AIQS STRATEGIC AND BUSINESS PLAN

Transcription

1 STRATEGIC BUSINESS PLAN AIQS STRATEGIC BUSINESS PLAN This new Plan was prepared on 9 th November 2009 There will be an annual review and update of the Strategic and Business Plan in October each year. The AIQS Annual Budget is designed to match the Strategic and Business Plan and to deliver the performance targets indicated. Each AIQS Board, Committee and Chapter will develop their own Operating Plans from the Strategic and Business Plan and Budget, and be prepared to report on their progress at each May Council. The will be dedicating more resources and time to marketing/communications and building income sustainability. This year s Plan has been significantly affected by the outcomes of the AIQS Strategic Workshop held in October Role of the Strategic Plan To lead, inform, develop, promote and encourage the profession of Quantity Surveying Vision Achieve widespread understanding and recognition of the Quantity Surveying Profession by 2010 and beyond. Page 1 Strategic and Business Plan Legend: Nat O (National Office), (T.Aulich), CW (C Ward), JBH (J Barac Heath), ERO (Education and Research Officer), (Andrews) HH ( Harry Hoang), OSS (Over Seas Section),

2 Mission THE AUSTRALIAN INSTITUTE OF QUANTITY SURVEYORS STRATEGIC BUSINESS PLAN To inform the community and key decision makers about our roles and capabilities. Set and maintain standards of excellence and best practice. Promote Quantity Surveying as indispensable and independent. Collect and disseminate the QS body of knowledge and research new solutions in a changing world. Develop new markets and opportunities. Promote careers in Quantity Surveying. Promote Quantity Surveyors key role in nation building Key Goals of the Strategic Plan Goal One: Goal Two: Goal Three: Goal Four: Goal Five: Goal Six: Raise the profile of the QS profession to the public, younger people, members, industry and public policy decision makers. To lead and service AIQS volunteers. Provide direction for members and an integrated internal and external marketing/communications service for members and key stakeholders. Deliver people with appropriate competencies for a changing world. Be recognised as the custodians of QS standards. Broaden the scope and reach of membership. Page 2 Strategic and Business Plan Legend: Nat O (National Office), (T.Aulich), CW (C Ward), JBH (J Barac Heath), ERO (Education and Research Officer), (Andrews) HH ( Harry Hoang), OSS (Over Seas Section),

3 Goal 1: Raise the profile of the QS profession to the public, younger people, members, industry and public policy decision makers. THE AUSTRALIAN INSTITUTE OF QUANTITY SURVEYORS STRATEGIC BUSINESS PLAN Enhance the marketing program and particularly target high schools and colleges by: a) Printing and mailing careers brochures and tertiary courses guide to careers advisers b) Update careers displays and attend careers shows using casual staff c) Producing and free distribution careers CDs to Year 10 s d) Funding and awarding QS scholarships to Year 12 students proceeding to university e) Printing and distributing the MBR to industry, government and the public with contemporaneous media releases and website promotion f) Market membership to overseas divisions g) Improve communication with overseas divisions and offer mentoring Scholarship C ttee. ACT Chapter, JBH, OSS, Nat O Page 7 Education Budget Line 124 Career Shows Line 131 MBR incomes Line 145 MBR expenses Line 62 -Committees/Delegate Attendance at careers shows in all major states, regular mail outs to Careers Advisers By 30 March each year On demand By 31 Dec each year h) Printing and distributing the QS information kits to industry, government and public after a review of their contents. Nat O i) Advertising QS firms under the Institute logo in the Yellow Pages, annually. JBH j) Achieve Adjudicator Nominating Authority status in each state Chapters Page 9 Marketing Budget Line 162 QS History pre/printing Page 9 Marketing Budget Line 144 White Pages, Yellow Pages Line 146 YP Online Per Yellow Pages Timetable k) Conduct and promote the BRIX survey report and work with QS Company Principals to promote its value and importance A Mills Page 5 National Services Budget Line 94 BRIX survey Collection of data and issue of quarterly reports annually l) Issue media releases on specific topics as required and specifically calculated to provide AIQS with a public profile on key issues such as Government budgets. Ensure all press releases are on AIQS website and are part of our overall communications and marketing strategy. Page 2 Overhead Budget Line 27 Website maintenance & internet 1 per month Page 3 Strategic and Business Plan Legend: Nat O (National Office), (T.Aulich), CW (C Ward), JBH (J Barac Heath), ERO (Education and Research Officer), (Andrews) HH ( Harry Hoang), OSS (Over Seas Section),

