Strategic Planning Assignments

Association for Manufacturing Excellence—August 2014 and November 2013—6M + budget, 18+staff

Contact:

Dale Gehring,

President

Dale.Gehring@escocorp.com

1.503.778.6366

 

Services rendered by Stephen C. Carey, Ph.D., CAE, Karen Clayton, CAE and Len Rickman, MS: Conducted a search for AME’s new President an CEO, conducted qualitative and quantitative research with members to align goals with the association’s goals. Assisted in the reconstruction of the bylaws to revamp structure of the governance units and management. Conducted a review, benchmarking, assessment and facilitated the development of a plan for AME’s consideration as to whether they will remain self-managed or move into a managed environment—facilitate a review and creation of association objectives given its current strategic plan. Conducted a management and environmental scan and in-depth interviews in preparation for planning committee and board deliberations.



The Guitar Accessories and Manufacturers Association—July 2014

Contact:

David A. Lusterman

President,

GAMA

510.215.0011

davidl@stringletter.com

 

Services rendered by Stephen C. Carey, Ph.D., CAE, Karen Clayton, CAE: Conducted a review, assessment and qualitative research (in-depth interviews)and a 13 area environmental scan in preparation for a strategic planning facilitation to assist the association in setting its course for the future. Created the strategic plan with the board and key stakeholders




The American Association of Nurse Anesthetists—July 2014--February 2014—15M + budget, 50+staff

Contact:

Luis A. Rivera, MBA, CAE
Senior Director, State Management Affairs
222 S. Prospect Ave. / Park Ridge, IL 60068-4001

Phone: 847.655.1152

lrivera@aana.com

 

Services rendered by Stephen C. Carey, Ph.D., CAE, Karen Clayton, CAE: Conducted a review, benchmarking, assessment and developed a strategic plan for eight (8) state associations. Worked with each state’s Board of Directors using in-depth interviews, an environmental scan and focus groups, prepared an assessment report for each state followed by a strategic planning session and tactical issue follow-up. Will continue to work with several more states over the next year.

 



The California Association of Flower Growers and Shippers (CalFlowers)—June 2014 2M + budget, 7+staff

Contact:

Michael T. LoBue, CAE
Executive Director

Phone: 847.561.6111

lobue@cafgs.org

 

Services rendered by Stephen C. Carey, Ph.D., CAE, Karen Clayton, CAE: Conducted a review, benchmarking, assessment and qualitative and quantitative survey research and developed a strategic plan for this association. Worked with Board of Directors using in-depth interviews, an environmental scan, focus groups, and a member needs assessment followed by a strategic planning session and tactical issue follow-up.

 



The American College of Osteopathic Surgeons—February 2014 and March 2013—5M + budget, 10+staff

Contact:

Linda Ayers, MHCM, CAE

Executive Director

123 N. Henry Street

Alexandria, VA 22314

(703) 684-0416 x.105

layers@facos.org

 

Services rendered by Stephen C. Carey, Ph.D., CAE, Karen Clayton, CAE,:. Conducted qualitative and quantitative research to prepare the strategic planning committee to discuss the key issues and goals of the association for the next several years. Earlier conducted a facilitation using an environmental analysis base to prioritize key issues and future priorities to set up research later on.

 

 

Specialized Carriers and Rigging Association—November 2013, May 2011, August 2010, August 2009, October 2008 and July 2007 —3M budget, 15 staff-Multiple Assignments

 

Contact:

Joel Dandrea

Executive Vice President

SC&RA

5870 Trinity Parkway, Ste 200

Centreville, VA 20120

703.207.3590

jdandrea@scranet.org
 

Services rendered by Stephen C. Carey, Ph.D., CAE, Karen Clayton, CAE and Len Rickman MS: Conduct the Association’s and the Foundation’s 2013-2017 strategic plans. Assisted the association’s compensation committee in reviewing current benefits and services. Reviewed key association personnel positions, reviewed and evaluated the association and completed a salary and benefits examination of the entire staff to ensure all salaries were in line with like organizations for the Compensation Committee. In 2009 conducted research for (interviews, environmental scan and focus groups) and facilitated the SC&R Foundation strategic plan, and a salary and benefits review.  In 2008, conducted research for and facilitated a strategic planning journey for the association. Conducted in-depth interviews with the staff and other stakeholders, a comprehensive environmental scan, a quantitative survey and plan facilitation and report.   In 2007 conducted a position analysis and compensation review with findings and recommendations to align the association’s compensation system with association industry best practices. Created a best practice bonus system for review by the Compensation Committee based on interviews with a variety of associations to ensure SCRA was competitive in its compensation programs.




Interlocking Concrete Pavement Institute –September 2012--3M budget, 10 staff

 

Contact:                                                                       

Charles McGrath, FASAE, CAE | Executive Director

Interlocking Concrete Pavement Institute

13921 Park Center Road, Ste. 270 | Herndon, VA 20171

703-657-6900              703-657-6900        x209 Phone | 703-657-6885            703-657-6901        Fax 

cmcgrath@icpi.org | http://www.icpi.org

 

Services rendered by Stephen C. Carey, Ph.D., CAE, Karen Clayton, CAE: Conducted research for and a facilitation to create the ICPI  strategic plan. Reviewing the associations membership recruiting and retention plans, dues formulas, scope and mission going forward. Interviewed volunteers and the staff and conducting an 18 area environmental scan and alternative futures scenario planning session.

 



American Medical Informatics Association — Oct 2012/Jun 2005 -- 5M budget, 15 staff—Multiple Assignments

 

Contact:

Kevin Fickenscher, MD

President and CEO

4720 Montgomery Lane - Suite 500

Bethesda, MD  20814

(301) 657-1291 Ext 101 – Office

(301) 657-1296 – Fax

(415) 450-1515 – Mobile

drkevin@amia.org

 

Services rendered by Stephen C. Carey, Ph.D., CAE, Karen Clayton, CAE and Lenard Rickman, MA: Conducted a strategic research, organizational assessment, restructuring and planning assignment for the association complete with interviews, focus groups, a quantitative survey and environmental and web scans, to position the association for future operations. Using an alternative futures approach, the assessment addressed the environment, in which the association was operating and opportunities for improvement in operations, structure and governance for the future through the creation of their new strategic plan. 

 

 

Small Business Legislative Council—July 2012--

 

Contact:

Gerard Murphy, CAE, FASAE

President and President,

Washington Area New Automobile
Dealers Association (WANADA)
5301 Wisconsin Avenue, N.W., Suite 210
Washington, DC 20015
gm@wanada.org
(202) 237-7200              (202) 237-7200      

 

Services rendered by Stephen C. Carey, Ph.D., CAE and Karen Clayton, CAE: Assisted the Council in future strategic issues development and planning. Interviewed members of the EC and the Board and facilitated a full day strategic planning session.

 

Tax Executives Institute—March 2012—7M budget, 20 staff

Contact:

Timothy J. McCormally
Executive Director 
Tax Executives Institute
1200 G Street, N.W., Suite 300
Washington, D.C.  20005-3814
T: 202.638.5601              202.638.5601        x340
M:  703.801.5955              703.801.5955      
tmccormally@tei.org

 

Services rendered by Stephen C. Carey, Ph.D., CAE, Karen Clayton, CAE and Lenard Rickman, MA: Conducted a strategic research and planning assignment for the association complete with interviews, focus groups, a quantitative survey and environmental and web scans, to position the association for future operations. Using an alternative futures approach, the assessment will address the current environment, in which the association operates and opportunities for improvement in operations, structure and governance for the future through the creation of their new strategic plan.

