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Informal Council Meeting Tuesday 16 th September 2014 Karen McMillan Branch Development Update

Informal Council Meeting Tuesday 16 th September 2014 Karen McMillan Branch Development Update. There are a number of things to share with you. Update on the new Financial Model. PACE AWARDS. Next Steps on Regional investment. Strengthened Branch Infrastructure.

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Informal Council Meeting Tuesday 16 th September 2014 Karen McMillan Branch Development Update

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  1. Informal Council Meeting Tuesday 16th September 2014 Karen McMillan Branch Development Update

  2. There are a number of things to share with you.... Update on the new Financial Model PACE AWARDS Next Steps on Regional investment Strengthened Branch Infrastructure

  3. Our new financial processes...so far...so good. Central team now in place • Michael Fadden, Branch Finance Executive; • Thu Ha Hills, Sales Ledger Administrator; • Vivien Ghattas, Purchase Ledger Administrator New processes are now underway • All payments and receipts processed as planned • Branches in receipt of paying in books • Several ‘how to’ webinars held in support of Treasurers • Financial Reporting by Branch will commence end Q1 • Significant undertaking to create the new reporting template • Operating now with a new system • Reports will be made available to Treasurers end Oct • Changes to Financial year End has prompted a change in • Branch Terms of Reference – to be ratified officially • through Council vote in Dec Update on the new Financial Model

  4. Branch constitution/Terms of Reference Synopsis of main changes 1. Modernised the language2. Branch purpose emphasised 3. Greater focus on business planning and accountability4. Consideration for regions included

  5. CIPD Certificate of Volunteering reliable and extended service at branch, local level, a crucial part of the local team, a bedrock of volunteer activities (not limited or capped and not judged)Showcase PACE Volunteer Awards networks or individuals, delivered something exceptional in recent past (selectively judged) Branch Chairs and Local Leaders Awards Awarded to recognise local and regional leadership, and to showcase our best branch chairmanship(selectively judged) The next round of PACE Awards is underway.... PACE AWARDS Nominations Closing Date 9am on Fri 10 October 2014 Awards will be celebrated at Formal Council Dinner Monday 8 December ACE drinks followed by dinner at the Armenian

  6. Next steps on Regional investment.... Next Steps on Regional investment Our collective delivery in Scotland has confirmed that combining our efforts creates extra value

  7. Appointing a ‘Head of London’ is our next priority

  8. We remain committed to our agendas across the UK and working with you to determine the future Scotland Hypothesis playing out, wins emerging, with opportunities abundant Northern Ireland Sustainable administrative support solution Engagement with NAP team Early positive discussion on ambitions and possibilities going forward but a long way to go Ireland Very established office presence and team, strengthened with appointment of Paul Marshall Engagement with MAP team Branch Chairs meeting in early Oct for 1st phase of exploration Wales New boundaries and 3rd Welsh branch effective 1st July. Pan-Wales meeting delivers a headline Plan Growing appetite from Govt to meet Pan London agenda and business Plan now confirmed ‘Head of London’ role authorised Events Manager already in situ Channel Islands Jersey & Guernsey now a stand-alone branch from July 2014

  9. Enabling volunteers and branches...... Update on the new Financial Model PACE AWARDS Next Steps on Regional investment Strengthened Branch Infrastructure

  10. Strengthening the branch infrastructure will focus on 3 key areas, prioritised over the next 6 months.... Websites Event Management System Bulk Email System

  11. Branch Websites Strengthened Branch Infrastructure 1. • Move to Tridian platform • Modern, fresh and integrated look • Streamline the branch pages • Easier to navigate • Greater design flexibility • Support from HQ • On brand

  12. Event Management System Strengthened Branch Infrastructure 2. • 3rd party supplier solution under consideration • System is updated/modernised continuously • Modern/seamless customer experience • Event templates possible • Intuitive, multi-functional admin environment • Mobile & tablet ready • Integrated checkout • Inbuilt communication, marketing and survey tools • Versatile event reporting tools • 24hr telephone support

  13. Strengthened Branch Infrastructure 3. Bulk Email • Currently use Smartmarketer • Product withdrawal • Restricted templates • Segmentation currently not possible • Move to Adestra • New templates – fresh modern professional look • Option to send either event mailing or • e-newsletter weekly • Segmentation of member data possible using filters

  14. New Branch systems will be in place by early 2015 Timeframes Websites & Event Management System April 2014: Spec / wish list drawn up and presented to IT June 2014: Spec complied and tender process started August 2014: Presentations and proposals received and considered September 2014: System solution decision October – December 2014: System development and staging January 2015: NEW branch website and event management system goes live Bulk Email System October 2014: All email communications will be moved over to Adestra Branch training underway

  15. Thank you and safe journey home!

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