2019 Strategic and Business Plan

Transcription

1 2019 Strategic and Business Plan 2019 Strategic & Business Plan Rev: 8/30/18 1

2 MISSION Seattle King County REALTORS creates a thriving and ethical business environment for members through education, advocacy and tools that support member success. We protect and promote the right to own, transfer and use real property. VISION Every active real estate broker is a REALTOR and realizes the unparalleled value of being a member. Summary of 2019 Strategic Plan WE ENSURE THAT LICENSEES UNDERSTAND REALTOR VALUE > Promote membership and attain annual membership goals > Maintain the administrative infrastructure to accomplish our mission > Establish beneficial relationships with industry partners and the community > Develop future leaders and support the success of young members and YPN WE COMMUNICATE TO BETTER INFORM AND ENGAGE OUR MEMBERS > Communicate with members using various media regularly > Enhance the value of being a REALTOR through public relations > Increase engagement of members in the Association s core activities WE ENGAGE THE LEGISLATIVE AND REGULATORY PROCESS > Build healthy communities through the proper balance of jobs and housing > Champion home ownership by raising awareness of its importance > Advocate for housing affordability > Promote REALTORS as responsible community and environmental stewards WE PROMOTE EDUCATION AND PROFESSIONALISM > Improve member profitability and professionalism through education > Connect members to diverse communities and develop global partnerships > Enforce the code of ethics and protect the REALTOR trademark 2019 Strategic & Business Plan Rev: 8/30/18 2

3 STRATEGIC GOAL I SKCR ensures that active real estate licensees in King County understand the value of REALTOR membership. STRATEGIC GOAL II SKCR improves two-way communication with members in order to measurably increase member engagement. STRATEGIC GOAL III SKCR actively engages the political, legislative, legal and regulatory process STRATEGIC GOAL IV SKCR promotes professionalism and provides innovative education and resources to a diverse membership Strategic & Business Plan Rev: 8/30/18 3

4 STRATEGIC GOAL I SKCR ensures that active real estate licensees in King County understand the value of REALTOR membership. Objective A Attain REALTOR membership of 7,000 paid (FTE) members, by December 31, Objective B Obtain and maintain the administrative, personnel, operational, financial, communication and volunteer structures and resources necessary to achieve SKCR s strategic goals Objective C Enhance existing, and develop new, strategic and beneficial alliances with related industry, media and community organizations and encourage member involvement in these organizations. Objective D Promote the development of future association leaders, foster the success of younger members, and support the Young Professionals Network (YPN) of SKCR Strategic & Business Plan Rev: 8/30/18 4

5 Strategic Goal I: SKCR ensures that active real estate licensees in King County understand the value of REALTOR membership. Objective A: Attain REALTOR membership of 7,000 paid (FTE) members, by December 31, Follow the NAR Broker dues formula by invoicing members for dues, annually. a. Include voluntary Scholarship Foundation contribution. b. Offer ten-month payment plan (Sept-June). c. BoD engaged in enforcement of membership rules. d. RPAC Contribution included in WR dues NAR CORE 2 - Advocacy Send 2019 invoices - Sept and Dec Send billing reminders thru September Assess late fees monthly during the 1st quarter. Payment plan reviewed and approved by Exec. BoD reviews membership rules annually Send broker summary statements every other month. Transmit dues to NAR/WR. 2.A.10 Develop resources to explain NAR dues increase. 2. Regularly review lists of paid, unpaid and potential members within member offices. a. Compare SKCR database to member broker websites and DOL. Develop strategies to encourage more unpaid and potential members to join SKCR. Add new licensees to SKCR database and invoice for dues, monthly. Report MLS/REALTOR % to BOD. Track historical payment progress with BOD. 3. Identify licensees in limited function referral offices. Make list available to WR, for participation in political advocacy. 4. Promote the benefits of REALTOR membership to nonmember licensees and potential offices Communicate the value of SKCR events, educational offerings, services and meeting information via mail, , website and social media to non-member owners and licensees. Pursue opportunities to reach non-member licensees through NWMLS and IBA 5. Support Affiliate Council in their efforts to: a. Increase Affiliate membership b. Support REALTOR members businesses c. Increase member engagement Promote Affiliate members as a resource: i. New Board member packet ii. New REALTOR campaign Offer enhanced annual sponsorship package. See Affiliates activities Goal II, Objective D, 2A 2019 Strategic & Business Plan Rev: 8/30/18 5

6 Strategic Goal I: Objective B: SKCR ensures that active real estate licensees in King County understand the value of REALTOR membership. Obtain and maintain the administrative, personnel, operational, financial, communication and volunteer structures and resources necessary to achieve SKCR s visionary goals. 1. Carry out activities to comply with NAR CORE 6 - Financial Solvency Maintain and annually review prudent fiscal and financial policies. 6.A.60. Conduct an annual financial review or audit. 6.B.61. CPA performs work and reports to BOD 2. Provide oversight of the 2019 annual budget vs. actual finances in compliance with SKCR Policy. 3. Research needs and purchase capital equipment necessary to fulfill SKCR office operations and communication needs. 4. Review investment strategy and recommend any changes deemed to be necessary to improve the portfolio. 5. Review all current leases with building tenants and maintain good tenant relations. 6. Carry out activities to comply with NAR CORE 4 Unification efforts and support for the REALTOR organization. Conduct the business of SKCR in accordance with the Bylaws, Corporate Documents, Policies and Procedures established by the Board of Directors. Present financial statements and budget adjustments to Executive/Finance Committee and BOD at scheduled meetings. Present needs for capital equipment to Executive Comm and BOD as required and complete upgrades. Review investment portfolio at each Executive/Finance committee meeting, to determine if changes in portfolio mix are indicated. Executive/Finance Comm reviews building improvement schedule based on 2017 Reserve Study and makes recommendations to BoD. Hold annual Board elections. Hold bi-monthly meetings of the Board of Directors. Board members provided training in their roles. Directors actively participate and report their activities/issues at BoD meetings. Bylaws reviewed and certified every year. 4.A.45 Association maintains Legal counsel 4.B.48 Association files annual corporate registrations and taxes 4.C Strategic & Business Plan Rev: 8/30/18 6

