Strategic Planning
The Society’s strategic planning process is facilitated by the Strategic Planning sub-team of the Senate. Led by the Deputy Speaker of the Senate, the sub-team membership is comprised of a selection of Senators, representatives from the Board of Directors, and the SWE Executive Director and Chief Executive Officer (CEO).
Driven by the visionary thinking of the Senate and forward-looking direction of the Society, the objectives of the Strategic Planning sub-team are to:
The Society strategic plan is reviewed each fiscal year, and a new, refreshed plan is developed every 3-5 years. There are monitoring years and a development year in the strategic planning cycle. During a monitoring year, the sub-team compiles resources and inputs for the next strategic plan and monitors progress toward achieving the goals of the current plan. The strategic plan is generated during a development year, which is normally the last year of the current plan.
- ensure the strategic plan is moving the Society towards fulfilling its mission
- align programs and services to SWE’s goals
- implement best practices within the Society strategic planning process.
The Society strategic plan is reviewed each fiscal year, and a new, refreshed plan is developed every 3-5 years. There are monitoring years and a development year in the strategic planning cycle. During a monitoring year, the sub-team compiles resources and inputs for the next strategic plan and monitors progress toward achieving the goals of the current plan. The strategic plan is generated during a development year, which is normally the last year of the current plan.
Review the current strategic goals via the following link: https://swe.org/about-swe. The Society’s operational plan is developed yearly by the Board of Directors in collaboration with staff to advance the strategic goals.
A Key Performance Indicators (KPI) Metrics Dashboard was adopted in 2019 to track progress toward accomplishing the Society’s strategic goals. This dashboard includes data on the financial health of the organization, retention rate, member demographics, member perspectives, and diversity and inclusion. Member data is collected through Society surveys and information requested during membership renewal and conference registration. Please participate in Society surveys as these data inform action in the Society. The KPI Metrics Dashboard content overall is considered SWE confidential information and is not distributed. Though it is not distributed publicly, the Senate and the BOD are using the KPI dashboard when making decisions.
In addition to the data compiled for the KPI Metrics Dashboard, other information is considered for contributions to the strategic plan, including the research and results from the Strategic Initiatives sub-team(s) focus areas and the Environmental Scan prepared by SWE Headquarters staff. The Environmental Scan report provides a summary of information on issues and trends that could affect SWE’s ability to achieve its goals and objectives.
A Key Performance Indicators (KPI) Metrics Dashboard was adopted in 2019 to track progress toward accomplishing the Society’s strategic goals. This dashboard includes data on the financial health of the organization, retention rate, member demographics, member perspectives, and diversity and inclusion. Member data is collected through Society surveys and information requested during membership renewal and conference registration. Please participate in Society surveys as these data inform action in the Society. The KPI Metrics Dashboard content overall is considered SWE confidential information and is not distributed. Though it is not distributed publicly, the Senate and the BOD are using the KPI dashboard when making decisions.
In addition to the data compiled for the KPI Metrics Dashboard, other information is considered for contributions to the strategic plan, including the research and results from the Strategic Initiatives sub-team(s) focus areas and the Environmental Scan prepared by SWE Headquarters staff. The Environmental Scan report provides a summary of information on issues and trends that could affect SWE’s ability to achieve its goals and objectives.
If you would like to further discuss the Society’s strategic planning, you are invited to contact the Deputy Speaker of the Senate.

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