Washington Financial Aid Association Executive Council Meeting Committee Report Template
Save the completed report using the following format: WFAA.MeetingName.Date.CommitteeName.doc. Submit your report via email to the WFAA Executive Council listserv no less than 4 days prior to meeting.
WFAA Quarterly Officer Report 2016/2017 Executive Council Meeting Date August 5, 2016
Officer Information Office Held: President-Elect Officer Linnea Todd
Officer Goals for Service Year Strategic Plan Goals that are being met (check all that apply) Goal 1: Be a leader in providing training and professional development opportunities that are responsive to member needs Goal 2: Maintain the long-term financial stability of the Association Goal 3: Assess and monitor the performance of the Association and implement strategic Adjustments Goal 4: Increase member participation in Association activities Goal 5: Continually improve methods and processes for communicating with the membership Goal 6: Consolidate and communicate the public policy positions of financial aid administrators in Washington State and provide members with support and education to further their own advocacy efforts Goal 7: Maintain and enhance the diversity of our membership and the Executive Committee Goal 8: Collaborate and coordinate with other organizations and associations in order to serve our members more efficiently and effectively Specific Officer Goals (Include progress 1. Site selection for 2018 conference (eastern toward goals and measurement of side of state) success.) a. Identify possible locations b. Request RPFs from at least 2 sites among contending sites 2. Site selection for 2017 transition retreat a. Plan well-attended retreat within budget limits as outlined in 2016/17 WFAA budget 3. Grow presence in WFAA a. Attend as many WFAA-sponsored events
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WFAA Quarterly Officer Report 2016/2017 Executive Council Meeting Date August 5, 2016 as possible during 2016-17 b. Reach out and make individual connection with at least 90% of membership c. Attend NASFAA Leadership event in DC 4. Begin to identify new events and/or committee needs to better serve organization a. Review current events and outreach and related feedback; review potential for continued demand for these events b. Survey membership regarding their current needs
Summary of Activities (Descending Chronological) Ongoing – Corresponded with various site contacts in Kennewick, WA and Yakima, WA regarding potential 2018 conference locations July 26-27, 2016 – Presented NASFAA U. “Need Analysis” training at two sites (Tacoma, WA & Spokane, WA) as part of larger WFAA Summer Training event July 11, 2016 – Attended GoToMeeting event for 2016 WFAA Annual Conference as member of Conference Committee July 7, 2016 – Began preliminary organization of paper WFAA archives received from previous WFAA EC member, Marilyn Ponti (Whitman), sent e-mails to current and past- president to discuss handling, and identified potential WFAA membership to assist with electronic archiving June 16, 2016 – Assisted in recruitment of new Communications Chair, Josh Holloway
Budget Information Approved Budget $7,000 Budget Expenditures to Date $0 Event Information (complete if applicable) Event Name WFAA EC Transition Retreat Location TBD Date TBD Number Cost of Subtotal Registration Attendees TBD
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WFAA Quarterly Officer Report 2016/2017 Executive Council Meeting Date August 5, 2016 Complimentary Registrations (if applicable – i.e., scholarship recipients) Add more rows as needed for additional events.
Suggestions for Future Committee
Calendar of Events/Timelines Date Committee Description Member Responsible June 1- Linnea WFAA EC Transition Retreat 2, 2017 February 27-Mar Linnea NASFAA Leadership & Legislative Conference 1, 2017 July Linnea Identify 2018 WFAA conference location 2016
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