4 STRATEGIC BUSINESS PLAN m) Printing and mailing QS/AIQS information pamphlets and target specific interest groups such as banks and local government. On demand n) Providing grants to Chapters for development/marketing or promotional activities. 1.2 Use a marketing person or company to assist in our promotional/marketing activities and writing/distribution of media releases. Provide clear guidelines to marketer including forward plans for totally integrated internal and external marketing/communications program. Chapters, HH Mkting C ttee,, Page 9 Marketing Budget Line 154 Chapter Strategic Grants Line 150 National Marketing Consultant As per applications 1.3 Upgrade and make interactive the AIQS website by engaging consultants to redesign and improve the current site. Use the website to promote personal profiles of individual QS members, especially those that are young or who have achieved senior status and are good role models. JBH,, Line 150 National Marketing Consultant Line 147 Website refresh 1.4 Continue participation in major industry forums and combine with related associations for CPD activities. Delegates, 1.5 Contact and work with other bodies on new research. Research C ttee 1.6 Conduct market research amongst clients. Mkting C ttee 1.7 List members details on the website. Nat O Page 4 National Strategic Budget Line 73 Subscriptions to other Associations Page 4 National Strategic Budget Line 73 Subscriptions to other Associations As needed As appropriate 1.8 Meet with Government Ministers and senior department officers each quarter. Page 2 Overheads Budget Line 16 travelling 4 meetings per year Page 4 Strategic and Business Plan Legend: Nat O (National Office), (T.Aulich), CW (C Ward), JBH (J Barac Heath), ERO (Education and Research Officer), (Andrews) HH ( Harry Hoang), OSS (Over Seas Section),

5 STRATEGIC BUSINESS PLAN Review the presentation and content of the Building Economist. Promote use of the Building Economist for firms advertisements and job vacancies. Include more personal profiles and discussions about key subjects such as green buildings, town planning and economic forecasts. JBH,, Page 10 Journal Budget Line 177 Editor Remuneration & travel 1.10 Encourage members to improve their own marketing skills, facilitate this with advice/training and promotional materials. Include marketing/communication skills in the CPD offerings of AIQS Mkting C ttee, 1.11 Review advertising in publications. JBH,,HH Report to October Council On going Page 5 Strategic and Business Plan Legend: Nat O (National Office), (T.Aulich), CW (C Ward), JBH (J Barac Heath), ERO (Education and Research Officer), (Andrews) HH ( Harry Hoang), OSS (Over Seas Section),

6 Goal 2: To lead and service AIQS volunteers. THE AUSTRALIAN INSTITUTE OF QUANTITY SURVEYORS STRATEGIC BUSINESS PLAN Manage and support volunteer members by: a) Conducting two Council meetings each year and encouraging all members to submit Agenda items directly or through Chapters/Divisions. b) Identifying objectives and developing clear manageable tasks/duties for volunteers. c) Providing suitable resource materials. d) Maintaining the voluntary Board and Committee structures and encouraging participation by members via: Board reports in the Annual Report to members Promotion on the website Adequately fund Committees and support their activities Recognising Committee members contribution., Office holders Line 61 Reps Council & Executives 2 x meetings of Council annually. Notices on web site and in INS. 2.2 Encourage feedback/recognition by publishing major Council & AGM decisions in the BE and Chapter Newsletters, and also the website. Ensure major policies/decisions are widely canvassed and that all stakeholders have an opportunity to contribute to the debate, by: a) Correspondence direct to stakeholders b) Dissemination of drafts on the forums area of the website and . JBH, VP s, Page 10 Journal Budget Line 177 Editor Remuneration & travel Line 181 Printing BE Page 11 Chapter General Budget Line 198 Newsletters Publication in journal and website. Line 150 National Marketing Consultant Line 147 Website refresh 2.3 Identifying suitable members to be volunteers for office holders, committees etc. Office holders By 1 March annually 2.4 Maintain good communication with members and between national, chapter and division levels of the Institute by: a) Regular correspondence via post and b) Conduct of the Presidents meeting c) Visits to Chapter/Division AGM s by National President and d) Use of the website for notices. Office holders, VP s, Page 2 Overheads Budget Line 16 travelling Line 64 Reps President Weekly bulletins. Conduct Presidents meeting and Chapter/Division AGM s. Weekly Page 6 Strategic and Business Plan Legend: Nat O (National Office), (T.Aulich), CW (C Ward), JBH (J Barac Heath), ERO (Education and Research Officer), (Andrews) HH ( Harry Hoang), OSS (Over Seas Section),

