Eastern Strategic Plan

EVAHU STRATEGIC PLAN
Date: 8/17/17 (1:00-2:20)
Location: Anthem 
Hilltop Conference Room
4433 Corporation Lane
Va. Beach, Va.

Board Members Present:

Brenda Cutting, Anya Simpson, Jill Age, Shell Fisher, Amanda Banner, Susan Taylor (remotely) Kim Setzer, Lawrence Stutts, Shannon Glover, Kellie Jo David, Diane Watson, Robin Haas.

Board Members Absent:

Mary Applewhite, Barbara Rogers

Facilitator – Brenda Cutting, President

Timekeeper – Jill Age, Treasurer

Note taker – Jill Age, Treasurer

Meeting called to order – Brenda Cutting, President

Brenda welcomed new Board and reviewed our Mission and Vision Statements

Mission Statement– The Eastern Va. Association of Health Underwriters mission is to support the VAHU mission statement – to educate, influence and inspire insurance professionals and legislators to lead the development of the future health insurance environment for the citizens of the Commonwealth of Virginia.

Vision Statement – The Eastern Va. Association of Health Underwriters vision is to support the VAHU vision statement – to be Virginia’s premier professional Health Insurance Association.

2017-18 STRATEGIC PLAN:

  • Media – Place 4 opt ads to local paper & editorials
  • Legislative – Board focus on meeting with Delegates
  • Membership Growth – Two membership drives strategy for retention
  • Educate – content and professional development.  Develop mentorship Program through local university and college.
  • HUPAC – Add Co-chair to help raise contributions.  100% of Board 12x12 Local membership 20-40% increase in contributions.  Minimum $50 annual Increase
  • Succession Planning – Add co-chairs to each board position for succession
  • Grow Funds - $3,000 net profit

 

GOALS FOR 2017-2018:

  • Membership and retention – focus on retention and growth.  VAHU goal is 3% or 85 members to 88.  Recognize current members.
  • Hold membership drives – identify non-members and do reach out
  • Campaign from email campaign for attendance at prior events.
  • Create Socials – Top Golf, Green Flash, Winter Social, Summer Social,Vendor Fair.
  • Professional Development – Medicare CE Symposium with 3 CE’s.
  • Support State CE with 4 CE’s, Provide up to 4 CE’s at upcoming Membership Meetings. VAHU sponsored certification.
  • Charity – focus on establishing charity that allows volunteerism and Donations.  Suggestions, Food bank, Union Mission, Toys4Tots.Raise funds with 50/50 raffle at each membership meeting.
  • Media – put EVAHU in the news Announce meeting, NAHU releases, VAHU Newsletter
  • Communications – Website for EVAHU
  • Legislative – Creditable EVAHU presence,Resource for members
  • HUPAC – Board to participate 12x12, state delegation donations present At membership meeting.
  • Awards – follow criteria for Pacesetter Award; Submit for Award
  • Budget – Grow checking account by $5,000 through membership events And sponsorships. Maintain “rainy day” fund in checking account.