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NEOA Strategic Plan

Click here to download the strategic plan for 2016-2021 (PDF)

The NEOA Strategic Plan is divided into five sections:

Goal 1: Strengthen and support state associations

  • 1.1 Create regional structures to enhance coordination with states
    • Support state level professional development activities and communicate through NEOA resources i.e. website, Board meetings, etc.
    • Continue state initiative grant process and COE grant proposal process.
    • Provide outreach to states during the grant-writing period.
    • Provide outreach to newly funded programs.
    • Develop strategies to strengthen states' ability to meet their individual goals and objectives.
    • Assess state needs via survey.
    • Identify a goal with each state to help with a specific need.
  • 1.2 Dedicate appropriate resources to strengthen and support state associations
    • Strategically plan for a dedicated advocacy budget for outreach to newly elected members of Congress.
    • Strategically plan for a dedicated state initiative budget.
    • Coordinate information sharing for COE and NEOA (Clearinghouse, website).

Goal 2: Provide Professional Learning Opportunities for Membership

  • 2.1 Identify and assess professional learning needs of membership (i.e. annual survey)
    • Summarize evaluations from annual conference.
    • Collect information at program round tables.
    • Survey members by program annually using accessible online tools.
    • Expand Professional Development Committee to include a point person for each program to disseminate and collect information.
  • 2.2 Develop comprehensive professional development activities to meet member needs
    • Establish vision for professional development.
    • Use assessment information from 2.1 to plan.
    • Consult/coordinate with technology and access chair to make sure specific audiences are considered.
    • Provide State leadership professional development and mentoring.
  • 2.3 Provide professional development opportunities that are responsive to the needs of Educational Opportunity Personnel (EOP)
    • Implement professional development activities including annual conference, professional development days, and leadership institute.
    • Coordinate with individuals willing to chair professional development days.
    • Coordinate technology needs of professional development activities as needed.
    • Provide new directors training at regional conference.
  • 2.4 Maximize technology as a vehicle for information gathering and dissemination
    • Send information to listserv and post on website.
    • Explore and expand technology to include webinars, podcasts, reading groups, etc.
  • 2.5 Distribute membership materials to EOP and new hires
    • Generate a list of all new programs in the region at conclusion of each program competition.
    • Call all new directors, new staff and new programs to provide information about NEOA and its professional development activities.

Goal 3: Foster Leadership within NEOA

  • 3.1 Define and publicize various leadership opportunities within NEOA
    • Provide information on leadership opportunities and benefits at each professional development day and state conference.
    • Discuss opportunities for leadership as part of soliciting nominations for officer positions.
    • Promote leadership positions in newsletters and online.
    • Engage new members in committee work.
  • 3.2 Encourage board members to identify, recruit and mentor individuals for Board leadership roles
    • Provide shadowing opportunities for each position.
    • Provide leadership workshops at NEOA annual and state conferences.
    • Promote leadership opportunities at newcomer's reception, i.e. regional and state associations.
  • 3.3 Encourage the involvement of Arnold Mitchem Leadership Institute (AMLI) alumni with NEOA
    • Maintain a list and listserv of AMLI alumni.
    • Establish expectations of AMLI alumni, e.g. reach out to new EOP professionals, make a committment to serve.
  • 3.4 Provide leadership opportunities to staff with five plus years in EOP with the goal of reengagement in NEOA
    • Identify veteran staff.
    • Maintain an NEOA directory including veteran staff identification.
    • Develop workshops for veteran staff.
    • Develop speaking opportunities for veteran staff.
    • Engage veteran staff in recruitment for state and regional board positions.
  • 3.5 Develop and promote leadership opportunities for state and regional board positions
    • Promote COE Leadership Summit as leadership opportunity.
    • Promote the Leadership Institute at the NEOA and state conferences.
    • Conduct the NEOA AMLI alternating years.
    • Engage Leadership Institute participants in NEOA Board committees.
    • Provide orientation as well as training and support for all Board positions.

Goal 4: Build and strengthen NEOA’s Financial & Organizational Resources

  • 4.1 Create and maintain a reserve equal to one-half of annual expenses
    • Establish annual budget reflecting goals and priorities.
    • Analyze annual budget and calculate amount of reserve needed.
    • Monitor, reconcile and report fiscal status on a monthly basis.
    • Conduct monetary transactions, i.e. opening certificates of deposit and other forms of investment.
    • Investigate investment options for reserve funds.
  • 4.2 Create an annual development plan to support NEOA activities each year
    • Establish annual development goal.
    • Represent Association in public arena to potential funders to identify and cultivate contacts.
    • Generate a pool of supporters for the Development Plan.
    • Identify state leader in each state to support Development Chair.
  • 4.3 Develop and implement a marketing plan for NEOA
    • Review and update existing marketing materials and media to support development plan.
    • Identify target audiences.
    • Develop customized messages to reach target audiences.
    • Evaluate plan effectiveness and results.
    • Prepare, file and submit state and federal forms by due dates.

Goal # 5: Strengthen NEOA's capacity to advocate on behalf of EOP students

  • 5.1 Review existing committee structures and revise bylaws if necessary to ensure strong advocacy efforts
    • Develop advocacy goals.
    • Charge committees to address advocacy goals.
    • Establish a plan for outreach to new members of Congress.
  • 5.2 Provide information and training to promote connection between state and national advocacy issues
    • States identify advocacy needs and write State Initiative grant applications to address those needs.
    • Provide advocacy training on pertinent political issues.
    • Provide advocacy training prior to Policy Seminar for state leaders.
  • 5.3 Expand TRIO/GEAR UP alumni presence in NEOA to assist advocacy efforts
    • Secure alumni presence at conference and Policy Seminar.
    • Engage alumni through alumni database and social media.
    • Provide advocacy training prior to Policy Seminar for state leaders.
  • 5.4 Facilitate and support attendance of members and alumni at state and national advocacy events
    • Hold strategic political events at the regional conference and throughout the year.
    • Schedule meetings with elected officials, representatives and Congressional staff.
    • Publicize regional, state and national TRIO/GEAR UP events to elected legislative officials and staff.