OOTA STRATEGIC PLAN, GOALS AND OBJECTIVES
2006-2008

GOAL I: To build and maintain systems and programs that ensure a member-centered focus and a financially sound organization.

Policies and Procedures

• Regulations Chair to schedule for review five SOPs per meeting. Regulations Chair to assign or recruit reviewers to include current office holder, committee or district members. These reviewed policies will be presented at next meeting. Ongoing.

• Redo Bylaws for April 2007 Election. 2006. DONE.

Board Orientation

• Orientation will be developed to go along with SOP. 2007. Ongoing.

• Mentor relationship to be developed. 2007. Ongoing.

Master Timeline of board function

• Budgets, Annual Report January 2007. DONE.

Distribution of Districts

• Immediate needs survey to be done to look at district distribution which would best serve membership needs. Preliminary survey of Southeast and Columbus districts. February 2007 – complete and present to Board. Ongoing.

• Distribution of Districts to be complete, based on Board recommendations -- January 2008.
  Ongoing. Monica Robinson to bring to February, 2008 meeting.

Formalized Budget

• Treasurer to develop Policy and Procedure regarding budgeting. September 2006. Ongoing.

Conference – Midyear and Annual

• Vice President will be Co-Chair of each Conference, and will work with Executive Secretary and Conference Committees to insure Policy and Procedure compliance. 2006. DONE.

• Utilization of member feedback forms, existing surveys, completed at previous conference. 2006. DONE.
  
• New Midyear and Conference schedule to be developed. August 2006. DONE.
  No more Midyear – Now District Presentations/Workshops

Recruitment and Retention

• Work with colleges to make memberships a requirement. Ongoing.

• Board members to go to colleges to educate students on importance of OOTA membership and professional involvement. Ongoing.

• Work with companies to have membership as part of employment packages. DONE.

• Build sense of ownership in the association, sense of belonging – personal care and investment in each person. Ongoing.

• Nonmembers will receive a letter from Membership Chair each year. March/April 2007. DONE. Christy Dorto will do in 2008.
  

Increase Ads for Jobs and CEUs

• Obtain paid advertisements for job opportunities and CEUs monthly.
  1st and 3rd Quarters. Ongoing – Put into budget
  

Voting Rights for Students - DONE.

• Discussion of pros/cons for changing Policies and Procedures/Bylaws to allow student members to vote.
  --- Information to go to district chairs and on website.
  --- Board discussion at next meeting.
  --- Set up booth and discussion at next Conference. 2006

GOAL II: To represent and advocate for the organization’s members, the profession and the needs of those the profession serves.

Legislative Issues/Lobbyist
Community Awareness and Visibility

• Designate Legislative Day in April, every year. 2007. DONE and Ongoing.

• Legislative Manual will be available for membership. 2007 DONE.

• Policy to be written for interaction with lobbyist. 2007. April 2008.

• Identify one OT in each district as legislative contact. 2008. April 2008.

• Website public page to link to elected officials on state and legislative levels. 2007. DONE.

GOAL III: To foster the discovery, integration, application and dissemination of occupational therapy knowledge to advance practice, education and research.

School Involvement

• Encourage educator representation on board; possibly as Continuing Education Chair. 2007. Ongoing.

• Have a board member partner with each school. 2007. DONE.

Student Development

• Work with SOTA group at schools. 2007. DONE