NAFA Long Range Plan 2015-2020
“Spectacular Achievement is Always Preceded By Spectacular Planning”
Long Range Planning Committee:
Harry Allen, CAFS – Chair
Jeron Downing, CAFS H. E. “Barney” Burroughs, CAFS
Trey Fly, CAFS Doug Griffin
Jeff Holt, CAFS, NCT Timmy Lott, CAFS, NCT II
Jay Reese, CAFS Jim Rosenthal, CAFS
Tom Ryan, CAFS Leslye Sandberg, CAFS
Marisa de Segovia, CAFS Chris Zaker, CAFS, NCT II
And a Special Thanks to;
All of the members of NAFA who completed surveys and member input and opinion questions that served to guide the Committee.
Mission Statement for NAFA – 2015-2020
· To conduct education, certification and compliance programs for Members, end-user personnel and the HVAC&R Industry
· Develop “best practice” Guidelines for the air filter industry
· Provide publication and forums for the exchange of information about technical standards, government regulation, industry trends and product information.
Vision Statement For NAFA – 2015-2020
By the year 2020, NAFA is the recognized leader in air filtration education.
NAFA Long Range Plan Objectives
2015 – 2020
Approved Plan
While this Long Range Plan is divided between the NAFA Committees, it is understood that NAFA Staff is responsible to achieve these goals, working within and through coordinated efforts with the respective Committees.
Membership Marketing Committee Goals
Goal
Overall Goal: Develop and implement programs that grow NAFA Membership and expand NAFA’s public relations efforts.
Objective 1 - Achieve an overall 3% net growth or the difference between a typical 7% decline and 10% growth per year over 2014 Current Member Companies (or equivalent membership) with a baseline of 230 beginning with 2015.
Action Steps & Time Frame
Grow Membership by reviewing member categories to simplify and streamline looking to reduce the number of categories and expand description of Members (i.e. to include just Active and Associate plus one other “catch-all”) for recommendation to the Board by December 2015.
Resources:
$10,000.00 in Marketing and Membership Development budget.
Track & Measure;
Report to the NAFA Board of Directors meeting at each regularly scheduled Executive Committee and Board meeting.
Objective 2 - Create a Member category for internet air filter companies to add to the Member list for recommendation to the Board with the objective of adding 10 new companies per year.
Action Steps & Time Frame:
Recruit 10 internet companies by December 2016 and each year thereafter at a Member cost to be determined at a discount for those distributing NAFA Associate Member company products to be determined. This category of member would be reported over and above the 10% growth goal in Objective 1.
Resources:
Solicitation of internet companies would be included in the Marketing and Membership Development budget with no anticipated increase.
Track & Measure:
Report results to the NAFA Board of Directors at regularly scheduled Executive Committee and Board meetings.
Objective 3 - Review dues structure to provide a more equitable dues structure for larger distributors/manufacturers versus smaller companies and make recommendations to the NAFA Board by September 2016.
Action Steps & Time Frame:
Of the 10% growth goal, have 5 smaller air filter companies in this mix beginning in October, 2016.
Resources:
This would be included in the Membership and Marketing budget.
Track & Measure:
Report to the NAFA Board of Directors at regularly scheduled Executive Committee and Board meetings.
Objective 4 – Review and propose to the NAFA Board of Directors, a program that would grow NAFA by attracting at least 2 Members -per-company participation in those NAFA Member Companies that have at least 15 employees, by Dec. 2015.
Action Steps & Time Frame:
Provide the NAFA Board with recommendations by September 2016 with implementation by October 2016.
Resources:
This would be included in the Member and Marketing Budget.
Track & Measure:
Do survey of NAFA Companies to determine type of company member, major activity, and total number of employees
Objective 5 – Achieve higher Technical Seminar and Annual Conference attendance by offering a NAFA Member Company Discount Program incentive for Members attending from the same Company.
Action Steps & Time Frame:
Adopt pricing schedule by December, 2014 and initiate program at TECH2015.
Resources:
Funding for this Objective are revenue neutral as the costs for regular registration covers the fixed costs and discounted registration covers the variable cost of food and beverage for the additional attendees.
Track & Measure:
Review results of TECH 2015 and report to the NAFA Board of Directors meeting after TECH2015.
Marketing Public Relations Goals
Overall Goal:
Raise NAFA’s brand visibility and public relations efforts throughout the HVAC&R industry and associated industries.
