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Planning Days

Holding a Planning Day is one of the best ways to refocus and re-energise your organisation. Planning in the context of an association or charity needs to be practical, straightforward and provide a guide for future Board meeting agendas.

Our consultants at Associations Forum have extensive knowledge of the governance and operations of associations, and are experienced Planning Day facilitators.

Through our intensive work with the associations sector, they are able to provide relevant input to Planning Day discussions based upon our experiences and observations of other organisations.

We develop the agenda for the Planning Day in consultation with the association and, on the day, drive discussions forward at an appropriate pace to achieve tangible results by the close of proceedings. Attendees depart with a sense of clarity and accomplishment, knowing there is shared knowledge of a common direction and next steps.

10 Steps for successful Planning Days for associations

Contact

Please contact Kathy Nguyen on 02 9904 8200 or kathy@associations.net.au for further information.

Testimonials

"We are grateful for the assistance of Associations Forum. With the new plan and mission statement, we now have a clear path and direction for IMSANZ. Joining Associations Forum was a great move for us for all of the guidance and expertise they provide."
Leigh-anne Shannon, Executive Officer, Internal Medicine Society of Australia and New Zealand Ltd (IMSANZ) – August 2018

"Thank you for all of your efforts today and for the work you put in before today. We were all impressed at how you got us through so much, so efficiently and productively and the outcomes will be very useful to our work going forward. I am sure we will be in touch again, but in the meantime, thank you again." 
Patrick Earle Executive Director, Diplomacy Training Program - March 2018

"I wish to add my words of thanks for your skilful, sensitive and (happily) persistent facilitation of today’s workshop.  We are very much in your debt for an outcome—and process—of value to us as an organisation, a board and staff. We are not the easiest bunch of folk to marshal but you did it well.  Michael expressed the sentiment that many of us share.  He later said that his partners meetings would benefit from your input."
Paul Redmond, Chair, Diplomacy Training Program - March 2018

"Thanks for those comments and thanks very much for facilitating the day. We certainly got a lot out of the day and covered everything we needed to. Your insights about association management were invaluable. Thank you again."
Gillian Leach, CEO, Australian Association of Practice Management - March 2018

"I wanted to say thank you for the great session you lead the other day. The day was great, as it allowed the folks that weren’t there two years ago to understand more clearly and take some ownership of the direction of the brand. I thought the day went well, you kept folks focused and you drew out some of the challenges we are now faced with. So well done and thank you for the effort you brought to the day."
Richard Evans, Director, Australian Association of Practice Management - March 2018

"John was so integral to a positive outcome for the day – especially with such clear and concise board director roles and responsibilities guidance – a timely and helpful refresher for us all."
Scott McGill, Acting CEO, Australasian Society for HIV, Viral Hepatitis and Sexual Health Medicine – February 2018

"Thanks very much for the very productive and worthwhile meeting on Friday."
Conjoint A/Prof Mark Bloch, President, Australasian Society for HIV, Viral Hepatitis and Sexual Health Medicine – February 2018

"I really appreciated your input and keeping us focused."
Greg Haywood, National President, Strata Community Association – February 2018

"Once again, I just wanted to thank you for such a professional, and enjoyable day. I think you struck at the very heart of our Association and focused everyone on the realities of what they need to consider and what actions could be undertaken to achieve success under the eight pillars. I look forward to working with you in the future and to our journey ahead. Again, our thanks."
Louise Van Ristell, National Communications and Member Relations, Traffic Management Association of Australia – January 2018

"Thanks for facilitating our strategy review yesterday in Canberra. I think we covered a fair bit of new ground and moved the thinking for all of our attendees away from the 'historical legacy' and into planning strategically for the necessary practical path that lies ahead."
David Burnell, National Senior Vice President, Australian Institute of Building – November 2017

"I also feel that the day had a good outcome and has provided good information for [us] to work with. Thanks once again for your role in yesterday."
Sarah Neill, State Commissioner, Girl Guides NSW & ACT - September 2017

"Dear Denys, On behalf of AusIMM President Colin Moorhead and the AusIMM Board, thank you for your facilitation of our Board Strategy meeting on Sunday. As the Board mentioned on Sunday, this was one of the most successful and productive strategy meetings we have had to date, and we look forward to taking our outcomes and building the AusIMM into the future. I enjoyed very much working with you and thank you again Denys for your role in a most successful day.
Miriam Way, Chief Operating Officer, AusIMM - June 2017

"Just a quick note to say how pleased I am with the plan we made on the weekend. Thank you so much for your care and attention and for helping to steer us in the right direction. It's very much appreciated."
Karen Fitt, President, Australian Hand Therapy Association Inc – May 2017

