2012-13 ANA Strategic Plan (4/17/12 draft)

Vision: The most respected, influential, and beneficial numismatic association focused on education, fellowship, and public service. Mission: The American Numismatic Association is a nonprofit educational organization dedicated to educating and encouraging people to study and collect money and related items. The Association serves the academic community, collectors and the general public with an interest in Numismatics. The ANA helps all people discover and explore the world of money through its vast array of programs including its education and outreach, museum, library, publications, conventions and seminars.

Core Values: Community, Leadership, Accountability, Service, Professionalism Value Propositions: (To be proposed with input from ANA staff) Targets Strategic Priorities Maximize Opportunities for Service to the Hobby Selected Undertakings Consumer Education The Numismatist Digital/Social Media Library

Recommendations
Expand offerings for beginning collectors and the general public to assist them in learning how to avoid common mistakes in purchasing coins and protect their collections Stay the course Stay the course in close collaboration with the Technology Committee Set a deadline goal by which collections will be digitized; consider an increase in staffing to achieve the goal and provide other enhanced services to members Explore the use of Google applications for enabling greater access Test the feasibility of sending ANA staff and resources to 12-15 regional member coin shows year; provide show organizers with a menu of possible services they might value receiving during those visits. Dedicate a staff member to lead both this program and the revived volunteer program described for the strategic priority, Develop and Maintain a Vibrant Volunteer Program Survey dealers regarding effectiveness of the Star System; respond appropriately to their opinions Look for future opportunities to work more closely with this group Stay the course with an intensified focus on building positive relationships Stay the course Stay the course

Specific financial and other quantitative targets established each year to which ED is held accountable

Serve Members Exceptionally

Regional Coin Shows

National Dealers Strengthen Relationships with the Collecting/Investing Community Shop Dealers World Mints U.S. Mint B.E.P.

Expand and liberalize set up and take down times to prevent discouraging exhibitors at the Worlds Fair of Money Exhibiting Provide awards that equal or exceed the quality of those provided at shows such as FUN and Central States; stabilize the funding of awards Assume financial support of the Joseph E. Boling award for Excellence in Judging Provide dedicated judges work space at Worlds Fair of Money and National Money Show Sundman Lectures Increase Knowledge of Numismatics Educational Outreach Stay the course Critically assess expansion of opportunities in 2013/14, particularly in the Internet universe Define the vision, mission, purpose, and priorities of the Collection and Museum Collection and Museum Order an immediate professional security audit to improve security of the public areas and to ensure that we give properly controlled access to staff Identify the core collections of the ANA Approve the Policies and Procedures Manual, including specific criteria for accessioning and deaccessioning Create a plan to complete cataloging of the core collection, including resources required Money Talks Develop, Deploy, Engage, and Protect Our Staff Professional Development Create a plan to double attendance for Philadelphia and beyond. Whenever convention layouts permit, build a classroom on the bourse floor for increased visibility Create budget line and plan for staff development Assign a confidential professional leadership coach to the Executive Director for the first year of his/her employment; consider making this permanent Schedule independent written reports to the Board at regular meetings or via WebEx by relevant functions, such as Membership, Marketing and Communications, Museum, Library Conventions, and Education. Revise Controller job description to require such reports as will be requested by the Board at intervals determined by the Board Order ASAE audits of ANA procedures, policies, and governance every other year Achieve Operational Excellence Governance Require ongoing balanced scorecard accountability of implementation of this Plan from the Executive Director to the Board President Require calendar accountability from the Executive Director to the Board President for the first year of his/her employment Place a clause in the contract of the Executive Director that bars him/her from pursuits that generate income beyond his/her ANA salary Recruit qualified member volunteers to audit the implementation of this Strategic Plan every six months with a report of findings to the Board

Marketing and Communications

Stay the course Create a strategic plan that clarifies the purpose, organization, methods of engaging and motivating volunteers, and the desired outcomes of a formalized regional volunteer program A dedicated ANA staff member will need to spend approximately half time coordinating the regional volunteer program and half time coordinating visits to regional coin shows (see Regional Coin Shows) Stay the course Perform a thorough study of the contributions made to the ANA vision and mission by WFM and NMS. Explore funding bases, venues, enhancements, growth, revision and possible discontinuance of one or more events to refocus available assets. Decide whether and how the financial and human resources allocated to these events might possibly be better applied to achieve the strategic priorities of the ANA Stay the course Create a strategic plan to engage members in selected demographic groups (e.g., 40 to 60 years of age) with strategies specifically designed for their needs. See that the strategies selected focus on the outcomes such groups find attractive rather than the services provided to them Create a strategic fund development plan with specific financial goals and a resource planto include a full-time professional fund raiserto implement the plan Set specific annual limits on using endowment funds for operating expenses; include this limit in the financial targets established each year to which the Executive Director is held accountable

Develop and Maintain a Vibrant Volunteer Program

Regional Volunteers

Exemplify Corporate Citizenship

Various services to the local community Worlds Fair of Money and National Money Shows YN Programs

Ensure Long-Term sustainability

Adult Members

Fund Development Financial Management