Objective 1 - Retain Part-time Marketing/Public Relations person. Develop with Staff a Monthly Press Release Schedule to be emailed to specified industry press organizations. Develop an overall strategy for PR.
Action Steps & Time Frame:
Beginning in September 2015, create a written annual calendar of PR (including press releases, articles, announcements and advertisements) Monthly releases per the Schedule, developed by December 2015 and implemented thereafter. Revise on a yearly basis as necessary. PR person to research and recommend best approaches to PR for NAFA.
Resources:
Create a new budget item in 2015-16 for Public Relations to include costs for Marketing Professional (part-time web SEO cost-see below under Staff/Board of Directors Goals ), and selected advertisements for ASHRAE Journal and Engineered Systems magazines. First year budget for marketing person would be $4,000.00.
Track & Measure:
Marketing person to prepare report and submit to the NAFA Executive Committee and Board at regularly scheduled meeting in April, 2015.
Objective 2 - In conjunction with Marketing Personnel, develop a targeted marketing campaign with specific air filtration PR pieces for the following:
Gun Range and Shooting Industry
Hospitals
OEM’s – Johnson Controls, Trane, Carrier, etc.
Building/Property management Companies
Pharmaceuticals
Utilities
Dust Separation
Nursing and other Healthcare Associations
Action Steps & Time Frame:
Develop two pieces per year designed to market the value that NAFA can be in the air filtration application to the target industry.
Resources:
Budget $2,000.00 per year in the Membership Marketing Development account.
Track & Measure:
Report progress at regularly scheduled Executive Committee and Board of Directors meetings.
Objective 3 - Assure NAFA is represented at the following meetings of listed HVAC&R events- 2016 - 2020.
Action Steps & Time Frame:
Representation at the following organization annual and/or semi-annual meetings:
AFE
AHRI
*ASHRAE (2 times per year-trade show in January)
*ACCA/IAQA
HARDI
HRAI
*HVAC&R Alliance (3 times per year)
*INDA (air filtration tutorial makes revenue neutral plus trade show booth)
NAPHCC
NADCA
*RSES
*Priority organizations with direct link to NAFA Membership as of 2014.
Resources:
Budget would be $1,500.00 per organization meeting - $15,000.00 per year plus $12,000.00 for ASHRAE separately.
Track & Measure;
Attendee to report to the NAFA Board on attendance and results for NAFA.
Goal 3: Develop “best practice” application Guidelines for the Air Filter Industry.
Objective 1: Write 10 new industry Guidelines by 2015.
Action Steps
Revise PRD of Guideline Committee and survey Committee to ascertain first the 10 guidelines
Needed, then prioritize the Guidelines by date.
Time Frames
See above – Committee to determine individual timeframes with completion of 10 by September of 2015.
Resources
No impact on budget anticipated as Guidelines will become electronic and available over the
NAFA website. Possible impact could be honorariums to industry “experts” where needed for specific applications.
Tracking & Measurement
Measurement will be the results of the Guidelines Committee report to the Board of Directors two times per year.
Objective 4 - Develop a website in Spanish by 2017.
Action Steps & Time Frame:
This website should be able to renew certifications, provide a Spanish-edition Air Media and relate all other activities of NAFA.
Resources:
Allocate money $5,000.00 first year and $5,000.00 each year for 3 years to create and develop a Spanish website beginning in 2016.
Track & Measure;
Report to the NAFA Executive Committee and NAFA Board plans and results to achieve full implementation of website at regularly scheduled meetings.
Education, Training and Certification Committee Goals
Overall Goal – To develop and provide educational program and materials, and revise and develop certification programs that will increase the overall level of knowledge and professionalism of the NAFA Membership and end-user personnel.
Objective 1 - Work with Staff and conference chair to examine and implement ways to encourage and maintain last day attendance at TECH and Annual Conferences.
Action Steps & Time Frame:
Discuss at September meeting 2015. Record initial recommendations and hold online teleconference as necessary to arrive at possible solutions by April, 2016. In conjunction with Board approval, recommend final solution to the Board by September 2016.
Resources:
No additional resources are anticipated.
Track & Measure;
Report to NAFA Executive Committee and Board of Directors at regularly scheduled meetings.
Objective 2 - Develop an e-learning program for expanded educational opportunities for NAFA Members and other – online.
Action Steps & Time Frame:
Work with web design professionals to develop educational webinars and other online programs. Develop calendar for implementation by December 2016.
