Major Assignments in Strategic Planning and Facilitations in:
Strategic and Market Research planning, Governance, Staff Management,
Marketing, Membership, Communication and Education Reviews and Analyses,
Engagements and References 2000-2008
American Society of Clinical
Oncology (ASCO) – February 2008--30 Million Budget, 150 staff
Contact:
Jean Colvard
Sr. Director, ASCO Member & Meetings Services
1900 Duke St, Ste 200
Alexandria, VA
22314
(703) 299-1068
Services rendered by Stephen C.
Carey, Ph.D, CAE, Karen Clayton, CAE: Conducting a full review of the
ASCO annual meeting and 4 large conference policies, procedures, revenue,
expenses and contracts to ensure that the association is receiving full value
for services, and that services are aligned to service goals and objectives.
Merchants Advisory Group—January
2008—N/A
Contact:
Dodd
Roberts
Executive
Director
Dallas, TX
214.792.4569
Services rendered by Stephen C.
Carey, Ph.D, CAE and Karen Clayton, CAE:
Assisting the association initiate operations in
2008. Assisting in development of the bylaws and governance structure, office
organization and other start up activities. Conducting a strategic planning
session to ensure the association’s resources are devoted to accomplishing its
goals and objectives.
Biotechnology Industry Association
(BIO) –January 2008—50M budget, 200 staff
Contact:
Scott
Whitaker
COO
Biotechnology
Industry Organization
1201 Maryland Ave, SW
Washington DC 20024
swhitaker@bio.org
202.962.6667
Services rendered by Stephen C.
Carey, Ph.D, CAE, Karen Clayton, CAE and Len Rickman MS: Conducting
a full five month strategic assessment using in-depth interviews, focus groups
and a quantitative needs assessment survey to prepare the association for their
strategic planning program and implementation. The strategic planning program
and plan will be a proactive and forward looking vision session. Conducting a
facilitation with all governing board sections and a facilitated strategic
planning session for the Ex Com. The plan will link the objectives of the
association with the operational plan for the coming several years.
American Society of Clinical
Oncology (ASCO) – January 2008--30 Million Budget, 150 staff
Contact:
Jean Colvard
Sr. Director, ASCO Member & Meetings Services
1900 Duke St, Ste 200
Alexandria, VA
22314
(703) 299-1068
Services rendered by Stephen C.
Carey, Ph.D, CAE, Karen Clayton, CAE: Conducting a full review of the
ASCO annual meeting revenue, expenses and contracts to ensure that the
association is receiving full value for services.
Kitchen Cabinet Manufacturers
Association –January 2008—3M budget, 5 staff
Contact:
Janet Titus
Director of Member Services
or Dick Titus
President and CEO
1899 Preston White Dr.
Reston, VA 20191
(703) 674-0358
Services rendered
by Stephen C. Carey, Ph.D, CAE, Karen Clayton, CAE and Len Rickman MS: Conducting
a full 4 month strategic assessment and plan using in-depth interviews, focus
groups, an 18 area environmental scan and a quantitative needs assessment
survey to prepare the association for their strategic planning program and
implementation. Conducting a facilitation with the Board. The plan will link
the objectives of the association with the operational plan for the coming several
years.
International Registration Plan of
the American Association of Motor Vehicle Administrators (AAMVA)—December 2007
/ August 2003 / December 2003--$20 Million—100 Staff (Multiple Assignments)
Contact:
Joelle
Ward
Senior
Director of Member Services
International
Registration Plan, Inc., or,
Jim
Magruder
Chief
of Staff,
Arlington, VA 22203
Phone:
T: 703-908-2810
jward@irpinc.org
Services
provided by: Stephen C. Carey, Ph.D.,
CAE, and Karen Clayton, CAE: Conducted a quantitative needs
assessment with qualitative report based on interviews with the Board of
Directors. Provided facilitation and governance training services for the Board
of Directors at the International Board Meeting. Facilitation centered on current trends and
practices in association governance and management focusing on duties and
responsibilities of officers and directors, roles and responsibilities of board
and staff operations, dues structure, work processes and policies and
procedures, and board logistics and management. In a separate assignment,
positioned the Association to restructure its committee governance operations
and align operations with strategic and business plans. Developed models,
templates and best practices for the Committee Task Force to review in its
deliberations.
Coalition of Wound Care
Manufacturers – December 2007--.5 Million Budget, 1.5 staff
Contact:
Marcia Nusgart, R.Ph.
Executive Director>
5225 Pooks Hill
Road, Ste. 1626N
Bethesda, MD 20815
301-530-7846
Services rendered by Stephen C.
Carey, Ph.D, CAE, Karen Clayton, CAE: Conducted research in the form
of in-depth interviews and an environmental scan in preparation for a strategic
planning session for the Coalition to set its course for the next several years
Contact:
Janet Titus
Director of Member Services
or Dick Titus
President and CEO
1899 Preston White Dr.
Reston, VA 20191
(703) 674-0358
Services rendered
by Stephen C. Carey, Ph.D, CAE, Karen Clayton, CAE and Len Rickman MS: Conducting
a full 4 month strategic assessment and plan using in-depth interviews, focus
groups, an 18 area environmental scan and a quantitative needs assessment
survey to prepare the association for their strategic planning program and
implementation. Conducting a facilitation with the Board. The plan will link
the objectives of the association with the operational plan for the coming
several years.