7 Strategic Goal I: Objective B: SKCR ensures that active real estate licensees in King County understand the value of REALTOR membership. Obtain and maintain the administrative, personnel, operational, financial, communication and volunteer structures and resources necessary to achieve SKCR s visionary goals. 7. Draft and approve an annual business plan and budget that is traceable to and supports SKCR s strategic goals. NAR CORE 4 a. Aug - Sept Draft 2019 Business Plan and Budget b. Sept Business Plan and preliminary budget to BOD c. Nov - Final business plans and budget approved d. Conduct a member survey to assist strategic planning process Adopt an annual business plan featuring all elements of the six NAR Core Standards for Associations, including Code of Ethics, advocacy, consumer outreach, organizational support, technology and financial solvency. 4.D.51 Plans and budget are forwarded to BOD for approval per action steps listed. Evaluate and hire consultant for 2020 strategic plan review. 8. Department Directors develop performance reports, which note the attainment of business plan goals and objectives and the achievement of performance measures. 9. Recognize and support SKCR volunteers in their capacity as officers and directors. 10. Recognize and support outstanding member volunteers and install incoming SKCR leadership at an annual banquet. a. Awards Subcommittee convenes, determines awards and selects recipients. b. Present annual awards as a display of recognition of outstanding achievement in various categories. c. Hold the annual Installation of SKCR Officers & Directors, in conjunction with the Awards Banquet. d. Include other member organizations, i.e. WCR, RRC, YPN. Performance measure reports developed by departments and included in BOD packets. Reports used in the conduct of annual staff reviews. Finance Director assists depts with budget review and analysis. Provide officers monetary support through monthly stipends and expense reimbursements. Gifts of appreciation given to Board of Directors at final meeting of the year. Gift of appreciation presented to SKCR President. Hold an annual Past Presidents lunch event. Event to be held in the 4 th quarter of the year. Goal is 200 attendees. Secure sponsors to offset cost. Subcommittee meets in Sept/Oct. Awards announced at the annual installation banquet. Publish notice of the awards to the members and the public by year-end. Attain 90% attendance of Officers & Directors to be installed. Other organizations invited to participate. 11. CEO and senior staff complete annual training to maintain proficiency in REALTOR Association management competencies and in accordance with Core Standards. NAR CORE 4 New training options are identified in budget. CEO and staff complete annual training 4.E.53 CEO reviewed annually by President according to Policy and contract. NAR CORE 4.I.57 Team building exercises for staff are scheduled. Communications staff attend NAR Communication Directors Institute (CDI) 2019 Strategic & Business Plan Rev: 8/30/18 7

8 Strategic Goal I: Objective C: SKCR ensures that active real estate licensees in King County understand the value of REALTOR membership. Enhance existing, and develop new, strategic and beneficial alliances with related industry, media and community organizations and encourage member involvement in these organizations. 1. Encourage SKCR leadership involvement and engagement with the National Association of REALTORS (NAR) in order to have a positive impact on the issues affecting the business of SKCR members. These efforts are ensured through annual budgets and staff support. President, President-Elect, CEO and other appropriate officers/staff attend NAR meetings. President-Elect/CEO attend NAR Leader summit. Appropriate officers/ceo attend NAR Region12. CEO attends AE Institute or other NAR events. Post all relevant dates on nwrealtor.com Meetings calendar and leadership calendar. Attendees report key issues from NAR to the BOD. NAR Director election of SKCR held annually. Leadership fund maintained in budget. SKCR positions developed through BoD process are conveyed to NAR by SKCR leadership. 2. Encourage SKCR members to seek leadership roles at NAR. 3. Encourage SKCR leadership involvement and engagement with the Washington Association of REALTORS (WR) in order to have a positive impact on the issues affecting the business of SKCR members. Budgeted and staff supported. 4. Continue and/or enhance established alliances with various organizations, e.g.: NWMLS, MBA, HUD, Dept. of Licensing Real Estate Division, WA. Housing Finance Commission, Mortgage Bankers/Brokers Assns., Bellevue Chamber of Commerce, UW School of Real Estate, etc. 5. Seek out and establish new relationships with other community organizations which will provide benefit to SKCR members, or aid SKCR in enhancing its community presence, such as Chamber of Commerce, etc. 6. Continue regional discussions and the development of joint venture activities with NWMLS, IBA, SCCAR, TPCAR, WCR, WR and other REALTOR associations, including those activities that comply with NAR Core Standards. Establish/maintain expertise profiles at NAR. Apply for Committee assignments annually. SKCR staff provide support at key NAR meetings. President, President-Elect, WR Directors and CEO attend WR Legislative Day and the two WR Business Conferences each year. WR Directors report key issues from WR to BOD. SKCR members, leadership and staff serve as officers, chairs, and as committee members. President-Elect/CEO and appropriate officers attend the WR Leadership retreat. Hold two pre-conference meetings for SKCR caucus to discuss WR issues and actions. Region roundtables attended by SKCR directors. SKCR positions developed through BoD process are conveyed to WR by SKCR leadership Report any new developments to BOD on joint ventures and activities. Budget 2019 memberships and participate in activities. SKCR Leaders attend appropriate events. Affiliate Council members asked to participate. BOD members become involved with one or more orgs., and report activities to the BOD. BOD invites Orgs to present at BOD meetings. Housing Specialists provide briefings as needed. Discuss at WR AE committee to improve relations with other REALTOR association leaders. Explore joint venture/cooperative opportunities. SKCR sponsors or attends NWMLS and other organization events. Travel funds are budgeted annually to support the strategic objective related to NAR and WR Strategic & Business Plan Rev: 8/30/18 8