Resources:
Add a Certification and Training Chart of Accounts to the budget and allocate $2,500.00 in the first year with $2,000.00 each additional year for program development.
Track & Measure;
Initiate first program by April, 2017 with additional programs added as determined by resources and Committee direction.
Objective 3 - Develop a mobile phone app for field use by Dec. 2017.
Action Steps & Time Frame:
Initiate discussion on types of apps that might be incorporated into an overall NAFA app program for Members and possibly end-users.
Resources:
Resources for this project would have to be determined when the actual app was determined.
Track & Measure;
Tracking and measuring would begin when the appropriate app was determined.
Certification Sub-Committee Goals
Overall goal – To investigate, plan and execute certification programs that will enhance and add to the overall education, knowledge and professionalism of NAFA Members.
Objective 1- Produce an online tutorial and testing program for CAFS and NCT by 2015. Assure that the renewal program is revenue neutral so that it does not adversely affect the NAFA income.
Action Steps & Time Frame:
Discuss and recommend to the Board a program by April, 2015. Initiate video recording at 2015 TECH.
Resources:
Cost to produce the tutorial would be approximately $2,000.00 since this could be a recording of the Track Two tutorial at a TECH conference (which we would recommend) with editing.
Track & Measure;
Tutorial can be completed by June of 2016 and initial testing online by September of 2016. Report results to the NAFA Board by September 2016.
Objective 2- Design a new CAFS and NCT recertification program that incorporates at least 2-3 year cycle for recertification by January 2016. Assure that the renewal program is revenue neutral so that it does not adversely affect the NAFA income.
Action Steps & Time Frame:
Initiate a two-year trial beginning with April 2015. Determine effectiveness of program and initiate 3-yer trial 2016 based on results of two-year trial.
Resources:
With the program being revenue neutral, there should not be any substantial resources needed implementation.
Track & Measure;
Report results of two-year trial to NAFA Board at September 2015. Get green light for three year trial based on Board recommendations of success and impact on budget.
Objective 3 - Design a new higher level of CAFS certification that would include media, testing, manufacturing, mechanical, electrical, and building envelope and IAQ expertise by 2017. These may include certifications from other Association Partner HVAC&R Associations.
Action Steps & Time Frame:
Discuss and recommend needed curriculum (possibly involve U of Minn., U of NC, other HVAC&R Alliance Members – survey selected NAFA CAFS for input - report results to the NAFA Board of Directors by April, 2016. Initiate program (if approved) by April, 2017.
Resources:
Add $5,000.00 to Education and Certification budget for 2017 to subsidize initial program (if approved).
Track & Measure;
Survey attendees to get feedback on revisions and additions, and value of program. If successful, initiate revisions as required.
Technical Committee Goals
Overall Goal – To assist staff and conference chairperson recruit presenters to the Annual Conference and Technical Seminar who will present topics of interest to the membership.
To review and approve all technical publications in official NAFA publications, review CAFS and NCT examination pass/fail ratios and insert/revise questions as necessary, and to provide an ad hoc committee every four years to rewrite the NAFA Guide to Air Filtration and the Installation, Operation and Maintenance of Air Filtration Systems texts.
Objective 1 – Review, in conjunction with the Guidelines Committee, all Guidelines every two years for revisions and/or updates by April of each year each year starting with 2015.
Action Steps & Time Frame:
Meet with Guidelines Chair and determine which Guidelines need to be rewritten prior to the next scheduled meeting of the Committees.
Resources:
No resources are needed for this activity.
Track & Measure:
The Technical Committee and the Guideline Committee Chairs should coordinate this activity and report to the Board as necessary.
Objective 2 - In April of 2016, form an ad hoc subcommittee for the 5-year rewrite of the IOM Manual which will be due out January of 2018.
Action Steps & Time Frame:
Use the all reference resources and NAFA Member expertise to increase the information and update the text. Assign chapters to NAFA Members who deal in the subject matter areas of the text. Assemble a review committee to do a final text review prior to production
Resources:
Allocate approximately $15,000.00 in the 2017 budget for the reprint of the IOM Manual.
Track & Measure;
Technical Committee chair to report to the NAFA Board of Directors on progress during revision and completion. Complete assignment by November 1, 2017 for printing in December and distribution in January of 2018.
Objective 3 - In April of 2017, form an ad hoc subcommittee for the 5-year rewrite of the NAFA Guide to Air Filtration text which will be due out January of 2019.