TAX EXECUTIVES INSTITUTE'S STRATEGIC PLAN.

On March 20, 1999, the Board of Directors of Tax Executives Institute approved the following strategic plan for the Institute. Please see the story elsewhere in this issue.

Vision

Tax Executives Institute is the preeminent association of business tax professionals.

Mission

Tax Executives Institute is an association of business tax professionals serving its members and their employers through education, networking, and advocacy.

Values

Tax Executives Institute is a member-driven community of business tax professionals with the following organizational values:

Integrity

Effectiveness and efficiency

Dedication to improving the tax system

Goals

Goal 1: Provide high quality education that is responsive to the needs of members and their employers.

Goal 2: Maximize and facilitate networking opportunities for members.

Goal 3: Expand and enhance the effectiveness of advocacy efforts.

Goal 4: Attract and retain TEI members.

Goal 5: Ensure an efficient and effective organization.

Objectives

Goal 1: Provide high quality education that is responsive to the needs of members and their employers.

Objective 1.1: Conduct an ongoing review and comparison of the cost, content, length, and location of programs offered by TEI and other sponsors, and make recommendations for change.

Objective 1.2: Determine whether and to what extent TEI should partner with other education providers or expand access to programs.

Objective 1.3: Explore whether and how TEI should modify the delivery of educational content.

Objective 1.4: Develop a more effective marketing program for TEI's educational programs.

Goal 2: Maximize and facilitate networking opportunities for members.

Objective 2.1: Review and promote networking opportunities provided to members.

Objective 2.2: Develop enhanced networking opportunities, possibly based on demographic classifications (such as type of tax, industry, and company size).

Goal 3: Expand and enhance the effectiveness of advocacy efforts.

Objective 3.1: Promote the benefits and successes of TEI's advocacy efforts.

Objective 3.2: Identify new opportunities for successful advocacy.

Objective 3.3: Review and improve the means of achieving advocacy goals.

Objective 3.4: Conduct an assessment of the member and staff skills needed to have an effective advocacy program and determine what changes, if any, are necessary to ensure those skills.

Goal 4: Attract and retain TEI members.

Objective 4.1: Review and, if necessary, revise membership...