NWACUHO
Northwest Association of College & University Housing Officers

Master Planning Archive

NWACUHO Master Plan 2012-2016

The master plan would not be possible without the hard work of the master planning team: Dan Larson (Co-Chair), Matt Lamsma (Co-Chair), Josh Gana, Steve Fitterer, and Elaine Ames – all Past-Presidents of NWACUHO.

The master plan is broken into 5 broad priorities: Core Purpose, Financial Stewardship, Governance, Member Engagement, & Partnerships. Each priority was then broken into separate objectives for membership to work on throughout the 5 year plan. In October 2011, the Board of Directors ranked each objective, created teams, and started work on completing the top objective in each priority. Each October, the Board of Directors assesses the progress and determines what objectives we will be working on for the coming year.

An important aspect and matrix of success for the master plan is having members engaged in the process and working on the objectives each year. The master plan is designed to strengths our organization and our strength comes from the membership and their participation in this process.

Timeline & Priorities

Click a header to expand a section and view its status:

Implementation Timeline
Date Task Status
 February 2011 2012 – 2016 master planning consultant group commissioned.  Complete
 July 2011 2012 – 2016 master planning retreat.  Complete
 October 2011 Board approval of organizational identity statements, prioritization of objectives, and development of the 2012 action plan.  Complete
 Nov 2011 – Jan 2012 Completion of 2012-2016 master plan. Organization of work groups to implement 2012 action plan.  Complete
 February 2012 Final board approval of 2012-2016 master plan. Presentation of plan and organizational identity to membership.  Complete
 October 2012 Assessment of 2012 progress and development of 2013 action plan.  Complete
 February 2013 Presentation of progress to membership.  Complete
 October 2013 Assessment of 2013 progress and development of 2014 action plan.  Complete
 February 2014 Presentation of progress to membership  Complete
 October 2014 Assessment of 2014 progress and development of 2015 action plan.  Complete
 February 2015  Presentation of progress to membership.  Complete
 October 2015 Assessment of 2015 progress and development of 2016 action plan.  Complete
 February 2016 Presentation of progress to membership.  Complete
 October 2016 2017-2021 master planning retreat.  Complete
October 2016 Assessment of 2016 progress, board prioritization of objectives for 2017-2021, and development of 2017 action plan.  Complete
 Nov 2016 – Jan 2017 Completion of 2017-2021 master plan  Complete
 February 2017 Final Board approval of 2017-2021 master plan and presentation of progress and new plan to the membership.

 

Priority: Core Purpose
Key Indicator: Organizational policies & procedures Status: Complete
Objective Establish decision making guidelines for scholarships, awards, funding proposals, programs, and other initiatives that consider core purposes as a litmus test for the business of the association.  Incorporation of core purposes in all decision making processes.
Team: Kathryn Magura, Scholarships & Awards Taskforce
Key Indicator: Organizational policies & procedures Status: Complete
Objective Establish decision making guidelines for the STARS and NHTI scholarships consistent with decision guidelines created for other awards and scholarships provided by the association.
Team: Michelle Primley-Benton, Rachel Rasmussen, & Andrew Rogers
Key Indicator: Member awareness of core purposes Status: Complete
Objective Members can articulate the associations core purposes.
Team: Michelle Primley-Benton, Erik Elordi, Bobby Lambert, Leslie Byrd & Lawrence Lam
Key Indicator: Taskforce functionality Status: Complete
Objective Articulate the connection between core purposes and taskforce functions.
Team: Rachel Rasmussen, Esther Gaines, Lawrence Lam & Michelle Primley-Benton

 

Priority: Financial Stewardship
Key Indicator: Program funding priorities Status: Complete
Objective Develop an efficient funding request and decision making process and structure that utilizes core purposes as a metric.
Team: Erik Elordi & Micheal Seraphin
Key Indicator: Financial policies & procedures Status: Complete
Objective Develop expense procedures with appropriate levels of internal and external financial controls for a non-profit association.
Team: David Akana, Dawn Snyder, Josh Gana, & Micheal Seraphin
Key Indicator: Revenue practices Status: Future
Objective Clear guidelines regarding revenue requirements of programs, conferences, dues, fundraising, etc.
Team: Master Planning Group 2017-2021
Key Indicator: Audit policies Status: Complete
Objective Develop an auditing procedure consistent with non-profit industry best practices.
Team: David Akana, Dawn Snyder, Josh Gana & Micheal Seraphin
Key Indicator: Reserve policies Status: Complete
Objective Develop a reserve policy which informs level of reserves, investment strategies, and ensures the long term viability of the association.
Team: David Akana, Dawn Snyder, Josh Gana & Micheal Seraphin