 

American Bakers Association—April 2012—5M Budget—12 staff—1000 Members

Contact:

Robb MacKie                        

American Bakers Association    

O: 202-789-0300              202-789-0300        x114

RMacKie@americanbakers.org

www.americanbakers.org

 

Services rendered by Stephen C. Carey, Ph.D., CAE, Karen Clayton, CAE and Lenard Rickman, MA: Conducting a strategic research and planning assignment for the association complete with interviews, focus groups, a quantitative survey and environmental scan, to position the association for future operations. The assessment will address the current environment, in which the association operates and opportunities for improvement in operations, structure and governance for the future through the creation of their new strategic plan.

 

Association for Prevention Teaching and Research– March 2012, November 2011—2M Budget—10 Staff—3,000 Members—Multiple Assignments

Contact:

Sharon Hull

President

330.907.5532              330.907.5532      

shull1@neomed.edu , or,

Allison L. Lewis

Executive Director,

Association for Prevention Teaching and Research,

1001 Connecticut Avenue, NW, Suite 610

Washington, DC 20036

202.463.0550              202.463.0550        x133 Phone

All@aptrweb.org

 

Services rendered by Stephen C. Carey, Ph.D., CAE, Karen Clayton, CAE and Lenard Rickman, MA: Conducting a strategic research and planning assignment for the association complete with interviews, an environmental scan, and governance and management assessment to position the association for future operations. The assessment will address the current environment, in which the association operates and opportunities for improvement in operations, structure and governance. All functional areas including management, finance, admin, membership, marketing, affiliate operations, conventions and meetings, education and certification will be examined.

 

International Association for the Study of Pain – February 2012, August 2011,—7M Budget—20 Staff—5,000 Members Worldwide—Multiple Assignments

 

Contact:

Kathy Kreiter

Executive Director, or,

Fernando Cervero, MD

President Elect

kreiter@iasp-pain.org

fernando.cervero@mcgill.ca

 

Services rendered by Stephen C. Carey, Ph.D., CAE, Karen Clayton, CAE and Lenard Rickman, MA: Conducting an association management assessment and strategic research and planning assignment for the association complete with interviews, focus groups, an environmental scan, a quantitative survey of members in preparation for an Executive Committee facilitation of the strategic plan going forward. Conducting an operational assessment for the Board using in-depth interviews with the staff and Board and others. The assessment will address the current environment, in which the association operates and opportunities for improvement in operations, structure and governance. All functional areas including management, finance, admin, membership, marketing, affiliate operations, conventions and meetings, education and certification will be examined. Will assist the association to address its headquarters and staffing options for the future as a result of the strategic planning assignment.

 

American Psychoanalytic Association—January 2012, Sept 2011, February 2011—5M budget, 14 staff—2,500 Members—Multiple Assignments

 

Contact:

Dean K. Stein

Executive Director

American Psychoanalytic Association

309 East 49th Street

New York, NY  10017

212-752-0450              212-752-0450       , Ext. 30

deankstein@apsa.org

 

Services rendered by Stephen C. Carey, Ph.D., CAE, Karen Clayton, CAE and Len Rickman MS: Conducting a one year assessment, research and strategic planning and governance assignment using in-depth interviews, focus groups and a quantitative needs assessment survey to prepare the association for their strategic planning program and implementation. Work with the association to link the plan to the budget and tactical initiatives created from priority objectives.

 

 

International Urogynecological Association– Sept 2011, April 2011—4M Budget—5 Staff—3,000 Members Worldwide—Multiple Assignments

 

Contact:

Soren Brostrom, MD, PhD, MPA

Urogynecologist, Associate Professor

Herlev Hospital, University of Copenhagen

Secretary-Treasurer

International Urogynecological Association

Mobile: +45-42454245              +45-42454245      

soren@brostrom.dk

 

Services rendered by Stephen C. Carey, Ph.D., CAE, Karen Clayton, CAE and Lenard Rickman, MA: Conducting a year long strategic research and planning assignment for the association complete with interviews, focus groups, an environmental scan, a quantitative survey of members and affiliates in preparation for a three day board facilitation of the strategic plan going forward. Conducting an operational and governance assessment for the Board using in-depth interviews with the staff and Board and others. The assessment will address the current environment, in which the association operates and opportunities for improvement in operations, structure and governance. All functional areas including management, finance, admin, membership, marketing, affiliate operations, conventions and meetings, education and certification will be examined. Will assist the association to address its headquarters and staffing options for the future as a result of the strategic planning assignment.

 

 

Association of Private Sector Colleges and Universities—November 2011—50 staff –850 Member Institutions

Contact:

Bruce Leftwich

Vice-President, Government Relations

1101 Connecticut Avenue, NW, Suite 900

Washington, DC 20036

Office: 202.336.6801              202.336.6801      

bruce.leftwich@apscu.org

 

Services rendered by Stephen C. Carey, Ph.D., CAE: Conducting a government affairs planning and strategy assignment for the association complete with interviews and a full day program for all of the key industry players to map out strategies in key governmental and regulatory areas.

 

 

National Association of Medical Staff Services—January 2011 /November / September / August / April 2005 –1.8M--5 staff (4 assignments)

 

Contact:

Donna Goestenkors, CPMSM

Past President President, or

Megan Cohen, MPA, CAE

Executive Director

Donna  618.830.0057              618.830.0057       (c); Megan 202.3671220
dgoestenkors@greeley.com 
goosemd@sbcglobal.net

 

Services rendered by Stephen C. Carey, Ph.D., Karen Clayton: Performed a detailed management and governance assessment for the association to benchmark current management and governance operations and operating ratios. Provided suggestions as to how the association could improve its staff management operations, communications with governance components and how to better market the product lines. Conducted a search for a management firm for the association, including preparation of the RFP, interviewing the prospective candidates and facilitating the search process. Also reviewed the certification and educational components of the association and revising the strategic plan. Facilitated an accreditation and expanding membership meeting with the Board.

 

 

NAMM, the International Music Products Association—January 2011—30M Budget—90 Staff

 

Contact:

Joe Lamond

President and CEO

Email: joel@namm.com

Phone: 760.438.8007              760.438.8007        ext. 106

Mobile: 760.801.7942              760.801.7942      

FAX:    760.438.8639

http://www.namm.com

 

Services rendered by Stephen C. Carey, Ph.D., CAE, Karen Clayton, CAE and Len Rickman MS: Facilitating a strategic assessment and strategic plan development assignment with the Board using in-depth interviews, informal focus groups and an 18 area Environmental Pulse Scan to prepare the association for their research and strategic planning programs and implementation. The facilitation is aimed at developing the longer term vision and key action areas for the association. The plan will allow the association to link the key goal areas and prioritized objectives of the association with the budget and operational plan for the coming years.