9 Strategic Goal I: Objective D: SKCR ensures that active real estate licensees in King County understand the value of REALTOR membership. Promote the development of future association leaders, foster the success of younger members, and support the Young Professionals Network (YPN) of SKCR. 1. Identify, involve and train new leadership for SKCR, which represents our diverse interests, through an annual nomination and election process in accordance with SKCR bylaws. Nominations Committee recruits new and diverse members to run, including members of independent brokerages (IBA), prior to annual elections. Committee develops candidate criteria to include experience and production. BoD job descriptions communicated to members. Board develops and executes a recruitment and succession plan for volunteers. 2. Hold an annual leadership retreat and a new director orientation for 2019 officers, directors, committee chairs, YPN and staff, which focuses on the development of value proposition messages. NAR CORE 4 Held in 3rd or 4th quarter, with 90% attendance by SKCR Officers, Directors and Chairs. NAR LP course may be utilized. Leadership team identifies potential leaders and candidates to attend. 4.H Hold a Spokesperson Training session for SKCR leadership and YPN, as needed. 4. Identify and train volunteers to become involved with Washington REALTORS. 5. YPN leadership submits an annual budget and business plan for SKCR Board approval, which promotes the continued growth and development of the YPN Council. 6. YPN and SKCR Board regularly review ways to further support the growth of YPN. 7. YPN develops a process for annual leadership improvement with the assistance of SKCR. WR Communications Director or other consultant to conduct public speaker training at SKCR or make available through other venues. Present WR Director orientation at SKCR annually. Advertise and promote WR leadership academy. Encourage Officers and others to attend annual WR incoming President leadership retreat. Stipends made available in leadership training budget. YPN s goals are supported by the Board, SKCR policy, budget and staffing. YPN elects its Vice Chair thru SKCR elections. SKCR staff assigned to/attends YPN meetings. SKCR follows policy protocol with YPN bank account. YPN reports at each BoD meeting thru Director. YPN holds its monthly meetings at SKCR. YPN meets with SKCR leadership quarterly. YPN supports and co-sponsors Affiliate events. YPN adds an identified number of new members each month within its recruitment plan. SKCR events offered jointly with YPN. Leadership encouraged to attend. YPN members are encouraged to participate in training at the local, state and national level, including annual Hill Day in Olympia. YPN Directors are State Director alternates. YPN leader training at NAR supported thru budget. YPN is supported through a leadership development budget Strategic & Business Plan Rev: 8/30/18 9

10 STRATEGIC GOAL II SKCR improves two-way communication with members in order to measurably increase member engagement. Objective A Utilize electronic and in-person communications to inform members and respond to their needs. Objective B Conduct member and public relations programs intended to raise the awareness of the value of being a REALTOR, to the public, the industry and SKCR members. Objective C Increase participation in benefits, services and activities offered by SKCR, through strategic communications. Standing committees will determine goals and work with communications staff to maximize awareness Strategic & Business Plan Rev: 8/30/18 10

11 Strategic Goal II: Objective A: SKCR improves two-way communication with members in order to measurably increase member engagement. Utilize electronic and in-person communications to inform members and respond to their needs. 1. Communicate regularly with members on: REALTOR benefits, resources and services Activities, events and opportunities Legislative action and successes Local market issues Educational opportunities Leadership profiles and updates REALTOR brand Global real estate Send monthly e-newsletter, Broker Bulletin, teasing News Center stories from the past month (A..4.) Distribute value proposition piece/infographic. Create and distribute monthly video message. Develop and maintain content calendar. Prepare and distribute to members, an annual report. Volunteer members participate in task force to evaluate Assn communications. 2. Conduct in-person presentations at member offices. 3. In coordination with other departments, conduct a. Annual member survey to evaluate the concerns, interests and needs of members. b. Periodic polling, on specific topics. c. Short targeted surveys on specific events or activities 4. Maintain nwrealtor.com and encourage member use of site. NAR CORE 5 - Technology. 5. Maintain social media channels (Facebook, Twitter, YouTube, LinkedIn) Solicit and schedule 25 office visits, attended by Staff, Housing Specialists and/or Board members. SKCR directors visit or arrange for staff to make one office visit per year. Reimbursements considered under approved policy. Send out survey by end of July. MC Dept submits final report to BoD for use in strategic planning process. Use SurveyMonkey or similar to obtain immediate feedback. Include question of the month in monthly Broker Bulletin. Results posted as a short news center story. Track website usage and report to BoD. 5.A.59 Post stories to News Center, reporting Assn. activities, real estate news and information, 2-4 times weekly. Solicit story ideas from REALTORS and Affiliates. (Develop writer guidelines) Post on social media daily (excluding weekends). Staff to respond to comments and member posts to increase engagement. Report engagement in MC Dept BoD report Utilize paid Facebook ads in Monitor success. Develop Linkedin content strategy. 6. Maintain comprehensive system to inform and respond to members. Send segmented member s when appropriate or available. Track open rates, quarterly 5.B.59 Include add-to-calendar link to event/meeting s Strategic & Business Plan Rev: 8/30/18 11