Society of American
Foresters–October 2007—5M budget, 25 staff
Contact:
Charlene Nelson
Senior Director, Marketing and
Membership
301.897.8720
Services rendered by Stephen C.
Carey, Ph.D, CAE, Karen Clayton, CAE and Len Rickman MS: Conducting
a full 7 month marketing and membership
assessment using in-depth interviews, focus groups, 18 area
environmental scan, and a quantitative needs assessment survey to prepare the
association for their strategic planning program and implementation going
forward.
American Psychological
Association–November 2007—$100M budget, 400 staff
Contact:
Judy A. Strassburger, Executive Director
Governance Affairs
750 First Street, NE
Washington, DC 20002-4242
(202) 336-6088
jstrassburger@apa.org
Services rendered by Stephen C.
Carey, Ph.D, CAE, Karen Clayton, CAE and Len Rickman MS: Conducted
a full review, assessment and analysis of the APA annual convention and
exhibit. Examined and benchmarked with like associations all convention
functional areas so that APA could develop best practices and compare itself to
like organizations. Presented findings to the APA Board of Directors and the
Convention Oversight Board.
Institute of Hazardous Materials
Management—October 2007—1M Budget and 5 Staff
Contact:
Betty
Fishman, MAOM
Asst.
Executive Director
11900 Parklawn Drive
Rockville, MD
20850
301.984.8969
bfishman@ihmm.org
Services rendered by Stephen C.
Carey, Ph.D., CAE, Karen Clayton, CAE and Len Rickman MS: Provided
a full strategic planning and research assignment with in-depth interviews, in
preparation for a strategic planning session by the Board. Facilitated
the strategic planning process and creating of the strategic plan.
Flavor and Extract Manufacturers
Association of the US—September
2007 and April 2007—3.5M Budget and 10
staff
Glenn
Roberts
Executive
Director
1620 I
St, NW Ste 925
Washington DC, 20006
202.293.5800
groberts@therobertsgroup.net
Services rendered by Stephen C.
Carey, Ph.D, CAE, Karen Clayton, CAE and Len Rickman MS: Conducted a leadership wide facilitation orienting
committee chairs and board liaisons with developing the new work plan of the
association. Conducted an association
needs assessment with in-depth interviews, focus groups, an environmental scan
and quantitative survey in preparation for creating the new Strategic Plan.
Facilitated the strategic planning process and aligning and linking the plan
objectives and tactical initiatives to the annual work plan and budget.
International Association for
Exhibition & Events (Formally NAEM) –September 2007—3M budget, 15 staff
Cathy
Breden, CAE, CMP, COO, and
Steven
Hacker, CAE, President
8111
LBJ Frwy
Dallas, TX
75251
972.687.9201
Cbreden@iaem.org, shacker@iaem.org
Services rendered by Stephen C.
Carey, Ph.D, CAE, Karen Clayton, CAE and Len Rickman MS: Conducting
a full 18 month strategic assessment using in-depth interviews, focus groups
and a quantitative needs assessment survey to prepare the association for their
strategic planning program and implementation. Conducting a facilitation with a
variety of members in different cities and a facilitated strategic planning
team program. The plan will link the objectives of the association with the
operational plan for the coming several years.
Association of Professional
Researchers for Advancement—July 2007 /
February, 2006—1.1M –4 staff---Multiple Assignments
Pamela Poland, President
40 Shuman Blvd., Ste 325
Naperville, IL 60563
Phone: 212.715.1253
ppoland@japansociety.org
Services
rendered by Stephen C. Carey, Ph.D., Jeffery Morrison and Karen Clayton: Conducting a Governance structure facilitation to
restructure the association for the future. Assisted the association in
determining whether to remain a stand alone association or to move to the
services of an association management company.
Conducting and governance and management study with benchmarks and best
practices for the Board’s consideration in its decision making. Conducting, concurrently, a strategic
planning process to set the association’s course for the future with an
environmental scan and quantitative survey as guideposts and data points.
Toy Industry Association—August
2007—5M budget, 25 staff
Jean
Butler
Vice
President
Toy Industry Association, Inc.
1115 Broadway ~ Suite 400
New
York, NY 10010
Phone:
(646) 520-4845
Fax:
(212) 633-1429
email: jmarengo@toy-tia.org
Services rendered by Stephen C.
Carey, Ph.D, CAE, Karen Clayton, CAE and Len Rickman MS: Conducted
in-depth interviews with senior volunteers and executive staff in regards to
the value of products and services and key issues of the association.
Conducting a quantitative value needs assessment to prepare the Board and staff
for future planning and product line assessment.
Pennsylvania Association of Realtors --July 2007 – 50 local realtor associations
Adrienne Nichols,
e-PRO, M.Ed.