 

American Society of Military Comptrollers– January 2011, June, 2010, 5M budget—Multiple Assignments

 

Contact:

Al Tucker

Executive Director

415 N Alfred Street

Alexandria, VA 22314
(703) 549-0360              (703) 549-0360      

 

Services rendered by Stephen C. Carey, Ph.D., CAE, Karen Clayton, CAE and Lenard Rickman, MA: Conducting a strategic research and planning assignment for the association complete with interviews, focus groups, an environmental scan, a quantitative survey of members and chapters in preparation for a two day board facilitation of the strategic plan going forward. Conducted an operational and governance assessment for the Board using in-depth interviews with the staff and Board and others. The assessment addressed the current environment, in which the association operates and opportunities for improvement in operations, structure and governance. All functional areas including management, fiancé, admin, membership, marketing, chapter operations, conventions and meetings, education and certification are examined.

 

International Association for Exhibition & Events (Formally NAEM) –January 2011 and October 2007—4M budget, 18 staff—Multiple Assignments

 

Contact:

Cathy Breden, CAE, CMP, COO, and

Steven Hacker, CAE, President

8111 LBJ Frwy

Dallas, TX 75251

972.687.9201              972.687.9201      

Cbreden@iaee.orgshacker@iaee.org

 

Services rendered by Stephen C. Carey, Ph.D, CAE, Karen Clayton, CAE and Len Rickman MS: Conducted an individual and collective board performance appraisal. Created a 45 question customized board evaluation instrument and a 20 question individual evaluation system. Board members sent the instrument back to AMMR and a report was created highlighting strengths and opportunities for improvement.  Conducted a full 18 month strategic assessment using in-depth interviews, focus groups and a quantitative needs assessment survey to prepare the association for their strategic planning program and implementation. Conducted a facilitation with a variety of members in different cities and a facilitated strategic planning team program. The plan will link the objectives of the association with the operational plan for the coming several years.

 

American Urological and Gynecological Association (AUGS) –December 2010, September 2010, July 2008—2.2M Budget –7 Staff—Multiple Assignments

 

Contact:

Michelle Zinnert

Executive Director of AUGS

Phone: 202.367.1235              202.367.1235      

mzinnert@smithbucklin.com

 

Or,

 

Kris Strohbehn, MD

Associate Professor, Department of Obstetrics & Gynecology

Dartmouth Medical School

Director, Division of Urogynecology / Reconstructive Pelvic Surgery

Dartmouth-Hitchcock Medical Center

One Medical Center Drive

Lebanon, NH  03756

(603) 653-9312

FAX (603) 650-0902

Email:  Kris.Strohbehn@Hitchcock.Org

 

Services rendered by Stephen C. Carey, Ph.D., CAE, Karen Clayton, CAE and Len Rickman MS: Conducted a strategic research (interviews and environmental scan and alternative future exercises) and planning assignment and assessment to assist the Board in setting the vision, mission and key goals and priority objectives for the next several years Conducted a full management assessment of the association, currently managed by an Association Management Company (AMC) to assist in bringing the association to the next performance level going forward. Used in-depth interviews with staff and volunteers, a detailed management company review and private label benchmarks and best practices in the areas of finance, personnel and program development to assist in the evaluation.

 

 

American Academy of Home Care Physicians -- 1M—6 Staff—November 2010

 

Contact:

Constance Row

Executive Director

410.676.7966              410.676.7966      

aahcp@comcast.net

 

Services rendered by Stephen C. Carey, Ph.D., CAE, Karen Clayton, CAE and Len Rickman MS: Facilitating a strategic assessment and strategic plan development assignment with the Board using in-depth interviews, informal focus groups, a quantitative web-based survey and an 18 area Environmental Pulse Scan to prepare the association for their strategic planning program and implementation. The facilitation is aimed at developing the longer term vision and key action areas and issues for the association. The plan will allow the association to link the key goal areas and prioritized objectives of the association with the operational plan for the coming years.

 

AGA-- Association of Government Accountants—March 2010, December 2009—5M budget, 30staff

 

Contact:

Relmond Van Daniker

Executive Director

AGA - Advancing Government Accountability

2208 Mt. Vernon Avenue

Alexandria, Virginia 22301-1314

Phone: 703.684.6931              703.684.6931       , ext. 321

Toll Free: 800.AGA.7211              800.AGA.7211      

Fax: 703.548.9367

E-mail: RVanDaniker@agacgfm.org

 

Services rendered by Stephen C. Carey, Ph.D., CAE, Karen Clayton, CAE: Conducted National Executive Committee governance facilitation to identify key issue in the governance and planning areas. Conducted interviews with the volunteer leadership and staff and provided the National Executive Committee with a strategic planning facilitation in anticipation to strategic planning and management research. The facilitation encompassed key 2010 strategic issues associations are tackling, do’s and don’ts and key strategic planning components. Also discussed were management and staff roles in planning and how to measure performance of tactical initiatives against the plan.

 

Specialized Carriers and Rigging Association—July 2010, August 2009, October 2008 and July 2007 —3M budget 15 staff-Multiple Assignments

 

Contact:

Joel M. Dandrea 
Executive Vice President 
Specialized Carriers & Rigging Association 
2750 Prosperity Ave., Suite 620 
Fairfax, VA 22031 
703-698-0291 
(f) 703-698-0297              703-698-0297        
jdandrea@scranet.org

 

Services rendered by Stephen C. Carey, Ph.D, CAE, Karen Clayton, CAE and Len Rickman MS: In 2010 reviewed and evaluated the association and completed a salary and benefits examination of the entire staff to ensure all salaries were in line with like organizations for the Compensation Committee. In 2009 conducted research for (interviews and focus groups) and facilitated the SC&R Foundation strategic plan, and a salary and benefits review.  In 2008, conducted research and facilitated a strategic planning journey for the association. Conducted in-depth interviews with the staff and other stakeholders, a comprehensive environmental scan, a quantitative survey and plan facilitation and report.   In 2007 conducted a position analysis and compensation review with findings and recommendations to align the association’s compensation system with association industry best practices. Created a best practice bonus system for review by the Compensation Committee based on interviews with a variety of associations to ensure SCRA was competitive in its compensation programs.

 

The New York Society of Securities Analysts – June 2010—6.6M Budget –20 Staff

 

Contact:
Nanci D. Morris, CFA 
President
973-635-2557              973-635-2557      
201-400-8672              201-400-8672        cell
nmorris218@msn.com

 

Services rendered by Stephen C. Carey, Ph.D, CAE: Met with the President and key volunteers and the Executive Director and conducted a review of key issues of the Society surrounding Policy Governance and conducted a Board facilitation regarding the revision of its Ends and Means. Assisted the Board in identifying key issues for resolve and developing a road map for creating the focus for the future.

 

National Osteoporosis Foundation–January 2010, September 2009 and May 2009—5M, 20 staff (Multiple Assignments)

 

Contact:

Honorable Daniel Mica

Chairman of the Board, and CEO
Credit Union National Association

1232 22nd St, NW

Washington, DC  20037
Phone: (202) 508-6704              (202) 508-6704      

DMica@cuna.coop

 

Services rendered by Stephen C. Carey, Ph.D., CAE, Karen Clayton, CAE and Lenard Rickman, MA: Facilitated a strategic and operational assessment and intervention with the Foundation using in-depth interviews with the staff and Board and others. The assessment addressed the current environment, in which the Foundation operates and opportunities for improvement in operations, structure and governance. Assisted in the sale of the Foundation’s headquarters building and move to temporary and again to permanent space. Conducted a search for the new Executive Director and facilitated the research (interviews, focus groups and quantitative member/donor needs assessment) and strategic plan and facilitated session to be used to create the strategic plan of the Foundation. Acted as interim supervisors during the initial move and interim after the new Executive Director was selected and when she came on board.

