In our final video interview about strategic plans we talk to Joey Brady of the North American Securities Administrators Association (NASAA). After six years as Executive Director, Joey still considers himself a relative newcomer to the 100-year-old organization.

Because of their highly-engaged member base, NASAA (they had the name first) wanted to work with an outside partner to facilitate their strategic plan. An outside partner can help facilitate conversations and make sure people aren’t just saying what their friends want to hear.

The strategic plan was put into play in January 2020. Despite the pandemic, Joey feels like they’re still working the plan. He feels it’s been easier to implement the plan because each item is tied to a specific goal.

To watch the full interview, and get Joey’s advice on developing a thick skin, watch the video below. To start your own strategic planning process, considering downloading our ebook on strategic plans, or scheduling a free consultation.