12 Strategic Goal II: Objective A: SKCR improves two-way communication with members in order to measurably increase member engagement. Utilize electronic and in-person communications to inform members and respond to their needs. 7. Ensure new members are educated on the benefits and services offered at all 3 levels of the REALTOR organization. a. Offer REALTOR Advantages seminar. New members enrolled in 14-mth drip campaign. Track engagement and report to BoD REALTOR Advantages classes offered per year. Investigate new incentive options to increase attendance. 8. Have SKCR leadership and staff dialogue throughout the year with local industry leaders, in order to respond to the needs of Designated Brokers (DBs) and Brokers (Bs) more effectively. a. DB, Owners and Branch Managers receive specialized communications from Assn. b. Encourage BOD members to conduct informal conversations and visits throughout the year, intended to continue input, support and involvement of industry leaders in SKCR direction, programs and services. c. Encourage dialogue on joint events held in partnership with industry partners. Explore co-sponsor opportunities with Affiliate Council. Pres., Pres.-Elect, CEO and BOD members report on industry leadership communications at BOD meetings. Develop a system for staff or leadership to personally contact every owner, or branch manager during the year. Investigate partnership opportunities for joint event and report to BOD Strategic & Business Plan Rev: 8/30/18 12

13 Strategic Goal II: Objective B: SKCR improves two-way communication with members in order to measurably increase member engagement. Conduct member and public relations programs intended to raise the awareness of the value of being a REALTOR, to the public, the industry and SKCR members 1. Promote SKCR s activities in industry publications, such as NAR REALTOR Magazine, REALTOR AE Magazine, On Common Ground, WR REALTOR publications and The Greater Seattle Info Guide. Marketing coordinator maintains contact with, and pitches stories to NAR communications staff. Explore costs of full page ad in Greater Seattle Info Guide to promote SKCR and REALTORS. 2. Promote Association, member firm and individual Realtor accomplishments to SKCR members and to the public. 3. Continue a comprehensive Governmental & Public affairs PR program with PR Specialist and staff, which supports SKCR member awareness of Governmental Affairs activities. (See Goal III) 4. Interpret, analyze and respond to housing information disseminated by special interest groups. Provide ongoing monitoring of media releases for issues and activities relating to SKCR activities. 5. Communicate with SKCR members and real estate licensees in King County on real estate trends and issues as well as market statistic. Spotlight on SKCR FB page and nwrealtor.com Stories emphasize the importance of using a REALTOR. News Center stories focus on the idea that every Assn event is a story Staff to participate in WR Consumer Communications Task Force promoting the REALTOR brand. NAR story telling theme used in 2019, when appropriate. Develop in-house articles and outsource PR services, to publish at least one PR release/quarter in trade publications and local media. Distribute quarterly Issues and Impacts, via SKCR website, monthly e-newsletter, and dedicated . PR specialist daily monitoring of media releases. Provide responses as needed. PR specialist disseminate the REALTOR viewpoint as needed (when special reports are issued by special interest groups). Marketing coordinator monitor industry social media activity and repost with added commentary, when appropriate. PR Specialist provides articles and editorial for NW Reporter. Marketing coordinator sends notice to members. 6. Encourage members to register to vote. NAR CORE 2 - Advocacy Promote voter registration via , the SKCR website and the e-newsletter. 2.E.14 Action Plan #3 has a budgetary impact 2019 Strategic & Business Plan Rev: 8/30/18 13

14 Strategic Goal II: Objective B: SKCR improves two-way communication with members in order to measurably increase member engagement. Conduct member and public relations programs intended to raise the awareness of the value of being a REALTOR, to the public, the industry and SKCR members 7. Carry out at least 2 activities in each of following categories to comply with NAR CORE 3 Consumer Outreach Voice for real estate Community involvement Continue to improve Realtor position as the voice for real estate Report local real estate trends and issues through news releases; press interviews; op-eds; and share NAR research and statistics through social media Continue to develop messaging and promotion of HousingTranslator.com Encourage Assn leaders to provide context to local real estate data Share NAR media and research reports Use infographics or video to share NWMLS data, when appropriate Suggest stories on REALTOR value, e.g. Infoguide Coordinate Golf Tournament for charity Promote annual TREC event, and post story in News Center A Promote get.realtor to help members reach consumers Provide educational scholarship awards to active SKCR members, to their children, grandchildren, nieces and nephews. a. Application deadline April 1. b. Number of awards and amount determined by SFCSF Board by beginning of May. c. Fundraising goals determined by SFCSF Board Promote the scholarship program during the 1st quarter via website, education classes, and annual dues billing. Scholarship recipients posted on SKCR website. Recipients invited to Past First Citizen event. Board will plan two SFCSF fundraising specific events annually. 9. Maintain partnership with John L. Scott and Windermere Real Estate in the presentation of the annual First Citizen Award. Representatives of JLS and Windermere invited to participate in all aspects of selection, planning and execution of award presentation. Recruit new partners, when appropriate. 10. Present the 81 st Seattle-King County First Citizen Award to recognize the outstanding contributions of a community/civic volunteer leader. a. Provide staff support, as needed. Promotion and event details determined by FC Committee. (Potential NAR CORE 3) President appoints the FC event chair. Membership Director acts as FC Event Director Strategic & Business Plan Rev: 8/30/18 14

