Strategic Planning

The Strategic Planning Committee was formed as a first step to the strategic and planning functions of Corporate REAA. Once the strategic plan is fully developed, a more refined business plan can be implemented. The primary goals of the strategic planning committee are:

1.   Improve the Corporate planning process with the committee system.

2.   Explore Chapter Growth and support operations

3.   Expand REAA visibility and increase industry stature

The primary focus in 2014 is the more efficient use of the committee system to research projects, propose solutions and present to Corporate for final decisions. Project committees are staffed by REAA members willing to volunteer time and expertise to benefit the organization. Any REAA member may volunteer. When a project is approved by Corporate, the committee is responsible for implementation.

The second goal of chapter growth and operational support will build upon the experience and successes of the project committees. As committees complete their projects, the expectation is to share experiences and lessons learned to benefit the committees that follow. This is particularly important for Chapter operations for the best membership experience.

The third goal will leverage the prior results and experiences to increase REAA's industry visibility in the future. Peer association, chapter meetings, continuing education (both REAA School and Chapters), out reach and the continued development of the Designation Program will grow REAA stature within the appraisal industry.  

For more about the goals and individual project committees, review the links and documents. All REAA members are encouraged to participate in project committees. Contacts for each project committee are listed in the committee planner. 


Strategic Planning Committee Time line


March:  Introduction of the concept of strategic and business planning. Definitions to board 3/23/2013.

April: Center for Volunteer and Nonprofit Leadership quote for services to help guide REAA in the development of a strategic plan and a business plan was found to be outside current budget allowances.

May: Corporate Agenda item 10 discussed as “Corporate Rehab”.  Strategic Planning in a retreat style meeting was proposed. Once the strategic plan was developed, Corporate would transition to business planning upon completion of the Corporate approved Strategic Plan.

July: Draft to Corporate to explain strategic planning, request for comments.

September: Formal motion during the Corporate meeting to create SPC to address questions relating to Section 701 – Corporate Board of Directors. Jim Bellavance and Mark Lindsay to co-chairs, Emilie Barnes and Robert Borgognoni volunteered as committee members.

November: Discussion item deferred to December.

December: 12/3/2013  meeting to address primary goals for Strategic Planning Committee. These were identified as:

1.   Improve the Corporate planning process with committee system.

2.   Explore Chapter Growth and support operations

3.   Expand REAA visibility and increase industry stature

An introductory document was shared with Corporate focused on Goal 1: improving the planning functions of Corporate. Two sample forms developed for planning and reporting. The first is a committee planner sheet to describe the purpose of the committee, score the importance of the project, identify members, set reporting dates and estimate benefits. The second form is to report the actions of the committee in a concise format. The Corporate Secretary maintains the forms.


January the Strategic Planning Committee is formed naming Jim Bellavance, Emilie Barnes, Robert Borgognoni and Mark Lindsay. SPC will identify, research and recommend to Corporate ideas or courses of action using the committee system consistent with the first goal. Goals 2 and 3 will be visited as directed by Corporate. Two committees were formed in January: Corporate Re election committee and The Appraisal Foundation communications committee.

Corporate Re Election will review the process and procedure pertaining to the Corporate Board of REAA. Jan McNally and Rebecca Rhine co-chairs.

TAF Communications to review appropriate USPAP compliance with TAF for REAA membership and foster development of the REAA Designation program with the eventual goal of TAF Sponsorhip. Penny Woods, Emilie Barnes and Mark Lindsay.