Strategy/Oversight

A Critical Responsibility

Establishing organizational direction and strategy represents one of the most critical governing responsibilities. Strategy defines how an association establishes value and maintains competitive advantage. It involves making trade-offs in how an organization allocates resources, prioritizes decisions, and, importantly, decides what not to do. 

Strategic planning is a discipline that includes environmental scanning, development of strategy, and allocation or resources and accountability. Typically, strategic plans may have a life of 3-5 years, and usually incorporate vision, mission, guiding values, goals and objectives. The development of strategy is generally regarded as the responsibility of the board and the development of tactics the work of staff. However, staff play a critical role to inform and guide the planning process. Many organizations will also use an external planning consultant to support the process. 

Many observers debate the utility of planning in a rapidly changing environment. However, the value of planning lies largely in the thought process and deliberations. Plans maintain their relevance through regular evaluation and updating. 

Subtopics

Publications

Publication cover image for 2026 Associations Now Board Brief (print)
Members: $28.60
Nonmembers: $28.60
Publication cover image for Association Law Handbook, 7th Edition
Members: $400.00
Nonmembers: $400.00

Events

2026-04-16
2026-04-17
America/New_York
The Westin Hotel Downtown Denver, 1672 Lawrence Street, Denver, CO, 80202, United States
CAE credits: 11.75
2026-04-28
2026-04-29
America/Chicago
Barnes & Thornburg Conference Center, 1 N. Wacker Drive, Chicago, IL, 60606, United States
CAE credits: 12.5
2026-05-18
2026-05-19
America/Denver
Asher Adam Autograph Collection Hotel, 2 S 400 W, Salt Lake City, UT, 84101, United States
CAE credits: Pending
2026-06-08
2026-06-09
America/New_York
Westin Washington DC Downtown (formerly the Renaissance Hotel), 999 9th Street NW, Wash, DC, 20001
CAE credits: Pending
2026-06-28
2026-06-30
America/Toronto
The Westin Ottawa, 11 Colonel By Drive, Ottawa, ON, K1N9H4, Canada
CAE credits: 7