 

Priority: Governance
Key Indicator: Structure & responsibilities of Board positions Status: Complete
Objective Determine whether the current Board structure meets the association’s vision and mission.  Clearly document roles, expected outcomes, and responsibilities through task lists, position descriptions, and goals.
Team: Kelly Lundy, Elaine Ames, Erik Elordi, & Jenni Chadick
Key Indicator: Board member accountability Status: Complete
Objective Develop a structure for accountability that incorporates training, positional goals and an annual review.
Team: Craig Whitton, Kate Gannon, Kathryn Magura & Bobby Lambert
Key Indicator: Recruitment of Board members Status: Complete
Objective Election process allows for high level of participation and integrity.  Develop recruitment strategies that ensures for contested elections.
Team: Kelly Lundy, Jenni Chadick, Rachel Rasmussen, Craig Whitton
Key Indicator: Election process & cycle Status: Complete
Objective Evaluate the election process to benchmark election best practices and review the cycle to ensure continuity, integrity, and sustainability.
Team: Kelly Lundy, Jenni Chadick, Rachel Rasmussen, Craig Whitton
Key Indicator: Documentation of organizational precedents Status: Complete
Objective Identify strategies to effectively document historical conversations, protocols, and practices that are easily accessible in the decision-making process.
Team: Brian Kerrick, & Craig Whitton

 

Priority: Member Engagement
Key Indicator: Life cycle of member Status: Complete
Objective Structure to integrate and orient new professionals to the region and develop cycle of progressive involvement opportunities through mid-level to senior level.
Team: Lawrence Lam, Michelle Primley-Benton, David Akana, Craig Whitton & Bobby Lambert
Key Indicator: Taskforce effectiveness Status: Complete
Objective Analysis of the effectiveness of current task forces and clear direction established for the future.
Team: Lawrence Lam, Michelle Primley-Benton, David Akana, Craig Whitton, & Mike Bowers
Key Indicator: Conference program Status: Complete
Objective Ensure the conference program meets the needs of the spectrum of professional levels and functional areas.
Team: Lawrence Lam, Michelle Primley-Benton, David Akana, Craig Whitton, & Mike Bowers
Key Indicator: Senior Housing Officer involvement Status: Complete
Objective Greater engagement and participation from senior housing officers in the region.
Team: Kathryn Magura & Ryan-Jasen Henne
Key Indicator: Institutional membership Status: Complete
Objective Strategy for growing and engaging institutional members.
Team: Lawrence Lam, Bobby Lambert, Michelle Primley-Benton, Paul Wheeler, Leslie Byrd & Craig Whitton
Key Indicator: Corporate membership Status: Future
Objective Strategy to improve “return on investment” for corporate members.
Team: Joe McQuillin, Kathryn Magura & Kate Gannon

 

Priority: Partnerships
Key Indicator: ACUHO-I affiliation Status: Complete
Objective Analysis of connection to core purposes and if affiliation with ACUHO-I is to be continued, formalization through a memorandum of understanding or affiliation agreement.
Team: Elaine Ames and Maria Bonifacio
Key Indicator: ACUHO-I Foundation support Status: Complete
Objective Analysis of connection to core purposes and if support of the ACUHO-I Foundation is to be continued, formalization through a memorandum of understanding or affiliation agreement.
Team: Erik Elordi and Esther Gaines
Key Indicator: PACURH relationship Status: Complete
Objective Analysis of connection to core purposes and if relationship with PACURH is to be continued, formalization through a memorandum of understanding or affiliation agreement.
Team: Esther Gaines
Key Indicator: AIMHO & RLPA relationships Status: Complete
Objective Analysis of “return on investment” for partnerships with AIMHO and RLPA, and if relationship is to be continued, formalization through a memorandum of understanding or affiliation agreement.
Team: Esther Gaines and Craig Whitton
Key Indicator: Functional association relationships Status: Closed
Objective Enhancement of connections with groups like regional APPA, etc. to support breadth of program offering.
Team: TBA

 

 Additional Resources & Information

• Original Master Plan: NWACUHO 2012-2016

Original Presentation by Josh Gana on the Master Plan, presented at NWACUHO 2012 in Ashland, OR, Celebrating our 50th Anniversary

2013 Updated Master Plan

2013 Master Plan Update Presentation by Erik Elordi & Michelle Primley-Benton, Presented at NWACUHO 2013 in Tacoma, W