| Program Name: Public Relations and Education Program |
| Program Purpose Statement: The purpose of the Public Relations and Education Program is to provide training, practical tools and increased awareness of the fiduciary profession for AFA members so they can perform in a more efficient manner. |
| Activity Name: Public Relations Activity and Training Activity |
Activity Purpose Statement: The purpose of the Public Relations Activity is to provide an AFA Public Relations Plan to enhance community understanding of our profession so our members benefit from their support and cooperation.
Activity Purpose Statement: The purpose of the Training Activity is to provide initial and ongoing training services to AFA Members so they can comply with mandates and standards of our practice. |
| Services/Products | Services or Products Description/Guidelines | Performance Measures | Calculation Method: Outputs #
Sum total of marketing tools and publications available to members.
Sum total of presentations.
Sum total of information tools.
Sum total training resources
Sum total of conferences
Sum total of active mentors/members
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 |
| Publications and Marketing Information Services | Professional directory, newsletter, brochures | # Resource products available to members.
# Presentations to promote Fiduciaries
# Information tools made available to members |
| Public Speakers and Spokesperson(s) Services | Speakers Bureau, NGA conference sponsorship, Education facilitators |
| Access to Information Services | ListServe, Website and links to related sites |
| Training Products | Training videos, Distance learning, NGA affiliation training information | # Training resources available to members.
# AFA sponsored/endorsed conferences.
# AFA members with mentors. |
| Training Conference Services | Initial training sponsored classes and Continuing educational classes |
| Mentoring Program Services | Mentoring program and facilitation of networking opportunities |
AFA Public Relations and Eduction
Program Leader: James Clark
AFA Public Relations
Activity Leader: Mary Espinoza
AFA Public Relations
Activity Team Members:
AFA Training
Activity Leader: Mary Espinoza
AFA Training
Activity Team Members: | 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. |