 

Municipal Securities Rulemaking Board—a Self Regulated Organization (SRO)—25M Budget—67 Staff—September 2009

 

Contact:

Harold L. “Hal” Johnson

Deputy Executive Director

1900 Duke St.

Alexandria, VA  22314

703.797.6600              703.797.6600      

hjohnson@msrb.org

 

Services rendered by Stephen C. Carey, Ph.D., CAE, Karen Clayton, CAE and Len Rickman MS: Facilitated a strategic assessment and strategic plan development assignment with the Board using in-depth interviews, an 18 area Environmental Pulse Scan and key staff and board facilitations to prepare the association for their strategic planning program and implementation. The facilitation is aimed at developing the longer term vision and key action areas for the Board. The plan will allow the Board to link the key goal areas and prioritized objectives of the Board with the operational plan for the coming years.

 

Professional Products Association International–May 2009—16M, 75 staff

 

Contact:

Steve Slagle, CAE 
President and CEO

3125 Skyway Circle North

Irving, TX 75038
972.258.3090              972.258.3090      

steves@ppai.org

Services rendered by Stephen C. Carey, Ph.D., CAE, Karen Clayton, CAE: Facilitated strategic assessment research and strategic plan development assignment with the Board using in-depth interviews with the staff and Board, and an 18 area environmental scan to prepare the association for their strategic planning program and implementation. The facilitation was aimed at developing the longer term vision, mission and key goal areas for the association. The plan will allow the association to link the key goal areas and prioritized objectives of the association with the operational plan for the coming years.

 

Women in Aviation, International-- 3M—11 Staff—April 2009

 

Contact:

Dr. Peggy Chabrian

President

937. 839.4647

pchabrian@wai.org

 

Services rendered by Stephen C. Carey, Ph.D., CAE, Karen Clayton, CAE and Len Rickman MS: Facilitating a strategic assessment and strategic plan development assignment with the Board using in-depth interviews, informal focus groups, a quantitative web-based survey and an 18 area Environmental Pulse Scan to prepare the association for their strategic planning program and implementation. The facilitation is aimed at developing the longer term vision and key action areas for the association. The plan will allow the association to link the key goal areas and prioritized objectives of the association with the operational plan for the coming years.

 

Board of Registered Polysomnographic Technologists –September 2008—1M, 4 staff

 

Contact:

John H. Ganoe, CAE 
Executive Director

4800 Greensboro Ave, Ste 300

Tysons Corner VA, 20617
703-610-0263              703-610-0263        (Direct)

jganoe@brpt.org 

Services rendered by Stephen C. Carey, Ph.D, CAE, Karen Clayton, CAE and Len Rickman MS: Facilitating a strategic assessment and strategic plan development assignment with the Board using in-depth interviews, informal focus groups, and an 18 area environmental scan to prepare the association for their strategic planning program and implementation. The facilitation is aimed at developing the longer term vision and key action areas for the association. The plan will allow the association to link the key goal areas and prioritized objectives of the association with the operational plan for the coming years.

 

Academy of Certified Hazardous Materials Managers–September  2008—8.5M budget, 40 staff

 

Contact:

Cedric Calhoun, CAE

Executive Director

9650 Rockville Pike

Bethesda, MD  20814

(301)634-7428              (301)634-7428        (Direct)

 

Services rendered by Stephen C. Carey, Ph.D, CAE, Karen Clayton, CAE and Len Rickman MS: Facilitating and coaching a 5 month strategic assessment and strategic plan development assignment with the Strategic Planning Committee and the Board using in-depth interviews, informal focus groups, and an 18 area environmental scan to prepare the association for their strategic planning program and implementation. The facilitation is aimed at developing the longer term vision and key goal areas for the association. The plan will allow the association to link the key goal areas and prioritized objectives of the association with the operational plan for the coming several years. Also, conducting a governance and leadership training program for the Board.

 

INFORMS---Institute for Operations Research and the Management Sciences –August 2008—8.5M budget, 40 staff

 

Contact:

Mark Doherty, CAE

Executive Director

7240 Parkway Drive, Ste 310

Hanover, MD 21076

443.757.3515              443.757.3515        (P)

mark.doherty@informs.org

 

Services rendered by Stephen C. Carey, Ph.D, CAE, Karen Clayton, CAE and Len Rickman MS: Facilitated and coached a 3 month strategic assessment and strategic plan development assignment with the Strategic Planning Committee and the Board using in-depth interviews, informal focus groups, and an 18 area environmental scan to prepare the association for their strategic planning program and implementation. The facilitation was aimed at developing the longer term vision and key action areas for the association. The plan will allow the association to link the key goal areas and prioritized objectives of the association with the operational plan for the coming several years.

 

Society of American Foresters–June 2008 and October 2007—5M budget, 25 staff—Multiple Assignments

 

Contact:

Michael T. Goergen, Jr.

Executive Vice President and CEO

Charlene Nelson,

Senior Director Marketing and Communications

Society of American Foresters

w: 301.897.8720              301.897.8720        x120

m: 240.475.5741              240.475.5741      

f: 301.897.3690

goergenm@safnet.org

www.safnet.org

 

Services rendered by Stephen C. Carey, Ph.D, CAE, Karen Clayton, CAE and Len Rickman MS: Conduct a full 7 month marketing and membership assessment using in-depth interviews, focus groups, 18 areaEnvironmental Pulse Scan, and a quantitative needs assessment survey to prepare the association for their strategic planning program and implementation going forward. Facilitating the strategic plan of the Society, tying goals and objectives to the annual work plan, and did the executive search for their Vice President of Marketing.

 

Biotechnology Industry Association (BIO) –March 2008—50M budget, 200 staff

 

Contact:

Scott Whitaker

COO

Biotechnology Industry Organization

1201 Maryland Ave, SW

Washington DC 20024

swhitaker@bio.org

202.962.6667             202.962.6667                                                            

 

Services rendered by Stephen C. Carey, Ph.D, CAE, Karen Clayton, CAE and Len Rickman MS: Conducted a full five month strategic assessment using in-depth interviews, focus groups and a quantitative needs assessment survey to prepare the association for their strategic planning program and implementation. The strategic planning program and plan will be a proactive and forward looking vision session. Conducted a facilitation with all governing board sections and assisted in facilitating a strategic planning session. The plan will link the objectives of the association with the operational plan for the coming several years.

 

Kitchen Cabinet Manufacturers Association –January 2008—3M budget, 5 staff

 

Contact:

Janet Titus
Director of Member Services
or Dick Titus

President and CEO
1899 Preston White Dr.
Reston, VA 20191
(703) 674-0358              (703) 674-0358      


Services rendered by Stephen C. Carey, Ph.D, CAE, Karen Clayton, CAE and Len Rickman MS: Conducted a full 4 month strategic assessment and plan using in-depth interviews, focus groups, an 18 area environmental scan and a quantitative needs assessment survey to prepare the association for their strategic planning program and implementation. Conducted a facilitation with the Board. The plan links the objectives of the association with the operational plan for the coming several years.