15 Strategic Goal II: Objective C: SKCR improves two-way communication with members in order to measurably increase member engagement. Increase participation in benefits, services and activities offered by SKCR, through strategic communications. Standing committees will determine goals and work with communications staff to maximize awareness. 1. Improve engagement in the following SKCR activities. Use social media to promote all listed events. Leadership encouraged to invite 5 people to join in each Assn activity. a. Battle of the Barristers b. TREC NAR CORE 3 c. Hill Day d. Housing Issues Briefing 500 attendees annually. Obtain clock hour approval. Explore options for broadening exposure of BoB to SKCR members. Past participants invited. Participation promoted through News Center. Past participants invited and encouraged to bring a buddy. At least 5 YPN members attend. Invite targeted Designated Brokers to attend. 2. Determine baselines and measure the participation in the following SKCR benefits, services and activities. A. MEMBERSHIP Member Focus Group participation Number of members voting in annual elections Number of members responding to surveys Number of Scholarship applications submitted Attendance at Leadership Retreat Attendance at Installation & Awards Banquet Attendance at WR conference Attendance at 1 st Citizen s Banquet Attendance at New Member Orientation Affiliate Council i. Educational Forums ii. Golf Tournament Each committee adopts a tell-a-member strategy. Activities measured and reported to the BOD, establishing year over year measurements. Frequency determined by Affiliate Council Offered in summer B. PROFESSIONAL DEVELOPMENT Committee participation Number of SKCR continuing education classes Average attendance at SKCR CE classes Increase in education designees CRS activities Trademark compliance statistic Activities measured and reported to the BOD, establishing year over year measurements Strategic & Business Plan Rev: 8/30/18 15

16 Strategic Goal II: Objective C: SKCR improves two-way communication with members in order to measurably increase member engagement. Increase participation in benefits, services and activities offered by SKCR, through strategic communications. Standing committees will determine goals and work with communications staff to maximize awareness. C. GOVERNMENTAL & PUBLIC AFFAIRS Committee participation Volunteers participating in candidate interviews RPAC Investments Attendance at Summer Auction Member & LEO attendance at annual Housing Issues Briefing Number of endorsed candidates elected Hill Day attendance users Provide incentives to encourage Hill Day registrations. Increase attendance by sponsoring transportation to Olympia Strategic & Business Plan Rev: 8/30/18 16

17 STRATEGIC GOAL III SKCR actively engages the political, legislative, legal and regulatory process Objective A Continue the implementation of a comprehensive plan to promote healthier communities that are characterized by (1) enhanced opportunities for home ownership (2) an adequate supply of housing near jobs in King County to reduce congestion and place the American Dream of homeownership within reach of more workers and (3) basic infrastructure sufficient to meet the needs of communities. Objective B Increase and enhance awareness of, and involvement in, state, regional and local legislative, regulatory, legal, and political issues to meet SKCR s stated Governmental & Public Affairs priorities. Objective C Conduct legislative advocacy efforts to protect housing affordability for consumers and protect the scope of practice issues for SKCR members. Objective D Improve the congruence between public perceptions and the fact that the REALTORS are sensitive to, and supportive of, well-grounded and responsible environmental stewardship. SKCR Advocacy statement: In order to promote a free and independent market, SKCR supports economic vitality, housing supply and affordability, private property rights, infrastructure and environmental protection. SKCR will help accomplish its advocacy goals through member and public awareness of, and active involvement in, our efforts Strategic & Business Plan Rev: 8/30/18 17

18 Strategic Goal III: Objective A: SKCR actively engages the political, legislative, legal and regulatory process Continue the implementation of a comprehensive plan to promote healthier communities that are characterized by (1) enhanced opportunities for home ownership (2) an adequate supply of housing near jobs in King County to reduce congestion and place the American Dream of homeownership within reach of more workers and (3) basic infrastructure sufficient to meet the needs of communities. Carry out activities to comply with NAR CORE 2 Advocacy: Vote, Act, Invest. HEALTHIER COMMUNITIES INITIATIVES A. Enhanced Opportunities for Homeownership Improve the ability of REALTORS to meet the needs of first time and low to moderate-income homebuyers. 1. Use SKCR s Housing Issues Briefing as an opportunity to push the issues of homeownership, supply, location, quality of life, economic vitality and infrastructure with elected officials and candidates. 2. SKCR, along with WR, will advocate for Condominium Liability Reform to develop a comprehensive program to amend the state s Condo Act and increase affordable homeownership opportunities. 3. SKCR will have a strong presence at 2019 hill day to advocate for Condo Act reform. The Condo Act will be amended to stimulate condominium construction, which will provide homeownership opportunities. WR Directors asked to attend Hill Day and other members have registration reimbursed by SKCR. B. Supply: Jobs/Housing Balance 1. SKCR will advocate for a housing supply sufficient to meet the demand created by jobs in the County. 2. Continue to build coalition partners to gain common ground on housing availability and affordability legislation. 3. Geographic Location of the King County Housing Supply. 4. Infrastructure - SKCR will support, subject to BOD approval, broad based business coalition efforts for transportation while recognizing regional needs that will accommodate housing supply and economic vitality. Develop a series of suggestions/proposals for desired amendments to GMA, Buildable Lands and/or CAO implementation for submission to WR to include in its state legislative agendas for the next three years. 2.E.15 Assist WR in establishing and maintaining allies to support legislation for greater housing supply and affordability options, which includes Condo reform. Advocate for a geographic distribution of the King County Housing Supply so that housing exists in proximity to jobs in a way that helps to reduce commute distances and time. Provide regular monitoring, reports and input on transportation ballot measures Strategic & Business Plan Rev: 8/30/18 18

