed based on the current, major issues facing the association, often used by those who have limited resources and little success or buy-in with strategic planning to date; an alignment model that is  helpful for associations that need to review their current plan and identify what’s working well and what needs adjustment; or a scenario-based planning that might be used for associations who want to engage in more strategic thinking and can be useful in identifying strategic issues and goals.

All planning sessions will involve some pre-session reading and completion of an electronic survey by members of the planning group. All of these processes will provide for the development or revision of goals and objectives. Martin Consulting Solutions will deliver a completed strategic plan and related report, recommended resources to assist in plan implementation.

What is best for your association? Any or a combination of the above can be tailor-made for your group and fees are reliant on the process that is determined by the association and the facilitator.

Plan Implementation. You have your plan and it looks great. But it’s not moving forward. By consulting with your association or proving an overview with tips, your plan can come alive with accountability and success. We can help you with realistic assignments and deadlines, making sure that your objectives go to the right place with clear direction. Aligning your plan with everything you do is the answer to your success!

Plan to Plan. Planning itself needs preparation. This Plan to Plan Outline is targeted to local association volunteer and staff leaders and provides an overview of strategic planning: its importance, reasons plans can fail, basic plan components, templates, examples and more. Schedule it for your next leadership conference in your state or region.

Facilitating Change. Change! Most everyone has a tough time making necessary change happen. Associations are undergoing major changes just to stay relevant today. Can you do it by waving a magic wand? No, but by using a proven system to move your organization through significant change, you’ll have a better than average change. Schedule a session to learn more about it or make the commitment to do it while we coach you through it.

Member Survey Development and Analysis. A member survey can be instrumental in determining association goals and is ideally completed before a planning session. Martin Consulting Solutions is available to help you develop the survey and assist you in identifying and analyzing key results by examining key member segments to assist you in program development and communication.

Resource:  Ten Reasons Plans Fail and Other Planning Tips. If you are getting ready to develop your plan, or you have one and it’s stuck on “neutral,” some of these tips may help you reach your goals. This short 7.5 minute video explores 10 reasons plans fail, plus gives examples of common association priorities and suggestions for plan implementation. Perfect for staff and volunteer and planning committees.  Look for other planning resources here.

Governance and Structure Planning. Is your governance built to ensure your association is able to most effectively carry out your goals and objectives and move you into the future you want? Or are you bogged down with processes and structure you developed decades ago. Martin Consulting Solutions can help you audit your current board, committee and staff structure through surveys and analysis and help you identify desired and necessary changes.

Organizational Assessments (aka Structural Audits). An organizational assessment (audit) involves a thorough review of the association’s governance, staffing, services, communications, facilities, and technology. It’s an intensive evaluation of how the association is best positioned to meet its mission and provides necessary and relevant services to its members. The assessment will require extensive preparation by both association staff and the consultant prior to the onsite audit, and at least two days of onsite work by the consultant who will meet with volunteers and staff, evaluate documents and systems, and examine facilities. Both association staff and volunteer leaders will have responsibilities during the onsite assessment (interviews and meetings).

Collaboration and Shared Services. Today’s associations are constantly looking for ways to reduce expenses without decreasing valuable programming. Learning ways that you can share your services with other associations may be the answer. Shared services is not about mergers – it’s about collaborations, partnerships, and other mutually beneficial relationships among REALTOR® associations that enhance the level of service to all members and increase the association’s efficiency and productivity. Martin Consulting Solutions can help you explore ideas and develop plans to make this work for you! Schedule a workshop in your state to assist local associations to begin discussions or put one together for your region.

NAR Association Models Planning Tool Facilitation. This solution provides for:

  • Consultation using NAR’s REALTOR® Association Models Planning Tool
  • Half-day, on-site facilitation of the Models Planning Tool to assist your leadership team or Board of Directors in collectively determining the association’s operating philosophy and future direction.

Ensuring Relevance is Part of Your Association’s Future. Hands-on implementation of some of the great ideas from governance to an evaluation of your products and services mix suggested in the books by Harrison Coerver and Mary Byers that help associations work toward more relevance in today’s world. Stand alone or in conjunction with 1.5 – 2 day planning session.