 

International Registration Plan of the American Association of Motor Vehicle Administrators (AAMVA)—December 2007 / August 2003 / December 2003--$20 Million—100 Staff (Multiple Assignments)

 

Contact:

Joelle Ward

Senior Director of Member Services

International Registration Plan, Inc., or,

Jim Magruder

Chief of Staff,

Arlington, VA 22203

Phone: T: 703-908-2810              703-908-2810      

jward@irpinc.org

 

Services provided by:  Stephen C. Carey, Ph.D., CAE, and Karen Clayton, CAE: Conducted a quantitative needs assessment with qualitative report based on interviews with the Board of Directors. Provided facilitation and governance training services for the Board of Directors at the International Board Meeting.  Facilitation centered on current trends and practices in association governance and management focusing on duties and responsibilities of officers and directors, roles and responsibilities of board and staff operations, dues structure, work processes and policies and procedures, and board logistics and management. In a separate assignment, positioned the Association to restructure its committee governance operations and align operations with strategic and business plans. Developed models, templates and best practices for the Committee Task Force to review in its deliberations.

 

Coalition of Wound Care Manufacturers – December 2007--.5 Million Budget, 1.5 staff

 

Contact:

Marcia Nusgart, R.Ph.

Executive Director>

5225 Pooks Hill Road, Ste. 1626N

Bethesda, MD 20815

301-530-7846              301-530-7846      

 

Services rendered by Stephen C. Carey, Ph.D, CAE, Karen Clayton, CAE: Conducted research in the form of in-depth interviews and an environmental scan in preparation for a strategic planning session for the Coalition to set its course for the next several years

 

Institute of Hazardous Materials Management—October 2007—1M Budget and 5 Staff

 

Contact:

Betty Fishman, MAOM

Asst. Executive Director

11900 Parklawn Drive

Rockville, MD 20850

301.984.8969              301.984.8969      

bfishman@ihmm.org

 

Services rendered by Stephen C. Carey, Ph.D, CAE, Karen Clayton, CAE and Len Rickman MS:  Provided a full strategic planning and research assignment with in-depth interviews, in preparation for a strategic planning session by the Board. Facilitated the strategic planning process and creating of the strategic plan.

 

Flavor and Extract Manufacturers Association of the US—September 2007 and April 2007—3.5M    Budget and 10 staff

 

Contact:

Glenn Roberts

Executive Director

1620 I St, NW Ste 925

Washington DC, 20006

202.293.5800              202.293.5800      

groberts@therobertsgroup.net

 

Services rendered by Stephen C. Carey, Ph.D, CAE, Karen Clayton, CAE and Len Rickman MS:  Conducted a leadership wide facilitation orienting committee chairs and board liaisons with developing the new work plan of the association. Conducted an association needs assessment with in-depth interviews, focus groups, an environmental scan and quantitative survey in preparation for creating the new Strategic Plan. Facilitated the strategic planning process and aligning and linking the plan objectives and tactical initiatives to the annual work plan and budget.

  

Association of Professional Researchers for Advancement—July 2007 / February, 2006—1.1M –4 staff---Multiple Assignments

 

Contact:

Julie Sutter

Executive Director

Ellen Moore

Former Executive Director, or

Pamela Poland, President

Julie—312.673.4829              312.673.4829      

Ellen—312.673.4751              312.673.4751      

Pamela—703.413.5505              703.413.5505      

 

Services rendered by Stephen C. Carey, Ph.D., Jeffery Morrison and Karen Clayton: Conducted a governance structure facilitation to restructure the association for the future. Assisted the association in determining whether to remain a stand alone association or to move to the services of an association management company.  Conducted a governance and management study with benchmarks and best practices for the Board’s consideration in its decision making.  Conducted, concurrently, a strategic planning process to set the association’s course for the future with an environmental scan and quantitative survey as guideposts and data points.

 

 

Marine Technology Society—March 2005, 3M-- 4 staff

 

Contact:

Judith T. Krauthamer

Executive Director

5565 Sterrett Place, Suite 108

Columbia, MD 21044

Phone: 410.884.5330              410.884.5330      

mtsdir@erols.com

 

Services rendered by Stephen C. Carey, Ph.D., Jeffrey Morrison: Conducted a strategic planning assignment for the association. Conducted in-depth interviews with Society leaders and a full environmental scan with MTS stakeholders. Conducted a planning session to identify the vision, mission, goals, objectives and tactical objectives of the association, and worked with the staff to tie the plan together with the annual business plan and budget.    

 

American Orthinologist’s Union – March 2005, August 2004, March 2004—5M, 8 Staff

 

Contact:

Brett Burk

Executive Director

1313 Dolley Madison Blvd, Ste 402

McClean, VA 22101

Phone: 703.790.1745              703.790.1745      

bburk@burkinc.com

 

Services rendered by Stephen C. Carey, Ph.D., Jeffrey Morrison, Karen Clayton, CAE: (January 2005) Conducted an on-line quantitative value equation member needs assessment to identify programs and services of value to members. Revising the programs and services of the association based on member needs.  (August 2004) Conducted an environmental scan and a strategic planning assignment resulting in the AOU’s planning document for the future. Assisted in creating the work plan for the coming year and tying the work plan to the strategic plan and budget. Assisted the leadership in explaining the plan and methodology to the leadership and Society Fellows (400+). (March 2003) Conducted In-depth interviews with the leadership of the association in preparation for an association trends and issues facilitation in the areas of association governance, communications and marketing. Facilitated a meeting of the Board of Directors, presenting a detailed look at the future of professional and scientific societies and their future operations.

 

Society for Competitive Intelligence (SCIP)—January 2004—2.8 Million, 10 staff

 

Contact:

Alex Graham

Executive Director

1700 Diagonal Road, Suite 600

Alexandria, VA 22314

Phone: 703.739.0696              703.739.0696      

agraham@scip.org

 

Services provided by:  Stephen C. Carey Ph.D., CAE and Karen Clayton CAE: Conducted a strategic planning assignment for the association. Conducted in-depth interviews with Society leaders, conducted a planning session to identify the vision, mission, goals, objectives and tactical objectives of the association, and worked with the staff to tie the plan together with the annual business plan and budget.

 

Council of Scientific Society Presidents— December 2004, May 2004, November 2003—Multiple Assignments

 

Contact:

Marty Apple

President

1155 16th St. NW

Washington, DC 20036

Phone: 202-872-4452              202-872-4452        /E-mail: cssp@acs.org

 

Services provided by: Stephen C. Carey, Ph.D., CAE: “By invitation only” presentation to the presidents of the scientific societies in the United States on future issues and trends in association management in the areas of governance, marketing and communications management, and methodologies to assist associations going forward. Invited back for an encore presentation in May and invited back to do an alternative futures strategic planning exercise and presentation next November.

 

PDA, an International Association for Pharmaceutical Science and Technology--November 2004—August 2004—November 2002—8 Million—30 Staff (MULTIPLE ASSIGNMENTS)

 

Contact:

Lance K. Hoboy

Vice President, Finance and Strategic Planning

3 Bethesda Metro Center, Ste 1500

Bethesda, MD 20814

Phone: 240.793.8430              240.793.8430      

hoboy@pda.org

 

Services Delivered by: Stephen C. Carey, Ph.D., CAE, Leonard Rickman, MA, and Karen Clayton, CAE and Jeffrey Morrison: (November 2004) Facilitated a strategic planning assignment with the SP committee to prepare PDA for its future missions and goals. (August 2004) Conducted in-depth interviews, focus groups and a quantitative market research needs assessment for the association. Conducted an environmental scan of the association in anticipation of the updating of the strategic plan. Assisted in evaluating the association’s educational delivery systems and constructing the value equation of benefits visa vis dues. In September, 2002, conducted a complete structural analysis of the association to ensure all organizational components are properly aligned, and that the job components of each department were appropriately arrayed. Provided a detailed series of findings and recommendations including the plan for completely restructuring the staffing component, and recommendations for reviewing and revising policies and procedures in the membership, marketing, communications and I/T areas. Used the new Demographics Overlay™ methodology for survey report preparation.