7 STRATEGIC BUSINESS PLAN Determining and implementing measurable outcomes by: a) Conducting membership surveys to determine the needs of the members and the Institute s success in delivering appropriate services b) Website online survey c) Visits by the to QS firms members and directors. 2.6 Conduct social functions to provide opportunities for recognition of volunteer members. 2.7 Publicly recognise volunteers by: a) Presentation of the National and Chapter President s awards b) Presentation of 25 year certificates c) Presentation of special excellence awards d) Conduct specific anniversary dinners e.g. 100 th e) Promote the history and value of the Institute and profession., JBH, ERO Chapters President, Office holders Line 150 National Marketing Consultant Line 147 Website refresh Page 2 Overheads Budget Line 16 travelling Page 11 Chapter General Budget Line 189 Social & General incomes Line 210 Social & General expenses Page 11 Chapter General Budget Line 199 Prizes & Awards Line 138 History books At least one survey by insert, continuing website survey and at least 5 visits to staff at firms. Conduct dinner with VIP guests Conduct Chapter Socials at least one per 6 months in each Chapter nominations Page 7 Strategic and Business Plan Legend: Nat O (National Office), (T.Aulich), CW (C Ward), JBH (J Barac Heath), ERO (Education and Research Officer), (Andrews) HH ( Harry Hoang), OSS (Over Seas Section),

8 Goal 3: Provide direction for members and an integrated internal and external marketing/communications service for members and key stakeholders. THE AUSTRALIAN INSTITUTE OF QUANTITY SURVEYORS STRATEGIC BUSINESS PLAN Continue to develop and maintain close liaison and cooperation with related professional associations in Australia, by maintaining membership of: a) ACBDP b) ACIF c) NBSA d) ACP and by social contact and informal meetings with the API and PCA. Co-operate with the RICS, AIB, AIBS, Local Govt Managers Association in selected activities and research. 3.2 Maintain our membership and international links with the: PAQS and the ICEC and actively participate in their activities. Assist ICEC by hosting their secretariat at no cost to AIQS. Delegates Research C ttee Chapters, Delegates,, Page 4 National Strategic Budget Line 73 Subscriptions to other Associations Line 62 Reps Committee/ Delegation Page 4 National Strategic Budget Line 73 Subscriptions to other Associations Line 62 Reps Committee/ Delegation Maintaining active membership and casual meetings. Maintain active membership. Provide office holders. Accommodate in National Office. 3.3 Maintain liaison with the accountants, law societies and ATO by personal visits, correspondence and publications (also via membership of the Professions Australia). VP s Line 164a Marketing Visits to Overseas At least one visit to each. 3.4 Conduct joint CPD and social activities with related bodies, by cooperation with the NBSA,AIBS/AIBS College of Building and Aust Local Government Managers Association (ALGMA) 3.5 Write promotional articles for newsletters of related bodies e.g. ICEC, Accountants, ALGMA etc. 3.6 Continue access for members to the AACE library and advise members; Strengthen research base and search for research and marketing funding., ERO Chapters,, HH At least one joint CPD event in each Chapter At least one article published Access maintained annually Page 8 Strategic and Business Plan Legend: Nat O (National Office), (T.Aulich), CW (C Ward), JBH (J Barac Heath), ERO (Education and Research Officer), (Andrews) HH ( Harry Hoang), OSS (Over Seas Section),

9 STRATEGIC BUSINESS PLAN Maintain and advance the Institute s Overseas Section, by: a) Providing funds for CPD and social events b) Publishing OMNI four times each year c) Visits by OSS Chair and AIQS Executive members d) Promotion of membership/accreditation to overseas Governments e) Accreditation of overseas QS courses Efficient membership processing and, APC interviews 3.8 Proactively participate in national industry forums, by: a) Providing members/reps to committees b) Taking office in such forums c) Attending seminars, conferences organized by such forums, and d) Commenting on submissions etc. of the forums. - see also Disseminate information about alliances to the membership, by: a) Correspondence and the website b) Articles in the INS c) Distribution of the NBSA booklet and ID card d) visits to QS firms e) Presidents visits to Chapter AGM-s 3.10 Regularly review and evaluate the value of our participation in alliances, industry and international bodies 3.11 Encourage closer links with the NZIQS, by: a) Holding joint meetings of Councils when possible b) Correspondence and communication c) Personal visits by Executive members (when on other business) Provide all other administrative, management and other services required to achieve the strategic plan, such as: a) National Office, operation and b) Chapter activities Review all aspects of the National Office administration and service culture, restructure where necessary, provide relevant training to staff, upgrade IT and management procedures and introduce analysis reports and proactive management of membership patterns (eg why low take-up of students etc) OSS, Nat O, CW, Educ C ttee,, Delegates, Executive, JBH President, Line 62 Reps Committee/ Delegation Line 164a Marketing Visits to Overseas Continued growth of the OSS Maintain the director s position on ACIF and have at least one attendee at all seminars/conferences Articles/notices on website, NBSA booklet given to members. Executive At budget preparation/approval time. Executive, Chapters All line items not listed elsewhere Continuing very good relations. Provision of all services at cost neutral or surplus Page 9 Strategic and Business Plan Legend: Nat O (National Office), (T.Aulich), CW (C Ward), JBH (J Barac Heath), ERO (Education and Research Officer), (Andrews) HH ( Harry Hoang), OSS (Over Seas Section),