Director, Education
Pennsylvania Association of REALTORS®
4501
Chambers Hill Road
Harrisburg, PA 17111
anichols@parealtor.org
800.555.3390 X-3013 phone
Services rendered by Stephen C.
Carey, Ph.D, CAE, Karen Clayton, CAE: Conducted a communications and
marketing assignment for the communications staff of all the local realtor
organizations in Pennsylvania and Delaware Valley.
Created a value of benefits and services program to provide local
realtor associations with delivery vehicles for defining value for members.
American College of Veterinary Surgeons—June 2007— 10 Staff—2.7M Budget
Ann T.Loew, EdM, Executive Director
11 N Washington St, Suite 720
Rockville, MD 20850
phone: 301-610-2000 ext. 108
e-mail: aloew@acvs.org
Services rendered by Stephen C. Carey, Ph.D, CAE, Karen Clayton, CAE and Len Rickman MS: Provided a full strategic planning and research assignment with in-depth interviews, focus groups and an environmental scan in preparation for a strategic planning session by the Board.
American Road & Transportation Builders Association—May 2007 – 30 staff –8M
budget
Matthew Jeanneret, CAE
Senior Vice
President, Communications & Marketing
1219 28th Street, N.W.
Washington, D.C. 20007
Ph. 202-289-4434, ext. 106
Services rendered by Stephen C.
Carey, Ph.D, CAE, Karen Clayton, CAE: Provided research and strategic
planning services. Conducted in-depth interviews and an environmental scan to
provide the planning team with necessary research to develop strategic goals
and objectives going forward. Facilitated a 1.5 day strategic planning session
with the Planning Team.
American Academy of Hospice and Palliative Medicine—June 2007 /
August, 2006 / March 2007 –3M—10 staff—Multiple Assignments
Ronald S. Schonwetter, MD,
Executive Vice President/ Chief
Medical Officer
LifePath Hospice and Palliative
Care, Inc.
President,
American Academy of Hospice and Palliative
Medicine
12973 Telecom Parkway, Suite 100
Temple
Terrace,
FL 33637
Phone: 813-871-8001
Fax: 813-383-5044
schonwer@lifepath-hospice.org
Services rendered by Stephen C.
Carey, Ph.D., CAE and Karen Clayton, CAE:
Assisted in the preparation of the job specification
and review for the new executive director. Conducted a full management assessment of the
association, currently managed by an Association Management Company (AMC) to
assist in bringing the association to the next performance level going forward.
Used in-depth interviews with staff and volunteers and a detailed management
company environmental scan to assist in the evaluation.
Campus Safety Health and Environmental Management Association (CSHEMA)
(formally A Division of the National Safety Council)—April 2007—2
staff-- .5 M Budget
Cheri Hildreth, Director and CSHEMA Vice Chair
Department of Environmental Health &Safety
University of Louisville
(502) 852-6670
e-mail: cheri.hildreth@louisville.edu
Services rendered by Stephen C. Carey, Ph.D, CAE, Karen Clayton, CAE: Provided transition services to move the association from the National Safety Council to an association management company. Prepared the RFP and vetted proposals to set up interviews with several interested firms in the Chicago and Washington areas. Assisted the association in identifying firms, negotiating the contract and transitioning to their new home.
Professional Liability Underwriting
Society—March 2007—5M Budget and 20 staff
Derek
Hazeltine
Executive
Director
5353 Wayzata Blvd. Ste 600
Minneapolis, MN 55416
952.746.2580
dhazeltine@plusweb.org
Services rendered by Stephen C.
Carey, Ph.D, CAE, Karen Clayton, CAE and Len Rickman MS: Conducted
an association needs assessment survey with in-depth interviews and
quantitative survey to identify the value equation and needed delivery vehicles
for different segments of members.
Conducting a Universe Identification Project to identify all possible
segments of the industry that would be interested in joining PLUS.
National Certification Board for Therapeutic Massage and Bodywork—March
2007--45 staff, 8M Budget
Donna M. Feeley, MPH, RN, NCTMB
Chair, Board of Directors
Services Delivered by: Stephen C. Carey, Ph.D., CAE and Karen
Clayton, CAE: Appointed
as Panel Chair to review governance issues for the association.
CLMA—The Resource for Laboratory
Professionals—March 2007--2M Budget—7 staff (Multiple Assignments)
Dana
Procsal
Executive
Director
989 Old Eagle School Road, Ste 815
Wayne, PA 19087
dprocsal@clma.org
610.995.9580
Services rendered by Stephen C.
Carey, Ph.D, CAE and Karen Clayton, CAE: Conducted an Executive
Search for a Vice President of Marketing Membership Sales and conducted research
and facilitated a strategic planning journey for the association. Conducted
in-depth interviews with the staff and other stakeholders, a comprehensive
environmental scan and plan facilitation and report.
American Academy of Craniofacial
Pain—March 2007—1 M Budget, 8 staff
Robert
Tally, DDS, President
516 W.Pipeline Road
Hurst, TX
76053
rlt@drtalley.net