2016 Operating Plan
CPCU Society Chapter Name: Hawaii Chapter
1. Provide Relevant KnowledgeGoals / Initiatives/Business Owners / Key Deliverables/ Milestones / Year-End Chapter Status
(Due: January 31, 2017) / Chapter Governor Year-End
Feedback
1.1 / • Minimum of two events are held per year. Examples include:
• Chapter/interest group-
partnered events
• Chapter/other insurance organizations-partnered events
• Workshops/symposiums
• I-Day events / March 2016: Hold Joint Workshop - CPCU Hawaii Independent Insurance Association (Ethics CE Class)
August 2016: Joint Education Initiative - CPCU, UAH, HIIA, HAIP (Get Ready Emergency Hurricane Preparedness Fair to public) / In lieu of workshop and education initiative, served as local chapter host for the Annual Meeting in Honolulu Sept 17 – 20, 2016.
Held a social with the Western Region chapters on Sept 18, / Completed.
1.2 / • Meet the following 2016
recruitment/retention goals:
Total chapter members of XXX by December 31, 2016
The breakdown of the member goal by member category is as follows:
• New designees (2016): 3
• New designees (2017): 4
• Regular members: 100
• Regular retired: 3
• Lifetime retired: 1
• Candidates: 4
• Affiliates: / Retention 90%
3 New Designees – 2016
100 Regular Members
3 Retired Members
1 Lifetime Retired Members
4 Candidates / Retention 92%
4 New Designees – 2016
95 Regular Members
3 Retired Members
1 Lifetime Retired Members
4 Candidates / Completed
1. Provide Relevant Knowledge
Goals / Initiatives/Business Owners / Key Deliverables/ Milestones / Year-End Chapter Status
(Due: January 31, 2017) / Chapter Governor Year-End
Feedback
1.3 / Membership conversion rate for new designees of 47% by December 31, 2016
Membership retention rate of 90% by December 31, 2016 / All board members to communicate the value of CPCU. Talk up CPCU whenever interacting with insurance professionals and designees to encourage them to join or renew CPCU membership. / Conversion rate of 50% for New Designees
Retention rate of 92% / Completed.
2. Empower Professionals to Succeed
Goals / Initiatives/Business Owners / Key Deliverables/ Milestones / Year-End Chapter Status
(Due: January 31, 2017) / Chapter Governor Year-End
Feedback
2.1 / • Leadership transition/ succession plan in place and implemented annually. Elements of the plan should include:
• Transition checklist
• T raining plan for incoming
officers
• Role descriptions for
officers/committee chairs / Expand Officer transition checklist.
Review and refine training plan for incoming officers.
Review role descriptions for officers and committee chairs and incorporate into Training Plan for incoming officers.
Incoming and outgoing officers to meet to transfer records and responsibilities. / Officer transition checklist documented.
Officer training plan reviewed.
Role descriptions and committee chair responsibilities discussed via email.
Incoming and outgoing officers met to transfer records and responsibilities. / Completed.
2. Empower Professionals to Succeed
Goals / Initiatives/Business Owners / Key Deliverables/ Milestones / Year-End Chapter Status
(Due: January 31, 2017) / Chapter Governor Year-End
Feedback
2.2 / • Minimum of one chapter officer attends the Leadership Summit annually. / Hawaii chapter officer attended in 2014 and may attend in 2016.
2016 attendance is under discussion. / No officers attended the Leadership summit in 2016. Officers were focused on the Annual Convention held in Hawaii. / Not Completed.
2.3 / • Chapter operating plan is
defined and submitted for
2017 no later than December 31, 2016. / Define and submit 2017 Hawaii Chapter operating plan by 12/31/16. / 2017 Hawaii Chapter operating plan submitted XX/XX. / Completed.
3. Engage Future Generations of Leaders
Goals / Initiatives/Business Owners / Key Deliverables/ Milestones / Year-End Chapter Status
(Due: January 31, 2017) / Chapter Governor Year-End
Feedback
3.1 / • Minimum of two events per year
are held. Examples include:
• Networking events (e.g.,
conferment celebrations)
• Chapter meetings
• Chapter/interest group-
partnered events / Hold Monthly Chapter meetings with general members invited.
September 2016: Host CPCU Annual Convention, All I Day, & New Designee Conferment. / Chapter meetings were held in January, February, March, April, May, June, July, August, September and October. 2017 Officer installation dinner held in December. New Designee Dinner held in October. / Completed.
3.2 / • Chapter website is current and
accurate. / Update chapter website content at least quarterly.
https://hawaii.cpcusociety.org / Website updated quarterly. / Completed.
3.3 / • Members are communicated with 10 times per year (e.g., via Chapter Grams, e-mail and social media updates). / Hawaii chapter will communicate with members 10 times per year via flyers, email and chapter website. / Members communicated with via emails throughout the year. Chapter website also updated throughout the year. / Completed.
3. Engage Future Generations of Leaders
Goals / Initiatives/Business Owners / Key Deliverables/ Milestones / Year-End Chapter Status
(Due: January 31, 2017) / Chapter Governor Year-End
Feedback
3.4 / • Student member engagement
plan is defined for chapters
that have a Gamma Iota Sigma chapter linked to theirs and that have student members. / February 2016: Participate in chartering ceremony for University of Hawaii West Oahu (UHWO) Insurance Club to convert to Gamma Iota Sigma Chapter.
Add link on Hawaii chapter website to new Gamma Iota Sigma Chapter.
Discuss and investigate other Hawaii educational institutions becoming a Gamma Iota Sigma chapter. / Attended chartering ceremony on February 12.
Added link to website.
Invited both our Gamma Iota Sigma members and invited non Gamma Iota Sigma students to volunteer at Annual Meeting.
Invited students to Installation dinner 12/1/2016. / Completed.
3.5 / • A volunteer recognition plan is defined and implemented annually. / Send volunteers employers thank you letters at end of the year. / Thank you letters sent to volunteers in February and October. Thank you letters sent to employers in February. / Completed.