10 Goal 4: Deliver people with appropriate competencies for a changing world. THE AUSTRALIAN INSTITUTE OF QUANTITY SURVEYORS STRATEGIC BUSINESS PLAN Continue and encourage the CPD process by: a) Providing CPD that is deliverable to remote localities b) Delivering relevant CPD to overseas members c) Monitoring compliance for CPD d) Provide more varied and relevant activities e) Developing specialist certificates for certain skills f) Conducting business skills seminars such as risk management, business English and communications, marketing yourself and/or your company. Chapters, CW, JBH, Page 7 Education Budget Line 120 CPD/ Depreciation Serminars incomes Line 125 CPD/ Depreciation Serminars expenses Programmed events Programmed events Audit 200 members annually Reviewed annually Report to Council As agreed by Council 4.2 Work with universities to maintain and improve required competencies by: a) continuing joint accreditation panels b) developing co-operative agreements (partnerships) with universities c) appointing AIQS members to course advisory boards d) pursuing PAQS accreditation with universities e) pursuing distance learning courses with universities f) commissioning universities to design and/or deliver new courses relevant to the modern needs of the QS profession and its business drivers. Educ C ttee,, ERO Chapters 4.3 Pursue pathways and opportunities for technician level members., Educ C ttee 4.4 Develop new courses to support specialization in QS eg tax depreciation, Expert Witness, green building, working with local government, national economy forecasting (the latter for more senior QS),marketing and media relations, risk management Exec, Educ C ttee, Page 7 Education Budget Line 127 Travel education Page 2 Overheads Budget Line 16 travelling Maintain panels with AIB & AIBS Sign agreements Immediate appointments At least 2 accreditations Establishment of a new courses. Increase in Technician members Increase in Technician members 4.5 Work with industry partners to develop joint CPD and take advantage of critical mass gained through such alliances; Sign MOUs Exec, Educ C ttee, Conduct such courses Page 10 Strategic and Business Plan Legend: Nat O (National Office), (T.Aulich), CW (C Ward), JBH (J Barac Heath), ERO (Education and Research Officer), (Andrews) HH ( Harry Hoang), OSS (Over Seas Section),

11 STRATEGIC BUSINESS PLAN Goal 5: Be recognised as the custodians of QS standards 5.1 Develop, maintain and comply with industry standards by: a) Actively participate in or undertake further work definition projects in relation to: International Standards by working with the ICEC & PAQS Design cost definition models by continuing to develop and publish the ACMM Volumes. b) Developing new standards as they become appropriate in eg: Risk Management Value Management Earned Value Compliance (CLERP 9) 5.2 Develop, maintain and establish compliance with: a) Codes of Conduct b) Practice Notes c) CPD d) Conditions of Engagement e) Competency Standards 5.3 Develop, maintain and publish up-to-date QS knowledge including: (a) Current Construction Costs (CCC) with unit and GFA rates (b) Building Cost Indices (BCI) (c) Design and construction times schedule Delegates, G Postmus, ERO Delegates, T Main, ERO Executive, CW, Educ C ttee, P Notes C ttee, C of Conduct C ttee G Postmus, JBH, Chapter reps Line 62 Reps Committee/ Delegation Line 164a Marketing Visits to Overseas Page 10 Journal Budget Line 169, 178 CCC Participation in activities annually Annual review As required Efficient treatment of complaints Ready availability of PNs Ready availability Ready availability Automatic updating of CCC data each quarter State by State and National BCI Publication, updating and review of times Quarterly updates of various rates used in the construction industry Page 11 Strategic and Business Plan Legend: Nat O (National Office), (T.Aulich), CW (C Ward), JBH (J Barac Heath), ERO (Education and Research Officer), (Andrews) HH ( Harry Hoang), OSS (Over Seas Section),

