The National Strategic Planning Policy was retired by the Board of Trustees on February 15, 2022 and is housed here for reference only. Modifications to this guidance may be made at the discretion of the Vice Chair of the Board of Trustees.

1. Definitions

   1. A goal shall be an objective that affects the long-term vision of the National Fraternity.
   2. The term ‘National Body’ shall refer to the Board of Trustees and all committees as defined in the National Constitution.

2. Submission of Goals

   1. Goals for consideration at a Convention may be submitted to Vice Chair of the Board of Trustees up to 60 (sixty) days before that Convention by

      1. a National Body
      2. a Chapter
      3. any other group of three or more Brothers
   2. Goals pertaining to the activities of National Committees must be reviewed by said Bodies before being submitted.
   3. To be considered, a submission must include:

      1. The Authors and date
      2. A statement of the goal
      3. The purpose of the goal
      4. A summary of review by National Body if appropriate
      5. Recommendation of which Brother(s) or Body(s) should be responsible for implementing the goal
      6. Suggestions for incorporating with existing goals
      7. Follow-up actions once the goal has been met

3. Review of Goals

   1. The Vice Chair of the Board of Trustees shall ensure that each submitted goal includes the required information, eliminate duplicate goals, and suggest an overall goal plan for each year, given existing and submitted goals.
   2. The Vice Chair of the Board of Trustees shall publish a compiled list of National goals to the Board of Trustees at least forty-five (45) days prior to each National Convention. All Board of Trustees members shall submit their opinion on each goal to the Vice-Chair at least fifteen (15) days prior to each National Convention.
   3. The Vice-Chair of the Board of Trustees shall compile the input from the Board of Trustees members and shall present a proposal at the Convention Board of Trustees Meeting for revision and adoption.

4. Approval of Goals

   1. Responsibility for goals or tasks necessary for the completion of goals must be assigned and accepted within thirty (30) days of approval.
   2. An approved goal must include:

      1. a statement of the goal
      2. a list of tasks, procedure, expiration conditions, and timeline including review schedule.
   3. The Board of Trustees will have final power to approve, reject, revoke or amend all goals. A ⅔ (two-thirds) majority is required to approve a goal.

5. Maintenance of Goals

   1. The National President shall meet with the Vice Chair of the Board of Trustees within thirty (30) days of Convention and quarterly thereafter, to work on and discuss the action plan for the execution of the goals of the Fraternity,
   2. The National President will be responsible for keeping a list of current goals, soliciting quarterly progress reports from those responsible for the goals, and keeping the Brotherhood aware of this progress through NEC Meetings.
   3. Review of goals by the National Executive Committee will take place as determined at approval.
   4. The National President has the authority to appoint additional Brothers to work on a goal at any time if help is needed or if progress is not deemed satisfactory.

6. Amendments

   1. This policy shall be revised as necessary by a two-thirds (⅔) vote of the Board of Trustees.

Approved: March 1, 2003
Retired: February 15, 2022