19 Strategic Goal III: Objective A: SKCR actively engages the political, legislative, legal and regulatory process Continue the implementation of a comprehensive plan to promote healthier communities that are characterized by (1) enhanced opportunities for home ownership (2) an adequate supply of housing near jobs in King County to reduce congestion and place the American Dream of homeownership within reach of more workers and (3) basic infrastructure sufficient to meet the needs of communities. 5. Conduct REALTOR Housing Issues Briefing (HIB) NAR CORE 2 6. Continue to implement land use principles/visions for the major land use categories in King County: rural, suburban, urban and resource lands. Hold Briefing before the primary elections. 2.E.14/15 Apply for local issues funding from WR. Extend a targeted invitation to 2019 candidate interviewers to attend. Include key contacts, candidates, and incumbents who are not in an election year. 50% of invited DRs attend. Provide advocacy to support equally, housing supply, housing affordability and availability, transportation mobility, economic growth and quality schools Strategic & Business Plan Rev: 8/30/18 19

20 Strategic Goal III: Objective B: SKCR actively engages the political, legislative, legal and regulatory process Increase and enhance awareness of, and involvement in, state, regional and local legislative, regulatory, legal, and political issues to meet SKCR s stated Governmental & Public Affairs priorities. 1. Pursue opportunities for office visit presentations by SKCR lobbyists on government affairs successes and current issues. 2. Provide legislative updates to SKCR BoD, NWMLS BoD and communicate to SKCR members upcoming legislative and regulatory issues. Coordinate with the Membership and Communications Department for office visits. Leverage office visits through broker referrals. Publications posted to SKCR website included in monthly e-newsletter and sent via dedicated . Provide quarterly Issue & Impacts. Provide annual legislative successes report. 3. Provide stronger financial support to selected endorsed candidates through independent expenditure funding. 4. Continue utilization of the Voting Guide. 5. Increase member participation in the legislative process in order to protect real estate issues and become involved in their communities and the political process. 6. Continue to issue Calls to Action on local, state and national legislation. Significantly participate in Calls to Action issued through the REALTOR Action Center by promotion on website, s, social media, and member meetings. NAR CORE 2. Significant participation in State/National Calls for Action to be promoted through the website, separate s and/or social media. 7. Identify friendly incumbents for the purpose of providing early endorsements and campaign support for local candidates. Evaluate independent expenditure funding support prior to the general election. 2.E.14 Develop and distribute the (printed) Voting Guide at least 20 days before the general election to all real estate licensees in King County. 2.E.14 At least 70% of endorsed candidates will win their elections. Primary election Voting Guide distributed electronically only at least 20 days prior to the primary election. Measure member participation and responses to Action Alerts. Request placement of action alerts on the NWMLS discover site. SKCR leadership will seek out increased participation from brokers to employ the Broker Involvement Strategy for calls to action. 2.E.15 Participate in NAR Calls to Action 2.C.12 Participate in WR Calls to Action 2.D.13, (promoted through website, s, social media and member meetings). Implement Voter Voice for local calls to action. 2.E.15 Starting by April 2019, we will ask members and our housing specialists to identify candidates that are worthy of our early endorsement and the committee will make its early endorsements before August 1. Utilize NAR polling & research whenever needed. 2.E Strategic & Business Plan Rev: 8/30/18 20

21 Strategic Goal III: Objective B: SKCR actively engages the political, legislative, legal and regulatory process Increase and enhance awareness of, and involvement in, state, regional and local legislative, regulatory, legal, and political issues to meet SKCR s stated Governmental & Public Affairs priorities. 8. Have an active REALTOR presence at candidate events. 9. Send FPCs (Federal Political Coordinators), SKCR VP of Governmental Affairs and the VP-elect of Governmental Affairs to NAR s mid-year meeting. Have a minimum of one member present an RPAC campaign check to each endorsed candidate either directly or at a candidate fundraiser/reception. Attendance at NAR s mid-year meetings and provide grassroots lobbying with MOCs on key issues emerging from NAR and/or SKCR. 10. Continue an RPAC Investment campaign to increase participation and fundraising. a. Continue RPAC collection program on the annual SKCR dues invoices. b. Solicit members of the Board of Directors to conduct two office visits within their region to promote RPAC. c. Encourage outgoing SKCR officers and directors to assist with RPAC office visits and TREC. d. Provide and distribute information from NAR, WR and SKCR regarding the value of investing in and the benefits received from RPAC participation. NAR CORE 2. e. Interview members interested in serving as a RPAC-WA Trustee during the October committee meeting Goal: (Includes proceeds from dues billings, direct solicitation, and any RPAC event). Aspirational goal to reflect WRs local association goal for SKCR to be determined during the 2019 WR Fall Conference. Goal is 5% over our 2018 investment level. Conduct a promotional event by September 30, E.16 SKCR will complete its RPAC Leadership Project by September 30, Major investors contact top-producers in their offices to promote and solicit new major investors. Identify pro-rpac supporters in member offices to work his/her office for RPAC Participation. Distribute and provide the value of investing in RPAC in our website, RPAC event booklets and flyers, campaigns and at member meetings. 2.E.16 Recommend to WR our RPAC-WA Trustee in October. 11. Identify opportunities for REALTORS to fill openings on city, county or regional committees and commissions, PCOs and participate on candidate interview panels. Encourage greater member participation in candidate interviews, GA committee meetings and housing issues briefing. To have 30+ members participating in candidate interviews by directly soliciting participation in the candidate interview process to members who invest at least $35 to RPAC. Conduct a training session for new or 1 st -time candidate interviews prior to the primary election upon committee request. Market volunteer opportunities with candidate interviews, housing briefing and GA committee through GA publications Strategic & Business Plan Rev: 8/30/18 21