 

 

 

The National Business Travel Association, October 2004, September 2000, April 1999, April/ September/October 1998, September 1997, September 1996 --- $8 million, 20 staff (MULTIPLE ASSIGNMENTS)

 

Contact:

Hank Roeder, Deputy Director

110 N. Royal St., 4th Floor

Alexandria, VA 22314

Phone: 703-684-0836              703-684-0836      

 

Services rendered by Stephen C. Carey, Ph.D., Leonard Rickman, MA, and Karen Clayton, CAE:  Six assignments.  Since AM+MR began work with this association, NBTA’s budget has grown from 2 million to 8 million, with the creation of a new foundation with current commitments for 8 million. Conducted in-depth interviews, focus groups and a quantitative market research needs assessment in the membership and international areas.  Conducted a complete review and analysis for the association examining their international structure with models, findings and recommendations as to how they should structure for the future, and a competitor analysis. Used the new Demographics Overlay™ methodology for survey report preparation. Conducted a detailed governance and strategic planning review for the governing board outlining achievements over the past two years, and areas of concentration for the future.  In a separate study, examined the communication and information management functions of the association, with recommendations and action plans for revising the structure of those functions.  Assisted with executive search in the hiring of new directors for the foundation and the education function. Developed a psychographics segmentation system for the association in June 1997.  Analyzed the membership’s recruitment and retention function in May 1997.  Conducted public relations, communications and a marketing analytical study with end result of repositioning NBTA’s image among industry associations and national media and, revising their marketing and strategic planning strategy to meeting current conditions in September 1996.  Conducted a full day Board Retreat to review and integrate findings into the association’s action plan as well as a full briefing on the findings of the report.  Conducted Board governance training and a practical exercise in board management in September 1998. Invited back to provide governance and team building training for the Board and committee chairs in September 1999, and to conduct the search for their new Education Director in April 2000.

 

 

National Emergency Number Association (NENA)— June 2004 / February 2004/ October 2003 / July 2003--3.5 Million—17 Staff (Multiple Assignments)

 

Contact:

Terry Peters, CAE

Executive Director

2100 Fairfax Dr. Ste 700

Arlington VA 2207

terrypeters75@hotmail.com

 

Services provided by:  Stephen C. Carey Ph.D., CAE, Jeffrey Morrison and Alejandro Buschel, MBA: Assisted the association in relocating from Columbus, Ohio to Rosslyn, VA.  Assisted in the restructuring of the staff component of the organization, coordinating the move and space requirements and consulting on the installation of all communications and I/T related equipment. Assisted in the layout and design of the space and coordinated with all vendor representatives for the move. Conducted research on grant programs for the association, and provided marketing and communication consulting services for creating nondues income opportunities for the association. Performed an Information/Technology scan of all equipment and software, assisted the association in the preparation of an RFP to reconfigure its hardware and software configuration and performed a forensic analysis to detect a security

breach in the system firewall." Worked with the ED to create a strategic planning methodology to present to the Board and leadership at the Annual meeting in Florida.

 

Health Physics Society-- April 2004—2M, 4Staff        

 

Contact:

Richard  Burk

Executive Director

1313 Dolley Madison Blvd, Ste 402

McClean, VA 22101

Phone: 703.790.1745              703.790.1745      

 

Conducted In-depth interviews with the leadership of the association in preparation for an association strategic planning assignment. Conducted a trends and issues facilitation for the Strategic Planning Committee and the Board of Directors in the areas of association governance, communications and marketing, taking a detailed look at the future of professional and scientific societies and their future operations. Facilitated the SPC meeting in developing the new strategic plan with findings and recommendations for presentation to the Board.

 

SPIE—The International Society for Optical Engineering—March 2004—20M—120 staff

 

Contact:

Eugene G. Arthurs

Executive Director

Janice Gaines Walker

Director, Events

PO Box 10

Bellingham, WA 98227

Phone: 360.685.5448              360.685.5448       ,

Eugene@spie.org / Janice@spie.org 

 

Services provided by:  Stephen C. Carey, Ph.D., CAE: Conduct in-depth interviews and informal focus groups with the staff and facilitated a strategic planning program and discussion on the strategic planning process and alternative futures methodology and practice. Taught the staff how to think strategically and to rise above the day to day. Provided hands on instruction with best practices and models to use in the exercises.

 

Central Station Alarm Association—February 2004—1 Million-- 5 Staff

 

Contact:

Steve Doyle

Executive Director

440 Maple Ave East, Ste 201

Vienna, VA 22180

Phone: 703-242-4670              703-242-4670        

director@csaaul.org

 

Services provided by:  Stephen C. Carey, Ph.D., CAE and Karen Clayton, CAE: Conducted an environmental scan and in-depth interviews for the association in preparation for creating the CSAA strategic plan. Facilitated the strategic planning process using an alternative futures methodology, and created the strategic plan for the association.

 

Produce for Better Health Foundation—January 2004—5 Million—38 Staff

 

Contact:

Elizabeth Pivonka

President

5341 Limestone Road

Wilmington, DE 19808

Phone: 302.235.2329              302.235.2329        

epivonka@5aday.org

 

Services provided by:  Stephen C. Carey, Ph.D., CAE and Karen Clayton, CAE: Assisted this foundation with creating its strategic and tactical plan going forward. Conducted in-depth interviews with the staff and board, an environmental scan with the donorship, and facilitated the creation of the plan and follow-up integration of the plan with the annual business plan, budget and program of work.

 

Global AIDS Alliance (GAA)—October 2003—1 Million—8 Staff

 

Contact:

Paul Zeitz, Ph.D.

Executive Director

1225 Connecticut Ave NW #401

Washington, DC 20036

Phone: 202.296.0261              202.296.0261         

pzeitz@globalaidsalliance.org

 

Services provided by:  Stephen C. Carey, Ph.D., CAE and Karen Clayton, CAE: Assisted this cause-related organization by conducting an organizational and programmatic assessment, qualitative research, an internal and external environmental scan and facilitated their alternative future strategic planning programs. Assisted in restructuring the organization based on future missions, programs and funding. Prepared the operations and business plans linked to the strategic plan for FY 2004/5.

