Go To Search
Click to Home
Take Time to Plan for the Future
By Kristine Adams-Wanneberg

Whenever I start an audit, one of the first things I ask for is an organization’s strategic plan. It is a fundamental document that tells what the organization values, its priorities, and how it chooses to direct its resources. Often what I find is my auditees don’t have a plan, or if they do have a plan it is out-of-date, or no one is paying attention to whether the organization is meeting its overall goals.
shutterstock_758040853_350.jpg 


Audit organizations should have strategic plans as well. We need to practice what we preach; we should be examples for other organizations by developing and monitoring our own plans.

In Spring 2018, the ALGA Board of Directors decided to develop a new plan which would help direct the future of the organization for the next several years. The Board authorized an ad hoc committee—the Strategic Planning Committee—to craft a plan for consideration. Bolstered by the work of two previous Boards, under the leadership of ALGA Presidents David Givans and Tina Adams, the Committee drafted a new plan in the summer. ALGA committees and select ALGA leaders provided feedback in Fall 2018, and the Board adopted the 2019-2023 Strategic Plan at the Winter 2019 Board meeting.

The following is a high-level summary of the ALGA vision and mission, as well as the four ALGA goals and their related objectives:

wannberg1_thumb.png


For a more detailed view of the plan, which include strategies for each objective, please go to https://algaonline.org/Admin/DocumentCenter/Document/View/7603.

The new plan keeps some of the elements of the former one, such as a valuing advocacy, efforts to lead professionalism, and programs that provide resources to our members. A new part of the plan is driving diversity, equity, and inclusion in the organization. The Board is committed to this goal, and while the Diversity, Equity, and Inclusion Committee will have a central part in working toward this, all ALGA committees will have a role.

ALGA committees will be working on implementing the plan this year. This will involve identifying action steps and performance measures. The Board will be monitoring the plan to see our organization's progress.

I want to give a huge thanks to the Strategic Planning Committee for all their dedication and work on the plan this past year and the many ALGA committees and leaders who provided feedback. I want call out special thanks to David Givans and Tina Adams who started us off on this journey during their respective terms as ALGA President, and to Kymber Waltmunson for her strong support and assistance with all things communications.

The future is bright for our organization. We have articulated our values and direction for the next five years, and that effort will help us greatly in the future. Please consider how a similar effort could help your own audit shop!


ABOUT THE AUTHOR

Kristine Adams-Wannberg is a Senior Management Auditor for the City of Portland, Oregon. She is a Certified Government Auditor Professional and Certified Internal Auditor. She holds a Master's Degree in Public Administration. Kristine has authored many articles for the Quarterly and presented at several ALGA conferences and regional training. She has served on many ALGA committees, such as the Publications Committee, the Professional Issues Committee, the Peer Review Committee, and the Conference Committee. She currently serves as ALGA’s 30th President. She is a huge fan of and advocate for strategic planning.