"The Board were all very positive about the few days."
Christopher Cliffe, Chief Executive Officer, CRANAplus – March 2017

"It was an incredibly useful session and thank you for helping us through it. I left the meeting feeling extremely positive about what we currently do and what we will do. I was thrilled with how focused the Directors were and how they all participated."
Jill Brookfield, Executive Officer, Association of Accredited Certifiers – February 2017

"Many thanks for your great facilitation on Friday. It was expertly managed to a great conclusion. I really did not think we would make it that day in the time frame. You are to be congratulated."
Gillian Stapleton, Executive Director, Direct Selling Association of Australia – September 2016

"Thank you for your assistance with our Strategic Planning day in May, everybody felt like it was a productive and worthwhile day and feel that we all now have a little more clarity about the future of the Association."
Kate Noller, Executive Support Manager – Strategy, Australian Hand Therapy Association - June 2016

"I thought the day went very well.  The feedback from all the Council was very positive, with high praise for your knowledge and skills as a facilitator, keeping us on task without stifling input and discussion. Thanks again."
Barry Kidd, Chief Executive, Bus & Coach Association New Zealand Inc - March 2016

"Can I just say what a productive day it was and you were able to articulate, order and understand where we need to be (with our help of course). Thank you for the work you have done and will continue to do."
Erik Adriaanse, National President, Strata Community Australia - February 2016

"Just a quick note to thank you very much for facilitating the Strategic Planning Day last week. We received very positive feedback about your facilitation and the way in which you conducted the planning day."
Steve Romer, Chief Executive, Venue Management Association (Asia and Pacific) – February 2016

"Thanks for the documents and considered views. We greatly appreciated your input and guidance on the day.  I personally found it to be very rewarding. We are very fortunate here to have the desire, passion and capability to continue to grow as a board and as an organisation. This work helps set the foundation for this growth."
Anthony Mayne, CEO, Eurobodalla Adult Education – June 2015

"Thank you for your time last week and the good work at our Strategy Day. I think there was a good focus on what we need to do and I definitely think without your help it would have not been as outcome focussed as it was."
Katrin Schmidt, General Manager, Strata Community Australia (QLD) – February 2015

"It was great to have you involved as part if this important process. Your efficiency and insights are really valuable to getting the best possible outcomes for the day. Cheers, Phil."
Phil Wilkinson, Chief Executive Officer, Australian Institute of Refrigeration Air Conditioning and Heating – Sept 2014

"Thank you for the work with the GSA. I am sure we all benefited from your involvement."
Sue Fletcher, Chief Executive Officer, Geological Society of Australia Inc. - August 2014

"I think we got a lot achieved last Saturday and would not have done so without your assistance."
Jennifer Bicknell, Director, National Association of Women in Construction (NAWIC) – August 2014

"I would like to thank you for your time on Saturday. Every board member walked away invigorated and with lots of food for thought. There is much change afoot!!"
Tiffany Whittington, Secretary, Renal Society of Australasia - June 2014

"On behalf of the national Board of Leading Age Services Australia, I thank you sincerely for your role in our recent strategic planning day.  The day was very successful due in large part to the excellent direction and guidance you provided to our group.  It had the potential to be a highly complex discussion due to the numerous challenges we currently face however your advice and acquired knowledge of our challenges enabled our deliberations to progress constructively.  Directors and Executive were pleased with the outcomes of the session and gave credit to you for your input in helping us meet our objectives."
Marcus Riley, Deputy Chair, Leading Age Services Australia – May 2013

"The Society of Australian Genealogists engaged Associations Forum to facilitate its annual strategy and planning day. John Peacock led a series of discussions in which all Directors were able to fully contribute but which always stayed on track. By the end of the day a range of ideas across of diverse range of topics had been distilled down into a clear mission statement and a manageable number of statements of strategic objectives. All Directors who attended were very satisfied with the outcome and thought it had been the most productive strategy and planning day that the Society had ever held."
Ian Johnson, President, Society of Australian Genealogists - April 2013

"John’s understanding of the not-for-profit landscape and all the issues affecting this sector is expert.  He was able to assist us to navigate through what would otherwise have been a very laborious and legal minefield for a health practitioner to grasp conveying what we need to understand in a simple and non-complicated way. John has an engaging and professional manner which augurs well in building relationships across all our different branches in understanding issues that are of national significance and importance, especially in the area of advocacy."
Hellen Checker, National President, Dental Hygienists' Association of Australia – February 2013

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