 

United States Chamber of Commerce, Institutes for Organization Management, August 2003, June 2000, September, January 1999 – $90 million, 400 staff (MULTIPLE ASSIGNMENTS)

 

Contact:

 J.P. Moery, CAE, Vice President,

Association Relations and Institutes of Association Management

1615 H Street, N.W.,

Washington D.C. 20062

Phone: 202-463-5560              202-463-5560      

 

Services delivered by Stephen C. Carey, Ph.D., CAE: Researched and facilitated USCC initial efforts to develop a unified/federated membership program with state, local, regional and metro chambers.  Selected to teach the marketing,  “key association issues,” and the leadership courses at the January 2001 Institutes of Association Management.  AM+MR was selected and delivered the first “Taste of Institute” program in the industry.  This prototype, hybrid program combined the membership and marketing curriculums of the chamber into a full day program to show prospective Institute students what the four year program is all about. AM+MR was also selected to write the association marketing management curriculum for the new Institutes for Organization Management. The marketing management course entitled  “Integrated Association Marketing Strategies", encompasses 21st century integrated E-association marketing management strategies in the areas of integrated E-business applications, defining and delivering true value to younger and new members, targeting and segmentation, product line marketing and other critical marketing functions. Selected to write the membership and marketing curriculum for the 2003 Institutes classes at Villinova University, and the 2-1/2 day 2001 Institutes of advanced Management curriculum.

 

Experimental Aircraft Association (EAA)—May 2003—100 Million—250 Staff

 

Contact:

Brian Wierzbinski

Executive Vice President

PO Box 3086

Oshkosh, WI 54903

Phone: 920.426.4812              920.426.4812      

 

Stephen C. Carey, Ph.D., CAE and Karen Clayton, CAE and Len Rickman, MA: Conducting a full strategic assessment in eight phases for the association. Using in-depth interviews, focus groups, an environmental scan and a quantitative needs assessment, conducted a strategic planning and future scenario building exercise for the leadership of the association. Used the new Demographics Overlay™ methodology for survey report preparation. Also conducted a full program by program assessment and restructuring analysis of the governance, marketing, communications and development components of the  organization to position it for future operations.  This is a year-long assignment conducted in eight phases.

 

Association for Quality and Participation (AQP) --  March 2003 – 4 Million—20 Staff

 

Contact:

Bill Miller, CAE

Managing Director

2368 Victory Parkway, Suite 200

Cincinnati, OH 45206

Phone: 513-381-1979              513-381-1979      

 

Services Delivered by: Stephen C. Carey, Ph.D., CAE: Conducted a governance review and strategic and future scenario planning assignment for the association.  Facilitated a strategic planning workshop for the Vision Team of the Association to develop its purpose, values, strategic focus, goals and objectives.

 

The Hotel Association of New York City, and Hospitality Community—August 2002—6 Million, 13 Staff

 

Contact:

Joeseph Spinnato

President

320 Park Ave

New York, NY 10022

Phone: 212.754.6700              212.754.6700      

 

Services Delivered by: Stephen C. Carey, Ph.D., CAE and Leonard Rickman, MA.: Conducted a management and governance review and a bi-annual environmental scan and strategic and future scenario planning assignment for the association.  Using a series of in-depth interviews and focus groups, conducting an alternative future scenario environmental scan for the association and conducted a alternative future-oriented strategic planning workshop. Planning involved all New York City hospitality components, such as the Javits Center and New York and Company, the convention and visitors bureau representing the City.

 

Greater Pittsburgh Convention and Visitors Bureau and Community– September 2002, $10 million, 50 staff

 

Contact:: 

Joseph R. McGrath,

President and CEO

425 Sixth Ave,

Pittsburgh, PA 15219

Phone: 412-281-0482              412-281-0482      

 

Services Delivered By: Stephen C. Carey, Ph.D., CAE:  Conducted an environmental scan and assisted in the construction of a strategic plan to carry the Bureau forward and address future planning and operational issues.  Involved the establishment of separate work cells for each major component of operations, with cell presentations and plan development and evaluation tools. Conducted in-depth interviews, focus groups and a full environmental scanning research component including new alternative future scenario methodology.

 

Seattle King County Convention and Visitors Bureau and Community—July 2002—8 Million 35 Staff

 

Contact:

Steven Morris

President and CEO

520 Pike Street, Ste 130

Seattle, WA 98100

Phone: 206-461-5800              206-461-5800      

 

Services Delivered By: Stephen C. Carey, Ph.D., CAE:  Conducted an environmental scan, a future scenario and strategic planning facilitation in the construction of the communities’ strategic plan to carry the Bureau forward and address future business & marketing planning and operational issues. Conducted in-depth interviews of staff, volunteers and community leaders, and a full environmental scanning research component, including new alternative future scenario planning methodology.

 

Transplant Resource Center of Maryland—July, 2002—20 million, 60 staff

 

Contact:

Marion Borowiecki, Executive Director

Mark Ewing, Human Resource Director

1540 Canton Center Dr., Suite R, Baltimore, MD  21227

Phone: 410.242.7000             410.242.7000       —800.641.HERO             800.641.HERO      

 

Services Delivered by: Stephen C. Carey, Ph.D., CAE:  Conducted a detailed review of the organization, both internally and externally, to provide recommendation for future business planning operations.  Conducted a strategic planning assignment, with an environmental scan, volunteer and customer interviews, and will conduct a Board strategic planning retreat, to set the future direction of the nonprofit organization.

 

 

National Adult Day Services Association – November, 2001, 400K, Start-up association (May-November 2001)

 

Contact:: 

Nancy Brundy, President, NADSA, and

Chief Program Officer

Goldman Institute of the Aging

3330 Geary Blvd., San Francisco, CA, 94118

Phone: 415.750-4180 ext 102

              

Services Delivered By: Stephen C. Carey, Ph.D., CAE and Karen Clayton, CAE. Assisted this start-up association in all governance, financial, grant development, management, marketing, communications and publications activities associated with starting an association.  Led their leadership through the establishment of bylaws, budgets, member services/dues structure, transition timelines and the myriad of activities associated with establishing a new association.  Additionally, developed and led the association through the RFP and search for an executive director and selection of a management company to administer their operations.

 

Consortium Health Plans Inc. (a for-profit company) (the marketing arm for national accounts for the Blue Cross Blue Shield), October 2001, March 2001-- $9 million, 30 staff (Multiple Assignments)

 

Contact:

Dan Kehoe,

President and CEO,

Debra Shepard,

Director of Marketing and Communications

10490 Little Patuxent Parkway, Ste 550,

Columbia, MD 21044

Phone: 410-772-2904              410-772-2904      

 

Services Delivered By: Stephen C. Carey, Ph.D., CAE, and Karen Clayton, CAE  August/September 2001: Developed the creation of the new strategic plan for the organization.  Led the senior staff through an environmental scan and research exercise and a strategic planning program.  March 2001: Assisted in the development of a new management and sales strategy for the Consortium for future delivery of national accounts, and conducted a strategy planning session for the Board to develop an operational business plan going forward given changing roles and relationships within the BCBS system.

 

AIIM International (The Association for Image and Information Management) –June, 2001-- $10 million, 45 staff

 

Contact: 

John Mancini,

President

1100 Wayne Avenue, Ste 1100

Silver Spring, MD 20910

Phone: 301-755-2613              301-755-2613      

 

Services Delivered By: Stephen C. Carey, Ph.D., CAE: Assisted in development of a short and long range strategy to position the association for future operations with its product and service lines, and future operational and strategic positions. Facilitated meetings with executive staff and the Executive Committee to develop a long range financial and management model to sustain association operations.