12 STRATEGIC BUSINESS PLAN Goal 6: Broaden the scope and reach of membership. 6.1 Maintain membership levels by: a) Communicating the new vision to all members. b) Encouraging advancement to Fellowship by identifying appropriate members and promoting Fellowship as the highest level of professional excellence, with a brochure and editorials in publications. c) Continue visits to overseas members by the Executive or senior members. d) Encourage overseas students to maintain their membership, by: Printing and distributing OMNI Overseas visits by Executive or OSS An efficient APC process in overseas countries Printing a special brochure for overseas graduates and sending it to them with a letter from the President, describing the benefits of remaining a member and proceeding to corporate level. e) Encourage firms to pay members subscriptions, by correspondence noting the tax and business deductibility. f) Improving website and IT to allow membership payments on line, personalized member areas on website, constant flow of relevant news and interactive material on website such as member surveys, ERO Executive, Delegates, O seas Reps, CW, Line 62 Reps Committee/ Delegation Line 164a Marketing Visits to Overseas by 1 May Annual visits Quarterly 6.2 Continue and expand production of visual aids, by: a) Publishing further practice notes b) Producing additional videos of CPD events c) Printing and distributing marketing materials d) Placing back issues of the Building Economist on the web site. Committees Page 7 Education Budget Line 120 CPD/ Depreciation Serminars incomes Line 125 CPD/ Depreciation Serminars expenses Production and distribution of new visual materials Achieved and on going Page 10 Journal Budget Line 177 Editor Remuneration & travel Line 181 Printing BE Page 12 Strategic and Business Plan Legend: Nat O (National Office), (T.Aulich), CW (C Ward), JBH (J Barac Heath), ERO (Education and Research Officer), (Andrews) HH ( Harry Hoang), OSS (Over Seas Section),

13 STRATEGIC BUSINESS PLAN Continue to recruit new members by: a) Continuing to use amnesties to attract new members and mature age applicants. b) Maintain free student membership and attract more students to QS, by: Printing and distributing the QS careers brochure and Tertiary Course Guide to school and college careers advisers Attendance at careers shows Printing and distributing the Student membership brochures Presentations by Chapters to University courses Maintaining close liaison with universities directly and through AUBEA Making the website student friendly and relevant to their research needs Promoting the AIQS Research Grants Promoting the QS scholarship scheme Printing and distributing the QS careers brochure and Tertiary Course Guide to school and college careers advisers. c) Producing a CD/DVD presentation on QS careers. d) Revising the strategy for dealing with lapsed members, by forming a sub committee to consider this and other membership issues, such as: Revising the Conditions of Membership Membership restructuring e) Continuing the mentor program for YQS by nominating appropriate Chapter members. f) Targeting full time QS students who do not work in the industry and keep them involved in the profession by: Identifying them via course co-ordinators Personal invitations to them to attend YQS activities. Upgrading the functionality and attraction of the website by promoting role models such as successful young QSs or stories about the exciting and critically important work done by senior QSs, CW,, Chapters, Membership C ttee, YQS reps, 6.4 Review entry paths to membership and related professionals. Exec, Membership C ttee Annual increase in such members. Annual increase in such members. in all major capital cities. to over 300 students. 1 visit per year, attend AUBEA. by 1 May. Annual invitations to students. Achieved and on going Achieved and on going Page 13 Strategic and Business Plan Legend: Nat O (National Office), (T.Aulich), CW (C Ward), JBH (J Barac Heath), ERO (Education and Research Officer), (Andrews) HH ( Harry Hoang), OSS (Over Seas Section),

14 STRATEGIC BUSINESS PLAN Consider new grades of membership such as: a) for specialists eg project managers, facilities managers b) business entity membership c) certified practicing QS Exec, 6.6 Continue visits to overseas members by AIQS Executive or senior members. Exec, OSS Annual visits Page 14 Strategic and Business Plan Legend: Nat O (National Office), (T.Aulich), CW (C Ward), JBH (J Barac Heath), ERO (Education and Research Officer), (Andrews) HH ( Harry Hoang), OSS (Over Seas Section),

15 STRATEGIC BUSINESS PLAN Page 15 Strategic and Business Plan Legend: Nat O (National Office), (T.Aulich), CW (C Ward), JBH (J Barac Heath), ERO (Education and Research Officer), (Andrews) HH ( Harry Hoang), OSS (Over Seas Section),