| Program Name: Advocacy and Resource Program |
| Program Purpose Statement: The purpose of the Advocacy and Resource Program is to provide Industry representation, tools and information for AFA members so they have a proactive spokesperson(s) and the preservation of our profession. |
Activity Name: Professional Advocacy Activity, Resources Development Activity
and Data Collection Activity |
Activity Purpose Statement: The purpose of the Professional Advocacy Activity is to provide fiduciary representation for AFA members so they can focus on the demands of their profession.
Activity Purpose Statement: The purpose of the Resources Development Activity is to provide access to professional tools to AFA members so they can improve the delivery of fiduciary services.
Activity Purpose Statement: The purpose of the Data Collection Activity is to provide fact based information to our members and advocates so we can measure our performance, demands and future issues and trends so individual members may establish professional goals. |
| Services/Products | Services or Products Description/Guidelines | Performance Measures | Calculation Method: Outputs #
Sum total of advocacy opportunities with fiduciary representation.
Sum total of press releases.
Sum total of products available to AFA members.
Sum total of surveys conducted.
Sum total of reports generated.
Results %
% = Total sum of satisfactory ratings divided by total survey responses.
% = Total sum of satisfactory ratings divided by total survey responses.
% = Project completion measured by original project forecasts developed by project team.
Data Collection Source(s) to measure Goals Success: * Surveys and Reports |
| Advocacy Services | Lobbying representation, AOC liaison and Judicial coordinator services | # Advocacy opportunities with fiduciary representation present.
# Press Releases |
| Community Awareness Services | Press release and industry awareness services |
| Professional Tools Development Services | Forms, software, publications, models for business plans, policies and procedures and guidelines, newsletter tips of the trade column. | # Products developed and made available to AFA members. |
| Data Collection Services | Website information and ListServe services | # Projects with surveys conduscted or research conducted.
# Reports generated |
| Report Generation Services | Survey reports, statistical data reports, baseline and benchmarking information services. |
AFA Advocacy and Resource Program
Leader: Roger Coventry
AFA Professional Advocacy
Activity Leader: Peter Frenette Team
AFA Resources Development
Activity Team Leader: Roger Coventry, Team Members: Shari Tomlinson and Bill Burghart
AFA Data Collection
Activity Leader: Rashiel Salem Team Members: Karen Collins, Francine Saccio & Deborah White
| Public Relations Goal: The AFA will develop a public relations plan by September 30, 2004 that increases membership and improves the image of professional fiduciaries as measured by an annual satisfaction surveys.
Education Goal: The AFA will coordinate the development of an educational program to provide opportunities to improve the ability to meet Arizona Fiduciary Standards of Practice, as demonstrated by a membership survey with 80% satisfaction results.
Resource and Information Goal: The AFA will facilitate the development of data collection and comprehensive tools to encourage uniform practices to strengthen our profession and service delivery by November 30, 2006. | Goal Results:
% = AFA Members rating satisfactory scores on annual survey.
% = AFA Members rating a minimum of 80% satisfactory scores on conference surveys.
% = 100% completion of comprehensive tools development and availability to members with additional ongoing data collection by November 30, 2006. |