22 Strategic Goal III: Objective B: SKCR actively engages the political, legislative, legal and regulatory process Increase and enhance awareness of, and involvement in, state, regional and local legislative, regulatory, legal, and political issues to meet SKCR s stated Governmental & Public Affairs priorities. 12. Continue a REALTOR Political Ambassador program within each congressional and state legislative district to build an active and effective Realtor Grassroots political strategy. 13. Establish and maintain the state legislative key contact system. 14. Identify opportunities to conduct candidate interviews for judicial races. NAR CORE Review school district ballot measures. 16. Encourage opportunity/opportunities for membership to meet candidates for political office or public officials at the regional business practice forums, GA Committee or at a special event. 17. Review Duties and Responsibilities for the local RPAC Chairman with local chair. 18. Strengthen our political effectiveness. 19. Engage members on legislative issues by attending the Eastside & South Sound Chambers of Commerce Legislative Coalition breakfast meetings. Distribute information to members on city vacancies, as it becomes known. Activate political ambassadors as needed for political grassroots programs. Schedule hill visit appointments for SKCR state legislative key contacts. Fill key contact positions. Interview candidates for King Co. Superior Court. 2.E.14 Upon request by a school district or SKCR member, review ballot measures for endorsement or support purposes including op-eds, news releases, social media and promotion on website. Invite political candidates to meet the membership. Local RPAC Chairman completes duties and responsibilities by end of the year. Support bi-partisan efforts on REALTOR Party issues. Apply for local issues funding from WRs. 20. Demonstrate advocacy engagement through REALTOR Party initiatives. Includes: Candidate independent expenditure; candidate or issue polling; submitted comments/testimony on real estate legislation; issues mobilization grant; other advocacy. Include an RPAC amount in the WR assessed dues 2.A.10 Distribute information on the value of RPAC to members. 2.B.11 via website, e-newsletter and brochures. Promote participation in NAR calls for action 2.C.12 via website; e-newsletter and social media. Promote participation in State calls for action 2.D.13 via website; e-newsletter and social media Strategic & Business Plan Rev: 8/30/18 22

23 Strategic Goal III: Objective C: SKCR actively engages the political, legislative, legal and regulatory process Conduct local legislative advocacy to protect housing affordability for consumers and protect the scope of practice issues for SKCR members. 1. Utilize SKCR s housing specialists, staff and other volunteers for ongoing campaigns. NAR CORE 2. Ensure that no jurisdiction will impose a new tax on buyers/sellers; no jurisdiction will take away SKCR s members use of A-Board signs where currently allowed; resist the imposition of mandatory point of sale requirements and of new impact fees but balance our position on impact fees in so far as it may provide for additional housing supply or for school impact fees. 2.E.15 Submit an annual application to the NWMLS for advocacy funding. 2. Utilize SKCR Director of Governmental and Public Affairs to coordinate and participate actively in activities related to the GA Dept. WR meetings, NAR Mid-year meeting, GAD Institute, and various Legislative forums and political fundraisers. 3. Resist the imposition of new or increased REET, local B&O taxes and new or increased local employee head taxes. 4. Continue Quality of Life Project. Request that WR take up the issue of the imposition of new or increased taxes/fees, in connection with changes in the use of property, and include in state legislative agendas. Improve the current B&O tax structure by reducing the B&O tax on agent expenses passed through and collected by the broker, either at the state or local level. 2.E.15 Prevent new or increased local B&O taxes and new or increased local employee head taxes from being implemented. Advance the QOL program to public officials and the public. Use Common Ground magazine or other NAR outreach tools with elected officials. 2.E Strategic & Business Plan Rev: 8/30/18 23

24 Strategic Goal III: Objective D: SKCR actively engages the political, legislative, legal and regulatory process Improve the congruence between public perceptions and the fact that the REALTORS are sensitive to, and supportive of, well-grounded and responsible environmental stewardship. The REALTORS Environmental Council (TREC) 1. TREC is an identifiable entity within SKCR as an exempt organization under Section 501 (c) (3) of the IRC. An annual meeting of TREC shall be held immediately after the January SKCR Board of Directors meeting. Accounting by CPA firm for IRS purposes. Hold TREC s annual meeting immediately following the January SKCR Board of Directors meeting with attendance by the VP of GA, VP-elect of GA, SKCR President and President-elect, immediate Past President, VP of Business Practices, SKCR CEO, and SKCR Director of GA. 2. Publicize TREC to the public. 3. Publicize TREC to the membership. 4. Develop educational environmental advice for our members 5. Issue a Request for Proposal to various jurisdictions within King County for TREC s on the ground project. NAR CORE 3 Utilize PR specialist to provide earned media for publishing TREC, environmental education for the public and SKCR s on the ground project. TREC will conduct an annual project within a King County community and will enhance the image of being a REALTOR. 80% leadership participation. Promote to membership including GREEN designees through website, monthly e-newsletter, and . Affiliate Council supports event with sponsorship. Discontinue outdated greenhomeadvisor.org website as a resource for members and public. Project for 2019 is selected by the TREC Board of Directors. Place information on website. (3.2.44A optional) 2019 Strategic & Business Plan Rev: 8/30/18 24