 

 

Washington Area New Automobile Dealers Association, -- June 2001, $3.5million, 20 staff

 

Contact:

Gerard N. Murphy,

CAE, President

5301 Wisconsin Ave, NW,

Washington D.C. 20015

Phone: 202-237-7200              202-237-7200      

 

Services Delivered By:  Stephen C. Carey, Ph.D., CAE  and Karen Clayton, CAE:  Conducted in-depth interviews with key stakeholders and a strategic planning retreat with the Board and selected leaders, and a team building staff retreat.  Conducted an environmental scan of the industry for use by both the staff and the Board in their respective retreats.

 

 

National Fisheries Institute, -- January 2001, December/April/May, 1999, $4 million, 20 staff (MULTIPLE ASSIGNMENTS)

 

Contact:

Richard E. Gutting, Jr.

Executive Vice President

1901 North Fort Myer Drive, Suite 700,

Arlington, VA 22209

Phone: 703-524-8880              703-524-8880      

 

Services delivered by: Stephen C. Carey, Ph.D., CAE, & Karen Clayton, CAE:

 

2001: Conducted a search for a Deputy Director for this association, to handle all marketing, communications and administrative functions.  Conducted industry task   force facilitation on future products and services.

 

2000: Conducted a second environmental assessment and Strategic Planning process for the association to prepare for New Millennium Operations.

 

1999: Conducted a review and analysis of volunteer and staff management and governance operations. Provided recommendations as to changes in size, structure, and term length and succession strategies for the governance components of the association. Facilitated the association’s first Strategic Planning process.

 

1998: Reviewed and benchmarked other like sized associations and provided recommendations on changes to staff structure and internal association operations. Recommended a detailed process, by which the association could carry out the recommendations. Conducted a review of the Institute’s Strategic Plan and work plan components.

 

 

American Medical Informatics Association—March 2000, $3 million, 8 staff

 

Contact:

Dennis Reynolds,

Executive Director

4915 St. Elmo Ave,

Bethesda, MD  20814

Phone: 301-657-1291              301-657-1291      

 

Services provided by: Karen Clayton, CAE and Stephen C. Carey, Ph.D., CAE:  Conducted a Strategic Planning and Visioning assignment, as well a Board governance training for the leadership of this association.  Interviewed a variety of volunteer leaders, members, and others, and conducting a written environmental scan with a tailored instrument to gather information from AMIA’s constituencies, for the Board to use in the planning exercise.

 

Institute of International Finance, May, 2000— $20 million, 65 staff

 

Contacts:

Roger N. Eddy, CPA,

Executive Administrator

2000 Pennsylvania Ave, NW, Ste 8500,

Washington, D.C. 20006-1812

Phone: 703-528-8618              703-528-8618      

John Hazeltine,

Deputy Managing Director, Banking and Regulatory

Phone: 202-857-3600              202-857-3600      

 

Services delivered by:  Stephen C. Carey, Ph.D., CAE, Leonard Rickman, MA.:  Conducted a membership benefits audit, with in-depth interviews, focus groups and a full member needs assessment to: identify the true value of member benefits, programs and services; identify new sources of non-dues income; and to revise the dues structure of the association given a variety of mergers and consolidations in the financial and banking industries.  This review will provide IIF with the information necessary to assist the association prepare its new millennium strategic plan.

 

American Academy of Physician Assistants, January 2000— $10 million, 70 staff

 

Contact:

Stephen C. Crane, Ph.D. MPH,

Executive Vice President

950 North Washington St.,

Alexandria, VA  22314

Phone: 703-836-2272              703-836-2272      

 

Services delivered by: Stephen C. Carey, Ph.D., CAE:  Conducted a Strategic Planning Retreat for the four key organizations that represent physician assistants, the American Academy of Physician Assistants, the Physician Assistant Foundation, the Association of Physician Assistant Programs and the Student Academy of Physician Assistants. Assisted these four organizations develop a common “moving forward” vision, mission, goals and objectives, as well as a prioritized list of issues and a plan for their resolve.

 

Association of Local Housing Finance Agencies—A Smith Bucklin, Inc. Managed Association—Two Assignments—March and August 1999--$550,000, 5 staff (MULTIPLE ASSIGNMENTS)

 

Contact:

John Murphy,

Executive Director

Mark S. Ulfers,

President

1200 19th St. NW, Ste 300,

Washington D.C.  20036-2422

Phone: 202.857.1197              202.857.1197        (John) 

Phone: 651.423.1273              651.423.1273        (Mark)

 

Services delivered by:  Stephen C. Carey, Ph.D., CAE and Karen Clayton, CAE: March 1999: Conducted an industry environmental scan and conducted in-depth interviews with leaders and members to obtain data for a strategic planning workshop for the key leaders and other within the association.  Conducted a two-day strategic planning workshop resulting in the crafting of the association strategic plan.

 

July 1999: As a separate assignment, conducted a value assessment of the associations programs, benefits and services for the Board to prepare the association for future operations. Conducted a feasibility study of the association with recommendations as to whether the association should move to separate headquarters and establish their own operating entity in Washington or elsewhere. Compared ALHFA operations with the current management firm with other management companies and with stand-alone operations in the areas of Cost of Living, Housing, Rent, Overhead, Equipment and furnishings etc.  Provided a Board briefing on findings and recommendations for their consideration.

 

 

Specialty Advertising Association of Greater New York, April 1998 --- $2 million, 5 staff (MULTIPLE ASSIGNMENTS)

 

Contact:

Walter Schatz,

Executive Director

523 Route 303,

Orangeburg, NY, 10962. 

Phone: 914-359-5300              914-359-5300      

 

Services delivered by Stephen C. Carey, Ph.D., CAE and Karen Clayton, CAE:  Performed a comprehensive governance, organizational, structural and marketing review and analysis of all functional areas of the association.  Study included a detailed analysis of all the association’s product, service and program lines, and provided detailed recommendations for the restructuring of the association and the repositioning of its marketing efforts.

 

 

The Associated Builders and Contractors Inc., Six assignments: September 1997, January, April and June, August, October 1998 – $35 million, 80 staff (MULTIPLE ASSIGNMENTS)

 

Contact:

Mike Dunbar,

Vice President, Planning

1300 N. Seventeenth St.,

Rosslyn, VA, 22209

Phone: 703-812-2002              703-812-2002      

 

Services delivered by:  Stephen C. Carey, Ph.D., CAE  and Karen S. Clayton, CAE: Conducted a full marketing review and analysis of the association.  Developed a new structure and provided industry marketing strategy to position the association for future marketing operations.  Selected by the association to assist the volunteer audit team and conducted a full governance and operational audit of the association.  Facilitated the assn’s strategic planning process in May, 1998, and was selected to write and teach the association strategic and operational planning process to ABC chapter staff and volunteers.  Facilitated and taught governance and marketing subjects at the association’s State Executive Director’s conference.

 

 

The Real Estate Services Provider Council, Inc., July 1997, September 1997 --- $500,000, 3 staff (MULTIPLE ASSIGNMENTS)

 

Contact:

Susan E. Johnson, Esq.,

Executive Director

1800 Massachusetts Ave NW, 2nd Fl.,

Washington, D.C. 20036

Phone: 202-408-7038              202-408-7038      

 

Services delivered by Stephen C. Carey, Ph.D., CAE and Karen Clayton, CAE: Conducted a full organizational analysis and review of all operational areas.  Repositioned the association’s primary message and provided strategic and operational guidance and planning.  Restructured their marketing thrust, and provided a new dues structure and governance model.  Conducted a strategic planning session for the Board.