25 STRATEGIC GOAL IV SKCR promotes professionalism and provides innovative education and resources to a diverse membership. Objective A Offer education and resources, which will enable SKCR members to enhance their business competencies, by focusing on profitability, productivity, liability reduction, and professionalism. Objective B Provide resources which will enable members to work more effectively with diverse home buyers and sellers and expand opportunities for them to develop international real estate businesses. Objective C Follow NAR approved policies and procedures for ethics enforcement and arbitration requests and trademark protection to enhance members professionalism Strategic & Business Plan Rev: 8/30/18 25

26 Strategic Goal IV: Objective A: SKCR promotes professionalism and provides innovative education and resources to a diverse membership. Offer education and resources, which will enable SKCR members to enhance their business competencies, by focusing on profitability, productivity, liability reduction, and professionalism. 1. Offer in-class CE courses based on current industry issues and business topics to members. NAR Core 4 - Organization a. Promote classes as they occur throughout the year. Offer a minimum of 100 classes per year throughout the County. Utilize , website, e-newsletter and social media. 4.F Partner with REALTOR associations, private education providers and/or other organizations to offer quality education to brokers. 3. Partner with providers to offer online education on the SKCR website. 4. Offer post-license education 1 st renewal courses. Advanced Real Estate Practices (30 clock hrs) & Real Estate Law (30 clock hrs). 5. Offer pre-license education Real Estate Fundamentals (60 hours) & Real Estate Practices (30 hours) 6. Promote the South King Co and Seattle Women s Council of REALTORS schedule of classes and events on the SKCR website. 7. Monitor other education providers to determine what is available in the marketplace and explore how SKCR might do it better. 8. In order to enhance professionalism, offer designation courses and explore a best practices course that emphasizes quality of service and professionalism. 9. Maintain membership as a REBAC course provider to offer NAR designation courses. 10. Raise member awareness of anti-trust, fair housing, RESPA and other current business Issues 11. Explore option to offer one 3 to 4 clock hour in-class course at no cost to members that are paid in full. 12. Keep class topics and content fresh and relevant. Identify and offer new educational opportunities throughout the year. Utilize , website, monthly e-newsletter and social media to promote online classes. Offer online through CE Shop. Offer online through CE Shop Link online to WCR website. Add 2 new instructors in Add 2 new course topics in Interview instructors about innovation of new course. Offer at least 2 designation courses in Offer seminars. Analyze logistics and impact to budget. Make recommendation to the BoD. Business Practices Committee measures impact. 13. Provide administrative support to the Washington Residential Real Estate Council (CRS designation) Admin Support Contract. 14. Provide real estate safety training. NAR Core 4 Maintain staff specialist to perform work under the terms of the 2019 contract. Approve & offer clock hour safety courses. 4.G Strategic & Business Plan Rev: 8/30/18 26

27 Strategic Goal IV: Objective B: SKCR promotes professionalism and provides innovative education and resources to a diverse membership. Provide resources which will enable members to work more effectively with diverse home buyers and sellers and expand opportunities for them to develop global real estate businesses. NOTE: For purposes of this Objective, the definition of diversity includes, but is not limited to, the following: age, race, color, religion, sex, handicap, familial status, national origin or sexual orientation. Diversity Programs: 1. Continue to develop and enhance strategic alliances, related to this objective, within the community. a. Invite various housing organizations to attend all subcommittee meetings. b. Attend key meetings of alliance partners and participate in joint projects with them when appropriate. REALTORS representing strategic partners serve on the SKCR Board of Directors. Partner with WCR, AREAA, US-Mexico COC, FIABCI & other identified organizations. 2. SKCR embraces diversity & encourages members to become involved in SKCR committees, activities and leadership. 3. Regularly review and update diversity section of SKCR website to ensure information is of value. 4. Ensure that information on WSHFC, IDHA, Urban League, WHRC and other similar training for members on low-income and 1 st -time Homebuyers is current on the website. Promote these organizations programs. Global Real Estate programs: 5. Promote NAR sponsored International RE programs and resources to the membership. 6. Explore International RE opportunities and joint association activities with WR and local REALTOR Associations, US- Mexico COC, AREAA, FIABCI. 7. Support development and enhancement of strategic alliances with WCR, WSAE, AREAA, US-Mexico COC, FIABCI and the Trade Development Alliance. 8. Support Ambassador Association program with Japan. Work with President s Liaison and NAR s Regional Coordinator. a. Visits from Japanese American Real Estate Coalition (JAREC) and / or Japanese visiting groups to Seattle. b. Attend IREC (International Real Estate Conference) in Tokyo Sept 2-4, c. Host small network reception at NAR Annual Convention in November Encourage participation through diversity education & partnering with organizations. NWRealtor.com links to appropriate information Post links on website. Disseminate through the Global Council Promote to SKCR membership. Maintain membership with strategic alliances. Collaborate to produce programs & education. NAR Liaison travel to NAR meetings. SKCR to host welcome receptions. Promote to Global Real Estate Council & Board of Directors. Attendance at IREC Conference by President or President-Elect and CEO. SKCR & Japanese guests people 2019 Strategic & Business Plan Rev: 8/30/18 27